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INSIGHTS TOWARDS CULTURAL ASPECTS AND RELATED IMPACTS OF LESSON STUDY PRACTICES: A SYSTEMATIC REVIEW

ABSTRACT:

Lesson Study (LS) is a professional development model that Japanese teachers have been utilizing for over a century. Although several scholars have proclaimed the benefits of adopting LS in international educational systems, it is still unclear how LS has been used and how it should be implemented in cultures beyond Japan. To shed light on the theme, a Systematic Review was conducted aiming to (1) identify specific features of LS practices as they are developed in different settings, (2) verify and analyze what cultural aspects may have impacted the implementation of LS, and (3) verify and develop an analysis of challenges for the use of successful practices of LS in international contexts. 5 international academic databases were searched to identify 28 publications. This investigation provides multiple evidence of the fast global spread of LS and reveals that some key adaptations or redesigns are conducted so that LS meets local needs and conditions. It argues that time constraints, financial support, search for quick results, and inclusion of knowledgeable others are critical aspects that should be considered when introducing LS to a new context. Finally, this study suggests further avenues for research to deepen the understanding of how the LS movement should be properly implemented in different contexts outside Japan.

Keywords:
Lesson Study; Professional Development; Teacher Education; Cultural Implications; Systematic Literature Review

RESUMO:

Lesson Study (LS) é um modelo de desenvolvimento profissional utilizado há mais de um século por professores japoneses. Embora vários especialistas tenham proclamado os benefícios da adoção do LS em sistemas educacionais internacionais, ainda não está claro como o LS tem sido utilizado e como deveria ser implementado em culturas fora do Japão. Para aprofundar as discussões sobre o tema, foi realizada uma Revisão Sistemática com os objetivos de (1) identificar características específicas das práticas de LS desenvolvidas em diferentes contextos, (2) verificar e analisar quais aspectos culturais podem ter impactado a implementação de LS, e (3) verificar e analisar quais são os desafios apontados na literatura para o desenvolvimento de práticas exitosas de LS em contextos internacionais. 28 publicações foram identificadas para a análise em 5 bases de dados acadêmicas internacionais. Esta pesquisa revela várias evidências a respeito da rápida disseminação do LS em ambientes internacionais e aponta as principais adaptações ou redesenhos implementados ao modelo LS para que este atenda às necessidades e condições locais. Os dados demonstram que a restrição de tempo, o apoio financeiro, a busca por resultados rápidos e a inclusão de especialistas são aspectos críticos que devem ser considerados na introdução de LS em um novo contexto. Por fim, foram extraídas implicações educacionais bem como sugestões para futuras pesquisas para ampliar a compreensão de como o movimento LS deve ser implementado adequadamente em diferentes contextos fora do Japão.

Palavras-chave:
Lesson Study; Desenvolvimento Profissional; Formação de Professores; Implicações Culturais; Revisão Sistemática da Literatura

RESÚMEN:

Estudios de Clases (EC) es un modelo de desarrollo profesional utilizado durante más de un siglo por los profesores japoneses. Aunque varios expertos han proclamado los beneficios de adoptar EC en los sistemas educativos internacionales, aún no está claro cómo se ha utilizado EC y cómo debe implementarse en culturas fuera de Japón. Para profundizar las discusiones sobre el tema, se realizó una Revisión Sistemática con los objetivos de (1) identificar características específicas de las prácticas de EC desarrolladas en diferentes contextos, (2) verificar y analizar qué aspectos culturales pueden haber impactado la implementación de EC, y (3) verificar y analizar cuáles son los desafíos identificados en la literatura para el desarrollo de prácticas exitosas de EC en contextos internacionales. Se identificaron 28 publicaciones para su análisis en 5 bases de datos académicas internacionales. Esta investigación revela varias evidencias sobre la rápida difusión del EC en entornos internacionales y señala las principales adaptaciones o rediseños implementados al modelo LS para que responda a las necesidades y condiciones locales. Los datos demuestran que las limitaciones de tiempo, el apoyo económico, la búsqueda de resultados rápidos y la inclusión de especialistas son aspectos críticos que se deben considerar al introducir el EC en un nuevo contexto. Finalmente, se extrajeron implicaciones educativas, así como sugerencias para futuras investigaciones para ampliar la comprensión de cómo el movimiento de EC debería implementarse adecuadamente en diferentes contextos fuera de Japón.

Palabras clave:
Estudio de Clases; Desarrollo Profesional; Capacitación de Profesores; Implicaciones Culturales; Revisión Sistemática de la Literatura

INTRODUCTION

Lesson Study (LS) is claimed to be a process for developing and implementing effective classroom learning which favors innovation and promotes fast-growing teacher professional development (DUDLEY et al., 2019DUDLEY, P. et al. Empirical evidence of the impact of lesson study on students’ achievement, teachers’ professional learning and on institutional and system evolution. Eur J Educ., v. 54, p. 202-217, 2019. DOI: 10.1111/ejed.12337.
https://doi.org/10.1111/ejed.1233...
). Lesson study is a form of collaborative and active research that is used for accomplishing pre-defined teaching and learning goals (TAKAHASHI; McDOUGAL, 2016TAKAHASHI, A.; MCDOUGAL, T. Collaborative lesson research: maximizing the impact of lesson study. ZDM Mathematics Education, v. 48, p. 513-526, 2016. Disponível em: <https://doi.org/10.1007/s11858-015-0752-x>. Acesso em: 05 set. 2020.
https://doi.org/10.1007/s11858-015-0752-...
) and continuous improvement of teaching practice (NORWICH, 2018NORWICH, B. Making sense of international variations in lesson study and lesson study-like practices: An exploratory and conceptual perspective. International Journal for Lesson and Learning Studies, v. 7, n. 3, p. 201-216, 2018. Disponível em:<https://doi.org/10.1108/IJLLS-02-2018-0007>. Acesso em: 02 set. 2020.
https://doi.org/10.1108/IJLLS-02-2018-00...
). Through such an approach, teachers jointly study teaching contents and instructions by observing lessons and reflecting on them (NI SHUILLEABHAIN; BJULAND, 2019NI SHUILLEABHAIN, A.; BJULAND, R. Incorporating lesson study in ITE: organisational structures to support student teacher learning. Journal of Education for Teaching, v. 45, n. 4, p. 434-445, 2019. DOI: 10.1080/02607476.2019.1639262.
https://doi.org/10.1080/02607476.2019.16...
).

Originating in Japan in the 1870s (DUDLEY, 2011DUDLEY, P. Lesson study: a handbook, 2011. Disponível em:<Disponível em:http://lessonstudy.co.uk/wp-content/uploads/2012/03/Lesson_Study_Handbook_-_011011-1.pdf. > Acesso em: 10 set. 2020.
http://lessonstudy.co.uk/wp-content/uplo...
), LS has been receiving a growing interest around the globe and, as a consequence, international influence (NORWICH, 2018NORWICH, B. Making sense of international variations in lesson study and lesson study-like practices: An exploratory and conceptual perspective. International Journal for Lesson and Learning Studies, v. 7, n. 3, p. 201-216, 2018. Disponível em:<https://doi.org/10.1108/IJLLS-02-2018-0007>. Acesso em: 02 set. 2020.
https://doi.org/10.1108/IJLLS-02-2018-00...
). The World Association of Lesson Study (WALS) annual conference held online in December 2020 showed presentations from a variety of different countries embedded in various educational cultures, theoretical educational traditions, and policy contexts. This trend is registered by Fang and Wang (2021FANG, Y.; WANG, H. Trends of and implications for the diffusion of lesson study: thematic analysis of WALS2019 conference presentations. International Journal for Lesson and Learning Studies, v. 10, n. 1, p. 61-74, 2021. DOI: 10.1108/IJLLS-09-2020-0063.
https://doi.org/10.1108/IJLLS-09-2020-00...
), who verified that from 2007, WALS´s first conference, to 2019, the number of countries represented by registered participants had increased from 15 to 43, across all the continents. As noted by Norwich (2018NORWICH, B. Making sense of international variations in lesson study and lesson study-like practices: An exploratory and conceptual perspective. International Journal for Lesson and Learning Studies, v. 7, n. 3, p. 201-216, 2018. Disponível em:<https://doi.org/10.1108/IJLLS-02-2018-0007>. Acesso em: 02 set. 2020.
https://doi.org/10.1108/IJLLS-02-2018-00...
) and Lim-Ratnam et al. (2019), when introduced in a specific cultural setting, the LS model is expected to be adjusted to accommodate local needs and conditions. This might explain why its origin is often related when LS is examined.

Jugyou kenkyuu, translated as Lesson Study, was first introduced outside Japan in the late 1990s (LEWIS, 2000LEWIS, C. Lesson study: the core of Japanese professional development. In: AMERICAN EDUCATIONAL RESEARCH ASSOCIATION MEETINGS, 2000. Anais…New Orleans, 2000. p. 1-48. Disponível em:<Disponível em:https://eric.ed.gov/?q=Lesson+Study%3a+The+Core+of+Japanese+Professional+Development.&id=ED444972 >. Acesso em: 02 ago. 2020.
https://eric.ed.gov/?q=Lesson+Study%3a+T...
; TAKAHASHI; McDOUGAL, 2016TAKAHASHI, A.; MCDOUGAL, T. Collaborative lesson research: maximizing the impact of lesson study. ZDM Mathematics Education, v. 48, p. 513-526, 2016. Disponível em: <https://doi.org/10.1007/s11858-015-0752-x>. Acesso em: 05 set. 2020.
https://doi.org/10.1007/s11858-015-0752-...
). It refers to a professional teacher development model that centers around a theme or goal (YOSHIDA, 1999YOSHIDA, M. Lesson study: a case of a Japanese approach to improving instruction through school-based teacher development. 1999. 528 f. (Doutorado em Educação) - University of Chicago, Chicago, 1999.) “of which the research lesson is the core piece” (LEWIS, 2000LEWIS, C. Lesson study: the core of Japanese professional development. In: AMERICAN EDUCATIONAL RESEARCH ASSOCIATION MEETINGS, 2000. Anais…New Orleans, 2000. p. 1-48. Disponível em:<Disponível em:https://eric.ed.gov/?q=Lesson+Study%3a+The+Core+of+Japanese+Professional+Development.&id=ED444972 >. Acesso em: 02 ago. 2020.
https://eric.ed.gov/?q=Lesson+Study%3a+T...
, p. 4). Further, Lewis, Perry and Murata (2006LEWIS, C.; PERRY, R.; MURATA, A. How should research contribute to instructional improvement? The case of lesson study. Educational Researcher, v. 35, n. 3, p. 3-14, 2006.) explain that the term in Japanese indicates that LS is featured by the “observation of live classroom lessons by a group of teachers who collect data on teaching and learning and collaboratively analyze it” (p. 3). Although LS shares some characteristics with other professional development approaches, the authors underscore that this model has a unique set of characteristics that no other approach possesses and features a live classroom lesson as the heart of the process. In this respect, Cajkler et al. (2015CAJKLER, W. et al. Teacher perspectives about lesson study in secondary school departments: a collaborative vehicle for professional learning and practice development, Research Papers in Education, v. 30, n. 2, p. 192-213, 2015. DOI: 10.1080/02671522.2014.887139.
https://doi.org/10.1080/02671522.2014.88...
) add that LS distinguishes from other forms of professional development as the planning of research lessons is designed jointly to address specific learning problems, “rather than focusing on the performance of an individual teacher” (p. 192).

Traditionally, Japanese LS occurs across many curriculum areas or themes (YOSHIDA, 1999YOSHIDA, M. Lesson study: a case of a Japanese approach to improving instruction through school-based teacher development. 1999. 528 f. (Doutorado em Educação) - University of Chicago, Chicago, 1999.) and is commonly implemented in four phases: (1) study curriculum and formulate goals; (2) plan, which refers to selecting and revising the research lesson in detail; (3) teach, when one member of the team teaches the research lesson and the others observe and collect data; and (4) reflect on one´s practice and beliefs with a view to its improvement (LEWIS, 2002LEWIS, C. Lesson study: a handbook for teacher-led improvement of instruction. Philadelphia: Research for Better Schools, 2002.; LEWIS; PERRY; MURATA, 2006LEWIS, C. et al. Lesson Study Comes of Age in North America. Phi Delta Kappan Magazine, v. 88, p. 273-281, 2006. Disponível em:<Disponível em:https://journals.sagepub.com/doi/abs/10.1177/003172170608800406?journalCode=pdka >. Acesso em: 15 set. 2020.
https://journals.sagepub.com/doi/abs/10....
; DUDLEY et al., 2019DUDLEY, P. et al. Empirical evidence of the impact of lesson study on students’ achievement, teachers’ professional learning and on institutional and system evolution. Eur J Educ., v. 54, p. 202-217, 2019. DOI: 10.1111/ejed.12337.
https://doi.org/10.1111/ejed.1233...
, CARDOSO; PONTE; QUARESMA, 2023CARDOSO, L.; PONTE, J. P.; QUARESMA, M. The development of pedagogical content knowledge of prospective primary teachers in a lesson study. International Journal for Lesson and Learning Studies, v. 12, n. 2, p. 152-165, 2023. DOI: 10.1108/IJLLS-02-2022-0027.
https://doi.org/10.1108/IJLLS-02-2022-00...
). LS is conducted iteratively and may cycle numerous times through the four phases, sometimes lasting years (FERNÁNDEZ, 2005FERNÁNDEZ, M. L. Learning through microteaching lesson study in teacher preparation. Action in Teacher Education, n. 26, p. 37-47, 2005. DOI: 10.1080/01626620.2005.10463341.
https://doi.org/10.1080/01626620.2005.10...
), and research teams often meet two or three times per month for approximately 45 to 50 minutes, as in Saunders, Goldenberg, and Gallimore (2009SAUNDERS, W. M.; GOLDENBERG, C. N.; GALLIMORE, R. Increasing achievement by focusing grade-level teams on improving classroom learning: A prospective, quasi-experimental study of title 1 schools. American Educational Research Journal, v. 46, n. 4, p. 1006-1033, 2009. DOI: 10.3102/0002831209333185.
https://doi.org/10.3102/0002831209333185...
) or even weekly, as reported by Yoshida (1999YOSHIDA, M. Lesson study: a case of a Japanese approach to improving instruction through school-based teacher development. 1999. 528 f. (Doutorado em Educação) - University of Chicago, Chicago, 1999.) in his ethnographic research of the LS in math in a Japanese elementary school, and it is developed for traditionally one year long, as detailed by Fujii (2014FUJII, T. Implementing Japanese lesson study in foreign countries: misconceptions revealed. Mathematics Teacher Education and Development, v. 16, n. 1, p. 2-18., 2014. Disponível em:<Disponível em:https://eric.ed.gov/?id=EJ1046666 >. Acesso em: 02 ago. 2020.
https://eric.ed.gov/?id=EJ1046666...
).

In his guide on how to use LS “to develop and refine teaching, learning and teacher practice knowledge”, Dudley (2011DUDLEY, P. Lesson study: a handbook, 2011. Disponível em:<Disponível em:http://lessonstudy.co.uk/wp-content/uploads/2012/03/Lesson_Study_Handbook_-_011011-1.pdf. > Acesso em: 10 set. 2020.
http://lessonstudy.co.uk/wp-content/uplo...
, p. 4) advises that the LS team should identify around three ‘case pupils’ who will represent the wider group of learners in the class. These pupils will be observed and monitored as case studies representing the impact of LS on the larger group. The author suggests that a post-research lesson discussion should be held not only to analyze how the ‘case pupils’ responded to the LS approach and how they developed learning during the process but also to inform the team about the aspects that favored or hindered learning and how the team should overcome them in future classes.

According to Lewis, Perry, and Hurd (2004LEWIS, C.; PERRY, R.; HURD, J. A Deeper Look at Lesson Study. Educational Leadership, v. 61, n. 5, p. 18-22, 2004. Disponível em:<Disponível em:http://tccore2015.weebly.com/uploads/2/8/7/3/28734887/deeperlookatls-2.pdf >. Acesso em: 15 set. 2020.
http://tccore2015.weebly.com/uploads/2/8...
), educators engaged in LS in Japan and the United States have acknowledged seven pathways that emerge from LS successful practice: “increased knowledge of the subject matter, increased knowledge of instruction, increased ability to observe students, stronger collegial networks, stronger connection of daily practice to long-term goals, stronger motivation and sense of efficacy, and improved quality of available lesson plans” (p. 19). Although a growing number of scholars echo LS benefits (e.g. NORWICH, 2018NORWICH, B. Making sense of international variations in lesson study and lesson study-like practices: An exploratory and conceptual perspective. International Journal for Lesson and Learning Studies, v. 7, n. 3, p. 201-216, 2018. Disponível em:<https://doi.org/10.1108/IJLLS-02-2018-0007>. Acesso em: 02 set. 2020.
https://doi.org/10.1108/IJLLS-02-2018-00...
; DUDLEY et al., 2019DUDLEY, P. et al. Empirical evidence of the impact of lesson study on students’ achievement, teachers’ professional learning and on institutional and system evolution. Eur J Educ., v. 54, p. 202-217, 2019. DOI: 10.1111/ejed.12337.
https://doi.org/10.1111/ejed.1233...
, ELLIOTT, 2019ELLIOTT, J. What is lesson study?European Journal of Education, n. 54, p. 175-188, 2019. DOI: 10.1111/ejed.12339.
https://doi.org/10.1111/ejed.12339...
; VERMUNT et al., 2019VERMUNT, J. D. et al. The impact of Lesson Study professional development on the quality of teacher learning. Teaching and Teacher Education,v. 81, n. 1, p. 61-73, 2019. DOI: 10.1016/j.tate.2019.02.009.
https://doi.org/10.1016/j.tate.2019.02.0...
, SCHIPPER et al., 2020SCHIPPER, T. M, GOIet al. Lesson Study in Dutch initial teacher education explored: its potential and pitfall. International Journal for Lesson and Learning Studies, v. 9, n. 4, 351-365, 2020. DOI: https://doi.org/10.1108/IJLLS-04-2020-0018.
https://doi.org/10.1108/IJLLS-04-2020-00...
; CARDOSO; PONTE; QUARESMA, 2023CARDOSO, L.; PONTE, J. P.; QUARESMA, M. The development of pedagogical content knowledge of prospective primary teachers in a lesson study. International Journal for Lesson and Learning Studies, v. 12, n. 2, p. 152-165, 2023. DOI: 10.1108/IJLLS-02-2022-0027.
https://doi.org/10.1108/IJLLS-02-2022-00...
), it is also recognized that this process cannot be simply transported worldwide. The main reason for this lies in the nature of “beliefs about teaching and educating teachers”, which are intrinsically embedded “in a particular culture and particular organizational forms and career prospects” (YOSHIDA, p. 463, 1999YOSHIDA, M. Lesson study: a case of a Japanese approach to improving instruction through school-based teacher development. 1999. 528 f. (Doutorado em Educação) - University of Chicago, Chicago, 1999.). Additional support for this claim comes from Stigler and Hiebert (2016STIGLER. J. W.; HIEBERT, J. Lesson study, improvement, and the importing of cultural routines. ZDM Mathematics Education, v. 48, p. 581-587, 2016. DOI 10.1007/s11858-016-0787-7
https://doi.org/10.1007/s11858-016-0787-...
), who argue that “it is harder than we think to import a routine developed in one culture and in one educational system into countries with different cultures and different systems” (p. 581). In this sense, the effort of investigating and pointing out ways to implement LS practice in other parts of the world has emerged as crucial and critical.

PURPOSE OF THIS PAPER AND RESEARCH QUESTIONS

The objectives of this systematic review of lesson study practices were:

  1. Identify the following features of the LS practices:
    1. i. Type of LS practice applied (specificities, phases included, knowledgeable others contributions)

    2. ii. Purpose(s) for using LS

    3. iii. LS team

    4. iv. Professional development stage

    5. v. School phase

    6. vi. Curriculum area or theme involved

  2. 2. Verify and analyze cultural aspects that might influence the impacts of LS practices in different contexts
    1. i. Identify where the study took place

    2. ii. Exam aspects or variations applied to the conduction of LS due to local conditions or cultural aspects

  3. Identify limitations and develop an analysis of challenges for the practice of Lesson Study in different contexts.

Accordingly, three research questions (RQ) were pursued in this paper:

RQ1. How has LS been implemented around the globe and what characteristics does it present?

RQ2. What cultural aspects or local conditions may have influenced LS outcomes?

RQ3. What lessons inform future researchers or projects as to the necessary adaptations that should be made to develop a successful LS model?

METHOD

According to Chandler et al. (2022CHANDLER J. et al. Chapter I: Introduction. In: HIGGINS J. P. T. et al. (editors). Cochrane Handbook for Systematic Reviews of Interventions version 6.3. Cochrane, 2022. Disponível em:<www.training.cochrane.org/handbook.> Acesso em: 17 abr. 2023., p. 1), “systematic reviews seek to collate evidence that fits pre-specified eligibility criteria in order to answer a specific research question.” This definition is in accordance with the definitions reported in the PRISMA Statement and is in line with The Cochrane Collaboration (MOHER et al., 2015MOHER, D. et al. Preferred reporting items for systematic review and meta-analysis protocols (PRISMA-P) 2015 statement. Systematic Reviews, v. 4, n. 1, 2015. Disponível em:<Disponível em:http://www.systematicreviewsjournal.com/content/4/1/1 >. Acesso em: 07 jul. 2020.
http://www.systematicreviewsjournal.com/...
). This systematic review was preregistered with a free and open preprint server to ensure transparency and reproducibility (SULLIVAN; DeHAVEN; MELLOR, 2019SULLIVAN, I.; DeHAVEN, A.; MELLOR, D. Open and reproducible research on open science framework. Current Protocols Essential Laboratory Techniques, v. 18, n. e32, p. 1-24, 2019. DOI: 10.1002/cpet.32.
https://doi.org/10.1002/cpet.32...
) and reduce the risk of publication bias (VAN´T VEER; GINER-SORROLA, 2016VAN´T VEER, A. E.; GINE-SOROLLA, R. Pre-registration in social psychology - a discussion and suggested template. Journal of Experimental Social Psychology, v. 67, p. 2-12, 2016. DOI: http://dx.doi.org/10.1016/j.jesp.2016.03.004.
https://doi.org/10.1016/j.jesp.2016.03.0...
). Drawing from the guidance of Page et al. (2021PAGE, M. J. et al. PRISMA 2020 explanation and elaboration: updated guidance and exemplars for reporting systematic reviews. BMJ, v. 372, n 160, 2021. DOI: http://dx.doi.org/10.1136/bmj.n160. Acesso em: 18 abr. 2023.
https://doi.org/10.1136/bmj.n160...
) work to organize the data collection procedures, this systematic review of LS comprised the following stages: (i) developing and executing a search strategy; (ii) selecting studies from their titles and abstracts for detailed review; and (iii) analysis of full texts selected studies for eligibility. These stages are explored in the following.

This review focuses on the academic research literature in peer-viewed journals written in Portuguese, Spanish, or English languages. It does not draw on professional practice papers, books, PhD dissertations, and guides about Lesson Study. The search was undertaken in October and November 2020, and the selected databases were chosen for being repositories of publications in the target languages of this systematic review. The electronic databases used in this study were: Educational Information and Resource Center (ERIC), Red Iberoamericana de Innovación y Conocimiento Científico (REDIB), ProQuest, Scientific Electronic Library Online (SciELO), and Emerald Insight.

Selection of Studies for Detailed Review

In order to review empirical research on Lesson Study across the globe, the authors conducted searches by title and abstract in the five academic databases aforementioned, and, in some cases, using different search terms, as detailed below. At this moment, three other articles were included from other sources. The complete screening process with database searches, the number of abstracts screened, and the full texts retrieved or rejected, as well as exclusion criteria are shown in Figure 1.

The first database to be searched was ERIC and the search term was “lesson study” for all peer-viewed papers which made their full text available with no definite time. This search led to a list of 3,376 papers. However, even though many of these contained the words “lesson” and “study” in the title or abstract, an expressive number proved not to relate to the Lesson Study approach, the object of this article. Then, two distinct searches were conducted with the term “lesson study methodology” and, next, with the terms “Lesson Study” combined with “technology”, again for all peer-viewed papers which made their full text available and with no definite time. Combining these two searches, a total of 294 articles were identified.

The next database to be consulted was REDIB. Two distinct searches were conducted using the following search terms: “metodología Estudios de Clase” combined with “educación” and then, another search using the terms “Lesson Study methodology” associated with “education”. Both searches were limited to articles in scientific journals and Education and scientific Education materials with no time restriction. The total number of articles recovered was 210.

In the following, a search was carried out in the ProQuest database using the search terms “Lesson Study” AND “Education”, limited to articles that were peer-reviewed with their full texts available. Due to the high number of publications identified (227,735), the search was narrowed. The second search was conducted using the search terms “Lesson Study” (in the title) AND “Education” AND “Culture”. The search was limited to full-text articles available and peer-viewed articles between 2016 and 2020 published in English. The total of articles identified was 94.

Two distinct searches were conducted in the SciELO database. The search term “Metodologia Lesson Study” was used and no limited time nor language was set. Next, the search terms “Lesson Study” AND “Educação” were used. Combining both searches, a total of 48 articles were identified.

The search words “Lesson Study” (in the title) AND “Education” were used to conduct a search in the Emerald Insight database for articles with full access. No definite time limit nor language restriction was set. A total of 15 articles were identified.

From the databases consulted, 636 articles were identified for screening. One of the documents was not available online, two were straight duplications, and five hundred fifty-one publications were not related to Lesson Study practice. Hence, a total of five hundred fifty-four articles were excluded at this stage. In the following, the authors proceeded to a full-text screening of the eighty-five remaining publications considered for eligibility.

Selected Studies for Eligibility

The selection of the studies for final inclusion and in-depth review involved the following criteria:

  1. The publication had to be a peer-reviewed research article (editorials, reviews of literature studies, or commentaries of studies were excluded)

  2. Study had to deploy Lesson Study empirical practice in the Educational context

  3. The methods and/or analytical approaches were clear and described in detail

  4. The study described at least one complete cycle of Lesson Study practice

To address the aims of this systematic review, and in addition to the four criteria indicated above, the authors did a full-text screening of the eighty-five articles selected in the previous stage. As a result of this process, fifty-eight documents were excluded for the following reasons:

  • 1 described the perception of students;

  • 1 aimed at reporting recommendations from teachers

  • 3 reported unclear study design

  • 5 were editorials for a scientific journal

  • 5 focused on a specific phase of Lesson Study

  • 7 presented reviews of Lesson Study

  • 16 aimed at reporting theoretical or analytical study

  • 20 provided perceptions of teachers and school leaders

By this method, a total of twenty-eight articles met the criteria of this study and were included in the systematic review.

Figure 1
PRISMA flowchart of screening process with database searches, the number of abstracts screened and the full texts retrieved

KEY ISSUES IN THE PROCESS OF LESSON STUDY PRACTICE

To reach the objective of this study, the 28 selected articles were analyzed in terms of the following areas:

  1. Country where the studies were conducted

  2. Curriculum area or theme involved

  3. School phase

  4. Study specificities (e.g. knowledgeable other’s contributions, use of revised research lesson, duration of the study, and inclusion of students´ perspective)

  5. Professional development stage

  6. Knowledge base (e.g. pedagogic practice and learning theory)

  7. Purpose(s) for using Lesson Study

FINDINGS

The data were analyzed to answer the research questions and the aspects that emerged from the information gathered were established. The results of the research contain data on the following aspects: the country where the studies were conducted, the curriculum area involved, the school phase, specificities related to the team members and specific procedures adopted in the study, professional development stage (PDS) of participating teachers, the Knowledge base and the purpose(s) for using LS.

Data in Table 1 indicate that 15 countries are represented by publications on the selected model between 2012 and 2020. Most publications are concentrated in the United States (6) and the United Kingdom (4), followed by the Philippines (3) and Sweden (2). Austria, Canada, Chile, Ireland, Italy, Malaysia, Mexico, Portugal, Spain, Thailand, and Turkey published one study each, and 2 studies did not specify the country where the research was developed.

Table 1
- Countries where the studies were conducted

The next data to be addressed is related to the curriculum area involved in the studies (Table 2). 19 of the 28 studies engaged in developing research involving Mathematics, one of them to investigate strategies for teaching Mathematics to Special Educational Needs (SENs) students. English and Science were investigated in 3 studies each and Chemistry, Humanities, Physical Education and Physical Science were present in one study each. One study investigated the contributions of the LS approach to SENs environment across academic subjects. The total of publications indicated in Table 2 is 31 because some studies aimed to investigate more than one curriculum area or theme. Regarding the school phase (Table 3), 8 studies were conducted in high school, higher education was the setting of 7 studies, elementary and middle schools were involved in 5 studies each, and 2 studies were in the context of graduate teacher training programs. 1 study did not specify the school phase in which the research was conducted.

Table 2
Curriculum area or theme involved
Table 3
School phase

Regarding the professional development stage (PDS) of the participating teachers (Table 4), the findings demonstrate that LS is mainly used in the context of continuing professional development (n=22), whereas it was much less required for educating pre-service teachers in higher education settings (n=6).

Table 4
Professional development stage (PDS)

Table 5 summarizes the main findings revealed in the studies regarding the focus of inquiry, the team members involved, whether the study included the participation of knowledgeable others, whether participating teachers had previous experience in LS activities, the inclusion or not of students´ perceived outcomes, the number of educational institutions engaged in the process, the duration of the study and whether a revised lesson was implemented.

Table 5
Team member specificities and specific procedures

Table 6 lists six types of pedagogical practices and 23 learning theories or educational models integrated into LS indicated in the selected publications upon which the research was built. 3 studies (HART, 2009HART, L. A study of Japanese lesson study with third grade mathematics teachers in a small school district. SRATE Journal, v. 17, n. 1, p. 32-43, p. 2009. Disponível em: <Disponível em: https://files.eric.ed.gov/fulltext/EJ948667.pdf >. Acesso em: 10 ago. 2020.
https://files.eric.ed.gov/fulltext/EJ948...
; LEIFLER, 2020LEIFLER, E. Teachers´ capacity to create inclusive learning environments. International Journal for Lesson and Learning Studies, v. 9, n. 3, p. 221-244, 2020. DOI 10.1108/IJLLS-01-2020-0003.
https://doi.org/10.1108/IJLLS-01-2020-00...
; LEWIS; PERRY, 2014LEWIS, C.; PERRY, R. Lesson study with mathematical resources: a sustainable model for locally-led teachers professional learning. Mathematics Teacher Education and Development, v. 16, n. 1, p. 1-20, 2014. Disponível em:<Disponível em:https://files.eric.ed.gov/fulltext/EJ1046670.pdf .> Acesso em: 12 set. 2020.
https://files.eric.ed.gov/fulltext/EJ104...
) informed to have used the LS approach alone to carry out the research.

Table 6
Knowledge base integrated to LS practice

Table 7 lists the purposes for using LS as referred to in the examined studies. It is noted that, in some cases, the same study pointed out more than one purpose, which makes the LS purposes listed below outnumber the publications selected for this review. The findings show that the primary use of LS was to support teacher professional development (n=29) aiming to promote those professionals´ motivation, knowledge, and skills. As far as student learning (n=5) and the examination of teaching material (n=1) are concerned, fewer studies pointed to those purposes as the reasons for using the LS approach.

Table 7
Lesson Study (LS) Purpose

DISCUSSION

The growing international interest in LS in educational systems beyond Japan observed in the past few decades indicates that this model may be beneficial if appropriately implemented in foreign contexts. However, several professional experts have warned that simply enacting a LS routine in a new setting will not guarantee its efficiency (STIGLER; HIEBERT, 2016STIGLER. J. W.; HIEBERT, J. Lesson study, improvement, and the importing of cultural routines. ZDM Mathematics Education, v. 48, p. 581-587, 2016. DOI 10.1007/s11858-016-0787-7
https://doi.org/10.1007/s11858-016-0787-...
), rather, by missing the point of incorporating its core characteristics, chances are that LS will become one more perishable fad intended to promote progress towards pedagogical/learning science (LEWIS; PERRY; HURD, 2004LEWIS, C.; PERRY, R.; HURD, J. A Deeper Look at Lesson Study. Educational Leadership, v. 61, n. 5, p. 18-22, 2004. Disponível em:<Disponível em:http://tccore2015.weebly.com/uploads/2/8/7/3/28734887/deeperlookatls-2.pdf >. Acesso em: 15 set. 2020.
http://tccore2015.weebly.com/uploads/2/8...
). To contribute to the theme, this paper sought to (1) identify specific features of LS practices implemented in different contexts, (2) verify and analyze what cultural aspects may have impacted the implementation of LS, and (3) verify and develop an analysis of challenges for the use of successful practices of LS in international settings. The first question to be addressed is:

RQ1. How Has LS Been Implemented Around the Globe and What Characteristics Does it Present?

Since LS was brought to public attention in the late 1990s (LEWIS; PERRY; MURATA, 2006LEWIS, C.; PERRY, R.; MURATA, A. How should research contribute to instructional improvement? The case of lesson study. Educational Researcher, v. 35, n. 3, p. 3-14, 2006.; TAKAHASHI; McDOUGAL, 2016TAKAHASHI, A.; MCDOUGAL, T. Collaborative lesson research: maximizing the impact of lesson study. ZDM Mathematics Education, v. 48, p. 513-526, 2016. Disponível em: <https://doi.org/10.1007/s11858-015-0752-x>. Acesso em: 05 set. 2020.
https://doi.org/10.1007/s11858-015-0752-...
), this approach has reached various countries and all continents, such as Asia, Africa (FUJII, 2014FUJII, T. Implementing Japanese lesson study in foreign countries: misconceptions revealed. Mathematics Teacher Education and Development, v. 16, n. 1, p. 2-18., 2014. Disponível em:<Disponível em:https://eric.ed.gov/?id=EJ1046666 >. Acesso em: 02 ago. 2020.
https://eric.ed.gov/?id=EJ1046666...
), Europe, in particular (DUDLEY et al., 2019DUDLEY, P. et al. Empirical evidence of the impact of lesson study on students’ achievement, teachers’ professional learning and on institutional and system evolution. Eur J Educ., v. 54, p. 202-217, 2019. DOI: 10.1111/ejed.12337.
https://doi.org/10.1111/ejed.1233...
), and it has been increasingly investigated in the United States (LEWIS; PERRY; HURD, 2004LEWIS, C.; PERRY, R.; HURD, J. A Deeper Look at Lesson Study. Educational Leadership, v. 61, n. 5, p. 18-22, 2004. Disponível em:<Disponível em:http://tccore2015.weebly.com/uploads/2/8/7/3/28734887/deeperlookatls-2.pdf >. Acesso em: 15 set. 2020.
http://tccore2015.weebly.com/uploads/2/8...
). In his editorial review article, Elliott (2016ELLIOTT, J. Editorial review: Significant themes in developing the theory and practice of lesson study. International Journal for Lesson and Learning Studies, v. 5, n. 4, p. 274-280, 2016. DOI: 10.1108/IJLLS-08-2016-0022.
https://doi.org/10.1108/IJLLS-08-2016-00...
) acknowledges the International Journal for Lesson and Learning Studies for having published a rich resource of material involving the European, Asian, and North American contexts in various educational levels and across different school subjects and theories. This is consistent with the findings in this study that reveal that these regions alone concentrate more than 82% of the studies investigated, with a special remark on South America, where only one country was reported to have carried out one research, Chile.

Being the only country representing South America in this review, it is noted that the connection between Chile and LS did not happen unexpectedly. The implementation of LS in that country is the result of a program established between Chile and Japan, funded by JICA (Japan International Cooperation Agency), during three years (2006 to 2008) in which a total of three groups of 10 mathematics teachers belonging to eleven universities involved in initial and continuing training of teachers, and two members of the Ministry of Education participated in intensive courses in Japan for training in Japanese methodologies of LS (RAMOS-RODRÍGUEZ; MARTÍNEZ; PONTE, 2017RAMOS-RODRÍGUEZ, E.; MARTÍNEZ, P. L.; PONTE, J. P. Práctica y reflexión de profesores de matemáticas chilenos bajo la perspectiva del estudio de clases. Quadrante, v. 26, n. 2, p. 69-97, 2017. DOI: https://doi.org/10.48489/quadrante.22950.
https://doi.org/10.48489/quadrante.22950...
; OLFOS; ISODA; ESTRELLA, 2020OLFOS, R.; ISODA, M.; ESTRELLA, S. Más de una década de Estudio de Clases en Chile: hallazgos y avances. Revista Pardigma, v. 41, p. 190-221, 2020.).

After 15 years of the initial investment in the educational system in Chile, and despite having faced political interference from the government in the past, today the country has maintained the LS approach nationwide, its researchers have spread it by publishing books and through participation in congresses in Latin America, and during ten years, LS has been the theme of a doctoral program in the country. Olfos, Isoda, and Estrella (2020OLFOS, R.; ISODA, M.; ESTRELLA, S. Más de una década de Estudio de Clases en Chile: hallazgos y avances. Revista Pardigma, v. 41, p. 190-221, 2020.) confirm that meaningful improvements in ongoing professional development were observed by teachers from Chile who participated in training programs and implemented the LS model in their local institutions.

Several supports are essential if LS is to be introduced and sustained in a new country. LS has been introduced in most countries through the support of funding from the government or research agencies (FANG; WANG, 2021FANG, Y.; WANG, H. Trends of and implications for the diffusion of lesson study: thematic analysis of WALS2019 conference presentations. International Journal for Lesson and Learning Studies, v. 10, n. 1, p. 61-74, 2021. DOI: 10.1108/IJLLS-09-2020-0063.
https://doi.org/10.1108/IJLLS-09-2020-00...
). Therefore, it is critical that the administration at local, regional, and national levels should share their responsibilities to provide time and financial support “to enable teachers to collaboratively plan, teach, collect evidence, and revise lessons” (STIGLER; HIEBERT, 2016STIGLER. J. W.; HIEBERT, J. Lesson study, improvement, and the importing of cultural routines. ZDM Mathematics Education, v. 48, p. 581-587, 2016. DOI 10.1007/s11858-016-0787-7
https://doi.org/10.1007/s11858-016-0787-...
, p. 585). Lack of shared time, workload, and rigid schedules are some of the constraints identified in this review that could result in weak collaboration between the LS team members and, consequently, follow poorer results (see, for example, HART, 2009HART, L. A study of Japanese lesson study with third grade mathematics teachers in a small school district. SRATE Journal, v. 17, n. 1, p. 32-43, p. 2009. Disponível em: <Disponível em: https://files.eric.ed.gov/fulltext/EJ948667.pdf >. Acesso em: 10 ago. 2020.
https://files.eric.ed.gov/fulltext/EJ948...
; MON; DALI; SAM, 2016MON, C. C.; DALI, M. H.; SAM, L. C. Implementation of lesson study as an innovative professional development model among Malaysian school teachers. Malaysian Journal of Learning and Instruction, v. 13, p. 83-111, 2016. Disponível em:<Disponível em:https://files.eric.ed.gov/fulltext/EJ1134522.pdf >. Acesso em: 10 set. 2020.
https://files.eric.ed.gov/fulltext/EJ113...
; ALAMRI, 2020ALAMRI, N. M. The implementation of the Lesson Study strategy in teaching mathematics: teachers´ perspectives. Educational Research International, v. 5, p. 1-8, 2020. DOI: 10.1155/2020/1683758.
https://doi.org/10.1155/2020/1683758...
).

Although the goal of traditional Konaikenshu (school-based teacher training program), of which LS is a masterpiece, does not “exclusively focus on the development of students´ academic skills” (YOSHIDA, 1999YOSHIDA, M. Lesson study: a case of a Japanese approach to improving instruction through school-based teacher development. 1999. 528 f. (Doutorado em Educação) - University of Chicago, Chicago, 1999., p. 52) all the articles selected for this study pursued their goal in the context of investigating specific subject matters. Of the 28 identified articles, 19 (67.85%) aimed to implement LS involving mathematics. This is in line with what is observed in other recent international reviews, in which research referring to mathematics far outnumbers the publications when compared to other school subjects (e.g. KANELLOPOULOU; DARRA, 2019KANELLOPOULOU, E. D.; DARRA, M. Benefits, difficulties and conditions of lesson study implementation in basic teacher education: a review. International Journal of Higher Education, v. 8, n. 4, p. 18-35, 2019. DOI: 10.5430/ijhe.v8n4p18.
https://doi.org/10.5430/ijhe.v8n4p18...
). This finding could be attributed to the fact that LS was introduced in the west through research involving mathematics presented at the Third International Mathematics and Science Study in 1999 in the United States (LEWIS; PERRY; MURATA, 2006LEWIS, C.; PERRY, R.; MURATA, A. How should research contribute to instructional improvement? The case of lesson study. Educational Researcher, v. 35, n. 3, p. 3-14, 2006.; GROVE; DOIG, 2010GROVES, S.; DOIG, B. Adapting and implementing Japanese lesson study: some affordances and constraints. In: EAST ASIA REGIONAL CONFERENCE ON MATHEMATICS EDUCATION, 5, 2010, Tóquio. Anais eletrônicos… Tóquio: Society of Mathematical Education (JSME) In Search of Excellence of Mathematics Education, p. 699-706. 2010. Disponível em:<Disponível em:https://www.semanticscholar.org/paper/Adapting-and-implementing-Japanese-lesson-study-%3A-Groves-Doig/2d3123b385d83b67298790604b0953d7e4f8e606#citing-papers >. Acesso em: 10 ago. 2020.
https://www.semanticscholar.org/paper/Ad...
) in addition to the fact that American students presented a low performance in the Trends in International Mathematics and Science Study (SAITO, 2012SAITO, E. Key issues of lesson study in Japan and the United States: a literature review, Professional Development in Education, v. 38, n. 5, p. 777-789, 2012. Disponível em:<http://dx.doi.org/10.1080/19415257.2012.668857>. Acesso em: 10 out. 2020.
https://doi.org/10.1080/19415257.2012.66...
). These facts generated subsequent interest in addressing this problem. Similarly, LS was introduced in Chile through the agreement established in the collaboration program "Improving mathematical education in Chile supported by Japan” in 2005 (OLFOS; ISODA; ESTRELLA, 2020OLFOS, R.; ISODA, M.; ESTRELLA, S. Más de una década de Estudio de Clases en Chile: hallazgos y avances. Revista Pardigma, v. 41, p. 190-221, 2020.). As LS could be recognized as an “organic system” (FUJII, 2014FUJII, T. Implementing Japanese lesson study in foreign countries: misconceptions revealed. Mathematics Teacher Education and Development, v. 16, n. 1, p. 2-18., 2014. Disponível em:<Disponível em:https://eric.ed.gov/?id=EJ1046666 >. Acesso em: 02 ago. 2020.
https://eric.ed.gov/?id=EJ1046666...
) in which all teachers should work collaboratively driven by the same general purpose (STIGLER; HIEBERT, 2016STIGLER. J. W.; HIEBERT, J. Lesson study, improvement, and the importing of cultural routines. ZDM Mathematics Education, v. 48, p. 581-587, 2016. DOI 10.1007/s11858-016-0787-7
https://doi.org/10.1007/s11858-016-0787-...
), it is crucial that all school subjects are involved and specifically investigated through the LS approach so that it would produce more significant and sustained results. In compliance with Yoshida (1999YOSHIDA, M. Lesson study: a case of a Japanese approach to improving instruction through school-based teacher development. 1999. 528 f. (Doutorado em Educação) - University of Chicago, Chicago, 1999.), we argue that the impact of scant and isolated groups of teachers on students´ learning is limited.

LS is acknowledged for being a powerful professional development model that can foster teacher learning by bringing teaching close to practice (SUH; FULGINITI, 2012SUH, J. M.; FULGINITI, K. “Situating the learning” of teaching: implementing lesson study at a professional development school. School-University Partnerships, v. 5, n. 2, p. 24-37, 2012.; KOTELAWALA, 2012KOTELAWALA, U. Lesson study in a methods course: connecting teacher education to the field. The Teacher Educator, v. 47, p. 67-89, 2012. DOI: 10.1080/08878730.2012.633840.
https://doi.org/10.1080/08878730.2012.63...
; CAJKLER et al., 2013CAJKLER, W. et al. Lesson Study: towards a collaborative approach to learning in Initial Teacher Education? Cambridge Journal of Education, v. 43, n. 4, p. 537-554, 2013. DOI: 10.1080/0305764X.2013.834037.
https://doi.org/10.1080/0305764X.2013.83...
, DUDLEY et al., 2019DUDLEY, P. et al. Empirical evidence of the impact of lesson study on students’ achievement, teachers’ professional learning and on institutional and system evolution. Eur J Educ., v. 54, p. 202-217, 2019. DOI: 10.1111/ejed.12337.
https://doi.org/10.1111/ejed.1233...
). However, it seems that traditionally, in Japan, most elementary and middle schools take part in LS, being less frequent in Japanese high schools (GROVES; DOIG, 2010GROVES, S.; DOIG, B. Adapting and implementing Japanese lesson study: some affordances and constraints. In: EAST ASIA REGIONAL CONFERENCE ON MATHEMATICS EDUCATION, 5, 2010, Tóquio. Anais eletrônicos… Tóquio: Society of Mathematical Education (JSME) In Search of Excellence of Mathematics Education, p. 699-706. 2010. Disponível em:<Disponível em:https://www.semanticscholar.org/paper/Adapting-and-implementing-Japanese-lesson-study-%3A-Groves-Doig/2d3123b385d83b67298790604b0953d7e4f8e606#citing-papers >. Acesso em: 10 ago. 2020.
https://www.semanticscholar.org/paper/Ad...
) and in higher education. In this same direction, data in this study reveal that most research, 12 of the 28 (42.85%), took place in elementary and middle school settings, while it was less investigated at the undergraduate level (25%). In line with this, another finding points out that LS was examined in the context of initial teacher education in only 21.43% of the studies, in contrast with in-service settings (78.57%).

The literature confirms that, successfully integrated, LS is central for prospective teacher learning (SOTO et al., 2019SOTO, M. et al. Bridging distances: professional development for higher education faculty through technology-facilitated lesson study. Journal of University Teaching & Learning Practice, v. 16, n. 3, p. 1-19, 2019. Disponível em:<Disponível em:https://ro.uow.edu.au/cgi/viewcontent.cgi?article=1893&context=jutlp >. Acesso em: 10 out. 2020.
https://ro.uow.edu.au/cgi/viewcontent.cg...
, HANDAYANI; TRYANTO, 2022HANDAYANI R. D.; TRYANTO. Online microteaching lesson study: a recipe to enhance prospective physics teachers' pedagogical knowledge. International Journal for Lesson and Learning Studies, v. 11, n. 3, p. 221-234, 2022. DOI: 10.1108/IJLLS-02-2022-0017.
https://doi.org/10.1108/IJLLS-02-2022-00...
) as it “encourages team members to bridge the gap between theory and practice” (SCHIPPER et al., 2020SCHIPPER, T. M, GOIet al. Lesson Study in Dutch initial teacher education explored: its potential and pitfall. International Journal for Lesson and Learning Studies, v. 9, n. 4, 351-365, 2020. DOI: https://doi.org/10.1108/IJLLS-04-2020-0018.
https://doi.org/10.1108/IJLLS-04-2020-00...
, p. 362). For example, Suh and Fulginiti (2012SUH, J. M.; FULGINITI, K. “Situating the learning” of teaching: implementing lesson study at a professional development school. School-University Partnerships, v. 5, n. 2, p. 24-37, 2012.) discussed the challenge of providing the opportunity for pre-service teachers to experience the complexity of teaching and, at the same time, for experienced teachers to plan lessons along with novice teachers situated in practice. This positive experience allowed pre-service teachers a safe and authentic environment to lessen their anxiety, develop specific pedagogical knowledge and reflect on their practice.

Correspondingly, Danday and Monterola (2019DANDAY, B. A.; MONTEROLA, S. L. C. Effects of microteaching multiple-representation physics lesson study on pre-service teachers´ critical thinking. Journal of Baltic Science Education, v. 18, n. 5, p. 692-707, 2019. DOI: 10.33225/jbse/19.18.692.
https://doi.org/10.33225/jbse/19.18.692...
), reported that an experimental group of pre-service teachers benefited from experiencing microteaching multiple-representation LS and demonstrated better effects on the enhancement of critical thinking. Both studies concluded that feedback from experts, collaboration among fellow pre-service teachers and students, and length of preparation and teaching influenced the positive results perceived. Therefore, we argue that LS is a prominent vehicle that should be introduced to teacher candidates beyond their preparation program to instill in them the lifelong commitment to reflective and collaborative practice necessary for their engagement in professional development.

In terms of the specific procedures and characteristics implemented to the LS model, 16 studies (57.14%) focused their evaluation on the process of LS, 8 studies (28.57%) focused on both the process and the outcome, 4 studies (14.29%) focused only on the outcome and 4 studies (14.29%) did not specify this aspect. This finding may be explained by the fact that the literature unanimously views LS as a complex process that focuses on the student, teacher, and organizational learning (e.g. FUJII, 2014FUJII, T. Implementing Japanese lesson study in foreign countries: misconceptions revealed. Mathematics Teacher Education and Development, v. 16, n. 1, p. 2-18., 2014. Disponível em:<Disponível em:https://eric.ed.gov/?id=EJ1046666 >. Acesso em: 02 ago. 2020.
https://eric.ed.gov/?id=EJ1046666...
; STIGLER; HIEBERT, 2016STIGLER. J. W.; HIEBERT, J. Lesson study, improvement, and the importing of cultural routines. ZDM Mathematics Education, v. 48, p. 581-587, 2016. DOI 10.1007/s11858-016-0787-7
https://doi.org/10.1007/s11858-016-0787-...
; DUDLEY et al., 2019DUDLEY, P. et al. Empirical evidence of the impact of lesson study on students’ achievement, teachers’ professional learning and on institutional and system evolution. Eur J Educ., v. 54, p. 202-217, 2019. DOI: 10.1111/ejed.12337.
https://doi.org/10.1111/ejed.1233...
), and much more than the “final product”, what matters is the process. This result might be connected with the controversial inclusion of teaching a revised lesson in the LS cycle.

In this review, 17 studies (60.71%) reported having refined and re-taught a research lesson, 7 studies (25%) did not use this resource and 4 studies (14.29%) did not specify it. Some experts are emphatic saying that teaching a revised lesson is not a common practice in LS procedures in Japan (YOSHIDA, 1999YOSHIDA, M. Lesson study: a case of a Japanese approach to improving instruction through school-based teacher development. 1999. 528 f. (Doutorado em Educação) - University of Chicago, Chicago, 1999.; STIGLER; HIEBERT, 2016STIGLER. J. W.; HIEBERT, J. Lesson study, improvement, and the importing of cultural routines. ZDM Mathematics Education, v. 48, p. 581-587, 2016. DOI 10.1007/s11858-016-0787-7
https://doi.org/10.1007/s11858-016-0787-...
). Such a strategy is even ‘disrespectful’, as Fujii (2014FUJII, T. Implementing Japanese lesson study in foreign countries: misconceptions revealed. Mathematics Teacher Education and Development, v. 16, n. 1, p. 2-18., 2014. Disponível em:<Disponível em:https://eric.ed.gov/?id=EJ1046666 >. Acesso em: 02 ago. 2020.
https://eric.ed.gov/?id=EJ1046666...
) highlights, not only because a research lesson is unique and designed for a particular group of students, but also because students deserve the best and cannot be treated as scientific experiments. LS cannot be reduced to a means of producing more polished lessons (LEWIS, 2009LEWIS, C.; PERRY, R.; HURD, J. Improving mathematics instruction through lesson study: a theoretical model and North American case. Journal of Mathematics Teacher Education, v. 12, p. 285-304, 2009. DOI: 10.1007/s10857-009-9102-7.
https://doi.org/10.1007/s10857-009-9102-...
), since it is much more than the lesson itself (LEWIS et al., 2006). Rather, trying to obtain a perfect lesson is to deviate from its main purpose (TAKAHASHI; McDOUGAL, 2016TAKAHASHI, A.; MCDOUGAL, T. Collaborative lesson research: maximizing the impact of lesson study. ZDM Mathematics Education, v. 48, p. 513-526, 2016. Disponível em: <https://doi.org/10.1007/s11858-015-0752-x>. Acesso em: 05 set. 2020.
https://doi.org/10.1007/s11858-015-0752-...
; ELLIOTT, 2019ELLIOTT, J. What is lesson study?European Journal of Education, n. 54, p. 175-188, 2019. DOI: 10.1111/ejed.12339.
https://doi.org/10.1111/ejed.12339...
). Nevertheless, the overwhelming support for a high number of researchers conducting a revised lesson in this review comes from adaptions adopted in settings outside Japan. Chinese Lesson Study, for example, requires repeating the revised research lesson (Huang, Prince, Barlow, & Schmidt, 2017HUANG, R. et al. Improving mathematics teaching as deliberate practice through Chinese lesson study. The Mathematics Educator, v. 26, n. 1, p. 32-55, 2017. Disponível em:<Disponível em:https://eric.ed.gov/?id=EJ1153298 >. Acesso em: 10 ago. 2020.
https://eric.ed.gov/?id=EJ1153298...
), and in the west, Dudley (2011DUDLEY, P. Lesson study: a handbook, 2011. Disponível em:<Disponível em:http://lessonstudy.co.uk/wp-content/uploads/2012/03/Lesson_Study_Handbook_-_011011-1.pdf. > Acesso em: 10 set. 2020.
http://lessonstudy.co.uk/wp-content/uplo...
, 2013) advocates it as part of the LS cycle, whereas Lewis (2009LEWIS, C.; PERRY, R.; HURD, J. Improving mathematics instruction through lesson study: a theoretical model and North American case. Journal of Mathematics Teacher Education, v. 12, p. 285-304, 2009. DOI: 10.1007/s10857-009-9102-7.
https://doi.org/10.1007/s10857-009-9102-...
) considers it optional. As Stigler and Hiebert (2016STIGLER. J. W.; HIEBERT, J. Lesson study, improvement, and the importing of cultural routines. ZDM Mathematics Education, v. 48, p. 581-587, 2016. DOI 10.1007/s11858-016-0787-7
https://doi.org/10.1007/s11858-016-0787-...
) explain, reteaching a lesson might be of crucial importance in contexts outside Japan because it unveils hidden aspects that are taken for granted in that country, but needed to be demonstrated elsewhere.

Regarding the inclusion of facilitators or knowledgeable others, 19 of the selected studies (67,86%) reported having had such a professional during the process of implementing LS, 6 studies (21.43%) did not include this professional, and 3 (10.71%) did not specify this information. As for the team members, 12 studies (42.86%) indicated that the professionals involved in the LS model did not have any experience with such an approach before, and the same number of studies did not specify it. As discussed in Bocala (2015BOCALA, C. From experience to Expertise: the development of teachers´ learning in lesson study. Journal of Teacher Education, v. 66, n. 4, p. 349-362, 2015. DOI: 10.1177/0022487115592032.
https://doi.org/10.1177/0022487115592032...
), both novices and experts should work together in teacher learning models, since more experienced teachers and knowledgeable others can encourage and give support to novice participants and provide essential expertise to the whole process. Knowledgeable others have been defined as someone, usually outside of the planning team, who plays an important role in contributing during the planning process and the post-lesson discussion (DUDLEY, 2014DUDLEY, P. Lesson study: a handbook. 2014. Disponível em:<http://lessonstudy.co.uk/wp-content/uploads/2012/03/new-handbook-revisedMay14.pdf> Acesso em: 05 set. 2020.
http://lessonstudy.co.uk/wp-content/uplo...
; FUJII, 2016FUJII, T. Designing and adapting tasks in lesson planning: a critical process of Lesson Study. ZDM Mathematics Education, v. 48, p. 411-423, 2016. DOI 10.1007/s11858-016-0770-3.
https://doi.org/10.1007/s11858-016-0770-...
; TAKAHASHI; McDOUGAL, 2016TAKAHASHI, A.; MCDOUGAL, T. Collaborative lesson research: maximizing the impact of lesson study. ZDM Mathematics Education, v. 48, p. 513-526, 2016. Disponível em: <https://doi.org/10.1007/s11858-015-0752-x>. Acesso em: 05 set. 2020.
https://doi.org/10.1007/s11858-015-0752-...
).

According to Takahashi (2014TAKAHASHI, A. The role of the Knowledgeable other in lesson study: examining the final comments of experienced lesson study practitioners. Mathematics Teacher Education and Development, v. 16, n. 1, p. 1-17, 2014. Disponível em:<Disponível em:https://files.eric.ed.gov/fulltext/EJ1046714.pdf >. Acesso em: 09 out. 2019.
https://files.eric.ed.gov/fulltext/EJ104...
, p. 10), knowledgeable others are responsible for “(1) bringing new knowledge from research and the curriculum; (2) showing the connection between the theory and the practice; and (3) helping others learn how to reflect on teaching and learning.” In this respect, Yoshida (1999YOSHIDA, M. Lesson study: a case of a Japanese approach to improving instruction through school-based teacher development. 1999. 528 f. (Doutorado em Educação) - University of Chicago, Chicago, 1999.) informed that all the surveyed schools reported in his ethnographic study in Japan included an outside-of-school adviser as part of their organizational chart. Especially in countries where LS is still not embedded in their culture, these professionals are considered of high relevance (SEINO; FOSTER, 2020SEINO, T.; FOSTER, C. Analysis of the final comments provided by a knowledgeable other in lesson study. Journal of Mathematics Teacher Education, v. 48, 2020. DOI: 10.1007/s10857-020-09468-y
https://doi.org/10.1007/s10857-020-09468...
), for “without them, knowledge and skills would remain empty concepts devoid of real application and use” (MEWALD; MÜRWALD-SHEIFINGER, 2019MEWALD, C.; MÜRWALD-SCHEIFINGER, E. Lesson study in teacher development: a paradigm shift from a culture of receiving to a culture of acting and reflecting. European Journal of Education, v. 54, p. 218-232, 2019. DOI: 10.1111/ejed.12335.
https://doi.org/10.1111/ejed.12335...
, p. 229).

Being often acknowledged as a “teacher-led” collaborative research designed to develop teaching (LEWIS, 2002LEWIS, C. Lesson study: a handbook for teacher-led improvement of instruction. Philadelphia: Research for Better Schools, 2002.; TAMURA; UESUGI, 2020TAMURA. T.; UESUGI, Y. Involving students in lesson study: a new perspective. International Journal for Lesson and Learning Studies, v. 9, n. 2, p. 139-151, 2020. DOI: 10.1108/IJLLS-04-2018-0026.
https://doi.org/10.1108/IJLLS-04-2018-00...
), LS is mostly embedded in teachers´ cultural perspectives. This may explain why much less attention has been given to how students engage, perceive, and experience their learning. In the same vein, the results in this investigation indicated that only 3 studies (10,71%) demonstrated to have investigated the learners´ perspective, in contrast with 21 studies (75%) that looked at the teachers´ perceptions alone, and 4 studies (14.29%) that did not make this formation explicit.

In this respect, Wood and Cajkler (2016WOOD, K.; CAJKLER, W. A participatory approach to Lesson Study in higher education. International Journal for Lesson and Learning Studies, v. 5n. 1, p. 4-18, 2016. DOI: 10.1108/IJLLS-08-2015-0027.
https://doi.org/10.1108/IJLLS-08-2015-00...
) argue that when learning challenges and approaches to learning are identified only through the teachers´ perspective, potential barriers remain between teachers and students. The authors found that listening to their students´ perceptions of what was difficult in the lesson and what they would change about it reflected on their learning outcomes. This finding led the authors to propose a participatory approach to LS as a vehicle to provide new insights into the complex nature and process of learning involving the students. In the study conducted by Khokhotva and Albizuri (2020KHOKHOTVA, O.; ALBIZURI, I. E. Student voice in Lesson Study as a space for EFL teachers´ learning: a case study in Kazakhstan. International Journal for Lesson and Learning Studies, v. 9, n. 2, p. 153-166, 2020. DOI: 10.1108/IJLLS-06-2019-0054.
https://doi.org/10.1108/IJLLS-06-2019-00...
), teachers are also informed on how and what students need to learn through the voice of students, which brings significant implications to teachers´ transformative learning, educational beliefs change, and improvements in the lesson design. These studies provide new perspectives on having students participate in the LS process and reveal that significant impacts are recognized due to the student´s active involvement.

Concerning the duration of the LS process indicated by the selected articles, the investigations occurred from three weeks to as far as 18 months, in an average of 1.8 institutions (SD=1.81). In contrast with cultures hungry for immediate results aiming at overnight improvements in test scores (CAJKLER et al., 2015CAJKLER, W. et al. Teacher perspectives about lesson study in secondary school departments: a collaborative vehicle for professional learning and practice development, Research Papers in Education, v. 30, n. 2, p. 192-213, 2015. DOI: 10.1080/02671522.2014.887139.
https://doi.org/10.1080/02671522.2014.88...
), LS is practiced with a view to long-term results in Japan. In Yoshida´s account (1999YOSHIDA, M. Lesson study: a case of a Japanese approach to improving instruction through school-based teacher development. 1999. 528 f. (Doutorado em Educação) - University of Chicago, Chicago, 1999.), for example, the average length of School-Based Teacher Development focusing on the same topic was about four years. Takahashi and McDougal (2016TAKAHASHI, A.; MCDOUGAL, T. Collaborative lesson research: maximizing the impact of lesson study. ZDM Mathematics Education, v. 48, p. 513-526, 2016. Disponível em: <https://doi.org/10.1007/s11858-015-0752-x>. Acesso em: 05 set. 2020.
https://doi.org/10.1007/s11858-015-0752-...
) warned about the decision of a school district of organizing the complete LS cycle on one single day and brought questions to whether this model could still be considered LS. As mentioned before, Lewis, Perry, and Hurd (2004LEWIS, C.; PERRY, R.; HURD, J. A Deeper Look at Lesson Study. Educational Leadership, v. 61, n. 5, p. 18-22, 2004. Disponível em:<Disponível em:http://tccore2015.weebly.com/uploads/2/8/7/3/28734887/deeperlookatls-2.pdf >. Acesso em: 15 set. 2020.
http://tccore2015.weebly.com/uploads/2/8...
) pointed out that LS favors a stronger connection between daily practice and the long-term goals the teachers pursued simultaneously. Although scholars vary in developing research in a different range of time lengths, what has unanimously agreed is that LS has the high potential to produce a long-term impact on teachers’ practice and substantial positive outcomes on their student´s academic success if sustained appropriately.

Among the pedagogical practices identified in the selected publications, professional collaborative practice is the one most used by the investigators (50%). More variation was identified concerning the learning or teaching theory associated with LS practices. Of the 28 articles, 23 different related theories were identified. This might be because LS is a flexible approach with room to be shaped according to cultural and organizational settings to meet the needs of teachers and students effectively (SCHIPPER et al., 2020SCHIPPER, T. M, GOIet al. Lesson Study in Dutch initial teacher education explored: its potential and pitfall. International Journal for Lesson and Learning Studies, v. 9, n. 4, 351-365, 2020. DOI: https://doi.org/10.1108/IJLLS-04-2020-0018.
https://doi.org/10.1108/IJLLS-04-2020-00...
).

Such a flexible model, led Wood (2020WOOD, K. The path of teachers´ learning through lesson and learning studies. International Journal for Lesson and Learning Studies, v. 9, n. 2, p. 93-99, 2020. DOI: 10.1108/IJLLS-12-2019-0083.
https://doi.org/10.1108/IJLLS-12-2019-00...
) to discuss the dimension of variation concerning the theories described by articles recently published in the International Journal for Lesson and Learning Studies. She underscored the importance of research instruction “being explicit about the theory of learning informing lesson and learning studies and how its implementation leads to teacher learning” (Wood, 2020WOOD, K. The path of teachers´ learning through lesson and learning studies. International Journal for Lesson and Learning Studies, v. 9, n. 2, p. 93-99, 2020. DOI: 10.1108/IJLLS-12-2019-0083.
https://doi.org/10.1108/IJLLS-12-2019-00...
, p. 93) and raised the question of which theory is the one to underpin Japanese LS. The concern with theoretical approaches associated with LS had already been discussed by Norwich (2018NORWICH, B. Making sense of international variations in lesson study and lesson study-like practices: An exploratory and conceptual perspective. International Journal for Lesson and Learning Studies, v. 7, n. 3, p. 201-216, 2018. Disponível em:<https://doi.org/10.1108/IJLLS-02-2018-0007>. Acesso em: 02 set. 2020.
https://doi.org/10.1108/IJLLS-02-2018-00...
). The author examined variations within LS practices and their connections with related professional learning and teaching traditions. Norwich concluded that the wide variation of practices identified in his investigation makes it difficult to establish which features are necessary and sufficient “to distinguish LS practices from the other non-LS professional learning practices” (Norwich, 2018, p. 213) and suggested that a polythetic type of definition of professional learning and development practices might be useful to protect labels from being excessively used and deviated from its proper use.

RQ. What Cultural Aspects or Local Conditions May Have Influenced LS Outcomes?

The success credited to LS in its homeland is mostly a reflection of Japan´s cultural and social conditions and particular school system. Experts unanimously agree that, as teaching is a complex social activity, adaptations to LS procedures will be necessary to fit local needs and contexts (STIGLER; HIEBERT, 2016STIGLER. J. W.; HIEBERT, J. Lesson study, improvement, and the importing of cultural routines. ZDM Mathematics Education, v. 48, p. 581-587, 2016. DOI 10.1007/s11858-016-0787-7
https://doi.org/10.1007/s11858-016-0787-...
; SCHIPPER et al., 2019STIGLER. J. W.; HIEBERT, J. Lesson study, improvement, and the importing of cultural routines. ZDM Mathematics Education, v. 48, p. 581-587, 2016. DOI 10.1007/s11858-016-0787-7
https://doi.org/10.1007/s11858-016-0787-...
; ADLER; MWADZAANGATI; TAKKER, 2023ADLER, J.; MWADZAANGATI, L.; TAKKER, S. From defining as assertion to defining as explaining meaning: teachers' learning through theory-informed lesson study. International Journal for Lesson and Learning Studies, v. 12, n. 1, p. 38-51, 2023. DOI: 10.1108/IJLLS-02-2022-0029.
https://doi.org/10.1108/IJLLS-02-2022-00...
). Pursuing this understanding, the above analysis reveals several aspects that should be taken into consideration for the effective implementation of LS outside Japan.

Time Constraints

Lack of shared time for the team to collaboratively conduct all the necessary activities to develop the LS model properly may simply refrain the implementation of this approach from the start. LS demands teachers´ involvement (LIM-RATNAM et al., 2019LIM-RATNAM, C. T. et al. Lost in adaptation? Issues of adapting lesson study in non-Japanese contexts. Educational Research for Policy and Practice, v. 18, p. 263-278, 2019. DOI: https://doi.org/10.1007/s10671-019-09247-4
https://doi.org/10.1007/s10671-019-09247...
) and, not surprisingly, more time for lesson planning than ordinary class preparation (CERBIN; KOPP, 2006CERBIN, W.; KOPP, B. Lesson study as a model for building pedagogical knowledge and improving teaching. International Journal of Teaching and Learning in Higher Education, v. 18, n. 3, p. 250-257, 2006. Disponível em:<Disponível em:http://www.isetl.org/ijtlhe/pdf/IJTLHE110.pdf >. Acesso em: 10 out. 2020.
http://www.isetl.org/ijtlhe/pdf/IJTLHE11...
). “Protect their time”, advises Dudley (2011DUDLEY, P. Lesson study: a handbook, 2011. Disponível em:<Disponível em:http://lessonstudy.co.uk/wp-content/uploads/2012/03/Lesson_Study_Handbook_-_011011-1.pdf. > Acesso em: 10 set. 2020.
http://lessonstudy.co.uk/wp-content/uplo...
, p. 7). Or how else can teachers be highly committed to the improvement of their professional development if they are required to stay a hundred percent of their working hours teaching? How can they volunteer if they need to cope with 2 or 3 jobs and work 10 hours a day to increase their income and make ends meet every month? The factor of time seems to be a key component to be discussed and overcome if LS is to be sustained.

Financial Support

Connected to the issue mentioned above, providing financial support for teachers and research projects is crucial to enable the implementation and sustainability of this approach. Takahashi and McDougal (2016TAKAHASHI, A.; MCDOUGAL, T. Collaborative lesson research: maximizing the impact of lesson study. ZDM Mathematics Education, v. 48, p. 513-526, 2016. Disponível em: <https://doi.org/10.1007/s11858-015-0752-x>. Acesso em: 05 set. 2020.
https://doi.org/10.1007/s11858-015-0752-...
) confirm that the provision of adequate time for teachers to participate in the LS model through the use of funds is an important catalyst for LS implementation. Even when funding is not allocated officially, it is raised through other avenues to guarantee this approach is developed and spread (see, for example, LEWIS; PERRY; HURD, 2009LEWIS, C.; PERRY, R.; HURD, J. Improving mathematics instruction through lesson study: a theoretical model and North American case. Journal of Mathematics Teacher Education, v. 12, p. 285-304, 2009. DOI: 10.1007/s10857-009-9102-7.
https://doi.org/10.1007/s10857-009-9102-...
).

Search for Quick Results

A quick result-oriented culture might not welcome LS practices as easily as they seek for better-examining results to happen overnight (CAJKLER et al., 2015CAJKLER, W. et al. Teacher perspectives about lesson study in secondary school departments: a collaborative vehicle for professional learning and practice development, Research Papers in Education, v. 30, n. 2, p. 192-213, 2015. DOI: 10.1080/02671522.2014.887139.
https://doi.org/10.1080/02671522.2014.88...
). In the LS movement, long-term goals are aligned with teachers´ daily practice to build strong collaboration and shared results. Therefore, rushing the process will not bring the expected results. In this sense, Stigler and Hiebert (2016STIGLER. J. W.; HIEBERT, J. Lesson study, improvement, and the importing of cultural routines. ZDM Mathematics Education, v. 48, p. 581-587, 2016. DOI 10.1007/s11858-016-0787-7
https://doi.org/10.1007/s11858-016-0787-...
) point out the reason why LS might not work in the North American context: “we underestimate the time and effort it will take to actually implement the idea in an effective way” (p. 586). In the present review article, the authors claim that these reasons identified by Stigler and Hiebert are the highest challenges that countries new to LS face in getting funding and collaboration from teachers, organizations, and public policies.

Choice for a Suitable Learning/Teaching Theory

This study has revealed that LS has been investigated alongside a variety of learning and teaching theories. This result might be related to the fact that LS is a flexible approach (SCHIPPER et al., 2020SCHIPPER, T. M, GOIet al. Lesson Study in Dutch initial teacher education explored: its potential and pitfall. International Journal for Lesson and Learning Studies, v. 9, n. 4, 351-365, 2020. DOI: https://doi.org/10.1108/IJLLS-04-2020-0018.
https://doi.org/10.1108/IJLLS-04-2020-00...
) and, as indicated by Norwich (2018NORWICH, B. Making sense of international variations in lesson study and lesson study-like practices: An exploratory and conceptual perspective. International Journal for Lesson and Learning Studies, v. 7, n. 3, p. 201-216, 2018. Disponível em:<https://doi.org/10.1108/IJLLS-02-2018-0007>. Acesso em: 02 set. 2020.
https://doi.org/10.1108/IJLLS-02-2018-00...
), LS and LS-related practices might be developed by adopting aspects from different traditions. What is essential, however, is that Japanese scholars make this model more explicit to the international academy (SAITO, 2012SAITO, E. Key issues of lesson study in Japan and the United States: a literature review, Professional Development in Education, v. 38, n. 5, p. 777-789, 2012. Disponível em:<http://dx.doi.org/10.1080/19415257.2012.668857>. Acesso em: 10 out. 2020.
https://doi.org/10.1080/19415257.2012.66...
) so that educators can choose an adequate theory to support their investigation in their local contexts. The question raised by Wood (2020WOOD, K. The path of teachers´ learning through lesson and learning studies. International Journal for Lesson and Learning Studies, v. 9, n. 2, p. 93-99, 2020. DOI: 10.1108/IJLLS-12-2019-0083.
https://doi.org/10.1108/IJLLS-12-2019-00...
, p. 98) as to “what is the learning theory that underpins JLS” (Japanese Lesson Study) might progress to “what are the adequate theories of learning that underpin LS?”

Inclusion of Knowledgeable Others

The inclusion of knowledgeable others in the LS model has been acknowledged as beneficial to all contexts, particularly the ones new to this process. While examining the projects that emerged in North American settings, Takahashi and McDougal (2016TAKAHASHI, A.; MCDOUGAL, T. Collaborative lesson research: maximizing the impact of lesson study. ZDM Mathematics Education, v. 48, p. 513-526, 2016. Disponível em: <https://doi.org/10.1007/s11858-015-0752-x>. Acesso em: 05 set. 2020.
https://doi.org/10.1007/s11858-015-0752-...
) considered that knowledgeable others’ contributions are essential to effective LS development not only during the post-lesson discussion but also during the planning process. In addition, the authors argued that, ideally, two different knowledgeable others should perform in each phase. In one respect, it is argued that the expertise of a knowledgeable other is not acquired through formal training, rather, it is developed through the participation in LS activities with colleagues and observation of a great number of final comments being given by peers and experts (Takahashi, 2014TAMURA. T.; UESUGI, Y. Involving students in lesson study: a new perspective. International Journal for Lesson and Learning Studies, v. 9, n. 2, p. 139-151, 2020. DOI: 10.1108/IJLLS-04-2018-0026.
https://doi.org/10.1108/IJLLS-04-2018-00...
). In settings where LS is not a common practice, the author recognizes that opportunities to develop due expertise are rare, however, contributions from knowledgeable others are even more necessary in these settings. To provide insight into the theme, Takahashi provides three steps that an inexperienced knowledgeable other might follow to ensure effective final comments. What is agreed unanimously is that research teams new to LS must not underestimate the importance of these professionals, in addition, researchers and organizations should collaborate to provide means for them to learn and develop this ability.

RQ3. What lessons inform future researchers or projects as to the necessary adaptations that should be made to develop a successful LS model?

Experts from Japan and China are becoming “more explicit about the theory behind lesson study, concerning both its goals and the methods for achieving them” (STIGLER; HIEBERT, 2016STIGLER. J. W.; HIEBERT, J. Lesson study, improvement, and the importing of cultural routines. ZDM Mathematics Education, v. 48, p. 581-587, 2016. DOI 10.1007/s11858-016-0787-7
https://doi.org/10.1007/s11858-016-0787-...
, p. 582). This is an increasing demand from foreign researchers who are focusing on understanding how LS occurs in its natural environment so that they can adapt it from there. The good news is that the LS process may not be intended to be used the same way everywhere. It is expected that LS differs across contexts (LEWIS; PERRY; MURATA, 2006LEWIS, C.; PERRY, R.; MURATA, A. How should research contribute to instructional improvement? The case of lesson study. Educational Researcher, v. 35, n. 3, p. 3-14, 2006.).

This study provides evidence that LS has been implemented around the globe and produced many positive results. It has demonstrated a variety of characteristics in the procedures that resulted in benefits for the students, teachers, and other stakeholders involved in the LS process. Such a flexible model permitted the adoption of a varied number of theories that sought to investigate the effects of LS across different subjects and school levels. It was also demonstrated that researchers use different strategies and characteristics of LS to suit the local needs and necessities.

In summary, observing and being faithful to the core aspects of LS is essential if it is to be implemented as such. However, the findings in this study reveal that several negotiable procedures can be reviewed in contexts beyond Japan to make it viable. It might have come the moment each cultural setting will have to decide which non-defining aspects will have to be revised and how LS will best suit their needs and conditions. What is certain, though, is that there are no shortcuts if we intend to point out a way to transform the education system on individual, regional, national, or global levels.

CONCLUSION

It was through writing this paper that the authors reconsidered what they believed was the heart of LS, that is, the research lesson to be crafted and executed by the LS team. Rather, LS refers to a cultural process that originated in Japan which is intrinsically connected to its people and traditions. As such, LS is encrusted in meta-aspects. It does not bear or stand out in a certain phase or activity, nor is it a matter of carrying out activities (LEWIS; PERRY; HURD, 2004LEWIS, C.; PERRY, R.; HURD, J. A Deeper Look at Lesson Study. Educational Leadership, v. 61, n. 5, p. 18-22, 2004. Disponível em:<Disponível em:http://tccore2015.weebly.com/uploads/2/8/7/3/28734887/deeperlookatls-2.pdf >. Acesso em: 15 set. 2020.
http://tccore2015.weebly.com/uploads/2/8...
). As Fujii (2014FUJII, T. Implementing Japanese lesson study in foreign countries: misconceptions revealed. Mathematics Teacher Education and Development, v. 16, n. 1, p. 2-18., 2014. Disponível em:<Disponível em:https://eric.ed.gov/?id=EJ1046666 >. Acesso em: 02 ago. 2020.
https://eric.ed.gov/?id=EJ1046666...
, p. 15) states, the heart of LS “is the educational value located at the meta-level.” In other words, LS is developed through routines, practices, and a lifelong and organically organized time, in which novices and experienced teachers jointly focus on student learning to answer “how-questions” over “what-ones”. It is not intended to be commercially traded as a product to be used during a particular time or simply shared through a PowerPoint presentation as if the audience would automatically integrate it into their pedagogical practice.

As Professor Peter Dudley fortunately told the first author during the WALS2020 conference when questioned about what a researcher beginning to LS should do to introduce it successfully: “Give it a go!”, he clarified. He was saying, live it! It is obvious that the visible processes for implementing LS are being more and more established by empirical research and theoretical writings, and these are to be meticulously observed. However, beyond theory and procedures, LS is to be experienced. It has to be embraced sustainably. It has to be lived.

This study was motivated by the desire of encouraging more researchers, especially in Latin America, to introduce LS to their contexts, and learn from this study not only about the specific procedures that typically involve the LS movement but also become aware of the potential and constraints of this professional development model. Firstly, in this respect, as South America was represented by only one research in this systematic review, it is suggested that future research identify and analyze how LS could be properly “translated” in this region, what educational and cultural values could contribute or hinder its use so that LS finds its path of implementation in this context.

Secondly, further research is needed to investigate whether and how schools participating in LS projects continued implementing more LS activities some years after their first experience and how much LS has impacted teachers´ and students´ learning in contexts that have no tradition in this approach. Thirdly, while implementing the LS model, researchers should center their investigation on what students have to say about their learning path through a constructionist, contextualized, and meaningful environment, as discussed by Schlünzen et al. (2020), who defend the engagement of every member of the teaching community toward a more deeply, reflective, and inclusive school.

Considering teaching is a complex and socially-situated activity, this paper provides further insight into cultural elements that emerged from the studies that might have influenced the implementation of LS in different educational settings: the pressure of time, lack of financial support, and demands of quick results are shown as the most crucial factors that impacted the development of LS in all its phases. Besides, the results of this study revealed that a choice for a suitable learning or teaching theory as well as the inclusion of knowledgeable others may influence the success of its implementation across various cultures.

The results of this study should be interpreted in light of some limitations. A challenge of systematic literature reviews is how to elaborate a search string that results in as many publications that meet the inclusion criteria as possible. The term “Lesson Study” was used in English, Spanish, and Portuguese combined with other search terms in different databases. There might be additional search term combinations that could have resulted in additional studies. This is a small-scale investigation that used a limited number of databases. If more databases had been included, results would likely have been more robust. In addition, this study selected full-text publications. If more studies had allowed access to their full texts, discussions might have pointed to or included a different direction.

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  • This research was funded by the Coordination for the Improvement of Higher Education Personnel - CAPES/Brazil.

Publication Dates

  • Publication in this collection
    12 Feb 2024
  • Date of issue
    2024

History

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