79PROFILE Vol. 14, No. 1, April 2012. ISSN 1657-0790. Bogotá, Colombia. Pages 79-89

Effects of Strategy Instruction in an EFL Reading Comprehension 
Course: A Case Study

 Efectos de la instrucción de estrategias en un curso de comprensión de lectura 
en inglés como lengua extranjera: un estudio de caso

Sergio Lopera Medina*
Universidad de Antioquia, Colombia

Strategy instruction is useful in teaching contexts. This paper examines the effects of strategy instruc-
tion in an EFL reading comprehension course carried out with 26 undergraduate students at a Colom-
bian university. As a research method, a case study was implemented. There were three instruments 
with which to collect data: reading comprehension tests, teacher’s field notes and self-reflection in 
class at the strategy instruction phase, and a learning perception questionnaire. Given that students 
improved in reading comprehension, it would seem that reading strategy instruction is indeed very 
useful. Also, it was noted that when students applied reading strategies, they became more self-confi-
dent and this in turn enhanced their motivation. Finally, when students applied the reading strategy 
approach, the use of dictionaries decreased considerably. 

Key words: Dictionary use, improvement in EFL reading comprehension, reading strategy instruction, 
self-confidence.

La instrucción basada en estrategias es útil en los contextos de lectura. Este artículo reporta los efectos 
de instrucción basada en estrategias de lectura en inglés como lengua extranjera a un grupo de 26 
estudiantes de enfermería de una universidad colombiana. Como método de investigación se llevó 
a cabo el estudio de caso. Para recolectar la información, se aplicaron tres instrumentos: pruebas 
de comprensión de lectura, notas de campo y la autorreflexión en clase en la fase de instrucción de 
estrategias, y un cuestionario de percepción de aprendizaje. Debido a que los estudiantes mejoraron 
en la comprensión de lectura, se concluye que la instrucción basada en estrategias de lectura parece 
ser beneficiosa. Se observó que cuando los estudiantes aplicaban las estrategias de lectura, mostraban 
mayor autoconfianza, lo cual incrementó su motivación. Además, cuando los estudiantes aplicaban el 
enfoque de estrategias de lectura, el uso del diccionario disminuyó considerablemente. 

Palabras clave: autoconfianza, instrucción basada en estrategias, mejora en la comprensión de lectura 
en inglés, uso del diccionario.

* E-mail: serggiolop@hotmail.com 

This article was received on April 27, 2011, and accepted on November 21, 2011.



Universidad Nacional de Colombia, Facultad de Ciencias Humanas, Departamento de Lenguas Extranjeras80

Lopera Medina

Introduction
There is a common belief among educators 

that appropriate strategy use has a good impact 
on students when they are trained to apply effec-
tive strategies. Janzen (1996) proposes that strategy 
instruction is useful in reading contexts because 
students develop knowledge about the reading 
process. Janzen (1996), Winograd and Hare (1988), 
and Karbalaei (2001) have focused on the reading 
strategies that readers use here and throughout in 
processing written input and have made some sug-
gestions on how to teach reading comprehension in 
foreign language (FL) / second language (SL) con-
texts. This paper reports a case study of the effects 
of strategy instruction in an English as a foreign 
language (EFL) reading course with students at the 
Universidad de Antioquia, Medellín, Colombia. 

This paper begins with a review of the rele-
vant literature followed by the research method 
and research question. Then, the data collection 
and analysis procedures are described. Finally, it 
reports the main findings and proposes some con-
clusions and an implication.

Literature Review
This section covers the concepts of reading 

strategy instruction, motivation, reading, and 
reading strategies.

The Process of Reading 
Strategy Instruction
According to Wenden (1985), and Oxford 

(1990), learner strategies allow learners to take 
responsibility for their own language learning. 
They posit that these learning strategies help them 
to solve learning problems, and as a result, stu-
dents may become autonomous language learners. 
According to Wenden and Rubin (1987), the pro-
cess of learner strategy instruction consists of two 
important issues: the first one is the description 

of strategies that successful language learners use, 
presented as typologies. The second one is training 
FL/SL students in how to apply strategies that have 
been proven effective. When the reading strate-
gies are outlined by good readers, teachers can use 
them to motivate poor readers thereby helping 
them learn more effectively (Hosenfeld, 1979). 

Block (1986) supports the idea that reading 
strategies help learners to execute a task iden- 
tifying which textual cues they have to focus on, to 
gauge how to make sense of what they read, and to 
know what to do when they have problems under-
standing the text. The reading strategies involved in 
this process range from the simplest (e.g. scanning, 
guessing word meaning, previewing), to the most 
complex (e.g. summarizing, making inferences, 
and identifying tone).

Carrell (1998) states that the difference between 
good and bad strategies is about using the strate-
gies consciously or unconsciously. In order to have 
effective second language (L2) reading strategy 
instruction, she suggests the involvement of two 
important metacognitive factors that can be applied 
in FL/L2 reading strategy instruction: knowledge of 
cognition, and regulation of cognition. The former 
guides readers to be aware of the reading strategies 
they use when reading. The latter asks readers to 
choose appropriate or more effective strategies that 
will help them here and elsewhere to have a better 
understanding of the text.

Research in reading has proved that when 
teachers use explicit reading strategies in classrooms, 
students improve their performance. Hamp-Lyons 
(1985) and Kern (1989) contrasted two different 
groups and found that a group that followed the 
strategy training did better than the one that did not 
follow this strategy instruction.

Winograd and Hare (1988, p. 134) outline five 
recommendations that teachers should follow in 
order to apply strategy instruction successfully:



81PROFILE Vol. 14, No. 1, April 2012. ISSN 1657-0790. Bogotá, Colombia. Pages 79-89

Effects of Strategy Instruction in an EFL Reading Comprehension Course: A Case Study

•	 Explain the strategy to be covered in the lesson.
•	 Describe the importance and benefits of using 

the strategy.
•	 Model how to use the reading strategy. 
•	 Highlight when and where to use the strategy. 
•	 Show students how they can assess whether 

they are using the strategy successfully or 
unsuccessfully.

Motivation 
When teachers apply strategy instruction 

in a consistent and realistic manner, students are 
engaged and this may increase their motiva-
tion. Bastidas (2006) claims that “motivation is 
a dynamic and an interactive process composed 
of beliefs, wants, reasons, and goals mediated by 
socio-cultural and historical conditions to learn 
a second or a foreign language” (p. 154). When 
students are guided to have a clear purpose in 
reading, motivation plays a very important role. 
Guthrie (1996) states that this motivation, or 
engaged reading, is beneficial because it is based 
on the cognitive characteristics of the reader. 
The reader uses cognitive strategies and interacts 
socially to learn from texts. Therefore, a moti-
vated reader is better equipped to negotiate the 
process of reading comprehension. 

Reading
Reading is an interactive process in which the 

writer and the reader dialog through a text. Barnett 
(1989, cited in Omaggio, 1993) defines reading as 
communication, as a mental process, as the reader’s 
active participation in the creation of meaning, and 
as a manipulation of strategies. Moreover, Day and 
Bamford (2000) posit that reading is the construc-
tion of meaning from a printed or written message. 

For academic purposes, reading is important 
because it is one of the most frequently used lan-
guage skills in everyday life, as witnessed by the 

use of Internet. Students search for information 
through the web and most of it is published in 
English. “As a skill reading is clearly one of the 
most important, in fact in many instances around 
the world we may argue that reading is the most 
important foreign skill, particularly in cases where 
students have to read English material for their 
own specialist subject but may never actually have 
to speak the language; such cases are often referred 
to as English as a library language” (McDonough 
& Shaw, 1993, p. 89).

Reading Strategies 
Mikulecky and Jeffries (2004) state that when 

learners receive strategy instruction, they build 
“on their already-established cognitive abilities and 
background knowledge” (p. 183). Students may also 
view reading strategies as a problem solving activ-
ity which takes the place of translating. Through 
this approach, students increase their confidence 
and motivation. As a result, they may have faster 
access to the reading material they have to use in 
their academic contexts. Poole (2009) points out 
that “a number of studies show the connection 
between increased reading strategy use and skilled 
reading among second language learners at the 
post-secondary level” (p. 30). Nunan (1999) high-
lights a typology of reading strategies developed by 
teachers in the ELTU (English Language Teaching 
Unit) at a Chinese university. His list is summa-
rized and modified for this paper, in Table 1. 

In order to guide students to use helpful strat-
egies when they read in a foreign language, the 
teacher can design certain tasks. Tasks are exercises 
intended to facilitate learning and in which there is 
an objective to reach. A task is defined as

any structured language learning endeavor which has a 

particular objective, appropriate content, a specified working 

procedure, and a range of outcomes for those who undertake the 

tasks. ‘Task’ is therefore assumed to refer to a range of work plans 



Universidad Nacional de Colombia, Facultad de Ciencias Humanas, Departamento de Lenguas Extranjeras82

Lopera Medina

which have the overall purpose of facilitating language learning –

from the simple and brief exercise type, to the more complex and 

lengthy activities such as group problem, solving or simulation, 

and decision making. (Breen, 1987, cited in Nunan 1989, p. 6)

Some important aspects of language learning 
must be included when designing activities, namely, 
activation and building of background knowledge, 
activities to work on the comprehension of the spe-
cific message, or activities dealing with reflection 
and discussion. When designing tasks for students, 
one of the most recommended routines is to design 
them following the format of pre-activities, while-
activities, and post-activities (Lopera, 2003). 

Research Question
What, if any, are the effects of reading strategy 

instruction in an undergraduate group taking a 
reading comprehension course? 

Research Method
This paper reports an exploratory case study 

(Cresswell, 2007; Merriam, 1998; Tellis, 1997; Yin, 
2003) used as the research method to understand 
the effect of reading strategy instruction on students’ 

reading comprehension. A case study is the most 
qualitative method used in information systems. It 
involves a phenomenon which has to do with real 
issues and one’s taking into account the context 
(Myers, 1997). In terms of this study, the teacher is 
seen as a researcher because she or he explores the 
effects of reading strategy training in his students 
(Freeman, 1998). On the other hand, researchers 
can also use a quantitative analysis in order to 
support data. One kind of quantitative design is 
pre-experimental. In this process, an evaluation is 
administered at the beginning of the experiment; 
then, treatment takes place with the group; finally, 
the same evaluation is given after the treatment in 
order to confirm the results. It is worth noting that 
this study favors qualitative analysis, and that the 
quantitative part aims at endorsing findings. 

Context and Group Profile
A group of the Faculty of Nursing at Universi-

dad de Antioquia was chosen to explore the effects 
of strategy training in reading comprehension in 
English as a foreign language. Reading Comprehen-
sion courses I and II are included in their curriculum. 
For this case study, Reading Comprehension I was 

Table 1. Typology of Reading Strategies Developed By Chinese University Teachers 
(Based on Nunan, 1999)

Strategy Comment

Having a purpose Knowing what you want to gain from the text

Previewing Making a quick survey of the text, identifying the topic, main idea

Skimming Getting the author’s point of view

Scanning Looking for specific details

Predicting Anticipating what is coming next

Inferring Getting the ideas that are not explicit 

Cohesive devices Identifying functions of conjunctions

Guessing word meaning Using context, word structure, cognates

Background knowledge Using what one already knows and applying it to new ideas in the text.



83PROFILE Vol. 14, No. 1, April 2012. ISSN 1657-0790. Bogotá, Colombia. Pages 79-89

Effects of Strategy Instruction in an EFL Reading Comprehension Course: A Case Study

taken as the setting for data collection. Participants 
were instructed in the typology of reading strate-
gies stated above in the section of reading strategies, 
namely: having a purpose, previewing, skimming, 
scanning, predicting, inferring, using cohesive 
devices, guessing word meaning, and activating 
background knowledge. 

There were 26 students in the class. There were 
24 women and 2 men, and their ages ranged from 19 
to 22 years old. The course lasted 20 weeks, with one 
class period of four hours a week. The course was 
taught in the students’ mother tongue (Spanish), 
but the exercises and readings were in English. Both 
the teacher and students used Spanish because the 
students did not feel sure of expressing their opin-
ions, asking or requesting clarifications as well as 
giving explanations in English. The participants 
expressed a high level of motivation to attend this 
course because they knew the importance of being 
skilled readers for their academic purposes. 

Research Procedure
The researcher used three instruments in the 

process of data collection:
The first instrument was a reading comprehen-

sion test which consisted of two paragraphs with 
20 multiple choice questions that included main 
ideas, referents, guessing word meaning, and infer-
ence. Students had to circle the best answer based 
on four options. Students were allowed to use dic-
tionaries and had 90 minutes to take the test. This 
test was implemented both at the beginning and at 
the end of the course. The second instrument was 
the documentation of the pedagogical intervention 
of the teacher, done through field notes in the class 
sessions and self-reflection in a diary, as the teacher 
was the researcher in the study. The teacher followed 
the five recommendations outlined by Winograd 
and Hare (1988) as described above in the section 
of the process of reading strategy instruction. The 

teacher also involved the experience-text-relation-
ship (ETR) method which has been applied usefully 
by researchers (Carrell, Pharis, & Liberto, 1989; Au, 
1979). This method helps learners to activate and/
or develop their background knowledge of the text. 
This method also helps learners to monitor their 
reading comprehension and to become aware of 
the reading strategies they use when the teacher 
uses the reading strategy instructions. The teacher 
followed a diary in order to collect information of 
the process that students followed. A set of peda-
gogical activities are described:
•	 The teacher told the students the purpose for 

each reading strategy. He also emphasized the 
benefits of using them.

•	 Both the teacher and students looked at the title 
of the selected text and predicted the possible 
content of the reading. The teacher selected 
authentic readings not only about their spe-
cific area (nursing) but also about social issues, 
tourism, technology, education, and medicine. 
The teacher always motivated the students to 
activate their background knowledge related to 
the content of the text. 

•	 The teacher usually introduced a reading 
strategy by explaining and modeling how to 
approach and apply the reading strategy to 
the text. During this process, the teacher high-
lighted some repair strategies such as using 
the context to guess the meaning of unknown 
words, continuing to read until the meaning 
becomes clear, re-reading difficult or problem-
atic parts, finding the most important parts of 
the text, and asking classmates or the teacher 
for help.

•	 After the explanation, the teacher asked the 
students to do some exercises with the readings 
in order to apply a reading strategy or a set of 
reading strategies which had been just intro-
duced. In order to apply the said reading 



Universidad Nacional de Colombia, Facultad de Ciencias Humanas, Departamento de Lenguas Extranjeras84

Lopera Medina

strategies, the teacher designed pre, while, and 
post activities for each reading. The teacher 
also asked the students to work in small groups 
of two or three students; the teacher timed 
the activities in order to prompt the students 
to be fast readers. They were allowed to use 
dictionaries.

•	 In the classroom, the teacher was always 
around the small groups in order to observe 
their reading endeavors and was always avail-
able to answer questions or guide students. 

•	 When time for a specific activity was up, the 
teacher asked certain students to socialize the 
possible answers to the whole group.

•	 At this socialization stage, the teacher en- 
couraged the students to relate the content of 
the reading to their personal experiences by 
applying the Experience-Text-Relationship 
(ETR) method.

•	 The teacher demonstrated to students how they 
could assess themselves. He asked the students 
to summarize and socialize the most important 
parts of each reading as a way of assessing the 
process of applying the reading strategies. 

•	 Public praise was given by the teacher as a 
motivational strategy for learners. 

•	 The teacher took notes in his diary during the 
development of the classes.

•	 Homework was assigned for each class, and 
students socialized it with the whole group at 
the beginning of each class. Most of the home-
work emphasized the reading strategy being 
worked in class; the homework had to be done 
individually.
Finally, the third instrument was a learning 

perception questionnaire (see Appendix). It was 
an open questionnaire about students’ experience 
as regards the reading strategy learning process; it 
was administered at the end of the course. 

Data Analysis and Findings
The analysis of data shows that students 

improved in reading comprehension after having 
had the strategy instruction.

Reading Comprehension Test
The results of the first and second tests given 

to the 26 students are different, but they both keep 
the same structure and the same level of difficulty. 
They are shown in Table 2 and Figure 1, and suggest 
an overall gain in reading comprehension ability.

Table 2 and Figure 1 show that the average score 
of evaluation moved positively (Mean Before= 9.69; 
Mean After= 12.12). The median shows that 50 per-
cent of the students selected more than 9 and 13 
questions right on both tests respectively. This 
means that the course had a positive impact on stu-
dents. This positive movement is represented in the 
graphic which shows that the mean on the second 
test is higher than the mean on the first test (black 
arrows). Nevertheless, the variation (Std. Deviation) 
increased (Before= 2.494; After= 3.456). This vari-
ation suggests that new tries have to be applied in 
order to improve and check efficiency. 

Regarding the qualitative part, the teacher 
made notes in his diary related to students’ group 
work, their performance on the tests, and the use 
of dictionaries in class. When learners took the first 
test, their time was mostly devoted to using the dic-
tionary; most of the learners wrote the meaning of 
unknown words in the paragraphs. Five students 
out of 23 finished the test in 60 minutes; the others 
handed in their tests after the allotted 90 minutes. 
Some questions (two or three) were left out by four 
students. Finally, the teacher noticed that some stu-
dents doubted or were not sure of the answers they 
marked. 

Students were faster on the second test. Eight 
students finished the test in 40 minutes, and the 
others took an hour. They considerably lessened 



85PROFILE Vol. 14, No. 1, April 2012. ISSN 1657-0790. Bogotá, Colombia. Pages 79-89

Effects of Strategy Instruction in an EFL Reading Comprehension Course: A Case Study

the use of dictionaries compared to the use on the 
first test. Nobody left out questions on this test, and 
only three students wrote the meanings of some 
unknown words in the paragraphs. The teacher 
noticed that students seemed to feel more confi-
dent when answering the questions.

Pedagogical Intervention 
To persuade students of the importance of 

each topic –that is, of each reading strategy– the 
teacher modeled it and showed how, when, and 
where to use it. He then gave students two readings 
to which they could apply each topic (having a 
purpose for reading, previewing, skimming, scan-
ning, predicting, inferring, identifying cohesive 
devices, guessing word meaning, and activating 
background knowledge). The teacher made notes 
about the students’ application of the reading strat-
egies and these notes resulted in the following 
observations:
•	 In the early stages of the experiment, some 

students used their fingers to guide their eyes 
across the lines of the paragraphs. The teacher 
interpreted this to mean students were reading 
word by word. However, towards the end of 
the strategy training period, students did not 

use their fingers to follow the reading in the 
last topics of the strategy training. Thus, for the 
teacher-researcher, this appeared to indicate 
that students were using the context to guess 
the meaning of unknown vocabulary.

•	 When the teacher moved around the classroom 
in order to observe whether or not the students 
were applying the reading strategy approach, 
he noticed that the students showed an aware-
ness of knowledge of cognition (Carrell, 1998). 
They produced expressions like “let’s look at 
the title, subtitles, and images first, then…”; 
“read the first and last sentence of each para-
graph to get the main idea”; and “let’s use the 
context to get the meaning of that word.” 

•	 At the beginning of the course, some students 
claimed that reading in English was difficult 
and complex. They also said that the readings 
were too long and that they could not handle 
them. The teacher noticed that their motivation 
was low. During the course, however, the stu-
dents’ motivation and attitudes toward reading 
changed. Through the process of reading strat-
egy instruction, students were able to develop 
and apply reading strategies which resulted in a 
boost of their confidence. 

Figure 1. Results of the First and Second Tests

Value scale
of test

26
20

5

1 2

7,5

10

12,5

15

17,5

20

Test

Table 2. Results of the First and Second Tests

Before 
instruction

After 
instruction 

Valid
Missing
Mean
Median
Std. Deviation
Minimum
Maximum

26
0

9.69
9.00
2.494

7
16

26
0

12.12
13.00
3.456

5
20

N=26



Universidad Nacional de Colombia, Facultad de Ciencias Humanas, Departamento de Lenguas Extranjeras86

Lopera Medina

•	 When homework was checked, the teacher 
asked them if they had followed the recom-
mendations given. Some of them said that it 
was difficult with some readings, especially 
the ones about technology; but the ones about 
medicine, social issues, and nursing were okay 
and they said “they were workable.” 

Learning Questionnaire
The teacher analyzed the answers on the ques-

tionnaire (see Appendix) by categorizing as follows 
the students’ comments into the most significant 
issues:

Application of Reading Strategies

They now apply reading strategies when they 
read materials in English. They can also manip-
ulate unknown vocabulary because they try to 
contextualize the words in the reading, or by using 
morpho-lexical strategies.

Use of Dictionary

They noticed that the frequency in the use of the 
dictionary could be decreased when they used the 
reading strategies mentioned above. Also, they obser-
ved that they saved time when they did not use it. 

Self-confidence

On the questionnaire, they stated that they now 
felt more confident when reading in English because 
they could interact with the reading in order to get 
the meaning. Also, after the strategy instruction, 
they felt more confident with the vocabulary.

The Course

They were of the opinion that the methodol-
ogy implemented in the course was quite useful; 
it facilitated the understanding of the readings. 
They felt they were more skilled after the strategy 
instruction.

Findings
The three instruments –tests, teacher’s field 

notes and self-reflection in class at the strategy 
instruction phase, and a motivation questionnaire– 
were contrasted with one another in order to find 
similarities. The answers to the research question 
“What, if any, are the effects of reading strategy 
instruction on an undergraduate group taking a 
foreign language reading comprehension course?” 
are the following:
•	 The effects of the reading strategy instruction 

were quite useful for these foreign language 
readers because they improved in reading 
comprehension. 

•	 When the students applied the reading strat-
egies, their self-confidence improved and this 
resulted in higher levels of motivation. 

•	 When the learners applied the reading com-
prehension strategies as they read, the use of a 
dictionary was considerably reduced. 

Conclusions and Implication
The primary goal of reading strategy instruction 

is to improve students’ reading comprehension. This 
paper has shown that students improved not only in 
EFL reading comprehension but also in knowledge 
of strategies. With the strategy instruction, students 
were able to develop meta-cognitive awareness in 
using reading strategies. Moreover, students’ atti-
tudes and motivation changed positively toward 
reading in a foreign language. Specifically, students 
gained self-confidence as they showed they could 
interact with different kinds of readings. Finally, as 
the students applied the reading strategies as they 
read, the use of a dictionary was reduced as a con-
sequence of reading strategy instruction. However, 
with these and no doubt other students, it was nec-
essary to guide them in order for them to become 
autonomous. 



87PROFILE Vol. 14, No. 1, April 2012. ISSN 1657-0790. Bogotá, Colombia. Pages 79-89

Effects of Strategy Instruction in an EFL Reading Comprehension Course: A Case Study

This study did not cover how, if at all, the pro-
cess of becoming autonomous learners is linked 
to the use of reading strategies. Knowing how to 
use reading strategies helps EFL readers to interact 
with the reading but it does not mean that they are 
autonomous readers. Further research is necessary 
to examine the issue of learner autonomy when 
students are applying reading strategies. 

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About the Author
Sergio Lopera Medina, candidate for the PhD in linguistics; MA in linguistics; specialist in teaching 

foreign languages, Universidad de Antioquia, Colombia. He is a full time professor at Universidad de 
Antioquia. His research interests are teaching EFL reading comprehension, compliments in pragmatics.



89PROFILE Vol. 14, No. 1, April 2012. ISSN 1657-0790. Bogotá, Colombia. Pages 79-89

Effects of Strategy Instruction in an EFL Reading Comprehension Course: A Case Study

Appendix: Learning Questionnaire*1

Universidad de Antioquia – Escuela de Idiomas – Sección Servicios

Learning questionnaire in reading comprehension in English

Dear student, 

The following questionnaire is aimed at verifying your progress in reading comprehension in English as 
a foreign language. Please answer the questionnaire as objectively as possible.

The information gathered here will be used for research purposes in human sciences. Proper names will 
not be used in order to protect the informants’ identities. You agree with participating as soon as you fill 
out this questionnaire.

 Last name: ___________________  Name: ____________________________
 Age: _________________________  Social strata: _______________________ 
 Year you finished your undergraduate program: _____________________________

Do you have an undergraduate degree? Yes____ No____

Do you have a job? Yes____ No____

Are you graduated from a public high school? Yes____ No____

Has this course helped you improve your reading ability in English?
Yes____ No____ Why?____________________________________________________________
________________________________________________________________________________

What did you learn in this course?_____________________________________________________

Do you feel more confident reading texts in English?
Yes____ No____ Why?____________________________________________________________
________________________________________________________________________________

What was the positive part of this course?_______________________________________________

What about the negative part?________________________________________________________

* This questionnaire was administered in Spanish and translated into English for the purpose of this publication.