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Education Productivity

Phasing

“Excellence is the next five minutes, improvement is the next five minutes, happiness is the next five minutes.”

TIm Ferriss (1977 – )

In light of the new semester, I want to go over a method that can help in the majority of classes. I consider this to be a more advanced technique and if you’re new to learning about study methods, I recommend checking out my Strategies for Better Studying posts: 1, 2, 3, & 4.

This technique is called phasing and it’s designed to maximize results with minimal effort. Something to keep in mind about phasing is that it does require stellar academic skills upfront. The better the student one is, the less they have to work, so long as they know the right techniques.

During my last few years in college, I started to try this phasing technique. It took me a while to get down, but once I got it I was rarely ever stressed about my classes or exams and I was getting higher grades than ever before! Once I got my phasing system down, exam season and finals week were the most stress-free times of the semester.

Honestly, finals week should be the easiest week of the semester.

I remember one night my friends wanted to go out and celebrate someone’s birthday the night before I had my electricity and magnetism physics final.

Do you know what I did?

I partied my face off with them and still dominated that test. I got an A in the class and I wasn’t nervous about it one bit. This is all thanks to phasing. (Trust me, physics E&M was not a class that came easy to me at all)

Before we really dive in, I want to get two things out of the way early on. First, there is no substitute for hard work. For every class, there is a minimal amount of work necessary to receive a certain grade and there’s no way around it. If we want an A in a class, then we’ll have to do A level work. We can’t get As with D effort, but we don’t have to totally kill ourselves over the As either. Phasing helps with keeping the work limited to only what we absolutely HAVE to do.

Leave the busy work for those who pretend to make progress.

Second is sacrificing the present for the future is worthwhile. In order for phasing to be effective, we have to be able to keep our future selves in mind. Taping into the part of us that is capable of sacrifice is crucial for phasing to work its magic.

What is phasing?

Phasing involves breaking up the semester into 3 fundamental phases: Frontload, Review, and Relax. I love phasing because (if executed properly) it maximizes performance and requires far less effort than just “trying to get through the semester.”

I also love phasing because it follows the “natural curve of motivation” throughout the term. In the beginning, most students are highly motivated and well-rested but as the semester goes on students tend to get lazier and lazier. I know that’s true for me. I felt that way every semester without fail.

Frontloading

Frontloading is taking the entire load of the semester and moving it to the front, typically the first 1/3. For example, let’s say we wanted to frontload a class that was 3 months long, then we would plan to go over all of the class material in the first month. Now, this isn’t easy and it’s why I brought up the two points I did earlier. Frontloading is difficult, but at least this way we put the toughest part of the semester on the time when we are the most resilient. Remember, we can’t get As with D level work, but the sacrifice is worthwhile. Frontloading is a serious undertaking, but when the end of the semester comes and we’re not feeling as motivated we’ll be so happy you did it.

Honestly, frontloading was something that took me a few semesters to get down properly. It was easy to fall into the fallacy that it’s much easier to just learn and perfect the concepts throughout the semester rather than bust it frontloading. Until one semester, I finally stayed on top of the frontloading and I was getting the grades without any of the stress.

It’s critical to keep in mind that the goal of frontloading is not to take the whole class in a third of the time but to be familiar with all the topics covered. This is the difference between frontloading working properly and being more trouble than it’s worth.

When we’re frontloading, we do not need to be proficient in each topic, we just need to be familiar. The first 1/3 of the semester is for building the neural pathways necessary to kick ass. The rest of the time is dedicated to strengthening them. I talk about building neural pathways in my posts The Brain and The Mind (Part 1) & Neural Pruning vs. Long-Term Potentiation and strengthening them in my post, Active Recall & Spaced Repetition.

Earlier I said that this technique takes less effort than just taking the semester as it comes. So why am I suggesting to put in extreme levels of effort into the first 1/3 of the term if it’s already difficult to just keep up? Because in the long run, it will require less effort.

We are simply paying out dues upfront. There’s no substitute for hard work.

Frontloading Techniques

Frontloading is hard and can seem impossible if it’s not approached systematically. Do not just wing it and try to learn everything 3 times faster. That’s a guaranteed way to crash and burn out. Instead, take the time to plan it out. Take time. Don’t worry if it takes a few days to plan it out. Clearly articulate checkpoints and goals. Define a successful day and define failure.

When I took my second semester of o-chem, I couldn’t afford the textbook so I had to pay careful attention to what concepts I was responsible for learning and how long I had to learn them. I’ll go into how I handled this class into more detail later, but for my frontloading phase, I took the time to write down which mechanisms I needed to learn each day. When I was making the schedule I had no idea what an aldol condensation or a Diels–Alder reaction was, but I knew that next Thursday I’m going to figure them out. I also tried my best to not put too much pressure on myself to learn these reactions perfectly, I just simply wrote down the questions I had when I couldn’t figure things out (which was pretty often). When making these schedules, keep in mind the days and times which you will have access to someone who could easily explain the information to you. I try to get all the front loading in before the last review session with a tutor or teacher so any knowledge holes can be filled.

Also, keep this in mind when you start creating your frontloading schedule — trying to learn something proficiently every month is much more difficult than learning a bunch of things and spending 3 months trying to improve. Learning and proficiency take time.

When frontloading be sure to create a running list of questions. This is going to be invaluable later. Write all the questions you get while you’re frontloading. Write down everything that is confusing to you. This will capture your own unique understanding of the concept. If you can find the answers, write them down too.

Frontloading is by far the most cumbersome phase.

Review

Once we’ve reached the review phase, it’s all downhill. Reviewing can be challenging, but it is much less taxing than creating new neural pathways. Especially when study techniques are modified with the principles in mind to fit each unique situation. I highly recommend checking out my post, Active Recall & Spaced Repetition, that goes over the fundamental principles of learning more and studying less. The goal of this phase is to strengthen the neural connections created from the frontloading phase. This is when we become concerned with proficiency and excellence.

So how do we know when it is time to review?

There are two different situations when I could stop the frontloading phase and move onto the review. The first is when I finish going over all of the scheduled concepts. Maybe going over the concepts was challenging, but I was able to develop a basic understanding of the idea.

The second is when I get stuck on understanding a new concept and I will need support from a tutor or a professor. Maybe the concepts were too complicated for me to grasp on my own and I’ll need outside support.

What do we actually review when the time comes?

Remember that list of questions I said to make earlier? This is when creating those questions from the frontloading phase comes in handy. That list of questions contains all of the potholes of our specific understanding and it is a great place to start reviewing.

Studying the homework assignments and practice questions assigned by the teacher are also other great ways to strengthen these newly formed neural pathways. If you don’t have access to those, or if your class doesn’t operate that way, there are tons of practice questions online from other educational resources. All you need to know is the name of the topic or concept that you’re trying to practice and the rest is cake.

Final Thoughts on the Review Phase

Similar to frontloading, I recommend the review phase be scheduled out. Clearly articulate checkpoints and goals. Define a successful day and define failure. Take the time to create this plan, it will keep chaos at bay.

On that note, it’s worthwhile to know when the 2nd to last day that you will have access to outside help is and plan accordingly. I brought up this idea in the frontloading phase, but it’s critical to get it right in the review phase. We should make sure that our schedule (this includes spill days) can handle reviewing all of the material before the 2nd to last day of the lecture or 2nd to last office hours. Yes, this means we have to be extremely responsible with your time. I don’t recommend saving the unanswerable questions for the last office hours, everyone else is trying to get their questions in too and there’s a chance of not being able to ask a question at all. Everyone always tries to cram before an exam. Crowds ruin everything and we don’t want to be screwed out of information simply because there were too many people. Do the opposite of what the crowd does and find much less resistance.

I also recommend checking out my posts on schedules and Time Management: 5 Tips of Better Scheduling, 5 More Tips for Better Scheduling, and Another 5 More Tips for Better Scheduling.

Remember that reviewing takes less energy than learning something completely new. As the academic term moves forward the semester will get easier and easier and easier. Stick with the system and you’ll see the payoff slowly emerge. Eventually, recalling this information will be a cakewalk and all we’ll have to do is just show up.

When all the questions and concepts start to bore us (because they’re too easy, not because they’re uninteresting), that is how we know we can enter the last phase.

Relax

This is my favorite part of phasing and (to be honest) the whole reason why this method is worth it. While everyone is else is cramming and stressing, we can focus on relaxation and living our best lives. Maybe we might want to have a few active recall sessions just to keep our minds sharp, but most of our time will be spent decompressing. This is exactly how I was able to party it up with my friends on finals week and still kick ass on my exams. If we’ve executed the last two phases as designed, then active recall would work it’s magic and any gaps in knowledge would have been filled at office hours or in class.

By this point, we know everything we need to know for the class, and maintaining knowledge is so much easier than learning. Enjoy it. Getting to this point is not easy at all and the rewards ought to be reaped. Now, the focus can be shifted to other things like proper sleep and diet.

I love to play huge amounts of video games, make music, and watch tv before exams.

What do you like to do?

When is it applicable?

Phasing is a fantastic method for getting fantastic results with less effort than usual, but it’s not suitable for all class types. The types of classes we’ll encounter in our academic carrers are as follows:

Lectures – these are usually large scale classes held in giant rooms. The average class size for a lecture is anywhere from 100-500 students. Usually, the professor talks the entire time, while students take notes. These are most common in first-year college courses. Typically, students who attend a lecture also have to attend a discussion class.

Sometimes I had professors use the lecture before an exam as a review session, which can play a key role in the review or frontloading phase.

Discussion – discussions are smaller classes and are usually led by a graduate student studying the same subject as the course. This is where students receive additional instruction as well as extra practice problems. Typically, this is where most students get their questions answered.

If the schedule permits, I use discussions as an opportunity to fill knowledge gaps during the review phase. Discussion classes are invaluable if used right. I literally would not have passed Calc III if it wasn’t for the grad student who led my discussion that year.

Use office hours in place of a discussion for the same purpose. Some students feel awkward going into office hours, but that time is literally set aside so students can have in-person access to their professors.

Laboratories – oh labs. Usually, they come with science classes and last a few hours. In these classes, students will perform some kind of experiment, record data, and interpret the results. Phasing doesn’t really apply to lab classes, but usually, the person who leads the lab is another graduate student so you can use that time to ask them questions if needed.

I remember in my O-Chem II class, my discussion grad student was terrible and couldn’t answer my questions. But the grad student who helped me in my lab section was awesome! Dave if you ever see this, thank you! I managed to get all my questions answered during the lab section while I waited for my solutions to heat up. Phasing doesn’t typically apply to lab classes, but there is another opportunity to have access to someone who knows the material proficiently.

Studio – similar to labs, studios are a hand-on place for students to learn by doing. I wouldn’t recommend phasing for a studio class, but just like labs, these classes are a great opportunity to have access to someone who knows their stuff.

Independent study – these classes are designed to be separate from a regular course. These are great classes to use phasing on because the class is just you! You can schedule the material however you please and phasing is an excellent frame to base that schedule on.

Content-Based – these are classes that require us to understand facts and concepts then prove our knowledge. All STEM classes are this way. Phasing works best for content-based classes. Honestly, it was created in order to specifically get through content-based classes relatively stress-free.

Synthesis – these are classes that require us to take input from many sources and synthesize them to extract a greater understanding or to prove a point. Most language and humanities courses are this way. Phasing can work for synthesis classes, but some details would have to be changed. Synthesis work encodes information differently than active recall and the modifications to phasing should reflect that. Maybe instead of a review phase, switch the phase to rewriting or a drafting phase.

Phasing works best with lectures, discussions, seminars, content-based, and independent study type classes. It can be applied to the other classes as well, but the logistics would work a little differently.

Accommodations/Modifications

If you’ve read my other posts about studying, then you’ll know that I’m all about learning the principles of a system then modifying it to better fit the situation at hand. In other words, phasing is a great method to approach the academic term, but tweaking it to fit exactly what we need is even better!

Some classes may be too difficult to split into 3 equal parts. In order to accommodate this, I recommend keeping the phases in the same order, but repeat them as many times as needed. The full semester model is powerful, but sometimes we need to pivot.

For example, in my o-chem class, I had to split the term into 9 phases instead of 3. I had a set of “frontload, review, & relax” for each of the 3 exams. For each exam, I got a list of the concepts I was responsible for learning and scheduled which day I was learning each topic. I made sure I covered all the topics at least once before the 2nd to last office hours to ensure I get my questions answered. This meant I was studying for the exam as if it was the night before, a week or two in advance.


Phasing works because we only spend about 1/3 of the time heavy on the gas pedal as opposed to always being on every other week or so. At least with phasing, we know that 2/3 of our time will be spent efficiently or relaxing. It’s possible to get it all, it just takes a little foresight, discipline, and effort.

Phasing is not a catch-all method, but an ideal to shoot for. It is simply a framework to operate inside. I say this because the frontloading phase can take most people down and it’s easy to feel like there isn’t enough time to get through it all or that it’s impossible. If the schedule doesn’t totally fit, just make a few tweaks and account for spill days!

This is one of the more advanced techniques I talk about simply because it requires so much at the starting line, but the rewards are sweet.

Challenge yourself. Give it a try. Win. Take it all.

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