Education 13 00234
Education 13 00234
Education 13 00234
sciences
Article
Taking the Challenge: An Exploratory Study of the
Challenge-Based Learning Context in Higher Education
Institutions across Three Different Continents
Antoine van den Beemt 1,† , Patricia Vázquez-Villegas 2,† , Sonia Gómez Puente 1 , Fiona O’Riordan 3 ,
Clare Gormley 3 , Feng-Kuang Chiang 4 , Chuntao Leng 5 , Patricia Caratozzolo 2 , Genaro Zavala 2,6
and Jorge Membrillo-Hernández 2, *
Abstract: Teaching by subjects and contents where students passively receive knowledge is increas-
ingly obsolete. Universities are opting for teaching strategies supporting skills development to
face the labor, social, environmental, and economic conditions afflicting us. Employers demand
increasingly complex skills; universities have identified experiential learning as giving access to real
Citation: van den Beemt, A.; situations and learning by doing. One of the most advanced strategies is Challenge-Based Learning
Vázquez-Villegas, P.; Gómez Puente, (CBL). Through real problem situations, faculty and students collaborate to solve an established
S.; O’Riordan, F.; Gormley, C.; challenge, with or without external stakeholders. This educational advancement has been global
Chiang, F.-K.; Leng, C.; Caratozzolo, and is developing graduates with international skills, which ensures a world-class standard. Here
P.; Zavala, G.; Membrillo-Hernández,
we report a global study carried out in universities from three different continents, and we analyze
J. Taking the Challenge: An
the implementations of CBL in educational programs through cases in Mexico, The Netherlands,
Exploratory Study of the
Ireland, and China. Developing skills and competencies is evident, and CBL is a viable way to ensure
Challenge-Based Learning Context in
Higher Education Institutions across
the success of Higher Education graduates. Obstacles in the transformation of faculty towards CBL
Three Different Continents. Educ. Sci. are a similar fence in all cases. For CBL, the path needs to be explored, as it is on the frontline of
2023, 13, 234. https://doi.org/ educational developments that can be most helpful for developing a new paradigm in education.
10.3390/educsci13030234
Keywords: curriculum; higher education; educational innovation; flexibility; STEM
Academic Editor: Ana
Garcia-Valcarcel Munoz-Repiso
active learning or learning by doing showed the most promising results in achieving mean-
ingful and lifelong learning [6]. Challenge-Based Learning (CBL) is an experiential learning
approach [7,8] that is active, learner-based, collaborative, transformative, real-life, reflective,
contextual (based on traditions and place of study), multidisciplinary, and creative [9,10].
In addition, it contains coaching, mentoring, and modeling elements and can be carried out
in face-to-face, digital, or blended formats [11,12].
Theoretical Framework
The educational concept of CBL is an evolution from approaches including Problem-
Based Learning (PBL), Project-Based Learning (PrBL), and Design-Based Learning (DBL).
They share generating engagement in students, who become the leading actors in construct-
ing their learning. Through these approaches, students engage with real-world problems
and are encouraged to participate in developing specific solutions. One of the main differ-
ences between CBL and the other approaches is the focus on designing the problem, the
process, and the solution, to fit with students’ professional future [13]. CBL emulates the
modern workplace experience, harnessing students’ interest in their education while devel-
oping key skills and competencies [14,15]. To emphasize the evolution in approaches and
supply context for the origins of CBL, Table 1 presents the key characteristics of each of the
four approaches. However, we acknowledge the controversies in defining the boundaries
of each included approach.
been said that CBL fits the Industry 4.0 requirements [19] since students develop skills and
knowledge when working on challenges with their communities’ faculty and experts.
However, Gallagher and Savage [9], in a review of the existing literature, highlight
several issues with current understandings of CBL, which somewhat detract from its
potential impact, including the use of mixed or no frameworks, the application mainly in
STEM, and relatively little focus on whether the challenge was met. These issues imply the
need for solid research evidence to inform decisions about when and how to use CBL as a
pedagogical approach. Furthermore, in their literature review, Leijon et al. [20] identified
just 36 articles on CBL over 11 years. Although the number of reports is increasing, more
research and guidelines are needed to ensure that CBL truly benefits student learning—and,
most importantly, achieves significant societal impact. A lack of information regarding the
institutional scale application of CBL and the effect of different contexts has led to these
knowledge gaps in such a complex and versatile phenomenon, whose literature is only
characterized by isolated empirical subject-related issues.
To enlighten future directions of CBL in the educational panorama, research is nec-
essary to provide a common ground for CBL implementation [9]. Thus, this paper aims
to explain how CBL has been implemented in higher education institutions in different
contexts to contribute to developing skills and competencies in higher education. There-
fore, this work intends to answer the following research questions: (1) How do different
universities implement CBL? And (2) How is CBL a good strategy for developing skills
and competencies in higher education students?
2. Methodology
To explain and compare CBL implementation in higher education institutes in Mex-
ico, the Netherlands, Ireland, and China, a comparative case study (CCS) approach was
chosen [21]. Comparative case studies involve the analysis and synthesis of the similarities,
differences, and patterns across two or more cases that share a common focus or goal,
contributing to understanding how and why particular programs or policies work or fail
to work. CCS advocates an emergent rather than a pre-determined design, considering
actors and processes rather than a case bounded by specific space and time. This emergent
design supports an exploratory approach to phenomena, focusing on narrative rather than
pre-defined variables (see also [22]).
The structure of CCS offers comparison across three axes: transversally, comparing his-
torically over time; vertically, comparing influences at international, national, regional, and
local scales; and horizontally, contrasting cases with one another concerning social actors,
materials, and influences [21]. The cases to be compared include Tecnologico de Monterrey
in Mexico (TEC), Eindhoven University of Technology (TU/e) in the Netherlands, Dublin
City University (DCU) in Ireland, and the Shanghai Jiao Tong University (SJTU) in China.
The case selection was information oriented, aiming for maximum variation [22] in the
development and implementation of CBL. However, they share a strive for educational
innovation that leads to a better connection with today’s complex societal issues. Thus, the
common goal is curriculum development using CBL as an educational concept. The three
CCS dimensions are operationalized as follows:
1. Transversal dimension (historical within-case developmental overview)—context and
rationale for the implementation of CBL in each of the cases are described.
2. Vertical dimension (within-case description presents social actors and influences)—attitude
and roles of students, faculty, and stakeholders.
3. Horizontal dimension (contrasting cases)—success factors and opportunity areas of
each CBL implementation.
Data collection for each case consisted of institutional and/or national education
policy documents, descriptions, and evaluations of educational innovation projects, and
selected non-structured interviews with responsible faculty and/or educational researchers
and staff.
Educ. Sci. 2023, 13, 234 4 of 23
3. Results
3.1. Transversal Dimension: Context and Rationale of CBL Implementation
The context (description of case studies) and rationale (logical basis) of CBL imple-
mentation across the four cases are summarized in Table 2. Afterward, the four case studies
are described, as well as concrete examples of CBL courses for each case.
Table 2. Context and rationale of CBL implementation in the four case studies.
Today, this institutional strategy has top-down permeated the entire Tec de Monterrey
educational system. Nowadays, each career’s semester, block, or week is based on CBL.
More than 35,000 students, distributed in the 26 campuses in the country, from 44 careers,
have been impacted by the Tec21 Educational Model and are part of the generations whose
curriculum is designed under the philosophy of this new model [23]. Tec21 model is
recognized as an Educational Innovation and a reference for Mexican and worldwide
universities [24–27]. Recently, Tecnologico de Monterrey inaugurated the Institute for the
Future of Education (IFE), where CBL is one strong line of research [28]. The IFE is strength-
ening the model with further educational research that will deepen the understanding of
CBL use and its impact.
Engineering education plays a crucial role in Chinese higher education. In the new
economic policy proposed by the Chinese government, engineering education in univer-
sities is subjected to more rigorous standards, and the cultivation of innovative talent
in engineering has become a central research topic in China [36]. For example, Cheng
and Yang [37] improved cooperation between companies and schools to enhance talent
cultivation. Li and Lin [38] determined that academic competition and high student scores
correlated with teaching practices. Chen [36] proposed the ‘five-in-one’ innovative talent
training system comprising classroom, practical teaching as a pedagogical tool, subject,
secondary classroom activities as a supplement, and school–company cooperation as an
extension to classroom education. Du et al. [39] found that IoT engineering courses lacked
a platform and proposed the Technical Knowledge Map of IoT Engineering.
Over the past few decades, the total number of colleges and universities in China
has increased, with 2738 public universities in 2020—including 1270 universities and 1468
higher education institutions [40]. Many university students are studying science, technol-
ogy, engineering, and mathematics. In addition, the Chinese government has continued to
promote engineering education to revitalize China’s technological capabilities, building
on the world’s Industry 4.0 technological revolution and proposing a new engineering
education in 2017, which improved engineering education at Chinese universities [41].
Scholars have also improved pedagogical methods and assessment systems to address the
shortcomings of higher engineering education in China [42].
In China, CBL is the extension of PBL [43]. PBL was first recognized as a successful
and innovative teaching and learning approach in higher engineering education. In 1986,
the Shanghai Second Medical University and Xian Medical University were the first to
introduce PBL in China. Since then, PBL’s methodology has become more refined and
commonplace in medical schools and has been applied to other teaching processes, such
as integrated design experiments and engineering training. However, since the beginning
of the 21st Century, CBL teaching has been gradually implemented in engineering and
technology and has achieved some success.
Table 3. Comparison of the CBL implementation aspects in the four case studies.
on CBL [43,55]. Studies report the need for more research on CBL, working in smaller
groups, and more financial resource and administrative support for the initiative. On the
other hand, studies have indicated deeper learning in course subjects, as well as an increase
in self-directed, creative, and innovative skills [55,58].
Faculty require the proper resources to be skilled in CBL teaching. Subject leaders can
organize training by relevant experts, conduct interdisciplinary exchanges, and provide
guidance through classroom observation and data-driven feedback.
Table 4. Success factors and opportunity areas of CBL implementation in the four case studies.
challenges to solve real-world problems, and testing them [64,65]. At DCU, traction and
interest in CBL across the university are reported to be high. Academics are keen to explore
and understand it better.
At TU/e, faculty commitment was supported by the availability of funds to exper-
iment with and research aspects of CBL. Over 40 faculty-initiated CBL experiments are
being conducted in various departments and institutes [52]. These experiments show
different CBL characteristics and implementations, ranging from small-scale assignments
to curriculum-wide initiatives consisting of open-ended, complex challenges presented
by stakeholders and focusing on self-directed learning and interdisciplinary skills. This
flexible and diverse approach of CBL enables the adjustment to different contexts and
subject areas. In addition, the redesign of the bachelor engineering programs TU/e-wide
includes a CBL curriculum line in all graduate engineering study programs.
Significant funding also ensures commitment to CBL over the coming years at DCU.
The ECIU current project ended in October 2022, and a new proposal has been entered for
significant funding to advance the work undertaken in CBL and innovative pedagogies.
Perhaps even more center stage in DCU is the remaining years of the DCU Futures project,
where CBL forms a core part of the innovative pedagogy.
The challenges created by faculty members at Tecnologico de Monterrey have tran-
scended institutional and geographic borders, reaching other universities [66,67] and sig-
nificantly increasing students’ skills (i.e., collaboration and negotiation effectiveness) [23].
In China, the Student Innovation Centre of Shanghai Jiao Tong University (sjtu.edu.cn,
accessed on 23 July 2022) focuses on developing core skills such as analysis, synthesis,
logical reasoning, critical thinking, and problem-solving. The Centre emphasizes inte-
grated learning and the application of knowledge; thus, students must consciously develop
their knowledge of professional theories, frontier knowledge, and knowledge of related
disciplines to solve practical problems.
Another success factor is research to make impact measurable. DCU faculty are keen
to explore and understand CBL better, but some still need more evidence of its impact
to adopt it. Large research programs at TU/e and Tecnologico de Monterrey support the
development and implementation of CBL. The IFE of Tecnologico de Monterrey aims to
offer a platform for deploying these studies and strengthening impact assessment strategies
integrated into the educational model to transform education [18]. Potential efforts and
suggestions to accomplish this goal are, for example, investments in digital technology [68]
and scalable challenge living-lab platforms, integrate different sectors, stakeholders, and
communities, based on interconnected technology and socio-cultural and Quality of Life
impact while providing an educational framework in which students are highly motivated,
engaged, and prepared to tackle different problems that involve government, community,
industry, and academia [69–72].
Despite funding and research, instructors might not always feel competent enough
for their new role in CBL [51,52]. Scholars have increasingly noted that CBL can im-
prove students’ abilities to engage in autonomous learning, problem-solving, and critical
thinking [73–75]. It is also an innovative enabler approach that has driven the reinvention of
the traditional classroom paradigm [76]. CBL is conceptually straightforward but challeng-
ing to implement. It is more demanding than traditional methods. For example, in China,
frustration has become the norm among students largely accustomed to traditional learning
systems [75]. Implementing CBL prioritizes students’ autonomy; it requires instructors to
demonstrate classroom management and organizational skills, such as ensuring classroom
discipline and handling divergent thinking.
At TU/e, a strong support staff provides pedagogical input for instructors and advice
on educational technology and tools. Because TU/e allows flexibility in CBL, this creates
various CBL implementations for each discipline. This variety is influenced by instructors’
perceptions and operationalizations of CBL and responds to a conscious choice to adopt CBL
and its characteristics flexibly. Support staff should understand the respective disciplines
and intended CBL characteristics. Despite the newness of CBL, DCU faculty report that
Educ. Sci. 2023, 13, 234 14 of 23
the Teaching Enhancement Unit (TEU) is invaluable in supporting them in rolling out CBL.
TEU has developed a comprehensive implementation guide, glossary, case studies, and a
CBL Virtual Learning Environment Hub.
4. Discussion
Responding to the first research question: How do different universities implement
CBL? Figures 1–4 show four flowcharts representing the four cases studied in this work.
Educ. Sci. 2023, 12, x FOR PEER REVIEW 15 of 23
Educ. Sci. 2023, 12, x FOR PEER REVIEW 15 of 23
4.
4. Discussion
Discussion
Educ. Sci. 2023, 13, 234 Responding 15 of 23
Responding to to the
the first
first research
research question:
question: How
How dodo different
different universities
universities implement
implement
CBL?
CBL? Figures
Figures 1–4
1–4 show
show four
four flowcharts
flowcharts representing
representing the
the four
four cases
cases studied
studied in
in this
this work.
work.
Figure1.1.Schematic
Figure Schematicflowchart
flowchart
ofof
CBLCBL implementation
implementation process
process by Tecnologico
by Tecnologico de Monterrey.
de Monterrey.
Figure 1. Schematic flowchart of CBL implementation process by Tecnologico de Monterrey.
Figure 2. Schematic flowchart of CBL implementation process by the Eindhoven University of Technology.
Educ. Sci. 2023, 12, x FOR PEER REVIEW 16 of 23
Figure3.3.Schematic
Figure Schematicflowchart
flowchart
of of
CBLCBL implementation
implementation process
process by Dublin
by Dublin City City University.
University.
Figure4.4.Schematic
Figure Schematicflowchart
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implementation process
process by Shanghai
by Shanghai Jiao Tong
Jiao Tong University.
University.
One
Onewaywaytoto implement
implementCBL is vertically
CBL is verticallypermeating the University’s
permeating vision vision
the University’s (Figure(Figure
1).
In this case, it is considered that there is a broad relationship with relevant parties.
1). In this case, it is considered that there is a broad relationship with relevant parties. This This
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if there no no
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whichrequires
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instructors accustomed
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non-student-centeredteaching
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system. Another
Another way wayof implementation
of implementation is inisanin an
Educ. Sci. 2023, 13, 234 17 of 23
iterative process—top-down and bottom-up (Figure 2). In this case, the concept of CBL
is developing within the University ecosystem, considering the results of educational
innovations implemented by students and faculty in a space designed for this purpose. In
an iterative exchange with the regional and national ecosystem, consisting of companies,
NGOs, and governmental bodies, a snowball effect is created in which faculty, students,
and stakeholders come together to solve significant challenges for the community. The
mushrooming of pilots and experiments boosted a fruitful proliferation of educational
experiences with CBL allowing a meaningful construction of CBL as a concept.
Another form of implementation observed in this work is that the very definition of
the University involves a type of experiential teaching and a soul of challenges, such as CBL
(Figure 3); generally, in relatively young universities, this process is also iterative. However,
the size of the university could cause a need for more resources for CBL implementation.
In this case, the snowball effect and the communication of successful results become more
important so that more instructors and students are involved in this type of learning.
Finally, the transformation of educational systems has occurred in a brief period due
to the needs of the new generations of students in a world where population growth is
accelerated, impacting the use of resources, and requiring more significant differentiation,
in addition to the advent of the digital era. Implementing approaches such as CBL in
universities has required a gradual cultural change. For most Chinese university teachers,
the preference for PBL is caused by CBL being new to them. However, in communities
where technology has made considerable advances, such as China, the shift to approaches
such as CBL in the teaching-learning system is inevitable. A fourth possible implementation
approach could be that of Figure 4.
The Chinese Ministry of Education has suggested that Chinese colleges and uni-
versities should actively incorporate best practices and pedagogy in higher education
worldwide, such as the PBL and CBL frameworks. The teaching Enhancement Unit (TEU)
is constructed by organizing interdisciplinary talents (teachers), utilizing group wisdom,
and combining multiple professional fields. It includes the creation of problem situations,
the development of resources, and the construction of innovative spaces. These facilitate the
faculty to guide students to apply knowledge in practice, projects, and competitions based
on their interests and ability levels and to identify problems and give guidance promptly
through classroom observation and data-driven feedback. In addition, organizations such
as the Student Innovation Centre of SJTU (https://si.sjtu.edu.cn/home, accessed 23 July
2022) can also directly support students’ learning. During the process, faculty and students
provide feedback to TEU for further optimization (See Figure 4).
However, whether top-down or bottom-up, in all four cases, the response from faculty
and students has been similar: at the beginning, there was frustration and a sense of being
overwhelmed owing to an increased workload. The participation of stakeholders is a crucial
element in the successful implementation of CBL. This gives a sense of accomplishment
when the students are aware of their solutions’ impact on industry and society. Besides,
applying the acquired knowledge in the early stages of university studies ensures student
engagement to culminate in their degree.
This leads to answering our second research question: How is CBL a good strategy
for developing skills and competencies in higher education students? Universities are
committed to providing knowledge and well-being to society; they are expected to comply
with a social responsibility for educating professionals and institutions’ collaboration and
paying attention to community needs [83]. Implementing CBL means that students receive
training in higher-order thinking, where the emphasis is on cultivating and developing
students’ core competencies. Students choose CBL courses because approximate real-world
situations are flexible, challenging, and intellectually stimulating.
Moreover, CBL can improve group communication, making it effective nationally
and internationally. When working on challenges, students could achieve unfavorable
or unexpected results; however, it is essential to remember that unsuccessful solutions
and implementations are potential sources of experiences and learning that contribute
Educ. Sci. 2023, 13, 234 18 of 23
5. Conclusions
Through this manuscript, it has been shown that there is a growing interest in universi-
ties worldwide in the assimilation of change. This change focuses on solving the challenges
that we face around the world, which can well be represented in sustainable development
goals. However, given that it is an empirical work, some limitations should be addressed.
For instance, only four countries were compared at different levels of CBL implementations
and with different aims. Future research should be accomplished to include more countries
(with a preference for the Southern Hemisphere) and make an inventory with an interview
guideline or survey.
Lastly, a high capacity for adaptation and innovation is required in the face of an
uncertain future. Betting on CBL constitutes a frontline in university education as an
indication of progress toward developing professionals with the necessary skills to face the
industry’s requirements. CBL turns university institutions into critical elements of society,
in which there should be an ecosystem of cooperation for the development of solutions, in
which the student chooses and manages their learning in a guided manner by professors
who, with their experience and knowledge, in addition to the participation of stakeholders,
provide it with the necessary tools to be successful.
Five aspects can be distinguished [76] that should be applied to education in gen-
eral, considering the significant changes in the world (i.e., climate change, digitization):
(1) driving innovation is a top responsibility of universities; (2) real-world skills are needed
to deepen learning outcomes and prepare students for the workforce; (3) there is a gap
between technology and pedagogy; educators require ongoing professional development
and support; (4) artificial intelligence is driving greater personalization and efficiency; and
(5) online, mobile, and blended learning are inevitable. In response to these challenges,
CBL is an excellent bet for changing the educational paradigm throughout this CCS.
Author Contributions: Conceptualization, A.v.d.B., S.G.P., F.O. and J.M.-H.; Data curation, A.v.d.B.
and P.V.-V.; Formal analysis, A.v.d.B. and P.V.-V.; Investigation, A.v.d.B., P.V.-V., S.G.P., F.O., C.G.,
F.-K.C., C.L. and P.C.; Methodology, A.v.d.B.; Resources, F.O., C.G. and F.-K.C.; Software, P.V.-V.;
Supervision, J.M.-H.; Validation, S.G.P. and F.O.; Visualization, P.V.-V.; Writing—original draft, A.v.d.B.
and P.V.-V.; Writing—review and editing, A.v.d.B., P.V.-V., S.G.P., F.O., C.G., F.-K.C., C.L., P.C., G.Z.
and J.M.-H. All authors have read and agreed to the published version of the manuscript.
Funding: This research received no external funding.
Institutional Review Board Statement: Not applicable.
Informed Consent Statement: Not applicable.
Data Availability Statement: Data sharing is not applicable to this article.
Acknowledgments: The authors would like to acknowledge the financial support of Writing Lab,
Institute for the Future of Education, Tecnologico de Monterrey, Mexico, in the production of this work.
Conflicts of Interest: The authors declare no conflict of interest.
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