Fortune’s Fool: A Lesson Plan for Romeo & Juliet

Romeo+Juliet+Fortune

“I am fortune’s fool!” Romeo cries after killing Tybalt (68). This lesson plan asks students to perform a close reading of that scene, and to identify/examine the other utterances of the word “fortune”–there are 13–and the word “fate”–which appears only three times in the play–and to synthesize their findings into a paper on how fortune operates in the play supported by (1) data and (2) close reading of that data. Students will meditate on: why might Shakespeare use the term fortune more often than fate? What do fortune and fate mean during the Elizabethan period in which he writes? How does fortune and/or fate work in the play–how does it “play out” for the various characters? To assist students with this question, the instructor of this lesson plan directs students’ gaze into the play through the concept of Fortuna–the medieval English goddess who spun the wheel and at various times in life landed people at the bottom (often depicted by a broken crown), at the top (a king), and in the middle–approaching kingship or defamation, struggle and general hopelessness (bankruptcy in the modern Wheel of Fortune game show). This is a concept that Shakespeare played with in other plays as well–see “Opportunistic Portia as Fortuna in Shakespeare’s Merchant of Venice” by Ellen M. Caldwell, Studies in English Literature, 1500-1900 in 2014. Romeo, with his ups and downs, and emotional highs and lows that fluctuate so abruptly, is an especially interesting character to watch spin around on Fortuna’s wheel and notice how his emotions (1) correspond with and (2) at times even cause his status to change. It is also interesting to ask: who is Fortuna in this play? There doesn’t seem to be a character with power enough over his/her fate to spin the wheel–making this play interesting to examine in terms of the randomness or not-so-randomness of these characters’ (especially Romeo and Juliet’s) fates–and how Romeo and Juliet’s fates intertwine with and affect the others’.

This lesson is ideal for the introductory Shakespeare level because it inspires the students to start thinking and working with the text in terms of data to mine for insight–first broadly, as introduced to the concept by the instructor, then more intimately. The lesson could easily be tailored for higher-level Shakespeare classes as well–perhaps with less prompting by the teacher and allowing the students to decide on their own columns and add columns and more complex data to analyze. It is a strong, student-centered lesson plan: Research shows, according to the Wayne State Office of Teaching and Learning, that students perform/retain best in lectures of less than ten minutes.

The critical methodology of this lesson–using digital humanities and textual studies disciplines in service of data-driven/informed close reading–unites these methodologies in a unique way to show students one path–that they can branch off of as they see fit–to arrive at meaning in this play. It helps them see the play not just for its famous plot, but for the innerworkings that occur within the play to formulate that plot. It uses the data–the trees–for students to craft, or rather reconstruct, Shakespeare’s forest/realm/universe which he created. It asks students to question not only what happens but how it happens, how action drives theme, and how characters’ beliefs govern their actions and thus their fortunes/fates. Starting with an introductory visual to get them thinking is a sound public-speaking practice to prime audience’s minds for what you will teach them, according to the TED Talk “The secret structure of great talks” that examines Steve Jobs’s and other great speakers’ methods of engagement.

Beginning with a visual of the actual scene then moving into the data–innerworkings–also capitalizes on David McCandless’s TED Talk, “The beauty of data visualization,” which shows how to turn “complex data sets (like worldwide military spending, media buzz, Facebook status updates) into beautiful, simple diagrams that tease out unseen patterns and connections,” according to the TED Talk website linked-to above. “Good design,” he suggests, “is the best way to navigate information glut–and it may just change the way we see the world.” The aims/expectations of using this plan are that students will use good design practices to “navigate information glut” that can occur with a large, unwieldy Shakespeare text, and to tame that text for “unseen patterns and connections” to emerge in their research and ways of thinking about meaning in (1) the text and (2) their lives.

Overall goal/objective/theme: for students to become comfortable with mining the plays for data to assist in their close readings of themes and characterization as they occur throughout the play; to see a connection between digital humanities and data analysis practices as a skill they can cultivate in the English classroom and translate/take it with them to (1) other classes and (2) the workplace as a way of analyzing data/dialogue for, say, project management and reporting findings to teachers/bosses, etc.

Methodology: digital humanities, close reading

What experience/knowledge do students already have? What is my strategy to accommodate all levels? (Audience): This activity is designed for introductory level, non-English majors.

Beginning: How will I engage the learners: motivational strategy, hook, activation of prior knowledge?
To begin, show a YouTube clip from Baz Luhrman’s Romeo & Juliet (or other adaptation of your choosing) of the Romeo/Tybalt fight scene (which culminates with Romeo exclaiming “I am fortune’s fool!” while looking up at a Jesus statue). Then show Romeo’s death scene. (Both clips are less than 3 minutes.) For humor, you could show a video clip of young Leo’s other romantic role that doesn’t end well for him when he exclaims “I’m king of the world!”

While they are watching the clips, ask the students to jot down what would be a good search term, to search their digital texts and arrive at that scene. For instance, for the R/T fight scene they could use “I am fortune’s fool” to arrive at that area of the play, and for the death scene, “to engrossing death.” Finally, have students write down a “brain dump” paragraph or two in their notebooks about, given the scenes that they just watched, what role fortune seems to play in Romeo’s life and how that works out for Juliet. (Interestingly, Juliet does not say “fortune” here when she laments her lover’s death, but Friar Lawrence does.) Ask students to open their digital texts of the play (Pelican Shakespeare on Kindle app recommended) on their smartphone, tablet, ereader, or computer, and search for those scenes using the keywords they identified such as “I am fortune’s fool” and “to engrossing death” to get to the R/T fight scene to inform their brain dumps.

Middle: How does the lesson develop? How are new concepts/processes learned? By gradual empowerment? Modeled, shared or guided instruction?
For part two, the students will take their papers and move into their discussion teams of 3-5, as applicable depending on the class size, to discuss their interpretations of fortune for up to 5 minutes.

Then, project on the screen the medieval English adaptation of the Greek wheel of fortune myth juxtaposed with the game show Wheel of Fortune, lecturing briefly about the life journey along the wheel throughout a person’s life–including the modern-day “bankrupt” status at the bottom.


Each student will then create their own digital dialogue database in Google Sheets or Microsoft Excel–it will be searchable and they will use it as a tool to gather/organize data for writing their papers on “Romeo+Juliet+Fortune=?” due for discussion/presentation for the next class meeting.

To compile this data, they will search their digital texts for keyword “fortune” and jot down the number of times fortune appears (13). There should be 13 rows, each containing the line from the play in which fortune appears in column (a). Column (b) will contain the name of the character who speaks that line; column (c) will state who that character was speaking to; column (d) will elaborate on the context and column (e) will write that character’s ultimate fate by the end of the play, (f) will indicate “Dead or alive–yes/no” and column (g) will meditate on the meaning of this situation for that character. Students will repeat the procedure for the term “fate” adding a column for the term “fate” and “fortune” and annotating as applicable so that the spreadsheet is searchable by terms. (They can add terms to the spreadsheet for later papers/work.)

This spreadsheet will allow students an expanded view of “fate” and “fortune” as it occurs for each character in the play and how it operates in the play as a whole–providing an omniscient, overarching vantage point to see the forest above the trees–and not for the trees (each character being one of the trees).

Students will take a moment to think about what this data means and discuss amongst their groups.

End: How will I conclude this lesson? How will we integrate the ideas/experiences? How will I check for understanding? Application–what will learners do to demonstrate their learning?
Provide teams that volunteer with 2-5 minutes as appropriate to project one of their members’ spreadsheets and lead a discussion with the class of (1) their data and (2) their interpretation of what it means. Conduct a synthesis discussion and/or “exit slip” to debrief what was learned on the characters, and how fate versus fortune work in their favor or more likely, disfavor.

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