Category Archives: Training Tips and Techniques

What does it mean to be a “Compassionate Equestrian”?

When I founded Cold Moon Farm LLC in 2015, I created the following Mission Statement:

                “Cold Moon Farm is a working horse farm dedicated to promoting the principles of sustainable living, conservation, and the highest standards of compassionate horsemanship.”

For me, compassionate horsemanship lives at the intersection of the following beliefs: the importance of using evidence-based and humane handling, care, and training techniques, whether mounted or unmounted; respecting the horse as an autonomous, sentient being who chooses to comply with human requests but is never obligated to do so; and a strong commitment to doing our best to ensure that every interaction with our horses is positive, respectful, and fair. In addition, compassionate horsemanship includes understanding how the physical and emotional well-being of the people in a horse’s orbit impacts the animal’s care and well-being.

At the time, I had never heard anyone else cite compassionate horsemanship as the bedrock foundation to their practice. What I didn’t know back then was that Allen M. Schoen, DVM, and Susan Gordon had just co-authored a book called The Compassionate Equestrian: 25 Principles to Live by When Caring for and Working With Horsehttps://www.horseandriderbooks.com/store/the-compassionate-equestrian.htmls, published by my friends at Trafalgar Square. In fact, this book wouldn’t cross my path until 2022, and when it finally did, I was pretty floored by the synergy between these authors’ ideas and my own.

As the title implies, The Compassionate Equestrian defines 25 principles underscoring how the act of compassion must affect every action or choice we make around horses and toward each other. Schoen and Gordon discuss ideas ranging from the highly specific (a good rider is a physically fit rider, and a fit rider knows how to slowly condition their horse for peak performance) to the highly esoteric (integrating concepts from Schoen’s Transpecies Field Theory and elements of quantum physics and neurobiology). They discuss individual accountability, and then ask how the collective face of the equine industry might change if everyone involved put compassion forward as our most important and essential concept.

In this blog, I hope to offer just a taste of where my own beliefs and those of the authors intersected. For organizational purposes, I have grouped them into “individual” actions and “collective” actions, but this is pretty simplistic. In reality, even just one individual choosing to begin her journey as a compassionate equestrian will positively impact the collective equestrian community, because she will send ripples of compassion through her every interaction.

After you have reviewed some of these ideas, I am interested to know whether you can recognize an area in which you might shift your thinking, behavior or inner beliefs to embrace “compassion” as the first and most essential quality. How could such a shift make a positive impact on your life? On equestrians in general? Or even on the world at large?


“Be the change you wish to see in the world” (attributed to Mahatma Gandhi, 1913)
Image in the public domain, via Wikimedia Commons

Compassionate Equestrianism—Individual Actions

Ultimately, it is at the personal level where compassionate equestrianism resides. After all, despite our best efforts, we cannot control the behavior or actions of others; in fact, it is hard enough at times to navigate our own way in the world.

                Education The compassionate equestrian is on a personal quest to always know better, and to always do better—not because it will earn her better ribbons, or because her barn mates will look up to her more, but because it is the right thing to do for our horses. She understands that the horse’s welfare is of the highest importance at all times, and therefore asks questions when she does not understand, calls it a day when something doesn’t seem quite right, and constantly assesses whether what she is asking of the horse is reasonable and fair. Horses do express their physical or emotional discomfort, but often in ways that are not clear to humans. The compassionate equestrian seeks to become educated enough that she notices her horse’s sometimes subtle signals of distress. When something is off, the compassionate equestrian promptly secures the assistance of qualified, trained professionals to address the issue. In any situation, she decides for herself if what she is asking of her horse is truly in his best interest.

Anna and I attend a clinic in 2019.

                Being Present When we interact with a horse, we expect him to pay attention to us—so it is only fair that we do the same in return. To borrow a concept from my years of yoga practice, the troubles, worries and stresses of our “real lives” will all be waiting for us when we leave the barn. If we do not release them before entering the stable, those distractions will not only impact how we communicate with our horses, they color the interactions we have with everyone in our orbit. They shape our behavior and our responses to challenge. When we arrive at the barn, we need to take time to pause—for however long is necessary—to center our hearts and minds. The compassionate equestrian enters the barn community with the intention of having an open heart and tolerance for those around her.

                Controlling our Ego One concept I especially loved from The Compassionate Equestrian (and I will paraphrase here) is that there are two beings living inside each of us—our ego, and our “inner wise-guide”. All of our actions and choices will be driven by one being or the other. Ideally, we learn to follow the energy of our “wise-guide” more than our ego. When we ask our horse to do something for us, we need to know that what we are asking is within his skill set, his fitness level, and is in his best interest. If we are asking for something outside of those parameters, it is likely to satisfy our ego—and this is not the action of a compassionate equestrian. There will be times we make mistakes when it comes to our horses; after all, we are only human. When we follow our egos instead of our wise-guide, causing stress or pain to our horse, or to others around us—we forgive ourselves, and actively work to change as we move forward. Just as it takes a body’s systems years to adapt to the physical demands of increasing levels of performance, it will take time to train our mind to prioritize the wisdom of our wise-guide over the ego’s desire for quick results, rewards, and recognition.

Horses do not act from ego. They do not care what they do or do not achieve, but they do care that they feel safe, which includes having the company of other horses (Lee and Anna at a benefit ride in 2020).

Only when we are able to let go of our own ego can we fully embrace the practice of compassion. For most of us, it will take concerted attention to notice where our motivation is coming from, and to shift away from the demands of our greedy ego. In fact, Gordon writes, “Decreasing the destructive impact of egoic tendencies in a very ego-based business will be one of the biggest challenges to unifying a global community of horse people” (pg. 368).

Compassionate Equestrianism—Collective Actions

Practicing compassion is both a habit and a skill; just like other habits or skills, we get better at it the more we do it. It is most difficult to practice compassion when circumstances are challenging, so it is important to cultivate compassion during routine occurrences every day, until it becomes a comfortable and familiar way of navigating the world.  

What would this look like in practice? For starters, we can celebrate everyone’s victories, whether or not they seem significant to us. Smile and say to them, with genuine positive energy, “I am happy for you.” Do the best you can, to the best of your ability, in every action you undertake. If someone offers unsolicited feedback, assume their good intent.

For professional equestrians especially, the horse industry can test a commitment to compassion. When clients are making demands, or bills are coming due, or a top horse has had to be sold, the unrelenting pressures can make even the kindest human turn hard. These challenges can lead to burnout and unhealthy coping mechanisms, or even cause equestrians to question why they got involved in the industry in the first place.

And so, I will argue here that it is perhaps toward these most stressed, challenged or embittered equestrians that individuals must attempt to direct the greatest amount of compassionate energy. For our own protection, being compassionate doesn’t mean that we must keep ourselves or our horses within their orbit. But we can still project toward them, in Schoen’s words, “loving-kindness” and the sentiment, “I wish you well.”

Additionally, we must remember that no one is at their best, all of the time. When an equestrian is scared, or angry, she will behave in a self-protective way toward her horse and others around her.  When she is naïve, inexperienced, or uneducated (as we all are at some point in our equestrian journey), there is an overload of information available at her fingertips, and she may not know whose wisdom to turn to. We all must hold the belief that the majority of equestrians want what’s best for their horse. As professionals, it is our duty to present them with the most current, evidence-based information, and help them to determine the best path forward, for them. Further, we have a duty to work to prevent harm, when it is within our power to do so—essentially an equestrian version of the Hippocratic Oath.  To quote directly from The Compassionate Equestrian, we ask, “What is the most compassionate way to meet the needs of the horse and the capabilities of the rider?”

We must learn to share in the joyful moments of being around our horses, and to celebrate every victory, no matter how seemingly insignificant.

Finally, as a compassionate equestrian community, we must commit to collectively caring for all equines, at all stages of their lives. This would look like an industry committed to ensuring there is a home for every animal it produces; that every equine is provided with humane care and living conditions that allow them to thrive at all stages of life; that every equine, from an early age, is handled and trained so that a lifetime of safe interactions with humans are possible. When the quality of an animal’s life has declined to a point where they are always in pain, or are at risk of causing harm to themselves or others, or are otherwise not able to express the natural qualities inherent to being a horse, a compassionate equestrian community will ensure their humane transition. In a compassionate equestrian community, these actions are the expectation, not the experience only of those horses lucky enough to “fall into the right hands”. A compassionate equestrian community holds its own members accountable, whether they are a backyard hobbyist or top competitor.

With compassion at the core of all equestrian activities and pursuits, we can expect to evolve into a community that shows respect for its members, honors individual responsibility, and unifies the diverse interests of equestrians across disciplines, breeds, and skill levels.

Exploring Fundamental Horsemanship with Kip Fladland

“A bad day with your horse is still better than a good day doing most anything else”~ Kip Fladland

                During a heat wave in early June, I had the opportunity to participate in a three-day clinic focusing on groundwork and foundational horsemanship with Kip Fladland at Linden Woods Farm in Durham, New Hampshire. I first heard about the clinic during the depths of our New England winter and decided it sounded like the perfect opportunity to get my rising 6-year-old Connemara/Thoroughbred cross, DRF Isabela, off farm for an educational outing.

                As the owner/trainer of two younger horses (Izzy and her stablemate, the 4-year-old Morgan mare Spring Hollow Or Noir), I have been increasingly interested in understanding how effective groundwork can play a role in giving green horses a solid foundation. I think what most attracts me to these techniques is seeing how horses properly trained through effective groundwork tend to be sensitive yet sane, confident and connected to their handler, yet also respectful of boundaries. The training becomes almost a series of puzzles for the horse to solve, and it engages them as a partner rather than forcing submission.

 Note that I said “properly trained”; when it comes to groundwork, most of the time what I actually see are (middle-aged) women with their rope halters waving around their arms ineffectually while their horses proceed to walk all over them. I am sure this behavior is not these owners’ intended outcome, but they as of yet lack the finesse, feel or practice to get the timing right with their body language, with the end result being a confused and slightly feral horse.

JEF Anna Rose and I on day one. Note our elegant homemade flag and her non-matching bell boots. This is definitely the first time I have ever put her in a rope halter.

                Lest you think I am being unnecessarily harsh toward middle-aged women and their rope halters, I now resemble that remark. Izzy’s rope halter arrived in the mail only about ten days before the clinic and my “flag” was made from an old dressage whip whose lash had broken off, a faded blue bandana, and a rubber band that came with my asparagus. And when I began trying to use said flag at the clinic to effect certain responses from my horse, while also maintaining particular body positioning, it felt like learning a new dance with the instructions coming in an unfamiliar language. I frequently felt awkward, overconfident, briefly successful, then full of questions.

                Since returning home, I have continued to practice the techniques I learned over these three days. I am confident that I have forgotten more than I remember, despite my notes and application in practice. However, I do feel that playing with some of these basic techniques has resulted in positive changes, particularly with my young horses.

DRF Isabela looking a little alert at the start of the clinic on day two.

                With the pandemic curtailing our travel plans last year, I looked forward to taking Izzy out in public and start exposing her to the world beyond Cold Moon Farm at this clinic. As it goes with horses, circumstances dictated that I needed to bring my veteran halfbred Connemara, JEF Anna Rose, for day one, but Izzy was able to make the trip for days two and three.  

                Here are a few of my top take-aways from this experience:

  1. Controlled flag handling is key. Learning to handle the flag effectively is probably one of the most important pieces in terms of communicating your intent and desire to the horse. The flag can be used to direct them forward, turn them and encourage more activity from the hindquarters, but it can also be used to reassure them and give them confidence. The horse has to become what I would call “positively de-sensitized” to the flag, much like they do with dressage wands or longe whips. In other words, your horse should respond to the flag, but not fear it.

On day one, I had no further finished explaining that Anna tended to be rather dull and non-responsive to aids when she reacted to the flag as though I chased her with a flaming arrow. Kip watched as she spun around and around in an effort to get away from the flag’s presence near her haunches with a rather dry comment: “And you say you ride this one?”. I laughed and replied that if Anna were half as electric under saddle as she was toward that flag, we might have gotten a little further in our dressage work. By the end of the session, she tolerated the flag on her, near her and touching her pretty much anywhere.

You will see that Anna fairly quickly acclimated to the flag and became her usual rather non-reactive self.

On day two, a new horse joined our group who was rather impressively reactive to the flag. Leslie Ann McGowan, trainer at Double A Equestrians and a long time student of Kip’s, stepped in to handle the horse. Despite the horse’s honest fear and confusion, Leslie Ann remained calm and simply consistently exposed him to the flag until he started to settle. Throughout the clinic, horses had occasional big responses to the aids, or misunderstandings of the aids, to which Kip replied at one point, “She’s not a teacup and you aren’t gonna break her.” As with humans, sometimes for the horse to learn, they must make mistakes and express frustration and confusion before understanding what is expected of them. As trainers, we can’t be afraid of these messy moments if we hope to help our horse learn.

The flag is held like a tennis racket, and there are four ways to change the flag from one hand to the other, each of which will achieve an increasing degree of engagement in the hocks. When your flag changes hands, the horse usually is also changing direction. One important note is that you should never switch the flag on the ground through the blind spot in front of the horse’s nose. If you do this, the movement can scare them and some horses will strike with their forelegs.

It would appear that here I am attempting to send Izzy forward but have perhaps failed to open the forehand first. Sigh. So much to learn.

The position of your opposite arm combines with the flag to direct the horse. If using the flag to send the horse forward, the hand should be in a leading position. If rubbing the horse with the flag to reassure them, your opposite hand should drop toward your thigh.

  • Reward the try but also don’t wait for perfection before you ask for more.

Whatever you are asking the horse to do: move away, turn, yield in the poll, etc., it is important to recognize the smallest effort by releasing the pressure as soon as you sense the horse is yielding to what you have asked. One of the most common ways that trainers go wrong is they hold too long, or expect too much, and the horse begins to resist rather than try.

At the same time, if we wait for every piece to be perfect before moving on, we will never get anywhere at all. As with most training, we must accept the try, and a result that is a little bit better than before, rather than nitpick doggedly until the horse is perfect.

A nice scratch on the forehead for a good effort.

One of our first tasks was to ask our horses to step out and away from us, leading with their outside foreleg. Kip called this “opening”; if you are “opening” to the left, the horse’s right fore will step out and the horse tracks left. To initiate the movement, we raised our hands toward the horse’s head and neck and without contact (at first), applied pressure to ask the horse to move. At first, in response, horses may raise their head, step into the handler, back up, move forward, or simply not move at all. The handler must hold her ground and not back up; the horse must learn to move out of the handler’s space. Through all of those little mistakes from the horse (‘do you want me to go this way? Or this way? How about this?) the handler must remain calm, clear in her mind of what she is looking for, and ready to release as soon as the hoof moved out.

Our next task was to open the forehand and then, using the flag, send the horse out on a small circle around us. We were to keep the horse actively moving, slightly bent to the inside through their body and with the legs moving “united”; Kip describes this as when the left legs are on the same track as each other and the right legs on their own matching track. The flag can be used to create the energy, encourage the horse to step away, or to reassure them; if the horse has become too desensitized to it, the handler will need to use the flag assertively to once again elicit a positive response. Once the horse marched several circles united and with correct bend, we asked them to halt by stepping toward the hindquarter and raising the lead diagonally toward the withers. The horse’s hindquarters should step out (crossing over with inside hind) and their neck bend in. Kip called this “disengaging” the hind quarter, though he doesn’t love that term.

Working on the active, bent circle.

In doing some of these movements, I was struck (not for the first time) by how much overlap there is between some of these concepts and the fundamentals of dressage. My former coach, Verne Batchelder, had a movement he called “the circle of submission”, in which the rider actively executed a volte and asked the horse to step the hindquarters out for several strides while maintaining the inside bend and position of the neck. However you say it–asking the horse to yield their hips, engage their hocks, move their feet—ultimately requires that the horse be willing to allow their bodies to be manipulated and their toplines to begin to relax and stretch. It is simple biomechanics; a horse cannot reach further under his body with the hind legs if his back is tight.

Kip taught a mounted session in the afternoons; I was able to make it back to observe a few hours of day two’s lesson. He emphasized that all of the flag exercises he does on the ground, he also does while mounted. Though I didn’t get to see much of how he incorporates the flag into mounted work, he mentioned that at the end of day one, he backed a leggy 2-year-old warmblood that was in our group; by the end of that first ride (which was a very low stress experience, from what I was told), he was riding with the flag.

Each session, Kip worked with a horse with whom he could demo the various skills and techniques. I was floored to learn that this calm, elegant Quarter Horse mare of Karen Bishop’s was only 4 years old! She demoed in the morning set and then was ridden in the afternoon. Truly wise beyond her years!

  • I should ask my horses to back more often and with more intention.

Kip introduced several ways of asking the horse to back in hand which can then be translated to work under saddle. The most basic option requires the horse to back to the end of the lead rope from a rather light flick of the line; we also played with asking the horse to back with poll flexion off of noseband pressure from the halter (from each side) as well as backing on a straight line off a short shank (also from each side). This last form of backing can easily be added onto a yield of the haunches.

Practicing backing up in hand. Here, you should have your hand upside down on the knot of the halter, as opposed to right side up like I have it here. That way you can use your elbow to keep the horse’s head away from you if they swing it up! Kip had us apply side to side pressure on the noseband using the knot under the chin, with the goal of the horse softly flexing in the poll and smoothly stepping back.

In later sessions, we also learned how to add neck flexion in time with the lift of the foreleg on the outside, which caused the horse to back onto an arc. We later played with backing parallel to the wall, then timing a flick of the flag with the “about to step” movement of any individual limb. This causes the horse to balance back and then push forward with more power. With four distinct limbs to focus on, there is plenty to practice.

On days two and three, when Izzy was with me, we also played with backing under saddle. Until that day, I had never asked Izzy to back even a single step with me on board, and Kip wanted us to start with five steps on a soft feel, then add a bend in the horse’s neck and back on a quarter turn! I can’t say we were the most successful pair in the ring, but thinking about our work on the ground helped with the intention under saddle. When Izzy expressed confusion, Kip had me break down the movement so it became one step back, one step bend.

Watching Kip demonstrate asking the horse to yield the neck in either direction at the halt. Depending on whether a leg aid is applied, the horse should either simply move their neck or also yield their haunches.

One of Kip’s overall themes was to never waste an opportunity to move your horse’s feet with intention. This could be as simple as opening the forehand or yielding the haunches, or as elaborate as walking on a straight line of your choosing with the horse walking half circles in each direction in front of you.

Despite three, three hour long sessions and the opportunity to audit two hours of a second group’s mounted lesson, I know that this clinic has only allowed me to scratch the surface of a skill set that Kip says has taken him twenty-five years of hard work to earn. Since the clinic, I have been playing with these tools fairly consistently with both Izzy and Nori, and in general most of the movements are starting to feel easier and better coordinated on my end. However, I do find myself wondering what I am doing wrong—because I am certain I have already forgotten about some important detail related to timing, posture or position—but I think Kip might say that it is better to try a little than not at all. You certainly don’t get any better at new skills by just daydreaming about them.

Practicing is important but sometimes it is also necessary to stop and listen to the instructions!

And in terms of my initial and main motivation—to take Izzy off farm for a positive outing—this clinic was a great success. She trailered on her own like a veteran, and upon arrival did nothing sassier than a few nervous whinnies. There were so many firsts for her—first time being ridden off farm, first time being ridden in a group, first time being ridden in an indoor, first time seeing mirrors—and I think in any other setting I would have been even more nervous than she was. But by the time we had finished an hour and a half of ground work each day, getting on board for the second half of each set was basically a non-event. Izzy came home from the clinic more confident and more mature than she went into it—which means the experience was a success, even if I still need more practice on the timing with my flag or position of my body when opening the forehand.

Kip Fladland grew up in Montana and worked on several cattle ranches before meeting legendary horseman Buck Brannaman. Inspired by Brannaman’s teachings, Fladland began working for him in 1996 and traveled with him for five years. Since 2004, he has conducted his own clinics across the country as well as started/re-started thousands of horses for clients. I found Fladland to be patient, firm, clear and consistent—exactly the type of temperament necessary for success with horses, or let’s be honest, people in general. To learn more, visit his website: https://www.kipfladlandhorsemanship.com/

As always, gracious thanks to our clinic organizers, Karen Bishop and Leslie Ann McGowan of Linden Woods Farm. Thank you for continuing to bring top caliber clinicians to our area and for welcoming the local community to your lovely facility so that we all can expand our education.

Book Review: Ten Golden Rules of Horse Training

Ten Golden Rules of Horse Training by Bruce Nock, Ph.D.

c 2004 Half Halt Press, Boonesboro, MD. 188 pages. (out of print)

ISBN 1-0939481-67-7

A few months ago, a dear friend winnowed her equestrian book collection and bequeathed to me a selection of books in need of new homes. Among them were several on the subject of horse training specifically; with an unstarted four-year-old and a lightly started six-year-old on my farm, I am currently interested in anything to do with ground work, foundational training and similar topics. With many to choose from, I simply started with the book on top of the pile: Ten Golden Rules of Horse Training by Bruce Nock.

Author Bruce Nock has experience training horses and also holds advanced degrees in psychobiology, a field in which scientists seek to explain the effect of certain biological processes on human and non-human animal behavior. At its core, Ten Golden Rules takes concepts you likely learned in Psych 101—ideas like classical conditioning, positive and negative reinforcement, stimulus and reward—and “translates” them into horse training concepts. While these ideas are common in nearly any book on the basic training of horses, Nock’s education and professional experience brings a new level of specificity and rationale to the conversation. For example, when he presents Golden Rule # 2 (Signals should stop as soon as the horse begins to make an acceptable response) he then goes on to explain not just how that looks in equestrian terms, but the science behind why that approach works best in shaping the horse’s behavior.

But Ten Golden Rules is not so densely technical that readers will feel as if they are reading a text book. In general, Nock focuses on the application of these concepts in real equestrian life and explains how their use will positively affect equine behavior and performance. He also emphasizes that his “golden rules” are applicable to all horses, of any experience, riding discipline or breed.

Spring Hollow Or Noir, here at three years old, learning to wear a saddle.

For me, some of the most interesting chapters dealt with using the “golden rules” to modify behavior in horses with established patterns of fear, anxiety or generalized mistrust. Using “golden rules” #9 and #10, trainers can help a horse to gain confidence around unfamiliar stimuli, both on the ground and under saddle. Nock also reaches into the classical horsemanship canon to identify traditional mounted exercises especially well suited to dissipate physical and mental tension in the horse.

Overall, Ten Golden Rules of Horse Training is an accessible book, written in a relatable style. In my opinion, the subject matter is important not just for trainers but for anyone who regularly interacts with an equine. After all, as Nock reminds us, “Each time you ask a horse to change something that he is doing, that is, ask for a transition, whether from the ground or saddle, you are training. There are no exceptions….Every time you ask a horse to do anything, he is learning one thing or another whether it is your intention or not” (Nock, 2004, pg. 15).

This book’s original publisher, Half Halt Press, is sadly no longer in business, but I believe copies still circulate on the used book market (I love www.alibris.com to find all manner of titles, usually fairly inexpensively). It is also available as an e-book through Nock’s website, http://liberatedhorsemanship.com/info/.

On Teaching Horsemanship: Thoughts inspired by the work of Charles deKunffy

When the student is ready, the Teacher will appear.”

                This Buddhist quote has been on my mind recently, as I reflect on my own roles as both a student and teacher of horsemanship. In particular, I have been considering how riders within the same lesson may come to process their instructor’s guidance differently. Ultimately, it is not just the rider’s ability to interpret her coach’s directions, no matter how talented and skilled the teacher, that will lead to her further growth. It is also, perhaps more importantly, about her willingness to truly hear what the teacher has to say. 

Some years ago, I read a Dressage Today article written by master horseman Charles deKunffy on the subject of the role teachers and judges play in promoting horsemanship as a living art. DeKunffy is internationally known for his dedication to classical dressage, a passion he has shared through his roles as trainer, coach, clinician and author. His words were so inspirational that I have reread the DT piece countless times, and continue to share it with those who aspire to become teachers themselves.

Charles deKunffy, taken from his official Facebook page

In the article, deKunffy says that the teacher’s obligation is to the art he teaches, a dedication demonstrated through total commitment to teaching correct classical principles. He believes that a teacher must teach all students as if they are a future Olympian—in his words, “to conduct a lesson impeccably as if it were given to the greatest rider, deserving of the greatest attention in the finest way, suitable to the horse and the rider at that particular time. This concept must be your guiding light.”

Clearly, not every horse or rider is capable of reaching elite levels of equestrian sport. Yet the fundamental concepts of horsemanship are the foundation to that work, and should guide the education of every equestrian. Therefore, the teacher who helps every rider learn the art of compassionate, empathetic, thoughtful and progressive training; who rigorously schools every rider in correct equitation, until the student has developed the necessary suppleness and strength in her body and tact and empathy in her aids, will positively impact the countless horses those students will go on to ride.

My late mentor, Verne Batchelder, always believed that every horse and rider was capable of great things. Here he helps me with JEF Anna Rose.

DeKunffy goes on to say that “The ethic of teaching—the job of teaching—is to stick up for what you know is right.” A horse that has been properly trained stands the best chance of remaining sound and useful for as long as possible. And we all know that when times get tough, a trained, sound horse has a greater probability of finding a caring home than one that is unsound in mind or body. While the teacher has a responsibility to her student, ultimately she has a greater responsibility to the horse.

I took advantage of some quiet moments recently to read two of deKunffy’s books, The Ethics and Passions of Dressage (1993) and Dressage Principles Illuminated (2002). These two works offer a great deal of insight into deKunffy’s philosophy of teaching and training horses and riders. If I had tried to read either of these books when they were first published, I am certain I would have tossed them aside. As a student of horsemanship then, I would not have been ready for this teacher. But in reviewing them now, decades later, I continue to find inspiration and confidence in deKunffy’s words.

Published in 1993 by Half Halt Press (ISBN 0-939481-33-2 and reissued by Xenophon Press in 2013.

The Ethics and Passions of Dressage reads like a series of short essays, almost an annotated “FAQ” of classical horsemanship (please forgive me if that sounds flippant). In particular, I appreciated the chapters detailing deKunffy’s definition of Baroque art and why horsemanship is part of that tradition. I especially valued a chapter explaining why classical horsemanship and competitive horsemanship should be synonymous terms. Let me explain why this last chapter was so meaningful.

When I first began seriously studying dressage, it was just after several elite international competitors were seen using a “new technique” called hyperflexion during their warm ups. These horses then went on to give winning performances in the competition arena. Now called rollkur and formally prohibited by the FEI, the use of this practice ignited a firestorm of passionate debate that ultimately drove a wedge between “competitive” and “classical” dressage riders.

At the time, my barnmates and I bristled whenever we heard someone say (often in a haughty manner) that they were a classical dressage rider, seemingly looking down their nose at those of us who enjoyed competition. In defense, we interpreted the term classical to mean ‘those riders too scared to test their skills in the show ring’, and wrote them off as irrelevant.

I have held onto nearly every completed dressage test I have ever ridden. One afternoon, I read back through some twenty years of comments. I would not recommend doing this.

But in Ethics, deKunffy points out that there are not and should never be two kinds of dressage. Instead, the purpose bred sport horses of the modern era require an even greater commitment to the art of horsemanship, an art form that can only survive if its students are taught the correct fundamentals. A former FEI and USEF “S” dressage judge, deKunffy looks to these organizations and their judges to protect classical dressage in the competitive arena.

 But he is equally adamant that competition is not the only, or even the best, way for a rider to prove her skills. He explains that the rules of classical horsemanship have been tested by thousands of riders on millions of horses. Following these rules should lead to success, and success should be defined as ‘elevating a horse to the level of art’. Whether that happens in a competition arena or at home in the schooling ring is ultimately irrelevant.  

In Dressage Principles Illuminated (currently being updated), deKunffy shares his insights on the “how-to” aspect of classical horsemanship. This book is divided into three parts and covers classical philosophy and exercises for developing horse and rider in some detail. It is illustrated with photos of dancing horses, clearly light and happy in their work, who have soft mouths and eyes, lowered haunches and rounded backs.

Originally published in 2002 by Trafalgar Square Publishers (ISBN 1-57076-233-3; Xenophon Press expects to release an “expanded” edition Spring 2021.

Dressage Principles is full of quotes that I want to print and post in my barn and tack room so that I must remember them constantly. Here are a few of my favorites:

“Learning from horses is compulsory for riders, and those who resist it must suffer the consequences of ignorance through pain and damage.” (pg. 5)

“Competition can be a rewarding tool for goal orientation and discipline…Competition sharpens riders by focusing them on improved equitation and by making them aware that they are public performers.” (pg. 29)

“The horse is a perfect creature, an evolutionary wonder, without the rider. However, there can be no rider without a horse. To be an equestrian is to take a position in life dedicated to the well-being of horses in terms of their needs.” (pg. 119)

There are so many more. But again, when this book was first published, I am sure that I would have been in too much of a hurry to thoughtfully hear what the Teacher had to say.

I recognize that as a riding coach, I take my time and preach a more conservative approach than perhaps some others I know. I believe that it is always faster to go slowly. The rider who has committed to developing a strong and supportive lower leg, centered balance and an empathetic hand in the long run will be safer, more horse-friendly and have more fun that one who has not. It is my role as teacher to meet my students wherever they are and help them to achieve this goal.

As students, we can all be too greedy to show tangible progress. As teachers, it can be tempting to give in to the student and let her jump a larger fence, or move up a competitive level, especially if you worry she will leave and go to another teacher if you say no. But it is essential that the teachers of horsemanship maintain their principles in order to protect both the student and the horse.

We live in a world where everything moves so quickly and we have come to expect near instant gratification of our desires and responses to our requests. Horsemanship is not, and should never become, that type of pursuit. The true horseman understands that “It is a meditative art. You are a student of the horse.” (deKunffy, in the Chronicle article cited below).

It is perhaps only when a student shifts her thinking in this way that her Teacher will appear.

Charles deKunffy was born in Hungary and survived Nazi occupation before fleeing Soviet rule in the 1950s and emigrating to the US. He attributes his status as an elite equestrian for saving his life, literally and figuratively, both in those dark days and the years to come. He has dedicated his life to “advocating on behalf of the animal that saved him, acting as a link between the prestigious training he received in classical dressage from the masters in Europe and students of today.” (“Charles deKunffy: Saved by Horses, by Jennifer B. Calder, The Chronicle of the Horse June 5&12, 2017)

Totally Transitions: A Clinic with Jeremy Steinberg

On what was possibly the hottest and most humid weekend of July, Anna and I visited the lovely Linden Woods Farm in Durham, N.H., to clinic with USEF High Performance rider and former Dressage Youth Coach Jeremy Steinberg.

I enjoy reading Steinberg’s column in The Chronicle of the Horse and have the impression that, although a successful competitor, he also truly enjoys training horses to become the best version of themselves. To me, this is an important distinction, because I have found that when you simply enjoy being around horses, taking the time to solve their riddles is handled with a great deal more compassion than when their resistance is perceived as an impediment to reaching a goal. It also challenges you to be more creative in finding solutions, rather than insisting that each horse conform to a set formula. Steinberg’s mentors, Dietrich von Hopffgarten and Paul Belasik, are both regarded as dressage philosophers and advocates for humane, classical dressage training. Finally, Steinberg’s first Grand Prix horse was an OTTB whom he developed himself. As someone who favors riding non-traditional breeds in the dressage arena, I was excited for the opportunity to work with him directly.

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Jeremy Steinberg

For me, the pandemic has been an important period of resetting, reassessing and simply improving the bond with my horses. I wasn’t sure that Anna and I were truly ready for a clinic, particularly with someone of Steinberg’s caliber, but I assumed that if he was as horse-friendly in practice as he seemed to be in his writing, we would get something positive out of the ride.

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Anna and I have been doing a lot more hacking than usual this summer…but that will be for another blog!

I wasn’t disappointed!

Steinberg spends a good chunk of his time on the road—his website says that he gives an average of 48 clinics per year—and he explained that the first thing he always considers while watching a horse warm up is their conformation, and how it will impact their work.

Anna is flat in the poll, making it easy for her to lock both there and in her lower jaw when asked to connect. Steinberg’s (simple but not so simple) solution? Transitions. So many transitions.

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Anna is quite experienced at bracing in her poll and jaw. In this moment I am trying to just be steady without manipulating her neck. So much easier said than done!

After a basic warm up (during which Steinberg encouraged me to use my fingers and wrists quite actively to massage the bit but to keep Anna’s neck completely still), we started riding trot-halt-trot transitions. Steinberg had me hold my elbows to my sides to stabilize the contact into and out of the transition, and to ride a bit of medium trot into the halt. This is not your show ring halt, but instead a training tool to help encourage the horse to start rounding their back, while yielding the poll and croup. These trot-halt-trot transitions are, intentionally, a bit abrupt.

“Resist the urge in the halt to supple her,” Steinberg coached. “Make the hand and elbow more fixed, so that the contact is less negotiable, and when she comes to the halt the contact is solid.”

Not shockingly, at first Anna braced in her poll and jaw, particularly into the downward transition. Overall, the transitions were somewhat…ugly.

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There were plenty of moments like these….

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…interspersed with rounder moments like this. Anna has always struggled with lifting her back in the canter!

“You are trying to get the horse’s lower back to tip in the hip and pelvis,” says Steinberg. “Think more like a sliding stop. You want the horse to tuck under a bit.”

It was important to not allow walk steps in or out of the transitions (as this will cause the horse to avoid tucking the hip), and for a horse such as Anna (who is not always the most prompt to the driving aids), you cannot be afraid to really pop the whip if she is not responsive.

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But roundness with no bracing IS an option!

“Let the horse make mistakes,” says Steinberg. “Let them learn that you are not going to carry them along, and if they make a mistake, be corrective.”

The more transitions I did, focusing on promptness and really rooting my elbows to my sides, the hotter Anna became to my leg and the softer and rounder she became in the connection. By staying steady and tolerating Anna’s tendency to brace (for now), I was increasing the pressure on her to become rounder. The idea is that you are giving the horse a choice—they can continue to resist, which is uncomfortable, or they can choose to become rounder in their back and relieve the pressure.

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Lateral movements such as shoulder fore, shoulder in, travers and renvers are all allowed– just so long as you don’t wrestle with the neck.

“Do fifteen of them,” says Steinberg of the transitions. “If the horse braces, do three more.”

This work is meant to be done in many short bursts; we worked trot-halt-trot transitions on each rein, and then moved on to canter-walk-canter. I applied the same concepts to these latter transitions, with the aim of taking no more than one or two steps of walk in between each stretch of canter.

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During the walk strides of the canter-walk-canter transition, Steinberg wanted me to stabilize my elbows (holding onto the mane if necessary) and resist the urge to ask Anna to give. He wanted her to make the connection softer by sitting more behind, rather than lowering the poll. It is much harder than you would think to tolerate the resistance until the horse figures it out!

“Almost as soon as you walk, you want to go back to the canter,” says Steinberg. “It is the difference between doing a sit up and a crunch.”

The canter-walk-canter transitions help the horse to lower the croup and lighten the forehand. Steinberg compared the horse to an imperfectly balanced teeter totter—one that has a boulder (the forehand) in front of its fulcrum (the withers), with a rider sitting behind them both.

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Progress is made in fractions of an inch, not feet.

“As soon as you get on, you can feel this weight,” says Steinberg. “If you can raise the front end, the boulder will roll back. But if the forehand goes down, you have to pull on the reins to stop the boulder from rolling forward more.”

All of these prompt transitions help to create greater activity in the hindquarters, by putting a certain degree of pressure on the horse’s body and not giving them much choice in how to respond to that pressure. In Anna’s case, she needed to hit the wall of the rider’s hand. The true origin of her bracing is not in her jaw, it is in her back– but because I feel the weight in my hands, I (like most riders on similar horses) try to manipulate her back by positioning her neck.

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I love this moment. She looks so proud of herself.

“I want to manipulate the back with transition work,” says Steinberg. “The bracing is [the horse] wanting to stay tight in the back. But if I give in to the brace or try to soften the brace, I never give the horse the opportunity to soften the back.”

What I found quite remarkable was that despite the heat, the humidity, and the pressure, Anna really stepped up to the exercise. The sets were short but intense; Steinberg counseled to ignore the things which were not perfect, and after one or two quality transitions, give the horse a break. Many times throughout the day, after a period of increased pressure for the horse, I heard Steinberg tell the rider to reassure the horse that “mom still loves them”.  During a walk break in a later set, Steinberg had this to say about adding pressure for the horse:

“When you are fairly confident that the horse is capable of doing the work—they are a correct mover, appropriate conformation, etcetera—you can put the pressure on,” says Steinberg. “You will sometimes need to be intentional like this, to help the horse really understand how to use their body.”

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Jeremy Steinberg watching Leslie Ann McGowan warm up her own Woody.

As the horse begins to understand stepping into the downward transitions with roundness and softness, Steinberg will add a driving aid—perhaps just a tap of the whip—to teach the horse that the roundness comes from the hind end.

“You must take a leap of faith and know that you will have some of those bad transitions,” says Steinberg. “This is how you can offer a correction, and how they can learn. There is a consequence for making the mistake, and this consequence can be just the feeling of the horse hitting the rider’s aids.”

This was by far one of the most productive and positive clinics I have had with Anna, and I have incorporated this exercise into my regular routine with great success. I am so grateful to facility owner Karen Bishop and her daughter Leslie Ann McGowan for coordinating the clinic and opening their property to outside riders despite the pandemic, and to Steinberg for making the trip up from Aiken, S.C.! Thanks, too, to Fay Morrison for coming by to help me with Anna and taking such great pictures of our ride.

 

 

 

 

 

 

 

Izzy Goes to School: a clinic with Tik Maynard

So keeping up my record as “world’s slowest blogger”, I wanted to give everyone an update on Izzy’s first official off-farm outing, which happened way back in May. Better late than never, I suppose!

DRF Isabela, better known as Izzy to her friends, just turned three at the end of May. Last year, she learned the basics of longeing, went on short trail walks ponied off her friend Marquesa, and practiced wearing a bridle and surcingle. She had the winter off, and for this year, my goals were to build on this foundation by solidifying her longeing skills, introducing a saddle, working on long lining, and maybe, if all went well, getting on and doing a few short walk abouts by the time school started in the fall.

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Izzy ponying with Marquesa summer of 2017

So this spring, when I started the process of getting her back into a routine of being regularly handled, I was quite surprised to find that she had gone rather feral. Leading her had become like trying to walk a dragon.  She wasn’t being mean or naughty per se, just overly joyful. It was as though she had learned to leap and buck over the winter and wanted to show off her new skills.

The problems for me were several. 1) Most of the time, I work with Izzy alone, and I didn’t want to get hurt. 2) My arena is only partially fenced, and I wasn’t confident I could hold onto her. 3) Winter hung on a LONG time this year, and the ice and snow didn’t officially clear out of my partially fenced ring until the very end of April, meaning that even if #1 and 2 weren’t issues, I didn’t have great footing to work with.

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My ring in late April, featuring a newly purchased round pen (the acquisition of which was motivated by Izzy’s joyful behavior).

All of which left me SERIOUSLY QUESTIONING my mid-March decision to sign up for an in-hand clinic to be held at the very beginning of May with eventer and natural horsemanship trainer Tik Maynard. I much enjoyed Tik’s presentation at the Area I Annual Meeting in January, and when I saw that Fox Hill Equestrians in Barnstead, N.H., would be hosting him, I was immediately interested. Tik is based in Florida, and so opportunities to work with him for a northerly based equestrian are not likely to happen often, and Fox Hill is an easy twenty minutes up the road (as in, I turn right out of my driveway and then right onto the street with the farm, more or less). It seemed like the perfect first ‘off the farm’ outing for my youngster.

Tik was offering a lecture on horsemanship theory each morning, followed by private and small group in hand sessions and jumping lessons in the afternoon. I decided the sensible plan was to audit day one through at least the morning session, then bring Izzy for day two.

Despite her joie de vivre, I went ahead with my plan to bring her to the clinic, and I am so grateful that I stuck with it, as we both learned a great deal.

Lecture Summary: Day One

The horsemanship lecture focused on the theme of how horses learn best and gave an overview of Tik’s training philosophy. One of the main components is that humans must learn to think like a horse; when one can do that, it is easier to set up questions which horses are willing to answer.

Horses have evolved to quickly evaluate which stimuli are worthy of response, and which can safely be ignored. Only those animals which have correctly and efficiently solved this riddle survive, and we must respect that our domestic animals retain these wild traits.

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Here is Izzy, demonstrating that she is not all that concerned about crinkly tarps. This is her friend Devyn, who has given us a great deal of assistance as a second set of hands!

To this end, horses pick up on visual cues and details that we miss, and they may react to them in unanticipated ways. We all have been guilty of responding to these behaviors defensively or angrily, but the truth is that getting emotional in this situation doesn’t do much to improve the relationship or communication between you and the horse.

The things which motivate horses to do a certain behavior, including ignoring an unpleasant or unfamiliar stimulus, are not the same things which motivate humans. Horses seek safety, food, comfort and play, in that order. Smart trainers use these motivators in their work.

Because horses seek comfort, creating situations which increase a horse’s comfort when they provide the desired behavior automatically reinforce that outcome.  A common example of this in practice is the use of the rider’s leg; the pressure is slightly uncomfortable, but when the horse goes forward and the pressure goes away, the horse’s comfort level increases. Praise itself doesn’t mean much to a horse, but the release of pressure does.

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Izzy learned to wear a saddle this June.

Horses are scared or nervous of things which act predatory; this includes anything which comes running towards them and things which are going fast, being loud, or behaving erratically. They prefer to be approached slowly, which might not be the way we enter the paddock when our minds are preoccupied with catching a horse for a lesson—explaining why a normally cooperative horse might refuse to be caught.

Tik encouraged us to think in a positive frame of mind when asking the horse to do something. For example, think “Let’s do this” instead of “Stop doing that”.

One of our goals is to encourage our horses to play. To this end, ground work is like creating a series of puzzles for the horses to solve through trial and error. Just as with humans, horses respond to these types of mental challenge differently. “There are those which already know the answers, those which try to solve the puzzle, and those which wait to be told the answer,” said Tik. “Problem solving gets inspired when they are young.”

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Hey, can I help you with the weedwhacking?

Solvable puzzles introduce to the horse a little bit of pressure; some pressure is needed for growth and learning, but finding the right amount is key. Too little and no learning occurs, too much and the horse may become so anxious they can’t learn at all. Because horses seek comfort, they are going to look for the release of pressure, whether that pressure is physical or mental. “Pressure motivates but the release of pressure teaches,” said Tik.

Day One Ground Work Sessions

With these thoughts in mind, we moved into the hands on portion of the morning. My friend Hilary brought her bay Thoroughbred, Tom, and Tik took the line from her. “When I first work with a horse, I want to know how interested in me he is,” said Tik. “Does he like me?”

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Hilary and Tom

Tik approached Tom at a slight angle, reaching a hand out and waiting for the horse to touch him first. Then he began to rub Tom’s head, neck and rump, which the horse seemed to enjoy. “Some right from the get go want to play and run, and some want to snuggle,” said Tik. “You need to play to their strengths but address their weaknesses.”

Tom wanted to be a little too much in the handler’s space, so Tik spent a few moments working on teaching Tom to back up from a soft pressure. He showed us how to use the rope as a cue in three levels of intensity: first, you flick it with your wrist; if there is no response, you then flick it with your elbow, and finally with your shoulder. Every cue with the rope starts with body language.  “You may need to go through all three levels, but stop when you get the result you want,” said Tik. “When the horse is learning, go through the levels slowly and in sequence. Only once the horse knows how to do something is it OK to skip a level or two in your signals, otherwise you will desensitize the horse. Try to get BIG without getting MAD.”

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Tik works with one of the group horses.

When Tom gave the right response, Tik angled his body slightly away, shifted his weight onto one leg, and exhaled. They took a break. The pressure was released.

“There are three parts to this that the handler must understand,” said Tik. “There is your body language and intention. There is the handling of pressure changes. And then there is the timing of the release.”

For ground work, Tik prefers a rope halter, a heavy, dense, long rope, and a sturdy stick similar to Parelli’s Carrot Stick.  Depending on the situation, Tik might choose a rope that is 12’, 22’ or even 45’ long.

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Practicing waiting while not being in each others’ space. 

Tik emphasized that consistency is key. Handlers should always start at level one in terms of pressure, and add to that baseline as needed. The only exception is in the case of dangerous behavior. “When the horse is checking out mentally, you need to get their attention back on you through the use of an exercise which you have established in a quiet time,” said Tik. “There are three goals I have for any training session: the human is safe at the end, the horse is safe at the end, and the horse is more relaxed at the end than at the beginning.”

The next set was a group lesson with five horses working in hand at once. The animals were at different stages of training as well as mental focus, which gave Tik the opportunity to speak to a variety of exercises and possible outcomes. But he started with having the horses get comfortable with their handlers standing about six feet away from them, with slack in the lead rope.  “On the ground, you sometimes want the horse’s eyes and ears towards the handler but sometimes you want to direct them and their attention elsewhere,” said Tik.

One young handler and her sweet steady eddie type schoolmaster worked on learning to give from pressure on the nose. “For a lesson horse or a kid’s horse, you need to think about how sensitive you really want that animal to be,” said Tik.

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My friend Sarah works on sending her Thoroughbred, NASA, over the tarp. He is for sale, by the way!

Several horses in this group played with a tarp that had been laid out in the arena. “There are a few different ways you can ask the horse to cross the tarp,” said Tik. “It is like asking a riddle. You can lead them over, send them over, draw them over or back them over, if you have it secured down.”

Turk, an elegant bay Thoroughbred gelding, tended to speed up once in motion on the circle and needed to slow down and refocus on his handler; Tik helped her to cross his front feet and back feet over each other. “At first, it is about moving the whole horse forward, backwards, and then on a circle,” said Tik. “After this is established then we start to move the front half relative to the back.”

Horses can be responsible for four things: to maintain their speed and gait, to maintain their direction, to be looking where they are going, and to act like a partner. As trainers, we should not be doing these jobs for the horse. “But horses must be taught how to do these things,” said Tik.

Izzy’s Session

Other than going for short trailer rides around the block last summer, Izzy has not left our farm since her arrival on a bitterly cold morning in March of 2017. I am not sure who was more nervous for the outing—Izzy or me! Two of my students, Julia and Nikki, tagged along for moral support, education and extra hands if needed.

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Izzy is enjoying a “release” moment after getting a riddle right. Note Tik’s unevenly weighted feet and relaxed arms.

I don’t think anyone else brought an animal as young as Izzy; I held her in the barn aisle while Tik wrapped up his morning lecture on day two, and although she danced and jigged a bit while waiting her turn, I felt she was really trying to be good. That said, I had no idea what to expect from her when we got into the ring. I think Tik fairly quickly assessed that her brain and energy needed to be redirected, and so he came back a little early from his post-lecture break to get started.

“Do you mind if I work with her for a few minutes?” he asked. I was so relieved! Yes, please!

The first thing he did was swapped out my long line for the sturdier rope line he had been using on other horses.  He then let Izzy move out onto the end of the rope, where she leaped and ran and displayed the athleticism which I hope will be used for good things in the future. He wasn’t expecting her to be totally focused on him all the time; in fact, that day he said that he would be happy if she was with him 30% of the time.

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Izzy is actively backing away from Tik in this video grab. 

“I am looking for the moment where she wants to stay still and relax,” said Tik. “I am not punishing her at all for her loss of attention or focus. Instead, I give her something else to do.”

It was truly amazing to watch Tik work with Izzy, who he had just met, in such a respectful yet constructive manner. She had moments of simply moving around him at the end of the line, and other moments of youthful behavior. He could halt her and turn her. They went and checked out the mirror together. As she started to visibly relax and become more mentally calm, Tik led her to the tarp and a wooden bridge which had been used in previous sessions. She inquisitively just walked right up to and over both objects. I was not surprised that she handled them so well, as this has been her typical response to something new, but it was lovely to see that she had the same attitude in a new place once the zoomies were behind her.

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Once Izzy became more relaxed in her environment, Tik was able to enjoy some snuggle time with her. She is clearly miserable.

Tik wrapped up his work with Izzy by playing with some halt, walk, halt, back up transitions, teaching her to cue into his body language. He tipped his shoulders forward to encourage her to walk, squared them over his hips for the halt, and inclined them slightly backwards to cue her to back up.

After this, I took over for a few moments, practicing the same in hand transitions, and finally ending with her just hanging out all the way at the end of the long lead, while I turned my back to her and stood weighted more on one leg. I’m told she did lots of yawning, but of course I wasn’t allowed to peek!

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I’m trying so hard to not look at her while audience members asked Tik questions about our session.

“The more emotional something is for the horse to learn, the longer the break they get,” said Tik.

While he described his work with Izzy as being a “typical three-year-old session”, he also acknowledged that she was a pretty self-confident animal, as was evidenced by her overall response to the new situation and stimuli. “Horses like this which are clever and smart and brave are great but also a challenge,” said Tik. “You must find ways to help them learn and stay interested.”

Coming to this clinic, as mentally stressful as it was for me to do it, was absolutely the right choice to make at this stage of her training. Izzy was like a changed woman after interacting with Tik, and both his feedback and watching how he used his body language to interact with her helped to give me the confidence to do what I had sort of suspected she needed me to do—get a longer line and really send her forward when she wanted to act up. So long as your response to her is fair—I am sending you away to work a little bit not because I’m mad but because we have a job to do—she responds positively, and rather quickly settles down.

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Izzy has learned the basics of long lining this summer. This project was definitely not do-able until after our clinic! Thanks Devyn for the photo.

I have continued to play with some of these techniques this summer, but I will admit that I have much more to learn. It was a fascinating opportunity to do something totally different with one of the horses, and I am pleased that it was such a positive experience!

 

Using Work in Hand to Gymnastically Develop the Horse: an Introduction to Straightness Training

Lately, my interest in broadening my understanding of various kinds of ground and in hand work has been growing, and I am enjoying learning about ways in which this work could be beneficial to both my training process and developing the relationship with my horses.

In mid February, I had the opportunity to visit Narnia Stables in Ashford, Conn., the home base for trainer Meg Brauch, who was offering a Straightness Training (ST) clinic with lecture and demo. The clinic’s title was “Using Work in Hand to Gymnastically Develop the Horse”, and photos promoting the event showed many happy horses in various stages of training. I was intrigued and roped my friend Sally into making the two and a half hour drive down for the afternoon start time.

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Meg Brauch working with Paladin. Meg was kind enough to permit me to “borrow” photos from her Facebook for use with this blog.

Straightness Training is a system developed by Dutch equestrian Marijke de Jong. After one short afternoon session, I am far from qualified to fully discuss the system or its philosophies in any great length, but I did take away that it is inspired by the work of classical horsemen like Gueriniere, Baucher, and those of the Iberian peninsula, and that it is intended as a systematic and progressive system that focuses on developing a horse using humane methods.

Introduction to ST

Meg provided a basic overview of the ST system, where I recognized some clear areas of overlap with other, better-known-to me, training philosophies. First off, most of the unmounted work is done in a cavesson. I was quite impressed with the design of Meg’s cavesson.  In my experience, finding correctly fitting cavessons is a real challenge; they usually do not conform well to the muzzle or sit evenly around the bones of the skull.  The cavessons Meg uses are Baroque inspired and have a piece of padded chain over the nose; I am sure that some people will find this too harsh, and I am sure in the wrong hands it would be.  But in truth, the shape of the noseband better conformed to the muzzle than most of the off the rack cavessons out there, and the weight of the noseband overall was much less than a regular cavesson. It had a greater degree of adjustability as well; one of the horses Meg used for demonstration later in the afternoon was an Anglo-Trakhener, heavy on the Thoroughbred blood, and his refined face seemed fit well in the cavesson. This style also has an option to fairly easily add a bit, which is a useful feature.

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There is a good view of the cavesson here as Meg appears to be asking this horse for LFS.

The ST system is based on its “five pillars”: groundwork, longeing, work in hand, riding and liberty work. The first two steps are done in a cavesson with a single line attached, and in these stages, the goal is to teach the horse how to carry themselves. The work in hand, which we were there to watch specifically, is done in a cavesson with a set of reins clipped to either side, as on a bridle. As horses become more advanced, a curb bit can be clipped to the cavesson along with a set of reins, and the horse is introduced to the concept of a double bridle.

Horses which are trained in the ST system will be introduced to many under saddle concepts prior to actually being backed; the exercises are meant to help develop the horse’s balance as well as to gymnastically work and develop the muscles.  For a youngster, ST can help the horse to understand the rein aids and develop lightness. In the end, the horse should become confident, relaxed and supple in their work. Due to the mental and physical demands, ST should not be started before the horse’s third year. Lightness was a pervasive theme, both in the application of the aids and the weight of the horse in the hand.

For the handler, ST teaches a better feel for their mount’s natural asymmetry and body position in the lateral exercises, and also helps to improve their sense of timing. Meg promised that this improved “feel” transfers over to the ridden work.

Understanding Asymmetry

Now, to really understand the importance of lateral work, you have to also appreciate that horses are naturally asymmetrical. Horses are narrower in the shoulders than the hips, and like humans, are “sided”, meaning one set of limbs tends to be in charge. In our usual handling practices, horsemen do little to improve the situation (when was the last time you led/untacked/mounted from the right or “off” side?).

ST teaches about “eight dimensions of asymmetry”. For me, there was nothing new here, but I really liked the way the concepts were organized. Meg presented the dimensions of asymmetry as follows:

  • Lateral bending (issues here are usually the easiest to correct)
  • Horizontal imbalance (horse naturally carries more weight on forehand)
  • Front legs (Handedness, as in, which leg does your horse prefer to lead with)
  • Hind Legs (the carrying hind leg is more flexible, and the pushing hind leg tends to be straighter, stronger and less flexible)
  • Front/back ratio (the wedge shape of the horse which I referred to earlier)
  • Diagonal (one diagonal pair will be dominant, and usually the pushing hind is diagonal to the dominant front)
  • Vertical (leaning in on an angle on corners)
  • Topline (we want the horse to stretch here and be longer and rounded).

In general, a right bended horse tends to be left forelimb dominant and usually has a pushing right hind. Their concave side is their right side.  Reverse all of these for a horse which is left bended (which seems to be less common overall).

To improve the horse first requires awareness of the asymmetry on the part of the trainer. All beings are asymmetrical, but through thoughtful and steady work, improvement is always possible.

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Meg working at liberty.

Use of the Aids in ST

The pillars of ST work which are done on the ground require the use of the handler’s body language and voice, but several other aids are also important. The first is mental focus—Meg used the expression “inner picture, inner feeling”, which basically means that before a trainer begins any exercise with their horse, they should have a sense of what it is they are trying to accomplish. Related to this is the concept of “energetic aids”, which basically is saying that the handler should be centered, grounded and present, with their full attention on the horse and the task at hand. Finally, for several pillars, artificial aids like a long whip (for driving, slowing or reinforcing) or rein (used similarly to the riding reins, with inside/outside and direct/indirect cues offered) are also included. A direct rein influences the horse’s poll while an indirect rein influences the shoulders, almost like having a lasso around the horse’s neck.

The demonstration section of this clinic was focusing on the work in hand, a pillar which comes after a horse already has a basic understanding of the ground work done with a cavesson on a single line, attached to the nose. Basic circle work and an introduction to the lateral movements should be established through ground work before progressing to work in hand, which is done with a set of reins clipped to either side of the cavesson, as on a bridle. During the ground work phase, the handler works on the inside of the horse.  But during the in hand phase, the handler will transition to the outside of the horse.

The whip becomes a tool of refined communication, based primarily by its position.  It can be used to activate the hind end, or when held in front of the chest, indicates a half halt. Held at the girth, it asks for more bend or forward intention. Pointed towards the opposite hip, it becomes an advanced aid to increase the angle of the haunches in. When kept down by the handler’s side, the whip is in neutral.

Progression of Exercises

In each stage of progression through the pillars, a series of specific exercises is introduced in order. During each exercise, the horse is encouraged to maintain “LFS”—lateral bend, a forward and downward tendency, while stepping under their center of mass with the hind leg.

  • Standstill: Meg says many folks new to ST work tend to gloss over this exercise, because it seems too easy or basic. But mastering the stand still, in which the horse halts with front feet square, head and neck lowered, while willingly flexing left and right, provides an important foundation. It also gives the horse a first introduction of the cavesson and its pressure, and helps to teach them to center their mass away from their dominant fore limb.
  • Circle: Usually done only in the walk, the circle is used to help establish LFS. “We don’t tend to do these in trot or canter, because it is hard to go from the circle to a straight line and keep the horse well balanced,” says Meg.
  • LFS on Straight Line, progressing to Shoulder In
  • Haunches In
  • Renvers
  • Half Pass
  • Pirouette
  • Trot
  • Canter

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I had to include this photo of my friend Carolyn, who seems to be practicing that pesky standstill!

Training Theory

When it comes down to it, what I witnessed at this clinic was the application of highly effective classical and operant training techniques. This is really at the root of most good animal training, whether you are talking about riding horses or training dogs or teaching some exotic zoo animal to engage in a medical exam. ST work is about applying the 3 R’s—Release, Reward, Relax. When the horse makes a move towards doing the thing you want, the handler offers a “bingo cue” (some sort of consistent sound), they release the pressure, and then immediately reward the horse with verbal or physical praise or a treat. There is then a short break to allow the horse to process what he just learned.

It is the timing and dosing of the pressure and release process which is most people’s downfall.  Basically, handlers need to AVOID pressure which is held too much, too long, too often, too suddenly or too steadily, and EMBRACE release which is early, often, quickly administered, long and soon.  Release more than you take. Through this process, the horse learns to carry the posture on his own.

There are three phases of the training process.  The first phase is teaching the horse.  In this phase, we are trying to help the horse begin to understand the exercise, and to develop the new neural pathways which will allow it to be performed. At this stage, the movement may lack gymnastic quality, or be in slow motion, similar to how we might learn a new dance step.  In the optimizing phase, the trainer focuses on improving the quality of the movement and encourages the horse to work towards self-carriage in the body and mind.  Finally, in the improvising phase, the exercise can now be used for a purpose or in a goal-oriented way.

Another way to look at the training and learning process is to understand that in doing any activity, there is the comfort zone (doing what you know and is familiar), the stretch zone (where you are trying something new that is out of your comfort zone but still attainable) and the stress zone (where what you are trying to teach is too much, too soon). Growth occurs in the stretch zone, but not every day can be a stretch day. And when we live in the stress zone… no training occurs.

Demonstration

Meg demonstrated the in hand techniques with two of her own horses.  The first horse was a 6 year old Hanoverian gelding who has had a “slow start” in his training progress due to various injuries. She demonstrated that she held each rein through the thumb and forefinger, so the overall contact was quite light.  The outside rein should cross the neck in front of the withers, but not be more than half way up the neck. The goal is to work towards holding the reins closer to the withers than the head, so that the horse is ultimately coming forward from the hindquarters and into the rein (similar to riding).  However, when the trainer loses quality, they should move their hold closer to the cavesson until the necessary elements improve. The handler’s body should be positioned off of the girth; Meg explained that it is really easy to get out in front of the horse’s shoulder.

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Meg and her horse Renfrew.

This particular horse usually struggles with the stand still, but today demonstrated the position with his feet even and square. Meg emphasized that under saddle, the horse must learn to wait to move until the rider’s cue, and this practice starts here. She encouraged the horse to stretch forward and down using gentle pressure on the front of the cavesson, and then flexed him to the left and right with pressure on the sides.

After a few moments in the stand still, Meg moved on to doing small circles, 8-10 meters in diameter, to encourage the bending of the horse, while still asking for the forward and downward tendency.  When she asked for transitions to the halt, the effort is made mostly from the voice.  The ultimate goal is to use little to no pressure on the reins in the halt, as the horse will usually tend to come up in the neck and lean into this pressure.

Because changing the bend while in motion is fairly difficult, Meg halted her horse and changed the reins over to the opposite side to work in the other direction.

She then proceeded to demonstrate the shoulder in (be sure to not draw the horse’s nose further in than their point of shoulder) and haunches in (the horse is taught to bend around the whip, which provides the cue).

Next, Meg brought in her 19 year old schoolmaster, Paladin, an Anglo-Trakehner. He came to her due to intermittent front end lameness which had ended his competitive career; through ST work to straighten his body, redevelop movement patterns and correct asymmetrical muscling, the lameness has all but resolved.

Meg worked through all of the same initial movements with Paladin, but then also showed us work in trot and canter.  She explained that the classical masters would sometimes introduce half steps in hand before introducing the trot in order to develop balance and strength; in the faster gaits, it is best to do very short bursts to prevent the horse from losing balance. No matter the gait of the horse, the handler should always remain walking, not jogging, to keep up.

Teaching these progressive exercises in the walk and trot with a youngster can help them to understand what is wanted before trying to do the movements with a rider on board. The movements may also be done in the canter, but this requires more collection than a young horse will have; it is better to introduce the canter under saddle first and allow the horse to develop more strength before teaching these exercises in that gait.

Take Aways

When I signed up for this clinic, I was not expecting a full immersion into an organized training system. I am almost always initially skeptical of programs which promote a particular prescripted philosophy, special equipment (ex: buy this halter/video series/magic stick for just 99.95) or come with too many impassioned disciples who all function at only a very basic level. So before I “drink the Kool-Aid”, I like to try to learn a little more.

Straightness Training (http://straightnesstraining.com/) is a pretty comprehensive program.  Its founder, Marijke de Jong, has created an ambitious and heavily trademarked/registered system of instruction, coaching, certification and support. Under the “FAQ’s” page on her website are some interesting threads on integrating ST work with “other types of riding” as well as what the difference is between classical riding and Straightness Training. Here, deJong compares the different schools of classical dressage training (German, Spanish, etc.) to the branches of a tree; while the specific approaches and techniques taught in these different schools may vary, they all have the same roots. deJong’s work is drawing off much of the in hand training approaches used by classical masters. She seems to have studied this subject far more deeply than I have ever attempted to, and it is beyond the scope of this blog for me to do any analysis on the connections here.

I think we as horsemen are all enthralled with the idea of having a horse which responds to our aids with lightness and sensitivity and to have the kind of relationship with our horse that is seemingly effortless and harmonious. Certainly in Meg’s demonstration she showed that with time and care, her work on the ground has allowed each of her horses to respond to quiet and soft aids as they worked through their lateral movements.  Despite being distracted by outside stimuli and twenty auditors, both horses chose ultimately to focus on Meg, with a minimum of fuss and no force.

I think my major, most important take away from this clinic was a reminder that we must all reward more often and for less effort. It is so easy, especially in dressage or equitation work, to drill ourselves and our horses. In doing so, we fail to recognize the “try”, the little effort the animal or student puts forward to improve, because we are too focused on shaping the response to be what we want in a final performance. But in order to get to that evolved, confident and smooth answer, there are many small, incremental steps of growth and improvement. If we as teachers and trainers do not reward these steps, the progress and growth we specifically seek can be deterred.

 

 

Notes and Observations:  Carl Hester at the NEDA Fall Symposium 2017

The northeast dressage community was electrified by the announcement that British dressage superstar Carl Hester would headline the 2017 New England Dressage Association (NEDA) Fall Symposium, held October 14-15, 2017 at the picturesque Equestrian Center at Pineland Farms in New Gloucester, ME.

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Abby Hardy riding Geoffrey and a previous symposium held at Pineland.

Hester’s influence on the sport of dressage in the UK has been pronounced, and includes leading the team to medals at the World Equestrian Games, Olympics and European Championships.  In fact, at the Rio Olympics in 2016, Hester not only rode (Nip/Tuck) but was the trainer of the other three members of the team:  Charlotte Dujardin and Valegro (who Hester co-owns), Fiona Bigwood and Atterupgaards Orthilia and Spencer Wilton and Super Nova II.

The recent success of the British team is refreshing, as it comes after years of harsh criticism of previous Dutch and German champions, many of whom were proponents of hyperflexion/rollkur.  These horses were criticized for being too tense, incorrect in their movement and otherwise not truly demonstrating the throughness, obedience and correctness necessary at the world class Grand Prix level.  By contrast, Hester is a clear proponent of adherence to classical training methods; he has an eye for a horse, frequently selecting his mounts as youngsters and training them through the levels himself.  His horses, and their riders, fairly dance through their performances.

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Hester spoke to a sold out house; I was only able to attend on day one, but even just spending just one day auditing was enough to grasp clear themes which emerged through demonstrations which began with a four year old and progressed all the way through to Grand Prix.

Here are my top eight take aways from this symposium.

  • Try to keep horses as naturally as possible.

Hester was originally an event rider, and so maybe this is why he still believes in actually turning horses out.  “If you want to keep your horses sound and happy and easy to ride—leave them out,” said Hester.  He notes that youngsters which are not turned out enough often end up being overworked because they are so high that it takes a long time to establish the necessary suppleness and relaxation.  As horses move up the levels and need more energy for their work, they might need to be kept in more.  But even Hester’s most elite horses enjoy time in turnout daily.

To this point, Hester also believes in regular out of the ring hacking for dressage horses, both for mental health and to develop fitness.  Young horses may only work for 20-30 minutes per session but should be warmed up by moving around outside of the ring.  “Horses must be fit, and if you are just riding them for twenty minutes they will not be fit enough,” said Hester.

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My own youngster, Izzy, clearly believes in the importance of sleeping and resting.  Especially when housekeeping has arrived to clean the paddock.

  •  Temperament, a good walk and a good canter are most important.

“I have been proven wrong many times by a horse with not the best movement but excellent temperament,” said Hester.

It is important for a dressage prospect to have as close to a perfect walk and canter as possible, because these gaits are much harder to improve than the trot.  However, a youngster with an unclear walk may simply need more strength. Horses with huge walks and a big overstep can be hard to collect. Riding zigzags up and down hills can help to improve the walk.

  • Less is more.

“All training goes like this,” said Hester, drawing a line in the air with his finger that resembled a rollercoaster.  Sometimes a horse will hit a phase of their training where they get more difficult, and this is not always a sign that the horse is being stubborn.  “Give them a break—a few weeks off,” said Hester.  “They can be tired or muscle sore.”

Hester repeated this theme in numerous ways during the day.  “Your horse isn’t born reading the dictionary—you must teach them the dictionary,” he said in regards to training youngsters.

“If the horse is not on the bit, do not force them,” said Hester. “The horse needs to work out where to put themselves.”  He reiterated this in several sessions.  “Do NOT be obsessed with the horse being ‘on the bit’,” said Hester.  “They will come onto the bit with correct work.”

During the work itself, horses need breaks when they become fatigued; a break can sometimes be as basic as taking a short diagonal while allowing the horse to lower their neck. “The rider must listen and feel for this request from the horse,” said Hester.

Make sure you finish a training session with work the horse finds easy.  Put the “meat” of your training towards the beginning or middle of your work.

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Hearing Hester’s words came at a perfect time for me, as work and school demands kept me from having as much time available for serious training.  Instead, I used the fall to focus on stretching, hacking, cavaletti work and strength building with my top horse, Anna.

  • Increase demands GRADUALLY 

Training must be systematic.  Youngsters should start by working on long straight lines and large circles.  They need to learn to turn from the outside aids of the rider, and be encouraged to reach through their topline in a long outline. A four-year-old might work just twenty to thirty minutes, four times per week, stretching in the walk, trot and canter, slowly building to the development of the ability to bend and straighten.  Once this foundation has been set, as a five-year-old the horse should work on smoother transitions, better balance, and increased lateral suppleness, using leg yield.

It takes time for horses to figure out what you want when you teach them something new.  On the first day, introduce the horse to the new skill; on day two review, then give them day three off.  On days four and five, repeat the lessons of days one and two.  Then go hacking on the weekend.

It. Takes. Time.

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  • TRANSITIONS 

Hester is obsessed with transitions.  He said he does “lots” of transitions per session—hundreds of them.  Big ones.  Small ones.  Between gaits, within gaits.

The trot to canter transition engages the inside hind, while canter to trot teaches the horse to come more forward into the rider’s hand and use their back more.  Canter-walk-canter will work towards getting the horse to truly sit behind and come off of their forehand.  “Listen for the sound of the front feet,” said Hester of this transition.  “You shouldn’t hear them.  These kinds of exercises build the strength to do the next level of collection.”

At the FEI levels, horses must be able to go from the trot or canter directly to the halt.  This starts by teaching a young horse to ride cleanly from trot-walk-halt.  Gradually, make the duration of the walk smaller until it goes away.  “Your piaffe-passage lives in the trot-halt transitions,” said Hester.  Hester recommends using a ground person to verify that each hind leg is squarely under the horse.  “This is how you ensure that each leg aid is activating the hind leg on that side,” said Hester.

For horses which come behind the leg, Hester recommends bringing them back as soon as they start to go forward, rather than waiting for them to slow down.  “You must take the leg off in between asks,” said Hester.  “Telling someone to ride forward when they don’t have the balance will not work.”

If you make it to Grand Prix, the transitions are the hardest part, especially from piaffe to passage and back.  “Good collection makes good extension,” said Hester.  At the lower levels, and for horses without a natural lengthening, asking for bigger strides on the circle can help to improve the gaits.

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Anna is a great example of a horse without much natural lengthening to her stride.  I have been trying to add “hundreds” of transitions to her work, ala Hester,  to try to develop more reach in her step.

  • Know your craft. Really, really know it.

Hester emphasized that all riders should understand the fundamentals of biomechanics and conditioning in the horse.  Riders should also choose a horse which suits their personality.

Self-carriage in the horse begins with teaching the horse to carry their own head and neck in the free walk on a long rein.  The rider should use their arms in a rowing fashion, pushing the neck down and forward.  Keeping the reins moving and looking for lightness in the hand is most important.

When tracking right, most horses bring their nose and haunches to the inside.  The rider must use more outside (left) rein to help keep the horse’s nose in front of their chest. When the horse tracks left, the rider can ask for more inside flexion to help stretch the chronically shortened right side. “When the nose and hips are to the right, the middle of the horse is out,” said Hester. “You need to bring the middle of the horse in.”

Hester made reference to an often misattributed quote of his student Dujardin, which goes something like “short reins win medals”.  “Short reins allow you to ride forward to the hand,” said Hester.  “Long reins will cause you to take back.  During the warm up, some horses will be very strong in the hand and some very light.  Do not mistake lightness for contact.”  The use of a driving rein position can be helpful for horses which curl in the neck in response to the rider’s hand.

Hester said that there is no hard and fast rule as to when introduce the double bridle.  “If the horse is not sure at first, I might hack out in it,” said Hester.  “But if the horse doesn’t go well to the snaffle then they won’t go to the bit in the double.  The horse must be in self carriage in the double bridle for it to work.”

Do not rely on your reins to create the shoulder in, rely on your legs.

To ride an accurate half pass, “put your destination in between your horse’s ears.”  Keep the rider’s weight on the inside seat bone.

Flying changes should be cued with a squeeze of the rider’s heel, not by drawing the entire leg back, especially on a dull horse.

Leg yield in canter can help to free up the horse within the gait; half pass in canter increases collection. In both movements, the horse’s shoulders should be leading slightly.

The half-halt is a forward aid.  “The half halt needs to feel like the horse is happy to go forward, not happy to stop,” said Hester.

Hester does not often use dressage whips.  “If you are going to ride with a whip, then the horse should not be best friends with it,” said Hester.  “But they also shouldn’t fear it.  The use of the whip should create a medium trot step instantly.”

“You ride for thirty to sixty minutes—do it right.”

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  • Be positive.

Training your horse should be like playing a game.  Make the work playful.  Reward often.  “Every time they give the correct reaction, offer a touch on the neck or a small pat with the inside rein,” said Hester.

The rider’s goal should be to put positive tension into their work, and afterwards stretch the horse and take a break.  “With the stretch, the horse shows relaxation,” said Hester.

To this end, rising trot can be a valuable tool.  “Rising trot is not just for amateurs and young horses,” said Hester.  “It can be helpful whenever you are asking the horse for more.  It can be used in the half pass, extended trot, etc.”

Always, always remember that horses are authentic.  “If the horse is difficult because he is stiff, he doesn’t do it to annoy you,” said Hester.  “He does it because he’s stiff, so you need to give him some time and work through it in a systematic way.”

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Sometimes your horse makes it very clear that they did not appreciate the way in which you asked for the flying change!

  • Dressage is not just about the movements.

Hester said that his older horses may work as much as two-three hours per day to develop the fitness necessary for elite dressage.  “But you are not just schooling the Grand Prix,” said Hester.  “You can’t do that. They must get fit through stretching, hacking and loosening.”

The hardest part of dressage, according to Hester, is attending to the care and health of your horse, and keeping them sound.  “It’s not what you invest in the horse, it is what you invest in training,” said Hester.  “Buy what you can afford; they might be two years old, but you can start here and train them.”

Hester said that it can be hard to stay inspired when working on your own.  “Everyone needs to find someone to work with,” said Hester.

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While I have taken inspiration from many coaches, it is Verne Batchelder’s assistance which has proven to be the most helpful with Anna.  

Final Thoughts

The content of this symposium was refreshing in its emphasis on correct, classical training and the emergence of the clear, horse friendly system that has led to Hester’s success.  There are no tricks or shortcuts, just a clever adherence to finding the joy in each individual horse, using their strengths to develop their weaknesses.  The horses chosen for demonstration were exceptional examples of the quality of work at each level.

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This won’t be a popular opinion—but for me, what was NOT refreshing about this symposium was all of the hoopla and rigmarole around it. Ex:  Tickets will go on sale at midnight, to NEDA members only.  Doors will open at 7:30 AM (symposium does not begin until 9:15). You will get a nametag to affix to your chair, no saving seats.  Dressage has a reputation for divas, for excessive wealth, for elitism.  This symposium did NOTHING to eliminate that perception; if anything, it enhanced it.  I don’t know how much came from Hester himself (for example, it is his request that no photographs are taken, out of respect for the training process and privacy of the riders) and how much came from NEDA.  Some of the demo horses came from Florida, Ohio and Maryland, for goodness sake. Of the over one hundred rider applicants, we couldn’t find animals from our membership’s base?  Where were the Irish horses, the OTTBs, the “native ponies”?  It is great to see these methods work well with the genetically blessed horses which were selected (again, I don’t know if Hester had final say and this was his design).  But I would suspect that most of the NEDA membership is not riding horses of this caliber, and it would have been inspirational to see even a modest transformation in a “normal” horse during the course of this symposium.  By the end of the day, I had had my fill of the “fussiness” of dressage.

With that being said, I am appreciative of the hard work and organization which went into the planning of this educational event, a process two years in the making.  We are lucky to have access to this caliber of education in the northeast and I am grateful for the hours of effort from the volunteers which put this together.

Hester closed day one with the following summary.  “Dressage is the art of putting a crooked person on a crooked animal and expecting them to be straight and then move to self-carriage,” said Hester.  “Self-carriage is having the horse balanced on all four legs.”

 

Book Review: Ridden: Dressage from the Horse’s Point of View

Ridden:  Dressage from the Horse’s Point of View by Ulrike Thiel

c 2013 Trafalgar Square Books: North Pomfret, VT. 225 pages.

ISBN 978-1-57076-558-2

Ridden: Dressage from the Horse’s Point of View is an intellectual read, part study of equine biomechanics, part reflection on training philosophy and part treatise on the essential need to commit to the classical principles in all work with horses.  Author Dr. Ulrike Thiel is a clinical psychologist, therapeutic and able-bodied riding instructor, and dressage devotee, and in this book she blends her education, experience and scientific analysis together in a manner which synthesizes a complex topic into a manageable narrative.

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What Thiel does extremely well in this book is providing analogies, visuals and exercises which can help a rider to understand, in human terms, what a horse is experiencing under certain circumstances.  Through these means, Thiel helps the rider to have better empathy for how much most horses are willing to offer to us, despite muddled communication, improper balance and a host of other challenges.  She conscientiously takes the reader through the learning process which a horse and rider must undertake, including overcoming the predator/prey relationship by gaining a horse’s trust, confidence and respect.

Once Thiel has laid the framework for developing the horse/human relationship through mutual respect, she then delves deeper into the concepts espoused in classical dressage training, comparing the horse’s progression through the exercises to the process of learning to ski for a human (among her many hats, Thiel is also a certified ski instructor). Throughout, she emphasizes the fact that horses will forgive the mistakes of humans, but those mistakes must first be acknowledged to be rectified.  The consequences of failing to correct training missteps or rider issues can result in permanent physical damage to the horse.

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From the United States Dressage Federation

After painstakingly laying out this foundation, Thiel turns her analytical focus to what she calls “modern” training methods—rollkur, hyperflexion, or low, deep and round (LDR).  These controversial training methods have been promoted by several high profile European dressage stars (including Olympic medal winners) and Thiel takes direct aim at the methods, their perpetrators, and the FEI for not wholly condemning their use. To write this book and publish it in her native Netherlands must have taken supreme courage, as one of the most famous proponents of hyperflexion has been two time Olympic gold medalist Anky Van Grunsven, who is a house hold name in the country.

It seems clear that Thiel’s motivations are truly to promote humane horsemanship and training methods, in spite of the risk of drawing what surely is sharp criticism.  “The excesses associated with equestrian sports are in the crossfire of criticism…Ultimately, the question we all need to ask is whether the well-being of the horse is being considered as he is used in sports, for pleasure, as a therapy animal, or for other purposes…As it is so often when money, power, and competition play a role, ethics and human assumption of responsibility are left by the wayside” (Thiel, 2013, p. 209).  Further, “I think the horse awakens different needs within humans.  The horse can be used as a tool to fulfill our desire for power and success” (Thiel, 2013, p. 214).

I would recommend Ridden to any horseman who is interested in better understanding why the classical training methods have endured for centuries, and why this approach is still the best way to train the horse to be the most they can be.  I hope that most equestrians that consider themselves to be true horsemen are willing to constantly put themselves under the microscope, asking what they can do better.  Reading this book and taking time to honestly reflect on its content should allow for that opportunity for growth.

I applaud Thiel for being brave enough to write this book, and for taking the time to combine intellectual and emotional rationale—left brain/right brain balance—to advocate for why adherence to classical training concepts is essential for equine well-being.

5/5 stars

Anna and the Adventures of the Double Bridle

The 2017 season marked Anna’s debut at Third Level; while we certainly didn’t make anyone nervous, as my former coach used to say, we also didn’t get arrested by the Dressage Police, so it would seem that enough of our movements were recognizable at the level that they allowed us to go on our way.

Making the jump from Second to Third level is a significant step forward in the horse’s training.  The purpose of Third Level (as is stated at the top of the test) is as follows: “To confirm that the horse demonstrates correct basics, and having begun to develop an uphill balance at Second Level, now demonstrates increased engagement, especially in the extended gaits.  Transitions between collected, medium and extended gaits should be well defined and performed with engagement.  The horse should be reliably on the bit and show a greater degree of straightness, bending, suppleness, throughness, balance and self-carriage than at Second Level.”

Oh gee, is that all?

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But in all honesty, what I have found when the average dressage rider is debating moving up to Third Level is that they are worried about two things.  1) Will my horse do a flying change?  2) Can I ride in a double?

The double bridle, also known as the full bridle, is a somewhat controversial piece of equipment.  Third Level is the first time its use is permitted under USEF rules.  As its name implies, it has two bits—a snaffle, known as the “bridoon,” and a curb, also called a “Weymouth.” The bits serve different purposes.  The snaffle helps to achieve lateral and longitudinal flexion, as well as encourages elevation in the frame.  It is also used to help position the neck left or right, and encourages the horse to open the frame when necessary.  The curb’s role is to increase longitudinal flexion, helping to “close” the frame by bringing the head more towards vertical.  The correct use of a double bridle requires that the horse is classically trained; the rider’s hands should initiate but not force the horse’s head and neck into the correct position.

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Anna’s double.  The curb is pretty flat, with minimal port, and used to belong to my Hanoverian, Worldly.

It is the use of the curb which makes the double bridle both so helpful and also potentially so harmful.  For centuries, the curb was used alone and often one handed, by knights and soldiers needing immediate control and submission from their mounts. The double bridle was not commonly used until the close of the 1700’s, likely due to the influence of French masters Pluvinel and de la Guerniere. Each horseman taught that the curb bit could be used to enable the rider to achieve a higher level of communication with the horse, not simply domination. By employing two sets of reins, the rider could use the snaffle and curb bits separately or in combination, which allowed a greater degree of refined control for military maneuvers.

The curb must be carefully chosen and fit to the horse; when used appropriately, it can allow extremely refined communication between horse and rider.  It is a leverage bit and applies pressure to the poll and chin groove, as well as to the bars, tongue and the neck; any force applied to its rein will be magnified on the horse.

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A close up of Anna’s current bits.  Talk to me in a year and we shall see what she is wearing!

The strength of the curb depends on several factors.  The overall length of the cheek of the bit is important, but so is the length of cheek above the mouthpiece versus below it.  This ratio effects the way the leverage is applied to the horse.  The tightness and fit of the curb chain is also significant, with the ideal being that when the curb chain is engaged, the lower shank is brought to 45 degrees relative to the bars of the mouth. It may require some adjustment in the curb chain tension to find just the right setting. Ideally, two fingers fit between the curb chain and the chin. Finally, the shape of the mouth piece itself influences the severity of the curb.  The unique size and shape of the horse’s tongue, bars and palate all must be considered.  Usually, the length of the shank is about the same as the width of the mouthpiece; the curb should be a minimum of 5 mm wider at each side of the mouth to avoid the lips being squeezed between the shanks.  But a too wide curb will cause muddled signals to the horse.

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What I like in this photo, from our Third Level debut, is that she is soft in the jaw, properly using the muscles of her upper neck and is slightly in front of the vertical with her forehead.  I think we are about to ride a volte here, and she needs to be better supple on the right side and more engaged with elevation in the shoulders.  I also have NO contact to speak of on the curb rein.  It is an ongoing process!

de la Guerniere said, “The mouthpiece has to be chosen based on the inner construction of the horse’s mouth, the levers in relation to his neck and the curb chain based on the sensitivity of his chin.”

Of course, as with any bit, its severity is directly related to the skill of the user.  For example, while one might assume that a shorter shanked curb is less severe, its effects are felt more quickly and so it is not ideal for someone with unsteady hands.

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Anna at a show in July– here you can see that I have too much contact on the curb, and the adjustment has brought the bit almost to horizontal.  This isn’t right either!  Good thing Anna is tolerant.  What I like in this photo though is that she is well engaged, reaching over her back, and is closer to level balance.  When you are not genetically blessed with uphill carriage, it takes quite a bit of weightlifting to get there.  This lovely photo is from MKM Equine.

I soon found that fitting the bits correctly, including consideration of the placement of the noseband, is almost an art form.  I still don’t think I have the adjustment just right, as will be seen in some of the photos here.

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Anna after a summer ride in which she did some of her first tempi changes! Thank you to the double for our more refined control!

I have ridden in doubles before, but it was only over the course of this season that I realized how little I really understood about the bridle, its use, and its effects.  The horse is only ready to begin using a double when they have developed a degree of collection and self-carriage.  When the hindquarter is properly engaged, the horse is then better able to lift their withers and base of the neck.  The curb uses even pressure to cause the horse to yield with relaxation in their lower jaw.

I was really on the fence about whether or not Anna was ready to start working in the double, because of our ongoing connection issues.  But after a session with my dear friend Jen Verharen in March, I felt sufficiently confident to at least start asking her to hack around in the double and get used to carrying two bits in her mouth.  Anna’s first ride in the double was only remarkable in that it was utterly unremarkable.  “Ho hum,” she seemed to say.  Just another day at the office.

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After her first ride in the double.  Please do not judge me for the extremely disorganized cheekpieces.  I promise that they got sorted out for the next ride! And it was raining that day– this isn’t all sweat.  🙂

I began riding Anna in her double once per week, usually on days when I was mostly doing stretching work.  Even before I started to take a greater feel through the curb rein, I noticed an improvement in the shape of her topline and neck, which I attribute (perhaps falsely) to the style of her bridoon.  Anna’s usual snaffle is a medium thickness KK loose ring with a lozenge; the bridoon on her double is a thin single jointed loose ring.  I wonder if the simplicity of the bridoon is more comfortable for her; of course, I haven’t actually gotten around to swapping out her regular snaffle to determine this! Perhaps this is a project for the winter season.

Gradually, I began to take more feel on the curb rein and introduced Anna to gentle pressure from the leverage bit.  I found that it was important to make sure that she was sufficiently loosened first, and already reaching through her back, before I took this additional contact.  When I attended a clinic with Jan Ebeling in April, I brought the double with me, but I didn’t feel confident enough yet to actually bring it out in such a public venue.

So when I took Anna down centerline for the first time at Third Level in June, I had had no direct coaching with her in the double.  However, I felt that its use sufficiently improved Anna’s outline and way of going such that it justified its use.  In reviewing the photos, I can tell that the curb helped to improve her elevation in the trot work, but I was not fully utilizing its benefits to help her in the canter. I knew I was still being too tentative.

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In this photo from Anna’s Third Level debut, you can see that I am not really using the curb rein.

Thankfully, I was able to work with Verne Batchelder over five sessions in July, August and September, which helped us to make excellent progress and gave me better insight into the use of the double during this horse’s training.  Verne encouraged me to ride Anna in the double more frequently, citing its positive effects on achieving a more correct shape through her topline and especially in her neck.  “Do not go into battle without your gear,” he laughed, as he also encouraged me to picture Anna working more towards Third Level Test 3 than Test 1.

Most of our sessions focused on positioning Anna’s neck such that she was unable to use it to block the flow of energy.  Usually this involved taking her nose slightly past the degree of flexion in her neck, waiting for her to relax, then gently straightening her by using my outside elbow.  Verne emphasizes the need to be able to swivel the horse’s head and neck at the poll; this helps to develop the muscles of the upper neck to the degree where it actually draws up and refines the area around the throatlatch.

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So I keep struggling with the adjustment of the curb chain; here you can see that the shank of Anna’s curb tends to align too much with her lips.  It should be closer to 45 degrees in relation to her bars.

Anna has quite a good walk, and really is capable of achieving scores of “8” or higher on these movements, and so we played with some walk exercises which also would help to further improve her connection. We did a series of half turns in the walk, all the while asking her to take a rounder outline through her topline and neck, more towards an FEI level of carriage, for short periods.  These turns were larger than competition sized, and we worked towards shorter, quicker steps.  This technique should help to develop greater activity in the half pass. Afterwards, we returned to forward riding on lines and larger circles.

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Anna is at her winter headquarters at High Knoll Equestrian Center this year. 

Flying changes are actually quite easy for Anna, and these are also an opportunity for higher scores in the show ring.  Verne worked with us on riding changes with greater elevation of the forehand, so that they could become bigger and more expressive.  He encouraged a gentle lift of the inside snaffle rein during the change to coincide with the leg cue; this will lay the foundation for a prompter response to a subtle aid in tempi changes later on.

Finally, we spent some time working on developing Anna’s medium trot.  The medium gaits are defined by their uphill tendency, which is of course the result of better engagement, self-carriage and true collection.  The horse should lift their shoulders and withers, not just flick the front feet. If the rider only thinks about power, most often the horse will do a lengthening and instead fall to their forehand.  In the double, Verne reminded me to keep my elbows bent and to focus on riding Anna’s shoulders up.  We increased the thrust for a few steps at a time, using these as building blocks to develop strength and carrying power.

Verne feels that the double bridle is a valuable training tool for a horse like Anna, who lacks natural elevation.  “The double bridle helps with elevation of the shoulder and neck in horses which are not naturally elevated,” says Verne.  “The withers follow the reins, but the rider cannot just lift the hand.  They must keep an active half halt and the connection into their elbow.”  I learned too that it is extremely important to keep a steady feel on the snaffle, not pulling just holding, whenever Anna was pushing towards a higher degree of balance and throughness.

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Doing some stretching work in the snaffle.

I always like to give Anna a little down time as I transition back to full time work in the fall, so in September we hung the double up for a few months and focused on stretching in the snaffle and hacking on the trails.  Even without the influence of the curb, it is clear that the work we have done in the double has helped to improve the shape and correctness of Anna’s topline.

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And when we go out hacking, it is usually in a mechanical hackamore, which is what she is wearing here, though I guess it is hard to tell!

There has been some debate in recent years regarding whether the double bridle should remain mandatory equipment at the FEI levels; when showing nationally, American riders can choose to ride FEI tests in a snaffle alone.  There seems to be some belief that those who can do Grand Prix in a snaffle are better riders.  But in the right hands, the double bridle should be regarded as “an instrument of finest understanding between horse and rider” (Rottermann, Eurodressage 11/3/14). A correctly trained horse will probably do well no matter which type of bridle they are wearing.

As far as Anna and I go, we of course need to continue to improve the quality of our communication.  I am sure there are some riders and trainers who will judge me for choosing to work this horse in a double bridle before every bit and piece of Third Level work was fully confirmed.  But truthfully, it seems like it was the right choice for this horse, and using this tool tactfully has helped to further her training and improved her strength and suppleness.

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Happy Holidays from Annapony and I! 

Sources

Edwards, E. Hartley.  Saddlery. London: JA Allen and Co, Ltd.  1987.

Politz, Gerhard.  “History of Bits, Evolution of the Double Bridle”. Posted 7/17/2008 (www.equisearch.com/articles/double_bridle_071708)

Rottermann, Silke. “The Double Bridle: An Instrument of Understanding”. Posted 11/3/2014. (www.euroressage.com/equestrian/2014/11/03/double-bridle-instrument-understanding)