Annette, very nice and clear instruction ( I have done it in this way as well)! But Michele has been working very hard to make it clear to her mare Chance, that she has a choice in their training, and is learning (studying very hard!) to learn to shape behaviors without pressure. Even teh small amount you are talking about can be percieved by Chance as just one more example of her not having a choice in her interaction with Michele.
Michele has been doing so great lately by not using pressure and working hard to listen to what Chance is saying to her.
My Tamarack has shown me how you can use targeting to get the same lateral and vertical flexion at liberty, then when you do add lines, it happens so lightly that the rein or line never makes contact...it is only raised. It is patient work, and it takes more time, but I think Michele, if you're willing to do it with a target, it will teach you so much more, and it will tell Chance again that you are listening to her!
When you can find creative ways to cause an action to happen in such a away that the horse feels it's her idea, the behavior is stronger than if you cause it to happen in any physical way. This is why free shaping creates such strong behaviors.
So Michele...
You can also teach both the vertical and the lateral flexion with a clicker. Quite easy to achieve, especially since you use a target for your training Michele! You stand in the same place you would if you used a line, but just ask Chance to bring her head around to touch the target.
You can do it small steps. Ask for just a little lateral bend at first, then more and more as she more willingly gives it.
Then, when she's doing it on the ground, mount up with your target and do it from the saddle too! It is a great warm up excercise for you and Chance!
Once you have taught it with the clicker and your target, you can get the same results on the lead line or rein, only it goes much easier...you add a light lift of the rein as a cue, and reward her for her response of bringing her head around.
So you are not asking her to submit...you are asking her to join you in a nice flexion exercise that will help her entire body. If in doubt, PM Brenda!