What are your core values? (You have them, right?)

community

This summer, Scott Pardi, a teacher at Gamble Montessori high school, where I am the principal, called me.

“Jack, can I rewrite Gamble’s core values?”

Scott was part-way through his Montessori certification classes. I understood immediately. He was taking Structure and Organization, and was working on specific artifacts to help manage daily issues in his classroom. His was not an existential question, a core values question per se. I knew what he meant. He was fine with our values: Community, Hard Work, Learning, Peace, Respect.  They are posted throughout our school, on the letterhead and elsewhere. In the classroom, each word has a description created to help students understand the core value. These are legacy descriptions, handed down from our school’s first set of teachers, created on our school’s first ever retreat.

The descriptions are generally fine, with one really awkward exception. In this paragraph, the school is symbolically a hand, and every part contributes to the work. The unfortunate phrasing is “each joint supplies …” I can quote the rest but it is immaterial. You see the problem, right? Especially in a room full of adolescents, in an era of debate over the legalization of marijuana. “Each joint supplies …” could send a student off on an awkward and unproductive tangent. Yes, he could change the descriptions!

Upon telling him that, I also quickly drew a red line, to give him the guidance he sought and to make clear where experience and research told me we could not go: the five values must stay the same. He could rewrite the awkward descriptions. It was important that the values remain constant and consistent across the school. This is explained later in this article. However, the descriptions could – and should – be the subject of continual revision and conversation.

Even better than the core values you have? The ones you use. Those are the perfect core values.

He had started the work already, anticipating my answer, and started to read one of the proposed descriptions to me. He paused self-consciously in the middle and said he needed to wordsmith it, starting to apologize. I stopped him mid-apology. I reassured him that the most important thing was that he was grappling with the meaning of the core values for him, and for implementation in his classroom. He was internalizing them and making them his own. It was impossible to ask more from him in that moment.

Many schools and other organizations have core values. Some call them beliefs. Some embed them in a vision or mission statement and some, like us, separate the three: mission, vision, core values. Gamble Montessori’s values, Community*, Hard Work, Learning, Peace, Respect, were “borrowed” from Clark Montessori, our older sister school, as we attempted to model our program on their success. In Cincinnati Public Schools we have occasionally been encouraged to develop a core set of values, often as part of the Positive Behavior Interventions work that we cycle through regularly. Down the street, our closest high school neighbor, Dater High School, asserts, “At Dater High School we …. Work Hard, Love to Learn, Never Quit, Care, Prepare for the Future.” Pleasant Ridge Montessori, another of the public Montessori elementary schools in Cincinnati, proudly proclaims “PRM ROCKS”, which seems to suggest 5 core values. However, their core values are Respect, Ownership, Kindness, Safety. (Yes, they are aware that this is really “ROKS”!)

These examples point to the obvious truth about core values: the most important thing is to have them. There are no wrong core values, except for the ones you don’t have.

Hard Work

That said, there are a few rules you must follow if you wish to develop core values for your school or organization. The process can be flexible but must meet these three criteria.

  1. Create your core values cooperatively. Deciding what you are about as a group requires a group effort. Mottos, visions, and core values passed down from on high, or from years and years earlier, carry less weight than a shared vision developed together. This does not mean that legacy values and mottos are useless. However, if you are starting from zero, the process of discussing, defining, and articulating your values as an organization increases buy-in and ownership.
  2. Select a manageable number of core values. The examples I include in this article all consist of four or five core values. If you go fewer than that, you run the risk of missing large swaths of behaviors that occur in your school on a given day. If you go much beyond five or six, you dilute your message and they become meaningless or overlapping. This does not mean overlap is necessarily the enemy. Too many “core” values is a problem.
  3. State them positively. This rule is true about all sets of rules, including core values and mission and vision statements. Give people something to live in to, something to become. Many teachers create sets of rules for their classes that define what you can’t do: “Don’t leave your seat without permission,” “don’t interrupt others,” or “don’t talk without raising your hand” are some examples. Stating the expectations positively sends a message of opportunity rather than the message of limitation set by these negative examples. The Dater High School example above is an exemplar of positively stated core values, for instance “Work Hard” provides a clear directive to a person.

The purpose of core values is to instill in the group a common sense of purpose and meaning. Earlier I used the phrase “drew a red line” to describe my reaction to a change in the core values in Scott’s classroom, while allowing him to change the descriptions. This is because as a school, we are invested in setting clear boundaries for our adolescents. These boundaries and expectations, when repeatedly reinforced over time and throughout our spaces, become instinctive and ingrained in us.  This is not because our core values are infallible. In reality, the absolute best core values are the ones you have. Whatever they are.

Even better than the core values you have? The ones you use. Those are the perfect core values.

How does one “use” core values? Below is a starter list of ways to saturate your school with your core values, to reinforce and teach them multiple ways.

Post them in the classroom

Placing attractive and legible versions of the core values in a prominent place in the classroom helps provide a framework for the expectations in your classroom. This is strengthened if the values are posted throughout the school, and as they are utilized in the additional steps below.

Learning

Use them in your classroom and building rules

Relating each of your classroom and building rules to the core values, perhaps using each value as a “header” with specific rules beneath it, you move toward several important goals. First, you justify each procedure or rule as belonging to a larger structure of rules, giving each a raison d’être. Second, it helps students categorize each expectation, which in turn aids their memory and makes it more likely that the rules will be remembered and followed.

Place them throughout the staff manual and the student handbook

Core values can help serve as an organizational structure for your handbooks. Much like with the classroom rules, using them as an organizer helps justify rules and expectations. Placing them here also ensures that they will be seen at least once a year as you review the expectations with you staff and they, in turn, review the expectations with their students.

Peace

Include them in student reflection forms [LINK]

At Gamble, we use reflection on misbehavior as a way to reteach appropriate behavior and help a student understand why they misbehaved. Asking a student to relive an experience later and find different solutions helps provide them with resources and “experiences” to make better decisions in the future. The Gamble reflection form requires the student to identify one or more values that were violated that prompted the need for a reflection. Redirecting students to the core values not only serves as a reminder of the rules, but it also helps them understand that the rules serve a purpose other than providing an annoying roadblock to doing whatever one pleases. Instead, behavior is understood to need to match these easily remembered values. A student in a future new situation is likely to remember one of the core values and apply it to improve their behavior. This is a much better strategy for teaching behavior than trying to imagine the countless permutations of behaviors throughout the school and to teach each individual scenario.

In student commitment forms [LINK]

Many schools ask students and parents to make a series of commitments as they enter the school or progress through to new teams. This is certain to include following the rules and not committing certain infractions. It may also address doing work of a certain quality and exhibiting exemplary behavior. Using the core values in this document, especially in combination with the other places above, helps send a unified message to students.

respect

Use them on your school letterhead and other public sites

Part of your saturation process means using the core values in correspondence other than just with teachers and students. message you send outside the school is important too. Showing partners and parents and others that you have a thorough commitment to your values sends a message that a school has thought about what it expects from students. In Stephen Covey’s 7 Habits of Highly Effective People, one of the habits is “beginning with the end in mind.”  Espousing these views of the values we hope for a graduate to possess is powerful. Placing them on public documents is an attractive trait to parents who might have to wade through a wide range of school choices, or might be seeking reassurance that their only choice is a good one. Seeing that your school seeks to instill important values in your child builds confidence and trust.

You and your school have accepted the mission to educate a child beyond mere standardized tests and common standards. Adopting and using core values as a guide and structure for the teaching of behaviors and habits helps create a shorthand for achieving your loftiest goals. The work is not simple, for sure, but it is made simpler by providing an agreed-upon framework of common core values.

Scott envisioned an important 6th core value for his classroom.
Scott envisioned an important 6th core value for his classroom.

Something was in the air this summer. Soon after talking with Scott Pardi about his edits to our core values descriptive paragraphs, Josh Vogt, a veteran teacher at Gamble, brought them up too. Josh is in the important role of Montessori Coordinator. He expressed frustration that our core values are the same as our sister school – we had not written them ourselves. He had written some new possible values down on a sheet of paper, but he wasn’t quite happy with them. Our conversation ranged over a couple of days until a summer meeting where he appeared to have reached an important breakthrough.

“I’ve got them,” he announced, with seriousness.

“Them?”

“Yes, the new core values.” He held up a list of hand-written words and phrases on a lined sheet of paper. It was long. “I just need you to approve them.” He gestured as if handing the paper to me to sign, offering me his pen. There were a couple of columns of values, one of which carried over to the back.

“Long list.” I observed.

“One hundred and six.”

“One hundred and six?”

“Or thereabouts,” he conceded. “Some of them feel a bit redundant. Might be about 100 though.”

“Sounds like you’ve covered everything.”

“I believe I have,” he nodded modestly. “It’s all in there. Honesty, Trustworthiness, Caring for others. Bravery.” He pointed at the list as he said each one. “All the important ones.”

He was right, and it underscored an important point for me. The best core values are the ones you have, and even better are the ones you use. Almost everything he had written down could plausibly be a core value at a reputable school. But the list was so long! I suggested, “I think we might need to simplify a bit.”

“Simplify?” he asked.

“Yes, this seems a bit excessive. You know, in an age of electronics.”

“Oh? … Hmm. I see what you’re saying.” He took the list back. When I saw him later that afternoon I had almost forgotten our conversation.

“I’ve got it.” He pronounced.

“What?”

“The solution to our core values. I have them. Final version”

“Already?” I was surprised. “Final version?” I was remembering the long list and imagining how he could have winnowed it down to five or six.

“Yes.” He paused dramatically. “Emoji’s.”

“Emoji’s?”

“Yes, and we will only need five: smiley face, frog, 100%, American flag, honey pot.”

“The kids will understand it?” I asked.

He nodded reassuringly, “Oh yeah.”

“But will we?”

“We can learn.”

 

What are your school’s core values? We would love it if you could include them in the comments below.

Josh's mostly tongue-in-cheek core values suggestion

* Here and throughout the article I capitalize core values. The English teacher in me cringes. However, I think it is important to note that core values are proper nouns because they play a powerful role in a school, and therefore merit this capitalization.

The Seven Gateways: How to Teach the Whole Child

-by Krista Taylor

After any lesson that involved rich discussion, Alex would sidle up to me with a mischievous twinkle in his eye, and say something like, “So if everything started with the Big Bang, what was there before that?”

Then he’d point at me and proudly say, “Can’t answer that one, can you, Ms. Taylor? Makes you think, doesn’t it?” Then, off he would go to his next class.

This is why I teach: to witness students come alive in the way Alex had – to be curious about the world and their role in it, and to be courageous enough to ask the big questions, knowing in advance that perhaps there are no real answers. To teach the whole child.

Teaching the whole child. We reference this frequently, but do we really know what it means? Do we all share the same definition? Do we know how to do it intentionally?

This concept of teaching more than academics, of developing students as well-rounded citizens is not new. As early as 1818, education was being defined as far broader than what fits neatly into the curricular content areas. In the 1818 Report of the Commissioners for the University of Virginia, Thomas Jefferson noted the importance of the role of education in the development of:

  • Morals
  • Understanding duties to one’s neighbors and country
  • A knowledge of rights
  • Intelligence and faithfulness in social relations

One hundred years later, in 1918, the National Education Association, indicated a similar function of schooling, as delineated in The Cardinal Principles of Secondary Education

  • Health
  • Command of the fundamental processes
  • Worthy home membership
  • Vocation
  • Citizenship
  • Worthy use of leisure
  • Ethical character

In the mid to late 20th century, the “Open Education” movement put forward the need to include the following in classrooms:

  • Creativity
  • Invention
  • Cooperation and democratic participation in the classroom
  • Lifelong learning

And more recently, as the concept of “happiness” is being explored as something that includes specific, teachable components, it has been proposed that schools intentionally develop these qualities in students:

  • A rich intellectual life
  • Rewarding human relationships
  • Love of home and place
  • Sound character
  • Good parenting ability
  • Spirituality
  • The pursuit of a job that one loves [1]

Phew, that’s a lot to cover in addition to reading, writing, and arithmetic!

And yet, it’s hard to argue with the importance of each of the items on each of those lists.

Teaching the whole child. We may not be able to clearly articulate it, or to agree on the exact same definition, but we certainly know its importance and we recognize it when we see it.

Alex loved sharing his big thoughts with me. I knew I had him hooked; I knew that he was engaging in his education far beyond the academic component. I knew that he was experiencing a rich, intellectual life, creativity, and a love of learning that would extend far beyond the classroom.

But how had I, and all of his teachers before me, helped him get to this place? What are the inroads to engaging students in this way? How do we teach “the whole child?”

Rachel Kessler investigates this concept in her inspiring and hope-filled book, The Soul of Education: Helping Students Find Connection, Compassion, and Character at School. Her use of the word “soul” is secular in nature, describing the teaching of the whole child to which so many of us ascribe. However, it can be challenging to integrate this into our classrooms alongside and in between the many, many requirements that currently exist in our educational system.

None of those additional whole child pieces were included in the No Child Left Behind Act, and while the Every Student Succeeds Act does touch on the importance of this, it fails to provide guidance on how to achieve it, stating little more than that schools should foster safe, healthy, supportive environments that support student academic achievement. [2]

Perhaps, in the current political-educational environment, failing to clearly define this type of instruction is for the best, as the elements of teaching the whole child both predate and supersede the current testing compulsion, and are entirely immeasurable.

In the Forward to Kessler’s book, Parker J. Palmer, founder of the Center for Courage & Renewal, and a world-renowned writer, speaker and activist, includes this reflection on the school accountability movement:

“We took teaching and learning – that ancient exchange between student and teacher and world in which human beings have always explored the depths of the soul – and started thinning it down into little more than the amassing of data and the mastering of technique… Kessler’s book does not ignore the standards movement, but responds creatively to the deeper yearning behind it: the desire to truly engage and equip today’s young people for effective learning. We must address what has heart and meaning for them if we want them to learn.”[3]

Through her work teaching adolescents, Kessler identified what she coined as image“Seven Gateways to the Soul.” Kessler arrived at this concept through compiling the reflections of her students over the course of many years and noting the categories they clustered into. Her gateways are, in essence, strategies for reaching the hearts and minds of adolescents –a kind of roadmap for how to teach the whole child. They are not linear, however – there is no particular order to them, they need to be traversed many times, they often overlap, and individual students will find varied levels of meaning in each of the different gateways.

  • The yearning for deep connection
  • The longing for silence and solitude
  • The search for meaning and purpose
  • The hunger for joy and delight
  • The creative drive
  • The urge for transcendence
  • The need for initiation [4]

Note the powerful verbs that Kessler uses – yearning, longing, search, hunger, drive, urge, and need. These gateways are not optional. Our students need us to provide the experiences for them. While it can be challenging to find ways to weave these components into the precious time we have with our class, there are infinite ways we can do so, and we must find a way.

This post serves merely as an overview of Kessler’s work. Each gateway will be explored individually and thoroughly in a future post. At Gamble, there are a variety of ways that we weave the seven gateways into our curriculum. Many of those are listed here; however they serve as nothing more than a beginning point. Replicating what we do is not necessary. Determining what is right for your students is. Engaging students through experiences aligned with Kessler’s seven gateways is teaching the whole child.

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The yearning for deep connection

The Yearning for Deep Connection

“The yearning for deep connection describes a quality of relationship that is profoundly caring, is resonant with meaning, and involves feelings of belonging, or of being truly seen and known. Students may experience deep connection to themselves, to others, to nature, or to a higher power.”

  • A junior high community structure, where students remain with the same class of peers and teachers for most of the school day, helps to forge strong interpersonal bonds.
  • At high school, a similar experience is created through a 2-year looping cycle.
  • A bell schedule built to accommodate student-run meetings during the first fifteen minutes of each day
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The longing for silence and solitude

 The Longing for Silence and Solitude

“The longing for silence and solitude, often an ambivalent domain, is fraught with both fear and urgent need. As a respite from the tyranny of ‘busyness’ and noise, silence may be a realm of reflection, of calm or fertile chaos, an avenue of stillness and rest for some, prayer and contemplation for others.”

  • Solo time, based on Maria Montessori’s development of “The Silent Game,” provides students with the experience of silence and solitude at least once each week
  • Mindfulness practices are demonstrating nearly unbelievable results in school districts that are implementing them with fidelity. At this point, at Gamble, we are merely dabbling in this work, but current research indicates that it is likely to be a growing trend.
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The search for meaning and purpose

The Search for Meaning and Purpose

“The search for meaning and purpose concerns the exploration of big questions, such as ‘Why am I here?’ ‘Does my life have a purpose?’ ‘How do I find out what it is?’ ‘What is life for?’ ‘What is my destiny?’ ‘What does my future hold?’ and ‘Is there a God?’”

  • Montessori Secondary curriculum is based on what are called “cycles of study.” Cycles of study are a quarter or a semester in length, and they focus on a theme that explores big questions.
  • Montessori wrote about the importance of real-world experiences. At Gamble, students participate in field experiences and intersessions each year. Some of these, like the trip to Pigeon Key, serve to expose students to the wonder of the world around them. Others, like the college and career intersessions that take place during students’ junior and senior years, guide students toward future academic and career choices. Both help students to grapple with life’s deep questions.
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The hunger for joy and delight

The Hunger for Joy and Delight

“The hunger for joy and delight can be satisfied through experiences of great simplicity, such as play, celebration, or gratitude. It also describes the exaltation students feel when encountering beauty, power, grace, brilliance, love, or the sheer joy of being alive.”

  • Group initiatives, or cooperative, team-building experiences, are part of the Montessori components we conduct regularly at Gamble.
  • And, of course, we experience joy and delight on our field experiences and intersessions.
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The creative drive

 The Creative Drive

“The creative drive, perhaps the most familiar domain for nourishing the spirit in school, is part of all the gateways. Whether developing a new idea, a work of art, a scientific discovery, or an entirely new lens on life, students feel the awe and mystery of creating.”

  • Kessler notes that creativity is something that is commonly woven into curricula. Despite budget cuts that seem to imply the opposite, exposing adolescents to art, music, and drama is critical to their development.
  • Choice work is a component of both Montessori philosophy and current educational best practices. Giving students the option to create a poster, a 3-D model, write a play or a poem, or create illustrations to demonstrate understanding is a very common way to embed creativity into the classroom.
  • One of the graduation requirements at Gamble is a Senior Project. In this broad independent study, students have complete determination over the topic they choose to study.
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The urge for transcendence

 The Urge for Transcendence

“The urge for transcendence describes the desire of young people to go beyond their perceived limits. It includes not only the mystical realm, but experiences of the extraordinary in the arts, athletics, academics, or human relations. By naming and honoring this universal human need, educators can help students constructively channel this powerful urge.”

  • At Gamble, like at most schools, students are provided with extracurricular opportunities. Auditioning for a play, trying out for a team, achieving a personal best or breaking a record are all ways that students can push past their perceived limits.
  • In the spring of students’ 7th grade year, we go on a multi-day leadership experience held at a local YMCA camp. This is a “challenge by choice” experience, and we ask students to push themselves beyond their comfort level.
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The need for initiation

 The Need for Initiation

“The need for initiation deals with rites of passage for the young – guiding adolescents to become more conscious about the irrevocable transition from childhood to adulthood. Adults can give young people tools for dealing with all of life’s transitions and farewells. Meeting this need for initiation often involves ceremonies with parents and faculty that welcome them into the community of adults.”

  • The first experience students have with initiation at Gamble happens on the last night of fall camp.
  • Mirroring the fall camp initiation ceremony, there is a similar event on the last night in Pigeon Key, Florida.
  • Of course, graduation is the ultimate school-based rite of passage ceremony. At Gamble this is done in two stages
    • At Meet the Seniors night, each family gets to introduce their child to the Gamble community, and we get the opportunity to view each of these students from the perspective of their family. Each student is given time to be the most important person in the room.
    • Commencement is a monumental celebration in any school. The things that make Gamble’s graduations special are described here.

There are many, many ways to honor adolescents’ yearning, longing, search, hunger, drive, urge, and need for each of the gateways that Kessler has identified. This teaching of the whole child is at least as essential as any set of standards or curriculum requirements; as a society, we have been aware of that for several hundred years. There are infinite possibilities that will meet these needs; as educators we must seek them out and implement them.

Over the course of the next few months, we will more deeply explore each gateway – describing in full what we do at Gamble to address each, investigating ways other schools have done the same, and inviting you to share your work along these lines, as well as ideas for going deeper.

[1] Noddings, Nel. “What Does It Mean to Educate the Whole Child?” Educational Leadership, vol. 63, no. 1, Sept. 2005, pp. 8–13.

[2] “Federal Policy.” Casel. N.p., n.d. Web. 30 Sept. 2016.

[3] Palmer, Parker. “Forward.” The Soul of Education: Helping Students Find Connection, Compassion, and Character at School, Association for Supervision and Curriculum Development, Alexandria, VA, 2000, pp. v-vi.

[4] Kessler, Rachael. The Soul of Education: Helping Students Find Connection, Compassion, and Character at School. Alexandria, VA, Association for Supervision and Curriculum Development, 2000.

Senior Project

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In Senior Project, students explore questions that drive societal trends.

-by Jack M. Jose

Senior Project Night is a proud night at Gamble Montessori. The school becomes the very public arena where our seniors’ projects, started a full year earlier, are seen in their entirety for the first time. Nervous students, in their Sunday best clothing, circle their tables and wring their hands, making small talk with their parents and mentors as the time arrives and space fills with curious guests. Senior Project Night is easily summed up, but difficult to fully understand. It is not just an artifact of a student’s research, or a short speech, but the culmination of years of education.  Students are really presenting themselves as fully prepared for the world beyond high school.

The recent full-length documentary film Most Likely to Succeed drew a lot of attention in the education world in early 2016 by shining a spotlight on a charter school with a unique structure. The movie portrayed High Tech High in San Diego as a nearly utopian vision of future-school, where students worked continuously throughout the year on a major culminating project.

The movie attracted a cult-like following among fans of Montessori schools.  Groups of educators planned private screenings, wrote blogs, and posted rave reviews to Facebook that sometimes admittedly were posted before the authors even saw the movie. I was also caught up in the interest in the movie. I attended a screening at Xavier University in Cincinnati as part of their Montessori Lab School program in partnership with Cincinnati Public Schools.

The movie itself, however, was not really the main draw for educators like me. In fact, the film was prone to hyperbole and to overselling the possibility of this kind of future school sweeping the nation. At one point one of the protagonists speculates about the significance of the completion of his project by saying, “It will be the best day of my life.” As a member of the audience we felt his excitement and agony, true, but this felt a bit oversold.  Perhaps what had happened was life changing for him, and would have been even without a documentarian filming his progress. The primary attraction for most of us was that Most Likely to Succeed, by drawing attention to project-based learning, had the opportunity to change even more lives by helping to explain the impact a year-long project can have on individual students.

The reality is, asking students to complete a year-long project is not the provenance of some utopian future school. Project-based learning is not a new fad set to sweep the nation. Many schools have been doing a version of this for years, Gamble Montessori and our sister school, Clark Montessori, included. The work for senior project begins at the end of the junior year and ends on this night in May, just days before graduation.

Mary, from the Gamble class of 2015, was a reserved student, who worked hard and was satisfied with the grades she received. She was well liked by her peers, but she was unlikely to speak up in a group larger than 2 or 3 of her close friends. When I first met her, she was transferring to Gamble Montessori from another local high school renowned for its academic rigor. Her initial reaction as I approached was to step behind her mother. She was not exactly shy, but rather, wary. Her academic and personal transformation while at Gamble was completely embodied in her senior project, which was an investigation of food production practices, food labeling laws, and the forces that drive our food consumption. She called it, simply, “The Ethics of Eating.”

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An exploration of the psychology of monogamy.

When I asked her in August of 2016 to describe a bit of her senior project experience, Mary’s response was effusive, more than a page and a half of single-spaced written commentary in a Word document. It was clear that it made a huge impact on her, and she was excited to talk about it.

Senior Project starts in the spring of the junior year, with students doing interest inventories and investigating questions in areas that spark their passions. They travel to the Cincinnati Public Library Main Branch and learn the basics of researching from the expert research librarians. While there, they locate several sources of information and start the process of reading the research and taking careful notes over the summer. The senior team provides support days periodically during that summer so students who are struggling can get back on the right path. Students have chosen a mind-bending range of topics, from fuel-efficient cars, prostitution in Cincinnati, animal welfare laws, and the existence of angels. Students must reach out to local experts in the field and find someone willing to mentor them, or at least to provide guidance showing that the student’s work was contributing to the larger conversation in that field.

The mentors have included the following:

  • Music Therapist from Melodic Connections
  • Attorney at Ohio Innocence Project
  • Chemical Dependency Counselor
  • African Drum Teacher
  • Children’s Transgender Clinic Social Worker
  • FBI Agent in Gang Task Force
  • Epidemiologist and former Peace Corps Volunteer in Africa
  • Sex Crimes Detective
  • Miami University Women’s Studies Professor
  • Professional photographer Charles Peterson
  • Local Business Owners
  • Local Activists from Black Lives Matter and other organizations

When the school year starts, the seniors’ schedule provides an additional bell that abuts their English and social studies bells but which is used primarily for senior project work. Mary explains the intense workload this way:

I personally spent so many hours on reading parts of books, whole books, articles, magazines, and blog posts.  I also watched documentary after documentary.  I watched every single one that was on Netflix (and there were surprisingly a lot) and then I watched more.  I loved my topic so it was easy to waste away a lot of hours digging deeper into the subject.  It is impossible to calculate how many hours I studied by myself but it was a lot.  The classroom provided 5 hours of work time each week and that was every week for most of the entire year … It took me about 15 hours to put my video together after I got all of the footage.  The footage happened on several different days and was then later combined into the final video at the end of the school year.  Talking to my mentor took up a lot of time too.  Basically, this project is very time consuming but that was expected and I enjoyed every moment of it.

Everything we do at Gamble should be aligned around creating this love of learning in a student. We set out to make a school that was safe for students – not just physically safe, but safe for them emotionally and educationally. This statement from a student expresses a sentiment that can never be measured on a standardized test. This is our Super Bowl win.  I hear in there the joy of learning. I hear her talking of hours spent happily exploring a fascinating idea. The Socratic method  of asking questions and digging ever deeper for answers drew her in, engaged her curiosity, and created a deep passion for a topic. Within that, we taught her the skills to follow future ideas that capture her attention. This is what every parent hopes for their child to experience at school – a passion for learning.

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An in-depth look at making America’s favorite possession – our cars – even better.

How was senior project different from other work she had done in school?

I had to contact professionals and ask for help, I had to talk face to face with strangers, I learned how to take advice from constructive criticisms and not be offended, and I had to kindly and intellectually retaliate to people who were challenging my ideas.  I think the most outstanding thing about senior project though, was that by the end I felt that it had made me a more confident, outgoing, and educated individual; and the best part was that I achieved all of that studying something I was passionate about.

Above are the words of scientific discourse, of intellectual engagement, the words of a person who is engaged in the pursuit of knowledge for the public good. To seek out ideas that challenge your current thinking is the heart of a strong and confident education. This is the “ready man” as described by Sir Francis Bacon and further explored by Samuel Johnson, who both assert that the “ready man” – the educated man ready to engage in leadership and intellectual discourse in his community – is made by conversation.

Challenges confront the students throughout the year. Occasionally a student will lose the passion for a topic, proclaiming it boring, or lose the thread of an argument. This often means they think they have run out of areas to research. Through a conference with his teachers, he will have to decide whether to revise the question, start over, or struggle through the roadblock. This is akin to a dead end in scientific inquiry, and the answer depends on the calendar and the individual. Is there time to start over? Is there any guarantee that the replacement question will prove more fruitful?

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A student demonstrates how he modified his audio system.

The senior team of teachers provides academic support in classes with a curriculum that overlaps some of the same ideas that students are exploring. Students writing about race find readings in psychology class that work as evidence for their research. (On the playground at lunch, older students will inevitably respond to statements about a person’s race with the quote, “Race is a social construct!”) Additionally, standard research format is taught and reinforced. One of our 2016 graduates, Syirra Roberts, reported to me that her freshman psychology teacher pulled her aside after three weeks of class and asked which high school Syirra had attended. Her test scores and classroom responses revealed a deep understanding of the topics being discussed, and her professor asked her to pass on his respect to her high school psychology teacher.

In thinking about Mary’s zeal for her topic when she delivered her speech, one could argue she put up a good show for her final grade. Was that passion real? My conversation with her occurred more than a year after graduation. Students often will tell the “whole truth” after a year away, feeling no need to dissemble in order to get a good grade or not hurt someone’s feelings. I think the answer is this: Embedded among Mary’s responses was this invitation extended to me: “If you haven’t ventured into answering the questions you have about where your food comes from (or if you don’t have questions but don’t consider yourself to be someone who knows much about the food industry) I highly encourage you to do so.  It is something that is so important and there are so many things that people don’t know that they should.” The passion is real. A year later, Mary has become an advocate for others to learn more about the food process.

I learned how to take advice … and not be offended, and I had to kindly and intellectually retaliate to people who were challenging my ideas.

This could just be an extended research paper, except for Senior Project Night. Each spring, mid-May, the seniors do not merely turn in the work to a teacher to anticipate a grade. Instead, they present their work to the community. Spread throughout the gym, library, and some adjacent classrooms, each senior commandeers a table and displays his or her work. There are required elements: a visual presentation showing what they learned, a research paper, a persuasive component, a spoken summary of their work along with the ability to respond to questions about their topic, and a service requirement. Students often display some of the reference material they cited, especially books they bought. Students are required to produce something that demonstrates a deeper understanding of what they have learned.  Sometimes it is a pamphlet providing important information about their topic, or it is information about a dog the student adopted and nursed back to health at a local shelter or in their own home.

The seniors’ parents are present, as are their mentors. Nearly the entire faculty drops by, as do parents from past years, and parents of younger students who are curious about the event. Dozens of students, especially juniors, make a point of attending. These guests are invited to not only sign in at each table, but also to offer feedback; this feedback then helps form a portion of the student’s final assessment.

This brings us back to that night. Students in their formal clothes, young men pulling at their collars and adjusting their ties, young ladies in dresses too formal for the typical school day. All nervously walking through the rooms, gathering the last of their materials, moving tables into place, calling a favorite aunt to give last-minute parking advice. And then it is show time.

Our seniors present their work in charts and graphs, pamphlets, tri-fold boards and every conceivable format. One year a student dressed in a yellow haz-mat suit, emerging sweaty but proud at the end of the evening. Students bring old tires and photographs. There is music and laughter, and quiet discussions as adults are confronted with the difficult topics tackled by their children. These questions have included the following:

  • Why is it that exotic dance/neo-burlesque, which is one of the top forms of entertainment in the world, is looked at as a degrading and/or a morally reprehensible profession for the women working in it?
  • When should transgender children transition socially and physically?
  • How does a mother’s age, mental state and lifestyle choices while pregnant affect how a baby develops in the first 6-8 weeks of life?
  • Is the death penalty an ethical punishment that reflects society’s views?
  • Why is it that people are unfairly treated based on the stigma of HIV/Aids?
  • Is ISIS really following Islamic Ideology?
  • Why do humans feel the need to be in a monogamous relationship?

Mary’s final presentation table included a crock pot of vegetarian chili (which was delicious and indistinguishable from traditional meat chili), a video of her presenting her findings, and a second video of “man on the street interviews” in downtown Cincinnati.

That’s right, the same girl who stepped behind her mother when it was time to meet her potential new principal, had gained the confidence to stop strangers on the street, ask them questions about the food they ate, and to provide on-the-spot answers while being videotaped. And here, on Senior Project Night, she confidently answered questions from every person who approached her table.

There is a moment during each Senior Project Night where I find myself drawn away from the tables and the students. I stand silent at a distance in each place our students are presenting; first in the gym, then in the library, and then in the large classroom. I allow myself to examine the whole scene in front of me as one picture. I take a long, deep breath. In this hive of activity, I hold each student momentarily in my gaze. I remember their arrival as timid 7th graders, or perhaps as anxious and wary high schoolers. I reflect on their struggles, and I note that, without exception, this night is a victory for each of them. Tonight they display the work that has been for them the hardest thing they ever imagined doing. Many admit to not believing they could do it at all. Here they are, each of them. Beautiful, proud, accomplished. I stop to see them as they are in this moment, resplendent and triumphant.

I often call moments like these “the teacher’s real payday,” and these are enough to fill the soul.

Teaching Morality: The Kohlberg Chart

-by Jack M. Jose

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I knew the lesson wasn’t my most riveting work. In fact, I cannot remember what I was teaching that day. But, however dry the material, I was still shocked when a student suddenly got up from her chair by the door and quickly walked out of the classroom.

“Did she just …?” I asked, gesturing toward the door. A couple of students nodded affirmatively. “Do you suppose she knows that I saw her?” I joked. This elicited a little laughter, and I took a deep breath before I attempted to resume the lesson. On the surface I remained calm, but underneath I was experiencing a fierce internal battle. I still had a full class, so I had to keep teaching, but a student had just walked out of class. Out of MY CLASS! I wanted to find her and bring her to justice! No, I NEEDED to bring her to justice!

Barely a minute after I had resumed teaching, she walked past my door, from left to right. That was bold! In between points of my lesson I quickly, and very publicly, wrote out a Saturday School form, with her name in all capital letters, with sharp angles visibly demonstrating the peaks of my frustration and valleys of my despair. I had barely gathered myself before she walked past again in the other direction! I was going to lose my cool! To be so blatant. To essentially DARE me to catch her! I got to a natural stopping point in the lesson, with students working quietly at their desks, and stormed toward the hall, just as she re-entered. Through clenched teeth I asked, “Where were you? You think you can just walk out?”

The next couple of sentences are lost to history, but I am afraid that I may have already gotten to the point of threatening specific consequences when she interrupted me. “Mr. Jose. That teacher from down the hall, the really heavy English teacher?” (I knew which denotation of ‘really heavy’ she was using – she didn’t mean ‘prompting deep thoughts’ – but I could address her poor manners later.) “She was walking past when she spilled her coffee, and then dropped a pile of papers. I had to help her.”

But I had her cornered. I could see through her little story. “Then why did you go past my door two times?” I held up a pair of fingers to reinforce the multiplicity of her offense. Then, in two syllables: “tuh-wice?”

“Mr. Jose,” she sighed. Frankly, a bit patronizingly. “Okay, I broke a rule.”

Now she was starting to see it my way!

I waited for her admission of wrongdoing. “I went into the boys rooms to get some paper towels to help her clean it up. It’s just … it’s just so much closer than the girls room. There wasn’t time.”

Well … now everything changed. I was in a bit of a quandary. Here was a student who had indeed broken a rule. But who had acted in accordance with perhaps the highest impulses given to us – she had broken a rule to help another person. And a teacher at that – she’d broken a rule to help one of my brethren! I looked down at the puny and ill-intentioned form in my hand, thought hard about the waste of a triplicate form, and ripped it in half.

“And why didn’t you say something as you left?”

“You were in the middle of a sentence, I didn’t want to interrupt.”

It was years later that I encountered Lawrence Kohlberg’s theory of moral development. Kohlberg worked from Jean Piaget’s framework suggesting that a child develops cognitively in a predictable pattern. Piaget demonstrated that a child moved from a concrete operational stage to a formal operational stage. In this last stage, a person can understand abstract concepts such as morality and virtue.

Piaget's Stages of Cognitive Development
Piaget’s Stages of Cognitive Development

Kohlberg researched how morality progressed in individuals, and found that there was a similar, predictable progression. Kohlberg described the stages as demonstrated in the chart below, along a continuum. These are most simply described by the primary motivation that prompts the individual to act.

Kohlberg's Chart of Moral Development could be displayed in your classroom.
Kohlberg’s Chart of Moral Development could be displayed in your classroom.

The first two levels, which together he called “pre-conventional” to suggest they happen before adolescence, were acting to avoid a consequence, and acting to get a fair deal for yourself.  In the “conventional” stages, a person would be seen to act to gain someone’s approval or to act in strict accordance with societal (or classroom) rules. Finally, in the “post-conventional” stages, one might act out of respect for moral rules or to act from an internalized code of what is right or wrong.

One implication of these stages is to suggest that a person might be guided by the conventional goal of pleasing others, and in doing so might break a moral law, blind as he is to the other motives of his behavior. Calling these “stages” suggests that they happen in a particular order over time, with a person eventually arriving at the highest level. However, it is not simply a function of age. A child can’t necessarily move up the ladder simply with the passage of time.

Unfortunately.

Instead, we are called to guide and push each other through these stages of development. At school, we have a particular responsibility to assist students to progress toward the highest level.

Stop asking someone to “do me a favor and …” as a way of asking them to follow a rule.

We know our goal. In our society, where we value justice, truth, and independence, we want every person to be guided by post-conventional motives. A society full of people who do the right thing because of an internal belief in doing what is right is an unimaginable utopia.

So how do we push students up the ladder from one step to the next?

At Gamble, we have decided on several intentional actions to foster a sense of commitment to the higher motives:

Move past Level 1, Stages 1+2:

  • Stop providing punishments or threats of punishments to address every undesirable behavior. It is easy to reach for the Saturday School slip for every transgression. However, this does not promote a sense of the action’s impact on others, nor does it provide replacement behaviors.
  • Start using a wide range of responses to misbehavior, allowing for a written or verbal explanation of every misbehavior. Perspective matters, and it is important to take the child’s perspective into consideration. Then make sure that every incident results in re-teaching the desired behavior.
  • Start teaching the desired behavior in common situations: how lines form, how to react when someone drops something in the hallway, when you think someone is mad at you, when you disagree with a teacher’s decision, etc.
  • Stop using external rewards. No more stickers for homework completion. Hopefully you will never hear a staff member at Gamble bargaining with a student to get good grades for pizza, or to behave for lunch on Tuesday, or to come in from outside in return for a treat. It is relatively simple to end this practice in your own classroom. These reinforce the lowest levels of moral development. Just stop. [A note: in certain situations, a defined contract with clearly stated rewards and consequences, over a clearly-defined period of time, might be necessary to help a student form a framework for improved classroom behavior.]
  • Start emphasizing that doing the work, or having excellent attendance, is its own reward. The community is better because they are there, and we are thankful for their presence. Their hard work and contribution is important to the group.

Very publicly, wrote out a Saturday School form, with her name in all capital letters, with sharp angles visibly demonstrating the peaks of my frustration and valleys of my despair.

Move past Level 2, Stages 3+4,

  • Stop comparing one student’s behavior or grades to another student’s. This sort of norm referencing of behavior can serve to mask the true benefits of good behavior: when we all agree to a certain code of behavior, predictable good things happen. When we all agree not to litter, our grounds stay clean, for instance.
  • Stop saying someone is “good” or “bad.” Even when the person is not present. These terms are nebulous at best, and damaging at worst. This language suggests that whatever needs the student was trying to meet are not as important as the rule or norm they broke. In schools we have students who come from every imaginable set of home expectations. Labeling someone “bad” based on observed loud behavior in the hall is a tragic and damaging over-reach.
  • Start providing reinforcement for positive behavior, and correction of misbehavior, by pointing out the social benefits of the desirable behavior. Instead of saying, “You guys are being good,” say, “When you walk through the halls this quietly, the students who are working in other classrooms can keep concentrating.” At Gamble we use a technique called “Describe, Label, Praise” where, instead of saying “great job” we practice describing what was observed, give it a title, and then praise it. For instance, “I saw you stop and help someone pick up their papers in the hall, that is very considerate. I sure like going to a school with helpful student like you.”
  • Stop asking someone to “do me a favor and …” as a way of asking them to follow a rule. While this may be effective in the short term, ultimately we want students deciding to do what is right whether or not we are present to be pleased or displeased (or favored) by their actions.

Move into Level 3, Stages 5+6:

  • Start asking questions about moral issues and the value of individual rights and freedoms. Discuss important documents in history: Hammurabi’s Laws, the Constitution, various religious texts including passages from the Bible, the Quran, the Sutras, and the Talmud. Allow exploration of why societies developed these types of rules for themselves. Want to know more about how to do this? Read about how to do Socratic Seminar.
  • Start utilizing apologies and restitution as ways to address misbehavior. Though these are consequences of a sort, they are intended to prick the conscience and provide the opportunity to reflect and grow. Think of conscience as a muscle. To exercise it, though, the teacher must help create a situation in which they truly understand where and why they were wrong, and issue a sincere apology.
  • Stop allowing questionable behavior to go unchecked and unquestioned. Ask a child who threatens or jokes about immoral behavior to explain the comment, and reflect on who might be affected if they were to act on that thought.
  • Start being willing to rip up the Saturday School form when a student explains a legitimate reason for leaving your class in the middle of a lesson.

The process of moving students up through these stages is not in the Common Core, nor in the expectations of future employees. It is definitely not on the AIR or ACT tests, nor the State Report Card. However, there is no argument that these are the most important lessons we can impart to our students. Spending time in class engaged in these questions does not take away instructional time. Ultimately it is an investment in the moral growth of students. This is an investment that you will realize pays great dividends over and over again.

I want to work in a school, and live in a world, where students feel empowered to step out of class to help someone without repercussions. Where those in authority can determine the right time to act, and where they have the right and the opportunity to take no action at all – to rip up the Saturday School slip.

What do you do in your classroom to encourage kindness, cooperation, and moral choices?

Hate PD? Try Voluntary Piloting.

-by Krista Taylor

Teacher professional development has a reputation for being notoriously poor.

voluntary piloting can't get enough

So often it is a top-down approach that is out of touch with the challenges of being in a classroom. But what if teachers took control of that and turned it on its head? What if teachers determined how they needed to grow and develop, and worked together to do so?

In 2013, during the after-graduation faculty celebration, my colleague, Josh, and I began discussing some of the concerns we had about our instruction. As the party wound down, and we began making our way to our cars to go home, we came to a powerful realization. Both of us had prioritized developing differentiation practices in our classrooms. Both of us were struggling with it. Both of us were frustrated with our perceived lack of progress. This discussion caused us to quite literally stop in our tracks. We spent the next hour standing on a street corner problem-solving how we could make the work easier and find greater success.

At Gamble, one of our long-time frustrations as a building has been how to support students to rise to the rigors of college preparatory, honors-level academics in an urban, public school where 70% of our students are eligible for the federal free lunch program. Like many urban, public schools, our students often come to us with below-grade level skills, poorly developed work habits, and a lack of academic buy-in. All too often, this combination of high expectations and low skills results in students with failing grades. How do we maintain high academic rigor for all students while also meeting students (especially our most-challenged ones) where they are? Is this not the crux of the conflict in most classrooms?

Although I teach 7th and 8th graders and Josh teaches 11th and 12th graders, we realized that we had both been working independently on finding solutions to this same struggle, and we extrapolated that there were likely others invested in the same work in other areas of our building.

We envisioned becoming a Montessori Secondary School where all learners are welcomed in classrooms, and where differentiation is so much a part of our instruction that it is no longer note-worthy to students. And classrooms where teachers are comfortable with meeting learners where they are and developing their skills, regardless of where that left them in proximity to standardized-test passage.

We had been unable to find a way to do this individually, but we thought we might be able to do it better with the support of each other and any other colleagues who might be interested in joining us.   We approached Jack (our principal) with the idea of launching a voluntary differentiation pilot program in our building, and, after hashing out some of the details, we were given permission to broach this topic with our faculty and to elicit support from the staff of CMStep (Cincinnati Montessori Secondary Teacher Education Program).

We began by issuing this open invitation.

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To enlarge, click image

Additionally, we personally invited those who we felt would be most receptive. For example, Josh directly approached the intervention specialist on his team with whom he regularly collaborated, and I requested that both members of my newly-formed team join me in working on this.

Some people asked if they could earn CEUs (Continuing Education Units) for their participation. We took this request back to Jack who readily agreed to arrange this. A few other details were hashed out – how we would re-initiate the conversation in the fall, when we would schedule the first meeting, and what that agenda would look like.

Thus, from what started as a casual, street-corner discussion, a pilot project was born.

So, that’s it, right? Open the door to collaboration, the masses will come running, definitive answers will be found, and all will be well with the world. Well, no, not exactly.

Our group of volunteers met at the start of the year to establish what we wanted to accomplish together. Originally there were ten of us, but after this first meeting, we were reduced to just seven through self-selection. Initially this small number of participants felt very disappointing – where were the hoards of teachers flocking together to improve their practice? That was definitely what I had envisioned. However, in hindsight, I am convinced that our small size was one of the most critical components of our success. Joining our pilot was purely voluntary, and this ensured that only people willing to commit to doing this work in a positive and forward-thinking way joined our group. Those who didn’t share our vision opted out. This meant that while we didn’t have the numbers that I had anticipated, we also didn’t have the uncommitted, disengaged participants that I had worried about.

There is a large body of evidence suggesting that the way to shift institutional practices is to begin with the people with whom you have immediate buy-in. From their success, you will sway most others. This premise is known as the Diffusion Innovation Model and was initially purported by Everett Rogers in 1962. A large body of research supports Rogers’ theory that the spreading of new products or ideas is based on four factors: the innovation itself, human capital, time, and communication. After initiation by the “innovators,” the concept readily spreads to “early adopters” who ultimately influence the “early majority.” It is not necessary to address resistors, or the “late majority and laggards”, until there is a ground-swell of people on board who can carry them along.

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Left to Right: Innovators, Early Adopters, Early Majority, Late Majority, Laggards

Because our group was made up of volunteers who chose to work together in this way (our innovators and early adopters), we were free to develop into whatever it was that we believed would work for us. Although we were all teachers in the same building, we didn’t all work closely with one another on a regular basis. Our group represented a variety of grade levels and departments in our building – 7th and 8th grade, 11th and 12th grade, social studies, language arts, math, science, special education, and music. As a result, it was important that we developed clear expectations of our work together. The parameters that we established at our initial meeting were:

  • we would meet once a month
  • we would honor each other’s time by keeping meetings as close to an hour in length as possible
  • we would value our time together by committing to attend meetings
  • our focus would be on classroom differentiation as a means of growing all learners
  • we would conduct focused, non-evaluative observations of each other to improve our practice – we called these “Friendly Feedback Observations.”

In the beginning, we shared our successes and our challenges. We quickly discovered that we were already doing a lot. Just stating differentiation as an intention at our initial meeting in September had motivated each of us to work toward furthering our practice in this area. Some of our reported successes were small in-roads: providing read-aloud options on a more consistent basis, using a wider variety of instructional groupings, or allowing students with prior piano experience to branch out into guitar exploration during music class. And some of our successes were quite significant: providing weekly checklists/work plans that were uniquely targeted to students’ needs, or individualizing assessments such that each student received different questions on a physics test. But we had our share of noteworthy challenges too, and we still had a long way to go to develop what we wanted to see in our classrooms.

We noted that our challenges clustered into four areas: differentiation of assessments, differentiation of assignments, differentiation of instruction, and differentiation of expectations. By looking at it this way, we quickly realized that we were putting the cart before the horse by starting with the products (the assessments and assignments) rather than the students (the expectations).

Through our conversations, we also recognized that we were all struggling with feeling comfortable with meeting students where they were and moving them forward along a continuum, even if they didn’t ultimately reach the grade-level outcome. For all our nose-thumbing, anti-testing bravado, we felt pretty nervous about championing the idea that not all students learn the same thing at the same time and reach the same place, and somewhat blindly trusting that this wouldn’t have terrible repercussions on our standardized test scores.

It was critical to have each other to bounce ideas off of and to ensure that we were maintaining appropriate expectations coupled with appropriate supports for all of our students. Together we were able to do what none of us had been able to satisfactorily do alone. We noted gains – even incremental ones – we dug deep into what best practice could look like, and collectively, we had more courage to take risks.

And while each month, we celebrated our successes; we also took a hard look at our challenges. Halfway through that first year, we remained dissatisfied by the number of students earning failing grades. How could this be? We had worked so hard! How could all of our efforts still have not been enough to support students? Josh and Matt had further developed their co-teaching model providing additional interventions to struggling learners. Beau was regularly differentiating assignments into three levels to support all students in accessing the general education curriculum. Kim was creating five different student checklists every week in order to allow for individually targeted assignments. Steve had spent hours developing a differentiated science unit. How were our students still falling short of our expectations? What were appropriate expectations? How would we know when we reached them?

Fortunately, Barb Scholtz, CMStep Practicum Director, was supporting and challenging us in our reflective practice. When this concern came up, she simply looked at us, and with this simple question, re-committed us to our mission. She asked, “Well, are they learning?” When we answered with a confident, “Yes,” her response was, “Then, how can they be failing?”

It sounds simple, right? If they are learning, if they are progressing, then that’s all we can ask of them, right? But what about standards-based grading? What about content mastery? What about pre-requisite skills?

Nothing in education is simple. We know about Vygotsky’s Zone of Proximal Development which notes that learning occurs just beyond the level of what students can do independently.

voluntary piloting zpd

We know about isolating the difficulty, or focusing on a new skill without adding in additional complexities.

And, perhaps, most importantly, we know our students. We know, as professionals, and as people who interact with them every day, what we can expect from them and how far we can push them. So, yes, if they are learning, they can’t possibly be failing. But too many of them were. What were we doing wrong?

So, back to the drawing board we went to try to find answers to our many complex questions. How can we inspire students to show what they know? How do we instill a work ethic in our students? What about the wooly beast of homework? How are our students’ developmental needs and socio-economic status related to each of these issues?

We turned to research to guide us. We looked at best practices in grading policies, strategies to improve rates of homework completion, and use of student self-evaluation tools.

We also invited one another into our classrooms for what we deemed “Friendly Feedback Observations.” We asked each other, as trusted professionals, to observe specific concerns in our practice and to provide both critical and supportive feedback. This not only elicited targeted suggestions for improvement, it also allowed us to see what we were each doing really well, and what techniques we could borrow to improve our own instruction.

We adjusted and enhanced our teaching practices again and again. Each of us did that a little differently. Each of us discovered inroads. None of us got it exactly right. But all of us made progress.

What I know for sure is that because of the commitment I made by joining this group, I pushed myself harder. When we began, differentiation was something that happened sometimes in my classroom, and, as a result, it was something that was somewhat uncomfortable for my students. Today, the vast majority of assignments are differentiated, and students expect this and discuss it openly. Those conversations sound like this:

“Is this assignment differentiated?”

“Do I have the right level?”

“Can I try Developing, and if it’s too hard can I move down to Discovering?”

“Do you think I should do Adventuring today?”

“I’d like you to try the Enrichment level. I think it will be more interesting to you as long as you’re willing to put in the effort.”

Differentiation is fluid, frequent, and has become the norm for my students. There is no stigma of cleverly-titled tracking groups like “Bluebirds” and “Robins.” Rather, each day, each student works at his or her instructional level for that particular concept in that particular moment.

This shift took three years, and it wasn’t just my classroom that was profoundly impacted by the work of our pilot group. Each of the participants experienced significant changes in practice, and throughout the course of the past three years, we have continued to review the research, implement shifts, examine our own data, and repeat this cycle again and again.

Have we found all the answers? No, not yet. Probably, not ever. But that’s not really the point. Our work with differentiation has grown so much. Those of us in that original pilot group have achieved our original vision of classrooms where differentiation has become a norm. We now, of course, have bigger hopes and dreams for ourselves. Meanwhile, other members of our faculty have followed our lead, and differentiation strategies are being implemented at different levels throughout our building.

But more importantly, through our research and discussions, we are challenging each other, and through our implementation of things we’ve discussed, we are improving our practice. And, more than that, we are supporting each other and helping each other hold fast to the dream of inspiring our students and guiding them to develop into well-rounded and educated adults. Isn’t that why each of us entered this field in the first place? And, in this intense time in education, it is so easy to lose that focus. But, through collaboration with each other, we can hang on to this lofty ideal.

You can begin building this spirit of professional collaboration and growth in your building, too. Our group was dedicated to increasing differentiation practices, but any professional issue could serve as a focus for a similar discussion forum.

Here are what we’ve found to be the necessary components to making a program like this effective:

  • Grab the bull by the horns: whatever is the greatest challenge or frustration in your building or classroom, tackle that. Go ahead and look it in the eyes, and begin seeking solutions.
  • Begin by making it voluntary; there is no room for naysayers. Keep in mind that some people may need a personal invitation, but no begging. The people who decline your invitation are not ready to be part of the first-wave of your pilot.
  • Develop your objectives and procedures together. Focus on what you want from each other. What are your shared goals? How can you best support each other in achieving them? What limits and boundaries do people need to have respected? Along these same lines, any changes need to be approved by the group before being acted upon.
  • Hold structured meetings as a way to honor everyone’s time and energy. Avoid allowing this group to become a de facto lunch break or happy hour. Value the work to be done.
  • Resist the temptation to spend time complaining – while your group may not have a designated leader, you do need a facilitator who will lead the group toward the generation of solutions, and away from the slippery slope of negativity.
  • Brainstorm together – there’s no reason why people should be working on the same things in isolation. Do it together, and you’ll be more successful and more energized.
  • But don’t just brainstorm. Implement. Even if that means taking one baby step at a time. And, pick each other up when you fall. Because sometimes the ideas that sounded so great in theory, weren’t so great in reality. It’s easy to get discouraged, so be cheerleaders for each other.
  • Hold each other accountable for implementation. But remember, the goal is progress, not perfection. We used our Friendly Feedback Observations for this, but there are other ways.
  • Keep going. As you move forward, others will witness your success, and your influence will spread.

We have all been in those mandatory professional development workshops about which there are so many sarcastic memes.

voluntary piloting life and death

We’ve all rolled our eyes as yet another flash-in-the-pan initiative is rolled out with great pomp and circumstance.

voluntary piloting flash

We’ve all sat through umpteen meetings where concerning data is shared along with a plethora of quick-fix solutions, few of which seem realistic to implement in our classrooms.

voluntary pilot Oprah3

While these types of trainings are likely to continue, you need not allow them to dictate your professional growth. Think about what you want to work on in your classroom. Seek out like-minded educators in your building, and set aside time to work on this together. Dig deep. Find strategies that are feasible. Try them out. Reflect on what worked and what didn’t. And repeat this process.

This work leads to powerful, uplifting, and beneficial professional growth. All you have to do is decide what you want to work on, find others who want to work on that, too, and get started.

Good Books: The Talent Code

-by Jack M. Jose

Usain Bolt ignited: "People say I am a legend, but I am not. Not until I have defended my Olympic title. Then I will be a legend. That is what I have decided."
Usain Bolt ignited: “People say I am a legend, but I am not. Not until I have defended my Olympic title. Then I will be a legend. That is what I have decided.”

Usain Bolt. Katie Ledecky. Michael Phelps. The US Women’s Gymnastics team.  In this Olympic season we collectively pause to contemplate greatness and excellence as the world’s best athletes compete in carefully adjudicated sports, with times measured to hundredths of a second, and the title of “World’s Best” at stake. We examine Usain Bolt’s long, muscular frame and we could easily dismiss him as “born to run.” Michael Phelps’ extraordinarily long reach aids him as he propels himself through the water. Simone Biles’ compact build seems made for the floor routine. Are they born to it? What does it take to be elite?

10,000 hours.

In his book Outliers, Malcolm Gladwell outlined a common factor among leading innovators, athletes, and experts in a variety of fields – 10,000 hours of focused practice. This research reinforced and depended in no small amount on the work of Anders Ericsson, a brain scientist whose research suggested the same correlation between practice time and success.  While not simple, the number at least seems straightforward. Measurable. More like a goal than a mystery.

As educators, charged with aiding the most natural human process of learning, we turned this 10,000 number over in our heads. 10,000 minutes. How many hours was that? And in school days? Weeks? How exactly to get to this goal? 6 hours a day, 180 days a year. Well, simple: we could get there by the middle of 10th grade with every student … if we remained focused on only one subject. And so, to try and do this for every student, the work seems impossible. Frustratingly, Gladwell’s evidence is largely anecdotal. There are naysayers, like the author of this Business Insider article who claimed to “destroy” Gladwell’s 10,000 hour rule.

And there are other authors who, as with any innovative and popular idea, had been researching in the same field and explored the notion further. One of those authors is Daniel Coyle, whose book The Talent Code unpacks the notion of being born with certain talent. He concludes, in the subtitle of his book, “Greatness isn’t born. It’s grown. Here’s how.”

As with Gladwell’s book, Coyle’s uses prominent athletes along with somewhat lesser known musicians and other experts. And while he recognizes the importance of time in improving skills, he explores areas where not just one athlete or team, but instead many, have achieved excellence and prominence. These people do not have more time than others available to them. There is something powerful in how they use that time. Gladwell recognized that important detail in his book, that excellence is not something to be stumbled upon at the end of 10,000 hours of just any sort of practice, and wrote an article to dispel the idea. Instead, these authors understand that you have to be working on a skill at the edge of the student’s abilities. The area that Lev Vygotsky called the “zone of proximal development,” where our skills are being challenged and our work is improving in speed and accuracy. An area which, not coincidentally I believe, has all the characteristics of the conditions of “flow” as researched and explained by Mihaly Csikszentmihalyi.

Jeff Brokamp, Principal of Walnut Hills High School, by many measures the best public high school in Ohio and an annual member of the US News and World Report’s national best schools list, feels that this book has an important message for educators. “Every teacher should read this,” he told me. I replied that I think everyone who works with learners should read it. Subsequently, I have shared it with my coaches and recommended it to teachers who have asked how to improve their practice. Here is why I share it with those who are interested in getting the most out of their limited time with learners.

Coyle breaks the “talent code” by declaring it a process of 3 key parts. Helpfully, these are all controllable factors: deep practice, ignition, and master coaching. While the book seems targeted at coaching athletics, it has powerful implications for the academic classroom.

Deep Practice

In deep practice, the student enters a “highly targeted, error-focused process” of stopping and focusing on repairing small errors. Whether it is a clarinetist working – as if from a blueprint – on getting each note right in a challenging passage, or a pilot working on the skill of instrument-only flying in the “Blue Box”, deep practice focuses narrowly on a specific skill. A quick illustration of the concept comes from Brazil’s soccer team, where players – due to a lack of resources including soccer fields – practice in a highly confined space, using soccer balls that are smaller and heavier. In this way, the unintended consequence of insufficient resources is a mastery of the ball handling skills required to out-maneuver an opponent on the field. While much of the game of soccer is spread out on the open field, these pivotal moments of defender vs ball-handler really determine the outcome of the game by allowing a team to control possession and set up more shots and better shots on goal.

Deep Practice in the Classroom

In the academic classroom, a math teacher can emulate the deep practice model by breaking down a math process into its component parts. If a particular step slows down or confounds one or more or her students, the teacher can provide practice just on that step. Instead of having students run over the open fields portion of the questions, the parts they already have mastered, wasting precious classroom time, the teacher can isolate many examples of those particular steps. The student can enter deep practice by practicing, over and over, the specific skill they lack. This intense practice speeds growth and maximizes the little time we have.

This can also happen by using the concept of writing across the curriculum where every student is asked to write in response to every question in every class. This creates additional practice where some students would otherwise simply tune out or attend to something other than the question at hand.  In a typical classroom, a teacher covering a concept can pose a question to the group and have only a few hands go up. The response might be to call on one of those whose hands are up. A more skilled teacher might recognize that he has called on those students already and ask for additional volunteers. A master teacher will use the concept of cold-calling and writing to learn to ensure deep practice. Here’s how that works. For the key concepts in a lesson, instead of calling out a question to ultimately be answered by one student, the master teacher asks every student to write their response. This creates almost universal engagement with the question. If students then pair up and share those answers with each other, then offer their own or their partner’s response to the whole group, each child has twice engaged with the question and possible answers. When shown or guided to the correct answer by a skilled teacher, the student can refer to their written notes and their conversation – their deep practice. The work is rewarded with the right answer, and they have put themselves in a position to understand why it is right, or at least to remember it better. This process takes a little longer than the traditional call and singular response, but increasing participation from 1 to 28 students in the same period of time makes it far more efficient.

Ignition

“If people knew how hard I had to work to gain my mastery it would not seem so wonderful at all.” – Michelangelo

There are three steps to help someone move from merely understanding deep practice to helping it happen. Collectively Coyle calls these “ignition.” Some children arrive in the world with a “rage to master” a new skill or skills, according to the appropriately-named psychologist Ellen Winner. Perhaps all children arrive with it, and their environment either nurtures that or stifles it. However, creating the conditions for igniting learning is not a mystery. Through all the examples of individual passion and genius like that of world-record holder Katie Ledecky, Coyle sees evidence of three common steps available when ignition finally happens

  • Chunking and slowing it down – the best learners and masters of skills find ways to master small steps within the larger skill. In reading, we master the sounds of letters even as we are memorizing common words as a whole. Together these skills help us read for understanding and attack new words we have not seen. Again, with a musician as an example, rather than practicing the whole piece over and over again, chunking means breaking the work into parts, then focusing in on the areas that are difficult, and not wasting time with the parts already mastered. Additionally, the masters slow a skill down to understand its component parts. While they do this, myelin is still forming, and they are understanding the pieces and how they fit together. This way they can focus on eliminating errors, and understand the blueprint of the larger whole.
  • Repeating it – the deep practice model calls for a lot of targeted practice. Over and over again. You hear it from the greatest athletes, as well as researchers and artists. They are practicing their skills, researching their fields, over and over again. Typically about 10 years’ worth of practice is what it takes to become elite in the field.
  • Feeling it – Coyle is quick to point out that none of the actual masters in their fields with whom he spoke used the words “easy”, “natural”, or “genius” to describe what they had accomplished. Instead they described their practice using words like “alert”, “edge”, “focus”, “mistake” and “repeat.” In short, even in practice they were working toward a goal and feeling the effort closing the gap between where they were and where they wanted to be.

Ignition then happens when these parts are in place, and the artist, athlete, or academician sees themselves as engaging in a task to achieve a long-term goal. Perhaps they see someone in the field who they want to emulate, or they have a life goal of achievement in a certain area. A commonality among the champions is that they knew they wanted to be champions, and they knew that it would take a long time. And, most importantly, they identified with someone who had accomplished what they wanted. They knew they belonged at the top.

Greatness isn’t born. It’s grown. Here’s how.

Ignition in the classroom

Ignition then has clear implications in the classroom, closely tied with research by Carol Dweck in the area of Mindset. Students need to understand the work in front of them, be willing and able to engage in the work of targeted growth, and, importantly, see themselves as capable of being successful over time.

Additionally, students benefit from seeing how they belong to something bigger and more important than themselves. In the classroom, we can help students feel part of something bigger by telling the story of our classroom or school, and particularly of students who achieved lofty goals who emerged through these same classrooms and hallways. We can also build connections to professionals in the field through intersessions and other real-world experiences, and innovative projects such as Gamble Montessori’s Senior Project (to be featured here soon.) In this way, we can demystify success and expertise, and put it within range of every student.

Master Coaching

In the hotbeds of success explored by Coyle, he saw another common theme: a master coach. Coyle watched a master coach, Hans Jesson, walk two students through cello lessons. Coyle asked, after the lesson, which of the cellists were better. Coyle believed the first was much better and was surprised when Jensson struggled with the question. “It’s difficult to say. When I teach, I give everyone everything. What happens after that, who can know?” Basketball Coach John Wooden is the winningest coach in men’s college basketball history. When his coaching style was explored through scripting and breaking down every audible comment, his coaching was found to be lacking in overt inspiration, and instead was infused with practice. An article by two researchers even found that he had a particular sequence of events he used so often they dubbed it a “Wooden”: he showed the player the right way to do something, imitated the wrong way they had just done it, and then he showed them the right way again.

Master coaches have what Coyle calls a “matrix” – a vast understanding of the task and what is needed to accomplish it well. Also, they have a perceptiveness about the needs for each of the individuals with whom they work. Third, they possess what he calls a “probing, strategic impatience,” where they interrupt practice to strengthen specific things they see need work. Finally, they possess a “theatrical honesty” with which they point out mistakes almost as if each mistake was the end of the world, then transform that moment into a chance for new learning, which is equally theatrically praised.

Master Coaching in the Classroom

It is the work of the teacher to become a master coach in the classroom. Meet students where they are, through pre-assessments and close examination of work to determine their level, then using differentiation and targeted practice to help them continually work within their zone of proximal development. That is – they need to become experts not just in their area of teaching, but also at seeing where their students are currently, and how to move them forward.

A reading teacher might work with a student reading aloud, inviting them back to the word they just mispronounced, or even back to the start of the sentence to make sure they read it at a fast enough speed, or with sufficient fluency, to get meaning from it. One student might get assistance with pronunciation and decoding, while another might get assistance with sentence inflection.

Most importantly, a master teacher can forge a personal connection of trust and love with his students. This happens through hard work, masquerading as effortless “being there” for students. Thus, building relationships become the fundamental first step of learning.

You know we worked harder than you. (Author's paraphrase.)
You know we worked harder than you. (Author’s paraphrase.)

The Brain Science of Deep Practice and Master Coaching

Every signal the brain sends travels along a path of neurons. That path is coated and reinforced by a recently-understood substance called myelin. The more the pathway is used, the more it is reinforced. This is true for every skill and every action, whether the action is correct or not. This, of course, has implications for all of our actions. As a teacher, it has important implications for teaching and re-teaching as a primary tool to address not just classroom errors but disciplinary matters as well.

Deep practice of specialized, broken down skills develops myelin in important information and skills that will need to be recalled. In this way, practices in the classroom that create multiple chances to learn a skill, such as deep practice, will physically change the brain of the student. Practicing the correct skills correctly, can permanently improve students’ acquisition of the target skill and related skills. If we can expand to an entire classroom answering a question, this is 28 times the amount of growth we would get in a traditional classroom. If we can target the practice to a specific skill and cram 6 or 8 practices of the skill instead of 2 practices of the whole process, then this is growth at a factor of 3 to 4 times the traditional classroom. That’s a lot of myelin, laying the groundwork for a superhighway of correct skills.

Master coaching means, in short, understanding which pathways are not yet developed. Looking closely at student skills and addressing deficiencies promptly and accurately helps ensure that the right pathways are being formed. This is why it is important that we correct students’ grammar at every opportunity, and teach them to make eye contact and give a firm handshake at every greeting. This is also why at Gamble we use the Teach Like a Champion skill of No Opt Out, where a student who gets the answer wrong has a chance to hear the correct answer, then must give the correct answer verbally to the teacher. The right action reinforces the learning. We are creating powerful habits that sometimes are working to erase older powerful habits. The master coach does not pass up an opportunity to help rebuild it the correct way.

In a way, we are all called to be John Wooden in the classroom. However, the work has been demystified. In order to create superhighways of excellent practice, we need to utilize deep practice – chunk the work, practice it over and over, and help students understand when it is right. We need to help students see the value of their work and identify with those who use the work in a valuable way in our society. We need to build deep relationships of trust with students, and we need to provide them very specific interventions at the time when they need it. Most of us do most of this just about every day.

What area seems most natural for you? Which area will be the biggest struggle? We welcome your comments.

CMStep — Transformation of the Teacher

-by Krista Taylor

“The real preparation for education is the study of one’s self. The training of the teacher is something far more than the learning of ideas. It includes the training of character; it is a preparation of the spirit.”  –Maria Montessori, Absorbent Mind 

During each of the past three summers, I have spent several weeks working as an assistant teacher for CMStep (Cincinnati Montessori Secondary Teacher Education Program — a Secondary Montessori teacher training program.) My friends wonder why on Earth I would want to spend precious weeks of summer in this way. It’s a fair question. CMStep classes run from eight in the morning until six in the evening, and I usually bring several hours of work home with me each night as well. It requires intense effort, not much like summer at all.

But being involved with CMStep restores, reinvigorates, and re-inspires me like nothing else because I get to witness “the transformation of the teacher” — or what Montessori called, “preparation of the spirit” — on an incredibly personal and powerful level. It is a privilege and an honor to have the opportunity to watch this process unfold for the adult learners in the course. It is really quite magical.image

This summer, when I came home from my first day of helping with the Curriculum Development course, my husband, Blake, greeted me as he always does, “How was your day?”

My day had been fine, but I was deeply concerned about how I was going to support one of the students in my guide group (Each adult learner is provided with a CMStep “guide” or teacher, who provides individualized support. Some guides are, like me, assistant instructors who are in turn “guided” and supervised by full instructors.)

Elizabeth was in an incredibly challenging situation. She was hired to teach math and science at a private Montessori school that is in the first year of building an adolescent program, but she had just found out that due to enrollment issues, she would have to teach language arts and social studies as well. Since her program hadn’t had a middle school before, there weren’t any identified standards or curricula, nor did she really have any materials or pacing guidelines. And on top of that, she had just graduated with a Bachelor’s degree in Biology. She had no teacher training, no student teaching, no education coursework, and she was charged with essentially developing an entire adolescent program alone. And, oh, yeah, her school started in two weeks.

Blake is also a teacher (although not a Montessorian), so we regularly “talk shop.” On this day though, he had little to offer me. “Wow. That’s hard. I can’t even imagine. It’s a good thing she’s taking this class.”

“Yeah, I guess,” I replied, but I wasn’t convinced. I was remembering Elizabeth’s big eyes and the anxiety I heard in her voice as she talked about trying to tackle all that was in front of her. Quite honestly, I didn’t know how she was going to do it either.

It is not easy to become a credentialed Secondary I (grades 7-8) and Secondary II (grades 9-12) Montessori teacher. There are currently only two AMS (American Montessori Society) programs that offer these credentials – CMStep, and Houston Montessori Center. As a result, teachers come from all over to participate in this program.  While most come from various parts of the United States, we have had adult learners from Puerto Rico, Canada, and even Slovenia. It is a teacher training institution that is growing by leaps and bounds.

Marta Donahoe is the visionary behind CMStep and also the founder of Clark Montessori High School (the first public secondary Montessori school in the nation). She developed CMStep initially to serve as a training center for Clark teachers. The first CMStep cohort of teachers began coursework during the summer of 2004 with just eight full-time participants. This summer, cohort 12 had forty-two enrolled adult learners.

The CMStep credentialing process is spread out over three years. It includes two summers of coursework and a practicum phase that generally begins after the first summer. The practicum phase includes three classroom observations by CMStep staff, two long-weekend workshops called “intensives,” and a year-long research project.

I learned the hard way that these classes should not be confused with typical professional development. My first set of classes started a mere two days after my hire date at Gamble, and Jack asked me if I could make myself available to take the training. I wanted to make a good impression, and I figured a couple weeks spent at a hotel or convention center watching speakers with PowerPoints while being provided with coffee, doughnuts, and boxed lunches, couldn’t be too painful. So I quickly arranged childcare and signed up for the course.

My first clue that I was entering into something different was discovering upon enrollment that there was required pre-reading — two books and a stack of articles.image I had only two days to prepare; fortunately, I had already read one of the books. While the pre-reading was the first surprise, it was definitely not the last. CMStep is a far cry from traditional PD. It is, in fact, graduate level coursework compressed into one- and two-week timeframes. Not only was there pre-reading, there was also homework – lots of homework – and not a lecturer or PowerPoint in sight. And forget the doughnuts and boxed lunches – this was a different kind of training. CMStep work involves a tremendous amount of reading, deep self-reflection, academic planning, and community building.

Each course focuses on a different aspect of the expectations of a Secondary Montessori teacher. The classes are listed in order and briefly outlined here – see the CMStep website for more information

First Summer Courses

  • Montessori Philosophy — taught by Marta Donahoe and Katie Keller Wood, CMStep’s current co-directors, this course is a heavy reading course which submerses participants in the richness and depth of Montessori pedagogy and the needs of the adolescent.
  • Introduction to Curriculum – focuses on the 6-9 (grades 1-3) and 9-12 (grades 4-6) Montessori classrooms and materials, as these are the building blocks to an adolescent program
  • Erdkinder – Maria Montessori spoke of adolescents as Erdkinder (Earth’s Children), and she believed that they are best served through hands-on work in the natural world. The Erdkinder course is a 5 day overnight experience that models this type of experience. Participants delve deep into the concepts of stewardship and community building.
  • Curriculum Development – This is the first of the three “product-heavy” courses. In this two-week class, participants must craft the major components for a Montessori “cycle of study” – most commonly understood as a quarter’s worth of instructional content which is tied together by an over-arching theme.

Second Summer Courses

  • Pedagogy of Place – The first of the second summer courses focuses on the importance of well-constructed real-world experiences in the Montessori classroom. Adult learners participate in a neighborhood study (or “urban Erdkinder”) while simultaneously designing all parts of a comprehensive field study experience for their own students.
  • Structure and Organization – This final course asks participants to examine their “problems of practice,” and to develop 12 products, structures, or organizational systems that are rooted in Montessori philosophy, to help address these problems.

Two on-line courses, Montessori Overview and Mindfulness Fundamentals, are also required for credentialing.

Although I had no idea what I was getting myself into when I began my CMStep journey, I never once looked back, or found myself pining for the days of doughnuts, boxed lunches, and Powerpoints. This professional development was unbelievably challenging and fatiguing, but it was so much more powerful and so much more immediately useable than typical teacher trainings.image

I can quite honestly say that the CMStep program is the best educational coursework I have ever experienced, including both my undergraduate and graduate classes. It is powerful on a number of levels: the instructed content is of excellent quality, each course models the best practices of an adolescent classroom, the required work is based on real-classroom needs as determined by the individual adult learner, and the intensity of the work coupled with an intentional crafting of community results in the development of a profound connection among learners. All of this taken together is what leads toward transformation of the teacher. This is where the magic lies.

But magic doesn’t happen all at once. I met one-on-one with Elizabeth nearly daily during our two weeks together. She told me the same things each day: she was overwhelmed by the work — without an education background, she didn’t have any schema for how to tackle the tasks — and she had so much to do to get her classroom and curriculum ready that she was considering leaving the CMStep program and heading home. I tried to encourage her and give her the information she needed without overwhelming her further, but every evening after dismissal I worried about her. Despite her anxiety and my concerns, each morning, I would wake up to an inbox full of beautifully crafted work from her. When I commented on this, she simply said, “Yes, but I’m doing the easiest pieces first.”

One day, she sat down next to me and said, “I have to do the Lesson Plan assignments, and I don’t know what a lesson plan looks like; I’ve never seen one before.” We talked about requirements and formatting options. I wasn’t sure I had been clear enough, but the next morning I had an email titled, “My Very First Lesson Plan,” and it was lovely. We continued this way until just two days before the end of the course. Elizabeth’s demeanor was unchanged despite the incredible progress she had made in a week and a half. All she had left to complete was the project assignment and two weeks of student checklists. Admittedly, these are both huge tasks.

I knew why she found these pieces so intimidating. They were the parts she most desperately needed. Every time we spoke, she discussed her powerful need to know exactly what she would be doing with her students. These final components would make at least some of this concrete, and that is what would help her the most. Because of this, not knowing how to begin was extremely intimidating. She was just 48 hours from completing the first summer’s coursework, and she was still feeling so overwhelmed that quitting seemed like a viable option.

That night she sent me her completed project assignment – beautiful, as always. The next morning, I held my breath as I opened her checklist email. As I scrolled through page after page of student checklists that included well-constructed assignments differentiated by choice and by level for all four subject areas for two full weeks, my eyes filled with tears. She had done it! Not only had she finished all the required tasks for her CMStep coursework, she had given herself what she needed most – a clear step-by-step plan of what she was going to teach in her classroom during the first two weeks of school, and a structure that she could use to plan for the remainder of the year.

When she arrived at class that day, she looked like an entirely different person. Her eyes sparkled, and, for the first time, she was smiling. She had proven to herself that she could indeed do this, and she was nothing short of transformed. I should have known better than to worry so much. This happens every summer – we just have to remember to “Trust the Process,” it is designed to elicit transformation.

Elizabeth’s situation was notably unique; most of our adult learners are not facing so many challenges all at once, but the work is intense for each of them. This intensity is an important part of the transformation. I tell them that, as their guide, my job is to push them past their perceived limits. Certainly, this yields better work, but, beyond that, it shows them what they are capable of. Walking the line between supporting them in extending themselves and pushing them too far can be challenging.

As adults, we are not used to receiving critical feedback, and we are certainly rarely asked to re-do tasks. Both of these things are prevalent in CMStep, and this is a humbling experience.image I try to remember my own sensitivity about this when I was the adult learner, rather than the guide. (I, too, had to redo many assignments, and I, too, bristled in response.) Every summer, I learn a great deal from Barb Scholtz, one of my mentor teachers and CMStep’s Practicum Director. She reminds me to make gentle suggestions couched in phrases like, “Consider…” or “You may wish to . . .”  This careful feedback invites and counsels rather than demands, and it helps CMStep students push themselves to generate exemplary work.

Lee, a teacher at an established Montessori school in British Columbia, Canada is a phenomenal example of what happens in the pressure cooker of high expectations and gentle pushing. Like most, he struggled in the initial days with being asked to revise and redo his work, but by the second week, he had found his groove, and his work was phenomenal. Here is part of his reflection at the end of course: “At first, it was fairly evident that I felt overwhelmed. But then I quickly realized that my guide was truly there to help and support me, which lifted my spirits. Once I began to submit component work and receive feedback, I felt better and better with each passing day. The feedback was kind, illuminating, and constructive, but worded in a way that filled me with a sense of ease. This in turn increased my motivation to produce quality work, and to make the adaptations and edits.” THIS is CMStep – incredibly high expectations and workload coupled with nurturing support. And Lee’s process is what always happens with each adult learner. This is the transformative magic.

And what’s happening alongside, and in the background, of all of this work, is the cohesion of a group of Montessori teachers from around the country, and even the world, who are experiencing all of this together, and transforming together, and supporting each other together, and developing an incredibly powerful community together. When they leave CMStep and return to their school buildings, they will do these same things in their classrooms of adolescents.

Brandt Smith, another one of my mentors and a long-time CMStep instructor, said it best, “They may not remember ANY of the details, but do you know what every one of them knows? They know the taste of Community. Like a perfectly ripe peach or their first taste of ice cream, they KNOW the taste of Community! imageAnd from now on, everywhere they go, they’ll recognize the taste when it crops up. They’ll catch little whiffs of it, and they’ll follow their noses to try and find it! They may not recognize its absence, at least not right away. But when they start to interact with a group of people who support each other and care about each other – they’ll KNOW on a deep, personal level – they’ll recognize that taste and they choose to be a part of it because they know it’s a part of who they are. And they’ll rediscover their own gifts as they grow and contribute to that Community! THAT’S what they leave here with! And the World will be a better place because of that!”

And that’s the other part of the magic. The building of community that is created in CMStep is taken back to classrooms and to schools. This magic spreads from teachers to students, and slowly and over time, perhaps we can begin to change the world – one teacher, one classroom, one community at a time.

 

 

What’s Your Story?

-by Jack M. Jose

“A hundred years later, their spirit lives on,” claims the commercial for the Dodge Motor Company. In one action-packed minute we see a fast-paced parade of evolving Dodge cars engaged in a road race between the competitive Dodge brothers, “pushing each other like only a brother can.” We are left with a sense of striving to perform better, and go faster.

A Nike commercial aired during the 2016 Olympics shows transgender Olympic athlete Chris Mosier training over time. He gets asked multiple questions along the lines of “How did you know you would be strong enough to compete against men? How did you know that the team would accept you?” He responds to each, “I didn’t.” Finally he is asked, “Didn’t you ever want to give up?”

“Yeah, but I didn’t.”

Chris Mosier Nike Ad
Chris Mosier’s tenacity communicates a core value at Nike. “I didn’t quit.”

The commercials are thrilling, inspiring even. Stories are a powerful way to convey a feeling or a central tenet of a company, a brand, or even a school or community. Stories can evoke emotions and create a sense of familiarity and loyalty in a way that almost nothing else can. Stories promote achievement, action for a cause, and loyalty.

What is your institution’s story?

Who founded it? Why does it carry this name? What is important to you? What memorable people made their mark? Who do you hope to inspire?

And, most importantly, what qualities do you hope to instill in the people who work there and the people you serve?

We tell stories about our workplace all the time, but which stories are those? Unfortunately, all too often, we tell the stories of someone trying to skirt the rules to their own benefit, an act of vandalism, or thoughtlessness on the part of a co-worker. We tell “war stories” to demonstrate that we are seasoned veterans, and in part to help ourselves understand the truly unusual and confusing things that happen in our day. It makes sense on an individual level, but it raises important questions about the health of your institution.

If someone was listening to our stories, and had only our words to form their opinion, what would they think about our school? If those negative incidents are the only stories we tell, what does that reveal about us? What are our priorities? What are our values?

You see, you are already telling the story of your institution every day. So why not construct it the way you want it to be told?

At the start of each year at Gamble Montessori, we tell our story. In a nod to the key Montessori lessons, we call it the Gamble Great Lesson. You can see a short version of it, edited for the general public and to fit a predetermined theme, here. We got the idea to tell our story from Brian Cundiff, the Executive Vice President of Operations at LaRosa’s Pizzeria. We had approached him for advice on developing a system for training and supporting teachers who were new to the school. His advice formed a large part of our Teacher:Teacher mentoring program. But he started the meeting by telling us about his company’s founder, Cincinnati legend Buddy LaRosa. Buddy had one goal, Brian told us at the end, he wanted to make the customer smile. That way you knew you had made them happy.

As he explained the LaRosa’s training program to us, Brian kept returning to the story. The program starts with the story, and a related mission statement is posted in a prominent place at every store. Their customer service survey asks, “Did we make you smile?”

We knew we had to tell our story the same way. And we had to tell it repeatedly. LaRosa’s told the story over and over, in different formats. Companies brand theirs onto clothing, signs around the workplace, and advertising. Our friend Marta Donahoe, co-founder of our sister school Clark Montessori and CMStep (an international Montessori teacher training program), explained that the reason you tell a story like this over and over is because “you want them to feel it in their bones.” We understand what she means. The story should become part of who your employees are, and they should be able to embody the values of your institution.

Mentoring LaRosas

Our story is powerful. Not because I am an evocative writer, but because we tell stories of the strength and generosity of our students, and how we have humbly learned from them. It is not uncommon for teachers to cry when they hear it. (It’s not all that unusual for me to cry when I tell it.) Teachers have told me it helps them get through hard days, because they remember the bigger picture of what we are doing. Teachers from other schools approach to say how inspirational the story is, eager to return and tell their own. Our story has garnered a lot of attention in our field, and we have presented to groups how we created it. Krista and I have taught other educators how to tell their story.

The process of writing your story can be uncomfortable, but is not especially difficult.

You can do assignment #1 now, at your computer: Write about a time in your school or in your classroom when a child met or exceeded your expectations for being their best self. This could include an act of kindness, an act of social bravery, a moment of self-discovery a moment of learning, or something else.

Before you start (unless it’s too late, in which case you don’t need to hear this!): Be Brave. Be open to sharing and be open to revising your ideas until you get it right. Then find a friend, or a stranger, and share your stories with them. (We use shoulder partners in our presentation.) Watch their reactions. Ask them for their feedback. Or share them with a co-worker who knows the story. Often a person familiar with the details can tell you the part of the event that resonated with them, remember important details you left out, or point out the parts that you, the storyteller, tell with clear passion. Then tweak the story to emphasize these pieces.

You can do this now, if you have someone nearby, or keep reading and do it later.

You see, you are already telling the story of your institution every day. So why not construct it the way you want it to be told?

Starting from a story is a natural way to go about it, but you can also start from the traits you want to emphasize at your school and work backwards from there. Here is a list of possible traits to prompt your imagination:

 

Kindness Social bravery Leadership
Self-discovery Learning Changing perspective
Grace Courtesy Encouraging others
Patience Responsibility Loyalty
Forgiveness Honesty Compassion
Humility Perseverance Creativity

Of course there are others. You can find them in your school’s motto or vision and mission statements, or the core values if you have those.

Assignment #2: Working from those identified values, brainstorm stories involving your students and staff that show those traits. Then choose one and tell the long version with the extra details that help make it real. You are telling a true story, and you want them to inhabit the moment.

Some people find it easier to work in this direction, from the concepts to the stories rather than starting from the stories and identifying the values.

Gamble’s Great Lesson, which you can read here, features stories about students who exemplify grace and courtesy, who look out for each other, and who accomplished academic feats. It pays homage to the families and teachers who started the school, which is important to us. It shows how we can choose to see every event in a positive light, and that we value grit and inclusivity, and that we –time and again – rise to a challenge. Almost none of these virtues are named in the lesson. Instead they are revealed in the stories we choose to tell. This is the power of a well-chosen story – it conveys a notion far more powerfully than a vision statement or a list of core values.

Once you have assembled your stories, it makes sense to connect them with an overarching narrative or metaphor, and/or place them on a timeline. Our story does a bit of both, talking about the school as if it is a developing child, and using a timeline, which complements the idea of a child growing over time. This is a helpful structure for us, because we have been in existence a short time. I can imagine someone at an older school telling a story structured in sections based on the relevant virtue exhibited, with brief vignettes told rapidly to build a sense of the consistency of the virtues over time.

What qualities do you hope to instill in the people who work there and the people you serve?

When your Great Lesson is finished, and you have worked it out with one or more trusted editors, you must tell the story. You must set aside time, in a formal way, to sit the group down and tell them the story. This “real” telling of the story, as opposed to the video version linked in the opening paragraphs above, should include artifacts. These can be almost anything from professional pictures to trinkets from important events. Ours includes professional graduation pictures of a couple students we mention, a glamour shot of the school, a piece of spiritwear, and a grainy cell phone picture of the senior night basketball game in 2012. Yours is limited to what is easy to display as you tell the story. I sit on the floor in front of my staff, but yours doesn’t have to be. However, the telling must be formal. Tell it to your students. Tell it to your teammates. Tell it to the employees. Tell it to your advertisers. Just tell it. Regularly. We tell it at the start of each school year. Then improve it, add to it, extend it, but keep it the same at its core.

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In every institution there are stories we tell repeatedly. We have done this from the dawn of language. These span from Homeric tales of bravery told around a campfire, to slick advertisements aired during the Super Bowl. Our stories reveal the soul of the society and institutions that created them. The ones we tell over and over are the most important stories. Thursday afternoon I told it to our Teacher:Teacher Mentoring group. Tuesday before that I told it to my entire staff at our annual staff retreat. Sunday night before that I told it to a meeting of our mentors. After telling it to my staff, I invite my staff to tell it to our students.

Tell yours again and again, until your people can feel it in their bones. That is, tell it until everyone deeply understands the values it imparts; then keep telling it because it brings comfort and courage.

We would love to hear your Great Lesson. Send it to us. Do you want feedback on where to start? Just ask.

Gamble’s Mentoring Program: Teacher to Teacher

-by Krista Taylor

On the first day of school in a new building, I got called into the principal’s office.

I was mortified. This had never happened to me before in all of my years in the classroom – not as a student, and certainly not as a teacher. But on the first day of school in my first year of teaching at Gamble, Jack stopped into my classroom and said, “Ms. Taylor, can you please come see me before you leave today?” Whoa boy, nothing like getting the blood pumping just a little bit faster on an already anxiety-ridden first-day! With trepidation I went down to the office after dismissal. Jack’s first words to me were, “You came from a top-down school, didn’t you?”

“Ummmm . . . I’m not sure what you mean.”

“You came from a school where administration did the disciplining, right?”

“Yes.”

“Well, Gamble is a team-based school. You sent Denice down to the office today, but generally that kind of situation would be handled by the team.”

I left his office not much clearer than I had been when I entered. I now knew I shouldn’t have sent Denice there; however, I remained clueless about what I should have done when a student wasn’t following directions, walked out of the classroom, and refused to return when told to do so repeatedly. And I was also left wondering what exactly a “team-based school” was.

I seemed to keep embarrassing myself like this. For weeks, I didn’t know that I could enter the building directly from the back parking lot rather than walking all the way around. The first morning after someone kindly informed me of this, I found myself looking at the many unmarked doors at the back of the building trying to determine which was the one I needed. One of them was propped slightly open – surely that must be it. I confidently proceeded, and that was how I inadvertently walked directly into the boys’ locker room. Thankfully, no one was in there at that time. I rapidly retraced my steps praying that no one would see me.

About a month into the school year, the secretary stopped me and said, “You haven’t been signing in. You’re supposed to sign in every day.” Oops. Once again, no one had told me.

These were simple things that a building tour and a daily procedures explanation would have covered, but it was no one’s job to do this for me, and I simply didn’t think to ask.

So how do we help people who are new to our building acclimate to both the simple things – we have to sign in every day – and the more complicated ones – here’s how we handle discipline in our building? Not to mention the basics like which door to use!

My blunders led me to strongly advocate for a Teacher Mentoring program at Gamble. It wasn’t that the staff at Gamble wasn’t helpful – they were happy to answer any questions I had. It was just that I didn’t know what questions I needed to be asking, and there was no one explicitly tasked with showing me the ropes.

I wanted to create a mentoring process that would do three things.

  • provide guidance on the basic pieces of working in the building
  • assist with understanding the processes used for handling a variety of situations
  • include a deep sharing of the school culture.

Essentially, our mentoring program would cover all the layers of What We Do Here.  It would also provide a consistent person that a new employee could comfortably turn to who could patiently provide answers and guidance as often as necessary.

It took me awhile to convince Jack of the importance of creating something like this, and once I did, his first question was, “Well, how do we do that?”

“Ummmmm . . . I’m not really sure. New staff need to understand the basics, as well as all the things that happen during the year, but it also has to be more than that; they have to know who Screen Shot 2016-08-01 at 3.42.50 PMwe are – at our heart.”

Neither one of us was entirely certain how to put all that together into a workable structure.

Fortuitously, that summer, Jack was on jury duty, and one of his fellow jurors happened to be Brian Cundiff, Executive Vice President of Operations at LaRosa’s (a local pizza chain). Jack managed to get us a meeting with him to discuss their “Onboarding” process.

LaRosa’s makes pizza. We educate children. What could we possibly learn from them?

As it turns out, we learned a tremendous amount. LaRosa’s had developed a thoughtful process for ensuring that every employee understood what the company was about.

A number of statements stood out to me during that meeting.

  • The employer has a responsibility to grow team members
  • You need to train every person in your system in order to ensure maintenance of the culture you are trying to establish
  • The best teachers are your peers
  • In order to articulate what needs to be communicated about your culture, look back at your vision statement and be a storyteller

Their program included all three of the layers we had identified as important for teaching “What We Do Here.”

An overview of expectations and procedures is covered in their pre-orientation requirements – essentially a reading of the staff manual. LaRosa's101bFollowing the pre-orientation, instructions for how to handle a variety of situations are given during an in-person orientation session. But the most important thing that Mr. Cundiff shared with us was the importance they placed on sharing the Buddy LaRosa story, with every employee and every customer. This is the story that every new employee hears.

“As people traveled to Buddy’s original pizzeria to satisfy their hunger, sharing pizza, smiles and stories together he quickly saw that the more his guests smiled, the more often they came back. As his business grew, Buddy began to realize that the making smiles part was the most important work he did – LaRosa’s reason to exist. Reach Out and Make Smiles was born soon after as Buddy’s Service Philosophy.”

This philosophy is summarized and displayed on pizza paddles in every restaurant. It goes beyond pizza; it explains who they are, at their heart.Mentoring LaRosas

During the summer before the 2014-2015 school year, using what we had gleaned from LaRosa’s, and, adding some additional pieces to support the complexity of a teacher’s job, we set out to craft our Teacher to Teacher Mentoring Program at Gamble.

The most important component of our model is that teachers new to Gamble are paired with carefully-selected veteran teachers. This one-to-one pairing allows for a high-level of consistent support provided by a reliable and knowledgeable peer.

We put together a booklet (linked here) to serve as our overview of the basics. Most importantly, it includes a checklist of important things for mentors to cover with mentees before school even starts –among other things it includes:

  • A building tour
  • Where to sign in
  • How to use the copier
  • Where to find various supplies and materials
  • How the discipline policy works
  • An overview of emergency procedures

We also schedule periodic meetings throughout the year which cover a variety of topics such as:

  • An overview of Montessori philosophy
  • The requirements of our teacher evaluation system
  • Testing protocols
  • Professional development requirements
  • Monthly 1:1 check-ins to problem-solve concerns and provide encouragement and support

But all of these pieces – the before the school year overview, the monthly meetings, and the 1:1 check-ins – are all about the nitty-gritty of the who, what, when, where, why, and how questions that arise so frequently in a school building.

None of them touch on the bigger piece – the piece that explains who we really are as an institution, what the culture of our program is. What is our pizza paddle, our fundamental values, our whole point? How do we share our heart and soul with new staff?

LaRosa’s had taught us the importance of telling our story, but what was our story? We quickly realized that we didn’t have just one story, we had many. A re-telling of the stories that exemplified us at our best would convey our fundamental values – our heart and soul. Instead of a pizza paddle what we had discovered was our Montessori Great Lesson.

 The Gamble Great Lesson is a re-telling of the stories where we live into our values. As such, although every part is true, it holds a somewhat mythical status, and it serves as a foundation for our Mentoring program by defining the deepest parts of What We Do Here. It is the kind of thing that Marta Donahoe, founder of CMStep, and a mentor to both Jack and me, would say needs to be experienced again and again, so “they feel it in their bones.”

In light of this, we hold 2 Mentoring meetings before the school year even begins. One for mentors only, to define the role and describe expectations of the program, and one for both mentors and mentees, which serves as a get-to-know-you gathering. Jack tells our story, The Gamble Great Lesson, at both of these events.

And in what always simultaneously seems as short as the blink of an eye and as long as an epoch, we will be wrapping up our year of mentoring, and celebrating the end of the school year together. In my mind, each year is a success as long as no one got called into the principal’s office on the first day of school, or inexplicitly found themselves in a locker room! However, I hope that our mentoring program provides so much more. I hope that it provides our new teachers with an easier transition. I hope that it serves to powerfully share the remarkable place that our school is. But mostly, I hope it provides a friendly face and a safe forum in which to ask questions, share concerns, seek solutions, and feel assured that they are not alone. After all . . . it’s what we do here.

 

 

 

 

Good Books: The Checklist Manifesto

-by Jack M. Jose

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It always seemed to happen this way: The parents left the room at the end of the meeting, and walked down the hallway. We resumed our team meeting, addressing the next issue on the agenda. Someone would exclaim, “Rats! Forgot to ask them about the permission slip for the field trip!” And he or she would rush to the door, but the parents were gone.

Or maybe we had forgotten to explain a key upcoming homework assignment, or mention an important project deadline.

This was a chronic experience for each of the teacher teams I was on at Hughes Center. And it turns out that forgetting things is a problem for people in other professions too. I learned a simple and effective solution to this vexing problem in a book about making detailed lists, and following them in order: The Checklist Manifesto.

 

Atul Gawande, a renowned surgeon and author, starts The Checklist Manifesto by differentiating between errors made in the face of great complexity (because we do not know enough), and errors made by ineptitude (because we fail to access or use what we do know). Speaking from his profession as a surgeon, great complexity is a reality of his daily work. We encounter similar complexity as educators – what is the necessary preparation to help a student understand or create an appropriate metaphor, or to know when to solve a problem using the quadratic formula? These are complex, but knowable. As professionals in a particular discipline, we should be expected to have a grasp of the solutions to these intellectual progressions. This is where our expertise is absolutely necessary and irreducible. Checklists cannot necessarily help with this.  Errors of ineptitude or oversight, however, are the kinds of errors that checklists are designed to eliminate. Procedures need to happen in a certain order, and doing them that way creates better outcomes.

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picked up a newer version of The Checklist Manifesto at a book store last year, and saw that it had a new introduction. Though I had read the book years before, I was immediately drawn into the narrative, demonstrating how a checklist was instrumental in helping to safely (and famously) crash land a plane into the Potomac River. More on that later, as I talk more about the book that helped me see the world of my work completely differently. Principals and teachers inhabit a world of tremendous complexity. There are layers of expectations placed on their students, dozens of types of assessments, and countless instructional tools and techniques at their disposal to help their students master the skills necessary for promotion. Within this complexity, there are some processes that repeat somewhat endlessly into the future, processes contained within a single class period, a day, a week, a quarter, a semester and even a year. There are right ways to do many of these regular processes. Checklists are, in this complex environment, a remarkably simple way to make sure we are doing the important things right.

 

Checklists to help with routine events

In 2012, as part of training for principals in Cincinnati Public Schools, a member of the Board of Cincinnati Children’s Hospital spoke about the mistakes made by doctors at the hospital. They had a patient mortality rate of 4.6% in 2001, which had been a very slight improvement on the year before.  This placed them above the middle of the pack for similar hospitals, and had been a point of some pride for earlier leadership. However, they had become dissatisfied with being in the middle of the pack relative to the percentage of children dying in their care. Each number was a tragedy, and there was no excuse for not taking effective measures to prevent them. The Board at Children’s was especially concerned to note that many of these deaths were, in their estimation, preventable. Doctors administering incorrect medicines or doses, doctors and nurses making mistakes that resulted in infections, such as pneumonia acquired while on a ventilator. They instituted a series of reforms which included checklists. At the end of 2011, their mortality rate had been cut dramatically[1].

Gwande provides as an example a different institution, Johns Hopkins hospital, where checklists were instituted for a specific common ventilator procedure. In addition to a clear set of steps posted where all could see them, nurses were given the unusual authority to stop the procedure if a step was missed. Prior to the implementation of the checklist, secondary infections had been the leading cause of complications and deaths at one of the world’s most prestigious medical facilities. This simple addition nearly eliminated those infections.

Checklists are, in this complex environment, a remarkably simple way to make sure we are doing the important things right.

So checklists can help eliminate mistakes as we repeatedly complete important procedures. An example of an academic use for routines is the weekly checklist in the structured classroom. In a typical classroom, a child might receive one or two assignments each day, with varying due dates. Assignments may even be dispensed one at a time. However, a checklist is an important tool in helping a child develop skills related to managing time and work. The Montessori weekly checklist enumerates planned lessons and activities, such as regular reading time for students to encounter challenging and engaging material, teacher-led mini-lessons to provide new content, and shelfwork to help each student develop existing skills. The checklist format aids the student in utilizing her time wisely to complete the necessary work. Powerfully, the checklist in this case serves the “patient” and the “doctor” equally, as utilizing the format from week to week ensures that the necessary modes of instruction are regularly used, instead of a teacher falling back on a favorite or comfortable routine or lesson format.

 

 

Checklists to help with infrequent events

The popular rock band Van Halen’s live performances included massive amplifiers, fireworks, lights, and electric and audio cables spread across entire stadiums. Their shows were memorable, but their demands as a band were legendary and one was individually ridiculous: they demanded M&Ms at every show, with all the brown ones picked out. Their manager explained to Dr. Gawande that it was not because they were pampered celebrities with an aversion to brown candies. Instead, their demanding checklist was created to make sure that the performers and fans were safe on stage every night. There was a lot that could go wrong, especially as the lead singer was hoisted in a harness for a spectacular entry, and fans stood near scaffolding holding massive audio equipment – and did I mention fireworks, water, and electricity? The tour double-checked everything the day they arrived; if there were brown M&Ms in the bowl, they would know that the venue did not pay attention to the details. It was not a frivolous demand; it was a fail-safe to ensure that no one’s safety was at risk.

So checklists can help make sure that an infrequent or even one-time event, such as a Van Halen show in your local arena, happens flawlessly.

I explained earlier that Gawande said checklists could help with errors of ineptitude or oversight, where someone makes a mistake in carrying out a familiar procedure. This is the team meeting problem. We would enter a conversation with a specific objective, and the intention to cover one or two items in particular, such as poor grades, or a particular disciplinary incident. The conversation would address the big issue, and the parent might bring up new and important information. We would wander off-task, fully engaged in the new direction of the conversation. These can be contentious meetings, full of hurt feelings and embarrassment for students and adults alike. It is understandable that everyone involved might forget other, less significant topics momentarily. Perhaps we missed a signature on a permission slip for an upcoming trip, or we failed to make sure the family could access the online gradebook.

Inspired by this book, and motivated by our repeated experience, we created a team meeting checklist. We made a simple list on the bottom of the page, charting the things we might need to cover in a conference. We used our old meeting form with this small addition and we found that we forgot less, and accomplished more, than we had before just by assigning one person to run through the checklist at the end of the meeting, to ensure we hit each topic.

This checklisted sequence of questions works to prevent anger and withdrawal just like a correct sequence of events in a hospital helps to prevent infection.

Okay, so maybe conferences are not life-and-death situations on the surface. And they definitely are not rock-n-roll concerts. However, they can be important moments in a child’s education, and key pivot points in the relationship between a family and the school. Getting things right in the conference – covering the important issues fully, addressing critical needs, and valuing the family’s time – is an important part of building trust and making sure that the student’s needs are met. There are a finite number of things that can potentially be covered in a conference, which have a seemingly infinite number of permutations. A checklist like the one here is an investment in the golden triangle – the relationship between the student, teacher, and parent.

 

Checklists to help in moments of conflict or crisis

Pilot Chesley “Sully” Sullenberger will be the first to tell you that he finds it odd to be famous as a pilot because he crashed a plane. As his passenger jet lifted off from LaGuardia airport in 2009, it struck a flock of geese, causing damage to both jet engines. There could have been dozens of causes. The airline industry, which has an understandable focus on safety, has used checklists for years, and they had one for just this situation. Sully and his copilot were able to speed twice through this troubleshooting checklist before deciding they needed to look for the safest possible place to land a plane in Manhattan. He chose the Hudson River, and there were – famously – no deaths. He attributes his clear thinking to his familiarity with the checklist. The process for eliminating all possible causes reduced his panic and allowed him the time to find the best place to crash land.

Checklists can not only be used to make sure that the necessary steps all happen in a moment of high tension or anxiety, they can also work to make sure that steps happen in the correct order. At Gamble Montessori high school, we realized that when students returned from suspension, that they felt dislocated from the school – out of touch with what they had missed in class, and still feeling as if their teachers distrusted or disliked them because of the incident. So we instituted a return conference checklist, which we explain in more detail in our post Welcome Back. We had learned from experience that these steps had to happen in a certain order. Too often, these conferences after an incident immediately start with a description from someone at the school of what happened. The student often would react one of two ways: they would either dispute the details of what was being said, or they would sit in silence and mentally remove themselves from the conference. We know that a student in this mindset will not be a partner in problem-solving for the future. So we turned the old, ineffective conference model on its head. Our checklist starts with a non-negotiable step where every adult at the table offers a strength that they see in the child. Only later in the conference is there a brief description of the incident followed not with accusations and a re-hashing of the event, but with everyone involved being asked to partner in helping the student be successful moving forward.

This checklisted sequence of questions works to prevent anger and withdrawal just like a correct sequence of events in a hospital helps to prevent infection. The student, having been welcomed back with a shared awareness and acknowledgement of his strengths, gets to become a partner in problem-solving how to help himself be successful moving forward. The intentional sequence of events works to help students return to school ready to learn.

Ordered checklists, simple lists of routines and important processes, are tremendously useful in many professional situations, including education. Whether in routine events, infrequent occurrences, or moments of conflict, having a list of the correct sequence of steps to try can help make sure we reach the best possible outcome for all involved.

Perhaps there are processes for which you already use effective checklists, or there are processes at your school that need to be “checklisted.”

We would love to hear your ideas in the comments below.

[1] “Newsroom.” Cincinnati Children’s Earns National Award for Patient Safety. Jim Feuer, n.d. Web. 30 July 2016.