What is this “Montessori Thing” and Secondary Montessori

-by Krista Taylor

*This post was originally published as two separate posts in January of 2016.  Because both posts address the origins and philosophy of Montessori practice, we wanted to republish them together.

 Anyone connected to education today has heard the following espoused as best practices:

  • Project-Based Learning
  • Differentiated Instruction
  • Social-Emotional Learning
  • Use of Manipulatives and Hands-On Activities
  • Real-World Experiences
  • Rigor
  • High Expectations

These are cutting-age, modern instructional practices, right?

Wrong.

Maria Montessori first began developing and implementing these techniques in the early 20th century.Maria Montessori

She was a visionary, a pioneer, and a barrier breaker. It is only now, as much of her methodology is being embraced as research-proven practice in traditional, non-Montessori classrooms, that her brilliance is being fully revealed.

Breaking Barriers

Maria Montessori defied convention from the very beginning. She was born in Italy in 1870 during a time when women’s roles were restricted. Despite the discouragement of her father, she dreamed of becoming a doctor.

Initially denied acceptance to medical school, she was eventually allowed to enroll; obtaining admission, however, was only the first of the challenges she would face. She endured hostility and harassment from some of her classmates and professors. Additionally, because it was considered untoward for women and men to be in the presence of a naked body together, in order to do the requisite cadaver dissections, she was required to work alone and at night. Despite this adversity, she graduated from medical school in 1896 and became one of Italy’s first female physicians.

Pioneering

Her early practice involved working with children with disabilities, and it was this work that ultimately drew her to education. She was a keen observer and data collector. She deduced that children are innately drawn to learning and discovery. From this, she began developing manipulatives to support student learning. Anyone who has had the privilege of witnessing division of fractions using the skittles, or multiplication of polynomials using the binomial or trinomial cube (a material that is first introduced to three year olds) understands the magic that transpires when the “what we do” of mathematic algorithms becomes supported by the “why we do it” that comes with concrete comprehension. I have seen many adults become wide-eyed when the “flip the second fraction and multiply” rule for fraction division becomes clear once demonstrated using Montessori materials, or the complex algebraic concepts built into the binomial cube and trinomial cube is revealed.  One of the most quintessential Montessori materials is the moveable alphabet, which allows very young children to successfully tackle the complex tasks of reading and writing, and to find pride and joy in doing so.

Visionary

In 1906, Montessori was invited to oversee a school for children from low-income families in Rome’s inner city. It was here that she determined that her educational methods were equally effective for children without disabilities. From this work, the Montessori Method was established. This, however, was only the beginning. As noted at the beginning of this article, many of the “newest” educational practices have roots in Montessori’s model. While Montessori education is far too complex of a subject to fully describe here, there are five fundamental components, which capture much of the philosophy. These were revolutionary ideas when Montessori first introduced them; today they are standard practice in most well run classrooms – traditional and Montessori, alike.

Beauty and Atmosphere

  • Natural or soft lighting
  • Conscientious use of color
  • Well-organized/not cluttered
  • Inclusion of plants and/or animals
  • Well-maintained materials and furnishings
  • Decorated spaces that do not create distractions
  • Variety of work spaces: tables, individual desks, floor, counters, etc.
  • Student supplies readily accessible

Structure and Order

  • Checklists/Work Plans
  • Clear expectations for academics and behavior
  • Directly communicated and reinforced routines and procedures
  • Structured assignments which provide models, rubrics, guidelines, and control for error

Freedom with Responsibility

  • Choice in assignments related to level of difficulty and/or method of presentation
  • Development of self-monitoring through use of controls,checklists,planners, etc.
  • Student-led conferences
  • Classroom jobs
  • Morning meeting roles

Reality and Nature

Grace and Courtesy

  • Classroom jobs
  • Responsibility for public space clean-up
  • Classroom Meetings which include Greetings and Acknowledgments
  • Character Strength Development (normalization and valorization)

Many of today’s best practice innovations aren’t innovations at all. The Montessori Method has been educating children this way for 100 years.

While Montessori elementary education has a long-history, Montessori secondary education has a remarkably short one.

The secondary Montessori movement was essentially begun in the mid 1990s with the formation of Clark Montessori School  (Cincinnati, OH) and The Hershey Farm School Adolescent Program. (Huntsburg, OH) Today there are an estimated 400 Montessori adolescent programs worldwide – this is miniscule in proportion to a total of more than 20,000 Montessori programs overall. Currently there are only three American Montessori Society affiliated secondary Montessori training programs for teachers – Cincinnati Montessori Secondary Teacher Education Program, through which both Jack and I earned our credential, Houston Montessori Center, which is based in Houston, Texas, and Instituto Nueva Escuela in Puerto Rico.

It is exciting to be a part of something that remains in the process of self-creation. While secondary Montessori education was something that Maria Montessori envisioned, she did not develop a secondary program, herself, instead leaving it to future generations to do so.

Those of us working in Montessori secondary programs today are that future generation of whom Montessori spoke. Turning her philosophy into comprehensive practice is our “big work.”

Montessori identified four distinct planes of development: birth to age 6, ages 6 to 12, ages 12 to 18, and ages 18-24. Her work initially focused on the first two planes; however, during the 1920s, she began studying the needs of the adolescent. Her philosophy on the educational needs of children in this third plane of development can be found in her book, From Childhood to Adolescence, which was first published in 1948. In that text, she writes:

“The need that is so keenly felt for a reform of secondary schools concerns not only an educational, but also a human and social problem. Schools, as they are today, are adapted neither to the needs of adolescents nor to the times in which we live. Society has not only developed into a state of utmost complication and extreme contrasts, but it has now come to a crisis in which the peace of the world and civilization itself are threatened. More than to anything else it is due to the fact that the development of man himself has not kept pace with that of his external environment.”

It is almost eerie how resonant her words remain today.

Montessori had a vision for a more developmentally appropriate model of learning; she referred to adolescents as “Erdkinder,” or “Earth’s children” because she believed that they were best served by working outside the classroom in a farm-like natural environment. While this is unrealistic in light of the many requirements of modern education, the pioneers in the secondary Montessori movement have used this philosophy as a foundation, and have outlined curricula for effective Montessori programs that also align with state and district academic requirements. The fundamental elements are outlined below. Many of these overlap with what would be expected in any Montessori classroom, while others are specific to a secondary program.

Establishment of a peaceful community

  • daily student-led community meetings
  • fostering a sense of belonging through communal learning and collaborative work
  • multi-age groupings in classrooms
  • modeling and instruction in grace and courtesy

Emphasis on the Nobility of Work

  • implementation of over-arching developmental themes
  • cross-curricular integration
  • differentiation and choice of work
  • uninterrupted work periods
  • seminar discussions which explore big themes, differences in perspectives, and complex issues of our time
  • student-led conferences
  • intentional fostering of executive functioning tasks: time management, organization, decision making, self-reflection, and goal setting

Connections to Cosmic Education

In this model, the teacher serves as a guide to the community of learners. She supports the valorization (growth of positive qualities) of the adolescent, demonstrates wisdom, caring, and thoughtfulness, fosters cooperation and collaboration, and is responsive to the many needs of her students.

Secondary Montessori education is a burgeoning practice. One that by many accounts was initiated a mere 25 years ago, but which is rapidly gaining momentum. It is the type of instruction that so many of us have been seeking – teachers, students, and families alike.  Our forthcoming book will describe this in much further detail; perhaps you are waiting with bated breath for its publication!

 

 

Commencement – A Celebration of the Individual

-by Jack M. Jose

Originally published May 16, 2016. Updated June 2, 2017.

Graduation 1
In community, preparing for commencement.

It is commencement season, and our Facebook feeds and conversations with friends are filled with celebrations: hard-won degrees earned, and lifelong goals met. It is a joyous time of year.

Every commencement is special, but some years and in some locations, there is magic. In 2014 Gamble Montessori senior Michael Tucker reached a personal milestone as he crossed the stage and received his diploma. Michael was not just graduating from high school. He was confined to a wheelchair due to muscular dystrophy – or at least he had been. Though this was his situation during his entire time at Gamble, he had expressed to his teacher and mother that he wanted to walk across the stage at graduation. For more than a year, he regularly left school twice a week to get physical therapy that was at times painful for him, but he had a goal. He had knee surgery to extend his tendons so he could stand upright enough to walk, and he engaged in extensive recovery therapy. He even started walking to different places around the classroom, practicing the commencement walk tirelessly.

On commencement day, we had a lift available to get him on and off the stage. This was a precaution, in case fatigue or the excitement got in the way of his plans. At our rehearsal he stumbled a bit, but assured us through sign language and his determined look that he would be fine for the big event. That afternoon, when his name was called, he started confidently across the stage … and did exactly what he said he would, walking independently toward me to get his diploma. Michael’s mother reported that, behind her, another woman exclaimed loudly, “It’s a miracle!” Certainly it was. We were crying at the celebration of a goal visibly achieved through hard work and pain over an extended time. It was better than a miracle: it was a hard-won victory.

This celebration of personal and individual triumph is, of course, why we were crying and applauding for every child. For each graduate, the obstacles are very real, if not as dramatic or as visible.

Even in a ceremony lacking a miracle, commencement should be a required event on the teacher calendar. There is no more powerful reminder of the importance of a teacher’s work, and the value of our time spent in conversations with students about quality of work and matters of integrity and timeliness. I remind my students that this particular ceremony is an important gateway into society. Their diplomas, already earned, wield the real power to their post-secondary future. The ceremony, however, remains an emotional symbolic transition into adulthood.

Seated students Commencement 2017

The photos and stories in our Facebook feed reveal that, over time, every school develops its own traditions and ways of taking care of the important business of sending students out into the world. Some have mechanical, no-nonsense commencement ceremonies, appropriate especially for schools with large graduating classes, while others have developed odd traditions, like the Smith College Diploma Circle, where students are handed someone else’s diploma and seek their own in a method described here: http://www.smith.edu/events/commencement_traditions.php . Almost all feature a speech by a student in the class, a dignitary or two, and representatives of the Board that oversees the school. Many feature music by the school’s choir, band, or orchestra, perhaps performing the processional and/or recessional.

In the spring of 2010, Gamble Montessori, in just our fifth year of formal existence, celebrated our first commencement, and faced a bit of a challenge. The Board of Education provided an outline of required events in a certain sequence (pledge of allegiance, conferring of diplomas, etc.) but these were not a graduation ceremony in themselves. There was no personality there, no recognition of what made us unique. So we turned to ourselves –a graduation committee consisting of teachers, paraprofessionals, parents, students and myself – to create an event worthy of our students.

Even in a ceremony lacking a miracle, commencement should be a required event on the teacher calendar.

For our first commencement, Janice Dale, a paraprofessional who had worked with our students for years, and who our students intermittently addressed as Mrs. Dale and “Grandma,” offered a bold proposal: in addition to focusing on the achievements and development of the individuals, we would have a series of 3 commencements that would served to place Gamble appropriately in the timeline of public Montessori schools. Our school was the 7th public Montessori school in the Cincinnati Public Schools system, and the second high school. There is no public Montessori system like it anywhere in the world, but we often took it for granted. She wanted to give our faculty, students, and families a remarkable gift. She suggested we should honor those who made our school possible, in order to remind ourselves how we were special. More importantly, with Mrs. Dale’s help, we made sure that our commencement was a space for our students to celebrate their individual talents, whether it was reciting poetry, dancing, or singing.

[Author’s note: We followed her plan. Our first 3 years we honored: the beginnings of Montessori in Cincinnati including those who worked to create the first public Montessori elementary schools here, then the more recent past including those who broadened the number of Montessori elementary openings in Cincinnati, and finally we recognized those individuals who were directly responsible for the creation of Gamble Montessori 12 years after the opening of the first public Montessori high school, Clark Montessori.]

Commencement is best when the focus is a celebration of students’ talents and interests, and those define the ceremony to make it unique. It is crucial to honor the individual student, and to honor each and every individual. Just as a conscientious teacher builds choice into classwork and tailors assignments to match the strengths and interests of individual students, a conscientious administrator understands that to truly celebrate community, we must celebrate each of our individuals at commencement. We understand that when we share the responsibility and share the limelight, we make our community stronger. For this reason, students can be entrusted with several opportunities to make the ceremony theirs.:

  • Allow students to pick their student speaker, instead of having this determined by a GPA or by a committee. Many believe the valedictorian to be the student with the best grades at the completion of school, and that this person is required / entitled to give the main student speech at commencement. However, the accurate definition of valedictorian is less specific, simply the student chosen to give the main address at commencement. Rather than a formula or a committee deciding, our seniors choose this person internally. Often, as it was in 2017, students will choose the valedictorian, as this person has typically exemplified herself as a capable student who responds well to adversity and can be depended on to deliver a strong speech.
  • Allow seniors to invite to the keynote speaker of their choice. Given enough lead time, local politicians and activists, and even celebrities, are honored to be asked to speak at a commencement. Our students have historically chosen favorite teachers from their younger years at Gamble. This year they chose two current teachers to share the responsibility. In each case, they have selected teachers who were storytellers and who both loved and frustrated them.
  • Allow students to choose their graduation gown color from one of the school colors, instead of assigning them by gender. It creates an attractive and varied group picture, and avoids the discomfort and frustration that can come from mandating gown colors.
  • Have student videos featuring pictures and quotes, or even baby pictures. Another option is to have posters featuring seniors’ favorite photos of themselves. Finding a different way to honor the students, rather than merely having their name read aloud the moment they cross the stage, makes for a more engaging ceremony for the crowd of family members who might only know one of the graduates and will be pleased to see their familiar face in more than one place.
  • Allow students to choose which talented students will display their artistry at commencement. In five short years we have had singers, a praise dancer, and poetry readings. In 2017, our own band was able, for the first time, to perform Pomp and Circumstance.
  • Allow students the chance to – tastefully and within appropriate boundaries – decorate some part of their gown or mortarboard.
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2015 Gamble Montessori Mortarboards celebrating the journey, the future, college, and life-long friendships!

In 2014 students asked if they could decorate their mortarboards, those flat-topped square hats that graduates wear. The traditionalists among us initially rejected the idea, but again, respect for the individual won out. We quickly created three simple rules for the mortarboard decoration and a new tradition was born: it had to be two-dimensional, it had to fit completely on the board, and it had to be school appropriate. What followed were dozens of decorations that compared their journey from kindergarten to commencement to a popular video game, touted their college choices and majors, and touchingly celebrated their friendships.

Certain parts of the ceremony have remained steadfastly the same, in place to make sure we honor each student individually. First, we remind our families early in the ceremony how important it is that we honor each student fully, but within the time provided. Many of our students have invited distant family relatives to this milestone ceremony, and they take the occasion of commencement to loudly exclaim their pride and love. Rather than suggest that it is not appropriate to applaud and cheer loudly (of course it is! This is a time of celebration!), we remind our parents that the child being introduced after their child is equally deserving of praise and applause. Then, as a cushion, we have built in a little extra time for each student. When a child’s name is called, she steps onto the stage to shake my hand, accept her diploma, get our picture taken together, and shake the hands of the Board member and other dignitaries. Rather than immediately calling the next name and being frustrated by continuing applause, we allow the student their full moment, only calling the next name when she reaches the top of the stairs to descend at the other side of the stage.

Gamble’s graduation has never been interrupted by cheering extending into another student’s introduction, or marred by silence as a graduate’s name was called and his small family’s applause was lost in the crowd and reaches of the conference center. Each year our families have honored every graduate, and demonstrated the sense of community we seek to instill in each of our students.

One year, the students asked Tara to sing a solo with the choir. She worked with the teacher to select the appropriate song, “Dare to Dream” by John Legend. Weeks of practice got her fully prepared, vocally, for commencement. Nothing had prepared her emotionally for singing in front of such a large crowd and – more importantly – singing to friends she was just starting to realize she might not ever see all together again. We cried with Tara as she stumbled through her solo, singing a prayer of hope as a gift to her classmates: “Hold on when hope is gone / Race may not belong to the swift or the strong / It’s given to the ones who can endure for long / I know we care.”

One year we laughed as teacher Jason Banks pulled the microphone free from the podium, jumped off the stage, and urged the graduates to leave their seats and sit Montessori-style in a circle on the floor. He reminded them of their marine biology study in Pigeon Key, Florida, and their whitewater rafting trip where they woke up to 4 inches of fresh snow. He prompted them with, “Always leave a place …” and they finished, “Better than you found it!” Then he read them key excerpts from Oh! The Places You’ll Go.

The best commencements are the ones where the crowd can feel just a little bit lost, but each student feels completely found.

Between our rehearsal and the actual ceremony, some time is carved out for students to be in community with one another. One year teacher Josh Vogt used the opportunity to read a short story to the seniors, one that challenged them to think about their relationships with one another an with the community. This year we used that time to open our gratitude box, filled over the past several years from various ceremonies around gratitude, and reflect on the people and circumstances that helped get us to this point. What is important is that you can take a minute to be, again, one last time, in community.

Each year, as we gather for graduation practice, I remind my students that commencement is an important ritual, yes, but also just a grand show. The hard work has been done. They have earned their diplomas with nights of hard work and days of concentration. They have raised and spent hundreds of dollars, and invested thousands of hours over 12 or more years of their lives. The big work of their lives so far has been completed, and everyone has gathered to honor them. They have earned this celebration, and we are so proud of them.

 

This is the time to pay close attention to each other, be patient, and be in love with the moment and with our students. We follow the child, hit our marks, and let the miracles happen.

How Do You Measure a Year?

By Krista Taylor

It happens every year, so one would think I would be used to it by now.  The school-year seems to move along, as slow as molasses, at times feeling somewhat interminable. And then, suddenly, it’s over. This catches me entirely off-guard.  And I’m not ready.

The curriculum has been taught, the tests have been administered, the paperwork is complete, the culminating projects are finished, and yet I am still not ready.

I’m not ready to let them go.  I’m not ready to say good-bye.

I am not ready to have my 8th graders move on to high school. And even though my 7th graders will return to me next year, I’m not ready to spend 12 weeks apart from them.

I know that sounds ridiculous.  It probably is ridiculous. But I don’t transition well.  Every year it takes me a week or longer after the end of the school year to complete the check-out process that somehow every other teacher manages to get done by the last day.  But I’m not ready.

However, this year, exactly one week before the end of the year, I looked around the circle at the faces of my students during morning meeting, and I suddenly realized that whether or not I was ready, my students were.

The seventh graders, who had entered our building in the fall looking for all the world like little lost lambs, were ready to assume the mantle of leadership.

And the eighth graders had become so strong, self-assured, and independent that they were ready to tackle the new demands and challenges of high school.

How had this leadership emerged?  It felt abrupt when I suddenly saw it staring back at me in black and white during that morning meeting, but I knew that it wasn’t.  I knew that their leadership had been cultivated and nurtured over time and through great dedication and diligence.  But how?  What exactly were the critical components that allowed that transformation to happen?

As I tend to do, when I saw them with new eyes that morning, I acknowledged it.  I told my 7th graders that I had just realized that they were ready – ready to fill the 8th graders’ shoes, ready to lead our community next year.  And I asked them how they had learned to do this.  Their response did not surprise me, but it did delight me.  They said, “The eighth graders taught us.”

And, of course, that is how it had happened.  This is peer transmission of culture, and it is a powerful thing.

Being social and engaging in peer relationships is the primary motivating force of the adolescent.  As a result, they can teach each other far more powerfully than any lesson presented by an adult.  This is why peer pressure is such a powerful phenomenon.

Teen-agers desperately want to fit in, to belong.  They crave this social inclusion, and while adults often fear its power to lead children astray, peer pressure can be positively channeled to guide students toward valorization as well.

“Teens join peer groups in an attempt to differentiate themselves from their families and grow more independent … When most people think of the phrase ‘peer pressure,’ images of underage teens participating in destructive behavior spring to mind. But most people overlook positive examples of peer pressure, including situations where friends push teens to grow in beneficial ways.”[1]

Students can reach each other more deeply than any adult ever could.  Who better to teach them how to be leaders than their peers?  This is the rich benefit of multi-age grouping in a classroom.  Older students model expectations for younger students, and this results in powerful learning.

Multi-age groupings, like those seen in Montessori classrooms among others, readily allow the transmission of classroom culture to occur through peer relationships.  And my students’ recognition of this was what I found so remarkable on that day when I looked around morning meeting and suddenly recognized their transformation.

Multi-age classrooms are a fundamental component of the Montessori model, but this philosophy is beginning to reach traditional education as well.  A recent article in The Atlantic noted that, “Multiage education … puts learners at the center, socially and academically. On the social side, younger children look for guidance to older students who know the ropes, while the older students in the classroom organically learn about mentoring, leadership, and collaboration.”[2]

This is exactly how it happens.

This mentoring, leadership, and collaboration is very intentionally constructed in the Montessori middle school classroom.  At the beginning of the year, the eighth graders are asked to take on all the leadership roles.  They are expected to model what positive leadership looks like in our classrooms.  We overtly identify and discuss this – honoring the role of the eighth grade leaders. We also note that over the course of the year, the seventh graders will be provided with increasing opportunities to fulfill these duties, so that by the following year, they will be prepared to do the modeling for incoming students.

Initially, however, the eighth graders are given all the classroom leadership responsibilities such as: running morning meeting, helping new students manage a checklist of assignments, and reinforcing behavioral expectations.

Additionally, the language of leadership pervades our discussions with students. The poem “Great Leaders” by Meiji Stewart is displayed in each of our classrooms, and we use this as a tool to identify what leadership is.  On a near daily basis, we say things like, “I need a couple of leaders,” “Where are my leaders?” “Can I get some leader volunteers?” or “It doesn’t matter where we are, we always behave like leaders.” Leadership is always referenced as an expectation for all, not just a quality that a few motivated students will demonstrate.

This is why student reinforcement is so critical. Every classroom has students who are internally motivated to lead and are responsive to teacher mentoring. Sometimes we call these students the “good kids” or “the bright ones” or “teachers’ pets.” A shift in classroom climate occurs, however, when all students are expected to demonstrate leadership, and I suspect that this can only be accomplished through positive peer pressure.

At Gamble, peer leadership modeling begins in earnest with the closing ceremony at fall camp.  Camp happens early in the school year — within the first three weeks.  The 7th graders are brand new to us, and their official initiation to the community occurs on the final night of the fall camping experience.

This ceremony is entirely planned by the eighth graders.  In our community, it never fails that year after year, the eighth graders want to initiate the seventh graders by identifying and labeling their character strengths.  This practice was begun with our first group of students, and each year it is handed down as tradition.  This is a powerful example of peer transmission of culture.

So, invariably, just days before camp, a large group of eighth graders spend their lunchtime in my room frantically preparing certificates with individual names and character strength labels.

Listening to them discuss what they have observed in their seventh grade peers is so sweet.  It sounds something like this:

“What about Dahlia, what’s her strength?”

“She’s talkative.”

“Oh yeah, she is.  But that sounds kind of bad.  How can we make it good?”

“I don’t know.  Outgoing?”

“Yeah, that’s good.  What about Ramon?”

“Ramon, I don’t know.  He’s so quiet.  I hardly even notice him.  Ms. Taylor, what is Ramon’s character strength?”

“Hmmmmm … sounds like you need to observe him a little more.  Do you think you can do that and then come back tomorrow and have a character strength for him?”

“Yeah, we can do that.”

This work of identifying character strengths requires them to do multiple things.   They must review the various character strengths, intentionally observe their new classmates, and see them in a positive light.  What an incredible way to begin leading a group of new students.

This type of leadership is a responsibility, an expectation, and an obligation, but it is also so much more.  Because it is done by students year after year, it is seen as an honor, as something to be earned and entrusted with.

When treated this way, leadership becomes a somewhat revered role.  I believe this is why I typically have so many students willing to take on leadership tasks, even when they know that it usually involves additional work. All I have to do is ask, “I need a couple of leader volunteers.  Who’s willing to help?”  And every time, many, many hands go up.  It is an honor to be called on to complete these tasks, and the work is viewed not as a menial job, but as a responsibility to be assumed for the good of the group.

I giggled this spring upon overhearing the following exchange between two young ladies.  We were outside taking a break from the stressors of standardized testing, and Aaliyah began picking up pieces of trash.  Mi’Neasia looked at her and said, “What are you doing that for?”  Aaliyah’s response made me so proud.  “You know Ms. Taylor’s going to make us do it in a minute, so we might as well get started.”

Let’s be clear, no one likes to pick up trash.  But Aaliyah knew that “Leaving a Place Better Than We Found It” was part of what we always did as leaders, and she viewed it as an obligation.  She took the initiative before being asked, and then transmitted this expectation to a peer.

I am certain that if I, as the teacher, solely dictated the requirement of completing these types of extra jobs, I would be met with complaining and resistance, but when peers model diligent completion of the work, the entire experience shifts positively.

Of course, leadership doesn’t develop exclusively as a result of peer modeling.  There must also be opportunities for leadership development built into the curriculum, but I do not believe that we would get nearly the same results without the benefit of students leading the way.

And like all growth, leadership doesn’t develop in one neatly-graphable, continuous line, and it isn’t developed overnight, or even over a few weeks. Although I was startled by my sudden recognition during morning meeting that the students sitting before me had become leaders, there was really nothing sudden about it. My students had been working on leadership all year, and it was the consistent guidance and direction of their eighth grade peers that had steered them toward that readiness. They recognized this and were able to articulate it.

Each year, while the eighth graders are in Pigeon Key, Florida engaged in an intensive marine biology study that serves as our culminating middle school experience, the seventh graders prepare a celebration to honor them.  It is a bit of a mirror image of the fall camp ceremony, and serves to pass the torch of leadership.

This year, as part of the ceremony they planned, they wrote this:

“Dear 8th graders,  It’s been a long year with everyone.  A lot of things have changed with improved grades, behavior, and leadership skills.  It’s been a big transition throughout the year.  Everyone has shown growth tremendously, and I would like to thank the 8th graders for showing me the path to be an 8th grade leader.  Everyone will be missed.”

And this.

“I know not only 7th graders improved, but you did as well.  You were once in the same position as us, now look where you’re at.  You were such a big help to us because you taught us how to be the 8th grade leaders you are today.  We will miss every, single one of you, and hopefully you’ll miss us too.  Most importantly, as you go to the 9th grade, just remember that you’ll always be UL leaders.  P.S. Try not to make Ms. Taylor too emotional when you leave.”

They were ready to move on, and they recognized this in themselves, and in each other.

Just one week after that culminating moment, we said good-bye.  The seventh graders headed off into another long summer break, and the eighth graders did the same, prepared to engage in an entirely different academic adventure upon their return.

They had come so far, and, while they often tease me about being “too emotional,” I know that they, too, felt the bittersweet pang of farewell. For a full ten minutes after the bell rang on that last day of school, my teaching partners and I had students clustered around us for hugs and final words.

Lisa, who ended the year with beautiful grades, threw her arms around me, as I whispered in her ear, “You’ve worked so hard. Remember that first quarter conference when you had to tell your mom that you were failing? Just look at you now!” She burst into tears and hugged me even tighter.

Derek, an 8th grader, who was incredibly immature when he arrived at Gamble and who spent the better part of a year being the class clown, stood tall and gave me a tight hug, as he said proudly and confidently, “You know I’m gonna miss you next year in the 9th grade.”

And Astrid, a painfully shy 7th grader who has finally begun to find her place and her voice in our community. As is her way, she waited patiently and silently for her hug until all the more boisterous students had gotten a turn. I looked into her eyes, and saw such longing for recognition there. I told her what I know to be true: “You will be such a powerful leader for our new students next year. You know all the quiet ones? The ones who are so afraid to come to high school? You’re in charge of them next year, okay?” She silently nodded as her eyes filled with tears, and she hugged me good-bye.

And even Andrew, who had a very difficult year and will be repeating the seventh grade, waited for his hug, and then shoved a crumpled post-it note in my hand saying gruffly, “Read that.” It said, “Thanks for helping me do better and have grit. I will miss you these three months.”

I was almost certainly “too emotional” when they left.  Because I was not ready.  But they were. They were ready to move on to the next level of challenge, and that is what matters. That is how you measure a year.

 

[1] “Peer Pressure.”Teenagers and Peer Pressure – Causes and Effects. N.p., n.d. Web. 27 May 2017.

 

[2] Miller, Stuart. “Inside a Multiage Classroom.”The Atlantic. Atlantic Media Company, 09 May 2017. Web. 27 May 2017.

 

Why Are You Leaving Me?

– by Jack M. Jose

This week I was preparing a post about difficult conversations. I was reviewing some of the articles and books I have read about challenging conversations, and thinking back on the many times I have had to deliver hard news to a student’s family, or to a friend or an employee, or someone who is both. The topics at Angels and Superheroes are charted out weeks in advance. Our spreadsheet includes some ideas of what should be covered in the post. I had some ideas about what I wanted to say regarding the difficult conversations I often have to schedule and implement.

And then, serendipitously, someone who is both an employee and a friend came to me to have a difficult conversation. Or, more accurately, to deliver some hard news. Sometimes the situation comes to you.

He is a talented and bright young teacher. I interviewed him for the district several years ago, and walked away impressed, wishing I had a spot for him on my roster. I was devastated when, just a couple short weeks later, a spot opened up and I called human resources only to learn that he had been placed at another school. I kept in touch, and ran into him at social justice events, becoming more convinced over time that he would be an asset to the school. I periodically brought him up in conversations as “the one who got away.” Last spring, when we again had an opening, he transferred to our school. He turned out to be everything that I hoped he would be, and in some ways more.

In just his first year in the building he has taken on some leadership roles, and built a strong rapport with students and staff. Behind the scenes he operates with integrity, including helping facilitate difficult “elephant in the room” discussions, and brings insight to math and science instruction in the school. As for our Montessori approach, he just understands it. In the second semester when I stopped in to observe his classroom one day, he asked the class, “Who is our ambassador today?” When it was determined the designated student was absent, another student quickly volunteered and came over to me as he continued his lesson. She quietly welcomed me to the class, gave me a copy of a handout they were working on, told me the main point of the day’s lesson, and suggested places I could sit. She checked on me at each transition. This teacher had built leadership and community into his classroom process.

I identified very closely with him, perhaps because I saw an approach similar to mine. He was open to feedback, and eager to learn. I walked out of observations and discussions with him wondering what I could give to him to help him progress, wondering if perhaps I had anything to offer. Of course principals do not have favorite teachers, just as teachers do not have favorite students. But we know that in each group there are a few who make the day flow more smoothly, and who operate independently. They seem to put more in than they need out of the system.

Then he scheduled this meeting with me.

I was not worried about it at all. We had consulted closely on his intersession planning for several weeks, going back and forth with the CPS legal team and facilities department to ultimately decide that it would be unwise to build a climbing wall outdoors on school property. More recently we had spoken to back off of an outdoor climbing plan, and as he requested to add a second Gamble Moment to our annual Gamble Moments book.

In my office last week, the look on his face was grave. “Mr. Jose, this is not an easy thing to say.”

I knew it right then. He was leaving. My heart sank. I know my feelings escaped onto my face because he reacted. I’m not certain, but as I remember it, the next words out of his mouth were, “I’m sorry.” That was my confirmation of why he needed to talk.

He was leaving me.

Sure, I know, he was leaving the school, he was leaving the students, he was leaving all of us, but I became intensely aware that I was taking the news very personally.  The rest of the conversation was important, perhaps crucial, but the news was all delivered in the set-up, the look on his face, and his apology.

He was leaving me.

Scary place, the future.

Teachers leave buildings all the time. Teachers leave teaching too. In a recent NPR article, Linda Hammond, the President and CEO of the nonprofit Learning Policy Institute, cited the national attrition rate – out of teaching – as 8%. The Shanker Institute, a nonprofit educational research group, asserted in this 2015 article that the “mover” and “leaver” rates were about 8% each, nationally, resulting in a combined typical rate of 16% attrition. Krista talks more powerfully about teacher burnout here.

Gamble Montessori had a bad year. As of the publication of this post, seven teachers are leaving the school, which is 18% of our 39 full-time teachers. Last year that number was better – we had five teachers leave, or 12%. (I want to rationalize even further: We have three itinerant academic teachers and an itinerant band director, if calculated in, this would push our rate this year to 16%. However, this is merely rationalization.) Two other teachers met with me during the year to discuss leaving; other possibilities they were pursuing in their personal lives could potentially pull them away. One went so far as to fill out a resignation paper from the district. However, both saw those prospects dim and are currently scheduled to return next year.

But why do teachers leave? Hammond provided two reasons. “[T]he first reason is lack of administrative support. The second one is concerns about the way accountability pressures in the No Child Left Behind era created pressure to teach to the test, burdensome sanctions and the loss of autonomy in the classroom.” Okay, I can deal with that. One of those reasons is in my control.

Jennifer Duffield, co-founder of Dancing Moose Montessori School in West Valley City, UT was pretty direct in her recent talk at the American Montessori Society (AMS) National Conference. In her words to administrators she said, simply, “The bad news is, we’re the problem. The good news is, we can also be the solution.” She stated that 63% of teachers who had negative feedback about administrators left, and 93% with positive feedback stayed.

Her data, like Hammond’s, points to a persistent 7% who leave despite positive feelings about administration.

It doesn’t take data, or an AMS presentation, for me to blame myself when a teacher leaves. Sometimes the reason presented is wholly unrelated to me, such as moving out of town following a marriage, or a once-in-a-lifetime opportunity to follow a dream job. And to be certain, some of those who move on do so as a mutual parting of ways, perhaps after losing their zest for teaching, or exhibiting the same struggles with relationships or deadlines year after year. Nonetheless, I take each resignation or move personally.

As the leader of the school, I identify personally with each win or loss. This can be literal, like our first ever win with each of our athletics teams, or figurative, like the arrival and departure of staff. Our academic scores flood me with a range of emotions, despite my disparagement of using those scores to evaluate me, the school, the teachers, and our students. Each departure – or even rumor of a possible departure – sets off inside of me a volley of soul-searching and self-questioning. “What did I do wrong? How could I have better supported him/her? Was it something I said or did? Something I did NOT say or do?” And the list of reasons never seems to involve me. It is either a wedding, moving to be nearer to family, retirement, a dream job opportunity or similar reasons. However, I am certain that this is just people being polite to me. I queried him the same way I asked others: is there something I could have done better?

So what can be done about it? Duffield’s approach was straightforward: buy them coffee. Well, it was more complicated than that. She provided a host of solutions for the principal:

  • Focus on teacher growth and well being
  • Take more of the blame, and less of the credit
  • Protect them from district initiatives and unimportant tasks
  • Create an interdependent community where they have the resources to share problem-solving responsibilities
  • Listen to them, and give them what they need (which is, sometimes, coffee)
  • Have hard conversations, where you are nice, but tough [she used the word “nice,” but other authors and presenters, including Krista, and Patricia Jennings, would improve this suggestion by saying we should be “kind” but tough]

These rules describe the support that teachers need from their principals, and are not just rules for conversations. They seem to lay the groundwork for only the positive, growth-focused conversations, or for moments of praise and co-working to solve problems. Yet, because they help set the basis for building community, they actually help with all conversations. This includes hard conversations, like corrective feedback on observations, and addressing when someone falls short of our expectations. These can be uncomfortable. I used to flee from these conversations. Now sometimes I not only don’t avoid them, but I sort of relish them. I see each as a challenge and evidence of my growth, and a chance to use what I learned in reading Conversational Capacity. If I get a report that an adult in the school has spoken inappropriately to a student, or questioned another adult’s decision openly in front of others, I get the familiar rush of blood to my head. It would be easy to nod and promptly forget the report. Instead, now, I still give the nod, and a non-committal sound, then I seek the best way to address the issue directly. Sometimes the right answer is to say to the teacher in front of me, who has just complained about a colleague, “And what did they say when you addressed this with them?” If they did not have the conversation, which is often the case, I offer to help them structure the conversation, and offer my assistance for feedback if the meeting does not go as planned. Or if they have tried conversation and it did not work, instead of avoidance, I stride intentionally into the conversation. It is this recent practice that helped me be ready when my teacher sat down in my office and said, “This is hard.”

So I listened. He explained about a once-in-a-lifetime chance to work with friends on a way to help impoverished students. It had been a dream of theirs, but a grant meant that his friends could afford to pay him, at least for a year. This was his passion, and he could be paid to follow it.

In response, I told him, honestly, how sad I was to hear this. I explained his value to me personally, and to the team, and how I had figured him into plans moving forward at the school. I stated – bluntly, I thought – that while I would be happy to hear if he changed his mind, I was not trying to change his mind.  I was simply expressing the facts. I reassured him that he was doing the right thing by pursuing his dream and that if he chose to return, I would endeavor to find a place for him at our school, because it was better with him here. No one should ever be given any message different than that.

Personally, I felt like I had been kicked in the gut. I didn’t see it coming. And I told him so. I just named the feeling. But in expressing that to him, and remaining focused on what he needed – support, reassurance, and the confidence that he could have a place to return if his dream could not be realized – I had the difficult conversation the right way. Most importantly, I did not waiver from my philosophy of supporting the person in front of me. The school is important, but not more important than any of the people in it.

At Gamble, we take time in our staff meetings for acknowledgements. This is the time we structure to build community by thanking others or pointing out good work they have done to help us individually or as a school. At Monday’s staff meeting, when it was time for acknowledgements, my teacher who was leaving spoke up. “I’d like to acknowledge Jack. We had a hard conversation last week, and he was extremely understanding and supportive. I really appreciate that.” This weekend, as I sought his permission to use the story for this blog, he added, “Still feeling that way too. Appreciate your grace.”

There was a time when this was not the conversation I would have. One year, my second as principal, a promising young teacher approached me and asked permission to leave. She had a chance to move to our sister school, where she indicated she had dreamed of teaching. The timing was very late, and she had to ask me because the internal transfer rounds were over, and a transfer would require permission from both principals. I considered the calendar, and the difficulty involved in getting a teacher into the vacancy in time for opening day, let alone one as promising as her. I prevented her move. I held my ground even after Krista came to me and strongly advocated for supporting the individual over the institution. I was doing what was best for the school, I felt, and certainly what was best for me.

I have come to believe that I was wrong.

This decision was, I believe, subconsciously held against me by the teacher for the rest of her tenure at our school. She once even said as much as we were discussing a different issue. I had broken the relationship in order to do what I believed was best for the school, and I had ultimately benefitted nothing. She stayed a few more years, and proved that my belief in her promise was well-placed. She developed a strong teaching presence and structured a highly functional classroom, working closely with other adults to meet the needs of students. When another opportunity came to leave, however, she took it. But really, she had left years before, and I wonder if perhaps she could have been a better teacher somewhere else, or perhaps she would have seen the grass was not greener and returned. Neither of us will ever know. I am certain that she is gone from our school forever.

Maybe this other young teacher, the one I supported instead of blocking, will come back. There is precedent for that at our school. Maybe he won’t. Ultimately, I am proud that I supported him in the ways I could.

I can’t fully change the fact that I feel like he, and the others, are leaving me. ME, personally. I can, however, take steps to help all of my teachers feel more supported, and to take the action I can to support them in their roles and in their careers, even if that means letting them go.

The Seven Gateways: The Longing for Silence and Solitude

It was the witching hour at fall camp. That tricky time that happens each day as the afternoon activity wraps up, dinner preparation must begin, and the canoeing group, which necessarily includes the bulk of teachers and chaperones, hasn’t yet returned to the campground. What this all means is too many wound-up students and not enough adult hands to go around.

I had just led our afternoon activity of a serious Olympic Games competition. This consisted of multiple activities such as wheelbarrow races, leapfrog races, football tosses, and one-legged stands. You know, all the famous Olympic sports.

 

Hilarity had ensued as student less-than-gracefully leap-frogged over each other and attempted to distract each other from standing stock-still on one leg for an unfathomable amount of time. The event culminated in a raucous Olympic medal ceremony replete with extremely off-key anthem singing.

And, this year, there had been a little thunder thrown in for good measure – just to help keep everyone calm.

And thus the witching hour began with 25 hyped-up adolescents and me. I needed to get them settled and working on their packets, so I could begin overseeing dinner crew, but I wasn’t at all sure how I was going to manage the transition.

I must have felt really desperate because I threw all caution to the wind and tried something new – all the while being absolutely certain that there was no way it would work.

I put on my best serious and quiet “Montessori voice” — not an easy feat on the third day of camp right after the Olympic games and just before an impending thunderstorm – and I said, “Do you guys remember last week when I told you about The Silence Game?”

Maria Montessori designed The Silence Game in her work with young children. She asked the children to be quiet, to “create silence,” and then she waited across the room from them and called their names individually in a barely audible voice. When a child heard his name called, he would walk across the room as quietly as possible and sit down silently.

I had introduced this concept to my students the previous week as the foundation of the practice of solo time that we use in the Montessori adolescent classroom. So in the controlled chaos of the moments just following our Olympic games, I told my students that we were going to play this game. I asked them to create silence, and when I tapped them on the shoulder they were to silently walk over to the pavilion area, have a seat, and begin working on their assignment packets.

I really did not think it was going to work.

But it did. This cluster of pubescent energy that differed little from a litter of puppies, closed their eyes and stilled. As I quietly moved among them, tapping them on the shoulder, they remained silent and practically floated, one at a time, toward the pavilion.

I very nearly giggled in my astonishment at the game’s success. But I shouldn’t have been so surprised.

In The Soul of Education, Rachel Kessler identifies the yearning of silence and solitude as one of the seven gateways to the adolescent soul.

“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.”

Montessori used The Silence Game to help young children develop focus and concentration as she asked them to remain silent for gradually longer increments of time.

In the busyness and constant engagement of today’s world, children need this opportunity to practice silence even more than they did during Montessori’s time. A recent study conducted by Microsoft found that the average human attention span has decreased from twelve seconds to eight seconds. To put this into perspective, the attention span of a goldfish is nine seconds. [1]

We live in a world where we are constantly bombarded with stimuli such that, for many of us, silence and stillness are uncomfortable. We are easily bored and seek out the next engaging thing, often through ready access to mobile devices.

And yet there is plenty of evidence that our brains need this silence and solitude. Spending time in silence:

  • Relieves stress and tension
  • Replenishes mental resources
  • Allows the brain to access its default mode leading to deep and creative thinking
  • Helps regenerate brain cells [2]

Classrooms are busy places. There is little time or opportunity to rest, and yet neuroscience is discovering that the rewards of silence are great.

In the secondary Montessori classroom, Kessler’s concept of an adolescent longing for silence and solitude is combined with Montessori’s philosophy that the child can be taught to focus by being asked to practice silence for increasing periods of time. We call this work “solo time.”

Solo time consists of a period of time lasting anywhere from ten minutes to forty-five minutes. Some schools practice solo time daily; other schools do it once a week. During solo time, students must engage in a silent, independent activity. Choices often include coloring, journaling, reading, sketching, puzzles, Play-Doh, Legos or other building material, or just sitting in meditative silence.

 

 

 

When the concept is first introduced, many students take immediate joy in participating in solo time, but quite a few students, and even some adults, actively dislike it. They find it hard to remain still, they are bored, and they are drawn to whisper to their peers, move around the classroom, or otherwise meet their need for greater stimulation. At the beginning of the year, after each of the first few times we “do solo,” we discuss, as a class, what this experience was like. Many students describe how challenging it is for them to be still and to refrain from interaction with others. Some require behavioral redirection to be able to comply with these seemingly simple expectations.

Over time, however, almost all students develop enjoyment for this quiet time.

Solo time is especially powerful when it is conducted outside. Sometimes, we are able to do this on school grounds; however, we also hold outdoor solo time during our overnight field experiences.   Our most profound of these experiences is the 8th grade culminating trip to Pigeon Key, Florida. Solo time on Pigeon Key is especially transcendent because it feels so remote from “the real world,” and thus really provides the opportunity for deep silence and solitude. Students are powerfully affected by experiencing solo time in this setting, and they beg to do it more often and for longer periods of time.

 

Last year after the solo time on the first night on the island, Cavin wrote this in his journal.

“The solo time was literally the best solo time I’ve ever had. Like at first I was worried but then something helped me out, and I could really focus. It’s like you never notice how beautiful everything is with all the negativity around America and humanity. During the solo time I got to see nautical beauty and worry about nothing. It was like the first time I have been able to fully not worry about anything. It was pretty cool too, like I had wanted there to be more time.”

His words are especially profound because he had been battling depression all year, and had spent some time in the hospital due to suicidal ideation. What greater gift could we give him then an opportunity, even if just for a few minutes, “to worry about nothing?”

Solo time is just one way of embedding a practice of silence and solitude into the classroom.

It is all too easy to get caught up in all the things that need to be done in the limited time we are with our students. It doesn’t seem to matter whether we have five hours each day or just a single fifty-minute bell, the time is never enough. It’s hard to consider giving up any of this precious time to something as simple as silence.

And in the adolescent classroom, it can be equally hard to imagine that our students are actually going to cooperate in this. After all, the need for socialization is one of the critical hallmarks of the adolescent being. It is embedded in their very nature to interact nearly constantly with each other.

However, Kessler describes this gateway as a longing for silence and solitude. While on the surface, it may not be something students prioritize, they have a deep need for it.

In a similar vein, classroom mindfulness practices are growing and gaining national attention. A number of programs, such as Mindful Schools and CARE (Cultivating Awareness and Resilience for Educators) have sprung up both as a means to train teachers to bring these practices into the classroom, and as a strategy to support teachers in coping with the stressors and demands of their job.

Public schools in Baltimore, New York, Chicago, San Francisco, and elsewherehave implemented the use of mindfulness both as a daily practice and as a way to help students calm down when they are engaged in conflict or misbehavior.

These programs are seeing powerful outcomes related to both reduced discipline and increased achievement. While there has not been a tremendous amount of research conducted on the impact of meditation on the developing brain, initial studies demonstrate some important benefits.

  • Increased attention
  • Improved grades
  • Better attendance
  • Reduced anxiety
  • Greater self-control
  • Enhanced social-emotional skills[3]

Mindfulness practices come at little to no cost, seem to have no negative impact, and have the potential for significant positive gains. Mindfulness is gaining ground as a structure that may be of great benefit to schools, teachers, and students, but why hasn’t this ancient concept been adopted sooner and more quickly in classrooms around the country?

I can only try and answer that question based on my own experience. I have been trained in bringing mindfulness practices into the classroom three times. Yes, I said three times. The first time I received this training was in 1999. Right. Eighteen years ago. I later completed two different mindfulness programs, in 2014 and in 2016, respectively. And yet I still have not implemented a mindfulness practice in my classroom.

Why not?

Because it’s scary.

Imagine telling 30 adolescents to close their eyes, sit silently, and focus on their breath. Okay, admittedly, it doesn’t sound so scary when it’s written out like that, but in the moment it feels like the critical balance between control and chaos could be tipped at any moment. All it would take is for one student to say something goofy, or make a weird noise, or expose the practice as a sham, and suddenly, the whole class would be disrupted, and you would spend the remainder of the time trying to regain control of the group.

This is every teacher’s nightmare, but I have to admit I’ve never had this happen.

Each time I’ve dabbled in meditation in the classroom, it’s been incredibly well-received by students. Some students really appreciate it, and even ask for it. Most tolerate it without complaint, and none has ever been disruptive.

And yet, I still don’t have a developed mindfulness practice. #teachergoals2018

For now, we do solo time every week, and more frequently when we are on multi-day field experiences.

If, like me, you don’t feel ready to jump full-force onto the mindfulness bandwagon, there are many other ways, of bringing silent reflection into the classroom – including the establishment of a structured solo time.

CARE recommends implementing the following strategies as a way to get started:

  • Calmer Transitions
  • Take 5
  • Use of a “Quiet Corner” or “Peace Corner.”
  • Mindful Walking and Centering

Each of these is described more fully here. 

Despite their very social and talkative nature, students really do long for silence and solitude.

 

As their guides, it is our responsibility to help them find time and space for this.

 

 

[1] McSpadden, Kevin. “Science: You Now Have a Shorter Attention Span Than a Goldfish.”Time. Time, 14 May 2015. Web. 25 Apr. 2017.

 

[2] Gregoire, Carolyn. “Why Silence Is So Good For Your Brain.” The Huffington Post. TheHuffingtonPost.com, 09 Jan. 2017. Web. 25 Apr. 2017.

 

[3] Walton, Alice G. “Science Shows Meditation Benefits Children’s Brains And Behavior.”Forbes. Forbes Magazine, 24 Dec. 2016. Web. 25 Apr. 2017.

 

The Big Short: When the Education Bubble Bursts

Jack M. Jose

On September 15, 2008, the giant financial company Lehman Brothers, unable to meet its obligations to borrowers, completely collapsed, closing its doors and halting all transactions as it fell swiftly into unthinkably large debt. 25,000 Lehman employees lost their jobs.[1] The company would never re-open. In the same week, the largest banks in the United States all shared warnings of nearing a similar fate. This event was the primary public face of the start of the Great Recession, the greatest economic downturn in modern history. The US government stepped in to bail out the largest banks before they followed suit with Lehman Brothers, eventually spending trillions of taxpayer dollars to shore up our economy. The Lehman crash, and the bank crash in general, was connected with the bursting of the US housing bubble, where suddenly home prices crashed back from extravagant highs, costing homeowners billions in actual and unrealized gains in their personal net worth. In the end, billions of dollars of value of stocks, companies, and people’s homes and jobs were essentially vaporized. Even after 5 years of sustained job and economic growth following the official end of the recession in 2012, by some measures the United States has not yet unburied itself from this financial disaster.

There were many contributing factors to this economic crash, and many books and even movies helped to tell parts of the story. One best-selling book-turned-movie exploring the causes of this crash was The Big Short, by Michael Lewis.

“Wait,” you say. “This is an education blog. Why are you discussing the economy?”

Current conditions in the educational system in the United States, and particularly in specific states, resemble the situation that preceded the crash and Great Recession. A generation of reforms, from the Reagan-era Nation at Risk report to the transformative and bipartisan Bush II No Child Left Behind law to the Obama-era Every Student Succeeds Act, have eroded safeguards that tied tax dollars and community oversight to the education of our children. This has left our nation open to an educational crash, the sort of which has never happened, for which there is no roadmap or precedent, just as there was no precedent for the real estate and banking collapse in 2008. For many of us, just as for many experts in the banking industry, this collapse was a complete shock. Nothing could have prepared us for the long-lasting effects of the crash, and only in hindsight could we see all the signs of the impending crisis. Only a few people, generally well-read experts in the field who had proven willing to buck prevailing wisdom, were able to see the coming default. No one listened to them.

The Great Recession was caused by a number of related factors in the economy. One cause of the crash was deregulation. In a major windfall to banks and other lending institutions, Congress loosened restrictions on lending practices, allowing for larger and riskier loans, with fewer safeguards for borrowers. New companies, envisioning windfall profits, sprang up seemingly overnight and began competing for customers.  First time and repeat borrowers, excited for an opportunity to buy their first or their biggest house, flooded into the market, and found they had a wide array of companies competing to sell them a loan as cheaply as possible.

This deregulation combined with an extreme profit motive allowed for a second cause to emerge: predatory lending. With deregulation there came an expansion of banks, some of which became “too big to fail.” This phrase did not mean that they could not fail. It just meant that their failure would cause widespread economic disaster. The US government would, in this case, be forced to prop them up and to guarantee that their loans were covered. These institutions were assumed to be essentially unbreakable. Deregulation also meant such growth in the banking industry that new, non-bank companies got into the business of offering home loans and dealing mortgages. These new lending institutions looked and acted less and less like traditional banks, and they began enticing and even recruiting home buyers in the full knowledge that they would be unable to pay off the loans. This happened even while these institutions paid exorbitant salaries to CEOs, often with sales bonuses for the middle managers, creating incentives to make riskier and riskier loans.

Additionally, the oversight for these new kinds of banks, making these new kinds of loans, was essentially nonexistent. Traditional systems of measuring the effectiveness and liquidity of banks were overmatched by these new rules. The use of innovative and complex accounting, perhaps intentionally, made oversight of any sort more difficult. Specifically, the creation of credit default swaps and collateralized debt obligations made it nearly impossible to assess the riskiness of investments. It is hard to judge the risk inherent in buying something most people cannot understand or explain.

Finally, signs of an impending crash were ignored by almost everyone. Time and time again lenders and monitors alike allowed themselves to participate in what now is understood to have been “magical thinking”, the belief that these risky pools of unexplainable investments would somehow continue to increase in value forever. In fact, at times the warnings were so loud that Federal Reserve Chairman Alan Greenspan, who was notoriously reluctant to speak directly to future trends or concerns, made multiple public statements to dismiss these warnings. Bruce Bartlett, a former Treasury Department economist, catalogued many of those warnings in his first article as a regular columnist at Forbes Magazine.[2]

These factors have parallels in the current movement in education, as described below.

Deregulation – creating the bubble

In order to encourage the growth of the “ownership society” as espoused by President George W. Bush during his successful Presidential campaign[3], his administration and a Republican congress undertook several initiatives aimed at increasing home ownership. These were well-intentioned and broadly popular bipartisan acts aimed at placing more people in their own homes, and prompting them to be better citizens in general, because they would now have a stake in the success of the community. However, these enticements created unforeseen consequences. Homeowner down payment assistance and efforts to simplify home-buying drew in record amounts of new home owners. Some of these home buyers were not, according to traditional measures, a good bet to stay in the house and pay off their loan. Unscrupulous lenders capitalized on these eager new buyers, offering them larger and riskier loans than ever before. Folks with bad credit got loans, folks with good credit got larger loans than they could handle, all with the promise of future gains in the value of these houses.

The expansion of the charter school movement in the US parallels this change in the banking system, and seems poised to create a similar bubble. While a long-established system of education exists, with a history dating back to the first colonies on Plymouth Rock, and overseen by elected school boards in nearly every city and county in our country, recent deregulation in education law has created an expansion of school-like entities called charter schools. These schools often get permission to operate with a different set of rules than public schools, typically privileges to experiment with curriculum, seat time, salary scales, and more, often under the guise of being “laboratory schools”, free to experiment with ideas that might work better for education. These types of schools flourished under the Obama administration, and seem set to practically explode during the current administration. Just last week Florida approved $200M for a major expansion of charter schools in the Sunshine State.[4] In addition to brick and mortar schools, largely to save on costs associated with maintenance and transportation, charter schools have innovated and quickly expanded online learning. Ohio, California, and Pennsylvania, lead states in enrolling students in online schools, according to the National Alliance for Public Charter Schools (NAPCS). And the expansion has been accelerated through the use of novel, some might say experimental or even suspect, techniques for delivering education. In the 2014-15 school year, 38,500 students in Ohio alone took all of their classes on computers from home through an online school.  For the 2015-16 school year, Ohio paid online schools $267 million to educate those students — more than a quarter of what it paid all charter schools in the state. The Electronic Classroom of Tomorrow (ECOT) and the Ohio Virtual Academy (OVA), with 15,000 and 11,000 students respectively, are the largest online schools in Ohio. More on ECOT later.

In May of 2014, the New York City legislature created laws that they touted made New York “friendlier [to charters] than almost any other city in the nation.” By increasing the per pupil allocation allotted to charters, eliminating salary minimums for teachers and other staff, and by requiring public schools to offer up unused space at a significant discount, many charter schools are given advantages that would seem to tip the scale in their favor. It would be hard to argue that these private or public charters are indeed true laboratories for innovation of best practices, given the tremendous advantages they have over public or even private schools.

The US Senate’s Levin–Coburn Report concluded that the financial crisis was the result of “high risk, complex financial products; undisclosed conflicts of interest; the failure of regulators, the credit rating agencies, and the market itself to rein in the excesses of Wall Street.”[5] Might a charter school bubble and resulting education crisis happen the same way? Might the leverage of a few powerful textbook and test printing companies create a system that is “too big to fail”? Might a pending educational crash similarly be the result of state and national legislatures failing to rein in the excesses of “Big Ed”, a conglomerate of test makers, book printers, and educational consultants profiting handsomely from the creation and amalgamation of more and more charter schools?

 

“Bundling”: Credit default swaps, collateralized debt obligations, and joining forces

One of the effects of deregulation was the creation of new ways to buy and sell groups of mortgages. One of the ways that the lenders protected themselves from economic trouble was by creating complex financial vehicles called credit default swaps (CDS). These CDSs could be created without collateral – that is, without proving that there was anything of value to be sold in case the investment went wrong – and thus they were at higher risk for a default. These junk bonds, accurately named because they were groups of mortgages that were without value (hence “junk”), were often quickly bundled with other similar loans and sold in large amounts to larger companies who were investing on the continued growth of the value of real estate in the United States.[6]

Just like the creation of new banks and lenders looks like the expansion of charter schools, so too does the creation of CDS look like the persistent closing and combining happening among charter schools. Time and again failing charter schools are merged into larger existing entities, in much the way Lehman Brothers sopped up smaller banks in order to bundle their mortgage assets.

The national White Hat Management group’s Cleveland experiment is an example of how deregulation and recombination make it difficult to monitor the effectiveness of individual schools. White Hat management ran into legal difficulties, accused of being beholden to particular publishers and vendors, rather than operating independently. Instead of amending their practices, they chose to sell major operations to a Pansophic education (founded by the same people who helped found the charter school system K12) which overnight became one of the largest charter school sponsors in the state of Ohio[7].

Other national vendors of charter schools, such as K12 and KIPP, have expanded through a combination of opening new branches and purchasing or absorbing existing charter schools. This makes it impossible to truly gage the effectiveness of the schools. In 2014, the law in Ohio called for charter schools to release their state report cards in their third year of existence. The average length of operation of a charter school in Ohio was 2.5 years. On average, schools chose to fold or divest rather than reveal their results. This has the effect of skewing charter school data to look better than it actually is. How? If, in any data set, you allow the option for the low-performers to opt out before being counted, the resulting data is inaccurate. This makes the data, which shows that charter schools tend to slightly underperform public schools on average, even more frightening.

Also in Ohio, the I Can charter school chain – started by former leaders of the well-regarded Breakthrough charter schools – has faced poor results and negative feedback from the public in Cleveland. The chain has additional schools in Akron and Canton and one in Indiana. In response to the poor results, the chain was turned over to Accel Charter School network. In their public statement on the transition, school officials explained that “running quality schools at the state’s $6,000 funding per student is too great a challenge and that they want to be with a larger network to save money.”[8]

“The teachers, the students and the parents will not notice a difference,” said I Can lawyer Jamie Callender, a former state representative for western Lake County.

It is hard to find these words reassuring, given that the transfer happened because of poor results.

 

Profit motive and predatory lending

Another contributing factor to the market crash and resulting recession was the large profit motive leading to predatory lending. Here is how it worked in the banking and mortgage business: mortgage lenders could bundle these mortgages (and the associated risks) and pass them on to banks and bank-replacements. They could – and did – adopt loose underwriting criteria (encouraged by regulators), and some developed aggressive lending practices.[9]

What might this look like in the education world? Much the same as it did in the mortgage world, it might look like charter schools targeting residents of urban areas and promising a new world of opportunities. It might look like glossy postcards and slick advertising campaigns, and promises of access to the internet at home for people who cannot afford it for themselves. It might look like promises of safety and order. It might look like colleges enticing students to borrow beyond their means in the hope of enhanced future earnings. 

It might look like dozens, maybe more than a hundred, for-profit colleges identified as having an unacceptable debt to earnings ratio. This ratio is “how much money typical program graduates are required to spend on student loan payments every year, and how much they earn in the job market two years after graduation.”[10] The administration of President Barack Obama labeled schools with unacceptably high ratios of debt as “profit mills”  – schools designed to create profit for themselves with little concern for their actual benefit to the students. A list of such programs was available at this Department of Education site at the time of publication of this article.

And there is big money to be made. One example of a well-paid executive in the charter school business is Ronald J. Packard, the CEO of K12 Inc. According to SourceWatch, a publication of the Center for Media and Democracy, Packard received compensation of over $19.48 million from 2009 to 20013, almost $4M a year. In 2013, he owned over 2 percent of K12, which had a market cap of around $1.25 billion in September 2013.

Education publication companies are already massive. Pearson, a textbook and testing company, has a market value over $4.5B. McGraw-Hill, according to Reuters, anticipated a valuation of nearly $5B when they offered an initial offering of stock in 2014. A third major educational publishing company, Houghton Mifflin Harcourt, currently is worth about $1.5B. The Chief Executive Officers of these companies are making major deals that will determine how our students and our schools are taught and tested, and their ability to work a deal that is good for the company will be a primary determinant of their value to the company, and the source of their compensation. They are even working in many states, as well as at the federal level, to create mandatory testing. Thus the law will guarantee that their product is purchased. They could be moving from free market salespeople to the sole deliverers of a multi-billion-dollar government mandate.

There is significant economic pressure to deliver a contract, especially a federal contract with billions of dollars.

Well-compensated CEOs, and multi-billion dollar publishing companies are sources of concern. But the mere ability to earn a major profit is not evidence of wrongdoing.

Profit-mill colleges are a bigger concern, but these do not, necessarily, rise to the level of wrongdoing or fraud. They are merely concerns.

However, actual wrongdoing was recently uncovered at Ohio’s ECOT school. This for-profit online k-12 school was cited this September by the Ohio Department of Education for charging the state for higher attendance than the school actually could verify. Online schools are very different from traditional schools, as students do not have to physically show up at school in order to be counted as present. They merely have to log in from home. The problem at ECOT was that they claimed compensation for 9,000 more students than they could prove they had.[11] With about 6,500 students verifiably enrolled, ECOT received an estimated $60M in funding that they did not merit for the school year. This fraudulent claim on taxpayer dollars should be a major concern for taxpayers.

Fortunately, this fraud was caught through oversight, and public records claims would help reveal the same information. Efforts to undermine the transparency of the system could create a system where such schools could hide their efforts to defraud states and taxpayers. In fact, reducing oversight seems to invite poor behavior.

Lack of Oversight

A final important cause of the 2008 economic collapse was that deregulation had led to a serious lack of oversight, which meant that important signs of impending collapse were ignored, or were never seen at all. “In 2007-2010 the lack of transparency in the large market became a concern to regulators as it could pose a systemic risk.”[12]  The Financial Crisis Inquiry Commission concluded that the financial crisis was avoidable and was caused by “widespread failures in financial regulation and supervision.”

In a revealing scene in the movie version of The Big Short, an investor approaches a woman he knows well and who works at the Securities Exchange Commission, which is tasked with overseeing the banking market. He learns she is still providing oversight to these companies, even while she is actually seeking a higher-paying job from them – whichever one will hire her. He asks if there are laws preventing her from moving from a regulatory agency directly into a position with a large bank she was supposed to be investigating. She shrugs. “Since we got our budget cut, we don’t investigate much.”

For now, it is unclear whether the level of oversight is up to the task of managing the level of attempted fraud and poor performance. In addition to the ECOT investigation in Ohio, the Charter School Commission also proved willing to take charters away from low-performing schools.[13] These are positive signs.

Despite these isolated reports of identified fraud, the national move has been to reduce the amount of oversight, rather than increase it. In fact, one legislator, Representative Thomas Massie of Kentucky, introduced a bill to end the Department of Education on December 31, 2018. And while this is likely just a symbolic gesture, the symbolism is not empty in a government with Congress and the White House under the control of one party. The House of Representatives recently scaled back implementation of oversight proposed under the new ESSA law.[14]  The new Secretary of Education, Betsy DeVos, made millions of dollars buying and selling charter school companies, and seems predisposed to favor charter schools over public schools. Just last week Bloomberg reported efforts by Betsy DeVos’ education department to take away protections for students taking out large loans to attend college, including the profit mills described above.

 

So these 5 risk factors, which set the stage for the economic meltdown of 2008, seem to exist in education today: deregulation, “bundling”, profit motive and predatory lending, and the potential for a lack of oversight. But what does that presage?

Just what does a crash in the educational system look like, exactly? It has never happened, as far as we know. And an education, unlike a dollar, is incredibly complex to track and measure. But we can speculate.

It could look like individual communities bilked out of hundreds of thousands of dollars, with state and federal dollars siphoned into the hands of a few corporations, who expand charter schools into additional markets, perhaps with the help of new federal laws. These communities whose public schools will be pitted against charter schools, already perpetually struggling to make ends meet, could find themselves over the next three years hit by a double-whammy of the loss of federal government support for individual programs and a federal hiring freeze, and the specter of funding a charter school system to run in direct competition with their own public system. Bankruptcy and receivership can mean the permanent fiscal end to a community, as inhabitants pack up and move away, or it can mean incorporation into a neighboring municipality.

The losses here, however, are perhaps as significant as they hard to measure.

On an individual scale the losses might be even worse than mere dollars and cents. Losing two or three years of a child’s education, as well-intentioned parents direct their children into profit-mill schools, can actually have a measurably devastating effect on a student. These schools often hire untrained and uncertificated teachers, or teachers who have been unable to find or keep work in other schools. We know that being assigned to an ineffective teacher for three consecutive years results in a 50% lower performance at the end of the three years than similar peers taught by the best teachers.[15]   We know that the lack of ties to a community that comes from answering to a private board rather than a public one can create a loss of identity for students and the community. What is the effect of schools that continually close, reorganize, and open again? How can they build continuity of relationships, standards and expectations, professional growth among teachers and administrators? What happens to students treated like widgets, or worse? What happens to the communities as these students grow up feeling a little less connected, a little less educated, a little less prepared for the future?

The housing bubble, and the resulting market crash, had devastating effects on people’s homes and lives. Billions of dollars were lost. The economy lost millions of jobs. People had to move from their homes. It was devastating. Money, however, can be earned back over time. The cost of thousands of lost educations, as corporations populate laboratory charter schools with our next generation, and those schools churn and change hands every couple of years, is incalculable.

 

[1] Sorkin, Andrew Ross. “Lehman Files for Bankruptcy; Merrill Is Sold.” Editorial. NY Times 25 Sept. 2008: n. pag. The New York Times. The New York Times, 14 Sept. 2008. Web. 16 Apr. 2017.

[2] https://www.forbes.com/2008/12/31/housing-bubble-crash-oped-cx_bb_0102bartlett.html

[3] https://georgewbush-whitehouse.archives.gov/news/releases/2004/08/20040809-9.html

[4] http://www.miamiherald.com/news/politics-government/state-politics/article144515349.html

[5] https://en.wikipedia.org/wiki/Financial_crisis_of_2007%E2%80%932008

[6] https://en.wikipedia.org/wiki/Credit_default_swap

[7] http://www.ohio.com/news/break-news/white-hat-management-reportedly-selling-ohio-charter-school-operations-to-out-of-state-company-1.599723

[8] http://www.cleveland.com/metro/index.ssf/2017/03/i_can_charter_schools_turned_o.html

[9] https://en.wikipedia.org/wiki/Financial_crisis_of_2007%E2%80%932008

[10] https://www.nytimes.com/2017/01/13/upshot/harvard-too-obamas-final-push-to-catch-predatory-colleges-is-revealing.html?_r=0

[11]http://www.cleveland.com/metro/index.ssf/2016/09/ecot_attendance_inflated_by_9000_students_audit_finds_60_million_in_state_funding_in_jeopardy.html

 [12] https://en.wikipedia.org/wiki/Credit_default_swap

[13]http://www.cleveland.com/metro/index.ssf/2016/10/state_will_take_charter_schools_away_from_21_sponsors_slapped_with_poor_ratings.html

[14] http://www.npr.org/sections/ed/2017/02/09/514148945/about-that-bill-abolishing-the-department-of-education

[15] http://thehiddencostsoftenure.com/stories/?prcss=display&id=266542

Summer Homework: The Debate is Over

-by Jack M. Jose

Every spring, conversations erupt in PTO meetings and team conferences about summer homework, and conflict blooms like forsythia bushes. It is a predictable pattern. Overworked parents, stressed students, concerned teachers join educational activists like Alfie Kohn[1] to make a strong and rational case: let children be children, especially in the summer.

The Heart Says …

How true this feels! There is no debate that summer holds a romantic place in the memories of our childhood, spending leisurely days catching crayfish in the creek, playing whiffle ball outside until the streetlights came on, and the evening giving way to long nights spent chasing fireflies. 90 days free from concerns about school, free from responsibilities, unencumbered by deadlines and chores. The description is so fanciful that it seems almost mythical, and our love for our children is so great that we can’t imagine a childhood bereft  of these idyllic landscapes.

Children use summer, and any length of available time, to create and to explore. With vast amounts of time and resources, they can build and learn in new ways. They can explore their bookshelves to find lost treasures of favorite books from the past, or stay up late in the evening building a new model or sorting cards acquired during the day.

The Data Says …

This is a lovely argument. One would surely be evil to suggest tampering with this particular Degas painting of summer! And for some students, perhaps as many as 30% of them residing in the top brackets of socio-economic status (SES) in the US, this might be their reality.

However, when it comes to the skill that is the building block of all learning – reading – summer homework is a necessary way to help our students achieve their greatest potential. It turns out that during that long summer away from the structure and routine of school instruction and work, students lose some of the skills they gained during the year. There is no dispute about summer slide – the fact that summer away from school results in a loss in reading skill, on average a month’s loss. In fact, through the average summer, this can create a “3-month gap in reading scores between middle- and low-income children.”[2] And the gap between low-income and high-income students is even more pronounced. This happens as middle-income children maintain the reading level they had in May, while low-income students slide and high-income students continue to grow.

Worse yet, at the high school level, we are often trying to offset differences and deficits that were years in the making. An oft-cited Johns Hopkins meta study on summer slide reveals that “prior to high school, the achievement gap by family SES traces substantially to unequal learning opportunities in children’s home and community environments,”[3] and shows that this gap can become the equivalent of several years’ gains in reading.

So “summers off” is a plan, but only if we are content to accept that a child’s parent’s income should determine that, at the end of the educational process, some children should be several grade levels ahead of others in reading skill. We believe that a strong education serves to limit our differences, and to provide each graduate with an equal opportunity for success. From there, a person’s effort, grit, and creativity should be the primary determinants of their success. Education, especially public education, should not content itself with perpetuating advantages provided by socio-economic status. Nor should we be in the business of reinforcing disadvantages among these groups.

Putting the Studies in Perspective

We understand that these studies are discussing averages, and trends over time, not describing individual families. The habits in a particular household are not determined by the parent’s income level. A studious low-income parent can help their child resist this trend, while a wealthy parent who provides no summer enrichment for their child can set them up for the type of slide that the studies suggest they will not experience. These are not absolute truths, but rather large-scale trends that we would ignore at our own peril.

The Johns Hopkins study cited earlier suggests that school might well be the answer to address this inequality. “[W]ith learning gains across social lines more nearly equal during the school year, the experience of schooling tends to offset the unequalizing press of children’s out-of-school learning environments.” So socio-economic differences at home can create large gaps in student achievement, and school can offset that gap by improving growth and academic performance for all students.

This position creates challenging conversations, especially in a diverse school like Gamble Montessori. Some of our students, 15% or so, have parents who are college educated professionals. More of our students’ parents are working-class, who despite their hard work and full employment qualify for the free or reduced-price lunch – our best measure of students living at or near the poverty line. Finally, a large percentage of our students live in poverty. Each spring, one or more of our college-educated, active, and involved parents who have time and inclination to join our PTO or Instructional Leadership Team, make the case against summer homework. They make it passionately, in much the same terms as it is made in the opening paragraphs of this essay. It is a compelling argument for a lot of reasons, but mostly because it is likely be true for their child. They are right to make this argument and to raise these important questions, and I welcome their involvement in the discussion.

It was in one of these meetings two years ago where I realized the nature of the argument against summer homework, but I could not find a gentle way to word it. Finally, I decided on asking simply this: “Are we suggesting that we should only give summer homework to the poor kids?” The answer is, of course, no.

So if we know that summer homework helps our poorest readers, and we know that it does no harm to our best readers, except for infringing upon the idyllic summer that we recall, how can we do summer homework well, so it meets the needs of all of our children and families? Here is our best answer.

Doing Summer Homework Right – For Everyone

With the help of the parents, our Instructional Leadership Team set out to right-size summer homework so that it would encourage and foster the growth of skills among all of our students, without eliminating the magic of summer for any of them. In doing so, we set some parameters, asking ourselves, how do we measure the work to determine whether it was just the right amount? The parameters we discuss divide the rest of the conversation below: the amount of time it took to complete, the number of subjects we covered, its value in the class for which it was assigned, whether it was new or review work, and its role in helping a child develop skills that relate to success beyond school such as managing their time and meeting deadlines.

imgresTime

To make the rest of the conversation possible, we had to first set limits on the amount of time a child should have to spend completing homework. More than one conscientious parent had shared with us the story of their child, who struggled with homework in general, spending many summer nights figuratively chained to their kitchen tables, crying at the weight of the work. This was no one’s idea of a summer well spent.

After some debate, we concluded, without basis in any scientific research, that 40 or so hours was right for an entire summer’s worth of school work. With June, July, and about half of August comprising summer, this meant about 50 minutes a day. This seemed a reasonable amount of time over the summer. Not intrusive, just a regular checking in to keep the skills sharp. Once this number was proposed, there was little further official discussion, though away from the table the question is still alive. We generally agreed that this felt right.

Subjects

The summer slide research cited above focuses on reading skills. A RAND corporation study cites the research of Cooper and Nye (1996) that determined “summer learning loss was greater, on average, in math than in reading,” and that this was more consistent across socio-economic lines than was the reading slide. It was reasonable to expect that reading was the skill that students were MOST likely to use in the summer. Therefore, a thoughtful summer homework program would involve all core subjects.

Again, we applied the cap of 40 hours total, which left 10 or 8 hours, depending on the grade of the student and whether foreign language work was included.

Connection to class / function

A common complaint among students, and a very valid one, was that their summer homework assignments languished on the teacher’s desk and had no connection to what they were covering in class. I knew, from discussions with teachers, that this was indeed the case. Papers would sit on their desks, or in briefcases or files, for weeks and weeks, checked in but not graded.

Apparently, both students and teachers saw summer homework as meaningless busywork!

Some teachers were magnifying the impression by not grading and returning the work promptly, other than to indicate whether it was complete. Worse yet, no connections were being made between the work they did over the summer and the work that was to be completed in class the first few weeks. Small wonder that year after year we struggled to get students to complete this work!

So at Gamble we added a stipulation that summer homework had to relate directly to instruction the first two weeks of the school year. This served the purpose of emphasizing its importance, while helping to explain why there was a deadline at all.

New vs Review Content

The term “summer slide” indicates the loss of existing knowledge. If this is what we were attempting to avoid through the administration of summer homework, then we had to assign work that was not new. The first year we reviewed our summer homework through this lens, the work seemed nearly impossible, especially in math. In addition to a short review of the previous year’s skills, much of the work in our existing summer homework covered topics (albeit in introductory form) that our students had not been exposed to in the classroom. Especially in math, this seemed counter-intuitive, and the math teachers at the table immediately agreed to change it. How can we justify grading students for doing quality work on problem types that they have never seen before?

We set the expectation moving forward that work was meant to be a review, and not for new content. Of course, students could read new books, and apply their grade-level reading skills to new texts, but in science and math, summer was not the time to try to add new skills without the aid of a teacher or guide.

Timing / Executive Function

Of course, we found that two types of students completely undermined our plans: the procrastinators, and the planners. One year, my last in the classroom, we handed the summer homework out a week prior to dismissal. One the last day, Lisa approached me, “Here, Mr. Jose.” She handed me a folder, inside were several stapled packets. “What’s this, Lisa?” I asked.

“My summer homework,” she said, matter-of-factly. “Math and science on the left, English and social studies on the right.”

“Umm,” I tried to buy time. “I, uh, don’t really have a place to put this right now, it’s due in, what, August? So,” I handed the folder back. “I’m going to have to ask you to hold on to this.” Lisa was a planner, and she was not about to let the few last days of packing up rooms and free time in some classes go by unused. She had completed her summer homework, she told me, mostly in the classrooms of other teachers, some of whom were showing movies or not providing work at the conclusion of final exams.

Our procrastinators are a different kind of problem. These are the students who plan on having the opportunity in the first weeks of school to complete all of their summer homework. I’ve worked in schools where those students were held in the auditorium or some classroom until they completed the work, or even suspended, not allowed to join their classmates for the opening days of instruction. While this may have provided a strong message that summer homework was required, it really undermined our message that what happens in the classrooms in the opening days is essential to a successful year, and sets those students up for failure. These same procrastinators could rightly argue in some cases, as explained above, that since the work was not graded anyway, they should not rightfully receive a deduction for completing it near the end of the first quarter. (This was part of the reason we instituted the expectation that teachers would utilize the work in a meaningful way in the first weeks of class. In this way, students were rewarded for doing the work, the significance of the class time was upheld, and students’ grades would be appropriately harmed not by an arbitrary grade given by a teacher, but by their own lack of having completed the requisite work.)

These students, both the planners and the procrastinators, lost the primary executive function practice that can be gained from summer homework. Done consistently, these periods of student work can not only erase summer slide, but can reinforce schedule-making and time-management skills among students. This is the hidden goal of summer homework, and the advantage to all students: practicing your ability to manage your time helps promote self-efficacy and leads to greater success far beyond the classroom.

One thing that every student gains from summer homework, if done well, are the skills that collectively are called executive functioning, some of which are: planning and organizing, managing time, strategizing, remembering details, making corrections, and knowing when – and who – to ask for help. The best summer homework structure that I have seen for this is one that we have not implemented at Gamble, but was required of students at Clark Montessori. The work was to be mailed in at certain intervals in the summer. The beauty of their plan was that it helped structure the summer, and developed executive function. It worked to the strengths of the planner, and to eliminate the weaknesses of the procrastinator.

While this obviously served to help the teacher manage the grading load, the effect on the students was even more pronounced. To make this work, students had to plan their summer a little more meticulously, figuring out when and how they were going to complete this work. Instead of cramming it in to one or two weeks just before school started, this plan required students to do the very thing that prevented summer slide: to do their work periodically and summon those same skills repeatedly over time. Students were required to not only complete the homework, but to manage a range of skills that would serve them in many other places in life.

In Conclusion / In Perspective

Summer homework is not a villain, stealing away summer from our children. Nor is it a panacea, for while it does save our students from regression and the achievement gap, it comes at a cost. Done correctly, summer homework is a meaningful review of work that bridges the gap between last year and next, while helping a student develop the management skills needed to not just pass a class, but to structure the more complex projects that lie ahead of them.

In his instructive work The Conditions of Flow, Mihaly Csikszentmihalyi points out that periods of intense engagement heighten the sense of value of the time around the event itself. Put another way, moments of structured time in the summer could, in fact, help make the rest of the time seem more precious in context. The flipside of the perfect summer, with the whole time idled away, is the moment of terror the day before school begins again, and the inability to remember what happened as the days melted into a blur of hours lost doing whatever came to mind. The summer best spent is with a mix of structured and unstructured time; time to do the things that need to be done, and time to discover what wants to be done. In fact, the summer well spent might look like a good spring break.

[1] http://www.alfiekohn.org/blogs/summer/

[2] http://www.cslpreads.org/wp-content/uploads/2014/10/CSLP-Summer-Reading-White-Paper-2015.pdf

[3] http://www.ewa.org/sites/main/files/file-attachments/summer_learning_gap-2.pdf

The Systemic Problem of Teacher Burnout

Last week, my students and I were out of the building on a field experience. As our speaker wrapped up, he called on one final student who had his hand-raised. The student said, “I’d like to acknowledge you for taking the time to talk to us today and for answering all our questions.”

Acknowledgments are a regular practice at Gamble, and I typically ask students to provide acknowledgments for our hosts at the conclusion of our field experiences.  This time, I had forgotten.  But Peter had not.

When Carissa, who was sitting next to me, heard Peter’s unprompted acknowledgment, she turned to me, smiling, and whispered, “That means you’re doing your job right, you know.”

She didn’t know it, but her statement was akin to throwing me a lifeline. You see, it was just two days before spring break, and I was running from the specter of teacher burnout and losing ground fast. It was a race to the finish to see which would break first – the school year, or me.

Burnout is defined as “exhaustion of physical or emotional strength or motivation usually as a result of prolonged stress or frustration.” (Mirriam-Webster)

Teacher burnout is described in many ways, but I found this list of warning signs to be particularly helpful.[1]

  • Exhaustion – a fatigue so deep that there’s no way to “turn it off”
  • Extreme graveness –Realizing you go hours without smiling or laughing
  • Anxiety – The constant, nagging feeling that you can and should do more
  • Being overwhelmed – Questioning how you can possibly add one more task, expectation, or mandate to your plate
  • Seeking —Losing your creativity, imagination, patience, and enthusiasm
  • Isolation –Wanting to head for the deepest, darkest cave where no one will see your vulnerability

The stress and exhaustion of teaching is well documented. A recent Gallup poll indicates that 46% of teachers experience high levels of daily stress. This is on par with nurses, and tops the list of surveyed occupations.[2]

Another indicator of stress and exhaustion is the statistic that 43% of teachers sleep an average of six or fewer hours a night.[3] It’s little wonder then that “sleep” was the number one response my colleagues provided in answer to the question, “What are you most looking forward to about spring break?”

This continual stress and exhaustion leads to burnout, but teacher burnout is more than just a problem for individual teachers and schools. It is so pervasive that it has profound impacts on the profession as a whole.

NPR cites the following concerning statistics: [4]

  • 8% of teachers leave the field each year; only one-third of this attrition is due to retirement
  • 50% of the teaching profession turns over every 7 years
  • 40-50% of teachers leave the profession within the first five years.
  • Enrollment in teacher-training programs has fallen 35% in the past five years; a loss of 240,000 teachers

What exactly is it that causes such high levels of stress in teaching? Those who are not in the field of education are often stymied by this. “Seven hour school days and all major holidays and summers off,” they reason. “What’s so stressful about that?”

However, the difference between the working hours obligated by the contract (as described above) and the fulfillment of the contractual requirements of the job (as described below) is profound. I used to count my work hours each week, but after spending a year consistently tallying 65-70 hour weeks, I stopped counting. It was too overwhelming. And I’m not different from any of my colleagues. All of us work a tremendous number of hours beyond our contractual obligation. Some of this is expected. No one goes into teaching actually believing that the work will be contained within school hours, but how does a contracted thirty-five hour week balloon into seventy hours of work?

Let’s begin with the school day. For me, five of the seven hours each day are spent actively teaching. I am fortunate to have two “planning bells” each day; however one of these is used every day for different variations of team meetings, and the other one is almost always consumed by parent conferences or other meetings. On average, I have one bell (50 minutes) a week that I can actually use to plan.

During my half hour lunch, I open my classroom to students who need help with their work, or who are just seeking a calmer and quieter option than the cafeteria. I eat and work. Sometimes I forget to eat.

I have meetings after school every day with the exception of Fridays, and the third Thursday of the month. These meetings run for 60-90 minutes. Sometimes I have back-to-back after-school meetings.

All of the remaining requirements of teaching must occur outside of the time already listed above. These requirements include:

  • Designing curriculum
  • Writing lesson plans
  • Creating materials
  • Preparing the classroom
  • Grading student work
  • Entering grades
  • Discipline logging
  • Making parent phone calls
  • Completing paperwork (SLOs, IEPs, ETRs, 504s, WEPs, 90 Day Plans, … )
  • Copying
  • Stapling
  • Hole punching …

My friends in business can’t understand. They ask me why I don’t just delegate some of this work. “Delegate?!” I laugh. “To whom??” Teachers are at the bottom of food chain; most of us have no one to whom to delegate. (I am fortunate to have a paraprofessional on my team; however she is shared by seven teachers, so her time is spread very thin.)

There are additional stressors beyond those of limited time as well. Some commonly cited external factors are:[5]

  • Lack of resources
  • Low pay
  • Test score pressure
  • Changing assessments and expectations
  • Lack of parental involvement
  • Ever-increasing paperwork requirements

It’s not a mystery why fewer and fewer college graduates are choosing to become teachers. Those who do choose to enter the field of education join dedicated veteran teachers in seeing teaching as more than just a job. For most, teaching is a calling or a purpose.

Anything that is seen not just as a profession, but as a vocation, a mission, a passion, and a purpose requires an internal fire to fuel it. And all fires run the risk of being extinguished.

There is precious little fire-feeding oxygen left in American education, and this is showing up in extraordinarily high rates of burnout and teacher turnover.

So what can we do about it?

When I turned to the internet for answers, I was startled by what I found. There was certainly no dearth of advice, but all of it placed the responsibility for solving burnout on the struggling teacher herself, – “Teacher, heal thyself!”

“5 Ways to Prevent Teacher Burnout”

“6 Signs of, and Solutions for, Teacher Burnout”

“7 Self-Care Strategies”

“10 Steps to Avoiding Teacher Burnout”

And my personal favorite …

25 Tips to Reduce Teacher Burnout”

Because that’s just what a stressed-out and overwhelmed teacher needs – 25 more things to add to her to-do list. Number 2 on that list, by the way, is “Smile.”

The message that these types of articles are sending is that burnout is a failure of the teacher to properly take care of herself.

I would be remiss if I failed to note that each of the suggestions on all of those lists are good ways to encourage people to take care of themselves, and they place the locus of control with the teacher, which is empowering. My issue, however, is two-fold: these articles attempt to treat the symptoms and not the problem, and they ask the teacher whose internal fire is dying to re-kindle her own flame, when she is likely the person least able to do this.

Let’s start with the problem. I am often told that I “shouldn’t work so hard.” That’s a nice platitude, but I find it profoundly frustrating because when I ask which part of my job requirements I should fail to complete, or complete with marginal quality, in order to save myself some time, I never get an answer.

I often say that the greatest challenge of teaching should be educating the students in our classrooms. That’s a hard job all by itself for a wide-variety of reasons. When it is made harder by policies, inefficiencies, and bureaucracy, we have done everyone involved a grave disservice. I have previously written about the seemingly insurmountable challenges placed on teachers by educational legislation here and here.

A friend of mine who has studied organizational management had this to say regarding teacher burnout, “I think with what we are asking of teachers the question is, ‘How could teachers not be burned out, and how can all of us (administrators, community members, school boards) help to combat this?’”

And that’s just it. If education is important to our society, then teachers must be deemed important as well, and all of us must help to solve the societal problem of teacher burnout. Our children need good teachers, and good teachers work very hard. Keeping them in the profession is a shared responsibility.

Some action steps:

  • Vote for school levies, even if you don’t have a child in school – resources, especially as related to staffing (the greatest single expense), are key.
  • Speak out against the school reform madness – especially if you are a parent in an affluent school district.
  • Don’t participate in teacher or school bashing, or allow others to do the same – the vast majority of parents are happy with their child’s teacher and school. The narrative that America has a preponderance of bad teachers and bad schools is simply not upheld by data.
  • Demand that your local school board set decent wages for teachers, and that they provide appropriate cost of living increases.
  • Support your child’s teacher – give the benefit of the doubt, encourage your child to develop independence, and nurture his or her self-advocacy skills before getting involved in potential school conflicts (see The Gift of Failure)
  • Acknowledge teachers for the positive work that they do – better yet share these acknowledgments with administrators. Parents with complaints readily share their concerns with administration; positive comments should be shared as well.
  • Don’t tell a teacher to “take time for herself – sleep, exercise, meditate, invite a friend for lunch, smile” unless you’re willing to help take something off her plate that allows her to do that.
  • If you know a teacher, ask how you can help – anyone can cut, collate, staple, hole punch.
  • Say thank you – again and again and again. This is why we do what we do.

I remain hopeful that those things can make a difference, but I don’t have much faith that the epidemic of teacher burnout will change soon. The anti-education “school reform” movement is powerful. It will take time to weaken its death grip on the throat of public schools.

But in the interim, all is not lost. Who better to support burning out teachers than those who know the industry the best – teachers. We are all on fire, but we burn with different levels of brightness at different times. We can each use our spark to help kindle the dwindling embers of another’s fire. A wise teacher I know said, “When we become a true community of educators in our building and in larger society, I find that I am not the island.”

Catherine McTamaney writes about this same thing in her book, A Delicate Task. “Teaching is hard. [We] are asked to give up so much of ourselves, to make ourselves humble and lowly before the child, to be servants, to be scientists, to be saints … but there are others on the path with us. We can lean on each other. We can walk in each other’s footsteps. Sometimes we’re at the front of the path. Sometimes we’re following another traveler. Sometimes we’re resting … Sometimes we’re so far ahead or behind that we can’t even see each other anymore. But we’re not alone. We are each other’s navigational stars.”[6]

To be “each other’s navigational stars,” we have to be connected to one another, and we have to pay attention to one another. While I believe that all teachers can help each other to combat burnout, my interpretation is that this work should fall most heavily on veteran teachers, mentor teachers, building leadership, and administration.

In supporting each other, we must not simply be content to provide inspiration. We must work to create environments that make teaching easier without sacrificing the best interests of our students. Here are some of the in-building supports that teachers say help them to be more resilient.

  • Leadership that is supportive and non-punitive
  • Having someone willing to slow down and listen when they have a concern
  • The provision of more time to allow for planning and collaboration
  • Work that is equitably shared by everyone
  • Meeting time spent to facilitate efficiency and effectiveness in the classroom, not to create additional work
  • Good communication
  • Consistent expectations
  • Follow-through: being able to trust that what was agreed upon will occur
  • Celebration of successes
  • Acknowledgment of good work

In my role as team leader, I’ve recently initiated a process to try and help with some of this. For each of the last two quarters, I’ve met one-on-one with every member of my team. To prepare for our meetings I’ve asked them to consider their responses to four questions.

  • What are three things you want to brag about from this quarter?
  • What is your current burning issue?
  • How can I help?
  • What I can do to be more effective in my role as team leader?

We’ve had some rich conversations, and I’ve gotten to know each of them better, but my great hope is that I’ve helped them to see the value in what they do, and to examine how they can keep improving.

The hardest question is always “What are three things you want to brag about?” At just about every conference, I hear, “I can’t think of three.” My response? “Yes, you can. Think harder.” And they do.

Asking them to identify a burning issue is the same thing as saying, “What do you most want to improve?” – except somehow it feels more approachable.

How can I help?”  is my favorite of the four questions. I’ve learned that it is much more powerful than its more common counterpart, “Let me know if I can help.” The latter provides an option to decline by omission; the former does not. If I ask about a burning issue and then don’t seek ways to help, I am essentially saying, “I see you struggling. Best of luck to you!”

The final question is purely selfish. I simply want to know how to get better at what I do.

I have only just begun this process, so I cannot say how effective it will prove to be in the long run, but I’ve gotten short-term positive feedback. Recently, I offered the opportunity to correspond via email if scheduling meetings took too much precious time. In response to this, one of my colleagues said, “Oh no. I wouldn’t want to give up the deliciousness of that meeting with you.” While I can’t say whether or not our meeting was “delicious,” we did have a powerful dialogue.

No single strategy will suffice to fix the great challenges and stressors in education. Teachers must remember, sometimes through the fog and the haze of exhaustion, that it’s really all about the students. The students are the most powerful motivators and sustainers of all. I, like many teachers, keep a file full of notes like this one.

We must remind ourselves, and each other, every day if necessary, that the work we do matters.

As Carissa said, “That means you’re doing your job right, you know.”

Hold on to those lifelines. Write them down. Remember them, and help each other to see them.  Keep those fires burning.

 

 

[1] Pillars, Wendi. “Six Signs Of—and Solutions For—Teacher Burnout.” Education Week Teacher. N.p., 29 Apr. 2016. Web. 26 Mar. 2017.

[2] Turner, Cory. “Teachers Are Stressed, And That Should Stress Us All.” NPR. NPR, 30 Dec. 2016. Web. 26 Mar. 2017.

[3] Stuart, Dave, Jr. “Not Getting Enough Sleep? Tired Teachers Aren’t Usually the Best Teachers.” NEA Today. National Education Association, 21 Feb. 2017. Web. 28 Mar. 2017.

[4] Westervelt, Eric. “Frustration. Burnout. Attrition. It’s Time To Address The National Teacher Shortage.” NPR. NPR, 15 Sept. 2016. Web. 26 Mar. 2017.

[5] “Surviving Teacher Burnout.” NEA Today. N.p., 01 Feb. 2015. Web. 26 Mar. 2017.

[6] Edd, Catherine Mctamaney. Delicate Task: Teaching and Learning on a Montessori Path. Place of Publication Not Identified: IUniverse Com, 2012. Print. p.xv.

 

We’re Writing A Book!!

Hello Angels and Superheroes!

If you are getting this in your email, thank you for being one of our almost 200 subscribers. We are excited to be on this journey with you. Our recent reader survey revealed that many of you not only read the articles regularly, but you also forward and discuss them with friends and co-workers. We are grateful that we are able to create something you find valuable enough to share.

This has been a tremendous experience, and a big challenge. When we embarked on this process, we saw it as a way to aggregate and celebrate the work we have done with our friends and co-workers at Gamble Montessori and in Cincinnati. We also had a bigger, and more secret dream. A dream that is now coming true.

We have signed a contract with the publisher Rowman & Littlefield to write a book with the working title, Angels and Superheroes: Teaching the Whole Child in an Era of Accountability.

A book!

A publisher!

Early artist’s rendering of future book. (Not to scale.)

The process has been fascinating. Encouraged by friends and readers, and our own belief in our student-centered approach to education, we  embarked on this voyage in October of 2014. At a break in a conference where we were presenting, the idea of a book surfaced, as a way to catalogue the important ways that Gamble didn’t seem to be just another school. Then 15 months ago we started the blog. We had a notion that these two works were related, but we initially wrote short blog posts on what we knew and what we believed. Just two professional educators, spitting in the wind. More than 60 posts and nearly 400,000 views later, we are drafting a book.

With advice from a small cadre of wise friends who have published books of their own, we quietly submitted sample chapters and a prospectus to an “A-list” of education publishers who we thought would be receptive to our work, and who we saw as prominent publishers. We were excited to hear positive feedback from Corwin and ASCD, along with a handful of rejection letters. “Thank you for your interest in ____ Publishing.” It was one of these rejection letters, soon after we sent out our prospectuses, that directed us to a company we did not know well, Rowman & Littlefield. We redrafted our work to each set of suggestions from ASCD, Corwin, and Rowman. Ultimately, R&L provided the most enthusiasm and support for our work. The contract landed in our emails on the day we were flying to San Diego to present at the American Montessori Society annual conference. That weekend was a whirlwind of emotions – anxiety about our presentation and the upcoming work, time with prominent Montessori educators – and the excitement of a dream coming true.

With this new work ahead of us, finishing this book by December 2017, we need to make some changes with the blog. To this point we have been writing a new entry each week, averaging almost 2,500 words for each one. Between us, we were writing the equivalent of a chapter a month over a wide range of topics. Now that we are under contract to write actual chapters (to an actual book!), we have revised our publishing schedule. Starting in April, we will begin to alternate new material with pre-published posts. “Classic A&S.” We will curate the older posts, selecting them to appear at an appropriate or significant time for each. We will work in some way to identify to the reader which are pre-published by incorporating a short introduction explaining this.

We are also working to make some other changes to the website to make it easier to search and navigate, and to increase the number of subscribers with some rewards and useful resources, keeping all of our content available to current subscribers.

As we said before, we are excited to be on this journey with you. Many of you are friends, family, and like-family, who have been traveling with us for some time. Your support and encouragement means the world to us. We continue to believe that none of us are angels or superheroes. That, in fact, we are just dedicated people who work hard as a community to find the best way to teach each child who walks through our door. Together we can accomplish a lot. Teachers, parents, students, administrators, entrepreneurs, paraprofessionals – inspiring each other, learning from each other, challenging each other to be the best we can be.

Perhaps, in thinking about it this way, we are ALL angels and superheroes.

Thanks for being on the path with us.

– Jack and Krista

The Militarized Classroom

In early October I received a postcard-sized advertisement in my mail at school. This is common. Each week I receive a dozen or more postcard advertisements, full size color brochures, and even catalogs for anything you can imagine that can be marketed to schools. This one stood out. It was for a whiteboard on wheels, for classrooms.

It was bulletproof.

A bulletproof whiteboard on wheels. For classrooms.

The ad implied that with the right purchase, I could save lives. It implied that one of my responsibilities as a school leader was to prepare for the unthinkable, and that any resource not spent in that endeavor was wasted.

The other advertisements got tossed, unopened, into the recycling bin. This one got propped up against my desk clock. I would look at it and seethe. The rush of adrenaline was palpable each time it caught my eye. It took me weeks before I could figure out why that postcard made me so angry.

It said: you aren’t doing enough.

It said: you aren’t doing enough to protect children.

It said: violence at school is not an aberration. It is something for which you must prepare.

Worse yet, it pointed to misdirected priorities, and an abdication of our primary role as educators. We know that school shootings are most often perpetrated by students who attend the school. The message was that rather than find a way to connect each child to the community, we must instead accept that one or more of them are inevitably going to want to hurt us.

It said: we must plan to protect ourselves from our children.

I know the statistics[1]. How many children are shot in schools each year. How often the principal is among the targeted people. How the number of school shootings has increased in recent years, in coincidental tandem with an increase in gun sales, and in similar tandem with the use of standardized test scores to rate schools.

This postcard said: it is too hard to figure out why it is happening. Just accept it, and make sure you are ready when it happens to you. When it happens to you.

That there can be violence at school is not news to me. I know that there are real threats to our students and schools every day. I know my role, as a school leader, in making sure our students are safe. Most often this means being aware of individual conflicts and working to make sure that they do not boil over into physical conflict. Sometimes it means helping to break up a fight. And I know that sometimes the potential exists for a more dangerous incident.

Several years ago, Cincinnati Public Schools adopted a new protocol to respond to potential shooting incidents.  Called ALiCE, it is a specific set of steps to be taken in case of an event where someone enters the school intent on harming one or more people in the building. It has a reasonable premise that makes it an improvement over the old response model. In the ALiCE response, you can take steps to defend and protect yourself.

ALiCE is, of course, an acronym. It works like this:

A – Alert. When you realize an incident is occurring, you make an announcement to the whole school. You also alert authorities. A sturdy radio box was installed in my main office with a large red button. Pressing that red button quickly handles several tasks: it sets off an alarm in the school that indicates that the building is on lockdown, it immediately connects you, via radio, to emergency dispatch (and, curiously, to every other school that has one of these boxes), it disables the key card readers at the doors and locks the front door, making the building harder to access. It also sends an emergency text to my phone, and I suppose the phones of a CPS security staff. The red button is serious business. I’ve told my office staff they can never press the button without my order, unless I’ve been shot. (More on that later.)

L – Lockdown. Initiated by the red button, or by a PA announcement during drills or non-emergency lockdowns (such as when police notify me they are pursuing an armed suspect in the vicinity of the school), lockdown is a common drill. There is a series of steps that teachers should take in their classroom, mostly to make the room inaccessible and to make it seem empty, and thus not a target.

i – inform. [Note: not a typo. A trademark protection prevents the creators of this system from using all capital letters.] This is where the new system deviates from the old one. The old protocol was that after you were placed on lockdown, you waited under your desk until the voice of an authority figure announced you were safe. Now, with the use of cameras and the PA system, my responsibility is to try and locate the person intending to harm others, and share his location with the whole school. These give important information to teachers, and are also meant to disorient and frustrate the individual attacker.

C – counter. Another innovation in this system is the permission  to “counter” the individual. Instead of sitting passively in a ball under your table, you can act to protect yourself. A disoriented attacker is more likely to fire his gun inaccurately or to move on to an easier target.

E – evacuate. Using the information provided over the PA system, teachers now have the opportunity to decide whether it might be in their best interest to get their class out of the building and away to a safe place – in our case, St. Catherine’s. If they determine that the attacker will not see them, they can exit the building to go to our rally point.

CPS has assured teachers that they can now use their best judgement in an ALiCE event, and will be protected from prosecution if something happens during their evacuation.

This new twist on the protocol prompted an unusual conversation outside of school. Cora is a family friend in the fourth grade at St. Catherine’s, a school on the other side of the park behind our school. At a recent community event, she approached me excitedly. “Mr. Jose, your school is our safe place in case we have to get away from a shooter.”

“Hey, yes, I knew that. Your principal and I agree to that every year. Your school is our safe place.”

She was eager to tell me more, “And, you know what?”

“What?”

“If someone comes in to shoot us, we get to throw things at him!” Her enthusiasm was clear. In a child’s mind, this situation, and the chance at self-defense by throwing a book at an assailant, was a wonderful adventure. These are the sorts of flights of fancy a person’s mind naturally takes in daydreams, or heroic stories they tell themselves and each other while playing. A child tries on certain roles, and then can easily discard them – a police officer, a criminal, the President, a teacher, a superhero. But this self-defense training is an awful intrusion into the world of play for a child. The message that this particular act might not be play one day is damaging. You may have to throw a book to save your life; you might not be safe here; we don’t have bulletproof whiteboards.

This postcard said: it is too hard to figure out why it is happening. Just accept it, and make sure you are ready when it happens to you.

When it happens to you.

When the district adopted this ALiCE protocol as policy, principals were required to attend training to implement it. Designed by our district security and facilities staff, this half-day in a conference room felt a little like officer training. We were given the outlines of ALiCE, with a bevy of statistics. Dozens of students shot and killed in mass victim incidents in Columbine and elsewhere. (This was before Sandy Hook, another school name we should never have heard, but which now haunts our collective consciousness as unspeakable terror.) Individual students shot in dozens more incidents, which gained less publicity, throughout the school year. We learned that time and time again assailants were successful in getting into the school, which is a relatively soft target. We learned terms like “soft target” – which means a building that is not set up to actively defend against unwanted visitors. We called the aggressive student the “perp”, short for “perpetrator.” We learned about “choke points” for student egress, where students can’t all get out quickly and become easier to harm, spots to be avoided during evacuation. We learned that frequently these angry students had easy access to weapons, and they used them to inflict harm on one or more people. We learned that more than half the time, one of the targets was the principal.

I was half joking when I told my staff they could only press the red button if I had been shot. As part of the training, we learned that statistically it is more than just a possibility, in the event of a shooting at my school, that I will be a victim too, along with one or more of my students and staff. Along with the terminology, that night I carried home some of the machismo that was communicated through the training. “It’s okay,” I reassured my wife. “Almost seventy percent of the time when a principal is shot in one of these incidents, he lives.” It took several minutes for her to be able to speak to me, to ask me to vow that I would never joke about that again.

I knew that my actions in the moment could actually save lives, and I took that seriously. This was not news to me. I already believe my actions every day are saving lives, or at least changing them forever.

We were provided a slide show that talked about the history of the ALiCE concept, and the ways that the process might work at any given school. And then we were shown a video.

Slightly grainy black and white, this video was taken from up above the subjects, as if the camera was on the ceiling. Framed on the right side by a shelf of books, it must have been from a library security camera. The movement below a table was confusing at first, then I realized there was a crouching girl in a white sweatshirt, and I knew for sure that I was watching a surveillance video from one of these infamous school shooting incidents. When a male figure entered from the left, I did not need to see anymore. I could not see anymore. I stood, said to no one in particular “I can’t watch this. Get me when it’s over.” Then I walked out of the room.

On my way out, I heard our instructor announce that this was video from Columbine. He named the young man who had just entered the picture, a name too familiar to us now, and I heard the voice of a young woman pleading for her life. Then, thankfully, the door shut behind me, and I sat down on the floor in the hallway, and willed myself not to cry. I was sick to my stomach. Even now, more than three years later, I viscerally experience the intensity of that moment.

I did not need to be convinced of reality. I did not need to be persuaded to do all that I could to protect my students. I did not need to hear the pleas of frightened children, or hear the pop of semi-automatic gunfire in order to take my work seriously. I do not want to become callous to those sounds, or familiar with them. But I still cannot reconcile this strange contrary aspect of my job, the expanded role of protector of my students against immediate threat, and the chief nurturer and educator. Ten minutes later the group took a break and the other principals left the room, subdued.

We know that safety codes and frequent drills work to keep people safe in public buildings. The last death in a public school due to a fire was in the 1950s. Strict building codes have made fires less frequent, and largely eliminated blocked exits and broken signs and signals.  Schools are required to do safety drills continually for a variety of potential threats. Recent changes in the expectations in the state of Ohio have added emergency drills, for the potential of a shooter, to the bevy of fire and tornado drills. In total, we are required to do 14 such safety drills a year – one fire drill each of the 8 months we are in school, one tornado drill each of the three months we are in school during tornado season, and three safety / ALiCE drills.[2]

Teachers take these drills seriously. The questions I am asked come from a desire to understand the policy fully and to implement it effectively. We work to take the drill as a full “dress rehearsal” – if we are to evacuate silently, we do. If we are to crouch or sit, we do, even if just briefly.

I know that these ALiCE drills traumatize my students and my teachers. Several years ago, at a team leader meeting, one teacher was nearly in tears as she sought answers to a question about her windows. To reduce theft, first floor windows were built to only open enough to let air in, but not a person. Likewise, in the event of an emergency, a person could not get out. Her students were going to have questions, and she wanted to get the answers right.

A year earlier, in our old building, an officer knocked loudly on the door of a classroom and identified himself as a school officer. With the teacher’s permission, a student let him in. “Bang!” he yelled. “You are all dead. You can never let anyone in until the all clear has sounded.” Some students laughed. Others jumped and crouched harder in place.

 

Shortly thereafter, when the all-clear had been announced, we called home to have a parent pick up the student who opened the door. She was so distressed that she could not stay in school the rest of the day. Our students understand the nature of violence, and some of them have seen it play out in their lives. Some of them walk home to houses on streets that my teachers suggest are too dangerous to drive down.

This year, Krista related the hard questions her students asked her as they debriefed the drill.

“Why can’t we let someone in?”

The answer? “It might be a hostage situation.”

“What happens if one of us gets shot?”

“I won’t leave you.”

I understand that fires and tornadoes happen. I understand that conflict happens in school.

I can’t understand why shootings occur in school.

Following the devastating shooting at Sandy Hook Elementary school, where 26 students and staff were shot and killed, several parents of the victims created Sandy Hook Promise, a nonprofit organization dedicated to reducing school violence. While they acknowledge that larger solutions need to be taken societally, their approach has been school-based. The emphasis is on providing support for every student, and being aware of the signs of social isolation and aggressive behavior, is the right approach to helping solve the problem. Their awareness video, entitled “Know The Signs”, is a powerful reminder to us to make sure we are vigilant and attentive to the needs of every student. We are inclined, in reviewing the video, to see a perpetrator. But what we see is a child.

Intentionally building community among students, whether in very large high schools or in small elementary schools, is the best way to make sure no student feels so angry and left out that he must make such a dramatic statement.

How do we do that?

  1. Build community into the school. Using specific classes such as advisory, or a team-based approach to schools, allows teachers to intentionally develop a relationship with individual students;
  2. Strengthen access to mental health support. Through hiring counselors and partnerships with mental health agencies students in crisis can be given the individual support they need to get through an individual incident or a long-term mental health concern;
  3. Teach grit, and that it gets better. Let students know that their current personal, academic, and interpersonal concerns are not world-ending. Instead they are temporary, and they have solutions.
  4. Teach empathy. Give everyone the skills and the responsibility to look out for one another. Let them know who to talk to if they are worried about themselves, or if they are worried about someone else.
  5. Offer multiple definitions of “success” in education. Celebrate athletes, artists, academics, and advocacy. This allows for students to be part of the community of the school without having to pursue one or two narrow definitions of what it means to fit in.

In a society where children have nearly unlimited access to every imaginable media, from supportive videos reassuring them that “it gets better,” to destructive videos idolizing and rating school shooters, we cannot put up a barrier to keep problems out. We must instead equip students with the skills and the support to make wise decisions and to look out for one another. The answer is not bulletproof whiteboards. The answer is not ALiCE. These are band-aids as a response to needed heart surgery.

 

 

[1] And here are some of them: https://d3n8a8pro7vhmx.cloudfront.net/promise/pages/17/attachments/original/1445441287/Gun_Facts.pdf?1445441287

[2] https://saferschools.ohio.gov/sites/default/files/HB178-TB15-001%20-%20Flow%20Chart%20-%20final.pdf