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

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.

 

The Real Crisis in Education:An Open Letter to the Department of Education

by Krista Taylor

 

U.S. Secretary of Education Betsy DeVos
U.S. Department of Education
400 Maryland Avenue, SW
Washington, D.C. 20202

Governor John Kasich
Riffe Center, 30th Floor
77 South High Street
Columbus, OH 43215-6117

Superintendent of Public Instruction Paolo DeMaria
Ohio Department of Education
25 South Front Street
Columbus, OH 43215-4183

 

Dear Secretary DeVos, Governor Kasich, and Superintendent DeMaria:

I write to each of you, in my position as a teacher in the Cincinnati Public Schools, to ask for your assistance. I include both federal and state politicians here, as in the past when I had the opportunity to address concerns to a member of the Federal Department of Education, I was told that these issues were under state control, but when, while working as part of a committee examining the Every Student Succeeds Act (ESSA), I addressed the same concerns to members of the State Department of Education, I was told that these issues were under federal control.

As a result, I invite all of you to engage in the conversation together in hope that rather than finger pointing, we can begin to seek solutions.

As we implement new education legislation, I ask that teachers be treated as the experts we are. That we are not just included in the conversation, but that we are leading it. The data demands it, and our children deserve it.

An Artificial Crisis

Politicians and the media have had a field day “exposing,” and attempting to address, what has been described as an educational crisis in America. I, too, believe that we are facing a crisis; however, unlike many in the school reform movement, I do not think that teachers and schools are at the root of this crisis. Rather I think it is the very reform efforts themselves – known generally as the “school accountability movement” — that has caused this concern.

I do not blame the Common Core State Standards. Many people conflate the Common Core State Standards with school accountability measures, but, to be clear, while there are some overlaps between these issues, the CCSS are not to blame in isolation for the challenges we are facing in education today. As a teacher, my personal opinion is that the jury is still out on CCSD, and will remain so until we have experienced several cohorts of students whose education has occurred entirely under CCSD. There are some who believe that this set of standards is not developmentally appropriate for students. This may be, but to be clear, the Standards themselves are merely goals to aim for. I am happy to have a high bar set for both my students and myself, as long as I am given time, support, and resources to attempt to meet that bar, and with the understanding that since students all start at different places, success lies in moving them toward the goal.

The standards are not the problem. The problem is the methodology being used to monitor them.

A Look at the Data

There is a body of information indicating that the supposed “crisis” in American Education has been misreported, and that this myth has been supported and sustained by a repeated skewing of the reported data.

The National Assessment of Educational Progress (NAEP) is a national database that has tracked student progress in reading and math since the early 1970s. It is given to students at ages 9, 13, and 17, and the tests have been carefully monitored for consistency over the course of nearly 40 years. The results of this data indicate that reading and math scores have remained fairly static from year to year, with both increasing somewhat over time. For example, the 2012 data indicated that for thirteen year olds, the average reading scores  increased by 8 raw points and average math scores increased by 21 raw points, since the first data reported in 1978.[1]

This does not look like a crisis at all. The “educational crisis” hysteria has seemed to predominantly come from information comparing United States’ educational data with that from other countries.

Whenever we compare educational outcomes, we must be careful to monitor for external factors – for example, when comparing data internationally, we must take into account that the United States educates and assesses all students until the age of 18; whereas some other countries place students in various forms of tracked models and do not include all of these groups in their testing.

screen-shot-2016-12-24-at-11-53-52-pm
UNICEF’s table on childhood poverty rates in economically advanced countries

Additionally, the United States has a very high child poverty rate. The 2012 UNICEF report listed The United States’ child poverty rate as 34th out of 35 “economically advanced” countries, with only Romania scoring lower.[2]

We know that poverty impacts academic achievement, and this must be taken into account when comparing U.S. scores internationally. For example, when the oft-cited data from the Program for International Assessment (PISA) is disaggregated based on economic status, we can see a trend that clearly indicates that the problem is poverty, rather than instruction.

screen-shot-2016-12-24-at-11-34-24-pm
PISA rankings disaggregated by poverty levels

United States’ schools with fewer than 10% of students living in poverty score higher than any country in the world. Schools with student poverty rates that are less than 24.9% rank 3rd in the world, and schools with poverty rates ranging from 25% to 49.9% rank 10th in the world. However, schools with 50% to 74.9% poverty rates rank much lower – fifth from the bottom. Tragically, schools with 75% or higher poverty rates rank lower in reading scores than any country except Mexico.[3]

Couple this with the 2013 data that indicates that a majority (51%) of public school students live in poverty in this country, and we see the true depth of the actual crisis of poverty, and its impact on education.[4]

A Crisis of Poverty

Schools with the lowest rates of student achievement are typically those with the highest number of disadvantaged students and the fewest available resources. The problem runs deeper than just funding, however. Children living in poverty often have a specialized set of social-emotional and academic needs. Schools with high percentages of economically disadvantaged students cannot be treated in the same manner as more affluent schools.

Education is neither a business nor is it a factory. We do not start with identical raw materials, and act upon them in a systematic way to produce an identical product. In the same vein, we cannot judge instructional efficacy in a single manner, with a single measure, and expect to get a consistent result. Teaching is a service industry, and we work with human capital. There are myriad factors at play that influence what appropriate expectations are for any given student, but poverty is likely the most impactful of these factors.

Children living in poverty are more likely to be coping with what has been labeled “toxic stress”– caused by a high number of identified adverse childhood events. Factors such as death or incarceration of a parent, addiction, mental illness, and abuse, among other things, have been labeled as adverse childhood events. Poverty, itself, is considered to be a type of sustained adverse childhood experience, and it also is a correlate factor, since living in poverty increases the likelihood of experiencing other adverse childhood events.[5]

We know that these types of severe and chronic stress lead to long-term changes in children’s mental and physical development, and that this directly impacts their performance in school. “On an emotional level, toxic stress can make it difficult for children to moderate their responses to disappointments and provocations. A highly sensitive stress-response system constantly on the lookout for threats can produce patterns of behavior that are self-defeating in school: fighting, talking back, acting up, and, more subtly, going through each day perpetually wary of connection with peers or teachers. On a cognitive level, chronically elevated stress can disrupt the development of what are known as executive functions …, which include working memory, attentional control, and cognitive flexibility.”[6]

We know that children living in poverty face greater academic challenges than their middle and upper class counterparts, and yet, instead of helping this situation, the school accountability movement has chosen to vilify the wrong thing (teachers and schools), and has used standardized test scores as the weapon of choice to add insult to injury.

A Moving Target

In Ohio, there have been so many moving pieces at play that it is impossible to get a statistically valid measure. Over the course of the past three years, schools, teachers, and students have had their performance assessed using a different measurement tool each year. The 2013-2014 school year was the final year for assessment using the old Ohio State Standards and the Ohio Achievement Assessments. In the 2014-2015 school year, we switched to a combination of Partnership for Assessment of Readiness for College and Career (PARCC) and American Institute of Research (AIR) assessments based on the Common Core State Standards. Due to the legislation passed which illegalized PARCC administration in the state of Ohio, in the 2015-2016 school year, we administered AIR tests for the full battery of testing. During those same years, Ohio increased the number of grades and subjects areas tested.

In addition to these changes, the identified percentage of correct responses for proficiency on each test has changed each year, and the percentage of students scoring proficient in order to schools to be considered successful in achieving Adequate Yearly Progress (AYP) has also increased each year.

So, the standards have changed, the tests have changed, the acceptable percent of correct responses has changed, the required percentage of students achieving proficiency has changed.

Tell me again why we think this is an accurate and reliable system for measuring student achievement?

It is, therefore, not surprising that scores have remained anything but static. For the 2012-2013 school year, Cincinnati Public Schools was rated as being in “Continuous Improvement,” while the school where I teach was deemed “Excellent.” For the 2015-2016 school year, the Cincinnati Public Schools received four ratings of “F” and 2 ratings of “D,” while the school where I teach received 3 “F” ratings and 2 D ratings. (As a high school program, we are not rated in the area of K-3 Literacy.)

There are only two ways to interpret this. Either, over the course of three years, the quality of instruction has declined precipitously (across a district of nearly 3,000 teachers), or the data is invalid. The former assumption is nonsensical; the latter is terrifying based on the weight this data carries when making educational decisions.

Teacher performance evaluations are linked to test scores, School and district report cards are based almost exclusively on test scores, and, student graduation is based on test scores. But if the tools keep changing and the target keeps moving, how is it even remotely possible to measure improvement?

This concern is compounded by the subjectivity of the scores determined for proficiency – the cut scores are neither norm-referenced nor consistent from year to year.

For the 2015-2016 testing, in reading and math, across all grade levels, the screen-shot-2016-12-24-at-11-42-51-pmpercentage of students projected to score proficient or above ranged from 52-66%. This means that even on tests where students were “most likely to pass,” it was anticipated that only 66% of students would do so, and for other tests this was as low as 52%. For many tests, the reality was significantly worse. Only 21% of students taking Integrated Mathematics (Math 2) across the state were deemed proficient or above, and only 24% of students taking the Geometry test scored proficient or above. This is an awfully broad-scale problem to make the assumption that the issue of concern lies with students and teachers, rather than with the testing itself and with the structure of the system of accountability.[7]

And once again, we see that poverty plays a role in these outcomes. For the 2015-2016 school year, 94% of urban schools in Ohio received ratings of D or F. Because of school accountability, and the high-stakes nature of the tests, scores like these cause the testing pressure to ratchet up. Low scores necessarily result in greater time and resources being spent solely to improve these scores.   Some call this “test preparation;” others call it “teaching to the test.” Testing and school accountability result in too much time spent on testing, and on teaching curriculum that loses much of the flexible, creative, engaging, and in-depth instruction that keeps students engaged in learning and educators engaged in teaching. As one former urban school principal, concerned about the state report card, said during a faculty meeting when a teacher dared question how testing was detracting from her carefully crafted curriculum, “The test IS the curriculum! What are you, STUPID?!?!”

An Unavoidable Outcome

In 2013, the American Federation of Teachers reported that in heavily tested grades, up to fifty hours a year was spent on testing and up to 110 hours a year devoted to test preparation. Schools with high percentages of disadvantaged students bear the greatest weight for this, as they tend to have the greatest required gains in testing outcomes. The Center for American Progress notes that students in urban high schools spend up to 266% more time taking standardized tests than students in suburban schools.[8]

And this is the fundamental problem with school accountability measures. They have caused the American public school system to become overly focused on a single measurement of success, and that measure is most punitive to populations that are already struggling.

Standardized test data is one measure of academic achievement, and as such it is valuable, but it is nothing more than a single data point. However, this data point has become so important that it is driving every other aspect of the educational train.

I want that data point – I want it for each of my students individually, and I want it for my class collectively – because it tells me something. But it doesn’t tell me everything, and we are treating it as if it does. How can the snapshot of a test score – given on a certain day, in a certain amount of time, with a specific type of questioning – tell me more than what I know as a result of working with my students hour after hour, day after day, for 40 weeks? It can’t, of course.

A Teacher’s Plea

Teachers are professionals, and we should be treated as such.

We are required to hold, at minimum, a Bachelor’s degree in teaching one or more subject areas; we also must complete significant amounts of additional training every year, and, at least in Ohio, to submit this to the state for re-licensure every five years. Most importantly, teachers are highly practiced in assessment and interpretation of results through our daily work with students and our careful observation of, and reflection on, student learning .

Education is complicated. Student growth is broad and deep, and sometimes happens in fits and starts and other times grows slowly and consistently. This complex process could never be adequately measured by a series of tests.

I know my students. I know when I am moving too quickly or too slowly, and I know when they are succeeding and when they are struggling. To assume that the state can determine this, and can make judgments on the effectiveness of my instruction based solely on a single measure is folly – especially when we know that students in poverty, the teachers who educate them, and the schools that serve them, will be judged most harshly by these measures. In fact, standardized test scores may tell us very little about a teachers’ impact or a students’ future success.

As Paul Tough writes, “A few years ago, a young economist at Northwestern University named C. Kirabo Jackson began investigating how to measure educators’ effectiveness. In many school systems these days, teachers are assessed based primarily on one data point: the standardized-test scores of their students. Jackson suspected that the true impact teachers had on their students was more complicated than a single test score could reveal… He created a proxy measure for students’ noncognitive ability. Jackson’s new index measured how engaged students were in school – Whether they showed up, whether they misbehaved, and how hard they worked in their classes. Jackson found that this was, remarkably, a better predictor than student’s test scores of whether the students would go on to attend college, a better predictor of adult wages, and a better predictor of future arrests.”[9]

School Accountability measures with their fundamental focus on testing reduces teachers’ ability to focus on nurturing students’ “noncognitive ability,” and this is damaging to students and teachers alike — perhaps irrevocably damaging.

The Every Student Succeeds Act (ESSA) is moving us in the right direction by removing the requirement that teacher evaluations be linked to standardized test outcomes, but it doesn’t go far enough, and it leaves the window open for states to continue this practice.

As a nation, we must move away from our obsession with testing outcomes. The only group that is profiting from this is the testing industry. And with 1.7 billion dollars being spent by states annually on testing, they are, quite literally, profiting, and at the tax payers’ expense.[10]

The most critical solution to this is to untie student, teacher, and school accountability measures from testing outcomes, or to combine these scores with a variety of other measures of success. In addition, we need to dramatically reduce the time spent on testing by requiring tests in fewer grades, or not administering tests every year. No high-performing nation in the world tests all students annually.[11]

An Expert Opinion

We are not in an education crisis. We are in a crisis of poverty that is being exacerbated by the school accountability movement and the testing industry. At best, this movement has been misguided. At worst, it is an intentional set up to bring about the demise of the public education system – mandatory testing designed to produce poor results which leads to greater investment made in test preparation programs provided by the same companies who produce the tests, coupled with a related push for privatization of the educational system. All touted as a means to save us from this false crisis.

Politics, not education, got us into this mess, and it is politics that must get us out of it.

We must not go further down this rabbit hole. The future of our educational system, and the future of our children, is at stake. No one who has not worked in the sector of public education should be making decisions about our school system without careful consideration of the insights of those who will be directly impacted by those decisions.

As we move forward with a new federal administration, and as the state of Ohio makes decisions relative to implementation of ESSA, I beg you to not just include teachers and parents in the discussion, but to ensure that we are the loudest voices in the conversation.

I hope that you will consider the issues raised here, and most importantly, that you will listen to the voices of the teachers and parents who are trying so desperately to be heard.

Thank you for your time. I am happy to engage in the conversation further; feel free to contact me at taylorkrista70@gmail.com

 

Sincerely,

Kristina L. Taylor
Intervention Specialist; Team Leader
James N. Gamble Montessori High School
2015 Educator of the Year

 

[1] “LTT – Select Criteria.” LTT – Select Criteria. National Center for Education Statistics, n.d. Web. 22 Dec. 2016.

[2] Adamson, Peter. Measuring Child Poverty: New League Tables of Child Poverty in the World’s Rich Countries. Florence, Italy: UNICEF Innocenti Research Centre, 2012. Web.

[3] “Access Quality Education: Policy News.” Access Quality Education: Policy News. National Access Network, n.d. Web. 22 Dec. 2016.

[4] Tough, Paul. “How Kids Learn Resilience.” The Atlantic. Atlantic Media Company, June 2016. Web. 22 Dec. 2016.

[5] “Adverse Childhood Experiences (ACE) Study: Leading Determinants of Health.” PsycEXTRA Dataset (2014): 1-5. American Academy of Pediactrics. American Academy of Pediatrics. Web. 20 Dec. 2016.

[6] Tough, Paul. “How Kids Learn Resilience.” The Atlantic. Atlantic Media Company, June 2016. Web. 22 Dec. 2016. p. 3.

[7] Dealer, Patrick O’Donnell The Plain. “Scores on Ohio’s High School Math Tests Much Lower than Expected, Sparking Debate over Graduation Requirements.” Cleveland.com. The Cleveland Plain Dealer, 03 June 2016. Web. 22 Dec. 2016.

[8] Mulholland, Quinn. “The Case Against Standardized Testing.” Harvard Political Review. Harvard Political Review, 05 Nov. 2015. Web. 22 Dec. 2016.

[9] Tough, Paul. “How Kids Learn Resilience.” The Atlantic. Atlantic Media Company, June 2016. Web. 22 Dec. 2016. p. 9.

[10] Mulholland, Quinn. “The Case Against Standardized Testing.” Harvard Political Review. Harvard Political Review, 05 Nov. 2015. Web. 22 Dec. 2016.

[11] @dianeravitch. “No High-Performing Nation in the World Tests Every Student Every Year.”Diane Ravitch’s Blog. N.p., 22 Nov. 2016. Web. 22 Dec. 2016.

The 7 Gateways: The Need for Initiation

— by Krista Taylor

“From the day she was born I knew she was special.”

“Let me tell you about my child. He is special.”

This message is repeated again and again as one family after another stands at the podium and speaks.

This is Meet the Seniors Night. It serves as a kind of kick-off to Senior year, and it is one of my favorite school events.

At this ceremony, the families of every senior stand with their student, and share the important details of their journey with their child … so far. It is the opportunity to speak publicly about what makes each child unique and precious, and to have this noted and honored by the school community.

The words spoken by one parent this year, “Don’t forget that you are as magnificent as you are,” are an accurate summation of the messages given by each parent to each child.

It proclaims: “This child is special.”

And, indeed, she is. And, indeed, he is. And, indeed, they all are.

In his opening remarks at this event, Jack says, “Acknowledgement is love, spoken aloud.”

And, indeed, it is, for throughout the evening, as family after family acknowledges their student, the room becomes palpably filled with pure love.

photo2But this event is about more than just acknowledgment. It is the beginning of the process of letting go and moving on. It is a rite of passage ceremony that marks the beginning of Senior year and embarkment on the final steps of the journey toward graduation.

Rachel Kessler, in her book, The Soul of Education (which identifies “The 7 Gateways to the Soul of Adolescents) notes the importance of these rituals.

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

Erin Wilson, Gamble’s Senior Class Advisor, opens the Meet the Seniors event with this statement, “Rites of passage can take on many forms and are present in many aspects of society, but all mark a person’s transition from one status to another. Rites of passage show what social hierarchies, values and beliefs are important in specific cultures.”

Rite of passage rituals date back to earliest recorded history, but were first presented as a critical and universal cultural process by Arnold van Gennup in 1909. Van Gennep identified these celebrations as a structure that serves to ease the difficult transitions from one life phase to another.[1]

Coming of age, or growing up, is hard. It includes both the act of letting go of childhood and that of assuming the weighty mantle of adulthood. Like many processes, this transition is neither linear nor simple. As children progress through adolescence, they move forward and backwards along the continuum of development – sometimes experimenting with ideas, actions, and relationships beyond their years, and then, just as readily, returning to the safety and comfort of childlike behaviors and roles. Gradually, over time, their forays into the world of adulthood become more frequent, and their retreats to the metaphoric nursery occur less and less often, until they disappear entirely.

This is what makes adolescence such a tender time. In the beginning, children stand poised on one side of a great divide, and then, for a time, they stand unsteadily, with one foot balanced precipitously on each side of this chasm. Ultimately, they are ready to step firmly across to the other side, but this doesn’t happen suddenly, or even all at once, and, as a result, we run the risk of failing to note its occurrence at all.

In the modern, Western world, we have few remaining secular rites of passage marking the transition from adolescence to adulthood; however, according to some scholars, including Kessler, human beings have a psychological need to participate in ceremonies that honor and support life’s transitions. Robert Brain even goes so far as to suggest that the absence of these rituals is fundamentally damaging to both individuals and to society as a whole. “Brain asserts that Western societies do not have initiation at puberty; instead of ritual, we have disturbed teenagers and infantile adults. At the age of eighteen, teenagers are ‘magically’ converted into adults”[2]

The work of intentionally creating these critical rites of passage falls on the community of adults who participate in the hard work of guiding children along the path to maturity. Teachers are uniquely positioned to take on this task.

Meet the Seniors Night is one of several rites of passage events that take place during a student’s time at Gamble. Each student’s journey through our secondary Montessori program begins in earnest during the initiation ceremony that takes place at fall camp. This is continued with the ritual of saying good-bye to our middle schoolers and assuring them of their readiness for high school that occurs on the last night of the 8th grade trip to Pigeon Key. By the time our students stand with their parents on Meet the Seniors night at the beginning of senior year, they are nearly transformed from their junior high selves, and this maturation process is complete and finalized when they proudly cross the stage to receive their diplomas at graduation.

Each of these moments is powerful, and for a long time, I believed that they were conducted for the sole benefit of the novitiate. This year, however, for the first time, I fully understood that these experiences are equally impactful for all those who participate in them.

I came to this realization while working with the 8th graders on the final preparations for the 7th grade initiation at fall camp. Each year on the last night of camp, our 8th graders lead a ceremony, that they plan in advance, to welcome the 7th graders to our community. It is a powerful experience that students remember vividly, and although it takes somewhat different forms each year, there are elements that remain consistent from year to year. The ceremony always takes place after dark, and it includes an intentionally developed sense of mystery and apprehensive excitement as the 8th graders assemble separately from the 7th graders who are seated around the campfire. Each seventh grade student is individually invited to process through a line of 8th graders where they are presented with a variety of symbols marking their official initiation into our community.

I had always assumed that the basic function of this ceremony was to help the incoming students feel like a part of the community. This year, however, I understood its purpose differently.

About an hour before the ritual was set to begin, I met with the 8th graders to finalize all the pieces. They are always so excited that it can be challenging to corral their energy and get them to focus. This year, as we were verifying who would fulfill which roles and tasks, I asked who would be escorting the individual 7th graders from their seat at the campfire to the area where the 8th graders would be waiting. Zenyatta, a very quiet and introverted student, blurted out, “That’s me!” I was startled as this was not a role that I expected her to take on. It’s a big job that requires many trips back and forth to the campfire in the dark. I asked who would like to assist Zenyatta with this, as it’s generally a task given to two students. Zenyatta immediately interrupted me by saying, “No. It’s just me. I can do it by myself.” I was a bit perplexed by her insistence, but I had clearly underestimated her investment in this ritual.

img_1013

As we lined up to process through the campsite, Zenyatta was practically wriggling out of her skin as she squealed, “I am so excited!” Once we got into position by the campfire, she looked at me and asked, “Is it time? Who should I get first?” Back and forth she went, determinedly locating the next 7th grader at the fire and bringing them over to the initiation ceremony. Each trip was punctuated by her breathless question, “Who’s next?” When my response was finally, “That’s it. That’s the last one.” Her face was crestfallen as she said, “Really? That’s it? It’s over, already?”

This ceremony  is an initiation ceremony for the newly arrived seventh graders, but it serves as so much more. Clearly, for Zenyatta, designing and implementing the ceremony was important in developing her role as a leader; however it also fulfilled an important purpose for the classroom community as a whole. “An intentional rite of passage experience provides the space for the community to transmit its core values and confer the role responsibilities appropriate to the initiate’s stage of life, thus insuring cultural continuity, a sort of knitting together of the generations.”[3] In designing the ceremony, the eighth graders must reflect on the values and principles of the classroom group, and determine how to best confer these ideas, roles, and responsibilities onto the incoming students.

Some of this has become tradition. For example, in the United Leaders community, students always incorporate the reading of the poem “Great Leaders” by Meiji Stewart, which serves as a kind of motto for our classrooms. There are also other traditions such as chanting UL as initiates pass through a corridor of 8th grade students, writing UL on their cheeks in face paint, and distributing certificates bearing each 7th graders name and an observed character strength.

Students also always read statements of welcome, which convey the expectations of the community. While, each year, these are written by different students, the message is remarkably similar – thus ensuring the transmission of core values as noted above.

As evidence, here are excerpts of statements written by different students in different years:

  • “Welcome new 7th graders.  You guys are joining a community of leaders. We help each photo3other, and make sure we make others that join this community feel welcome. You will each get a leadership role and a trait about yourself.”
  • “You have now joined the United Leaders’ family. United Leaders always work together and never give up on each other.   We always welcome new members to the United Leaders. No matter who you are, what you do, or what you like, you will always be welcomed to the United Leaders.”
  • “Congratulations you are now officially a United Leader. Being a United Leader photo4means that you take on leadership roles only a United Leader can take on. You belong in our community. Some days, you might not feel like you do, but you really do. In United Leaders, we don’t break each other, we build each other.”
  • “Welcome to the United Leaders’ ceremony where you will become something – and that something is a leader! As a leader, you will be challenged with obstacles you are expected to overcome. That’s where leadership roles of grit, perseverance, optimism, and helpfulness will come into play.”

The ideas of belonging, leadership, and character strengths are noted year after year. In this way, students are building a cultural legacy for themselves.

And this is the secondary function of these rites of passage.

In the final moments of Meet the Seniors Night, after hours of individual acknowledgments by families, a circle is formed, candles are lit from a flame that is passed around the circle, and Jack shares these closing remarks.img_1268

“I acknowledge you. I am proud of the work you are doing, the trail you arephoto1 blazing. I try to honor you every day by working as hard as I know how so that this is a great senior year, and that your legacy remains strong for as long as I am here to honor it. I promise you this one thing. You will never be forgotten by this school. You will leave an indelible mark.”

An indelible mark. Isn’t that what each of us yearns for? To be remembered. To have made a difference. Rites of passage mark a beginning, but they also mark an ending, and it is this that makes them so bittersweet.

If we ignore the opportunity to note the farewell, we may also lose the power of leaving a legacy. The 8th graders establish their junior high legacy at fall camp; the seniors are invited to consider how the legacy of their senior year will represent them for many years to come.

Kessler is correct. We need rites of passage, for, as she notes, these life transitions are irrevocable. Rituals and ceremonies help us to move from one stage to another, causing us to note both the individual and the collective indelible marks that we have made, so we are better able to let go and move on.

As teachers, we are witness to many of the transitions of adolescence. We must honor these with gravitas, and build into our structure opportunities to formally note these changes. Like with so much of the work we do, this won’t be on any test, and it likely won’t be counted on any formal measures of our effectiveness, but it’s this work of the heart that is so important for our students … and for us.

 

[1] “Rites of Passage.” Rites of Passage. N.p., n.d. Web. 18 Dec. 2016.

 

[2] Prevos, Peter. “The Social Importance of Rites of Passage and Initiations.” Horizon of Reason. Third Hemisphere Publishing, 6 Feb. 2001. Web. 18 Dec. 2016.

 

[3] “What Is a Rite of Passage? Why Is It Important?” What Is a Rite of Passage? Why Is It Important? — Rite of Passage Journeys. Rite of Passage Journeys, n.d. Web. 18 Dec. 2016.

 

Encouraging Diversity — A Place to Begin

— by Krista Taylor

“How many colors of Post-It notes do you have?”

This is one of the fundamental questions asked at Gamble before thdiverse-groupings-2e start of each quarter. The quintessential yellow Post-It doesn’t carry much value – everyone has those. But red, blue, green, and purple are hot commodities, and colors like coral and turquoise practically make you a hero.

So what’s all the fuss about Post-It notes?

Seating charts, of course.

I mention this to my husband, who is also a Cincinnati Public School teacher, and he looks at me like I’ve come unhinged. “So what? Everyone does seating charts.” I asked him, “What criteria do you use to develop your seating chart?” His response was exactly what I had expected, “Behavior.”

Right. Every teacher worth her salt creates a seating chart as part of an effective classroom management strategy. I’m not saying this is an easy task,

diverse-groupings-8

but it takes into account only one of many factors we consider when deciding where students will sit in one of our junior high classrooms at Gamble.

Where students sit is the final task in a complex balancing act to ensure diversity in our classrooms. Like all seating charts, it comes with mixed reviews from students. I am reminded of Darnell, who during the very first bell of his new seat assignment asked to speak to me in the hallway.

“Ms. Taylor, I need a different seat.”

“Why do you think so?”

“Well, me and Destiny don’t get along.”

“I’m sorry to hear that. Can you tell me a little bit about what’s going on?”

Darnell then began to tell me a classic he-said, she-said story of typical junior high unrest.

As he wrapped up his explanation, he looked at me expectantly. Clearly I would understand the seriousness of his problem and the importance of relocating him immediately.

Unfortunately for Darnell, I don’t think I provided the kind of response he was hoping to elicit.

I acknowledged the social challenges that were at play, provided a few suggestions for how to work with someone that you don’t get along with, and then, like hammering the final nail into a coffin, I said,

“And Darnell, you know, part of leadership is being able to manage yourself in the face of difficulty, and this current challenge will help you continue to grow the leadership skills you’ve begun to develop. Now are you ready to head back into the classroom, so you can begin that work?”

Leadership. It’s what we do here.

To fully understand this complex process of seat assignments, we have to rewind to a day at the beginning of the previous summer. (#WhatSummerBreak? #TeacherRealities) This day is affectionately known as “Draft Day.”

Each year, Gamble Montessori draws incoming 7th graders from more than thirty different elementary schools across the city of Cincinnati. We have four junior high “communities” in which to place them. A community is comprised of two classroom groups each made up of students in the seventh and eighth grades. Students stay in the same community for their entire junior high experience. “Draft Day” is the day we assign our newly enrolled students to the community in which they will spend the next two (and occasionally three) years.

This is a complex process. The first challenging task is to assemble a spreadsheet, which includes name, gender, race, disability status, and the school the student is coming from. We sort the spreadsheet by school because the first order of business is to ensure that we don’t over-cluster students who already know each other. The transition to a secondary program allows children the opportunity to experience a fresh start; to that end, we attempt to avoid the continuation from elementary school of cliques or of problematic relationships.

Next, the bidding war begins.

Just kidding. It’s actually a very civilized process based predominantly on simple mathematics. Each teaching team brings a breakdown of their current community population. (Remember that we keep students for two years, so approximately 50% of our students return to us each fall.) We look at special education caseloads, racial diversity, and gender balance within each community, and as we place incoming students, we work to maintain equal numbers across all four communities. This meeting takes several hours, but we think it’s really important.

Here’s the thing.

No one seems to want to talk about it, but we know what works to create greater equity in education. It wasn’t Obama’s Race To the Top, or Bush’s No Child Left Behind, or Clinton’s Goals 2000.

What was it?

Desegregation.

The busing and magnet programs of the 1970s and 1980s have gotten a bad rap, but they worked. They worked to create racial diversity in schools, and they worked to decrease the academic achievement gap.diverse-groupings-4

“When the National Assessment of Educational Progress began in the early 1970s, there was a 53-point gap in reading scores between black and white 17-year-olds. That chasm narrowed to 20 points by 1988. During that time, every region of the country except the Northeast saw steady gains in school integration. In the South in 1968, 78 percent of black children attended schools with almost exclusively minority students; by 1988, only 24 percent did. In the West during that period, the figure declined from 51 percent to 29 percent. But since 1988, when education policy shifted away from desegregation efforts, the reading test score gap has grown — to 26 points in 2012 — with segregated schooling increasing in every region of the country.”[1]

Gamble is fortunate to have a fairly diverse student body with 68% of students identifying as Black, 23% as white, 6% as multi-racial, and 3% falling into a variety of other categories. We are balanced at about 50% each males and females, and 35.6% of our students have been identified as having a disability. These percentages closely mirror that of the district as a whole, with the notable exception of our percentage of students with disabilities. Cincinnati Public Schools are comprised of 63.2% Black students, 24.6% Caucasian students, and 5.9% Multiracial students, with the remaining 6.3% falling into several other categories. Nineteen percent of students in the district are identified as having a disability.

Cincinnati has a long history of magnet schools (beginning in 1973) in response to the requirement that school districts offer voluntary desegregation strategies alongside mandatory ones such as busing. diverse-groupings-6Sands Montessori School was a part of that initial magnet school movement, and as a result, Cincinnati Public Schools was the first district in the country to offer public Montessori education. Today, every high school in CPS is considered to be a magnet program pulling from a city-wide base of students and offering some type of unique educational strategy or focus.

Obviously, at Gamble Montessori, our educational focus is Montessori instruction. Many people view Montessori philosophy as an educational pedagogy for the elite. However, this idea very likely causes Dr. Montessori to roll over in her grave. After all, she developed her educational method teaching those deemed as uneducable – children from the slums of Rome who were considered to have mental deficiencies. I have no doubt that Maria Montessori would be highly in favor of having her practice implemented in urban, public school districts, and in schools with a high proportion of students identified with a disability.

Montessori’s philosophies of cosmic education and peaceful cooperation are perfectly aligned with a diverse classroom setting. And yet, as a society, we continue to struggle with issues of race, ethnicity, and gender. (Just look at today’s headlines for reassurance that this is at the top of our list of concerns.) So how do we make progress? What can we possibly do to begin working toward resolution on this issue?

The answer seems obvious – as obvious as the desegregation seen in the 1970s and 1980s. We must engage with “the other.” We must “desegregate” at the personal level.

We know this to be true.

“Among school children, greater interracial friendliness has been associated with beneficial outcomes in both achievement and social domains. . . . cross-race friendships among children can improve their academic motivations, their feelings about same vs. cross-race friends, and their social competence.”[2]

But how do we accomplish this?

In 1997, Beverly Tatum published the oft-mentioned text, Why Are All the Black Kids Sitting Together in the Cafeteria. Right. That. What do we do about that? Should we do anything about that? These are hard questions.

As a means to address this, Teaching Tolerance, a branch of the Southern Poverty Law Center, launched its “Mix it Up Day” initiative. Essentially, this is one (or several) days a year where students are asked to intentionally “mix up” their lunch seating arrangements.

Mix It Up is a Teaching Tolerance program designed to help students identify, question and cross social boundaries. Launched in 2001, Mix It Up recognizes that some of the deepest social divisions in schools are found in the cafeteria. Each fall, Teaching Tolerance sponsors a national Mix It Up at Lunch Day when schools around the country encourage students to move out of their comfort zones and share a meal with peers who are different from them.”[3]

diverse-groupings-7

As much as I love the Teaching Tolerance program, and the Southern Poverty Law Center, I find this strategic plan short sighted. Okay, it’s a start, but I worry that in making this day special, unique, and different, we reinforce the very behavior that we hope to discourage. That, in drawing attention on these special days to the importance of sitting with someone at lunch who is “different” from you, we merely point out that this is unusual behavior. By making it “special,” we run the risk of increasing the divide of difference, rather than decreasing it.

So, where does that leave us? Well, it doesn’t leave us in the dark. Once again, we actually know what works. There is plenty of research on this subject.

“If you looked and looked at all of the solutions proposed by scientists over the years to combat prejudice and racism, you’d be hard pressed to find a more effective antidote than intergroup friendship.”[4]

“The best-documented strategy for improving racial and ethnic relations involves the creation of opportunities for positive equal status interaction among people from different groups. These strategies are most effective when they organize cooperative activities so as to ensure that people from different backgrounds can contribute equally to the task involved.”[5]

We must intentionally diversify our classroom seating in the same way that we once desegregated our districts.

Which brings us right back to those colorful Post-It Notes.

img_1143At Gamble, students are seated at tables rather than individual desks. This is part Montessori and part project-based learning, but it leads to forced interaction between students, as well as the development of functional collaboration over time.

Essentially, for an entire quarter, a group of four students are seated in close-proximity to one another, complete all group tasks together, and learn to function as a team.

“Cooperative learning groups are not only an effective tool to stimulate academic growth through participation, but they may also be a successful vehicle to help eliminate racism. Through the creation of a team, a micro-society, educators can attempt to break down the superficial barriers that students may see when they are individuals. Group work exposes individual attitudes, ideas, experiences, and beliefs that are used to achieve a common goal through a collective effort. Group work leads to better understanding of the task at hand, the dynamics of team-work, which will be valuable in later stages of life, and opens the lines of communication between group members despite race, sex, age or religion.” [6]

When our table groups experience challenges, as they surely will, it is up to the group to resolve them together. Problems belong to the whole team. Conversely, if we allow students to move to escape difficulties, we send a message that the other student is the problem and that the best way to handle it is to avoid it, thus missing a powerful opportunity for learning.img_1146

Because a community is comprised of two classroom groups, and because we want all members of the community to ultimately get to know each other, and we want students to practice developing teaming relationships with multiple groups, we switch up the classroom groups, and thus the table groups as well, each quarter.

That makes for a lot of Post-It Notes.

diverse-groupings-1

We need eight colors– one for each group, as we have defined them, at each grade level: 7th grade Black males, non-Black males, Black females, and non-Black females, and 8th grade Black males, non-Black males, Black females, and Non-Black females. (We have engaged in intense conversations about how to name these groups, and whether we should expand to include separate groupings for Hispanic students, Multi-Racial students, etc. So far, we are overall satisfied with our system, but it is an ever-evolving strategy.) We note students with identified disabilities, and then we begin building our groups.

Like most teachers, we first note which students must be separated for behavioral concerns. Then we place anchors – students who model the behavioral and academic expectations of our program – at everyimg_0962 table.

From there we begin developing the table groups, making sure that there is a myriad of Post-It Note colors represented at every table, and that no table is over-weighted with students with disabilities.

Then, we simply count to ensure that our lengthy process has yielded our intended result.

It’s never perfect. Invariably, we have days when student behavior challenges our patience, and we look at each other and exclaim, “How on earth did we ever put those students together?!”

It’s admittedly insufficient as an isolated tool to address race, ethnicity, gender, and ability bias, but it’s a place to begin. Instead of a Mix-It Up Day, let’s make it a Mix-It Up Year. This generation can be better than ours. We need to provide them with every tool we have to eliminate the toxin of our -isms. Carefully constructed seating charts are a place to begin. And, of course, none of this addresses the bigger issue of segregation that continues to plague our public education system as a whole, but that’s a topic for a different post.

But, in the meantime, perhaps we should all buy stock in 3M.

Whether or not you use Post-Its, consider how you will assign seats upon returning from winter break, and how conscientious seating assignments might have impacts that extend far beyond classroom management.

 

 

 

 

[1] Theoharis, George. “‘Forced Busing’ Didn’t Fail. Desegregation Is the Best Way to Improve Our Schools.” Washington Post. The Washington Post, 23 Oct. 2015. Web. 13 Nov. 2016.

[2] Page-Gould, Elizabeth, and Rodolfo Mendoza-Denton. “Cross-Race Relationships: An Annotated Bibliography.” N.p., n.d. Web. 19 Nov. 2016.

[3] “What Is Mix It Up at Lunch Day?” What Is Mix It Up at Lunch Day? | Teaching Tolerance – Diversity, Equity and Justice. N.p., n.d. Web. 19 Nov. 2016.

[4] Mendoza-Denton, Rodolfo. “The Top 10 Strategies for Reducing Prejudice.” Greater Good. N.p., 3 Jan. 2011. Web. 19 Nov. 2016.

[5] Hawley, Willis. “Strategies for Reducing Racial and Ethnic Prejudice: Essential Principles for Program Design.” Strategies for Reducing Racial and Ethnic Prejudice: Essential Principles for Program Design | Teaching Tolerance – Diversity, Equity and Justice. Teaching Tolerance, n.d. Web. 19 Nov. 2016.

[6] Morgan, Richard. “Eliminating Racism in the Classroom.” Eliminating Racism in the Classroom. EdChange, n.d. Web. 20 Nov. 2016.

 

You Never Know Where You Will Find Angels

 – by Krista Taylor

We say that the best learning is experiential. We say that it’s critical to take students out of the classroom, so they can truly understand the implications of the work.

What if I told you that this was true for teachers as well?

Fall camp is always remarkable, and I have written about it previously.  Each year, this camping experience provides many stories about witnessing the best in our students, and somehow the themes of these stories are always the same – inclusivity, belonging, helpfulness, kindness, generosity, challenge, perseverance, and leadership. While these are things that are difficult to teach in the classroom, they are lessons that seem to occur spontaneously at camp.

I knew this already. I knew that camp inspires students to rise to challenges. I knew that camp provides teachers with the opportunity to witness strengths in students that don’t appear in the classroom. But, for the first time this year, camp opened my eyes to something new. This year, camp taught me about poverty.

Every year we have students who aren’t able to attend our camping trip because of an inability to pay for it. This year, Christ Church Cathedral  provided Gamble with a generous $2,500 grant to help cover the cost of camping for these students. This meant that, for the first time ever, our neediest students would be able to join us. You never know where you’ll find angels.

Ensuring that these students participated in this experience, however, was not a simple process. We first had to set parameters on how the money would be disbursed. It was immediately divided into four amounts of $625 in order to fund students in each of our four middle school communities. But then what? How do we decide who receives it? How much should each family be given? Should behavioral concerns be taken into consideration?

This is a harder conversation than it initially appears. My team sat down together and spent several hours hashing out the details of a plan that felt fair and compassionate. We knew that families should be obligated to contribute some of the money – both to honor their dignity and to ensure their buy-in to our program. We debated the merit of using the funding to support students who were likely to be behaviorally challenging at camp. Did they deserve to go as much as another student who also needed financial support, but was better at following expectations? How much should we give each family? How could we use the money to reach the greatest number of students? Here are the parameters that we ultimately agreed upon.

  • Behavioral issues would not exclude students from receiving funding – in many ways, it is these students for whom the experience is most important.
  • All families would be required to pay a minimum of $20 toward a student’s camp costs
  • We would send out a robocall to all families asking them to contact us if they needed financial assistance
  • We would then contact each of these families individually and begin the conversation by asking how much of the cost they could contribute

It was Jack, our principal, who helped us develop this final piece as a means of determining how much support each family should receive. He advised us to trust our families — to let them know that we were trying to help everyone who needed help, and to trust them to come through with as much of the money as they could. Having these conversations was remarkable. Some families who initially asked for assistance, ultimately were able to come up with the entire amount when we offered them a few days extension for payment. One family who had recently experienced homelessness, divorce, and mental health issues, has two students in our community, and thus, double the cost. They found a way to scrape together half of the money. Other families needed more.

During one of these phone calls, Justin’s mother confided that she didn’t think she was going to be able to make the payment this year. When I asked her how much she thought she could contribute. She quietly said, “Honestly, right now, I don’t have anything.” My heart hurt as I replied, “We’re asking all families to make a minimum contribution of twenty dollars. I paused, desperately seeking words that wouldn’t instill shame. “Can you do that much? If you can, we can cover the rest.” She broke down and tearfully said, “Yes. I think I can find a way to come up with twenty dollars. Thank you. Thank you so much.” “You’re welcome,” I practically whispered. I’m not even sure we actually said good-bye before hanging up. I cannot even imagine the humility that it must take to admit that you have so little that coming up with twenty dollars is a challenge, but I am grateful that she was able to honestly share her reality with me, so that I could help. And I am even more grateful that I had funding with which I could offer the help.

These conversations were uncomfortable and somehow, simultaneously, both uplifting and heart-breaking. We quickly realized that we didn’t have enough funding to cover every student’s need. Beau was casually discussing this challenge with his in-laws, Nancy and Kevin Robie, over dinner one evening. They surprised him by saying, “How much would you need to send them all?”

Honestly, we didn’t know; we hadn’t had financial discussions with all of our families yet. If they each needed the full amount, it would total just over a thousand dollars. When Beau hesitantly shared this information, they miraculously said, “Ok. We can do that.” You never know where you will find angels.

Being able to say yes to every request, and not having to pick and choose between families, was a tremendous gift. Ultimately, it turned out that we only needed an extra $327, and with the support of both the Christ Church Cathedral donation and this private one, twelve students were able to go to camp who wouldn’t have been able to go otherwise. But there were two students who stood out as being the most profoundly impacted.

Unlike Justin, who has an involved parent and has always been able to pay for our field experiences in the past, Micah and Derek have never been able to participate in any of them. Both of these students have uninvolved parents, both clearly come from financially unstable households, both have cognitive disabilities, both exhibit disruptive behavior in the classroom, both struggle with academic content and focus, and both are somewhat ostracized by their peers.

When we considered how to best use our donations, these two students came to mind immediately. However, ensuring their attendance on the trip was no easy task. We sent home our permission form packet with each of them multiple times, and yet the day before the trip, neither of them had their forms turned in. We repeatedly called home trying to get everything in order, but hadn’t been able to reach anyone. Finally, the day before the trip, Micah’s mother came in to sign the paperwork, but she did not turn in the required twenty dollars.

On Tuesday morning, the day of the trip, Micah came into my classroom just before school started – all packed for camp; although with a blanket roll instead of a sleeping bag – and said dispiritedly, “Ms. Taylor, my mom didn’t pay.” I said, “I know, Micah, we have to call her again.” When we called, she told us that she had given the money to Micah, but he had lost it. Perhaps true; perhaps not. We reminded her that she had to pay the $20 in order for him to attend. Finally, less than an hour before we boarded the bus, she came to the school office to pay and noted that she had been at work when we called, and upon overhearing her end of the conversation, one of her customers handed her a ten dollar bill. You never know where you will find angels.

Micah tentatively asked, “So I can go now?” It was such a relief to be able to say, “Yes.”

Derek’s situation was similar. The day before the trip, he had no money and no forms turned in. That evening when we finally reached his mom, she indicated that she had no money to give us, but that we could call his father. We had been teaching Derek for a year, but had no idea that his father was in the picture. When we reached him, he indicated that he’d come to the school and pay the $20 the next morning. In addition, he’d go out that evening and purchase a sleeping bag and flashlight for Derek so that he could come to camp fully equipped. Early the next morning, Derek’s dad was in the office as promised. He paid the $20; the grant provided $119. You never know where you will find angels.

Derek arrived at school with a giant smile. “Ms. Taylor, I get to go! I’m going to camp!”

At camp, we had the opportunity to see these children contribute in a way that they aren’t able to demonstrate in the classroom. imageWhile Derek was canoeing the first day, a canoe flipped over and headed downriver without its boaters, only to wind up lodged in the bank quite a ways downstream. After a teacher spotted it and pulled the group over to try and retrieve it, Derek was the first to volunteer to hike down the bank with a parent chaperone to dump it and bring it back to the group. He did this without complaint and took tremendous pride in his ability to assist the group.

Micah canoed the second day, and we had another swamped canoe. This time it came to rest in a marshy area of the river. When Micah’s boat caught up to it, he immediately jumped out into waist-deep water and started helping to get it flipped over, emptied, and righted. This is no easy task – especially for someone who has never been canoeing before.

Both boys noted that one of their favorite parts of camp was being on cook crew. (Over the course of our four days together, every student participates in cooking a meal for the 55 people at camp.) This is no easy task, and initially I believed that they enjoyimg_1050ed it because it allowed them to contribute to the good of the group. This was certainly part of it. Both boys noted in their journals that they felt good about doing tasks like hauling water from the pump to the campsite, and cooking food such as sausage breakfast sandwiches and vegetable soup.

But it was more than that. At camp, students are not permitted to go anywhere without a buddy; this means that pairings happen frequently and fluently. Both boys struggle with social inclusion at school, but at camp they were overheard gleefully exclaiming, “Why does everybody want to be my buddy? People are all the time asking me if I’ll be their buddy!” Being on cook crew is a group task, and it requires everyone working together, often in pairs or trios. In order to be successful at the task, everyone has to contribute and everyone has to be included. Micah and Derek were wanted and needed by the group, and they felt great about that.

All of this warms my heart. That is not to imply that everything was perfect. It, of course, was not. Derek needed constant prompting to get his packet work completed, and Micah stayed up until 3:30 one night talking in his tent – apparently to himself.img_1064 But at camp, Micah and Derek were also able to shine. Their classmates had the opportunity to see their strengths. Their teachers had the opportunity to see their strengths. But, most importantly, they had the opportunity to see their own strengths. Helpfulness, perseverance, belonging . . . those are beautiful qualities to witness unfolding. You never know where you will find angels.

And yet, this still isn’t the end of my story. On our last day, I had separate, but similar, heart wrenching conversations with each of them. Mid-morning, Derek asked me if we were going to pack lunches again that day. I told him that we were, whereupon he asked me if we had to eat it there, or if he could take it home with him. He was disappointed when I told him that we had to eat at camp.

Later that day when I asked Micah what his favorite thing was about camp, he said, “Canoeing . . . and the food.” I asked him about the homemade vegetable soup that we had prepared the day before. He said he really liked it, and that he had never had vegetable soup before.   Then he said, “Ms. Taylor, are we gonna get to eat dinner here tonight?” When I told him no, he disappointedly said, “Awww, man!”

I smiled and laughed at his response, and then, in the next moment, caught my breath as I understood what he was saying to me. Every other student was over-joyed to get to go home and eat a non-camp meal, but Micah wanted to stay for dinner.  He wanted to have dinner at camp because meals at camp are predictable and nutritionally-balanced, and there is always more than enough.

I wanted to cry.

A few hours later, this feeling was compounded when Derek saw the remaining food that we were packing up to take back to school. He asked, “What are you going to do with that?” We told him that we would send it home with students. He said, “Really? All that bread? Can we take that cheese, too?”

Yes, Derek, you can take the cheese, too.

I already knew that these students had challenging home environments, but I don’t think I really understood what that meant until these experiences at camp. It was suddenly crystal clear that these children simply didn’t have enough to eat at home. They were experiencing food insecurity right before my eyes.

At camp, I had the privilege of being able to provide both Micah and Derek with four days’ worth of the security of regularly-scheduled, healthy meals. This was a benefit of our camping trip that I had never overtly witnessed before. This was the deep learning that was new for me this year, and this learning is equal parts gift and challenge. I know that for four days, these students ate heartily and nutritiously. I now know that this was a unique experience for them. I don’t know how to fix that. I, of course, already knew that poverty is a crisis that impacts many of my students, but never before had I seen or felt it in such a tangible way.

Four days is not enough. I also know that. But it is a beginning, and the provision of food creates a trust that may be more profound than any other. I’m not sure how to continue building on that trust, but I know that we have established a fragile foundation. You never know where you will find angels.

Hate PD? Try Voluntary Piloting.

-by Krista Taylor

Teacher professional development has a reputation for being notoriously poor.

voluntary piloting can't get enough

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

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

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

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

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

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

We began by issuing this open invitation.

Screen Shot 2016-08-27 at 6.12.45 PM
To enlarge, click image

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

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

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

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

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

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

voluntary piloting DOI
Left to Right: Innovators, Early Adopters, Early Majority, Late Majority, Laggards

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

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

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

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

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

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

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

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

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

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

voluntary piloting zpd

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

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

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

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

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

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

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

“Is this assignment differentiated?”

“Do I have the right level?”

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

“Do you think I should do Adventuring today?”

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

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

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

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

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

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

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

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

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

voluntary piloting life and death

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

voluntary piloting flash

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

voluntary pilot Oprah3

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

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

Gamble’s Mentoring Program: Teacher to Teacher

-by Krista Taylor

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

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

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

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

“Yes.”

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

 

 

 

 

Good Books: The Checklist Manifesto

-by Jack M. Jose

imgres

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

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

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

 

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

2016-07-31 23.43.36

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

 

Checklists to help with routine events

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

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

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

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

 

 

Checklists to help with infrequent events

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

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

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

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

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

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

 

Checklists to help in moments of conflict or crisis

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

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

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

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

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

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

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

Seeking Inspiration? — Read this Book!

-by Krista Taylor

If someone had told me that I would discover my favorite book of all time at a school sponsored professional development training, I would have laughed out loud. No way. Simply not possible. But it’s true, I did. During the summer of 2011, among the three books assigned as pre-reading for the Ascend Leadership Institute was The Art of Possibility, written by Rosamund and Benjamin Zander. The text on the back of the book says, “In the face of difficulty, we can despair, get angry . . . or choose possibility,” and from the very first pages I was hooked.  Jack was also deeply impacted by this book – it served as the impetus for the Giving an A teacher evaluation process that he implemented shortly after reading it, and when discussing who would get to write this post, we had a bit of a scuffle. I won.

The Art of Possibility is a life-changing work. I have recommended it to others more often than any other book I’ve ever read, and rather than loan mimgresine out, I purchase new books for those who want to read it. I love my copy so much that I consider it a kind of talisman . . . or perhaps a blankie. It is underlined and annotated, and has been so well-loved that the pages are beginning to separate from the binding.

So what is this book actually about?! It’s about life. And leadership. And perspective. And hope. I would like to say that reading this book opened my eyes and elicited such great changes in me that I am now . . . well . . . that I am now perfect. Unfortunately, that would not be a true story. Instead let me say that reading this book opened my eyes, and now, sometimes, I can see with a different perspective. Other times, I forget entirely, and for every two steps forward I take, it seems that I take one step (or sometimes even two) backward. Just as I say about my students, progress does not happen in a straight line, and surely mine has not. This book, however, has served as a catalyst for change, and it continues to provide grounding and reminders when I feel that I have lost my way.

The content of this book seems impossible to summarize, so rather than trying to do so, I want to share the ideas I have found most impactful. I know that these sections have such resonance with me because they are the areas with which I struggle the most. While it is tempting to tell you stories of how I courageously implemented these practices and mindsets, the truth is I don’t have many of those stories – I ask that you view those that I share here as the exception for me, rather than the rule. I continue to be a work in progress.

The Myth of Scarcity

In the first chapter, Zander and Zander discuss the myth of scarcity. The idea that when we believe that there is not enough of an important thing, it leads to competition, judgment, mistrust, and fear, but that ultimately, this way of understanding the world is false. Here is how they describe living with a scarcity focus. “On our path to achieving a goal, we inevitably encounter obstacles. Some of the more familiar ones, aside from other people, are scarcities of time, money, power, love, resources, and inner strength. . . . The assumption is that life is about staying alive and making it through – surviving in a world of scarcity and peril.” They write that a better model is found in seeing the world as “A Universe of Possibility.”   “Let us suppose, now, that a universe of possibility stretches beyond the world of measurement. (p.19) In this reality, the relationship between people and environments is highlighted, not the people and things themselves. Emotions that are often relegated to the special category of spirituality are abundant here: joy, grace, awe, wholeness, passion, and compassion.” (p. 20)

We no longer live in a world in which “survival of the fittest” makes sense. While neuroscience has taught us that the human brain remains wired to scan our environment for threats in order to trigger the “fight or flight” response when necessary, we no longer have to live this way in order to survive. Instead of seeking out the threats, or problems, what if we embraced possibility? The Zanders note that living “in abundance” brings greater abundance — that when you give up competition and scarcity thinking, greater connections and resources follow. We don’t have to succumb to the temptation of constant comparison, or that what you have takes from me. The thought that if you are an incredible teacher, it makes me less of one; that your creativity reduces the uniqueness of my work, or that your success threatens mine. We live in a society where we are regularly pitted against one another in competition. This is true, even in education. Over a year ago, out of 20 finalists, I was named the Hawkins Educator of the Year. I rarely talk about this honor, and the official plaque with my name on it sits at the bottom of my desk drawer where it has been since I first brought it to school. I simply cannot bring myself to hang it up because, you see, in my mind, if I am the Educator of the Year, it somehow seems to imply that those around me are less, and that is simply not true. Why not 20 winners? Why not 200? Why not all of us? Ultimately, it is only in giving up the idea that there isn’t enough to go around that allows us to “step into a universe of possibility.” (p. 23)

Being a Contribution

Without the inevitable competition that scarcity thinking necessitates, we can let go of the notions of success and failure, and instead focus on the more achievable concept of being a contribution.

“The drive to be successful and the fear of failure are, like the head and tail of a coin, inseparably linked.” (p. 56) It seems nearly impossible to let go of the importance of success. Isn’t this the whole purpose of living – to be successful? Perhaps not financially per se, but to be successful in each of our roles – as a spouse, parent, friend, colleague, teacher, doctor, lawyer, etc? This list could go on and on. Just thinking about being successful in all the possible ways feels exhausting, but, without that, what is it all about? Isn’t success the whole point? The Zanders say no. They suggest that we replace that entire concept. “All at once I found that the fearful question, ‘Is it enough?’ and the even more fearful question, ‘Am I loved for who I am, or for what I have accomplished?’ could both be replaced with the joyful question, ‘How will I be a contribution today?’” (p. 57) How much easier it is to think about simply being a contribution each day, rather than getting it all just right. I wish I could tell you that I have mastered this perspective shift, but I have not – I’m not even close. That’s why my book is falling apart; I have to keep returning to it to remind myself that there’s a different way. As the book notes, it is a “discipline of the spirit” (p.62) that is transformative. The one thing that I have discovered is that there is great joy is saying yes – in making myself a contribution to others. So often, I come across the advice to “set boundaries,” “know your limits,” “learn to say no.” Each time I hear this, I want to say, “Why?” Why on Earth would I say no to something that will help? What would happen if we all just said yes to one another?” I get teased about this socialist-type philosophy of relationships, but why not “from each according to his ability; to each according to his need?” Beau said it best on a summer evening when I was overwhelmed by a time-sensitive and monumental work task that had nothing to do with him. He offered to come and help. I protested, until he clearly and firmly said, “Shut up, Krista. We’re a team. We help each other.” Being a contribution allows us to use our ability to meet another’s need. It leads to relationships that are rooted in the premise of “I’ve got you” – when you have a need, I am there to contribute. 

Being a contribution, to individuals or to the world in general, occurs most easily through calling on our Passion. This is how the Zanders describe the process of giving way to passion: “Notice where you are holding back, and let go. Release those barriers of self that keep you separate and in control, and let the vital energy of passion surge through you connecting you to all beyond.” (p. 114)

Please allow me to be the first to say that the idea of “letting go” sounds utterly terrifying. And yet, I know how it feels when I have done it. It feels like flying – like being lifted by an ever-present current, so that no matter what risks I take, I cannot fall. Why is it so hard to trust that process?   And while I don’t believe in magic – I only believe in hard work – tapping into passion seems to elicit a kind of timeless magic. “The life force for humankind is perhaps nothing more or less than the passionate energy to connect, express, and communicate. Enrollment is that life force at work, lighting sparks from person to person, scattering light in all directions. “ (p. 139) I don’t believe that we can do this unless we say yes to one another. Let’s give up the concepts of balance and limits in favor of “scattering light in all directions.” We need more light.

Responsibility

And yet sometimes Passion eludes us. Sometimes we get seduced by the siren song of the downward spiral. It is easy to fall into this trap as it can feel so much safer to assume failure. “Downward spiral talk is based on the fear that we will be stopped in our tracks and fall short in the race.” (p. 108) The downward spiral occurs by focusing on the negatives – that same scanning the environment for threats. This leads to a sense of helplessness and hopelessness, which can be paralyzing. This is my great Achilles’ Heel. During the first five weeks of this summer, I compulsively walked the equivalent of several marathons while engaged in countless hours of obsessive rumination on the challenges Gamble was facing at the end of the school year. In the process, I mentally catastrophized the situation such that I had myself nearly convinced that things would never get better, I was powerless to effect change, and that the best recourse was simply to quit trying.   I allowed myself to become fully entranced by Downward Spiral Self-Talk.

The Zanders strategy for addressing the Downward Spiral is through taking responsibility, or what I would call “owning your part.” As comfortable as it is to point fingers and assign blame, responsibility for every conflict and every challenging situation is held by all impacted parties. “You can always grace yourself with responsibility for anything that happens in your life. You can always find within yourself the source of any problem you have.” (p. 152) While on the surface, it may seem that taking personal responsibility might only result in greater discomfort, this is not, in fact, the case. As I frequently tell my children, my students, and myself, “You can only be responsible for you, but you are always responsible for you.” You cannot force anyone else to change, but you have the power to make choices that influence every situation you are a part of. This dispels the feeling of powerlessness that the downward spiral elicits and allows for the emergence of glimmers of hope. Ultimately, this is what knocked me out of my early summer Downward Spiral stupor. What was my role in the situation and what corrective actions did I need to take? Once I was able to answer those questions, I was able to see how I could get the things I was responsible for back on the right track.

I reflect often on the Zanders’ question, “Who am I being that they are not shining?” (p. 74) They being anyone you are engaged with – students, employees, colleagues, friends, family. Essentially, when there is a problem, what is my part? I am ineffective, helpless, and hopeless when I find myself stuck in the blame game – focusing on who is at fault. I open up to possibility and to change when I can see the steps that I need to take to impact the problem. This attitude extends far beyond personal benefits.   “Imagine how profoundly trustworthy you would be to the people who work for (with) you if they felt no problem could arise between you that you were not prepared to own. Imagine how much incentive they would have to cooperate if they knew they could count on you to clear the pathways for accomplishment.” (p. 158-9) The benefits of combating the downward spiral through personal responsibility are far reaching and generate a deep-seated trust that is powerful and inspiring.

Rule #6/How Fascinating

While I certainly acknowledge that the perspective shift the Zanders propose is challenging and requires difficult internal self-reflection and work, they are light-hearted in their approach, providing just one rule, which they call Rule #6. Rule #6 is very simple – “Don’t take yourself so damn seriously.” (p.79) They prevail upon us to “lighten up,” saying, “Humor and laughter are perhaps the best way we can get over ourselves. Humor can bring us together around our inescapable foibles, confusions, and miscommunications, and especially over the ways in which we find ourselves acting entitled and demanding, or putting other people down, or flying at each other’s throats.” (p. 80) Ummmmm . . . guilty as charged . . . I don’t do Rule #6 so very well. One strategy for getting closer to not “taking yourself so damn seriously,” is the procedure they provide to their students when a mistake has occurred. Fortunately it is simple, humorous, and nearly pain-free. “When they [students] make a mistake, they are to lift their arms in the air, smile, and say, ‘How fascinating!’”(p.31) So, next year, if you see me briskly walking through the hall, with my arms in the air, muttering “How fascinating,” under my breath, understand that this is progress for me. Just continue about your business knowing that I have not lost my mind, I have just screwed up yet again, and am practicing embracing possibility and Rule #6 .

An Invitation to Possibility

I highly recommend that you read this book. It is challenging in the best possible ways. As for me, I’m waiting on the incantation, magic pill, or snake oil that will transform me. Until then, I will keep my trusty copy by my side and continue re-reading the underlined and dog-eared pages, each time trying to get a little closer to living within The Art of Possibility.