How Do You Measure a Year?

By Krista Taylor

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

This is exactly how it happens.

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

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

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

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

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

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

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

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

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

“She’s talkative.”

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

“I don’t know.  Outgoing?”

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

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

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

“Yeah, we can do that.”

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

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

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

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

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

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

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

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

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

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

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

And this.

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

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

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

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

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

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

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

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

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


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


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


CMStep — Transformation of the Teacher

-by Krista Taylor

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

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

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

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

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

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

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

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

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

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

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

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

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

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

First Summer Courses

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

Second Summer Courses

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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



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?”


“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


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

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

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


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

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


Checklists to help with routine events

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

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

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

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



Checklists to help with infrequent events

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

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

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

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

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

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


Checklists to help in moments of conflict or crisis

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

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

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

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

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

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

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