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LEADING FORMATIVE ASSESSMENT IMPLEMENTATION Nancy Gerzon, WestEd San Diego County Office of Education Getting Smarter Conference Workshop February 16, 2017

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Page 1: San Diego Getting Smarter WORKSHOP slides...LEADING(FORMATIVE(ASSESSMENT(IMPLEMENTATION Nancy Gerzon, WestEd San Diego County Office of Education Getting Smarter Conference Workshop

LEADING  FORMATIVE  ASSESSMENT  IMPLEMENTATION

Nancy Gerzon, WestEdSan Diego County Office of EducationGetting Smarter Conference Workshop

February 16, 2017

Page 2: San Diego Getting Smarter WORKSHOP slides...LEADING(FORMATIVE(ASSESSMENT(IMPLEMENTATION Nancy Gerzon, WestEd San Diego County Office of Education Getting Smarter Conference Workshop

Session  Outcomes

• Understand  the  roles  of  school  and  district  leaders  to  guide  formative  assessment  implementation

• Explore  strategies  used  by  school  and  district  leaders  to  develop  teachers’  formative  assessment  practice

• Consider  strategies  to  use  at  your  site  as  you  move  toward  this  work  or  similar  work  (personalization,  data  teams,  competency-­‐based  learning)

Page 3: San Diego Getting Smarter WORKSHOP slides...LEADING(FORMATIVE(ASSESSMENT(IMPLEMENTATION Nancy Gerzon, WestEd San Diego County Office of Education Getting Smarter Conference Workshop

teachers students

Page 4: San Diego Getting Smarter WORKSHOP slides...LEADING(FORMATIVE(ASSESSMENT(IMPLEMENTATION Nancy Gerzon, WestEd San Diego County Office of Education Getting Smarter Conference Workshop

Turn and Talk

What  do  you  notice  about  the  students  in  the  following  images?

Page 5: San Diego Getting Smarter WORKSHOP slides...LEADING(FORMATIVE(ASSESSMENT(IMPLEMENTATION Nancy Gerzon, WestEd San Diego County Office of Education Getting Smarter Conference Workshop
Page 6: San Diego Getting Smarter WORKSHOP slides...LEADING(FORMATIVE(ASSESSMENT(IMPLEMENTATION Nancy Gerzon, WestEd San Diego County Office of Education Getting Smarter Conference Workshop

QUOTES on

LeadingFormative Assessment

Page 7: San Diego Getting Smarter WORKSHOP slides...LEADING(FORMATIVE(ASSESSMENT(IMPLEMENTATION Nancy Gerzon, WestEd San Diego County Office of Education Getting Smarter Conference Workshop

Brainstormed  List  – Leadership  Elements

Page 8: San Diego Getting Smarter WORKSHOP slides...LEADING(FORMATIVE(ASSESSMENT(IMPLEMENTATION Nancy Gerzon, WestEd San Diego County Office of Education Getting Smarter Conference Workshop

What  We  Are  Learning  about  Lack  of  Leadership  in  Formative  Assessment

Page 9: San Diego Getting Smarter WORKSHOP slides...LEADING(FORMATIVE(ASSESSMENT(IMPLEMENTATION Nancy Gerzon, WestEd San Diego County Office of Education Getting Smarter Conference Workshop

What  We  Are  Learning  about  Lack  of  Leadership  in  Formative  Assessment

Page 10: San Diego Getting Smarter WORKSHOP slides...LEADING(FORMATIVE(ASSESSMENT(IMPLEMENTATION Nancy Gerzon, WestEd San Diego County Office of Education Getting Smarter Conference Workshop

What  We  Are  Learning  about  Lack  of  Leadership  in  Formative  Assessment

Page 11: San Diego Getting Smarter WORKSHOP slides...LEADING(FORMATIVE(ASSESSMENT(IMPLEMENTATION Nancy Gerzon, WestEd San Diego County Office of Education Getting Smarter Conference Workshop

Completers  v.  Non-­‐Completers  (FAI)

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3 5

17

4

62

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37

7

14

42

7

24

8

0

10

20

30

40

50

60

70

80

90

100

Meetings  with  teachers  at  my  school

Meetings  with  teachers  across  my  district

Instructional  coaches  to  support  course  content

Incentives  for  course  completion  (e.g.  money,  

course  credit)

Release  time  to  take  the  course  

No  supports  provided Other

Percen

t

What  supports,  if  any,  has  your  district  and/or  school  provided  to  support  your  learning  in  this  course?

Non-­‐Completer

Completer

Page 12: San Diego Getting Smarter WORKSHOP slides...LEADING(FORMATIVE(ASSESSMENT(IMPLEMENTATION Nancy Gerzon, WestEd San Diego County Office of Education Getting Smarter Conference Workshop

The  Value  of  Leadership  Support

• 42%  of  completers  received  some  kind  of  incentive  such  as  money  or  course  credit  for  FAI,  compared  to  17%  of  non-­‐completers.  • A  non-­‐completer  explained  the  trade-­‐off  calculation  he/she  made,  “The  lack  of  support  or  incentive  made  the  time  requirement  too  costly  to  complete  the  entire  course.”• Similarly,  37%  of  completers  reported  meeting  with  teachers  at  their  school  compared  to  17%  of  non-­‐completers.  These  meetings  transformed  the  course  experience  to  a  hybrid-­‐like  model  instead  of  solely  online.  • In  face  to  face  meetings  with  other  teachers  at  their  school,  participants  could  discuss  key  concepts  and  share  their  experiences  trying  out  the  strategies  in  their  classrooms.  

Page 13: San Diego Getting Smarter WORKSHOP slides...LEADING(FORMATIVE(ASSESSMENT(IMPLEMENTATION Nancy Gerzon, WestEd San Diego County Office of Education Getting Smarter Conference Workshop

Five  Lessons  Learned  about  Formative  Assessment  Leadership

Page 14: San Diego Getting Smarter WORKSHOP slides...LEADING(FORMATIVE(ASSESSMENT(IMPLEMENTATION Nancy Gerzon, WestEd San Diego County Office of Education Getting Smarter Conference Workshop

Leadership Role #1

Serve as Lead Learners

q Understand  formative  assessment

q Understand  readiness  factors  

q Be  willing  to  not  know  answers

q Embrace  it  when  this  work  gets  messy

q Learn  hand-­‐in-­‐hand  with  teachers

Page 15: San Diego Getting Smarter WORKSHOP slides...LEADING(FORMATIVE(ASSESSMENT(IMPLEMENTATION Nancy Gerzon, WestEd San Diego County Office of Education Getting Smarter Conference Workshop

Leadership  Role  #1:  Becoming  a  Lead  Learner

Page 16: San Diego Getting Smarter WORKSHOP slides...LEADING(FORMATIVE(ASSESSMENT(IMPLEMENTATION Nancy Gerzon, WestEd San Diego County Office of Education Getting Smarter Conference Workshop

Leadership Role #2

Model, and provide

feedback on, formative

assessment practices to

guide instructional

improvement

q Understand  the  continuum  of  learning  teachers  will  undergo  as  they  adopt  formative  assessment

q Observe  teachersq Talk  with  students  about  

how  they  are  learningq Give  feedback  on  next  

steps  in  learning  

Page 17: San Diego Getting Smarter WORKSHOP slides...LEADING(FORMATIVE(ASSESSMENT(IMPLEMENTATION Nancy Gerzon, WestEd San Diego County Office of Education Getting Smarter Conference Workshop

Continuum of Practice

Developing Improving Extending

Page 18: San Diego Getting Smarter WORKSHOP slides...LEADING(FORMATIVE(ASSESSMENT(IMPLEMENTATION Nancy Gerzon, WestEd San Diego County Office of Education Getting Smarter Conference Workshop

Understanding  the  Continuum  of  Learning

Page 19: San Diego Getting Smarter WORKSHOP slides...LEADING(FORMATIVE(ASSESSMENT(IMPLEMENTATION Nancy Gerzon, WestEd San Diego County Office of Education Getting Smarter Conference Workshop

Leadership Role #3

Articulate a vision for how

this work aligns with and supports

instructional improvement

q Establish  clear  expectations  about  the  changing  roles  of  teachers  and  students

q Coordinate  how  this  aligns  with  other  improvement  work  (“Braiding”)

q Align  with  internal  systems  (evaluation,  professional  learning,  goal-­‐setting)  

Page 20: San Diego Getting Smarter WORKSHOP slides...LEADING(FORMATIVE(ASSESSMENT(IMPLEMENTATION Nancy Gerzon, WestEd San Diego County Office of Education Getting Smarter Conference Workshop

Leadership  Role  #3:  Articulate  Aligned  Vision

Page 21: San Diego Getting Smarter WORKSHOP slides...LEADING(FORMATIVE(ASSESSMENT(IMPLEMENTATION Nancy Gerzon, WestEd San Diego County Office of Education Getting Smarter Conference Workshop

Leadership Role #4

Improve the culture of

learning

q Support  new  ways  for  adults  to  learn  together

q Model  cultural  changes  in  adult  learning

q Notice  and  promote  how  cultural  changes  support  student  learning

q Identify  (and  remove)  barriers  to  implementation  

Page 22: San Diego Getting Smarter WORKSHOP slides...LEADING(FORMATIVE(ASSESSMENT(IMPLEMENTATION Nancy Gerzon, WestEd San Diego County Office of Education Getting Smarter Conference Workshop

(Birenbaum, 20115)

Page 23: San Diego Getting Smarter WORKSHOP slides...LEADING(FORMATIVE(ASSESSMENT(IMPLEMENTATION Nancy Gerzon, WestEd San Diego County Office of Education Getting Smarter Conference Workshop

The  way  students  learn  and  the  way  adults  learn  are  very  similar.

In  highly  effective  adult  learning  communities,  we  see  the  same  elements  that  we  see  in  formative  assessment  classrooms,  including:

ü a  focus  on  learningü shared  school  visionü reflective  dialogueü collaborationü shared  responsibility  coupled  with  

high  expectations  for  the  learning  of  all  students  in  the  school

ü individual  and  collective  efficacyü supportive  social  climateü “deprivatizing”  of  practice  

(collaborating,  sharing  practice,  and  planning  with  others)

ü learning  from  errorsü common  language

Page 24: San Diego Getting Smarter WORKSHOP slides...LEADING(FORMATIVE(ASSESSMENT(IMPLEMENTATION Nancy Gerzon, WestEd San Diego County Office of Education Getting Smarter Conference Workshop

Leadership Role #5

Engage in knowledge

management

q Support  each  stage  of  the  change  process

q Recognize  the  time  it  takes  to  do  this  work

q Identify  instructional  leads  and  support  them  to  lead  others

q Find  time  for  teachers  to  have  dialogue  about  this  work

Page 25: San Diego Getting Smarter WORKSHOP slides...LEADING(FORMATIVE(ASSESSMENT(IMPLEMENTATION Nancy Gerzon, WestEd San Diego County Office of Education Getting Smarter Conference Workshop

Leadership  Role  #5:  Support  Teacher  Growth

Page 26: San Diego Getting Smarter WORKSHOP slides...LEADING(FORMATIVE(ASSESSMENT(IMPLEMENTATION Nancy Gerzon, WestEd San Diego County Office of Education Getting Smarter Conference Workshop

Increased  building  dialogue  about  teaching  and  learning  focused  on:

• A  shared  professional  knowledge  base• Specific  lessons  and  standards• What  students  know• Instructional  refinement  aligned  to  goals• Changing  beliefs  and  values• Continual  improvement  of  practice

WITH  MORE  INFORMED  LEADERSHIP  WE  SEE…

Page 27: San Diego Getting Smarter WORKSHOP slides...LEADING(FORMATIVE(ASSESSMENT(IMPLEMENTATION Nancy Gerzon, WestEd San Diego County Office of Education Getting Smarter Conference Workshop

FAI Project: What Teachers Tell Us They Want from their Leaders

• Leaders  who  understand  formative  assessment• Sustained  commitment  through  full  

implementation• Preserved  time  to  learn  together• Feedback  on  implementation• Safe  environment  to  try  out  new  practices• Eliminate  obstacles  to  formative  assessment

Page 28: San Diego Getting Smarter WORKSHOP slides...LEADING(FORMATIVE(ASSESSMENT(IMPLEMENTATION Nancy Gerzon, WestEd San Diego County Office of Education Getting Smarter Conference Workshop

Maryland  FAME  Model

Page 29: San Diego Getting Smarter WORKSHOP slides...LEADING(FORMATIVE(ASSESSMENT(IMPLEMENTATION Nancy Gerzon, WestEd San Diego County Office of Education Getting Smarter Conference Workshop

FAME  Leadership  Elements

29

Pre-­‐Implementation  

Webinars

Leadership  Institute

Online  Leadership  Meetings

Leadership  Essentials  Screencast

s

Mid-­‐year  Convening  (Road  Trip)

Regional  Support  Networks

Page 30: San Diego Getting Smarter WORKSHOP slides...LEADING(FORMATIVE(ASSESSMENT(IMPLEMENTATION Nancy Gerzon, WestEd San Diego County Office of Education Getting Smarter Conference Workshop

Leadership  Competencies

30

Page 31: San Diego Getting Smarter WORKSHOP slides...LEADING(FORMATIVE(ASSESSMENT(IMPLEMENTATION Nancy Gerzon, WestEd San Diego County Office of Education Getting Smarter Conference Workshop

Maryland  FAME  Leadership  Screencasts

Page 32: San Diego Getting Smarter WORKSHOP slides...LEADING(FORMATIVE(ASSESSMENT(IMPLEMENTATION Nancy Gerzon, WestEd San Diego County Office of Education Getting Smarter Conference Workshop

Turn  and  Talk

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Please  reach  out  to  continue  the  dialogue

Nancy  Gerzon

Project  Director

Learning  Innovations  at  WestEd

[email protected]