Reading for Success by 3rd Grade

To hold back or not to hold back…that is the question? Maybe it is, if you are caught up in the trap of binary debate over 3rd grade retention. It is irresistible to enter an argument with adorable children, a high-stakes reading test, and studies that would suggest that 3rd grade is second only to kindergarten in determining lifetime earnings for every citizen on the planet. But we are missing the point. We look back with regret instead of planning for success from Day 1.

Why is it that the dialogue around children who fail does not seem to lead directly to failure prevention? A child who cannot read well by the end of 3rd grade has not been able to read for four years. During kindergarten, that child was the norm, but there was a need for intervention by the end of the 1st grade. Something was not working and should have been changed and changed again through 2nd and 3rd grades until the child was a reader.

One of my sisters – a fabulous 1st grade teacher – has often seemed like my most forgiving advocate in life. It was something I took for granted without knowing why until well into adulthood when she joked about how I had taught her to read. Apparently, she had admitted to me that she couldn’t read one day toward the end of 1st grade. As a 3rd grader, I was horrified and told her to sit down and I would show her how it was done. We worked together at home for a few weeks, which I had totally forgotten over the years. One day during class transition, she decided she was ready. She got up and joined a reading group. The teacher tried to send her back to the non-readers’ group, telling her, “Now, you know you can’t read.” My little sister assured her, “Oh yes I can,” and refused to back down. Her teacher relented and let her show everyone how she could “read.” The class laughed, but the teacher was dumbstruck as a very brave little girl opened a book and read.

That story should be anachronistic, but thirty-five years later another sister was advised by a friend to get her child out of a school because of reading. The friend worked as an aid in a 1st grade classroom. She had observed with dismay as my niece and another child in the classroom were left behind. Every day when the reading groups formed, they just stayed at their desks and looked sad. No one intervened. My niece would continue to struggle in various schools for the next five years until my sister moved her family to another county to get access to a district with a good reputation in Special Education. During 6th grade, a reading specialist assessed her reading at a grade level of 2.3. She worked with her for 18 months and raised that to 6.8 before she entered 8th grade. By 9th grade she was reading well and earning a B in Latin. She is entering college in the fall and plans to become a teacher.

Last year, it happened again. A young family member was having behavior problems, getting into fights. He had been the sweetest, most enthusiastic kid. He was finishing 2nd grade with low reading scores. Again, a family moved and the new school was a better fit. Reading was within his reach, and the young man has recovered his confidence and his good nature. But, like his cousin and his aunt, he had been treated to low expectations and interventions only for the symptoms of the problem in primary grades.

Yes, I come from a family of kids who tend to struggle verbally. However, my unrelated practice as a special educator has introduced me to far too many students who entered high school with 2nd to 4th grade reading skills. As a math teacher, I would pre-teach vocabulary and accommodate reading issues with word problems. I loved to build visual models as concrete bridges to abstract concepts. But I worried about my students’ futures as adults trying to earn a living and have families with such barriers to success.

On a hopeful note, some of the lowest performers had picked up at least a couple of grade levels in reading by the end of high school. Ironically, this was during the early years of high stakes testing. Under pressure, the system was able to deliver 2-3 grade levels of progress in 4 years. Unfortunately, there had only been a year or two of progress toward grade level in the previous 6-8 years. What had happened?

My SchoolsRetooled world view mentions my belief in miracles in Special Education. However, a truer translation would suggest that those beneficiaries of the miracles were actually children with far more ability than at least some of the adults in charge of their educations had expected. A missed intervention by 3rd grade can make a middle or high school special educator seem like a wizard. But I don’t really want the heroics; I want the best interventions in place when they still can prevent small problems from escalating into seemingly insurmountable obstacles.

Update and Correction – email from my sister…

Good morning Kathleen,

I enjoyed reading your blog this morning. Its well said and to the point. I don’t mind you sharing at all. I tell my students about it every year. I tell them not to let someone else’s thoughts decide what they can do. I also tell them to take up for themselves when they need to. They are always amazed that you could teach me to read. You were actually younger. You were in second grade and I was in kindergarten, but the sentiments are the same. I should find a picture of that teacher and put her up in my room to visually remind me when I need to rethink how I’m working with my children. I bet I could get one from Fox. I may just do that. I should also post a picture of a teacher that inspired me. Thank you. You’ve given me food for thought.

May 15, 2012 at 11:18 AM Leave a comment

Want to Change STEM to STEAM? BUY ART!!!!!!!!!!!!!!

We are in the golden age of turn-of-the-21st-century art. Really. My husband and I are art lovers who spend many hours of our free time each week visiting artists in their open studios, pop-up exhibits, or openings. It can be the most exhilarating experience to find a new artist or piece of work in the unknown zone of urban guerrillas in transition neighborhoods or the warm glow of nurturing artist lofts. The downside? Seeing the un-purchased work still hanging on the wall years later as brilliant artists struggle to keep their studios and their dreams alive.

In the Renaissance, the convergence of math, physics, art, and music brought European society out of the dark. And the philosophers gave us hope and angst. So it is for educators as we realize the need to nurture the minds of our young with STEM studies even as we feed their souls with Art. Uh, is there a problem here? Yes…the artists are still going to starve.

The schools of art are doing their part. The students are expanding their horizons and developing into wonderful artists. The arts community has collaborated to create safe harbors for creation of new art, critiquing one another’s work, and displaying it whenever and wherever possible. Local politicians, cultural councils, and corporations try to support these communities. However, the missing element continues to be the buyers of art among every day citizens.*

Art collecting in the stratosphere is not the real world, yet that is where the publicity lies. In reality, local work from very talented artists is accessible geographically and financially. Some buy one work a year for a lifetime of joy around their dwellings. For others, there is a great work that is the one-time purchase and the centerpiece of their decorating. The biggest part of the market, however, remains the underground network of bartering among the artists themselves while their day jobs sustain them and their families.

Demand stimulation is the theme for our decade. Just wanted to put in my plug for the artists. Please, go to open studios and buy art. You will find something you love, and it will make you very happy.

*(Or the local museums with megabucks expansions, but that is a topic for another day…)

May 14, 2012 at 11:27 AM Leave a comment

Teacher Prep Needs to Lead – Not Follow

Higher education must attract talented students and prepare them for careers in their chosen fields. However, an equally important aspect of their core mission must be the genesis of new ideas and leadership in innovation. I am all for quality assurance among educators, but the current dialogue around regulation of teacher prep is the stuff of lowered expectations. How can we insist on incentives to look backward when incubation of solutions for the future is what will drive their real value-added?

Recently, I spent some time at the DesignEd Symposium learning about collaboration among Boston-area design schools. It was fascinating to explore issues of creativity, innovation, and excellence with a group of educators, students, and industry leaders. The usual issues of cost, attrition, and performance after graduation – universal themes – arose in the conversations. However, the one big takeaway for me was the need for universities to drive the process of innovation, not just deliver graduates who are career-ready. This is an important component of the mission of higher education that seems to be under-appreciated in discussions about teacher prep and quality assurance.

The Department of Education has been developing guidelines for teacher prep programs that promote quality through accountability for the performance of their graduates on the job. I remain among the skeptics when it comes to holding institutions accountable for people over whom they no longer have any direct line of authority. Beyond that, we are working with the presumption that left unregulated, the teacher prep programs will deliver substandard graduates…more lowered expectations. As if this were not enough, we add insult to injury with proposals that would leave them hamstrung by the process of constantly assessing past trainees rather than investing their resources in the future of teacher leadership.

Absent regulation, schools of education and their school district partners have long histories of collaborations. Pre-practicum experiences and student teaching allow candidates to develop relationships with future employers who will observe their performances first hand. New teacher portfolios, references, and classroom auditions offer insight for employers. There is ample opportunity for communication and feedback between teacher prep programs and school systems who hire their graduates. Neither party wants new teachers to fail. Further, creative tension between current performance and future innovations is a good thing. A visionary teacher prep program needs to be improving constantly, not waiting for instructions from their clients.

Budget limitations have created zero-sum games for most players in education. In the short-run, there will be a real loss in innovation in direct proportion to the size of the burden of teacher prep regulations. However, the long-term impact of failure to drive the industry forward will far outweigh any short-term reduction in uncertainty about the quality of new hires.

May 10, 2012 at 3:28 PM Leave a comment

Why School Financial Statements Need an Overhaul

Wasting resources intended for our children or our retired public servants would seem to be reprehensible. Ironically, the government accounting systems that were created to protect these beneficiaries from fraudulent use of funds have become culprits. Regulatory accounting impedes analysis of the linkage between funding and mission. Further, its details are inadequate for building the robust models needed to evaluate the effectiveness of the delivery system.

Just a few of the problems with financial statements for public education…

  • There is no direct link between the sources of funds and the students served.
  • District accounting reflects compliance with regulations instead of education priorities. There is no standard for distribution of funds across content areas, cohorts of students, or programs (e.g., STEM).
  • School-based accounting shows only a partial list of accounts. It does not capture full measure of resources invested in the educational effort or allow assessment of return on investment.
  • School financial management guidelines are preoccupied with petty cash – vending machine and event cash receipts – not big picture funding of the school’s mission.
  • Governmental Accounting Standards Board (GASB) guidelines for pensions do not require accurate assessment of plan solvency.
  • Lack of transparency renders fiscal oversight dependent upon translation by insiders.

Incumbents in school district finance or building leadership are specially trained in the esoteric demands of the existing regulatory model. Many have never worked outside of the industry. The echo chamber cannot be expected to identify the problems and agitate for change. Indeed, inexperience, lack of knowledge, or comfort with the status quo may conspire to obstruct progress toward a fiscal model that informs decisions without loss of integrity to regulatory intent. Nevertheless, we need change now.

May 9, 2012 at 9:28 AM Leave a comment

Bridging the Gap…A Roadmap to Tomorrow

Play it again…this time we are going to get it right. Let’s put that stake back in the ground and make a promise to the current kindergarten class that they will be the new “no excuses” cohort. For them, there will be no achievement gap. And, because we are smarter this time around, we know we can focus on them without forgetting their older or younger brothers and sisters.

The Kindergarten-Grade Three Cluster – New World Order

Today, make the declaration for all entering kindergarten students who may be at risk that, “This ends here!”  They will become the universal “no excuses” cohort across the nation for whom there will be no achievement gap.

Establish an elementary school grade cluster of K-3 with an administrative leader and dedicated team who are charged with establishing proficiency in basic literacy and numeracy by the end of grade three.

Define benchmarks for progress toward that goal and tracking systems for the whole child. Ensure alignment vertically and assign accountability clearly for academic and psychosocial SMART goals.

Plan proactively, but assess progress and remediate as necessary. Create a planning cycle of continuous plan adjustments and growth.

Offer extended day programs for play, academic support, and social skill building.

Grades Four through Eight – Catch-Up Time

Analyze data from the lower elementary grades to identify students with special needs or risk factors. Pursue academic accommodations in the general education setting. Supplement content courses with special skill-building sessions to bring entering students to a common level of proficiency.

Engage all of the children in the dialogue about their learning. Set goals with them and have them chart their own progress. Accentuate their physical, intellectual, and psychosocial growth in anticipation of puberty. Intend their self-awareness as higher level learners in upper elementary grades – especially prior to onset of puberty.

Continue to plan, defining benchmarks and accountabilities, ensuring vertical alignment, and measuring progress.

Create extended day programs that offer options for skills laboratories, homework support, and extracurricular activities. Identify students with special strengths or talents for deeper engagement and development, e.g., STEM, writing, art, or music.

High School – Rushing Toward Readiness

Engage students immediately in academics with a vision for college and career readiness. Quickly assess entering students for academic progress to date and offer remediation to bring students to a common skill base. Offer extended learning opportunities to make advanced placement accessible to a broader number of students.

Open, or continue, the dialogue with the students about their individual growth plans and goals. Integrate personal interests and objectives into discretionary assignments.

Challenge, challenge, challenge…in preparation for college.

April 24, 2012 at 8:33 AM Leave a comment

Communicating Priorities in Education

If you want it, you have to ask for it. Let’s make it “Show Me” time to assure educators that we care about more than test scores. Ask them for details on other priorities, and support their local analyses of discretionary resource allocation in every school. In addition, update certification and facilities standards for alignment with priorities.

PreK-12 education should…

  • Guarantee that every child has the foundation knowledge at each benchmark year (3, 8, 12) to continue successfully as a lifelong learner.
  • Provide well-rounded instruction in English language arts, mathematics, social studies, science and technology, the arts, physical education, and foreign languages.
  • Be transferable across state lines without excessive need for supplemental skill-building or redundant content.
  • House the academic efforts in appropriate, safe, and efficient institutions with universal access for at-risk populations and reasonable attempts to offer flexibility to accommodate all others.
  • Provide advanced placement courses in all major content areas for high achievers.
  • Supplement educational efforts during out-of-school time to make it a way of life.

Accountability for baseline knowledge is well covered in the national dialogue. The Common Core is addressing the need for interstate mobility. However, there remains an information gap on additional priorities. We care but we do not document the details. It’s analogous to teaching material that never makes it into the grade book. No one believes it really matters.

The first step is to collect data on the financial investments made by every school in its content areas listed above, at-risk population, AP courses, and school facilities. In addition, information concerning enrollment, class sizes, and instructional time should be added to the attendance and graduation statistics. Participation in extracurricular activities and other out-of-school activities should be documented as well.

Tests are being given to inform us about student achievement in benchmark years. However, we do not support certification and facility standards that recognize the importance of 3rd grade. Can we make this an endpoint for classifications of professional preparation or school design?

Beyond building design for age appropriateness, what changing needs do we envision for the future of schools and their extended communities? What else do we need to track?

April 4, 2012 at 10:28 AM Leave a comment

NCLB 50% Rule Needs a Fix

NCLB broken? Not AYP – the children cannot wait until 2055 for a growth model to see results. It’s the presumption of guilt that misses the mark. Where’s the proof that 50% of the teachers are at fault?

 Schools need to turn around any of the following…

  • Large numbers of students not achieving proficiency in math and literacy
  • Subgroup achievement gaps
  • Low graduation rates
  • Poor attendance

There should be no argument that any of these indicators of failure require immediate intervention and persistent management until successfully resolved. Wildly successful schools for the privileged included. The fact that many children benefit from a school’s services does not discount the evidence of a corrupt system if it fails to include specific populations. The latter group cannot be marginalized and underserved. This is America.

That said, Americans also benefit from the presumption of innocence in the eyes of the law. Unfortunately, blame-gamers and union-busters had their way with the wording of the NCLB legislation. Teachers protected by seniority rules and union membership were presumed to be the guilty parties in the under-educating of our children. Accordingly, turnaround status for a school entitled its leadership to terminate up to 50% of the teachers. Pick 50%…any 50%…and the hands of the failed leader would be untied and success would ensue.

Teachers are very important, and every child deserves to benefit from the best instruction available. However, educators have failed to document what good teaching looks like, provide meaningful evaluations and feedback, or match motivation to the mission. It is wrong to target teachers at the whim of administrators who are postponing their own accountability. Objectivity and mutual goals must be cornerstones of education reform.

So, let’s fix this 50% rule and get on with the process of evaluating and motivating teachers with the managerial excellence we are capable of delivering.

 

April 3, 2012 at 7:58 AM Leave a comment

Every Child Has a Right to Stop Failing

Children learn how to make decisions and manage themselves through trial and error. Both rewards and consequences are important aspects of exploration. However, children must have the right scaffolding and supervision during that process. A child in a chaotic world cannot break his or her own failure cycle.

I am one of those teachers who are willing to drag a kid kicking and screaming all the way to a success if I must. Many children trapped in failure cycles jump into the fast lane to calamity as a self-fulfilling prophecy. Too much time has passed since their last success for them to remember how it feels to be on the path to virtue. Someone has to engineer the right solution and restore the innocence of a world in which good things can happen.

This approach is not the only strategy in my toolkit, but it is one that cannot be discarded. Children of poverty, families in transition, individuals with depression, anxiety disorders, or substance abuse – all are examples of people who are prone to underrate their expectations for the future. Their ability to fight for a success is impaired, and someone needs to either raise their expectations or create a force that tips the scales in favor of a reward for their persistence. I do not recommend this as a way of life, of course; rather, a catalyst for change until they show the resilience to keep going on their own.

Failure often can be a learning experience, and children have both a right and a need to understand this. I get that. From an academic perspective, the scientific method must be robust enough to include the full spectrum of positive and negative outcomes. Creatively, children must test boundaries to discover new ways to solve problems. Behaviorally, children need valid feedback in response to their choices. Socially, children must have the right to find their own way through freedom of choice and less sheltered reality-testing. A decision tree without all of the options or consequences is unrealistic at best, dangerous at worst.

But I still selectively engage kids in episodes in which failure is not an option. Negative consequences can be meaningless to many children in distress. A child who has been labeled as bad for a while has well-developed defense mechanisms against even hearing negative feedback. A child in a chaotic world may see only randomness. A child with a substance abuse issue will seek a second opinion with a like-minded peer while getting high. A child with depression may just shut down entirely. Most cannot be mobilized or redirected without proper support and higher obstacles to failure.

This is my world view, not an artifact of urban experience. In fact, my kryptonite is the intersection of affluent suburbs, with quasi-utopian philosophies, and populations at risk. School psychologists working with the children of doctors, lawyers, and financiers often deal with children who are overwhelmed by their parents’ expectations for them. As advocates, they must fight for the student’s right to fail occasionally without hyperbolic reactions from parents, which can range from draconian consequences to overprotection. However, this approach to therapy can be counterproductive in programs for children with behavioral or emotional disabilities. Kids at risk need success trainers more than they need consequences regardless of their zip codes.

March 28, 2012 at 11:07 AM Leave a comment

More Musings on School Finance

School finance is definitely not mission driven and procedures reflect policy and compliance. Further, an emphasis on Federal compliance guarantees that the details do not reflect the state and local exigencies, despite the fact that most of the money and all of the children are local.

The big headings in school finance include…

  • General instruction
  • Student services (special ed, guidance, etc.)
  • Food
  • Transportation
  • Facilities

These topics fit the federal funding concerns. To think and manage locally, wouldn’t it be better if the last four items were subheadings to the bigger heading of educating children at each school?

Looking at the details, or lack thereof, in the federal requirements for school district reporting…

  • Details are in the sideshows, not the main event. For example, there are as many mandatory line items for the Agriculture subcategory of Vocational Education as there are for Instruction in general.
  • Mandated reporting is at the LEA (Local Education Authority) or district level.

What if we changed the details to recognize priorities within the mission of education and mandated that the reporting start at the school level and build up to the LEA aggregates?

Looking at how the business management functions within school districts are managed, there is a distinct shift toward, then away from, decentralization based on school district size.

  • School districts seem most like to decentralize business functions when they hit the 10,000 to 19,999 student size
  • Business functions are re-centralized for districts with 20,000 students or more.

Is there a creative shift that occurs in the moderate sized districts that could be exemplary for effectiveness within functions that is lost in larger districts? Or is it that a cumbersome collection of processes can be better underwritten centrally in the largest districts?

Anyway, just a few thoughts on a topic in development. Yeah, I can be boring…but I hate wasting the money dedicated to those who are least able to defend themselves.

March 16, 2012 at 11:04 AM 1 comment

Mortgaging the Future of Schools

What is a healthy debt load for a school district or other education authority to carry? Taking a first glance at the funds flow and balance sheets of a handful of school districts, there seems to be a wide variation in debt and debt servicing obligations. Investments in facilities and carrying unfunded pension benefits would account for most of these liabilities. So who is minding this store?

One of the key strategies for elementary and secondary education reform is decentralized funding of students. Directing dollars to mission just makes good financial sense. So does economic analysis of the production function that supports student learning. However, a less tangible benefit of this movement would be the improved transparency of financing decisions overall. In fact, to keep the primary mission of educating children intact, we need to get a handle on prior commitments of funds that will crowd out future investments in our children.

School districts across the nation have spent money on facilities or promised generous pensions to retirees in a manner that belies the shallow pockets of finance available to them. Cities and towns generally share control over their district school budgets and building funds with school committees, composed of elected or appointed local citizens. Often, a small number of committee members drive fiscal decisions, and they tend to be tightly aligned and like-minded incumbents. The depth of insight into the long-term financial impact of politically expedient decisions cannot be underestimated.

Decisions to mortgage the future of schools cannot go unchecked. Nor can they be swept into a blanket funding formula that rewards the highly leveraged at the expense of those who have been more prudent fiscally. We need to assess the solvency of all school systems and develop policies to serve the children equitably in the future. In the meantime, we need to go forward with attempts to develop weights for direct student funding that goes to current operating expenses, not to finance excess liabilities.

March 14, 2012 at 1:33 PM Leave a comment

The Teacher Prep Debate – Of Double Standards and Managerial Dodge Ball

Teacher prep programs cannot be forced to maintain a longitudinal tracking system on the career progress of their alums. Such a system would violate the privacy of the individuals who were monitored, answer only genuinely academic questions – not timely solutions to problems, and crowd out more prudent investments in higher education for teachers. In the meantime, districts would be allowed to dodge accountability for talent management while sitting in the real locus of control. All the while, a revolving door of TFA darlings would bypass scrutiny as they churned through the schools with guaranteed turnover. In the end, the only real change in the picture would be a serious fracture in the long history of collaboration between teacher prep programs and school districts – one of the greatest assets we might have leveraged.

Teacher prep programs are being targeted for accountability in teacher quality. Under consideration is a Federal plan to have schools of education track their graduates for up to ten years after program completion. The goal is to sort the good from the bad and hold the prep programs accountable for any shortcomings in future teacher performance. The hair on the back of my neck is raised as I consider the Bill of Rights, school district responsibility for talent management, and the perennial boot camp teacher prep experiments. School districts and teacher prep programs have a long history of collaboration. Why kill this strength by pitting the two against one another?

Employers are responsible for hiring the best people for every job, supervising and motivating them effectively, and assessing their continuing value to the endeavor. Employees enter an organization honestly and with appropriate preparation. They share responsibility for keeping themselves whole on the job. Continuous growth and professional development must be valued on both sides of the contract. When these conditions are not met, employers and employees have a problem to solve. External parties may be asked to facilitate the process, but nowhere do labor standards call for privacy invasion or deflection of responsibility onto unrelated parties.

Teacher prep programs are supposed to get their students ready as teachers. School districts hire those people, and the locus of control over the situation is transferred. The education schools are essentially off duty with regard to specific students. In fact, just as the districts must have permission from prospective new teachers to seek information from their prep programs, the prep programs have no right to seek and track employment data about anyone except their own employees. They have no right to invade the privacy of their alums. Nor do they have any control over the conditions of employment that exist after students leave their programs.

Employment is always a “buyer beware” situation. If districts suspect they have hired teachers who are inadequately prepared for the job, they are protected by probationary employment contracts. Experienced leaders must assess the situation and, in consultation with the new hire, make a plan to remediate and reassess. A trend in bad hires from particular teacher prep programs is instructive much more rapidly than a gratuitous multi-year tracking system. In addition, prep programs may well have addressed constructive feedback from districts and improved their outcomes before the negative data stream has been aggregated, analyzed and reported.

And what about alternative pathways to credentialing of new teachers? I happen to believe many of these programs bring good teachers into the education field, but they benefit from a double standard in any regulation of quality. Teach for America (TFA) only asks for a two-year commitment, by which time novice teachers are considered barely adequate practitioners. Yet we only hear good news about their contributions and worry about losing them to what is prescribed turnover, not issues of quality.

Schools of education and school districts may continue to leverage their relationships to improve teacher prep as well as sustaining educator vitality on the job. However, their primary roles should not become blended, nor should their respective accountabilities be diffused.

March 5, 2012 at 12:29 PM Leave a comment

Maybe “Bully” Should be Seen with a Parent or Guardian

To be authentic, a movie about bullying may not be able to pass all the hurdles for the access provided by a PG rating. Meanwhile, what parent of middle or high school students isn’t looking for an opportunity to see a film with his or her child? The kids already know what is going on, so seeing it with each other may not be the point. Take your child to see the movie, and then talk about it.

The movie Bully has been rated “R“ by the Motion Picture Association, making it less accessible to the very population that it targets. However, I am not sure that changing the rating is the best solution to the problem. Perhaps part of the point could be that the language that mandates an “R” rating does not belong in school. In fact, reversal of that standard would imply that the abusiveness we wish to protest has become an accepted part of the landscape.

My husband and I looked at each other the first time one of his kids dropped the F-bomb in casual conversation. How should we respond? As Baby Boomers, we grew up in a generation that had challenged authority and the limits of the vernacular. However, peppering everyday conversations with any of George Carlin’s Very Bad Words was not intellectually defensible. Yeah, we may have earned a few language citations of our own among our friends, but controversial language needed to pass the test of approval by everyone within earshot, not just one’s inner circle.

And bad words are not just the profane ones. Any language can be turned into a weapon with intent. Again, we looked in the mirror. Sarcasm and irony are valued highly around the house. And no one was prouder than we were when the kids developed their ruthlessly dry wit. Fortunately, there was a teen improv group through which to diffuse mean jokes across a larger audience. But what are the limits?

Then there’s the notion of competitiveness. Isn’t that when an athletic event or debate makes us stronger by allowing us to totally triumph over worthy adversaries? Or some days just sort us into winners and losers? It gets complicated, especially when supporters gather. Is the home team advantage anything more than outnumbering the other guy?

Empowerment is good; arrogance is bad. But who is the judge when even genuine success can be fleeting? We constantly look for opportunities to bolster ourselves and our friends and families. Our homies need us. They are not a gang, are they?

We do not stand taller when the other guy falls down, but no one knows better than a Bostonian that the other guy’s missed field goal can get you into the Super Bowl…

Kids need help sorting it out. So do we. Read the stories, watch the movies and TV shows, and then listen. The kids may come to the right answers faster than we do.

March 1, 2012 at 9:46 AM Leave a comment

Student Funding and the Healthcare Precedent

It is in our children’s best interest to match school finance to the mission of providing them the best education services. Weighted-average student funding could drive this focus on education’s mission, and lessons from other industries have shown how it can be accomplished. The question remains…Is the education leadership ready to take up this challenge?

In 1983, structural change began in the healthcare industry, driven by a new Medicare reimbursement program. In an attempt to control costs and create a path to case management, the Health Care Finance Administration organized hundreds of procedures that involved hospitalizations into Diagnosis Related Groups (DRGs) and set global payments for hospital care. Administrators were overwhelmed as they rushed to tweak accounting and data systems that had been rendered obsolete overnight. At the same time, they looked to quality assurance programs and utilization review with new urgency. Previously, hospitals had been compensated for their costs, without regard to efficiency or outcomes. Industry leaders were extremely concerned about financial failure and deterioration in quality of care. So what does this have to do with education?

School finance has been driven by costs, not outcomes for students, and financial accounting has been tailored to fit that model. DRGs in healthcare could be considered analogous to weighted-average student funding in education. Conversion to DRGs for healthcare reimbursement created a lever for change that cut across the entire industry. Hospitals were challenged to create data systems that informed them about individual episodes of care, both in terms of costs and outcomes. A new mindset was needed for case management and, while the transition was difficult, the emergence of patient-focused treatment, within hospitals and beyond, had to happen.

Lessons from the conversion to DRGs could be useful for educators as they begin the journey to student-centered finance and education services. Despite student centrism in the classroom, education’s mission and financial incentives have not been in synch. Like the hospital model, administrative overhead and bureaucratization have generated a burden for school districts that detracts from direct student services. Further, case management from a revenue, expense, and outcome perspective only occurs in isolated situations.

Charter schools have shown the benefits of direct student funding and outcomes management. Is it time for education finance to begin the transition to this model for all schools?

February 24, 2012 at 9:25 AM 3 comments

Third Grade on the Line

There seems to be little argument about 3rd grade as a benchmark year for children. Basic reading and numeracy skills acquired by the end of the 3rd grade are essential to their success in school, perhaps even life. If this is such an important milestone, why not reorganize schools and appoint leaders accountable exclusively for grades PreK-3?

Have you ever had a small child look up at you in genuine fear reporting back from an abandoned trip to the bathroom? “There are big kids in there.” They are terrified. K-8 schools make sense in some ways, but the age and size spreads can be daunting. Never mind the cognitive and emotional rollercoasters faced along the way. The search for connectivity from the first day of school through puberty is a noble one. So is the child’s need for belonging within the local community of family and friends. But these exigencies can be met without diffusing responsibility for the academic benchmarks to be achieved or unique psychosocial needs.

Historically, the movements from junior high (7-9) to middle school (6-8) to elementary school (K-8) have been driven by the needs of early adolescents. However, the youngest members of the school have gotten a bit lost in the shuffle. Placement of fragile, security-oriented children on a collision course with the largest and most narcissistic cohort can overwhelm them and obscure their needs.

Children between prekindergarten and 3rd grade make the transition across two stages of development and acquire the skill necessary to move from play-based learning to the milieu of applied academic industry. That is enough for one school team to accomplish. In fact, the work done in the early elementary years is so crucial to future achievement that researchers are beginning to tie failure to meet these benchmarks as hallmarks of failure to finish high school and loss of access to successful  careers in adulthood. Clearly, a strong case could be made for a PreK-3 school where children had the advantage of a focus on their specific needs and educators had exclusive responsibility for bringing all the children to a single level of competency.

Optimally, neighborhood schools for PreK-3 and 4-8 could be in sight of one another and share many services, such as food and transportation. Combined school communities are better able to underwrite shared facilities for the arts, technology, or physical education. In addition, elementary school children benefit from sheltered contact across grade levels. Smaller children enjoy mentoring by the older children. Young adolescents profit from learning about child growth and development as a context for their own maturation processes as well as training to assume childcare responsibility as babysitters. But they still need their own small learning communities.

(Prior post…Finding the Best Split for K-8 Elementary Schools)

February 22, 2012 at 11:23 AM 1 comment

Reinventing Schools – Without Charter District Conversion

Incredible work has been done in New Orleans and elsewhere demonstrating how charter schools can reinvent public education. Decentralized funding and managerial autonomy were two factors that proved essential to that success. Reformers are clamoring to duplicate the model of charter school funding and governance in wholly charter districts. The question arises – does this mean that every school in a district has to be a do-over?

After Katrina, the New Orleans schools were in shambles. Replacement charter schools seized the opportunity to implement education reforms. The experiment has resulted in strong achievement for the students. Rarely do such opportunities present themselves outside of war zones or natural disasters. So, how can the essence of this demonstration project be duplicated in other regions?

The process of breaking up every school in a district has a cost that does not need to be incurred. However, any program designed for successful dissemination of innovation in school funding and governance must be implemented thoughtfully. The dialogue could be developed around two essential questions…

  • How can a district achieve an orderly transition through gradual release of money and power to trained school managers with the least disruption to the children as their achievement grows.
  • What does the training for these new school leaders need to entail?

Drawing on strengths yet addressing urgent need would suggest a combination of breaking up the worst schools while implementing new management innovations in the best district schools. The former must achieve change as quickly as possible; the latter presumably have the organizational vitality to thrive under conditions of change.

In the short run, the answer to the second question seems moot. The time for change is now. Turnaround teams and managers of change demonstrate a special kind of leadership. Transition teams from outside of education need to be inducted into the industry quickly as partners in the process. At the same time, traditional school leaders would benefit from general management training and greater community engagement.

In the long run, however, a new model of school leadership will emerge that has a general manager running the overall organization, and instructional leaders and community liaisons managing collections of small learning communities. Each will demonstrate excellence in his or her discipline. As the model evolves, overlapping training would allow career mobility across the education complex.

February 10, 2012 at 8:03 AM Leave a comment

Remembering Dr. King

Essential reading for the day…

A few years ago, I was working with a ninth grade advisory group as they were exploring their identities and how they were influenced by personal heroes. One of the girls chose to recognize Martin Luther King, Jr., and three identified with Maya Angelou. The students were about the same age I had been when Dr. King was assassinated, and I was surprised to realize how much of my knowledge of this great man remained as it had been formed in childhood. On Angelou, I had read “I Know Why the Caged Bird Sings,” but not the other four books that comprise her autobiography.

Together, we examined Dr. King’s life from the perspectives of the man, the mission, and the message. The student who chose to continue found her focus in the state of his dream and how it inspired her in the present. We talked about how Maya Angelou had been silenced by abuse as a child and found her voice in music and poetry. The assassination of Dr. King was the turning point in her life when she became an activist to keep his dream alive. However, each of the three young women studying her life saw her differently. While they all considered the events of Angelou’s youth similarly, one was inspired by her ability to open up and give and accept help from others; another wondered what drove her activism; and the third seemed most interested in how she achieved celebrity. Regardless, it was an incredible experience learning with my students.

On this day of reflection, Dr. King’s words remain essential to our world view. Always a good read.

January 16, 2012 at 11:23 AM Leave a comment

Seven Keys to Education Reform

This brief explores key levers of change to eliminate the data limitations, institutional myopia, bureaucratization, and mismatch between mission and incentives that interfere with sustainable reform of elementary and secondary education in the US.

Download PDF – click title below

Seven Keys to Education Reform

Cover letter enclosed in mailings….

Education reform is among the highest priorities in the nation. At the heart of the problem is a system that suffers from data limitations, institutional myopia, bureaucratization, and a mismatch between mission and incentives. The toxic culture that is a product of this environment obscures the vision for 21st century educational excellence. Restoration of the vitality of existing institutions is a crucial building block for the future.

The enclosed document, Seven Keys to Education Reform, offers insight into strategic adjustments to the levers of change for sustainable improvements in the U.S. education system. Predicated on system reform, this no-fault approach calls for an end to the search for culprits among educators. Rather than pursue divisive policies, the Seven Keys remove obstacles to professional growth and collaboration while providing an infrastructure that quietly functions in the background, no longer distracting teachers and instructional leaders from their core mission of educating children.

We appreciate your consideration of this point of view and welcome comments.

January 13, 2012 at 2:36 PM 3 comments

Age Discrimination Is Not Just Illegal – It is Wrong

In America, it is illegal to discriminate against employees on the basis of race, gender, religion,… or AGE! However, the last attribute is the one I have found missing most often from explicit lists in anti-discrimination policies of public school districts. And the rhetoric in the field suggests that this omission is not accidental.  

I’ve had it. The excerpt below came from a New York Magazine article about a principal in an elite public school in the Bronx, but it could have arisen just about anywhere in education…

“She devised a two-part strategy: Those new teachers who couldn’t or wouldn’t teach her way would not get tenure; the older, set-in-their-ways teachers would retire sooner or later, making room for young ones she could train herself (Reidy generally hires new, unmolded teachers, not experienced teachers who have earned tenure elsewhere). *

Not only does it espouse a pedagogical one-way street, it also embodies the age bias that has become an accepted part of the landscape.

As an industry, we have become complacent about laying the blame for problems in education on people who, upon reaching a fairly early middle age, have failed to die…or at least go away quietly. A system of tenure combined with a pension trap may engender stagnation on the job for some; however, the presumption of ineffectiveness based on a demographic attribute is prejudicial and, frankly, ignorant. Further, an incentive system that fails to facilitate frequent self-assessment, goal-setting, and review over the entire course of a career is the real culprit, to the extent that teachers are complicit in disappointing results.

Age bias hurts everyone and should offend everyone, not become a policy initiative. From a legal point of view, the statement cited above offers prima facie evidence of discrimination. In addition, it bolsters a naive approach to leadership that ignores the combined values of diversity and authentic staff development in the vitality of any organization. Preference for young employees overlooks the value added by age and experience. It deprives younger staff of natural mentors. It eliminates institutional memory. And it has no end game for employees. Being young-at-heart has no value – one simply must not get old.

Finally, if age bias is not effectively remedied by the leadership in education, school districts will get exactly what they deserve…an age discrimination case in the courts which forever protects every charlatan who happens to be an older adult along with all those dedicated teachers of a certain age who continue to devote their lives to the education of children despite the insidious prejudice they face every day. And it should, because they all deserve equal protection under the law and the full benefits of the American constitution.

*Source: http://nymag.com/news/features/bronx-high-school-of-science-2011-12/index2.html

December 29, 2011 at 12:19 PM Leave a comment

Colleges Need to Get Real

From education to finance, American institutions have raised avoidance of accountability to an art form. The blurring of lines among industry players has allowed them to diffuse responsibility for their basic missions. Within education, high schools and colleges are collaborating creatively in dual enrollment programs to lower failure rates. Ultimately, however, they may be conspiring to conceal inadequate college preparation by offering college-lite for an exorbitant price to students who cannot afford it. Their efforts would be better spent getting back to basics on their own turf. 

College (kol-ij) n. a place where students go to finish high school and/or get ready for grad school while accumulating massive amounts of debt. Often found adjacent to prestigious institutions offering access to elite faculty who can only be seen by students pursuing advanced degrees.

There was a time when wealthy young dilettantes who needed a little more time to grow up attended exclusive prep schools that their parents could afford with ease. The goal was success in college once they were ready. Somehow, the American Dream has mutated such that financially strapped, first-generation college students are paying premium prices for four-year prep schools, followed by unemployment and massive debt problems.

Something is wrong in this picture. The first clue is the huge debt burden among young people…many of whom are also jobless. The culprit? No one in particular. Rather, it is a perfect storm of weak public schools, nouveau all-star colleges, and opportunistic financiers. Before we can solve the problem, however, we must unravel the fuzzy roles and accountabilities lost in emerging partnerships, collaborations, and joint ventures. The punch line: colleges need to better serve their undergraduates in the primary mission of higher education, high schools need to ensure that their graduates are truly ready for college, and financial institutions need to share the burden of risk or lower their interest rates.

Let’s begin with the public school system and college readiness. Ten years ago, the nation set the goal of college readiness for all students by high school graduation. Most schools have fallen behind on that goal, according to standardized tests. Nevertheless, as an alternative to testing, many high school principals naively set out to achieve 100% college application rates among graduating seniors as a proxy for readiness. Well-meaning guidance counselors facilitated broad searches for colleges and helped students complete applications; volunteers supported students through their applications for financial aid. For many low-income families, children were going off to college for the first time. Mission accomplished.

Colleges experienced higher application rates and, in many cases, higher acceptance rates among their admitted applicants. Free market economics worked, and colleges raised their tuition and fees in response to this increase in demand.  Administrators were bewildered but pleased to discover that a more expensive college seemed to attract even more applicants. In addition, oversubscribed colleges were strapped for dorm space, asking students to share tight spaces for more money. In the meantime, want ads were full of opportunities for adjunct faculty members. Access to tenure-track teachers became elusive. Students found themselves paying Ivy prices for average schools at best.

Meanwhile, financial institutions expanded college lending operations and actively courted university officials for access to students for underwriting purposes. Interest rates to students rose, and risks for banks declined with government payment guarantees. All agreements were packaged by the schools, and banking relationships were ancillary.

As colleges grew in size, undergraduates found themselves with fewer safety nets. To complicate matters, many students and their families were unaware of the strings attached to financial aid. Need-based scholarships turned into high-interest loans when ill-prepared students failed to meet GPA requirements for retaining those scholarships. Already committed, students chose to sign the loan papers and stay in school. The Dream would remain within reach. Predictably, college drop-out rates soon grew, along with a new underclass of young people faced with a mountain of debt. In the highest-risk populations, college completion rates fell to the single digits.

To address this problem proactively, some very good dual enrollment programs have been developed that offer previews into college course work at little or no cost for high school students. This has become an important part of the community college mission in many localities. However, four-year colleges also have gotten into the act to grease a path to long-term commitment for students who have little chance of success. In addition, many institutions have all but forgotten their attention to excellence in undergraduate education. They offer a rite of passage that holds empty promise for students passing through them, continuing the new tradition of poor preparation for life. As college-lite has become a reality, graduate degrees have become the expectation for many professions.

We are not doing our young people any favors by dealing in false hopes. High school diplomas need to represent genuine college readiness. At the college level, $200,000 is too much, but it must at least buy a real education. And guaranteed student loans need to carry interest consistent with that guarantee.

December 19, 2011 at 3:44 PM 2 comments

Subsidize PreK for Children at Risk

The kinds of practices seen with Early Intervention and PreK programs would probably be good for all children. That does not mean that the government needs to subsidize them for everyone. Good things already happen in most US homes. Save scarce government funding for the children for whom disability, language barriers, or poverty interfere with their early childhood development.

Pre-kindergarten is becoming a feature of elementary education out of necessity in pockets of need across the nation. In the meantime, it has long been a purchased service for many children whose parents choose to give their children a head start in education or to combine education with needed daycare services. The latter cases need not be subsidized by the US government. In fact, doing so would probably add to the achievement gap for children who are at risk.

Adequate nutrition, stimulating play activities, and listening to stories and music would seem to be a birth right for every child; likewise, a warm, safe bed for sleeping. For the fortunate, they are. However, the number of children who are at risk is growing in trying economic times. In addition, a disturbing number of children are demonstrating devastating disabilities that seem to have at least part of their foundation in the language acquisition process. Many continue to be challenged by attention disorders or specific learning issues. Early intervention with food, supportive play, and targeted therapies offer the greatest hope in the long run. Introduction of early education services that cannot happen at home are part of the solution as well.

Services to young children have enormous lifelong benefits, but they are very expensive. Also, the children with the greatest need are the most likely to fall through the cracks. Often their parents are overwhelmed in life and cannot advocate well for them. The delivery system for Early Intervention continues to need to develop in the direction of creating access through awareness for families in dire need. Similarly, PreK offers a lifeline that may be invisible to the most crucial beneficiaries.

Generalizing free public access to PreK programs would distract service providers from the necessary work of finding and enrolling the neediest children. Billions would be spent on children whose parents were savvy users of services, and populations for whom the program was initiated would continue to fall through the cracks. Government subsidies must be based on need. Our mission must be clear: eliminating the achievement gap for at-risk children by finding them early and serving them as often as needed until equal access to life, liberty, and pursuit of happiness is theirs, too.

December 16, 2011 at 8:45 AM Leave a comment

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