Using the Student Evaluation Standards:

A Field Guide for K-12 Math & Science Teachers *

 

 

Edith E. Beatty

Maura O’Brien Carlson

 

The Evaluation Center

Western Michigan University

Arlen Gullickson, Director

 

To Start: Some Questions and Answers

 

What are the Student Evaluation Standards?

 

They are the product of a collaborative effort to provide teachers, others who evaluate student learning, and those who use evaluation information with clear, useful, research-based principles and guidelines for developing, delivering, and improving evaluations of student learning.

 

The Student Evaluation Standards were adopted in 2003 by the Joint Committee on Standards for Educational Evaluation (JCSEE) and published as The Student Evaluation Standards (Corwin, 2003). Created in 1975 and now chaired by Arlen Gullickson, the Joint Committee includes representatives of U.S. and Canadian associations of teachers, school leaders, psychologists, school counselors, school board members, university professors, state school officers, researchers, educational evaluators, and others.

 

There are 28 standards. For a summary of them, please see page 36.  For a simplified set of “Prompts to the Standards,” please see page 6.

 

Why do we need another set of standards?

 

Teachers already have content standards, state frameworks of standards, and other sets to which they are urged or required to align their teaching and classroom practice. All these standards have grown from the nationwide consensus that we must achieve a higher level of learning in our K-12 schools. Content standards reflect broad-based efforts, based on research and professional experience, to say what we want our students to know and be able to do.

 

In order to know how well we are achieving our goal of higher levels of learning for all students in our schools, it is vital that we employ student evaluation and assessment practices and procedures that are also based on research and the best professional experience. The Student Evaluation Standards are a broad-based effort to guide all assessment practices in our classrooms and schools.

We use the word “evaluation” more than “assessment” to reflect the consensus that the most useful, meaningful evaluations of student learning involve much more than some kind of test at the end of a unit or a year. To evaluate a student’s learning well is to find a rich array of ways to collect and assess outcomes throughout the teaching and learning process.

 

Who should use these standards? In what settings?

 

The Student Evaluation Standards—and this Field Guide to using them—are designed for teachers, instructional leaders, professional developers, school leaders, and education policymakers. They are useful in classrooms, schools, and districts; in professional development settings; in task force and committee work; and in local, state, and national policy development.

 

How should I use these standards? Do I need to be familiar with all of them?

 

We suggest that you start by reading this Field Guide. It is concise, simple, and written to help.

 

As with all standards, it is often best to start small with a specific project or challenge that speaks to your professional needs and priorities. Beginning on page 11, this Field Guide presents several case studies of how educators might use the Student Evaluation Standards to help and guide them in meeting realistic challenges in informing, measuring, and reporting on student learning. These brief stories provide and invite insight into how specific standards can play that useful role.

 

Before or after reviewing the case studies, please read the Introduction and Overview to this Field Guide, which begins on the next page. You may also want to review the simplified “Prompts to the Standards” on page 5. These are concise, question-based “windows” into the standards themselves.

 

Finally, please also see the Student Evaluation Standards themselves, which begin on page 36.

Introduction and Overview

 

This Field Guide has been designed to accompany The Student Evaluation Standards (SES) and the SES Facilitator’s Guide. We have sought to create user-friendly materials that are applicable to work-embedded, classroom-based professional development for math and science educators who are committed to improving their student evaluation capacity.

 

This Field Guide has these specific purposes:

           

• To create an inviting “window” into the Student Evaluation Standards

• To make using the SES book easier, by creating tools for navigating the book

• To enhance the direct relevance of the standards to teachers

 

Audience

 

This guide has three primary audiences: teachers, instructional leaders, and professional developers. Policymakers—in particular, school board members—will also benefit from this work.

 

To clarify, instructional leaders (such as principals, district administrators, special education or curriculum directors) supervise and evaluate teachers and may plan or direct instruction, assessment, and evaluation at the building or district level. Professional developers lead or provide learning opportunities for educators to enhance their instructional skills. School board members make policies directed toward instruction, curriculum, evaluation, and professional development, which teachers have primary responsibility to implement.

 

Context and Need for this Work

 

Good teachers love to teach. They want their students to learn, achieve at high levels, meet high standards, succeed at what they want to know, create what matters most to them, and enjoy learning in the process.

 

Pressures and demands on teachers’ time and priorities have increased markedly over the past several years. This has culminated with the passage of federal and state legislation, such as the No Child Left Behind Act, with its heightened demands for accountability of public schools—including assessments and high-stakes testing at almost every grade level.

 

In 2003, the Joint Committee on Standards for Educational Evaluation (Gullickson, chair, et al.) published The Student Evaluation Standards: How to Improve Evaluations of Students. A year later, an SES Facilitator’s Guide was developed (Wingate, WMU Evaluation Center, for the JCSEE). The standards set forth essential guidance for educators on how to conduct sound evaluations and how to make correct and fair decisions about students. The Facilitator’s Guide was created for those conducting workshops to introduce the standards to teachers and others and to foster awareness of how they might be useful.

 

The Facilitator’s Guide introduces the Student Evaluation Standards and paves the way for professional learning about using them—but it only begins to provide what teachers, teacher leaders, instructional leaders, administrators, and professional developers need to learn about the depth, breadth, and richness of this work. Professionals also need to know how these evaluation standards align with the other sets of standards they need to know and use. These include standards for content, content pedagogy, and professional practice; frameworks of state or local standards; grade expectations and benchmarks; scope and sequence matrices; and the list goes on.

 

Most teachers have a limited number of days for professional development during each school year. Often these days are used for meetings or work sessions that may not actually qualify as professional development or for work targeted to individual teachers’ instructional needs for professional learning.

 

When we combine the scarce time that teachers have with the tremendous pressures on them to become masters at instruction and assessment, plus the content they are required to teach, plus these new Student Evaluation Standards and related resources, it is clear that much professional development needs to occur. The best—and perhaps only—way to get this done is to design professional development that is embedded, as much as possible, into the work that teachers are already doing.

 

That is the approach we have tried to take with this Field Guide to using The Student Evaluation Standards—to make it as useful as possible to teachers and others in the context of their jobs. Rather than adding a new layer of work, we hope this brief publication will help teachers and others see with ease how they can use the Student Evaluation Standards to help students learn and to measure that learning more effectively.

 

Of course, taking concentrated time to explore and practice the Student Evaluation Standards, using this guide, during off-site workshops is the optimal approach. But the focus for this guide is the real-time context of classroom planning for evaluations that both serve and assess student learning.

 

Students will be better served if use of this field guide promotes increased implementation of The Student Evaluation Standards. Given the high need for math and science work in instruction, assessment and testing, and accountability in general, this guide focuses the evaluation standards on these content areas.

 

Funders, such as the National Science Foundation, U.S. Department of Education, and others may want to require or prefer that grants and contracts awarded in the areas of student assessment and evaluation in these content areas be contingent upon proper use of The Student Evaluation Standards, as has occurred in the past with the Joint Committee’s The Program Evaluation Standards.

 

Content of This Guide

 

This publication is intended to accompany The Student Evaluation Standards, not to be used instead of that text. We have not rewritten the book; the complete set of Student Evaluation Standards still stands in its original form. Instead, we have shaped the guide in two ways for increased relevance and user-friendliness.

 

The first is direct application to the particular content areas and alignment with other standards that educators need to employ. The second is by briefly citing cases: examples and stories that match both content area and public K-12 settings. (The Student Evaluation Standards are designed to have a much broader audience, content, and application.)

I. Prompts to the Standards

 

This section presents simplified, question-based “prompts,” or windows into the Student Evaluation Standards. These are not intended to replace the actual standards, only to assist the process of reviewing and using them.

 

To review the actual standards, please turn to page 36.

 

Propriety

Is the evaluation legal, ethical, and in your students’ best interests?

 

P1 Service to Students: Does the evaluation promote effective work by students and serve their educational needs?

 

P2 Appropriate Policies and Procedures: Is the evaluation fair? Is it consistent? Are there written policies and procedures that are readily available?

 

P3 Access to Evaluation Information: Are you providing information about their evaluations to your students and to others with permission to see it, while also protecting confidentiality and privacy?

 

P4 Treatment of Students: Are your students treated with respect at all stages of the process?

 

P5 Rights of Students: Does the process protect your students’ legal and human rights?

 

P6 Balanced Evaluation: Does the evaluation identify strengths to build on and weaknesses to address?

 

P7 Conflict of Interest: If any conflicts of interest arise, are they dealt with openly and honestly?

 

Utility

Is the evaluation informative, timely, and influential? In other words, is it useful?

 

U1 Constructive Orientation: Does each evaluation lead to good decisions in that student’s best interests?

 

U2 Defined Users and Uses: Have you defined who can and will use the evaluation results?

 

U3 Information Scope: Is the information that you collect focused and comprehensive enough to create an evaluation that fully addresses student needs?

 

U4 Evaluator Qualifications: Do the evaluators have the knowledge and skills they need to produce useful results?

U5 Explicit Values: Does the process make very clear the values that are used to judge student performance?

 

U6 Effective Reporting: Are the evaluation reports clear, timely, accurate, and relevant?

 

U7 Follow-Up: Are the evaluation reports easy to understand—and do they clearly say how students, parents, and others can follow up?

 

Feasibility

Is the evaluation practical, diplomatic, and well-supported? Does the process work as planned?

 

F1 Practical Orientation: Do the procedures produce the desired information efficiently, without needless disruption?

 

F2 Political Viability: Are you building cooperation by creating room in the procedure to receive and answer questions from students, parents, and others?

 

F3 Evaluation Support: Are you providing enough time and resources to fully plan, carry out, and follow up on the evaluation?

 

Accuracy

Is the evaluation generating sound results?

 

A1 Validity Orientation: Does the process lead to clear and valid interpretations of your students’ performance?

 

A2 Defined Expectations for Students: Have you clearly defined the student performance you expect?

 

A3 Context Analysis: When a student’s situation, or another variable, affects the evaluation, is that considered in interpreting the results?

 

A4 Documented Procedures: Have you clearly documented the evaluation process?

 

A5 Defensible Information: Have you gathered enough information to make and defend your decisions about student performance?

 

A6 Reliable Information: Have you gathered solid, reliable, consistent information?

 

A7 Bias Identification and Management: Is the evaluation free of bias?

 

A8 Handling Information and Quality Control: Are you systematically reviewing—and correcting where necessary—how you collect, process, store, and report evaluation information?

 

A9 Analysis of Information: Are you systematically reviewing the evaluation data or information itself to make sure your results are correct and that they tell you what you want or need to know?

 

A10 Justified Conclusions: Are you able to explain your conclusions about student performance well enough that your students and their parents believe them?

 

A11 Metaevaluation: Are you periodically reexamining the whole evaluation process, to improve it over time and make sure it meets these and other standards?

II. Tasks that Relate to Evaluation and the Standards

 

A Functional Table of Contents is included in each of the three Standards volumes from the Joint Committee, assisting users to know which standards might be useful for particular tasks.  Here we have taken the larger sets of functions or activities for student evaluation and provided greater detail for teachers of mathematics and science and other school leaders.

 

I. For Teachers

 

Teachers think about evaluation when

 

Planning evaluations

            Thinking about purposes and uses

 

Planning for learning

            Planning for instruction targeted to learning goals

 

Designing assessments to drive instruction and to assess learning

Selecting and evaluating appropriate assessments from published or other designed assessments, tests, or measures

 

Conducting evaluations

            Assessing students, formative or summative

                        Tests, quizzes, observations, homework, etc.

                        Facilitating and observing students on a daily basis

                        Collecting data and information carefully

 

Analyzing data

Categorizing, analyzing, or interpreting data and information correctly

                        Aggregating and disaggregating data

 

Creating rubrics and other frameworks for arraying data

                        Quantitative

                        Qualitative

 

Grading students

Scoring, grading, ranking work

Using multiple forms of assessment

Evaluating students

 

Communicating and reporting student progress

Sharing information with students on a daily or ongoing basis

Communicating with parents/guardians at appropriate times

Reporting data school- and districtwide

 

Making decisions

            Using multiple forms of assessment and test data

                        Deciding how to use data

                        Deciding grades

                        Deciding eligibility for specific programs, placement

 

Managing and using data

            Collecting, organizing, and sorting data

            Using data that are collected

 

Throughout these processes, teachers strive to

 

Ensure fairness and equity

            Considering diversity, equity, and fairness to all students

 

Ensure rigor and relevance

            Considering technical issues and methodology

 

II. For Instructional Leaders

 

Principals, curriculum and assessment coordinators, and superintendents think about evaluation when

 

Designing assessment plans

Supervising assessment implementation

Managing and using evaluation data 

Overseeing methodology

Supporting professional competence

 

III. For Professional Developers

 

Professional developers and higher education faculty think about evaluation when

 

Preparing and developing professionals

            Teaching and evaluating

            Planning workshops

 

IV. For Policymakers

 

Local school board members and department of education personnel think about evaluation when

 

Using evaluation data

Making decisions about instruction, curriculum, assessment, and professional development

Developing policy


III. Case Studies

Using the Standards to Meet Assessment and Evaluation Challenges

 

The brief case studies that follow describe realistic evaluation issues, opportunities, and challenges that math and science teachers face, along with their school leaders and others.

 

These case studies show how the Student Evaluation Standards can be useful in addressing each challenge and developing the most effective, efficient solution. The standards can guide and support evaluation efforts while at the same time helping to shape quality instruction and good decision making about students.

 

At the end of each case study is a list of the Student Evaluation Standards that apply, with a note on how and why. For more on each standard, please refer to the question-based “Prompts to the Standards” and to the Student Evaluation Standards themselves.

 

These case studies can be used as teachers plan or in professional development exercises. In such situations, we suggest that participants be provided with the case and the complete set of prompts and then asked to develop their own standards-based analysis, as is prepared in the Facilitator’s Guide.

Student Assessment and Evaluation Cases

 

Teachers and administrators in our “Case Example District” encounter real questions, issues, and dilemmas in assessment instances and with student evaluation scenarios or decision making. An assessment team is working to design its Local Comprehensive Assessment Plan, and a new Director of Assessment arrives with some familiarity of the Student Evaluation Standards!  We present these case examples, analyze them in light of all relevant standards, and resolve the situations with some logical next steps and work to do.  We also offer resolution to some of the tension between the need for professional development and the desire for the Standards to stand alone.

 

Through these windows of work, we visit with elementary, middle school, and secondary school professionals.  We learn that several of the issues that arise present themselves at the middle level because of transitions between schools and culminations of grade clusters used in most of the content standards.  We focus on math and science; technology is embedded.  Our cases look at using assessments to inform instruction, to make decisions about instructional units, to place students in specific learning groups, to align a districtwide curriculum that supports student learning, and to look across the district to see student knowledge strengths and weaknesses in order to address teacher professional development needs.  We also explore representing and communicating assessment and evaluation results.

 

In this Guide, we are committed to fostering increased use—including individual use—of The Student Evaluation Standards text and offer these common “real life” assessment and evaluation cases.  While we appreciate that the best learning often comes through guided and embedded professional development, we recognize that such professional learning opportunities are not always available.  Thus, we have woven together these cases into one “Case District” to serve as an example of using The Student Evaluation Standards within one context.

Sixth Grade Math Assessment Case

 

Two middle-level teachers wanted to design a better process for making placement decisions in mathematics for rising seventh graders, the many sixth grade students arriving from elementary schools throughout the district.  Historically, sixth grade teachers recommended students for particular sections.  Grades, test scores, and other data were certainly considered.  While the various sections for mathematics purported to be heterogeneous, some tracking of students actually began at this level.  Parents also would often request a certain teacher, which was the known route to advanced placement as the students progressed from middle to high school.  These teachers were seeking a more sound method of assessing what students know and are able to do at the beginning of their secondary experience so that the process would better serve them.

 

The teachers worked with their colleagues at both middle schools to develop a Districtwide Sixth Grade Assessment, drawing upon the K-12 curriculum, which was grounded in NCTM standards, their state’s standards, and benchmarks of progress.  They were learning about and applying the concept of “power standards” or those standards that represent the essential understandings at each grade cluster or level (Wiggins & McTighe, 2004.)  They constructed a 35-item test of computation and problem solving in all of the relevant areas:  number and operations, algebra, geometry, measurement, data analysis and probability, problem solving, reasoning and proof, communication, connections, and representation.  The assessment was designed to be administered within 40 minutes.  The teachers worked with one of their principals who supported the project and assumed the responsibility of working through the appropriate channels.

 

As the time approached to implement the assessment, the sixth grade teachers hit the roof!  Totally caught by surprise, they were not supportive of the assessment and questioned its legitimacy.  Elementary school principals decided to move forward due to the timing.  Teachers ultimately agreed to administer the examination, but with the commitment to evaluate and rethink the procedures for the following year.

 

These teachers were doing precisely the right thing, but were doing it the wrong way.  All of the knowledge in the world about standards does not replace knowledge of human nature and effective communication.  Looking at The Student Evaluation Standards, particularly the Propriety Standards, was of great assistance to all in deconstructing this event.  Because that particular domain of standards addresses student well-being, it was a great place to start.

 

The intent of the sixth grade assessment was to serve students (P1 Service to Students); the goal was to make better placement decisions.  Teachers knew that, for better or worse, decisions made at this level correlated closely with student opportunities later in high school.  That being the case, they wanted to use multiple, fair assessments and ones that actually tested the intended content.

 

What they did not do, although their administrator did not help them here, was to see this as something much broader than their grade cluster.  Since this was a districtwide venture, there needed to be the appropriate policies and procedures (P2 Appropriate Policies and Procedures) to ensure that this was sanctioned fully, designed well, and administered fairly.  There were policies regarding district testing, but no such procedure for a common sixth grade math test was in place.  The process to approve and support such a practice would involve more than a few teachers and, in fact, more than one principal.  The district’s new assessment team was responsible for researching and recommending such work but had not been included in the decision.

 

The sixth grade teachers were left out of the process of deciding whether to implement this new practice and were not invited to participate in the design.  Thus, they became defensive at the notion of this evaluation of “their students” and of what they feared might become a personnel evaluation of them or their teaching.   They were concerned about who would have access to the test data (P3 Access to Evaluation Information) and how it might be used (U2 Defined Users and Uses).

 

The well-meaning teachers were naïve about (F2) Political Viability in terms of their locus of control, their colleagues’ wishes, and the timing of the introduction.  (A11) Metaevaluation of the math assessment and of the procedures surrounding its introduction and use was more than welcomed.

 

The teachers, who were surprised initially at the strong reaction they received, learned a great deal from this deconstruction of events and agreed to move forward in the following manner.  They agreed to work with members of the assessment team, who supported the concept and effort of these teachers.  After careful review and consideration, they would move the procedure through the proper channels, including but not limited to the administrative council, district school board, and others who would be involved or affected, e.g., sixth grade teachers and principals and parents.  The entire procedure would be evaluated.  In addition, this prompted a review of available placement options; the existence of homogeneous, heterogeneous, and flexible grouping practices; and their influence on student outcomes in mathematics (U5 Explicit Values).  While many more, if not all of the Standards, apply, teachers found it helpful to use only a sampling of those most pertinent.


Elementary Science Assessments and Curriculum Alignment

 

Two third and fourth grade teachers were growing concerned that their colleagues were adhering unevenly to the district’s science curriculum, which had been developed several years ago.  Since then, a number of things had occurred to justify their concern.  New federal legislation was passed, which dramatically changed the district’s testing policies and procedures.  While more testing was being done, the emphasis had moved to mathematics, reading, and writing.  Revised state standards and benchmarks were emerging.  There was a new assessment director, who was not the person who had been on watch during the development of the district curriculum.  The current curriculum included a number of assessments insufficient to evaluate how well students were learning what was intended for them to know and be able to do.  One primary concern was that teachers were still teaching units they had developed, in which they were invested and with which they were comfortable.  These units aligned unevenly with the benchmarks, scope, and sequence.  Thus, a student could reach the sixth grade and have studied butterflies three or four times, but had not been exposed to one unit about the human interaction with the environment or ecology in terms of Life Science.

 

With the support of their principals and district level administrators, the teachers invited a representative group to work with a science curriculum and assessment consultant to evaluate, revise, and update their science curriculum and assessments, to map the current work, and to align their intended work with updated benchmarks and standards.  They also emphasized the development of assessments as a major component of the new work.  In doing so, for starters they identified these:

 

·                       Apparent gaps in the instructional program

·                       Superficial coverage of content

·                       Continuity across grade level and clusters

·                       Common assessments in science districtwide

·                       Appropriate use of available resources

 

For each appropriate unit, they identified

 

·                     Science learning goals

·                     Grade expectation or benchmark cluster concepts (or what students will understand) in each area

·                     Expectations at the end of each unit (what students will do to demonstrate their understandings)

·                     Assessment task or tool (used to gather evidence of student understanding)

·                     Instructional strategies (leading to student understanding)

 

The teachers found that there was a lot of work to do, but they felt the satisfaction of knowing that they were well on their way to moving in the right direction.  Ultimately, they would work to evaluate, revise, and update their science curriculum; the policies and procedures to support and enforce it; and the assessments to serve as the “proof of the pudding” as to whether students were learning appropriate science concepts and essential understandings.  The district’s new student information system would provide templates and efficiency to managing this vast work.

 

The Utility Standards were the domain to focus this work.  There were no glaring disagreements, but some teachers would be reluctant to change their science units.  Ensuring that colleagues were on board to be serious about moving forward with a focus on science, in the best interests of students, was critical to this small group.

 

The teacher leaders knew that this work held (U1) Constructive Orientation (focus) in terms of identifying the purposes of the evaluation.  The major goal was to align the curriculum with national and state standards and benchmarks and to ensure that all students were provided education in the appropriate domains and content standards.  (U3) Information Scope was important in that assessments aligned with the curriculum goals and benchmarks.  (U5) Explicit Values was considered useful because math and language arts had overshadowed science during this period, and these teachers wanted to ensure that the district leadership and board members valued science.

 

The district showed evidence of (F3) Evaluation Support by inviting the science assessment consultant to work with teachers.  (A2) Defined Expectations for Students was important here, as well.  In valuing science as a critical domain of the curriculum and in being clear about what students would know, understand, and be able to do, teachers would assess whether students were meeting the expectations.

 

After this work began and met with considerable support, there was a recommendation that work focus on coordinating grades 5-8, so that the 5-6 and 7-8 teachers would coordinate around students’ transitions.  The 5-6 teachers would work with the K-4 teachers, while the 7-8 faculties would coordinate with 9-12 science teachers.

 

These elementary teachers continued their work, but made way for the 5–8 teachers to take the lead in terms of transitions from elementary to middle school.

 

Using Assessments to Drive and Differentiate Instruction

 

A team of three grade seven teachers was beginning a unit on electrical energy, focusing on its transfer into heat, light, and sound.  Before moving into this new material, they wanted to do a preassessment to determine whether or not their students understood some key concepts in electricity.  This would inform their planning and instruction.  They were also learning to use flexible grouping with students, a strategy to differentiate instruction, where students are placed in different groups at different times according to readiness, interest, or learning style (Tomlinson, 2000).  They recognized that students would have different points of entry into the work.

           

Teachers think about the many purposes and uses of assessment when they design one.  By designing a preassessment, they may hope to gauge their students’ understanding of basic concepts before introducing more sophisticated concepts within a topic.  In doing so, their instruction will likely result in increased engagement, challenge, and learning on the part of students.

 

One key concept is that of a circuit, the circular flow of electricity in a system.  The teachers wanted to know if the students could work with simple circuits.  According to the district’s spiraling curriculum, students are introduced to electricity as fourth graders by using batteries, bulbs, and wires to build circuits and by using experimental data to classify different materials as conductors and insulators.  Because the curriculum was relatively new to the district, however, there was a good chance that many of the seventh graders had never learned this basic concept.

 

The teachers decided to give students D-cell batteries, simple bulbs, pieces of wire, and ask them to find out how many different arrangements they could come up with to make the bulb light.  Students would be asked to make drawings of each trial, to keep track of which arrangements worked and which didn’t, and then to explain why by showing the path of electricity in the circuit.

 

The teachers found that many students could make the bulb light, and many could draw the situations where the bulb did or did not light, but few could successfully explain the electricity’s path.  Teachers and students reviewed the assessment data together, using and revising classroom rubrics so that students could participate, not only in their learning, but also in their understanding of what was expected of them throughout the process.  They were also able to check in on whether the “explanation” component tested science or language or both.  This conversation became an integral component of this and other units.

           

The teachers used the assessment data to tailor and differentiate their instruction.  With one group of students, they would create a learning opportunity by teaching simple circuits, parallel circuits, conductors, and insulators.  Another group of students would work to review some of these concepts before moving into the new material, and the third group was ready to begin the new unit.  Ultimately, all students would learn the new material, but they would begin at their readiness levels.

 

These teachers knew and understood sound professional practice and were drawing upon an array of standards principles.  As a team, they were quite familiar with the National Science Education Standards as well as their district curriculum that was grounded in these national standards and state standards, which also reflected the national work.  Recently developed statewide benchmarks helped clarify common understandings students should have at each grade level or grade cluster.  In their work, these teachers were using Content Standards for Grades 5-8.  Specifically, they were referencing the following:  Science as Inquiry, Abilities Necessary to do Scientific Inquiry and Physical Science, Content Standard B: Transfer of Energy.  According to the state benchmarks, and the local curriculum that aligned to the state standards and expectations by grade, upon completing grades 7-8, students were expected to demonstrate their understanding of electrical energy in two ways:

 

·                     by building an electric circuit and explaining the transfer of electrical energy into heat, light, and sound, leaving the system but not destroyed

 

·                     by describing the effect of a change in voltage in the circuit system

 

These teachers were also using and mindful of these Student Evaluation Standards, particularly those in the utility domain.  Assessment was used to inform instruction, therefore resulting in good decisions, in service of students (U1 Constructive Orientation).  The teachers were clear about the purposes and uses of this assessment, as they were about who would use the data and how (U2 Defined Users and Uses).  They would plan their instruction based on having assessed what their students already knew (A2 Defined Expectations for Students).  The teachers were careful to limit the scope of the assessment to the principles of a complete circuit, although communication skill was also needed (A6 Reliable Information).  The pretest and its delivery were designed to provide reliable information for the team of teachers to use in deciding what the students’ performance told them.  Perhaps most important, (U7) Follow-Up ensured that this work would be ongoing throughout the unit and beyond.


Common Mathematics Portfolio Assessment

A team of math teacher leaders from the elementary schools became increasingly concerned that instructional and assessment practices within the district needed to be adapted continuously to meet the ongoing and future needs of students.  With national and global trends in education increasingly focused on inquiry, problem solving, and communication skills, these teachers convened to discuss how to strengthen the work.  They were committed to supporting these important concepts through portfolio assessment in grades K-12, particularly with K-6, which was their responsibility.  Clearly, if the leaders did not create structures for student portfolios to be properly assessed, then teachers were unlikely to take them seriously as an instructional tool.  The math teachers brought their concerns to the assessment team.

 

Prior to doing so, they engaged in some research and learned that using portfolios has many merits.  Portfolios

 

·                     reveal a range of skills and understanding that cannot be assessed on the state standardized tests

·                     reflect change and growth over a period of time, monitoring ongoing development of thinking and decision-making processes

·                     encourage divergent thinking, allowing for more than one right answer

·                     allow for group work, editing, revising, and self-reflection

·                     are linked directly to instruction

·                     carry the essence of universal design, in that they are accessible to a wide range of students and can be adapted easily for students with special needs

 

Over time, educators in this district designed their portfolio system to be used both as a teaching tool and as an assessment.  In math, portfolio work has been embedded into the curriculum and is to be used, by design, to enhance the teaching of content and to assess students’ understanding of concepts as well as problem-solving skills.  Portfolio tasks are linked directly to the unit and occur throughout the year—according to the curriculum expectations.  Options were increasingly available to use electronic portfolios, which provided easier management and connections.  Students loved them!  These teachers doubted that much of this was standard practice, however, and thought that implementation was uneven from school to school, or classroom to classroom, depending on expectations of the school leadership.

 

The teacher leader team recommended to the assessment team that schools work toward the following expectations in mathematics:

 

·                     Students in grades K-6 compile a math portfolio containing five problem-solving pieces reflecting each of five math content strands:

·                     Number and Operations

·                     Geometry

·                     Measurement

·                     Algebra

·                     Data Analysis and Probability

 

·                     Teachers score each portfolio based on the Mathematics Scoring Criteria or other agreed-upon rubric and submit the scores to their building principals.

 

·                     Principals assist teachers by assigning scoring mentors, partners, or designated scorers based on individual need and skills, using calibration scores.

 

The teacher leader team also recommended that the district pilot a new local assessment endeavor that would combine elements of both portfolio assessment and on-demand testing to provide a consistent and efficient measure of student performance across the district.  Rather than collecting samples of students’ portfolios at grades 4 and 5, as had been done in the past, they recommended implementing a “performance event,” which would require students to complete one common task for math within a given window of time.

 

To assess the math problem-solving standard locally, all students in grades 1 through 6 will complete one common math portfolio task in the third week of May.  During the second week of May, the assessment director will inform teachers what type of problem they will be receiving.  This gives teachers the opportunity to review the appropriate concepts and problem-solving procedures with their students.  One week later, all classes will receive the same grade-specific problem, have one week to complete it, and submit it for scoring.  Teachers whose calibration scores are 75 percent or better will score all portfolios.

 

The scores from the performance event may be used in a variety of ways.

 

·                     They will provide feedback to teachers about how their students are performing.

·                     The district will be providing or supporting professional development opportunities using the feedback from this event. 

·                     Schools may use the results to inform their local action plans and for making program and instructional decisions.

           

The scores from the individual students’ portfolios may be used in these ways:

 

·                     to provide feedback to the students and their parents about their progress

·                     to provide feedback to teachers to inform curricular and instructional practices

·                     to target specific areas needed for professional development

·                     to inform local action plans and other school improvement initiatives

 

The assessment team brought the proposal to the administrative council and met with mixed reactions.  They found The Student Evaluation Standards extremely helpful in debriefing their experience and in moving forward.  By using that resource they were able to identify more accurately the biggest barrier to the initiative’s success and to design a route to resolution.

While significant concerns lingered within the accuracy domain about portfolio assessment, that was not the major concern.  Research would inform some of those concerns; and since portfolio was not the only method of assessing progress and understandings in mathematics, validity and reliability would be addressed by other methods.  The greatest concerns were actually about feasibility.  So, while there were the usual questions about validity and newer concerns about bias—who would select the problems, who would score, who would see and use results—the major concerns were about whether or not this could be done well within reasonable time, effort and diplomacy.

 

The teacher leader team, which began this investigation, decided to create the opportunity for a professional learning community (DuFour, 2001) to focus on the following essential questions:

 

·                     How can portfolio assessment be administered well in a practical, efficient, and nondisruptive manner?  (F1 Practical Orientation)

·                     What questions or concerns do the many audiences (students, parents, teachers, administrators, board members) have about using portfolios, and how can we address them?  (F2 Political Viability)

·                     What appropriate resources and supports are needed for this instruction and assessment method to be effective?  (F3 Evaluation Support)


Expanding Existing Assessments to Include Problem Solving

           

Consuela is a mathematics teacher leader for her school.  In addition to her classroom work, she helps her fellow teachers improve their teaching in their selected mathematics program.  Her state has just developed a set of grade level or cluster expectations for mathematics, based on state standards that were developed several years ago.  Both the standards and benchmarks are grounded in the NCTM Principles and Standards for School Mathematics (2000), which provides a thorough rationale and description of this standard:

 

Problem Solving Standard

            Instructional programs from prekindergarten through grade 12 should enable all students to

  • build new mathematical knowledge through problem solving;
  • solve problems that arise in mathematics and in other contexts;
  • apply and adapt a variety of appropriate strategies to solve problems;
  • monitor and reflect on the process of mathematical problem solving.  (p.52)

 

 Consuela is concerned that her school’s math program does not address these standards and expectations for problem solving adequately.  She is also concerned that the program does not provide any tools for assessing student performance in problem solving.

           

Consuela calls together a group of third grade teachers and shares what she thinks are the school’s needs around the teaching and assessment of problem solving.  The teachers look at the grade expectations and then at their math curriculum to see where connections can be made.  They come to the same conclusion as Consuela: that adequate problem-solving assessment is missing in their school.

           

The group then spends several sessions researching, identifying, and creating problem- solving tasks for each unit in the math program.  To assess student performance on the tasks, they create a rubric that reflects state standards for student performance in problem solving.

 

Before reading on, in your opinion, which of the Student Evaluation Standards would guide these teachers’ work? 

 

Suggestions include

 

P1 Service to Students.  This effort serves students’ needs in that instruction is enhanced for problem solving.

 

U3 Information Scope.  This information expanded the scope of the evaluation to include problem solving, thus making the assessments more comprehensive.

 

U5 Explicit Values.  The state expectations are explicit and portray the values being examined.

 

F2 Political Viability.  Teachers used the state framework, which was both politically sensitive and important.

 

F3 Evaluation Support.  The district provided a curriculum leader and the time in which to support this work.

 

A2 Defined Expectations for Students.  Problem solving is clearly a priority for math standards.

 

A11 Metaevaluation. The team is taking the time to examine their evaluation practices.


Creating Rubrics and Other Frameworks for Arraying Data

           

One school district has put substantial time and money into improving the teaching and learning of writing.  Science, traditionally assessed at grades four and eight, is increasing in priority, particularly at the elementary level, where it has been addressed—both taught and assessed—unevenly.  There is a growing interest in integrating the curriculum.

           

Now the staff wants to integrate inquiry-based science with writing to measure student progress and to gather the data that can best inform both science and writing instruction.  Science provides even the very youngest students with much to write about.

           

After a series of false starts, the staff decides to use writing prompts, a technique that the state employs for its yearly testing at grades three and seven.  These prompts give students an essential question or science topic to write on relating to a particular area or genre within the state science and/or writing standards.  The prompts need to be very rich and connected to the specific instructional activities, so that they are meaningful and fertile.

           

Teachers and administrators decide that writing prompts should be given three times a year, from third through eighth grade, because those are the years that are tested for adequate yearly progress under federal guidelines.  They will focus on science for two of those six years.  The teachers decide on a standard set of conditions for prompt administration (test window, allowable accommodations, time, etc.) and to collect samples from all their classrooms.  They use the samples to create benchmarks, illustrating the kind of work that would meet state standards in writing and science.

           

The group then uses the standards and benchmarks to create a rubric for scoring future student writing and understanding of science concepts using the prompts.  Even though it is a complex task to align the many pieces of this work, the teachers see this as a way to address feasibility issues with regard to resources (human, fiscal, time) for instruction, assessment, and professional development.

 

What are the Student Evaluation Standards that the teachers can use to help them arrive at the most effective solution?

 

P1 Service to Students.  This authentic assessment is in service to students in that it is aligned with instruction and follows natural procedures.

 

U3 Information Scope.  The team is concerned about the scope of content assessed, making sure that the samples are focused clearly with the particular and meaningful science and writing concepts.

 

F1 Practical Orientation.  Teachers find that this sampling assessment is less disruptive than some of the other required tests they administer.

 

F3 Evaluation Support.  Statewide networks provide professional development support in scoring, calibration, and reliability measures.

 

A6 Reliable Information.  Teachers take measures to encourage consistency of scoring.

 

A8 Handling Information and Quality Control.  The team is concerned with quality control and management of such qualitative, narrative, and content-rich data.

 

Communicating and Reporting Student Progress

           

This school district moved from traditional letter grades to standards-based report cards several years ago and is preparing to revise them once again.  With the district’s adoption of a new student information system and linkages to the statewide data warehouse for increased capacity to aggregate and disaggregate data, the revisions are calling for increased clarity, consistency of terminology, and fidelity of use.  The most recent report cards list each state standard for a particular grade level, or cluster, and then students are rated on a scale of 1 to 4 according to how far he or she has come toward meeting the standard.  Most schools include significant narrative in the evaluations as well.  The standards-based report cards have been controversial, so it is important to proceed carefully.