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Effective Models for Effective Models for Designing and Implementing Designing and Implementing Standards-based Reform of Standards-based Reform of K-12 Mathematics K-12 Mathematics Carol Fry Bohlin Carol Fry Bohlin Diane Spresser Diane Spresser F. Joseph Merlino F. Joseph Merlino Lucy West Lucy West

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Effective Models for Designing and Effective Models for Designing and Implementing Standards-based Implementing Standards-based Reform of K-12 MathematicsReform of K-12 Mathematics

Carol Fry BohlinCarol Fry Bohlin

Diane SpresserDiane Spresser

F. Joseph MerlinoF. Joseph Merlino

Lucy WestLucy West

Carol Fry BohlinCarol Fry BohlinCalifornia State University, FresnoCalifornia State University, Fresno

STEPSS (Visalia Unified School District)STEPSS (Visalia Unified School District)(([email protected])[email protected])

Session purpose/overviewSession purpose/overview Speaker introductionsSpeaker introductions Moderated question and answer periodModerated question and answer period

Diane M. SpresserDiane M. SpresserNational Science FoundationNational Science Foundation

Arlington, VirginiaArlington, Virginia ([email protected])([email protected])

Any opinions expressed are those of the Any opinions expressed are those of the presenter and do not necessarily reflect the presenter and do not necessarily reflect the

opinions of the National Science Foundation.opinions of the National Science Foundation.

National reports in mid-80’s through early National reports in mid-80’s through early 1990’s highlighted deficiencies in 1990’s highlighted deficiencies in mathematics education and called for mathematics education and called for curricular reforms “aimed at ensuring curricular reforms “aimed at ensuring allall students the opportunity to acquire a students the opportunity to acquire a dynamic form of mathematical literacy dynamic form of mathematical literacy which will enable them to participate as which will enable them to participate as informed citizens and productive workers informed citizens and productive workers in a rapidly changing technological in a rapidly changing technological society” (NSF, 1991).society” (NSF, 1991).

Systemic BackgroundSystemic Background

1991 NSF 91-1051991 NSF 91-105

Statewide Systemic Initiatives in Science,Statewide Systemic Initiatives in Science,

Mathematics, and Engineering Education Mathematics, and Engineering Education

1993 NSF 93-67 1993 NSF 93-67

Urban Systemic InitiativeUrban Systemic Initiative

1994 NSF 94-34 1994 NSF 94-34

Rural Systemic InitiativeRural Systemic Initiative

Local Systemic Change (LSC) Sequence

NSF 94-73 Special Solicitation Local Systemic Change through Teacher Enhancement, Grades K-8

NSF 95-145 Special Solicitation Local Systemic Change through Teacher Enhancement in Mathematics, Grades 7-12

Local Systemic Change (LSC) Local Systemic Change (LSC) Sequence (cont.)Sequence (cont.)

  NSF 98-53NSF 98-53 Special Solicitation Special Solicitation Local SystemicLocal Systemic Change through Teacher Enhancement in Change through Teacher Enhancement in

Science, Grades 6-12Science, Grades 6-12

NSF 00-99 Elementary, Secondary, and NSF 00-99 Elementary, Secondary, and Informal Education - Program Informal Education - Program Announcement Announcement Student AchievementStudent Achievement Pilot LSC ProjectsPilot LSC Projects

GoalsGoals Reform S/M/T Education in the Context of Reform S/M/T Education in the Context of

Entire Schools and School SystemsEntire Schools and School Systems Empower Teachers to Bring About ChangeEmpower Teachers to Bring About Change Improve Instruction of Improve Instruction of allall Teachers at Teachers at

Grade LevelGrade Level Implement Exemplary Instructional Implement Exemplary Instructional

MaterialsMaterials Create Cost Effective StrategiesCreate Cost Effective Strategies

Components of all LSC ProjectsComponents of all LSC Projects

Shared comprehensive vision; active Shared comprehensive vision; active partnerships among stakeholderspartnerships among stakeholders

Long-term professional development-minimum Long-term professional development-minimum 100 hours-for 100 hours-for all teachers of science or all teachers of science or mathematics at targeted grade levelsmathematics at targeted grade levels, with , with emphasis on the enhancement of disciplinary emphasis on the enhancement of disciplinary knowledge and pedagogical skillsknowledge and pedagogical skills

Components of all LSC Projects Components of all LSC Projects (cont.)(cont.)

Implementation of exemplary, Implementation of exemplary, comprehensive SMT instructional comprehensive SMT instructional materials for use in all classroomsmaterials for use in all classrooms to to impact impact allall students at the targeted grade students at the targeted grade levelslevels

AlignmentAlignment ofof professional development, professional development, instructional materials, instructional materials, and school policy and school policy and practice and practice

Components of all LSC Projects Components of all LSC Projects (cont.)(cont.)

Framework for data collection Framework for data collection provided by NSFprovided by NSF

Required cost share/commitmentRequired cost share/commitment of resources on of resources on behalf of districtsbehalf of districts

Maximum request for award determined by total Maximum request for award determined by total

number of teachers participating in 100/130 number of teachers participating in 100/130 hours of professional development hours of professional development

LSC Program LogicLSC Program LogicSupportive Context Supportive Context for Teachingfor TeachingAppropriate Appropriate curriculum, curriculum, assessment, materials assessment, materials managementmanagementTime for teachers to Time for teachers to plan, collaborateplan, collaborateSupport from Support from administratorsadministratorsSupport from parents Support from parents and communityand community

High Quality High Quality Professional Professional DevelopmentDevelopment

Empowered TeachersEmpowered Teachers

Improved InstructionImproved Instruction

Improved Student Improved Student Knowledge, Knowledge,

Attitudes, and SkillsAttitudes, and Skills

Sustainable Sustainable Professional Professional Development Development SystemSystem

CapacityCapacity

StructuresStructures

ResourcesResources

LSC Projects by CohortLSC Projects by CohortCOHORTCOHORT AWARDSAWARDS SCISCI MATHMATH K-8K-8 6-126-12

11 77 77 77

22 1616 1414 66 1616

33 2020 55 1515 1111 1212

44 1212 66 66 99 33

55 1313 77 66 77 77

66 99 66 44 88 11

77 77 33 55 66 33

Core Evaluation SystemCore Evaluation System LSC DesignLSC Design

1.1. Identify program goalsIdentify program goals2.2. List core evaluation questionsList core evaluation questions3.3. Create data collection matrixCreate data collection matrix4.4. Develop instruments/proceduresDevelop instruments/procedures5.5. Pilot and revise instruments/proceduresPilot and revise instruments/procedures6.6. Projects collect data and incorporate into Projects collect data and incorporate into

their reportstheir reports7.7. HRI prepares cross-site technical reportHRI prepares cross-site technical report

Core Evaluation - Key QuestionsCore Evaluation - Key Questions What is the overall quality of the LSC What is the overall quality of the LSC

professional development activities?professional development activities? What is the extent of school and teacher What is the extent of school and teacher

involvement in LSC activities?involvement in LSC activities? What is the impact of the LSC What is the impact of the LSC

professional development on teacher professional development on teacher preparedness, attitudes, and beliefs about preparedness, attitudes, and beliefs about mathematics and science teaching and mathematics and science teaching and learning?learning?

Core EvaluationCore EvaluationKey Questions (cont.)Key Questions (cont.)

What is the impact of the LSC professional What is the impact of the LSC professional development on classroom practices in development on classroom practices in mathematics and science?mathematics and science?

To what extent are the district and school contexts To what extent are the district and school contexts becoming more supportive of the LSC vision for becoming more supportive of the LSC vision for exemplary mathematics and science education?exemplary mathematics and science education?

What is the extent of institutionalization of high What is the extent of institutionalization of high quality professional development systems in the quality professional development systems in the LSC districts?LSC districts?

Core Evaluation ActivitiesCore Evaluation Activities

Professional Development Observations Professional Development Observations (5-8 per year)(5-8 per year)

Teacher Questionnaires (300 if one Teacher Questionnaires (300 if one subject; 450 if two subjects)subject; 450 if two subjects)

Principal Questionnaires (population)Principal Questionnaires (population) Classroom Observations (10 per subject)Classroom Observations (10 per subject) Individual Teacher Interviews (10; not Individual Teacher Interviews (10; not

conducted baseline data collection year)conducted baseline data collection year)

Lessons Likely to Have a Positive Impact on Lessons Likely to Have a Positive Impact on Students, by Teacher Participation in LSC Students, by Teacher Participation in LSC

Professional DevelopmentProfessional Development

30 29

40

47

6559

4649

63 63

40 41

0

25

50

75

Viewmath/scienceas dynamic

Understandmath/science

concepts

Capacity to doown inquiries

Ability toapply

learning

Self-confidence inmath/science

Interest inmath/science

Percent of Lessons

Lessons Using LSC-Designated Lessons Using LSC-Designated Instructional MaterialsInstructional Materials

32

60

0

25

50

75

Untreated Teachers Treated Teachers

Percent of Lessons

Highly-Rated Lessons, by Highly-Rated Lessons, by Adherence to LSC-Designated Adherence to LSC-Designated

MaterialsMaterials

19

52

61

0

25

50

75

Low Medium High

Percent of Lessons

Highly-Rated Lessons, by Use of Highly-Rated Lessons, by Use of LSC-Designated Materials and LSC-Designated Materials and

TreatmentTreatment

21

41

30

50

0

25

50

75

Not Using LSC Materials Using LSC Materials

Percent of Lessons

F. Joseph MerlinoF. Joseph MerlinoThe Greater Philadelphia Secondary The Greater Philadelphia Secondary

Mathematics ProjectMathematics Projecthttp://www.gphillymath.orghttp://www.gphillymath.org

([email protected])([email protected])

The Phases of Systemic ChangeThe Phases of Systemic Change

Phases of Systemic ChangePhases of Systemic ChangeWithin School DistrictsWithin School Districts

InitiatingInitiating 6-18 months6-18 months ImplementingImplementing 3-5 years3-5 years EnhancingEnhancing 2-3 years2-3 years SustainingSustaining ? ?

Larger System IssuesLarger System Issues

Initiating ChangeInitiating Change Initiating change is essentially an act of persuasion.Initiating change is essentially an act of persuasion. The process starts with central office administrators and The process starts with central office administrators and

continues with district mathematics supervisors, department continues with district mathematics supervisors, department heads, and principals.heads, and principals.

Various options are discussed with accompanying cost Various options are discussed with accompanying cost implications.implications.

A decision to commit to change must be made by the A decision to commit to change must be made by the administration before approaching teachers or school board administration before approaching teachers or school board members.members.

Teachers and school board members are engaged on Teachers and school board members are engaged on parallel tracks.parallel tracks.

Initiating Change (cont.)Initiating Change (cont.) The teacher change process begins with a six-hour The teacher change process begins with a six-hour

protocol where teachers identify (a) learning goals for protocol where teachers identify (a) learning goals for their students, (b) current student progress vis-à-vis their students, (b) current student progress vis-à-vis these learning goals, and (c) obstacles to attaining these learning goals, and (c) obstacles to attaining their goals. their goals.

Selected obstacles (e.g., student motivation) are then Selected obstacles (e.g., student motivation) are then deconstructed. deconstructed.

One-two mini-lessons are conducted with the One-two mini-lessons are conducted with the teachers.teachers.

Teachers assent to try a replacement unit.Teachers assent to try a replacement unit.

Lucy WestLucy West Community School District 2 Community School District 2

New York CityNew York City([email protected])([email protected])

Reconceptualizing Reconceptualizing

Professional DevelopmentProfessional Development

Demographics of Community Demographics of Community School District 2School District 2

23,076 students23,076 students 1,200 teachers1,200 teachers 84 school based administrators (Principals 84 school based administrators (Principals

and Assistant Principals)and Assistant Principals) 16 mathematics coaches 16 mathematics coaches 52 teacher leaders 52 teacher leaders

Demographics of Community Demographics of Community School District 2School District 2

42 schools:42 schools:» 23 Pre K- 523 Pre K- 5thth Grade Grade

» 5 Pre K-85 Pre K-8thth Grade Grade

» 9 Middle Schools 9 Middle Schools 66thth –8 –8thth Grades Grades

» 4 High Schools 4 High Schools 66thth- 12- 12thth Grades Grades

» 1 High School 1 High School 99thth-12-12thth Grades Grades

School size varies (range: 250-1500 School size varies (range: 250-1500 students)students)

Demographics of Community Demographics of Community School District 2School District 2

Ethnic make-upEthnic make-up» 0.3% American Indian or Alaskan Native 33.7% 0.3% American Indian or Alaskan Native 33.7%

Asian (most speak Mandarin or Cantonese)Asian (most speak Mandarin or Cantonese)

» 20.1% Hispanic 20.1% Hispanic

» 12.7% Black/African American12.7% Black/African American

» 33% White33% White

» 0.2%0.2% Unknown Unknown

Demographics of Community Demographics of Community School District 2School District 2

Languages/dialects spoken by students: Languages/dialects spoken by students: more than 100 more than 100

Students qualifying for free or reduced Students qualifying for free or reduced lunch: 60%lunch: 60%

8% overall budget on professional 8% overall budget on professional development in literacy, mathematics and development in literacy, mathematics and science education.science education.

Professional Development MenuProfessional Development Menu

On-site, in classroom, coaching (On-site, in classroom, coaching (Content Focused Content Focused Coaching)Coaching)

Curricula specific workshops (3 per year per grade)Curricula specific workshops (3 per year per grade) Theme based workshops (e.g. fractions through the Theme based workshops (e.g. fractions through the

grades)grades) Technology workshops Technology workshops Lesson StudyLesson Study Inter-visitations within and among schools Inter-visitations within and among schools

(Collaboration Sites)(Collaboration Sites)

Professional Development MenuProfessional Development Menu Accredited Mathematics CoursesAccredited Mathematics Courses Accredited Mathematics Methods CoursesAccredited Mathematics Methods Courses Study groups and planning clustersStudy groups and planning clusters Professional ConferencesProfessional Conferences Principals’ Meetings (monthly-focus on tchg/lrng)Principals’ Meetings (monthly-focus on tchg/lrng) On-site, all staff meetings (monthly-focus tchg/lrng)On-site, all staff meetings (monthly-focus tchg/lrng) Grade level or department meetings--math focusGrade level or department meetings--math focus Institutes on classroom observation (Institutes on classroom observation (Lenses on Learning)Lenses on Learning) Institutes focused on analyzing students’ mathematical Institutes focused on analyzing students’ mathematical

thinking (thinking (DMIDMI))

New Teachers

New to Curriculum Committed

New to Curriculum Compliant

Experienced with

Curriculum

Experienced using different

Curriculum

Teacher Leader

Staff Developer

Content

Phobic FlexiblePedagogy

Teacher Directed

Child CenteredPedagogical Content Knowledge

One Way

Researched Based Math

Specific

Differentiated Professional Development

WorkshopsUnit SpecificTopic Based

CC P K

KLesson StudyElem.MiddleHigh

CCC P

PP

KKK

Collaboration SitesElem.Middle

CC

PP

CoursesSummer Inst.Conferences

CC P

On SiteCFC in ClassroomGrade LevelsAll Staff

CCC

PPP

KK

Administrators

Professional Development On Site Collaboration

•Principal’s Conferences•Content•Standards•Testing•Lesson Planning•Observation

•Lenses on Learning•Content•Observation / Evaluation•Teacher Support

•Goals and Objectives•Scheduling for PD

•Individual•Grade-level•All Staff

•Site Specific Workshops•Co-observation•Parent Events

District Trend: Current Grade 5District Trend: Current Grade 5

District Trend:Current Grade 5

7.5%

25.2%

37.4%

29.9%

3.6%

18.3%

41.2%

36.9%

0.0%

5.0%

10.0%

15.0%

20.0%

25.0%

30.0%

35.0%

40.0%

45.0%

Level 1 Level 2 Level 3 Level 4

2000

2001

Percent of Students Scoring At or Above Standards Percent of Students Scoring At or Above Standards in Grade 4in Grade 4

Percent of Students Scoring in Levels 3 and 4Grade 4

78.1%

51.8%

75.9%75.8%

46.2%49.7%

65.0%66.7%69.1%

0.0%

10.0%

20.0%

30.0%

40.0%

50.0%

60.0%

70.0%

80.0%

90.0%

1999 2000 2001

District 2

New York City

New York State

Grade 4: Students Not Approaching Standards Grade 4: Students Not Approaching Standards (Level 1)(Level 1)

Grade 4: Students Not Approaching Standard (Level 1)

0.0%

1.0%

2.0%

3.0%

4.0%

5.0%

6.0%

7.0%

8.0%

1999 2000 2001

Grade 4

Percent of Students Scoring in Levels 3 & 4: Grade 8Percent of Students Scoring in Levels 3 & 4: Grade 8

Percent of Students Scoring in Levels 3 & 4 Grade 8

22.8%

53.2%52.4%

49.8%

53.9%

60.1%

55.7%

22.6%22.8%

37.9% 40.4% 39.4%

0.0%

10.0%

20.0%

30.0%

40.0%

50.0%

60.0%

70.0%

1999 2000 2001

District 2

District 26

New York City

New York State

District Trend: Students Meeting Standards by GradeDistrict Trend: Students Meeting Standards by Grade

District Trend: Students Meeting Standards

By Grade

0.0%

10.0%

20.0%

30.0%

40.0%

50.0%

60.0%

70.0%

80.0%

90.0%

Grade 3 Grade 4 Grade 5 Grade 6 Grade 7 Grade 8

1999

2000

2001

Third Grade Addition FactsThird Grade Addition Facts

Third Grade Addition Facts

67%

9% 6% 5% 5% 5% 2% 1% 0% 0%0%10%20%30%40%50%60%70%80%90%100%

Percent Correct

Fourth Grade Addition FactsFourth Grade Addition Facts

Fourth Grade Addition Facts

92%

6% 0% 1% 0% 0% 0% 0% 0% 0%0%10%20%30%40%50%60%70%80%90%100%

Percent Correct

Fifth Grade Multiplication FactsFifth Grade Multiplication Facts

Fifth Grade Multiplication

65%

11% 10% 7% 5% 1% 1% 0% 0% 0%0%

10%

20%

30%40%

50%

60%

70%

Percent Correct

Professional ImprovementsProfessional Improvements

Alignment between curriculum, assessment Alignment between curriculum, assessment and pedagogyand pedagogy

Common curriculum across schools and Common curriculum across schools and gradesgrades

Curriculum builds from year to year--less Curriculum builds from year to year--less need for repetitionneed for repetition

Professional ImprovementsProfessional Improvements

Large majority of teachers using adopted Large majority of teachers using adopted materials (Investigations, CMP, MMOW)materials (Investigations, CMP, MMOW)

Planning now focuses on content and on Planning now focuses on content and on student prior knowledgestudent prior knowledge

Planning now focuses on student Planning now focuses on student understanding--partial knowledge, understanding--partial knowledge, confusions, misconceptionsconfusions, misconceptions

Collaborative planning happens regularlyCollaborative planning happens regularly

Professional ImprovementsProfessional Improvements

Lesson study is a common format in short Lesson study is a common format in short and long term among teacher leadersand long term among teacher leaders

Inter-visitations among teachers within and Inter-visitations among teachers within and across schools common occurrenceacross schools common occurrence

Skill level in observation of lessons improved Skill level in observation of lessons improved with use of lenses on learningwith use of lenses on learning

Principals and staff developers collaborate on Principals and staff developers collaborate on long and short term planning for capacitylong and short term planning for capacity

Professional ImprovementsProfessional Improvements

Literacy and science staff developers Literacy and science staff developers beginning to use content focused coaching beginning to use content focused coaching

Common language and tools across the Common language and tools across the district leading to more coherence in district leading to more coherence in student experiencesstudent experiences

Classroom discourse includes student-to-Classroom discourse includes student-to-student discussion of important student discussion of important mathematical ideasmathematical ideas