Self-Regulation in the Personalized Classroom

One of the best and most gratifying aspects of my job is getting into classrooms and providing feedback to leaders, who, in turn, help their teachers grow. Most of my blog ideas materialize during these times of bliss. Without this practical lens, I don’t think I would be able to write anything of value. Over the years, the state of Utah has provided me with a plethora of opportunities to work with schools on Personalized Competency-Based Learning (PCBL ). Not only is this area of focus dear to my heart, but there are always various nuances that can be explored in greater detail. 

I am always fascinated by how high-agency strategies can unlock the potential of learners. In particular, I see a clear connection to how path and pace can promote self-regulation, a competency that is important for students in school and all of us in our professional lives. Research provides a sound rationale for its importance and impact on learners. An article by Y. B. Chung and Mantak Yuen (2011) in the Journal of Invitational Theory and Practice states the following:

In the context of schools, self-regulation is evident not only when students control their own behavior in and out of the classroom (self-discipline or self-control) but also when, during lessons, they are able to set their own goals, plan appropriate strategies for achieving these goals, monitor, evaluate and adapt their own actions, and control their effective use of available learning time and resources (Ormrod, 2010). A large body of empirical evidence suggests that self-regulated learners are more effective, confident, resourceful, and persistent in learning (Pintrich, 1995; Schunk & Zimmerman, 1994; Winne & Hadwin, 1998; Zimmerman & Campillo, 2003). 

With the right conditions in place, learners who effectively self-regulate can:

  • Establish goals and applicable strategies to accomplish them
  • Effectively monitor progress
  • Reflect on performance to self-evaluate

A recent coaching cycle at Quest Academy Junior High School unearthed numerous instances where teachers had integrated personalized strategies to promote self-regulation. In Shawn Berry’s 8th-grade math class, I observed students writing down individual learning goals for the lesson based on unpacked standards in the form of learning targets. Once done, they added each of these to a whiteboard. After reflecting on this, I reached out to principal Nicki Slaugh and asked if she could get some more details from Shawn. Here is what she provided:

In a self-paced classroom, it’s essential to help students manage their time. I noticed my eighth graders were struggling to stay focused and on target in our self-paced math program. I got the idea for them to create a specific to-do list for the 57 minutes they are in the classroom. The first 5 minutes are for a spiral review or math talk question and we need 1 minute at the end for closure. That left 51 minutes to organize, so I decided to divide that into 17-minute sections. 

Each student creates a to-do list based on three sets of 17 minutes. I use a timer on the TV that visually counts down and has an alarm. In the beginning, we discussed how to make sure the tasks they chose for their lists were reasonable to finish in 17 minutes. Some students were choosing tasks that were too short or too long. At the end of class, the students add their post-it to our chart on the class whiteboard to show how many of their tasks they finished. 

Since starting this, more students have felt success during class and are able to stay on task. Some students have realized future tasks are dependent on the outcome of their first task, so they either make a plan A and plan B list or complete their to-do list after completing their first task. I love seeing 13- and 14-year-olds learn how to manage their time using short-term deadlines. The academic deadlines for their course are sometimes hard to conceptualize because they take weeks to accomplish. This is a skill they will definitely need in their future!

Self-regulation is a hallmark of personalized learning. Students are more prone to own their learning as they are taking proactive steps to identify where they are, where they want to be, and what is needed to succeed. In life, this might be the most critical competency that educators can cultivate in the classroom. 

Ormrod, J. E. (2010). Educational psychology: developing learners (7th ed.). Upper Saddle River, NJ: Pearson-Prentice Hall. 

Pintrich, P. R. (1995). Understanding self-regulated learning. San Francisco, CA, Jossey-Bass.

Schunk, D. H., & Zimmerman, B. J. (1994). Self-regulation of learning and performance: Issues and educational applications. Hillsdale, NJ: Erlbaum. 

Winne, P. H., & Hadwin, A. F. (1998). Studying as self-regulated learning. In D. J. Hacker, J. Dunlosky, & A. C. Graesser (Eds.) Metacognition in educational theory and practice (pp. 279-306). Hillsdale, NJ: Erlbaum. 

Zimmerman, B. J., & Campillo, M. (2003). Motivating self-regulated problem solvers. In J. E. Davidson & R. J. Sternberg (Eds.) The nature of problem solving (pp. 239), New York: Cambridge University Press. 

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What Example Do You Set?

While there are some exceptions, most people do not like to be told what to do, especially when it comes to change. Not only does this often lead to resentment, but it can also inhibit people from doing their best work. I am sure many of us can recount numerous instances during our careers when directives have been leveled down by a leader(s). We end up following through with them in many cases because we are subordinate instead of empowered. The latter drives sustainable change leading to transformation at scale. Isn’t that what we all want? 

I shared the following in Digital Leadership :

Leadership is not about telling people what to do but instead taking them where they need to be. Setting an example through your own practice illustrates to others that change is a shared endeavor. It is about the collective, where a title, position, and power don’t give someone a pass. When it all is said and done, leadership is about action, not talk and opinion (or memos and emails in my example). Setting an example and modeling is the first step. The next is a combination of support, accountability, and evidence that leads to efficacy. When everyone sees how the change(s) actually improves teaching, learning, and leadership, the path to sustainability starts.

 

Image credit

The images above tell a powerful story and many of us have seen them in various iterations. Just because you have a title doesn’t mean you are a leader. Motivating and inspiring the masses to be a part of something where there is a shared belief in the endeavor relies on being part of the solution. While telling, dictating, or bossing people might invoke some short-term results, lasting change materializes when the leader sets the example. Modeling is a powerful strategy. However, rolling up your sleeves and doing the work side-by-side with your people in certain situations will pay dividends time and time again. No matter which path you choose, here are some ideas to consider:

  • Teach a class
  • Facilitate professional learning
  • Participate in your own PLC with staff
  • Create pathways for staff to provide you with routine feedback
  • Write curriculum
  • Curate and share evidence of how your work impacts outcomes

Where do you see an opportunity to set an example? What would you add to the list above? The bottom line is as simple as it is profound. Don’t ask others to do what you haven’t done or are unwilling to do yourself.  

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Are You Juggling or Leading?

All leaders most likely view themselves as jugglers. Who could blame them when there are always multiple areas to address and the fact that the buck stops with them when it comes to making big decisions?  Here are just a few:

  • Accountability
  • Morale
  • Meetings
  • Professional learning
  • Stakeholders
  • Achievement
  • Budget
  • Crises

The act of juggling requires concentration and focus. If you place all your attention on one ball, the chances of keeping the rest in the air are very slim. If you watch any juggler, you will see that person looking straight ahead. The reason for this is to veer away from focusing on the movement of each individual ball, with the goal being to keep them all in the air. Basically, a juggler does not focus on the balls as separate entities but instead as a whole. 

It is natural to want to be and do everything as a leader. While the intention is positive, it is difficult, if not impossible, to put the needed effort into multiple moving parts. Instead, the rule of thumb should be to do one thing exceptionally well before dedicating time and energy elsewhere. The question that then needs to be answered is, are you juggling or leading? The best leaders de-emphasize multitasking and attempting to keep everything in the air. They instead clearly visualize the most pressing and vital ball and prioritize one thing at a time. Juggling is secondary, while the ball in front of them is primary. 


It is hard to lead if you are constantly juggling. Consider the following to help keep your eye on the ball:

  • Honesty is the best policy. Know what you can handle in an effort to avoid stress, burnout, or things falling through the cracks. 
  • Make responsibilities clear. Think about what is needed in terms of time and resources. Leverage the power of delegation to empower others to focus on and attend to balls that are constantly in the air. Everything needs to be clarified. 
  • Prioritize to ensure success. Don’t shy away from dumping non-essential items. 
  • Seek advice. There is no reason to go at it alone. Be sure to elicit the counsel of those you trust. 
  • Plan accordingly. Never discount the importance of a strategic plan that takes into account all the elements listed above. 

If you want to be a juggler, keep that as a hobby. As a leader, zero in on the ball that is of the utmost importance to help you move change forward, support and empower your staff, and become the best iteration of yourself. 

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Strategies to Empower Reluctant Staff

As a leader, have you ever been so excited about a new initiative or innovative idea only to learn that some of your staff weren’t as equally thrilled? Early in my career, this was more the norm than the exception. I vividly remember getting excited about improving parent communication with, at the time, a state-of-the-art app. Since I saw the inherent value that it would have in the hands of my teachers to get information out readily while building relationships in the process, I couldn’t wait to usher in this change.

I began with a detailed email with attachments and planned a more formal presentation at an upcoming faculty meeting. The time finally came, and I facilitated a demonstration of the tool and then had my staff discuss the merits and possible issues with incorporating the tool across the entire school. To my dismay, at the time, my staff was primarily lukewarm to the idea or totally against everyone using a digital tool for communications .   I felt both blindsided and confused. After meeting with some of my most trusted teachers, I decided not to move forward with the app. However, this was an invaluable learning experience for me, which helped when I tried to lead other change initiatives.

There were times, like the example above, when I did not find success with change. It’s not that they were bad ideas or a waste of time and resources. Instead, it was human nature in terms of a resistance to change that was the cause of reluctance in some of my staff. Fear of the unknown and being comfortable where one is at can stymie even the noblest efforts. As a leader, it was my responsibility to help my staff overcome both of these potential impediments and you can as well.


Know your stuff

It is critical to deeply understand what you are trying to achieve, why this journey is essential to embark on, and how it will lead to better outcomes. Begin embracing a scholarly mindset so you can connect research and evidence when it is time to lay out a path forward. Be sure to be transparent along the way, so your staff knows the advantages of the change and potential disadvantages. Most importantly, look for opportunities to model new ideas.

I shared the following in Digital Leadership .

Leadership is about action. Don’t expect others to do what you have not done or are not willing to do yourself. 

Listen and learn to understand needs

Knowing your stuff also means you are willing to listen to staff concerns to gain greater insight that can be leveraged to overcome reluctance. Consider this a vital learning experience that can be used to influence both the decision process and future implementation. Incorporating feedback and addressing concerns openly can shift the tide. The opposite also holds true. When big decisions are made unilaterally, stiff resistance typically follows.

Instill value

There is no more significant catalyst for accepting change than when people clearly know the why behind the endeavor. It works to help people embrace what is being asked of them and, in the process, increases the likelihood of success. Value can also be secured by supplying clear evidence that the change is warranted and providing ongoing professional learning support.

Human nature can be a fickle thing. Reluctance to change might never be fully overcome. As leaders, it is prudent to be proactive when pursuing anything that bucks the status quo to empower staff to want to be part of the solution.

What strategies have you found to work when it comes to reluctant staff?

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Your Ticket to More Effective Lessons

During my training to become a teacher, I was immersed in the work of Madeline Hunter when it came to lesson plan design. Her Instructional Theory into Practice (ITIP) model helped me identify the strategies I would use on a daily basis to help my students learn. These included the anticipatory set (hook), reviewing prior learning, checking for understanding, forms of practice, and closure. Every lesson had these elements and I often received positive feedback from administrators on these when they observed me. Closure is something I was incredibly proud of and I always ended lessons with some form of paper exit ticket.   I shared the following in Disruptive Thinking :

While the opening moments with students are crucial, so are the final minutes. Think about this for a second. What’s the point of an objective or learning target, whether stated, on the board, or students having the opportunity to discover for themselves, if there is no opportunity at the end of the lesson to determine if it was achieved? Learning increases when lessons are concluded in a manner that helps students organize and remember the point of the lesson. 

At the time, this model was both a practical and effective means for planning direct instruction and was readily embraced as this was the primary strategy used in classrooms. It streamlined practices in an efficient way that could be replicated day in and day out. Herein lies the main disadvantage of ITIP. It was a one-size-fits-all approach centered on the teacher making all the decisions from an instructional standpoint at the expense of developing competent learners who can think.  

Like many things in education, elements of ITIP still have value depending on how they are used. Closure is still critical, in my opinion, as a means to determine lesson effectiveness and serve as a catalyst for reflective growth. Exit tickets, when constructed well, represent a sound strategy to be implemented at the conclusion of a lesson. In simple terms, these are ungraded formative assessments that assess what students learned during the course of the lesson. The data from then can be used to identify the following:

  • Level of mastery
  • Areas of difficulty
  • Opportunities to reteach
  • Gaps in learner understanding 


The information gleaned from them provides the teacher with additional insight as to how the lesson went and what can be done to improve it in the future. A recent visit to Quest Academy Junior High School, where I began longitudinal work on personalized competency-based learning (PCBL), got me thinking more deeply about this strategy. The principal, Nicki Slaugh , is a trailblazer in this area and I am fortunate enough to be providing coaching support to her staff to take them to the next level. While visiting classrooms with Nicki, we saw a slew of outstanding practices in action. However, I was incredibly impressed with the exit ticket created by science teacher Melanie Hueftle, which you can see below.


Not only does this meet the criteria for a well-designed exit ticket, but it also goes much more profound and serves as a more powerful reflective tool for both the teacher and the student. As reported by John Hattie, self-reported grades/student expectations are one of the most effective strategies out there (effect size = 1.44). The exit ticket puts the “personal ” in personalized as each learner determines where they are in relation to the learning target. I also love the fact that they can advocate for support from not one but two different teachers. Knowing Nicki and her incredible staff, what you see above is most likely the norm in many Quest Academy classrooms.

Try This

  • First, if you’re already using exit tickets or some other means of lesson closure, that’s great, but take a minute to reflect on whether they’re providing the type of substantive info I’ve outlined here, or if they’re simply making your lessons slightly longer. Consider if your use of closure elements might be tweaked to provide greater value to you and to your students. As you approach future lessons, zero in on what these tasks are telling you about student learning—on an individual basis and as a whole group. Are you seeing any patterns? How might you adjust your instruction to provide more focus where each student needs it?
  • If exit tickets are new to you, that’s great, too—what an opportunity! First, consider what feedback would be most helpful to you and your students. The example I provided here is just one, but Google “exit tickets” and you’ll see a number of examples. Don’t reinvent the wheel. Find one that fits your needs and modify it to make it yours. What lesson this week is a natural fit for an exit ticket? Choose one, develop your ticket, and just try it with your class. Then reflect on the information it provides—how does this align with your expectations around what you want your students to understand? What steps will you take to adjust your instruction? Remember, data is great, but it’s what we do with it that matters.
My hope is that these simple tips help you improve what you are already doing or provide the means to develop powerful exit tickets that not only serve as closure, but set the stage for your next lesson. 

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Core Elements of Personalization

Many concepts are looked upon negatively as they are associated with buzzwords, fads, or a lack of substance. You won’t get much of an argument from me as to the validity of this view because it is true in many cases. Educators want proven strategies that can be implemented readily that will address diverse learner needs while leading to an improvement in outcomes. Personalization is far from a fad or buzzword as it represents an equitable approach to learning. I shared the following definition in Disruptive Thinking in Our Classrooms :

Personalization constitutes pedagogical approaches that ensure all learners get what they need when and where they need it to succeed.

Personalization represents a shift in focus from the “what” (content, curriculum, tests, programs, technology) to the “who” to create a more personal learning experience for all kids. At the forefront is developing and sustaining a culture that imparts purpose, meaning, relevance, ownership, and various paths that cater to all students’ strengths and weaknesses. Tools such as the Rigor Relevance Framework and technology can certainly assist, but what is more important is an emphasis on three core elements. While these are not new by any stretch, it is valuable to see how they seamlessly connect to create a personalized experience.

Learner agency

The underlying premise is to move learners from a state of engagement to empowerment so that they exert more ownership over their learning. To achieve this goal, they need to be granted more autonomy in the classroom and beyond. It is driven by high-agency strategies such as voice, choice, path, pace, and place. These aid in developing critical competencies needed for success in a disruptive world.

Differentiation

While not a new concept by any means, the challenge has always been with effective and consistent implementation. The overall premise is that instruction is tailored to better meet students’ needs in the areas of content, process, and product. Whereas agency focuses more on what the learner is doing, differentiation is typically driven by the teacher. Ongoing assessment is vital as this provides the teacher with the necessary information to develop lessons and tasks that are more personalized. A simple Google search will unveil all the many strategies and techniques that are available to educators to make this a reality.

RTI

Response to Intervention (RTI) represents a multi-tiered process to identify the behavior and learning needs of struggling students early on and then provide specific support in the form of interventions. Components include:

  • Tier 1 – Teacher provides research-based instruction to the entire class using extensive checks for understanding as a means of formative assessment. This data, and that collected through routine benchmarking, is utilized to determine what supports are needed in Tier 2. Behavior screenings are implemented as well.
  • Tier 2 – Targeted supports using the data collected from the Tier 1 interventions are used to provide small-group instruction that focuses on specific learning and behavioral needs. 
  • Tier 3 – At this level, the most at-risk students are provided individualized support, typically in a one-on-one setting. 

Data is a huge component as it influences the types of supports used in each tier above. For specific strategies that can be used in each tier, click HERE .

While digital tools, research on the brain, and an emphasis on high-agency strategies might be new, personalization is not. Developing an understanding of all the interconnected elements can assist you and others in creating experiences that meet the diverse needs of students while nurturing a positive school culture. 

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