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Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC) [email protected] [email protected]

Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

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Page 1: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

Leadership in Lesson Study

National Council of Supervisors of Mathematics

April 10, 2008

Jane Gorman and Johannah NikulaEducation Development Center (EDC)[email protected]

[email protected]

Page 2: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

This material is based upon work supported by the National Science Foundation under Grants 0138814 and 0554527. Any opinions, findings, and conclusions or recommendations expressed in this material are those of the author(s) and do not necessarily reflect the views of

the National Science Foundation.

Page 3: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

Study curriculum & content.

Set goals for students and

research questions.

Develop lesson. Focus on student

thinking. Anticipate student responses.

Observe lesson. Discuss evidence.

Revise (and re-teach) lesson.

Consolidate, record, and share learning about research Q’s,

content and pedagogy.

Page 4: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

Teachers Students

Other EducatorsColleagues

Administrators

Knowledgeable Others

Research LessonResearch Lesson

Page 5: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

Lesson StudyLesson StudyPost-Lesson

ActivitiesResearch

LessonPlanning

Phase

RESEARCH LESSON

Actual classroom lesson; attending teachers study

student thinking, learning,

engagement, behavior, etc.

Discuss Long Term Goals for Students’

Academic, Social and Ethical Development

Choose Content Area and Unit Discuss Learning Goals for Content Area, Unit and Lesson

Plan Lessons(s) that Foster Long-Term Goals and Lesson/Unit Goals

Discussion of Lesson Discuss research lesson. Focus on

evidence of whether the lesson promoted the long-term goals and

lesson/unit goals

Consolidate LearningWrite report that includes

lesson plan, data, and summary of discussion. Refine and re-teach the

lesson if desired. Or select a new focus of

study.

Figure 1

Catherine Lewis - Resource from www.lessonresearch. net

Page 6: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

SINGLE TEAM - 3-6 teachers

WHOLE SCHOOL - multiple teams in school, all teachers have some access to program, support of knowledgeable others. Cross grade, cross subject area collaborations.

DISTRICT PROGRAM - teachers share across schools - public events - may invite national lesson study experts and university faculty - program institutionalized - integrated with system initiatives - training of new members and leaders ongoing.

Page 7: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

Lesson study thrives on a shared leadership

model….• Teacher leadership • Coaching• Administrative involvement and support

• “Knowledgeable others” from within and outside the school district.

• Expertise in content and pedagogy at every level.

• The national lesson study community.

Page 8: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

Leaders are presented with complex challenges

• Lesson study is very new.• Many participants - goals - activities. • Building new culture, learning community.

• Needs of novice and experienced teams differ.

• Teams are addressing difficult questions about student learning, requiring.

• The research base on how learning occurs within lesson study is just emerging.

Page 9: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

How would one describe leadership in this

setting?• Training? Mentoring? Coaching? Peer coaching? Content coaching? Professional development? Professional learning community? Professionalism?

• Teachers lead their meetings, set goals, etc.

• Expertise from within team is as important as expertise from without.

• The teachers are conducting their own research.

Page 10: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

Our experience: leadership and support

fall into 4 main areas.

• Envisioning and Communicating about LS

• Fostering Effective Lesson Study Practice

• Building Content Expertise• Providing Organizational Leadership and Administrative Support

Page 11: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

Envisioning and Communicating about

Lesson Study • The visionary• The starter• The bulldog or “plugger”• The outreach person• The lesson study guru

Page 12: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

We will describe the roles leaders play in each category, BUT

• This does NOT mean that teams need a leader to fill every role. NOR that all of these roles are needed at all times.

• ANY one leader will probably be moving from role to role within this general territory.

• ALL teams should consider providing SOME support in each category.

• And TEACHERS can be LEADERS.

Page 13: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

Fostering Effective Lesson Study Practice

moving towards “robustness”

• The facilitator - team meeting leader

• The writer• The questioner/hypothesizer• The believer in evidence based discussion and decision making

• The teacher advocate

Page 14: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

Building Content Expertise

•The teacher

•The mathematician

•The pedagogical specialist

•The curriculum specialist

Page 15: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

Providing Administrative Support

and Organizing•The organizer

•The liaison with administration

•The administrator

•The magician/technician

Page 16: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

Fundamentals for all teams and

leaders• This is basically a teacher-driven process

• All who participate come as learners - including “leaders” and “outside experts”

• Building sustainable learning community is a primary goal

• This is an “inquiry based” learning model• You can’t just explain it. You have to do it.

Page 17: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

Many ways to get started:

with different leadership needs• Top-down, systematic implementation

• Organic growth from one group, to many• Sponsorship by outside funding or project

• Build foundation (DMI, student work, peer observation) then move to lesson study.

• Lesson study as a tool supporting another initiative - e.g. curriculum implementation

Page 18: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

Team experience matters

• Lesson study is a new process - and includes new skills and new professional culture.

• Novice teams have particular needs - a basic “how-to” guidance that keeps big picture in sight.

• Experienced teams need support to go “deeper” - bringing in outside expertise is encouraged

Page 19: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)
Page 20: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

A Vision of Strong Practice is Essential

Page 21: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

Robustness of practice

•Key Element: Understanding lesson study.

•A cycle with purpose and intent

•Analytic lenses on lessons and teaching.

Page 22: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

Robustness of practice

•Key Element: Creating knowledge for the profession

•“Publicness” visibility of practice, products, thinking

•Teacher learning is central goal

Page 23: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

Robustness of practice

•Key Element: Effort focused on the core of instruction

•Focus on content in all aspects of the work

•Focus on student thinking and learning -

Page 24: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

Looking more deeply into leadership in one

activity:

The Post-Lesson Discussion

Page 25: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

• What do you need to do as a leader to support a lesson study team?

• What do you need to do to include other forms of leadership?

(and later we’ll give resources that can help you learn more about these questions)

Today we’re going to think together about…

Page 26: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

Study curriculum & content.

Set goals for students and

research questions.

Develop lesson. Focus on

student thinking. Anticipate student

responses.

Observe lesson. Discuss

evidence. Revise (and re-

teach) the lesson.

Consolidate, record, and

share learning about research

Q’s, content and pedagogy.

Page 27: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

Collect concrete data of students’ learning

Discuss the data with colleagues

Discuss if goals were met.

Revise lesson based on the observation and discussion.

Plan for second teaching.

Observe lesson.

Discuss evidence.

Revise (and re-teach) lesson.

Page 28: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

Collect concrete data of students’ learning

Discuss the data with colleagues

Discuss if goals were met.

Revise lesson based on the observation and discussion.

Plan for second teaching.

Observe lesson.

Discuss evidence.

Revise (and re-teach) lesson.

Page 29: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

Some background about the lesson study team:

One of the team’s goals was to help all students in inclusion classrooms explore mathematics.

The team’s research lesson focused on study of exponential growth and how it compares to linear growth.

Page 30: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

Like all teams….before the teaching

• Teachers developed a set of focus questions for observers.

• Teachers developed protocols to provide a guide to all observers in appropriate norms and methods of participating.

• Teachers prepared a detailed lesson plan that embodies their theories about teaching this topic and progressing on their goals.

Page 31: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

A thought experiment:Your school is about to

shift to a “full inclusion” model in math.

• What qualities do your students need improvement on if the full-inclusion model is to succeed?

• What qualities do your students already have that might support the full-inclusion model.

Page 32: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

Some background about the lesson study team:

One of the team’s goals was to help all students in inclusion classrooms explore mathematics.

The team’s research lesson focused on study of exponential growth and how it compares to linear growth.

Page 33: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

The team’s research lesson flow:

Complete a table of values, then graph:

y=3x+1 and y=3x

What kind of growth is it? – Tables of values for linear, exponential– Graphs: line, exponential curve, parabola– Equations: linear, exponential, neither

The money problem

Page 34: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

The Money Problem

Plan A: The boss puts $1000 into your bank account every day that you work.

ORPlan B: On the 1st day the boss puts $1 in your account. After that your balance will double every day that you work. So, on the second day you have a total of $2, on the third day you have $4, etc.

Which plan would you choose and why?

Page 35: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

Notes About the Video

• This is the second time the team observed and discussed their research lesson

• The team combined two classes of students (one special education class and one regular class) during this lesson.

• This lesson was taught to a group of 25 observers at a “lesson study open house.”

Page 36: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

Reminders for Watching the Video

• We are very thankful to the educators in this video for sharing their work with us.

• Please discuss the video in a way that is respectful of these educators’ willingness to share their own learning – even pretend they are in the room with us!

Page 37: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

With your lesson study coach hat on,

watch this video, looking for…

Examples that illustrate features of a post-lesson discussion that you would want to foster for a lesson study team.

Page 38: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

Discuss at your tables…

• What features of this post-lesson discussion would you want to foster as a lesson study coach?

• What challenges does a post-lesson discussion present for a coach?

• How might a coach support a team in preparing for or conducting a discussion such as this one?

Page 39: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

Share with the full group…

• What features of this post-lesson discussion would you want to foster as a lesson study coach?

• What challenges does a post-lesson discussion present for a coach?

• How might a coach support a team in preparing for or conducting a discussion such as this one?

Page 40: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

COACHING FOCUSPromote Evidence Based Discussion and Support Team

in Open Lesson Event• Keep focus on students• Provide protocols • Participate as learner.• Help team prepare for the open lesson event.• Orient knowledgeable others who participate in

the observation/debrief.• Be prepared to moderate the debriefing and help

organize the open lesson event.

Here’s some of how we think about the role of the lesson study coach in the Observation and Debriefing phase…

Page 41: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

Here’s some of how we think about the role of the lesson study coach in the Observation and Debriefing phase…

GUIDING QUESTIONS for the Coach and Team• What is our rationale for the lesson?• What do we want to learn from the observation?• Will student ideas and methods be visible

during the lesson? • What data should we collect to provide

evidence of student thinking and understanding?

• What evidence is there that lesson goals were met?

• What revisions to the lesson does the data suggest?

Page 42: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

Now put on an administrator hat…

Page 43: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

• What positive benefits would you, as an administrator, see in this discussion/event?– E.g., How might this kind of discussion support whole school initiatives or goals?

– E.g,, What might you learn, as an administrator, through your participation?

• What would be potential challenges for you or the team if you joined in the post-lesson discussion?

Thinking back on the video, individually

reflect on…

Page 44: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

• What positive benefits would you, as an administrator, see in this discussion/event?– E.g., How might this kind of discussion support whole school initiatives or goals?

– E.g,, What might you learn, as an administrator, through your participation?

• What would be potential challenges for you or the team if you joined in the post-lesson discussion?

Now share with the full group…

Page 45: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

Some potential roles for a principal or administrator…

Participating as learner & researcher

Academic leaderProviding logistical & administrative support

Sanctioning the eventsProviding the school contextActing as presenter or panel memberBuilding a working partnership with teachers around instruction.

Page 46: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

Finally, consider what it means to wear a

“knowledgeable other” hat.

Page 47: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

A “knowledgeable other”…• Is a visitor from outside the team

• Provides expertise in content, pedagogy, or the lesson study process

• Who might play this role?– Coach or math specialist– University mathematician – Lesson study researcher– Person with special expertise on team’s goals

– Teachers from other schools, SPED, practice teachers, paraprofessionals

– PRINCIPALS or other school administrators– School committee members, parents

Page 48: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

Watch the next video clips (from the same post-lesson discussion) and look for…

Evidence of the role and goals of this particular “knowledgeable other.”

Page 49: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

• What did this knowledgeable other contribute to this discussion? How?

• What potential challenges are there for integrating a knowledgeable other into a post-lesson discussion?

Discuss at your table…

Page 50: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

• What did this knowledgeable other contribute to this discussion? How?

• What potential challenges are there for integrating a knowledgeable other into a post-lesson discussion?

Now share with the full group…

Page 51: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

SOME ROLES WE HAVE SEEN FOR KNOWLEDGEABLE OTHERS:

• Welcome participants to school and orient them to the school goals, student population, etc.

• Special Commentator at end of post-lesson discussion

• Lead related workshop session on content.• Provide particular expertise related to team goals.

• Moderate the post-lesson discussion.• Participate in panel of observers that identify topics for discussion.

Page 52: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

Broadening our Focus

The observation/debriefing phase of the lesson study cycle is not the only focus of leadership in lesson study.

Page 53: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

Leadership and support can be viewed through

many lenses.

Prime Leadership Framework Type of

implementation.Team experience level.Phases of the cycle.

Page 54: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

Study curriculum & content.

Set goals for students and

research questions.

Develop lesson. Focus on

student thinking. Anticipate student

responses.

Observe lesson. Discuss

evidence. Revise (and

re-teach) lesson.

Consolidate, record, and

share learning about research

Q’s, content and pedagogy.

Page 55: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

For one phase, discuss with your group….. • What are the most important leadership needs of the team?

• What are leaders goals?• What do the leaders do?• What are the biggest challenges?

• How would leadership/support issues be different, in this phase, for new or experienced teams.

Page 56: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

Lesson study doesn’t have to be

complicated…it’s a simple idea• Teachers meet in small groups

• Talk about their students greatest needs

• Study together• Develop a lesson to test their ideas• Observe, discuss, and improve the lesson

• Share their learning with other teachers

• Make this an ongoing practice….

Page 57: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

Leadership in lesson study doesn’t have to

be complicated• One group of teachers can start on their own.

• One leader can provide the vision and support for a team.

• The team and leader can tell about their work within the school to obtain wider support for continuing.

Page 58: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

Remembering a few things:

• It is all about building professional learning communities.

• It isn’t about creating perfect lessons, or demonstration lessons. It is about teachers learning and doing research so they can improve students’ opportunities to learn.

• Leaders may need to learn new practices to support lesson study - e.g. in observing a lesson the administrator is not an evaluator.

Page 59: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

Resources for leaders• Lewis, Lesson Study: A Handbook of Teacher-led Instructional Change

• Stepanek, et al Leading Lesson Study• EDC Course and Guide - in development• GER and Listserve• Chicago Lesson Study Group Annual Conference

• www.lessonresearch.net• www2.edc.org/lessonstudy

Page 60: Leadership in Lesson Study National Council of Supervisors of Mathematics April 10, 2008 Jane Gorman and Johannah Nikula Education Development Center (EDC)

Contact us! for more information

to share ideasto talk about a

project

EDC Lesson Study Centerwww2.edc.org/lessonstudy

Jane Gorman [email protected]

Johannah Nikula [email protected]

June Mark [email protected]