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Evaluation Negotiations Information Session. Negotiation Team. Association: Kristin DeFrancisco , Judy Packer, Valerie Sarazen , Linda Hanson Administration: Kathy Bodie , Laura Chesson , Rob Spiegel School Committee: Bill Hayner. Evaluation Task Force. Co-Chairs

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negotiation team
Negotiation Team

Association: Kristin DeFrancisco, Judy Packer, Valerie Sarazen, Linda Hanson

Administration: Kathy Bodie, Laura Chesson, Rob Spiegel

School Committee: Bill Hayner

evaluation task force
Evaluation Task Force


Kathy Bodie, Linda Hanson, Laura Chesson

Unit A Members

PreSchool:  Nancy Knoff

Bishop: SandieZiobro, Anne Hess-


Brackett:  Ellen Pratt, Melanie


Dallin:  Don Miller 

Hardy:  Kristin DeFrancisco, Julie Harrington 

Peirce:  Eva Kennedy 

Stratton:  Jackie Daley  

Thompson:  Siobhan Foley, Jeanne Hinckley 

OMS:  Judy Packer, Juli Keyes, Amy Duke 

AHS:  Val Sarazen, David Moore, Moira Byer 

Nurses:  Diane Vergnani


World Languages Dept. Head: Catherine Ritz 

OMS Vice Principal:  John Gonsalves

Bishop Principal:  Mark McAneny

Brackett Principal:  Stephanie Zerchykov

Science Department Head:  Larry Weathers

Stratton Principal:  Michael Hanna

philosophy statement
Philosophy Statement
  • The new evaluation system should be centered on Educators and Evaluators learning together, and building relationships for the long run – collaboration, not confrontation.
  • Evaluations should be evidence-based.
  • Documentation of feedback on a topic/issue should be noted before Educators can be faulted for failure to comply.
  • Overall goal is to ensure that all Educators receive the supervision and support they need to develop as thoughtful, reflective, and effective Educators.
timeline for all plans goal development
Timeline for All Plans: Goal Development
  • May 15 – District Goals set
  • June 15 – School Goals set
  • Sept. 15 - Superintendent or designee meets with Evaluators and Educators to explain the evaluation process
  • Sept. 24 – Early Release Day: one hour Baseline Edge training; one hour time for data analysis and goal drafting
  • October 1 – Evaluator meets with 1st Year Educators to assist in self-assessment and goal setting process; all Educators submit draft goals
educator plan development
Educator Plan Development
  • October 1 – Evaluator meets with first year Educators
  • October 15 – Evaluator meets with all other Educators in teams or individually to establish Educator Plans
  • November 1 – Evaluator approves all Educator Plans
observation notes
Observation Notes


  • Unannounced Observation: An Evaluator is in your classroom and is taking notes during a visit that lasts a minimum of 10 minutes.
  • Observation During a Meeting: An Evaluator attends a parent/IEP/TAT/CLT/Dept./Grade level meeting AND indicates that they are there as an observer at the beginning of the meeting. The Evaluator will refrain from participating in the meeting in order to take notes and be an objective observer.
  • Announced Observation: One full period/class with pre and post conversations.
  • Conversation and written feedback within 5 days of observation (unless extraordinary circumstances)
observation notes continued
Observation Notes Continued
  • No video/audio taping or photos taken without the explicit agreement of the Educator (written consent form)
  • Educators may submit any of the above at any time for their own evidence/artifacts
  • Observation deadline dates: indicate time by which BOTH the observation AND the follow-up conversation and written feedback should occur
  • At times an Evaluator may be accompanied by another administrator. In this case, the second administrator’s primary purpose will be to observe the Evaluator’s practice, not the Educator under observation.
  • Educator Responses: Educator can always submit a response to the observation report.
feedback conversations
Feedback Conversations
  • Within 5 days of the observation, the Educator should sign up for a post-observation conversation
  • Evaluators will maintain a Google calendar for this purpose
  • Google calendars shall contain a sufficient number of slots before, during, and after school for the purpose of post-observation follow-ups
  • Recommended time for follow-up conversations is 15 – 20 minutes, though these sessions can be extended
written feedback
Written Feedback
  • Educators can wait to receive the draft written feedback from the Evaluator before they meet with the Evaluator
  • Educators can choose to schedule the post-observation conversation before they receive the draft written feedback in order to expedite the process
2 year self directed growth plan
2 Year Self-Directed Growth Plan

For Educators with Professional Teacher Status whose overall rating is Proficient or Exemplary:

Each Year:

  • 4 unannounced observations total
  • Nov. 15 - 1st observation
  • One per month in January, March and April
  • Formative Evaluation at the end of Year 1
    • June 1 if moving to Directed Growth Plan
    • June 10 if moving to 2 Year Self-Directed Growth Plan
  • Summative Evaluation at the end of Year 2
    • June 1 if moving to Directed Growth Plan
    • June 10 if moving to another 2 Year Self-Directed Growth Plan
one year self directed growth
One Year Self-Directed Growth

For Educators with Professional Teacher Status whose overall rating is Proficient or Exemplary in 2013-2014 only

  • 4 unannounced observations total
  • Nov. 15 - 1st observation
  • One per month in January, March and April
  • Formative Assessment by February 28
  • Summative Evaluation
    • June 1 if moving to Directed Growth Plan
    • June 10 if moving to 2 Year Self-Directed Growth Plan
developing educator plan
Developing Educator Plan

For Educators in their first three years of teaching in Arlington, and Educators teaching under a different license (first year only):

  • 6 Observations total
  • Oct. 15 - 1st Unannounced observation
  • Nov. 15 - One announced full period/lesson observation
  • Remaining 4 unannounced observations once/month between December and April (exception – February)
  • Written notice to teacher at Formative Assessment meeting if Evaluator thinks teacher performance indicates possible non-renewal (just a heads up, this does not constitute a non-renewal letter – for non-PTS teachers only)
  • Formative Assessment – February 28
  • Summative Evaluation – June 10
directed growth plan
Directed Growth Plan

For Educators with PTS whose overall rating is Needs Improvement (same as Developing Educator Plan)

  • 6Observations total
  • Oct. 15 - 1stUnannounced observation
  • Nov. 15 - One announced full period/lesson observation
  • Remaining 4 unannounced observations one per month in December, January, March and April
  • Formative Assessment by February 28
  • Summative Evaluation by May 15
    • At the end of the Directed Growth Plan, the Evaluator will rate the Educator as either Proficient (Educator moves to a 2 Year Self-Directed Growth Plan) or Unsatisfactory (Educator moves to an Improvement Plan)
directed growth plan1
Directed Growth Plan
  • The Directed Growth Plan will contain the requirement that a written plan be developed that will include the specific indicators in need of improvement, the provision of specific assistance to the Educator, and an articulation of the expectations of the Educator.
  • Educators will be encouraged to request that the Association participate in the development of this plan. (AEA Notification)
improvement plan none in 2013 2014 must go through directed growth plan first
Improvement Plan *None in 2013-2014 – must go through Directed Growth Plan first

For Educators with PTS whose overall rating is Unsatisfactory:

  • 1 unannounced observation in September
  • 2 unannounced observations in October and November, one in December
  • 2 unannounced observations per month for the duration of the plan
  • 1 announced full period/lesson observation must be completed by the Formative Assessment conversation
  • Minimum timeframe for first Improvement Plan will be from the beginning of the school year to December vacation, maximum timeframe will be one year
  • A Successive Improvement Plan will have a 30 day minimum timeframe and a maximum one year timeframe

(i.e. Improvement Plan – Directed Growth Plan – Improvement Plan)

improvement plan
Improvement Plan
  • The Improvement Plan will contain the requirement that a written plan be developed that will include the specific indicators in need of improvement, the provision of specific assistance to the Educator, and an articulation of the expectations of the Educator.
  • Educators will be encouraged to request that the Association participate in the development of this plan. (AEA Notification)
  • At the end of the Improvement Plan:
    • Improvement leads to Self-Directed Growth Plan
    • Substantial progress leads to Directed Growth Plan
    • Unsatisfactory performance leads to dismissal
formative assessment february
Formative Assessment February!
  • Dedicated January Meeting Time: Collect Evidence
  • Jan. 21: Educator submits evidence on standards and goals (shoot for 3 best pieces of evidence for each area)
  • Feb. 7: Evaluator will complete mid-cycle Formative Assessment Reports for Educators on one year plans.
  • Feb. 28: Evaluator holds Formative Assessment Conversation.
timeframe for summative evaluations
Timeframe for Summative Evaluations
  • Dedicated April Meeting Time: Evidence Collection
  • April 30: Educator submits additional evidence on standards and goals
  • May 15: Evaluator completes Summative Assessment Report and sends to Educator
  • June 1: Evaluator meets with Educators whose overall ratings are Needs Improvement or Unsatisfactory
  • June 10: Evaluator meets with all Educators whose ratings are Proficient or Exemplary
  • June 15: Educator signs Summative Evaluation Report and adds response, if any, within 5 school days of receipt
  • End of Year: All Directed Growth and Improvement Plans are written and signed
career advancement
Career Advancement
  • In order to attain Professional Teacher Status, the Educator should achieve ratings of proficient or exemplary on each Performance Standard and Overall
  • In order to qualify to apply for a teacher leader position, the Educator must have had a Summative Evaluation performance rating of proficient or exemplary for at least the previous two years
postpone to the future
Postpone to the Future
  • Rating Impact on Student Learning Growth (DDM)
  • Using student feedback in Educator evaluation
  • Using staff feedback in Educator Evaluation of Administrators

Waiting for “direction and guidance” from DESE – then we will bargain with respect to these issues. (June 30, 2013)

transition from existing system
Transition from Existing System
  • Balance Evaluator Workloads:
    • Goal is 50% of Educators will be on 1 year and 50% on 2 year plan for each Evaluator
      • All Non-PTS will be on 1 year plan
      • All “Pilot” teachers will be on 2 year plan
      • Remaining PTS teachers will be chosen at random to enter a 1 or 2 year plan with a desired result of 50/50. Both the Association and the Administration will be represented during the selection process on Monday, June 10 at 3:00.
plan of assistance
Plan of Assistance
  • Under current system, a teacher may be placed on a Plan of Assistance at any point in the evaluation cycle after the Evaluator makes the determination that the teacher is not meeting the Principles of Effective Teaching.
  • Under the new evaluation system, this will be called a Directed Growth Plan.
  • The standard for placing an Educator on a Directed Growth plan in 2013-2014 will be a minimum of one year of documentation of evaluation, supervision and support, including feedback with specific areas of deficiency that were not subsequently rectified.
  • No mid year plan changes.
serious disagreements
Serious Disagreements
  • Should there be a serious disagreement between the Educator and the Evaluator regarding an overall summative performance rating of needs improvement or unsatisfactory:
    • Request meeting with Evaluator’s supervisor
    • AEA member may also attend the meeting
grievance procedure
Grievance Procedure
  • Violations of this article are subject to the grievance and arbitration procedure.
  • The parties recognize that the time-lines and dates associated with the newly negotiated Evaluation System are untested.
  • For 2013-2014 school year, missed timelines alone of less than ten school days shall not be the subject of a grievance alleging a violation of the new Evaluation System.
evaluator training
Evaluator Training

Superintendent shall ensure that Evaluators have training in the following areas:

  • Supervision and evaluation, including the regulations and the standards and indicators of effective teaching practice
  • All the information as included in the six training modules as specified by the DESE (11 hours minimum)
  • Specific training around discourse necessary to support a coaching model of evaluation.
  • Formal documentation of the

professional development in this

area will be placed on file.

joint labor management team
Joint Labor-Management Team
  • The parties agree to establish a joint labor-management team, which shall review the evaluation process and procedures annually through the first three years of implementation and recommend adjustments to the parties.
  • No Educator will move from a Self-Directed Growth Plan to an Improvement Plan without first participating in a Directed Growth Plan
  • Any Educator moving to a Directed Growth Plan or Improvement Plan will have that plan in place by the end of the school year preceding the plan implementation.
  • AEA and APS will collaborate on a template for Directed Growth and Improvement Plans
  • Exemplary off the table informally for 2013-2014
  • Use DESE rubrics for 2013-2014
forms in baseline edge
Forms in Baseline Edge
  • Goals and Educator Plan
  • Observation Form
  • Formative Assessment
  • Formative Evaluation
  • Summative Evaluation

*Optional Paper Self-Assessment

Form to support goal development

evidence collection
Evidence Collection


  • “Portfolio” in Baseline Edge
  • Attachments to forms in Baseline Edge
  • Paper/Binder


  • 3 best pieces per Standard (4 Standards)
  • 3 best pieces per goal (2 goals)
  • No more than 18 total
more on baseline edge
More on Baseline Edge

Q. Who can see your Baseline Edge evaluations?

A. Your Primary and Contributing Evaluator, Building Principal, Laura Chesson (supervises Department Heads), Kathy Bodie

Note: Paper copies of Formative and Summative Evaluations as well as any Directed Growth and/or Improvement Plans will be kept in your personnel folder.

Evaluation Support Team: There will be designated teachers at each building to help with the mechanics and technical aspects of the new Evaluation System (stipend position)

baseline edge training
Baseline Edge Training
  • Voluntary trainings will be held this summer – dates TBD
  • September 24th early release day – 1 hour Baseline Edge training
end of evaluation section
End of Evaluation Section

The next few slides explain the agreement on the Enrollment of Non-Resident Children in Arlington Public Schools for 2013-2014.

enrollment of non resident children in aps agreement
Enrollment of Non-Resident Children in APS Agreement
  • 2 year process to come to agreement
  • Trial Run 2013-2014
  • Limit 20 children – likely less
  • Any child who receives a place in APS during the trial year may continue in APS as long as the parent is employed in the district
  • Superintendent determines space availability by school and grade level
enrollment agreement cont
Enrollment Agreement Cont.
  • Unit A members offered spots using seniority to determine who has first choice
  • Timeline Goal:
    • August determination for Grades 1 and up
    • September 1 determination for Kindergarten
  • Meet next winter to determine if program will continue
  • “Consideration” will be given to allowing siblings of students the chance to enroll, if space available, even if the program is discontinued
  • Teacher is responsible for user fees and transportation
  • If student requires a substantially separate special education or vocational program, must return to district of residence
  • Chapter 70 state money will follow the child to Arlington
    • Chapter 70 is a per pupil allotment from the state
process if ratified
Process if Ratified
  • Form sent out to membership
  • Creation of prioritized list by seniority and grade student would enter
other districts with this benefit
Other Districts with this Benefit
  • Acton-Boxborough
  • Bedford
  • Belmont
  • Boxborough
  • Burlington
  • Carlisle
  • Concord
  • Concord-Carlisle
  • Dedham
  • Melrose
  • Methuen
  • Newton
  • Somerville
  • Waltham
  • Wellesley
  • Westford
  • Winchester
  • Winthrop