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Constitutional Interpretation and Education Policy

3/2/2018

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Society has changed since the writing of the constitution, and there's little doubt that the framers recognized the need for periodic review of its standing in a modern society.  In fact, the framers intentionally wrote mechanisms for change into the document itself.  However, (and this is, perhaps, where I'm getting a bit into semantics, here) I wholly disagree with the idea that the constitution should be 'read' differently today than when it was ratified in 1788.  

The sentiment 'the constitution needs to be interpreted differently' seems increasingly prevalent.  It's also wrong.  Acting upon such sentiment sets a very dangerous precedent.  Imagine, for example, if one is a landlord, business owner, or client who enters into a contract with another party, then at some point one party says, "Well, my circumstances have changed, I now have a different opinion, family structure, etc. so therefore, the original contract we entered into no longer applies." and subsequently requests fees to be changed, stakeholders and participants to be altered, or whatever.  (I wish I could do that with my credit card companies!) This is obviously not how contracts work. 

A constitution is a contract between the government and its citizens.  Yes, times and circumstances have changed since the writing of the US Constitution, however, contracts are (nearly) always interpreted as they are written.  This is why lawyers get paid the big bucks to write them so precisely and argue every minutiae.  Consequently, so long as the constitution is written as is, it should be interpreted as written.   With regards to education policy, this means the federal government does not have any legal authority over education policy, because the 10th Amendment affirms the rights of the states to govern all aspects of society which are not explicitly reserved to the federal government - education being famously (infamously?) not one of the constitutionally enumerated authorities of the federal government.  
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To circumvent this delimitation of authorities, the federal government has utilized its alternate authorities under the commerce clause.  The U.S. Department of Education cannot create rules or regulations about education which must be enforced by law.  Instead, the commerce clause - through vary loosely defined terminology and authorities - allows the federal government to tie tax breaks, subsidies, grants, etc. to the adherence of federal education policy.  Effectively, states are not breaking any laws by failing to adhere to federal education policy, but they end up losing a significant amount of money if they don't.   

The federal government has found a loop-hole in its contract with the American people.   It is a loophole which allows a significant influence by way of funding, but does not go so far as preventing an equally significant level of local control as per the 10th Amendment.  
Now, if one feels that there should be federally mandated and legally binding education policy, then I would argue that a constitutional amendment should take place.  This is re-negotiating the contract between the government and its citizens, rather than re-interpreting it.  
It is a woeful day when it is has become acceptable to simply re-interpret the most foundational laws of a country rather than re-negotiate them.  If those foundational laws are subject to re-interpretation, then surely lesser laws may be subject to re-interpretation as well.  What protections, then, does any contract, at any level, really serve if a country's paramount contract  with its citizens may be re-interpreted at will? 
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On the Chasm that Divides: Why Education Researcher and Education Practitioner Don't Get Along.

9/2/2017

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A few choice nuggets from Jay Lemke's 2000 article, Across the Scales of Time: Artifacts, Activities, and Social Meanings in Ecological Systems:

“We might say that it is a semiotic articulation of a person’s evaluative stance toward interactions.” (p. 283)

“Our ontogeny recapitulates their phylogeny, up to a point. But only up to a point, and less so as developmental pathways come to be guided more by social interaction and culture-specific semiotic information supplied after birth.” (p. 284) ← Lemke probably won a bet with this one, “I’ll bet you can’t sneak ‘ontogeny recapitulates phylogeny’ into a peer reviewed journal article.”

“...even take a reflective perspective in the activity and see our own role in it; that is, we can frame a separated “me” from the viewpoint of this new dynamical “I.” Reflexivity is itself an instance of heterochrony.” (p. 285)

“Traditional macrosociology has resorted, after the manner of Latour’s “centers of calculation,” to assembling statistical data and to recognizing that it does so in a positioned way.” (p. 288).

Should anyone still be ignorant as to the reason of the perpetual divide between educational researcher and education practitioner?  

I’d be hard pressed to find a single classroom teacher that would make it through the first two pages.  Consequently, I’ll summarize the entire piece for the layman before proceeding:

The human experience exists of multiple and intertwined systems which interact over differing timescales.  

Done.  And, you're welcome. 

The idea to consider time scales across ecosocial systems is an extension - or variation on the work of Karl Weick presented in his piece, Educational Organizations as Loosely Coupled systems, published in 1979.  Lemke, however, approaches the loose coupling of systems from a chronological perspective rather than from an organizational one.  The end result is the same:  Education is complex and there is no way - seemingly - to be able to anticipate or account for all interactions.  Lemke (2010) states, “We cannot study such a system from more than a few of the many viewpoints within it, and we honestly do not expect all these viewpoints to fit consistently together.” (p. 288) whereas Weick asserts, “Loosely coupled worlds do not look as if they would provide an individual many resources for sense making…” (p. 13) which is to say that indirect parts of a system are extremely challenging to understand.  

The adiabatic principle and heterochrony are fancy ways of communicating something that most educators who have been in the classroom for any significant period of time understand instinctively: Sometimes the things we do in the short term have little to no consequence on the long term (adiabatic principle), and sometimes long-time established (or large scale) issues have immediate impact on the short-term (heterochrony).  An example to the former would be an explanation or instruction given by a teacher which - for whatever reason - does not result in consequential learning by a student, and in the former a large system reform which requires changes in pedagogy.

The application to the educator is that one must seek awareness of both the small and short scale events as well as the large and longer term events and consider their impact on the learning of an individual.  Simultaneously, the educator must also consider how these events act in systems - both as parts of smaller systems themselves, but also as parts of larger systems.   In the case of the classroom teacher, the chief concerns are the events and systems operating most directly on the student.  

With my own PoP, the aforementioned example of heterochrony is apt.   The NGSS is a large scale reform, expected to have both far-reaching and long-term consequences.  The standards, themselves, though are such that adherence to the intent of the NGSS has immediate consequence for pedagogy (heterochrony).   Which is the entire reason why it is a problem in the first place:  while most educators have no problem with the long-scale shift towards inquiry based teaching, more concept-based and skills-based learning and assessment, in the short-term, they are faced with significant challenges to what they are already doing in the classroom.

Lemke, J. L. (2000). Across the scales of time: Artifacts, activities, and meaning in ecosocial systems. Mind, Culture, and Activity, 7(4), 273-290.

​Weick, K. E. (1976). Educational organizations as loosely coupled systems. Administrative science quarterly, 1-19.


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Education's Problem with Chronology

9/1/2017

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The time scales involved in education reform are a stubborn and persistent complicating matter.  The real benefit of any large scale reform can only truly be seen after a significant time period has passed.   Take for example, a curriculum change that is implemented across multiple grade levels; perhaps a school’s adoption of the Next Generation Science Standards.   It is possible - and it is frequently done - to examine student test scores pre- and post- adoption of the standard, and these may very well be completed within a short time frame of one year or two years.  Yet whether the curriculum change itself has had an impact on the student learning is left in doubt.   Surely, when a school adopts a new curriculum, there is myriad other affects things at play; teachers may undergo immediate professional development activities which create renewed focus and attention to teaching practices, administrators may begin intensive observations of classrooms, outside stakeholders (such as state boards, etc.) may have some influence, etc.   
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Consequently, any change seen in student performance data over the course of one year may very well be the result of cultural, attitude, or other shifts within the environment, not necessary a direct result of a curricular change.  To gauge the overall value of a curricular change, one would have examine students pre- and post- k-12 schooling - a period of at least 12 years - and would also need to have a control group of ‘old curriculum’ students assessed in the same time period.

Sadly - as many teachers would be quick to tell you - educational reforms tend, themselves, to have a lifespan shorter than 12 years.  Those ideas which were at once seen to be the next greatest idea in improving standards, personalizing learning, incorporating technology, and increasing academic achievement are quickly replaced by the next best idea.  To the educator, it seems as though a few basic ideas have been recirculated and regurgitated with new vocabulary every so many years, as the next generation of doctorates and educational researchers find their voice.

This vicious cycle stemming from the mismatch of the 12 or 13 year education span of k-12 students, and the successions of repackaged and regurgitated education reforms, speaks at once to both the challenges of chronology in education as well as the systems nature of education.  Indeed, education an endeavor which must consider both the time spans upon which it exists, and also the multitude of systems in which it is intertwined.    ​​
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Complexity Theory in Educational Systems

8/26/2017

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A - very - brief summary of Paul Cillier's article, Boundaries, Hierarchies and Networks in Complex Systems (2001), and a connection to wicked problems....
In their article, Inescapable Wickedity (2014) education researchers Jordan, Kleinsasser, and Roe might present the problems of education as, among other things, those which are difficult define and have no clear right or wrong answers.  To large extent, the challenges of wickedity are artifacts of the complex system in which educational systems operate and interact with.  These are ideas are further articulated in Cillier’s Boundaries, Hierarchies and Networks in Complex Systems (2001).   Cilliers describes how the various boundaries a which operate between systems are both ambiguous and shifting.  He questions the notion that traditional methods of examining flat hierarchies, network interactions and non-linearity as particularly conducive to developing a theory of complex organizations.

Cilliers, P. (2001). Boundaries, hierarchies and networks in complex systems. International Journal of Innovation Management, 5(2),135–147.
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On the Complexity of Education

8/26/2017

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Educational systems are complex. The ‘Wicked Problems’ nature of the challenges in educational systems are largely due to the heavily intertwined systems of structure and hierarchy.  Systems and organizational theorists refer to the degrees of connectedness within the systems as ‘loose’ or ‘tight’ coupling.  These various degrees of coupling between federal and state level bureaucracies, administrators, teachers, and other education groups such as teachers unions, parent organizations, etc. create conflict or cohesiveness depending up on the particular motivations of each group and the degree to which one’s vision aligns with another.   
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Adding to the complexity of educational systems created by the degrees of coupling within organizations and structure is the inherently human-centered and social nature of education.  Educators are dealing with human beings who are emotional and social creatures who often do not respond in logical or consistent fashion to stimuli. Consequently, where humans are involved, the solution to a problem in one scenario may very well prove to be inconsequential or even detrimental in another.

There really are no true boundaries to the educational system.  As with anything, the further one moves from the nucleus of activity, the less direct the influence on the activity itself.  In the case of educational systems, one might consider the nucleus of activity as the classroom.  Yet, the classroom activity is influenced by building level, district, state and federal level actors.  As well, the general trends of society and cultures, events of the world, and technology affect what happens in the classroom as well.  
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Intersectionality

8/26/2017

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In Intersectionality as a Framework for Transformative Research, (Garcia 2013) the author presents an argument that the role of cultural and socioeconomic diversity (Discourses, as Gee might state it) existent in special education research have not been adequately addressed. He defines intersectionality as the refusal to accept unitary definitions and categorizations, and instead examine issues such as race, class, and gender as they are inherently intertwined and inseparable.  It looks at their interplay.  ​
It is in the point of this article, precisely, that the muddiest point - and indeed, the whole challenge of education, itself - exists.   Education is a complex problem, at both individual and social in nature, at times more so and at others less so.   Methods to study education, to be useful, must take into account not only a great number of variables, but must also take into consideration the interplay of those variables themselves.  The authors quote Artiles et. all (2005) in stating that within each category of individuals to studied, there are subcategories of individuals, and within those categories, more subcategories.   Ultimately, each individual student is unique.  

Further complicating matters, Garcia recognizes that traditional categories used to study differences rely on markers that are often times not static.  That is to say a sort of marker - such as English Language Learner - used to identify an individual or group of individuals in one instance, may ultimately shift or change.   The markers upon which researchers use to categories groups are not static.   Consequently, the changing nature of the markers must be considered in addition to the continual interplay between them.  

And finally, it is not just that individuals may fall into multiple categories or that the markers used to define those categories are fluid, but the categories and markers themselves, frequently hold unstated power or status connotations which also must be considered in their research.  

All of these factors suggest that the study of educational problems in general (and in the case of the authors’ point - special education issues in particular) extremely challenging.   As educational researchers Jordan, Kleinsasser, and Roe might say, the wicked problems of education seem to have become even more wicked.  

And muddy.

Why not just treat each individual as… individual? Increasingly, research is demonstrating that the multitude of factors which influence learning requires students to be treated as individuals.

As the author states, “...an intersectionality framework engages researchers in a multi-layered analysis that seeks to uncover the processes by which the experiences of subgroups within a larger identity category are marginalized, through understanding the cultural construction of identities within and across individuals, and uncovering how social, institutional, and political structures shape and reinforce identify formation, and influence identity salience across contexts.” (Garcia, p37)  The intersectionality framework, then, encourages both the educational researcher and the educational practitioner with several questions to consider as they engage their topic of study or their students.   Among these are, “What are my perceptions, assumptions, and views of difference? Is my (our) cultural understanding sufficient to conduct culturally responsible research that will contribute to more equitable and accessible educational outcomes for all groups of learners?” (p37).  

The educational researcher has an easier time dealing with these issues.  They are not faced with making the minute by minute decisions that the educational practitioner is, and at the end of the day, the educational researcher can incorporate an escape hatch into their conclusion of their research, “..further research is warranted.”  The classroom teacher, the practitioner, however is not afforded such novelties.  To do her job well, the practitioner must consider the intersectionality in their decision making, and at the end of the day, their decisions have real consequences on real people.  When the practitioner makes a misjudgement about the interplay between the various attributes of an individual and the interplay of those attributes and the attributes of another, or how the culture or context interplay (or, in Garcia’s terms - intersect), there are real people who lose out on the best learning experience possible.  


References:

Jordan, M. E., Kleinsasser, R. C., & Roe, M. F. (2014). Wicked problems: inescapable wickedity.
Journal of Education for Teaching, 40(4), 415-430


Garcia, S.B. & Ortiz, A.A. (2013). Intersectionality as a framework for transformative research in special education. Multiple Voices for Ethnically Diverse Exceptional Learners, 13(2), 32-47.
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On Learning Styles on Change Leadership

5/26/2017

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There is a trend to identify individual character traits through surveys, then assume the survey results will bestow one with game-changing insight about their ability to lead.  Businesses have been built on this idea.  Far too much credit has been given to it.  

In considering the impact of an individual’s learning style on their ability to lead change, it’s important to remember that each of the styles indicated in this survey - Pragmatist, Activist, Reflector, and Theorist - is a spectrum, and one’s tendency towards one does not exclude tendencies in another; it is entirely possible that an individual is both a pragmatist and reflector, or a theorist and an activist, or some combination of all three, or all four.  In his book, End of Average (2016) Harvard’s Todd Rose describes these sorts of character classifications as largely situational. For example, where an individual might be outgoing with colleagues in a work environment, they may be introverts in other social settings.   While not identical, the learning styles described by Honey and Mumford (1992) are similar; an individual may be more reflective in one situation and more pragmatic in others.  

The spectral and situational natures of learning styles and personalities aligns well with the principles described by Laurence Peter and Raymond Hull (1969) in their work, the Peter Principle.  Peter and Hull describe how the selection of candidates for promotion is based on their abilities in a particular role, and those selecting assume that those characteristics will transfer into new and higher roles.  However, as situations and responsibilities change, an individual’s approach to those situations often changes as well.  Consequently, individuals often are promoted until they reach a level at which they are incompetent.  

This is a scary thought.  Attributes which made one successful in a particular scenario may make one less successful in another.  


​In trying to lead change in education, one must consider their own style in approaching problems.  Are we pragmatic, are an activist, a theorist, or reflective?  To what extent, and in what situations, and in which situations will tendencies be useful?
 
An activist, for example may be particularly adept at leading a charge, getting a project started, and able to garnering enthusiasm.  They may be willing to move forward in the midst of great diversity and great uncertainty.  Consequently, a leader who is an activist may be very successful in adverse situations, where obstacles seem insurmountable, and where building consensus around an idea is key.  Activists contrast theorists who tend to like well organized strategies.  Theorists want to examine an issue thoroughly before proceeding.  As a result, theorists may find more success in situations where time is less of an issue, and where consequences of small mistakes are high.   Pragmatists - people who like to get on with what works and are keen to solve problems - may be particularly adept leaders in situations where incremental changes are preferable to monumental initiatives.  

 
But if one’s tendencies towards these styles is situational, then perhaps a tendency towards the last of the four - reflector - is most important.  A reflector prefers to observe and think prior to acting.  They consider their own experiences and the experiences of others, and caution is important.  The tendency towards reflection, allows leaders to gauge not only the skills and validity of others in approaching a problem, but - importantly - their own.  

 
An individual seeking to be a change leader in education should rightly consider the ways and extent to which they are an activist, theorist, or pragmatist.  But we should all be seeking to strengthen our leadership as reflectors, as ones who carefully consider data, enjoy learning from observing others, and seeing the big picture.  In being a reflector, one might be more inclined to recognize in oneself the spectral and situational nature of their own styles and avoid assuming their competence to tackle a problem based on their success in tackling a previous one.  A reflector, then, may also be more inclined to let others take the lead when it is most appropriate for them to do so.  In a break with the Peter Principle, a leader who is a reflector may remain in a position of competence - rather than being promoted to a level of incompetence - because they rightly recognize the personal traits which made them successful in one position may not translate well into another.  


References:
Honey, P., & Mumford, A. (1992). The manual of learning styles, 3rd. Maidenhead: Peter Honey.
Rose, T. (2016). The end of average: How to succeed in a world that values sameness. Penguin UK.
Peter, L. J., & Hull, R. (1969). The peter principle (No. Book). London: Souvenir Press.


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Seven Tools to Scale Up Excellence

4/7/2017

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“…scaling requires leaders to find or develop pockets of excellence, connect people and teams, and ensure that excellence continues to flow through those ties” (p. 215), and requires skill in locating, developing, linking, connecting, bridging, and cascading networks of excellence; behaviors which might also be thought of as strategies for building the social capital necessary to spread worthwhile ideas through an organization effectively. Seven tools for “making nets work” (p. 198).  Seven tools to help leaders scale up excellence in their organization are described by researchers Robert Sutton and Huggy Rao in their book, Scaling Up Excellence:

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  1. The Top-Down Approach: Use hierarchical structures to “create a domino chain reaction” (p. 199) to spread excellence, ideas and/or change.
  2. Broadcast Your Message Out to One and All:  Develop thorough communication processes and sharing of ideas.
  3. Surround Them: Have the Many Teach the Few: Embed new employees among established team members who already embrace the desired behaviors and attitudes so as to spread the mindset through mentoring.
  4. One-on-One, and The Power of Pairs: Use embedded, strategic pairs to spread excellence.
  5. From the Few to the Many: Use a group of determined people to spread change.
  6. Broker: Bridging Disconnected Islands: Use people and groups to serve as connectors to otherwise disconnected people or groups.
  7. Create Crossroads Where People Connect: Use social gatherings or communal opportunities to connect people.
    ​
Reference:​
Sutton, R.I. and Rao, H. (2014). Scaling up excellence: Getting to more without settling for less. London, UK: Penguin Random House.
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More Thoughts on Wicked Problems in Education

3/19/2017

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Problems in education are not only wicked, but they are also pervasive!   One finds that nearly all of the on-going problems are, indeed, wicked.  That is to say, they are ones in which there seem no definitive solution.  Likely, this is because those problems which aren't wicked, are actually solved very easily when you have a bunch of good minds and passionate educators eager to tackle them. The wickedness of the problem is really in that neither the problem, nor the variables that go into it can be clearly defined.   And there is something else as well, which the authors Rittel and Webber (1973) have either neglected or intentionally ignored (perhaps because it is a white elephant); in order for something to be classified as a 'better' solution than other, there must be some metric upon which it is gauged.  Any such metric is a scale, which is in one direction moving closer to 'the best' and in the other direction moving towards 'the worst'.  It may very well be that we can't see the ultimate end of those scales, but we are acknowledging that there is such a scale.  That, unfortunately, is where the politics of the wicked problem comes in.  On the whole, we can't agree what that metric is.  For example, if all of society agreed that the end-goal of education was to 'sort' students into different classes to grease the economic machine, then many of the 'wicked' problems would largely disappear.  That's a rare position these days, but not so much at the dawn of the 20th century.   Today, most agree the goal of education is something to do with providing a 'quality' education for all students.  That's nice enough, and most people agree with the general statement, probably because the statement itself lends itself to a huge amount of interpretation, so much so that nearly anyone can find a way to fit their own worldview into it - a worldview which will vary significantly depending on one’s background, race, religion, creed, gender, etc.  Surely, as each individual is different, so too is a ‘quality’ education for that individual.  The problem lies in defining what a 'quality' education looks like.  I suspect this basic principle is the seed from which much of the push towards personalized learning is currently coming from.
References:
​Rittel, H. W., & Webber, M. M. (1973). Dilemmas in a general theory of planning. 
Policy sciences, 4(2), 155-169
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Thoughts on Wicked Problems in Education

3/16/2017

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A well-respected mentor once told me that the most challenging decisions he has to make as a Head of School are the ones where multiple solutions seem to be good.  This idea came to mind frequently as I read recently read through a part of Horst Rittel and Melvin Webber's 1973 work, Dilemma's in a General Theory of Planning. As Educators, we are frequently dealing with issues of a social nature where, because of the great diversity in human experience, solutions to problems are almost impossible to develop consensus around.  It seems that every problem can be defined multiple ways and every solution to every problem is like by some people and disliked by others.  Further,  because solutions to problems almost invariably require systems change -  where the end result and effects of a decision are often not immediate -  there is inherently a degree of speculation, rather than assured outcome. Indeed, as Rittel and Webber  illustrate, even defining the problems clearly in the first place is challenging.  I couldn't help but laugh at the final sentence of the passage I read, which lays claim that the most wicked problem of all is that such problems themselves are,  in fact,  wicked.
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As a science educator I can well understand the distinction the authors were trying to make between the sorts of well-defined  problems dealt with by those in the 'hard' sciences and those who are trying to develop solutions to societal conditions.  In science the ultimate goal is to arrive at a conclusion which can be tested and evaluated under very strict conditions by other individuals; it is a given that in doing a science experiment -  or for that matter working in fields like structural engineering where one is dealing with the laws of physics rather than the social realm -  there are very clear parameters in which one works, and feedback loops can be largely eliminated.  In contrast, in issues of a social nature there are a nearly limitless number of variables, each interconnected, that in trying to adjust or change any, one inevitably produces changes - sometimes foreseen, but often not - in another.  

Education is, indeed, filled with wicked problems. 

References:

Rittel, H. W., & Webber, M. M. (1973). Dilemmas in a general theory of planning. Policy sciences, 4(2), 155-169
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