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Tuesday
Dec022008

Instructional Coaches and Fidelity

One of the most frequent comments I hear when I talk with people about school change is that coaches will only be effective if they ensure that teachers implement new practices with fidelity.  This is an easily justified goal. If teachers don't teach innovations with fidelity, the thinking is, they won't get results. So we need to make sure teachers do it (whatever it might be) the way it is supposed to be done. I think, however, that it is worth while to ask what is fidelity before we totally adopt this way of thinking?

For me, there are some thorny issues that we need to think about with respect to the topic of fidelity.  Of course, if coaching is going to be effective, coaches need to partner with teachers to provide the supports that empower teachers to implement new practices in a high-quality way that gets results.  But we make a big mistake, I think, if we assume this means that teachers must mindlessly follow a script.

Lucy West, in the new book I edited Coaching: Approaches and Practices  suggests that coaches, rather than encouraging fidelity, which she describes a "dictum to follow a script," should strive for mindful engagement of the curriculum with teachers.

I agree completely for a number of reasons, but I'll mention two here. First, asking teachers to implement exactly what a script says, exactly as the script says, treats teacher like workers on an assembly line rather than professionals.  This means, I suspect, that an over emphasis on fidelity likely leads to low quality instruction where teachers do every task on a checklist but do not teach with passion, or love, or even in a manner that involves reflection.

The second issue, though is more troubling. I just don't think it is likely that a heavy emphasis on fidelity is practically effective.  As Thomas Davenport has shown in Thinking For a Living  when professionals (whom he calls knowledge workers) such as teachers are not given the opportunity to reflect and think for themselves, they resist change.  Simply put: what knowledge workers do is they think for a living; if someone else (researchers, administrators, policy makers) does the thinking for teachers, teachers will resist.

Now I'm not saying everything is up for grabs, or that a teacher can say, "OK, this year, no more reading and writing, this year it is all hockey."  That is ridiculous. I'm also not saying coaches shouldn't worry about high quality implementation, or understanding the teaching practices they share.  In fact, I believe just the opposite.

Coaches need to deeply understand the materials they share, and they should be highly skilled at finding precise and easy-to-understand explanations for those practices.  However, when they explain, model, observe, and explore data, coaches need to present that information in a way that allows teachers to do the thinking.  For example, when explaining teaching practices, instructional coaches can say, "Here's what the research says. However, do we need to adapt this at all so it will work for you and your students. What do you think about this approach?"  95% of the time when coaches ask for teachers' opinions, the teachers say, "let's do it the way you describe it."  When coaches tell teachers what to do without honoring their thoughts and voices, however, the first thought if not word for the teachers is, "I want to change it."

There are several key lessons here. 

First, instructional coaches have to deeply understand the teaching practices they share.

Second, coaches have to find precise language to describe in easy-to-understand language how a new teaching practice will look in a teacher's classroom.

Third, rather than telling teachers how to do it (encouraging mindless fidelity) coaches should engage teachers in reflective conversations about how they think teaching practices might work in their classrooms (mindful engagement).

By treating teachers like professionals, by letting them do at least some of the thinking, coaches have a much better chance of enabling high-quality teaching and better student learning--and isn't the whole point. 

 

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Reader Comments (10)

Such an important question. In order to address this issue in my professional development I have developed a decision continuum to use. When a participant suggests a change to a graphic or instructional piece, the question that is presented to them is," Is this a Mutual Adaptation or is this a Lethal Mutation?"

Anne Marie Sullivan Palinscar introduced the term “lethal mutation” at 2008 SIM Conference when describing the adaptation of her Reciprocal Teaching Strategies by two teachers who reported that they were able to reduce her strategies to a simple system without dialogue. If you know anything about Reciprocal Teaching it is all about dialogue. As you can imagine, the ‘adapted’ strategies implemented by these teachers were unsuccessful. This example demonstrates the importance of fidelity of the program when using research validated interventions. The teachers had distorted the strategies to such an extent that they were ineffective.

A major challenge to any process of adaptation is to maintain the core principles of the innovation throughout its adaptation. If an innovation is changed in such a way that it violates its core principles, that is called a “lethal mutation”. (Brown and Campione, 1996).

While listening to Palinscar referring to lethal mutations, another term was echoing in my head, “mutual adaptation”. On my night stand was the book, The Universe in a Single Atom: The Convergence of Science and Spirituality , by Dalai Lama. In this book the Dalai states the importance of mutual adaptations of different cultures to allow for co-existence. He calls for the mutual adaptation of the ancient Buddhist culture to embrace western empirical science. The Dalai states that the Buddhists Monks would have much to gain by the knowledge of neuroscience as it relates to the contemplative traditions, just as the scientists would have much to gain from the inclusion of moral purpose within the scientific community.

These two thoughts came together to create a decision continuum. Yes, we need to ensure fidelity to our research validated intervention, and yes, there are adaptations that are to be considered in our ever changing world of education. Will these changes make a positive impact on student outcome? Is this a ‘mutual adaptation’ or will this be a ‘lethal mutation’?
December 2, 2008 | Unregistered CommenterCandace Bixler
These are awesome comments Candace. I totally agree that we want to avoid "lethal mutations." That is a very powerful phrase. The question is how best to do that. I bet we agree that just telling teachers how to do it won't get us there. It is in the reflective dialogue that may grow out of your (and the Dalai Lama's!!) phrase mutual adaptation. I want fidelity, but I think that the best way to get fidelity is to respect teachers by letting them reflect about what they are learning--and the first part of reflection is yes or no. Ironically,if we honor teachers' choices, I believe we have a much better chance of getting high quality implement and decrease the likelihood of lethal mutations. Thanks for your thoughts. I love the way you suggest that fidelity and some change are not mutually exclusive terms. We can respect teachers' choices and still get high quality implementation.
December 2, 2008 | Registered CommenterJim Knight
I’m interested in taking this discussion on fidelity into a bit of an applied situation in terms of how we can use fidelity information we have collected. I agree with the idea that we don’t want to reduce teachers to assembly-line workers in classrooms and that a critical part of teaching is the ability to manipulate techniques to get the best results and meet individual students’ needs. However, I think if we keep the purpose of assessing fidelity at the forefront of our discussion, we will see how it can be implemented in a way that strengthens teachers and coaches. As with all of our work with coaching, our key goal with assessing fidelity is increased student achievement. Data on fidelity should be examined simultaneously with those achievement data (Heartland AEA 11, 2007; I’m sure there’s an earlier citation from another source that I am currently forgetting). Examining fidelity data on their own is not necessarily practical. From using these data together, we can determine the effectiveness of an innovation as it is currently being implemented, whether or not it is to “script.” Therefore, teachers who manipulate a technique and get excellent results in their classrooms won’t be coached to implement more effectively. At the same time, we also now have data (in two forms) to help us as we work with teachers who may need to stick more to “script” than they are currently able to do.

This conversation is intriguing and one that I’m interested in continuing.

Sarah
December 2, 2008 | Unregistered CommenterSarah Brown
Thanks so much Susan. I think using data on fidelity is one respectful way of dealing with this issue. I think the challenge we face is to be clear about what our teachers are to be faithful to. I like the idea of identifying the critical elements that are essential for high-quality implementation and then, through dialogue, coaching teachers to adopt them. But I think it is important, and you made me think of this, that we are faithful to the right things. And of course I think if you are upfront about the fact that the any teacher will inevitably make some adaptations, you're going to get more fidelity. Ironically, by offering choice to professionals, I think we get better implementation.
December 3, 2008 | Registered CommenterJim Knight
I am very interested in all of your comments and those that others have posted. I think that using a device with fidelity is something that actually occurs over time. Initially when teachers use a strategy they may not do it particularly well. It is the coach's responsibility to help teachers reflect on the strategy and student achievement so that growth occurs. Fidelity actually occurs over time through the constant dialog of teachers and coaches. I know that if we tell teachers that they have done something "wrong" they will not try again. Therefore, continuous improvement can not happen.
December 3, 2008 | Unregistered CommenterBeth Cronin
I have a couple of comments about your post, Jim. I'm working with one school right now that actually told me that teachers have been beaten up with the word FIDELITY. We were warned that if teachers even heard the word, we would get a negative reaction. I think that many of us associate checklists and rubrics with fidelity. What is fidelity? I guess that is the question. I'm not sure I agree with the definition of "following a script." I think about fidelity as being effective implementation of a routine, strategy, or activity that has been designed to be effective in specific ways. I believe that it is about helping teachers understand the "spirit of the law" not the "letter of the law." Just reading a script is not going to help kids learn better - we all know that! If that were true, all we would need to do is set kids in front of a robot and turn the robot on. Coaches need to have dialogue with teachers to help them reflect on their practice.

I agree that coaches can be highly effective in helping teachers understand and deliver quality instruction. This comes from a coach having expertise and the ability to make something complex more easy and understandable. It is about small incremental changes. It is about examining data about what occurred and having nonjudgmental conversations with teachers to better understand what they are doing.

Right now fidelity is most definitely a buzz word in education circles. Do you think it could be related to the focus on research based interventions? Researchers want to be sure that programs are being implemented as intended - I think it is important to think about that side of the coin, too. It is an interesting topic to toss around. I'm curious to hear what more of you are thinking.
December 3, 2008 | Unregistered CommenterSue Woodruff
I like these posts too, and for me, this conversation is helping me find better ways to explain my thoughts about this issue. Sue, I think you are making a good point when you focus on the word fidelity; fidelity, to me at least, suggests that you do it exactly as researchers say, without any professional discretion. High quality, implementation, though, is a necessary goal. I like too, what Beth has said here. Quality implementation happens over time. It took me a while for me to totally understand some of the teaching practices I now really embrace. Another thought I've had about this is that I think we some times place too much of the blame for poor implementation on the practitioner. Perhaps the most important factors related to achieving high-quality implementation is simply the effectiveness of the professional developers.
December 3, 2008 | Registered CommenterJim Knight
Hi Jim,
Your views on fidelity seem consistent with your overall philosophy about teacher voice and choice and contain many important seeds, I think. A key in my view is, as you suggest in your opening paragraph, the definition of fidelity. If fidelity is interpreted as strict adherence to a script then what we have may not be a faithful rendition of a research velidated practice. It may be closer to what we might call in my biz "empty speech." I would argue that delivering a script may be the antithesis of fidelity if the intent is lost. The key, in my view, is to distill the nuggets (non negotiables) of what makes a practice/program effective and understand a variety of permutations that may still fall within the range of the intent of the practice/program. This orientation is what retains my interest in the CBAM tools, especially the Innovation Configuration Map which is an effective way to define a range of "acceptable" variations within the context of fidelity. Having been an administrator in a large school district I understand, albeit not condone, the evolution of scripts. It is challenging to get large numbers of people on the same page and in the absence of sufficient resources to conduct high quality professional development, including instructional coaching, districts often resort to strict adherence to scripts. They think that kind of standardization will ensure implementation of scientifically based practice. Quite the contrary, if teachers don't really understand what they are delivering enough to vary the script! So...bottom line for me is that I think we need to reflect thoughtfully on what fidelity really should mean and how it might coexist with teacher voice and choice in a way that yields positive outcomes for students.
December 4, 2008 | Unregistered CommenterBarb Ehren
Thanks Barb, I agree totally with what you say. I think the idea of the nuggets, or the vital behaviors, is really key. The real challenge for me to identify the best way to encourage that kind of "fidelity?" I'm thinking that we need to know more about how to best share materials to encourage that kind of high quality implementation. Of course, the other question is, what if some says I"d like to change it a bit, how do we handle that? I'm sure grateful for all of these comments. They're producctively stretching my thinking.
December 4, 2008 | Registered CommenterJim Knight
I really do appreciate your feedback. I'm still struggling with the technology but I wish everyone all luck with this competition. I've been pinned down with a sick grandchild and today a very sick daughter - both with gastric flu which afflicts us all at this time of year - so this is the first moment I've had to get to the computer zqjlyg zqjlyg - <a href="http://www.outletbelstaffchaquetas.com">Belstaff Chaquetas Venta</a>.
November 11, 2011 | Unregistered Commenterxlaqvk xlaqvk

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