Academic Intervention Systems
Technology and operations decisions where district leadership, IT, and stakeholders must align.
Inside this journey
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Pre-Discovery
Align the room on outcomes, decision process, and constraints before deeper discovery.
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Stakeholder Alignment
Confirm decision roles, timeline, funding constraints, and what ‘good’ looks like for Title I coordinators, curriculum directors, and principals.
Alignment Questions
Opening: Tell Us About Today
- What is your role and your primary responsibility for intervention programs right now?
- Which grades and subject areas are you responsible for when it comes to interventions?
- Roughly how many students do you oversee who are currently receiving targeted intervention?
- Which intervention platforms or approaches are you using today (digital and non-digital)?
- If you could summarize in one sentence the single biggest anxiety you have about interventions this year, what would it be?
Are You Accepting Slow Progress as Normal?
- When you look at this year’s progress reports, where are you most disappointed or surprised?
- Tell us about a recent cohort or grade where results didn’t meet expectations—what happened and why does it still bother you?
- How much of the district’s intervention disappointment do you believe is due to program design versus execution (scheduling, fidelity, teacher practice)?
- And how long have these patterns — the ones you just described — been affecting outcomes in your district?
- What is the emotional or political cost to you and your team when a cohort doesn’t show expected growth?
Where the Intervention Minutes Go (and Why They Vanish)
- If intervention time is the single scarcest resource, what’s the number one reason those minutes aren’t translating into measurable growth?
- How many minutes per student per school day are typically allocated for Tier 2/3 interventions in most buildings?
- Describe how intervention groups are formed at a typical school in your district (by assessment, teacher recommendation, grade-level, other).
- What barriers make it hard for teachers to keep intervention sessions consistent and high-quality?
- Tell us about a week when intervention fell apart—what factors coincided and how did teachers and students respond?
Who's Really Driving Decisions?
- If we assume the status quo is protecting familiar procurement patterns, who would be most surprised if you changed that pattern—and why?
- List the people or roles who must sign off on a new intervention solution (include names/titles if possible).
- What are the hard timeline constraints for a purchasing decision this school year?
- What funding sources will you use to pay for a solution (select all that apply)?
- For each key stakeholder (Title I coordinator, curriculum director, principal), what does ‘good’ look like to them? Please name specific success signals they’d accept.
- What evidence or artifacts do those stakeholders typically require to feel comfortable approving a new program?
If Students Could Tell the Truth
- Describe three representative student profiles from your intervention groups (brief vignette for each: skill level, behavior, attendance).
- Which diagnostic or screeners do you use to place students into intervention groups?
- How often do you run these diagnostics or progress-monitoring checks for students in intervention?
- When teachers look at group rosters, what frustrates them most about the mix of skills they're expected to teach?
- Give an example of a student who was mis-placed and what it cost in time or progress—how long did it take to correct and what did you learn?
What Would 'Measurable Success' Make Feel Real?
- If someone asked you for a concrete growth target you could defend publicly, what would you propose (be specific—percentile change, scale score, benchmark passage)?
- How frequently would you need to see progress signals to feel confident a program is working?
- Which outcome measures are non-negotiable for you (select up to three)?
- What minimum intervention minutes and staffing model are you unwilling to compromise on?
- What would success look like to your funding source (e.g., Title I) six months after a rollout?
How Far Are Your Data Really From Being Actionable?
- When you try to get a single, reliable roster + assessment view, what usually breaks or is missing?
- Which systems must a vendor integrate with for you to consider a pilot (select all that apply)?
- How quickly do you need student-level data to appear on teacher dashboards to be useful?
- Do you have any district policies or family consent requirements that would restrict data sharing in a pilot? If so, please summarize.
- What would make your teachers actually use a new dashboard daily rather than it becoming another ignored login?
What's an Easy Pilot You'll Back (—and What's a Dealbreaker)
- If we proposed a pilot that could prove impact in a semester, what would be the single most persuasive element to get buy-in?
- What is the ideal pilot size (number of schools/classrooms/students) that your leadership would approve?
- What would have to be true about teacher training and ongoing support for you to call the pilot a fair test?
- List the top three acceptance criteria you would use at pilot close to decide on scaling.
- Are there any non-starters—legal, privacy, procurement, or instructional—that would prevent you from piloting with us?
- Realistically, who on your team would own the pilot and what level of time commitment could they provide weekly?
Bringing This Together: Decisions, Timelines, and Next Steps
- Given everything above, what is a realistic decision timeline we should plan toward?
- What internal steps do you need to complete before a pilot agreement can be signed (e.g., legal review, board approval, budget sign-off)?
- Who else should we bring into the conversation next to accelerate alignment (name/title and what you want them to weigh in on)?
- If we were to build a one-page pilot plan for you now, what three things must it include to get a quick yes?
- Finally, what concerns would you want us to address up front to make a pilot feel low-risk and high-value?
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Current State Mapping
Document intervention schedules, assessment cadence, teacher capacity, site-level variability, and existing data flows.
Current State
Quick Snapshot: Your Intervention Rhythm
- How many minutes of targeted intervention is a typical student scheduled to get per day (average across buildings)?
- Which grades regularly receive district-coordinated intervention blocks?
- Typical intervention group size (students per adult) across sites?
- Who is usually responsible for scheduling and assigning students to intervention groups?
- Give one recent example of an intervention week that felt close to working—what looked different?
Are we mistaking busyness for real progress?
- How confident are you that current assessments clearly identify the exact skill gaps preventing growth?
- Which assessment tools do you use for screening and progress monitoring? (select all that apply)
- How often are students formally progress-monitored for intervention placement and pacing?
- Who typically administers these assessments and interprets the results at the classroom/school level?
- Tell us about a time an assessment result surprised you—what did it miss or overstate?
What’s stealing those precious minutes?
- If you had to name one recurring scheduling practice that most often strips intervention minutes away, what would it be?
- How often do intervention sessions get shortened or canceled in an average week?
- Which of these typically interrupts intervention time at your sites? (select all that apply)
- What workarounds have teachers or buildings tried to protect intervention time—and did any actually stick?
- How does it feel for staff when intervention blocks are repeatedly shortened or moved?
Who’s actually running the show?
- Are the adults delivering interventions empowered to make instructional changes based on data, or do they mainly follow a prescribed script?
- Which roles are primarily delivering interventions across your buildings? (select all that apply)
- How would you rate the existing training and coaching support for staff running interventions?
- What percentage of intervention staff feel confident translating assessment data into daily lesson decisions?
- Describe a recent situation where staff had to adapt instruction because a student wasn’t responding—what happened and who led the change?
If you visited three schools in the district, would you see one program or three different universes?
- How consistent are core elements (schedule, group size, assessment cadence, curriculum) across buildings?
- Which areas show the biggest site-to-site variation? (select up to three)
- What local factors drive that variability (e.g., building leadership, staffing shortages, scheduling constraints)?
- Have you tried targeted standardization (pilot or coaching) in any buildings? What changed?
- How does variability make you feel about district-wide accountability for intervention outcomes?
Is your data a roadmap or a riddle?
- When a teacher or coordinator wants to know whether a student is on track, can they get a single, reliable report that answers that question?
- Which systems currently hold the most important student data for intervention? (select all that apply)
- Do you have automated rostering and grade-level mapping into your intervention/assessment tools?
- How quickly does new assessment data become visible to teachers (near real-time, daily, weekly, monthly)?
- Describe the most common data quality issue you face and the downstream effect it causes.
What would make this realistic to fix (if we could change one thing)?
- If you could change only one operational thing this year to unlock measurable student growth, what would it be?
- Which of these would you be willing to pilot this school year? (select all that apply)
- What metrics would you accept as early evidence that a pilot is working (select up to three)?
- What constraints would most likely block a pilot moving forward? (select all that apply)
- Who are the essential decision-makers or champions we need to include to make a small pilot successful?
- Realistically, when could your team start a focused mapping and pilot planning process?
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Outcome Discovery
Define measurable success signals (growth targets, progress-monitoring cadence, and standards alignment) and non-negotiable constraints like intervention minutes and staffing.
Discovery Questions
What Does 'Enough' Actually Mean for You?
- Which role are you answering these questions for today?
- Which grade band(s) should this outcome discovery focus on?
- Which primary metric do you currently use or will be held accountable to for this program?
- If you had to write a single measurable success statement for this intervention, what would it say?
- Which stakeholders will be most interested in that success statement?
Are These Targets Real—or Just Hope?
- Given your existing interventions, how achievable do you think your stated targets are this year?
- What have been the top three barriers keeping you from hitting similar targets previously?
- How consistently is progress-monitoring data used to change instruction in your buildings?
- Who currently owns the day‑to‑day decisions about adjusting intervention groups and content?
- Tell us about a recent cohort that failed to move the needle—what signs showed up and what did you try next?
The Minute‑By‑Minute Tradeoffs (What Can’t Be Cut)
- If you only had 20 minutes per student per day, what part of the intervention would you refuse to cut?
- What is the shortest intervention block you regularly run, and how many days per week does it meet?
- Are intervention minutes constrained by any non-negotiable rules (e.g., union agreements, state program minutes, Title I allocation)?
- How are those intervention minutes currently allocated between assessment, instruction, and teacher feedback? Describe a typical session.
- If your daily intervention minutes were reduced by 25%, how would that change your chance of meeting the target you defined earlier?
Who Needs to Be Convinced—and What Moves Them?
- If a program shows measurable improvement for 60% of students, who in your system would still push back and why?
- Which stakeholder groups need to be persuaded for you to scale beyond a pilot?
- Which types of evidence carry the most weight in your decision—select up to three?
- How important is teacher-facing usability (dashboards, actionable tasks) compared with external proof points?
- Describe a past vendor or program that earned leadership buy‑in—what concrete evidence or event tipped the scales?
Standards, Alignment, and What 'On Grade Level' Actually Means
- How aligned are your current interventions to the academic standards that will influence funding and accountability?
- Which standards sets are primary for evaluation in your district?
- How do you currently map intervention skills to standards and report that mapping?
- Approximately what percent of your intervention lessons are explicitly tied to standards-aligned skill targets?
- Name one or two standards where students most often stall—what does that look like in the classroom?
Measurement Rhythm: How Often Do You Need Signals?
- Would you be comfortable making program-level decisions from weekly progress data, or do you need longer windows to act?
- Which interim assessments or diagnostics do you trust to indicate short-term progress?
- How sensitive must a diagnostic be to detect meaningful progress in a typical 6–8 week pilot?
- What reporting cadence fits your teacher bandwidth for reviewing and acting on data?
- When would you expect to see an 'early win' that eases concerns—how many weeks into implementation?
Non‑Negotiables, Unknowns, and Deal Stoppers
- What single constraint would make you walk away from a pilot before it starts?
- Select the hard constraints you absolutely cannot compromise on for a pilot or deployment
- Which data privacy or security concerns must be explicitly addressed in any contract?
- Are there district or union rules that dictate who may deliver interventions or supervise paraprofessionals? If so, describe.
- What staffing model is non‑negotiable for you (who must be in the room or responsible)?
Pilot Success: Win Conditions, Evidence, and Decision Rules
- What would convince you to scale from pilot to district rollout after an 8–12 week pilot?
- Choose the quantitative thresholds that would constitute pilot success for you (select all that apply)
- Who must sign off on pilot success and what specific artifacts do they require (e.g., raw data, teacher logs, third-party analysis)?
- Which evaluation activities are you prepared to run during a pilot (pick all that apply)?
- If the pilot meets some but not all success thresholds, what decision process would you use to determine next steps?
- What cadence and format do you want for pilot checkpoints and data reviews?
Feeling the Stakes: Emotions, Pressure, and Political Realities
- How much political or funding pressure are you under to demonstrate quick wins this school year?
- How does that pressure influence which risks you’re willing to take?
- Which audiences are you most afraid of disappointing if outcomes fall short?
- What emotions do you most commonly feel when planning interventions for students far below grade level?
- If we could take one administrative or political headache off your plate to help the program succeed, what would it be?
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Solution Experience
Walk through how adaptive diagnostics and personalized lessons deliver targeted growth for representative student profiles and tight intervention windows.
Experience Meetings
- Pre-Experience Alignment — Current State, Consequence & Data Intake
- Diagnostic Experience — Adaptive Placement & Evidence
- Personalized Lessons & Tight-Window Intervention Walkthrough
- Outcomes Forecasting, Acceptance Criteria & Reporting Workshop
- Validation & Pilot Sign-off
- Seller: Produce a one-page pilot KPI and acceptance criteria document and a forecast workbook for the district.
- Confirm diagnostic duration fits within the district's intervention scheduling constraints.
- Agree on acceptance criteria for diagnostic accuracy (e.g., % agreement with teacher judgment or benchmark assessments).
- Seller: Deliver diagnostic reports for each representative profile and a short method note explaining item selection and confidence metrics.
- Customer: Provide teacher feedback on whether placements match in-class knowledge within 48 hours of the session.
- Both: Agree on an acceptance threshold for placement accuracy to be used in pilot evaluation.
- One-sentence Re-anchor
- Validate that lesson sequences produce focused practice aligned to diagnostic needs within the customer's intervention minute constraints.
- Confirm teachers find workflows actionable and that group management supports mixed-skill cohorts.
- Agree on the cadence and triggers for reteach/escalation during the pilot.
- Seller: Package 4–6 lesson sequences (by profile) to be used in the pilot and share teacher-facing quick guides.
- Customer: Identify 1–2 teachers to run a role-play or live lesson during the pilot and confirm their availability.
- Seller: Configure teacher dashboard views to match the district's reporting needs for pilot teachers.
- Recap Validated Proof Points
- Agree on measurable KPIs and clear, documentable acceptance criteria for the pilot.
- Obtain stakeholder sign-off on forecast assumptions and reporting formats needed for Title I and curriculum reporting.
- Ensure a shared understanding of how progress will be measured and when decisions to scale will occur.
- Introductions & Objectives
- Customer: Confirm baseline thresholds and any additional local success signals to include in the pilot agreement.
- Both: Schedule the pilot evaluation checkpoint(s) (midpoint and end) with dates and owners.
- Both: Confirm training dates and schedule the pilot midpoint evaluation meeting on the calendar.
- Executive Recap of Proof -> Forecast -> Criteria
- Obtain mutual sign-off on pilot scope, timeline, KPIs, and acceptance criteria.
- Assign owners for provisioning, teacher training, data integrations, and pilot evaluation.
- Confirm the first pilot launch date and the mid-point and end-point evaluation meetings.
- Seller: Share final pilot playbook (roles, timeline, lesson pack, reporting dashboard) and provision pilot accounts.
- Customer: Execute any required data-sharing or privacy agreements and provide final roster for pilot cohort.
- Produce a single-sentence current state, consequence, and future state that will be the north star for all experience sessions.
- Obtain the minimum dataset and 3–5 representative student profiles required to run tailored diagnostics and lesson flows.
- Secure permissions and schedule for teacher/administrator validation during live sessions.
- Customer: Provide anonymized roster, last 1–2 assessment records, and 3–5 representative student profiles by agreed date.
- Customer: Confirm which stakeholders (decision-maker, Title I coordinator, 1–2 teachers) will attend validation sessions.
- Seller: Prepare tailored demo environment, load sample profiles, and produce a one-page summary tying sample profiles to district standards.
- Seller: Share a short pre-read describing what validation will look like and what to expect during live diagnostics.
- Recap Preconditions
- Prove placement accuracy for representative profiles against the customer's stated problems (placement errors, wasted minutes).
- Live Validation (teacher-run or recorded session)
- Live Diagnostic Runs (representative profiles)
- Current State (one sentence)
- Forecasted Growth Trajectories
- 3 Short Lesson Flows (by profile)
- Consequence (one sentence + quantification)
- Validity & Time Analysis
- Finalize Pilot Scope & Cohort
- Pacing & Session Design for 20–30 Minute Windows
- Map Forecasts to District Success Signals
- Define Pilot Acceptance Criteria & KPIs
- Future State (one sentence)
- Teacher Workflow & Grouping
- Operational Readiness & Integrations
- Translate Results to Instructional Needs
- Tie Back to Customer Problem
- Data & Sample Profiles Intake
- Real-time Progress Signals & Escalation Rules
- Reporting & Data Exports
- Roles, Timeline & Decision Points
- Validation & Mutual Buy-in
- Force Validation
- Sign-off & Next Steps
- Tie Back to Problem & Force Validation
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Solution Scope
Define included modules, diagnostic cadence, standards mapping, teacher training, integrations, pilot size, and acceptance criteria.
Scope Configuration
- Adaptive reading lesson sequences
- Adaptive math lesson sequences
- Small-group intervention playlists
- Decodable text fluency modules
- Phonics and phonemic awareness drills
- Scaffolded problem-solving worked examples
- Interactive visual math manipulatives
- Timed fluency and computation practice
- In-lesson adaptive scaffolds and reteach
- Teacher mastery dashboard by student and standard
- Standards-aligned RTI/IEP progress reports export
- Multilingual interface and content supports
Scope Questions
Adaptive reading lesson sequences
- Do you want adaptive reading lesson sequences included in scope?
- Which grade bands should adaptive reading lessons cover?
- What is your desired lesson length for adaptive reading sessions (minutes)?
- How frequently should the system re-assess reading placement to adjust lesson sequences?
- Do you require state-standards alignment for reading lessons (e.g., state-specific standards mapping)? If yes, list states or standards in the next question.
- If state or local standards alignment is required, please list the states/standards or attach mapping requirements.
Adaptive math lesson sequences
- Do you want adaptive math lesson sequences included in scope?
- Which grade bands should adaptive math lessons cover?
- Preferred lesson duration for math intervention blocks (minutes)?
- How often should math lesson sequences adapt based on student performance?
- Are there specific math domains or standards (e.g., fractions, algebra readiness) that must be prioritized?
- Do you require linkage between lessons and manipulatives/visual models (e.g., interactive objects) for specific standards?
Small-group intervention playlists
- Will teachers use small-group playlists for pull-out or in-class intervention?
- What is your typical small-group size for interventions?
- Should playlists be automatically generated from diagnostic results or manually curated by teachers?
- What scheduling constraints affect playlist length (daily minutes available, number of sessions per week)?
- Do you need playlists to align to specific IEP/RTI goals or group progress-monitoring artifacts?
- Should teachers be able to edit or lock activities within a playlist? If yes, describe required permissions or guardrails.
Decodable text fluency modules
- Do you want decodable text fluency modules in scope?
- Which grade ranges should decodable texts support?
- Do you require decodable texts aligned to specific phonics scope-and-sequence?
- What fluency measures are required for progress monitoring (e.g., WPM, accuracy, prosody)?
- Do you need audio modeling, timed readings, or repeated readings features included?
- Are decodable texts required in languages other than English? If so, list languages.
Phonics and phonemic awareness drills
- Should phonics and phonemic awareness drills be included in scope?
- Which specific phonics skills are priorities (e.g., letter-sound correspondence, blends, digraphs, syllable types)?
- What cadence do you want for phonics drills (daily, multiple times per week, weekly)?
- Do you require automatic progress checkpoints tied to phonics drills for data tracking?
- Should drills include multi-sensory supports (audio, visuals, drag-and-drop)?
- Are phonics drills required to be aligned to an existing district scope-and-sequence? If yes, please provide details.
Scaffolded problem-solving worked examples
- Do you want scaffolded problem-solving worked examples included?
- Which grade bands or courses require worked examples (elementary, middle, high school)?
- What types of scaffolds are preferred (step-by-step hints, guided questions, partial solution templates)?
- Should worked examples be linked to formative tasks with automatic feedback for students?
- Do teachers need the ability to annotate or customize worked examples for classroom use?
- Are there particular standards or problem types (word problems, multi-step) that must be emphasized?
Interactive visual math manipulatives
- Should interactive visual math manipulatives be part of the scope?
- Which manipulatives are highest priority?
- What devices will students use to access manipulatives (Chromebooks, iPads, Windows laptops)?
- Do you require teacher-facing controls to preset manipulative configurations for lessons?
- Should manipulative interactions report student actions (e.g., steps taken, time spent) back to dashboards?
- Are there accessibility or device performance constraints we should know about?
Timed fluency and computation practice
- Do you want timed fluency and computation practice included?
- Which computation skills should timed practice target (basic facts, multi-digit operations, fractions)?
- Preferred timing templates for fluency checks (e.g., 60s, 90s, custom)?
- Should fluency practice include adaptive difficulty within the timed window?
- Do you require leaderboard or gamified elements to motivate students during timed practice?
- How should timed practice results be recorded for progress monitoring (WCPM equivalent, mastery threshold, teacher review)?
In-lesson adaptive scaffolds and reteach
- Do you require in-lesson adaptive scaffolds and automated reteach paths?
- Which triggers should prompt a scaffold or reteach (e.g., 60% incorrect on a skill, two incorrect attempts)?
- What types of scaffolds are acceptable (hints, simplified prompts, short micro-lessons, video explanation)?
- Should teachers be able to override automated reteach and assign alternate content?
- Do you require tracking of scaffold usage and student response to reteach in teacher reports?
- Are there constraints on when reteach can be presented (during intervention only, homework, both)?
Teacher mastery dashboard by student and standard
- Do you want teacher mastery dashboards by student and standard in scope?
- Which user roles should have dashboard access (teachers, interventionists, principals, curriculum directors)?
- Which primary metrics must appear on the dashboard (mastery %, recent growth, time-on-task, diagnostic placement)?
- How frequently should dashboard data refresh (real-time, nightly, weekly)?
- Do you need export or printing capabilities for teacher-facing reports (CSV, PDF)?
- Are there district-specific thresholds or color-coding conventions for mastery that dashboards must follow?
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Mutual Commit
Finalize commercial terms, data-sharing and privacy requirements, pilot commitments, and mutual responsibilities for evaluation and scaling.
Agreement Modules
- Non-Disclosure Agreement (NDA)
- Master Services Agreement (MSA)
- Statement of Work (SOW)
- Pricing & Payment Schedule
- Data Sharing & Privacy Agreement (DPA / FERPA Addendum)
- Security & Compliance Attestation
- Pilot Commitment & Acceptance Criteria
- Integration & SIS/LMS Access Agreement
- Implementation & Support Responsibilities
- Training & Professional Development Commitment
- Service Level Agreement (SLA)
- Licensing & Intellectual Property Terms
- Evaluation & Scaling Plan
- Change Order & Scope Modification Process
- Termination, Renewal & Renewal Options
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Deployment
Operationalize rollout with readiness checks, enablement, and outcome validation.
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Pre-Deployment Readiness
Confirm rostering, SIS/LMS integrations, data feeds, environment access, teacher training dates, and pilot cohort selection.
Readiness Questions
Quick Check — Who's in the Room and What Do They Need?
- Who are the people we should know by name for this rollout (role + name + best contact)?
- Which of these best describes your district’s scope for this pilot?
- Roughly how many students and teachers will be in the pilot cohort?
- What are the top 1–2 outcomes you need this pilot to prove for your stakeholders?
- Who will be the internal sponsor(s) driving approval if the pilot meets its goals (title/department)?
- How confident do you feel about your internal timeline for going from pilot to scale?
Are We Sure Rostering Won’t Break the Pilot?
- If rostering had to fail for a week, what would that look like for teachers and students?
- Which student information systems (SIS) or rostering services are you using today?
- How do student identifiers map across systems (e.g., state ID, local ID, email)?
- How often is roster data refreshed at the district/school level?
- Tell us about a past rostering or login problem you had—what happened and who fixed it?
- What access will our technical team need to validate rostering before the pilot (SIS admin, sample export, API keys)?
When Data Goes Silent, Who Feels It?
- If data feeds stop updating, what is the first thing that will break operationally?
- Which data feeds do you currently prioritize for intervention programs (attendance, assessments, behavior, demographics)?
- Who owns the quality checks on those feeds today and how do they validate them?
- Have you ever seen mismatches between assessment IDs and class rosters? How long did it take to correct them?
- What PII or student-level data fields require special handling in your district (e.g., state ID, free/reduced status, special ed flags)?
- If we asked for a secure sample data extract to validate feeds, what format and turnaround time would be realistic?
What Happens If the Teacher Doesn't Log In?
- Who will be responsible for daily classroom-level execution of the pilot (title and number of teachers)?
- How would you rate teachers’ current comfort with blended or adaptive digital instruction?
- Do teachers have consistent device access and schedules during intervention minutes?
- What substitute/coverage plans exist if a teacher misses pilot days, and who manages those substitutions?
- What formats of training have teachers responded to best in the past (on-site workshop, virtual live, short micro-modules, coaching)?
- Who would be the on-site or building-level champion to nudge teachers and track daily usage?
Can We Run the Pilot Without a Day of Chaos?
- If the pilot starts next week, what operational steps would absolutely have to be completed before day one?
- How long does setup typically take in your environment once technical access is granted?
- Which classrooms or grades are non-negotiable to include or exclude from the pilot (and why)?
- Describe the daily intervention block structure we’ll need to work within (minutes, fixed period vs pull-out, rotation model).
- What contingency plans do you want in place if initial diagnostic sessions take longer than expected?
- Who will approve a change to the pilot schedule mid-run if needed?
Is Privacy and Compliance Actually Settled?
- What approvals does a third‑party vendor generally require from your district before any data exchange (legal, IT, privacy officer)?
- Do you already have a standard DPA or other legal template we should complete?
- Are there specific state or local data residency or hosting restrictions we should know about?
- Who signs off on FERPA/PII-related safeguards in your district and how long does sign-off typically take?
- Would you prefer a vendor-provided parent notification template for the pilot or will you use district language?
If Everything Goes Right, What Does ‘Deployment-Ready’ Look Like?
- What measurable signals would make you say the pilot is successful at its midpoint?
- How will you measure student progress during the pilot (benchmarks, growth %, progress-monitoring cadence)?
- What acceptance criteria must be met to move from pilot to expanded rollout (choose all that apply)?
- Who will be accountable for the post-pilot evaluation and recommendation for scale (title/department)?
- What SLA or support expectations would make you comfortable during the pilot (response time, dedicated CSM, weekly check-ins)?
- Is there an explicit budget or funding window we need to demonstrate results within to secure scaling funds?
Who Owns What — Let’s Avoid Finger-Pointing
- Which person or team will be the day-to-day owner for: rostering, integrations, teacher communication, and pilot logistics?
- What internal communication cadence do you prefer during the pilot (daily standup, weekly status, ad-hoc)?
- Who should be included in escalation emails if technical issues impact classrooms?
- Are there external partners (EDS vendors, broadband providers, local tech support) who must be looped in for go-live days?
- What is your preferred way for the vendor to document and share responsibilities (RACI, shared task tracker, weekly notes)?
Final Gaps — What Could Still Stop Us?
- What single constraint would you say is the most likely to block the pilot (funding, tech, staffing, approvals)?
- Are there known device or connectivity equity issues at any pilot sites we should proactively plan around?
- What internal deadlines or external reporting requirements could force a pivot mid‑pilot?
- If we surfaced a critical risk during setup, how would you prefer we present mitigation options (recommendation + impact, multiple trade-offs)?
- What additional information or artifacts would help you greenlight the pilot today (sample roster, technical diagram, parent letter, training agenda)?
Next Steps and Rapid Commitments
- Which of these pilot start windows would you prefer?
- Pick your preferred teacher training format and timing for rollout preparation.
- Are you able to provide a secure sample roster and a point-of-contact for SIS access within the chosen start window?
- Who should receive the pilot kickoff calendar invite from our team (name, role, email)?
- Are you ready to commit to the next immediate step we recommend (technical kickoff, teacher workshop scheduling, or DPA exchange)?
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Deployment Enablement
Sequence tasks, assign owners, run teacher enablement, and execute the pilot with clear checkpoints and communication plans.
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Validation Checklist
Verify diagnostic placement accuracy, teacher dashboard access, initial student progress signals, and acceptance criteria before scale.
Validation Questions
Quick introductions — who's in the room?
- What is your primary role in this initiative?
- Which grades and subject areas will this intervention cover?
- How many students roughly will be in scope for initial rollout?
- Who else needs to be at the table for decisions (names/roles)?
- How would you describe your district’s current approach to intervention, in one sentence?
Are we settling for patchwork solutions?
- Where do you see the biggest inconsistencies across schools when it comes to interventions?
- Tell us a specific recent example of school-to-school variation that worried you—what happened and why did it matter?
- How often do teachers deviate from the planned intervention sequence or minutes?
- Which of these factors most commonly drives that variability?
- If you had to estimate, what percent of intervention groups are following an evidence-based progression consistently?
- How does that inconsistency make you feel about your ability to meet district goals?
What keeps you up at night about federal accountability and funding?
- How reliant is your Title I funding or reporting on showing measurable growth this year?
- What specific performance targets are you accountable for (state assessment, growth percentile, proficiency gaps)?
- Where are you currently missing the mark on those targets—grade bands, subgroups, schools?
- If growth targets aren’t met this year, what are the likely operational or financial consequences for your programs?
- How long have these accountability pressures been shaping your priorities?
- Which feelings dominate when you think about reporting results (stress, urgency, cautious optimism, resignation)?
Where do students really start — and how do you know?
- How confident are you that your current placement decisions place students at the right level of instruction?
- Which diagnostic or screening tools do you currently use to place students?
- Describe a time when placement felt wrong—what was the cost in time or learning?
- How frequently do you re-assess placement or progress during a cycle?
- What percent of students typically show a meaningful mismatch between diagnostic level and classroom performance within the first 2 weeks?
- What would change for students and teachers if placement errors dropped by half?
Imagine the ideal intervention hour — what actually happens?
- If a single intervention block were working perfectly, what would students be doing and feeling halfway through that block?
- Which components are non-negotiable for that ideal hour?
- How many minutes of focused intervention do you consider realistic per student each day?
- What would a teacher need to see on a dashboard mid-week to truly act with confidence?
- What constraints would make even the best-designed hour impossible to implement?
- Which student profile do you most worry about (example: ELL below grade, significant learning gap, chronic absentee)? Describe one representative profile.
What would make a pilot feel like a no-risk experiment?
- What outcomes would you require to declare a pilot successful?
- What size pilot would give you statistical and political confidence (number of students or schools)?
- What acceptance thresholds feel credible (e.g., X point gain, Y% of students meeting growth)? Please be specific.
- How long should the pilot run before you evaluate results?
- What data-sharing or privacy requirements would block a pilot unless addressed up front?
- Who internally must sign off to greenlight the pilot (roles/titles)?
What would clear next steps look like for your team?
- What is your decision timeline for choosing an intervention partner?
- Where does budget approval sit in your timeline and who controls it?
- Which integrations are mandatory before you can pilot (SIS, rostering, LMS, assessment systems)?
- What professional development or coaching cadence would make teachers comfortable adopting a new system?
- What governance or communication channels do you prefer for joint project updates?
- If we were to take one measurable action together this week, what would make the biggest difference?
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Success
Review results against growth targets, capture lessons learned, and maintain a shared channel for issues and enhancement requests.
Success Reviews
- Success Outcomes Review
- Lessons Learned & Continuous Improvement
- Scale & Sustainability Decision Meeting
- Support & Enhancement Governance Setup
Issues & Enhancements
- Opening & Meeting Objectives
- Meeting Framing & Pre-work Review
- Produce a prioritized improvement backlog tied to measurable success metrics.
- Assign clear owners and timelines for top-priority fixes (quick wins within 30 days).
- Agree on a validation plan to measure impact of each change within a defined cadence.
- Publish the prioritized improvement backlog with owners, due dates, and measurement definitions.
- Update teacher coaching and training materials to address identified fidelity gaps and schedule refresher sessions.
- Adjust diagnostic placement rules or thresholds where evidence shows systematic misplacement and document changes.
- Recap of Outcomes and Lessons (5-min snapshot)
- Reach a formal scaling decision with documented budget and timeline commitments.
- Identify resource gaps and assign owners to close them prior to scale.
- Establish procurement and contract next steps with target dates for execution.
- Produce a Scale Decision Memo (including budget, timeline, and acceptance gates) for executive sign-off.
- Confirm funding source(s) and initiate purchase order/contracting steps with vendor success manager.
- Create an implementation readiness checklist tied to the first scale cohort and assign owners.
- Purpose, Scope & Principles
- Establish a functioning shared channel and agreed intake/triage workflow with SLAs.
- Define a transparent enhancement governance process connecting district priorities to vendor roadmap decisions.
- Schedule and staff the recurring governance cadence and launch user training.
- Create the shared channel and onboarding documentation (intake form, prioritization rubric, SLA table) and share access links.
- Schedule recurring triage and roadmap meetings with calendar invites and owners listed.
- Publish the enhancement backlog template and capture the first 10 enhancement requests with initial triage outcomes.
- Validate whether the pilot/cohort met the pre-defined growth targets and acceptance criteria.
- Surface any measurement discrepancies or outlier student cases that require follow-up.
- Agree the short-list of evidence artifacts the district will use for Title I/funder reporting.
- Deliver a consolidated Results Pack (aggregate metrics, school dashboards, anonymized student exemplars) within 3 business days.
- Compile an exceptions list of students/cohorts needing root-cause follow-up and assign owners for investigation.
- If acceptance criteria met, draft a one-page recommendation for scaling and circulate to decision-makers.
- One-sentence Current State Recap
- Tooling & Access
- Financial & Compliance Implications
- What Worked / What Didn’t (Structured Review)
- Operational Capacity Assessment
- Growth Results Presentation
- Root-Cause Breakouts by Theme
- Issue Intake Workflow & SLAs
- Proposed Scale Plan & Timeline
- Enhancement Request Process & Prioritization Criteria
- Synthesize Findings & Draft Improvement Options
- Student-level Spot Checks (Representative Profiles)
- Consequence Discussion
- Decision & Funding Commitment
- Communication Cadence & Governance Meetings
- Prioritization & Owner Assignment
- Validation & Agreement
- Success Metrics for Changes
- Launch Plan & Training
- Immediate Next Steps & Owner Confirmations
- Decision Touchpoint & Next Steps