Health, Education & Government K-12 Education Student & Learning Systems

Academic Intervention Systems

Technology and operations decisions where district leadership, IT, and stakeholders must align.

Renaissance Lexia Learning iReady (Curriculum Associates) Edmentum
Inside this journey
  1. Pre-Discovery

    Align the room on outcomes, decision process, and constraints before deeper discovery.

    1. 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? Options: Title I coordinator, Curriculum director, Intervention specialist, Building principal, Special education lead, Other (please specify)
      • Which grades and subject areas are you responsible for when it comes to interventions? Options: K–2 ELA, 3–5 ELA, 6–8 ELA, K–5 Math, 6–8 Math, High school, Multiple/All of the above
      • Roughly how many students do you oversee who are currently receiving targeted intervention? Options: Fewer than 100, 100–499, 500–1,499, 1,500–4,999, 5,000+
      • 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? Options: Reading growth below expectations, Math growth below expectations, Inconsistent growth across schools, Insufficient progress-monitoring data, Other (please describe)
      • 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)? Options: Mostly design, Mostly execution, Even split, Unsure
      • And how long have these patterns — the ones you just described — been affecting outcomes in your district? Options: This year, 1–2 years, 3–5 years, More than 5 years
      • What is the emotional or political cost to you and your team when a cohort doesn’t show expected growth? Options: Increased oversight from district/state, Loss of stakeholder trust, Challenges defending federal funds, Staff burnout, Other

      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? Options: Scheduling conflicts, Teacher capacity/training, Student attendance, Poorly targeted instruction, Materials not aligned to standards, Other (please specify)
      • How many minutes per student per school day are typically allocated for Tier 2/3 interventions in most buildings? Options: <15 minutes, 15–20 minutes, 21–30 minutes, 31–45 minutes, Varies widely
      • Describe how intervention groups are formed at a typical school in your district (by assessment, teacher recommendation, grade-level, other). Options: Assessment-driven, Teacher referral, Combination, Grade-level cohorting, Other (please describe)
      • What barriers make it hard for teachers to keep intervention sessions consistent and high-quality? Options: Insufficient training, Substitute coverage, Competing initiatives, Lack of planning time, Technology issues, Other
      • 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? Options: Immediate (within 30 days), This quarter, By end of semester, End of school year, Next fiscal year
      • What funding sources will you use to pay for a solution (select all that apply)? Options: Title I, ESSER/ARPA, District general fund, Grant funding, School-level budgets, Other
      • 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. Options: Higher benchmark proficiency, Documented RTI progress, Improved sub-group growth, Teacher-reported usability, Compliance with state requirements, Other (please detail)
      • What evidence or artifacts do those stakeholders typically require to feel comfortable approving a new program? Options: Pilot data, Research citations, Vendor demos, Teacher testimonials, Budget impact analysis, Other

      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? Options: Local benchmark assessments, NWEA MAP, DIBELS/Acadience, State interim assessments, Vendor diagnostic, None/teacher judgment
      • How often do you run these diagnostics or progress-monitoring checks for students in intervention? Options: Weekly, Biweekly, Monthly, Quarterly, At benchmark windows only
      • When teachers look at group rosters, what frustrates them most about the mix of skills they're expected to teach? Options: Wide skill variance, Behavioral challenges, Insufficient materials, No clear pacing, Lack of time to differentiate, Other
      • 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)? Options: % proficient increase, Scale score points (state), NWEA RIT points, Percent of students meeting progress-monitoring goals, Other (please specify)
      • How frequently would you need to see progress signals to feel confident a program is working? Options: Weekly, Biweekly, Monthly, Quarterly
      • Which outcome measures are non-negotiable for you (select up to three)? Options: State assessment growth, Interim benchmark gains, Progress-monitoring fidelity, IEP/RTI goal attainment, Teacher adoption metrics, Student engagement metrics
      • 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? Options: Documented individual growth, Improved subgroup outcomes, Compliance paperwork completed, Cost-neutral staffing, Other

      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? Options: SIS rostering gaps, Assessment file mismatch, Slow data refresh, No single sign-on, Privacy/legal blockers, Other
      • Which systems must a vendor integrate with for you to consider a pilot (select all that apply)? Options: SIS (e.g., PowerSchool, Infinite Campus), LMS (e.g., Canvas, Schoology), Assessment platform, Google/Office rostering, Single Sign-On (SAML/SSO), None required
      • How quickly do you need student-level data to appear on teacher dashboards to be useful? Options: Real-time, Within the same school day, 24–48 hours, Weekly
      • 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? Options: Clear action steps, Automated rostering, Embedded lesson plans, Minimal clicks to student view, Ongoing coaching, Other

      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? Options: Quantifiable growth targets, Low lift for teachers, Budget-neutral model, Strong research/evidence, Clear data-sharing safeguards, Other
      • What is the ideal pilot size (number of schools/classrooms/students) that your leadership would approve? Options: Single school (1–3 classrooms), Multiple schools (4–10 classrooms), District-wide cohort, Grade-level pilot across buildings
      • What would have to be true about teacher training and ongoing support for you to call the pilot a fair test? Options: One initial training + coaching, Weekly coaching cycles, On-demand microlearning, Teacher stipends/incentives, None of the above
      • 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? Options: Student data cannot leave SIS, No vendor access to identifiable data, No pupil-level reporting allowed, Procurement cycle blocks new vendors, None of the above, Other (please explain)
      • 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? Options: 30 days, 60–90 days, By end of semester, By end of school year, Next fiscal year
      • 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?
    2. 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)? Options: Less than 15 minutes, 15–20 minutes, 21–30 minutes, 31–45 minutes, More than 45 minutes, We don’t have a consistent schedule
      • Which grades regularly receive district-coordinated intervention blocks? Options: K–2, 3–5, 6–8, 9–12, All grades, We vary by school
      • Typical intervention group size (students per adult) across sites? Options: 1:1, 2–4 students, 5–8 students, 9–12 students, More than 12, Varies widely by building
      • Who is usually responsible for scheduling and assigning students to intervention groups? Options: Title I coordinator, Curriculum director, Building principal, Special education/intervention specialist, Classroom teacher, Automated rostering tool, Other
      • 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? Options: Very confident, Somewhat confident, Neutral, Somewhat doubtful, Not confident at all
      • Which assessment tools do you use for screening and progress monitoring? (select all that apply) Options: State interim/benchmark, District-created tests, Progress monitoring probes (e.g., CBM), Adaptive diagnostics from vendors, DIBELS/Acadience, Curriculum-embedded checks, No consistent tool
      • How often are students formally progress-monitored for intervention placement and pacing? Options: Weekly, Biweekly, Monthly, Quarterly, Only at report card checkpoints, Irregular/no set cadence
      • Who typically administers these assessments and interprets the results at the classroom/school level? Options: Classroom teachers, Intervention specialists, School assessment coach, Building admin, Third-party vendor, Automated system reports, Other
      • 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? Options: Pull-out conflicts with specials/PE, Testing windows, Assemblies/field trips, Coverage for absent staff, Rotating schedules per grade, Other
      • How often do intervention sessions get shortened or canceled in an average week? Options: Almost every session, Often (2–3x/week), Sometimes (1x/week), Rarely, Never/consistent
      • Which of these typically interrupts intervention time at your sites? (select all that apply) Options: Substitute teacher coverage, Behavior incidents, Push-in from specials, Testing or benchmark schedules, Family meetings/IEP meetings, Technology failures, Other
      • 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? Options: Deflating/demoralizing, Frustrating but manageable, Creates urgency to find fixes, Apathy—we’ve normalized it, Other

      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? Options: Fully empowered, Mostly empowered with limits, Follow a set program with little flexibility, Unclear who decides
      • Which roles are primarily delivering interventions across your buildings? (select all that apply) Options: Intervention specialists, Classroom teachers, Special educators, Paraeducators/teaching assistants, Title I staff, Volunteers/External tutors, Vendor-led staff
      • How would you rate the existing training and coaching support for staff running interventions? Options: Robust and ongoing, Sufficient for day-to-day, Minimal but improving, Inadequate/one-off, None
      • What percentage of intervention staff feel confident translating assessment data into daily lesson decisions? Options: Nearly all (80–100%), Most (50–79%), Some (20–49%), Very few (<20%), We haven’t measured confidence
      • 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? Options: Highly consistent, Mostly consistent with a few variations, Mixed—some sites consistent, others not, Very inconsistent
      • Which areas show the biggest site-to-site variation? (select up to three) Options: Intervention minutes, Group composition/size, Assessment tools/cadence, Staffing qualifications, Use of curriculum/materials, Data use and follow-up, Family engagement
      • 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? Options: Yes — clear gains, Yes — mixed results, Tried but didn’t stick, No, not yet
      • How does variability make you feel about district-wide accountability for intervention outcomes? Options: Confident we can meet targets, Concerned but hopeful, Worried we’ll miss goals, Overwhelmed/unsure where to start

      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? Options: Yes—one clear report, Mostly—requires pulling a couple places, No—it’s fragmented across systems, We don’t have reliable progress reports
      • Which systems currently hold the most important student data for intervention? (select all that apply) Options: SIS (PowerSchool, Infinite Campus, etc.), LMS (Canvas, Schoology), Vendor assessment platform, Spreadsheets/Google Sheets, Local data warehouse, Paper records, Other
      • Do you have automated rostering and grade-level mapping into your intervention/assessment tools? Options: Yes—automatic and reliable, Partially—some manual steps, No—fully manual rostering, We don’t use rostering
      • How quickly does new assessment data become visible to teachers (near real-time, daily, weekly, monthly)? Options: Near real-time, Within 24 hours, 1–3 days, Weekly, Monthly or longer, Not available
      • 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? Options: Protect more intervention minutes, Improve assessment accuracy/cadence, Standardize intervention practice across sites, Increase teacher coaching and capacity, Improve data flows and dashboards, Secure dedicated funding/staffing
      • Which of these would you be willing to pilot this school year? (select all that apply) Options: Shorter, higher-frequency diagnostics, Standardized 20–30 min intervention block, Vendor-led teacher coaching, Automatic rostering and single sign-on, District-wide fidelity checks
      • What metrics would you accept as early evidence that a pilot is working (select up to three)? Options: Increased minutes delivered, Improved diagnostic placement accuracy, Faster progress monitoring gains, Higher teacher confidence/use, Reduced variability across sites, Positive teacher feedback
      • What constraints would most likely block a pilot moving forward? (select all that apply) Options: Funding, Union/contract issues, Staffing shortages, Technology/integration limits, Resistance from building leaders, Competing initiatives
      • 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? Options: Immediately (this month), Within 1–2 months, At semester break, Next school year, Unsure — need more internal discussion
  2. 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? Options: Title I coordinator, Curriculum director, Principal, Intervention specialist, District assessment lead, Other
    • Which grade band(s) should this outcome discovery focus on? Options: K–2, 3–5, 6–8, 9–12, Multiple bands, District-wide
    • Which primary metric do you currently use or will be held accountable to for this program? Options: State assessment proficiency %, Median growth percentile, Percent of students meeting benchmark, Grade-level equivalency gains, Progress-monitoring slope, Other
    • 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? Options: Superintendent, School board, Principals, Teachers, Title I / curriculum office, Parents/community, State/federal funders, Other

    Are These Targets Real—or Just Hope?

    • Given your existing interventions, how achievable do you think your stated targets are this year? Options: Clearly achievable with current supports, Potentially achievable with targeted changes, Unlikely without major changes, I don’t know / need data
    • 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? Options: Daily/ongoing, Weekly, Biweekly, Monthly, Rarely or not at all
    • Who currently owns the day‑to‑day decisions about adjusting intervention groups and content? Options: Building principals, Intervention specialists, Grade-level teams, Classroom teachers, District team, External provider
    • 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? Options: Diagnostic/placement time, Standards-aligned instruction, Teacher-led small group time, Independent practice, Progress-monitoring probes, Teacher coaching/feedback
    • What is the shortest intervention block you regularly run, and how many days per week does it meet? Options: 10–15 minutes, 16–25 minutes, 26–35 minutes, 36+ minutes, Varies by school
    • Are intervention minutes constrained by any non-negotiable rules (e.g., union agreements, state program minutes, Title I allocation)? Options: Union schedule/contract, State program rules, Title I program design, Building schedule constraints, No formal constraints, Other
    • 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? Options: Major reduction in likelihood, Somewhat reduces likelihood, Minimal impact, Unsure

    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? Options: Superintendent/Exec team, School board, Principals, Teachers, Parents/community, Union reps, State/federal funders
    • Which types of evidence carry the most weight in your decision—select up to three? Options: State assessment gains, Interim assessment growth, Randomized/controlled evaluation, Teacher qualitative feedback, Student engagement data, Third-party validation, Cost/ROI analysis
    • How important is teacher-facing usability (dashboards, actionable tasks) compared with external proof points? Options: Critical — teachers must adopt, Very important but secondary to outcomes, Nice-to-have, Not important
    • 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? Options: Fully aligned and mapped, Partially aligned, Poorly aligned, Not aligned or unclear
    • Which standards sets are primary for evaluation in your district? Options: State standards (name), Common Core (CCSS), State-adopted variant, District-created standards, Multiple sets
    • How do you currently map intervention skills to standards and report that mapping? Options: Manual teacher mapping, Vendor-provided mapping, SIS/LMS integration, Not mapped, Other
    • Approximately what percent of your intervention lessons are explicitly tied to standards-aligned skill targets? Options: 0–25%, 26–50%, 51–75%, 76–100%, Unsure
    • 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? Options: Weekly (fast decisions), Biweekly, Monthly, Quarterly, Depends on the metric
    • Which interim assessments or diagnostics do you trust to indicate short-term progress? Options: DIBELS/Acadience, MAP Growth, i‑Ready, AIMSweb, Vendor diagnostic, Locally developed probes, Other
    • How sensitive must a diagnostic be to detect meaningful progress in a typical 6–8 week pilot? Options: Detect small effect sizes reliably, Detect moderate changes, Need only large, obvious gains, Unsure
    • What reporting cadence fits your teacher bandwidth for reviewing and acting on data? Options: Daily briefs, Weekly summaries, Biweekly meetings, Monthly reports, Quarterly reviews
    • When would you expect to see an 'early win' that eases concerns—how many weeks into implementation? Options: 2 weeks, 4 weeks, 6–8 weeks, At end of semester, Other

    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 Options: Maximum minutes per student, No roster/SIS integration, Insufficient teacher training, Vendor access to student-level data, Unacceptable privacy/FERPA terms, Budget threshold, Other
    • Which data privacy or security concerns must be explicitly addressed in any contract? Options: Data residency, Vendor access controls, Third-party sharing limits, PII handling procedures, Breach notification timelines, Other
    • 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)? Options: Certified teacher leads, Paraeducator with teacher oversight, Pull-out by intervention specialist, Push-in model with classroom teacher, Other

    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) Options: ≥ X% students show 1+ grade-level equivalent growth, Average growth percentile increase ≥ Y, Reduction in students below proficiency by Z%, Teacher adoption/usage ≥ % threshold, Positive teacher survey results (mean score threshold), Other
    • Who must sign off on pilot success and what specific artifacts do they require (e.g., raw data, teacher logs, third-party analysis)? Options: Superintendent, Director of Curriculum, Title I coordinator, School principals, External evaluator, School board
    • Which evaluation activities are you prepared to run during a pilot (pick all that apply)? Options: Pre/post assessment comparison, Comparison group or quasi-experimental design, Teacher surveys, Classroom observations, Usage analytics review, Parent feedback
    • 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? Options: Weekly data check-ins, Biweekly progress meetings, Mid-pilot formal review, End-of-pilot presentation, Rolling dashboard access

    Feeling the Stakes: Emotions, Pressure, and Political Realities

    • How much political or funding pressure are you under to demonstrate quick wins this school year? Options: Extreme — urgent, High — near-term, Moderate, Low, None
    • How does that pressure influence which risks you’re willing to take?
    • Which audiences are you most afraid of disappointing if outcomes fall short? Options: State/federal funders, School board, Teachers, Principals, Parents/community, Students
    • What emotions do you most commonly feel when planning interventions for students far below grade level? Options: Hopeful, Skeptical, Overwhelmed, Determined, Frustrated, Cautious
    • If we could take one administrative or political headache off your plate to help the program succeed, what would it be?
  3. 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
  4. 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? Options: Yes, No
    • Which grade bands should adaptive reading lessons cover? Options: K-1, 2-3, 4-5, 6-8, 9-12, All applicable grades
    • What is your desired lesson length for adaptive reading sessions (minutes)? Options: 10-15, 16-20, 21-30, 30+
    • How frequently should the system re-assess reading placement to adjust lesson sequences? Options: Weekly, Bi-weekly, Monthly, Quarterly, Only at baseline and end
    • 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. Options: Yes, No
    • 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? Options: Yes, No
    • Which grade bands should adaptive math lessons cover? Options: K-1, 2-3, 4-5, 6-8, 9-12, All applicable grades
    • Preferred lesson duration for math intervention blocks (minutes)? Options: 10-15, 16-20, 21-30, 30+
    • How often should math lesson sequences adapt based on student performance? Options: After each activity, Daily, Weekly, After scheduled diagnostics
    • 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? Options: Yes, No

    Small-group intervention playlists

    • Will teachers use small-group playlists for pull-out or in-class intervention? Options: Pull-out groups, In-class small groups, Both
    • What is your typical small-group size for interventions? Options: 1-2 students, 3-5 students, 6-8 students
    • Should playlists be automatically generated from diagnostic results or manually curated by teachers? Options: Auto-generated, Teacher-curated, Hybrid (auto + teacher edit)
    • 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? Options: Yes, No
    • Should teachers be able to edit or lock activities within a playlist? If yes, describe required permissions or guardrails. Options: Yes, No

    Decodable text fluency modules

    • Do you want decodable text fluency modules in scope? Options: Yes, No
    • Which grade ranges should decodable texts support? Options: K, 1, 2, 3, 4+
    • Do you require decodable texts aligned to specific phonics scope-and-sequence? Options: Yes, No
    • What fluency measures are required for progress monitoring (e.g., WPM, accuracy, prosody)? Options: Words per minute (WPM), Accuracy (%), Prosody/teacher rating, Other
    • Do you need audio modeling, timed readings, or repeated readings features included? Options: Audio modeling, Timed readings, Repeated readings, All of the above
    • 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? Options: Yes, No
    • 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)? Options: Daily, 3-4x per week, Weekly, Other
    • Do you require automatic progress checkpoints tied to phonics drills for data tracking? Options: Yes, No
    • Should drills include multi-sensory supports (audio, visuals, drag-and-drop)? Options: Yes, No
    • 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? Options: Yes, No
    • Which grade bands or courses require worked examples (elementary, middle, high school)? Options: Elementary (K-5), Middle (6-8), High School (9-12)
    • What types of scaffolds are preferred (step-by-step hints, guided questions, partial solution templates)? Options: Step-by-step hints, Guided questions, Partial templates, Video walkthroughs
    • Should worked examples be linked to formative tasks with automatic feedback for students? Options: Yes, No
    • Do teachers need the ability to annotate or customize worked examples for classroom use? Options: Yes, No
    • 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? Options: Yes, No
    • Which manipulatives are highest priority? Options: Base-ten blocks, Number lines, Fraction bars, Geometric shapes, Algebra tiles, Other
    • What devices will students use to access manipulatives (Chromebooks, iPads, Windows laptops)? Options: Chromebook, iPad, Windows laptop, Mixed
    • Do you require teacher-facing controls to preset manipulative configurations for lessons? Options: Yes, No
    • Should manipulative interactions report student actions (e.g., steps taken, time spent) back to dashboards? Options: Yes, No
    • 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? Options: Yes, No
    • Which computation skills should timed practice target (basic facts, multi-digit operations, fractions)?
    • Preferred timing templates for fluency checks (e.g., 60s, 90s, custom)? Options: 30s, 60s, 90s, Custom
    • Should fluency practice include adaptive difficulty within the timed window? Options: Yes, No
    • Do you require leaderboard or gamified elements to motivate students during timed practice? Options: Yes, No
    • 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? Options: Yes, No
    • Which triggers should prompt a scaffold or reteach (e.g., 60% incorrect on a skill, two incorrect attempts)? Options: Single incorrect attempt, Two incorrect attempts, Performance below threshold (specify)
    • What types of scaffolds are acceptable (hints, simplified prompts, short micro-lessons, video explanation)? Options: Hints, Simplified prompts, Micro-lessons, Video explanations
    • Should teachers be able to override automated reteach and assign alternate content? Options: Yes, No
    • Do you require tracking of scaffold usage and student response to reteach in teacher reports? Options: Yes, No
    • Are there constraints on when reteach can be presented (during intervention only, homework, both)? Options: During intervention only, Homework/after school, Both

    Teacher mastery dashboard by student and standard

    • Do you want teacher mastery dashboards by student and standard in scope? Options: Yes, No
    • Which user roles should have dashboard access (teachers, interventionists, principals, curriculum directors)? Options: Teachers, Interventionists, Principals, Curriculum Directors, Admins
    • Which primary metrics must appear on the dashboard (mastery %, recent growth, time-on-task, diagnostic placement)? Options: Mastery %, Recent growth, Time-on-task, Diagnostic placement, Standards gap analysis
    • How frequently should dashboard data refresh (real-time, nightly, weekly)? Options: Real-time, Nightly, Weekly
    • Do you need export or printing capabilities for teacher-facing reports (CSV, PDF)? Options: CSV, PDF, Both, No export needed
    • Are there district-specific thresholds or color-coding conventions for mastery that dashboards must follow?
  5. 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
  6. Deployment

    Operationalize rollout with readiness checks, enablement, and outcome validation.

    1. 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? Options: Single school, Small group of schools (2–5), Multiple schools (6–20), District-wide
      • Roughly how many students and teachers will be in the pilot cohort? Options: < 50 students, 50–150 students, 151–500 students, 500+ students
      • What are the top 1–2 outcomes you need this pilot to prove for your stakeholders? Options: Diagnostic accuracy, Measurable growth within pilot, Teacher usability and adoption, Compliance with data policies, Scaling plan & budget approval, Other
      • 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? Options: Very confident, Somewhat confident, Uncertain, Not confident at all

      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? Options: Infinite Campus, PowerSchool, Skyward, Clever, ClassLink, Local SIS/Custom, No SIS / manual rostering
      • How do student identifiers map across systems (e.g., state ID, local ID, email)? Options: State ID primary, Local student ID primary, Email/username primary, Mixed / inconsistent
      • How often is roster data refreshed at the district/school level? Options: Daily, Weekly, Monthly, Ad-hoc/manual updates
      • 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)? Options: SIS admin account, Sample roster CSV, API credentials, Read-only export access, No access currently available

      When Data Goes Silent, Who Feels It?

      • If data feeds stop updating, what is the first thing that will break operationally? Options: Teacher dashboards, Progress monitoring, Billing/accounting, Compliance reporting, Other
      • Which data feeds do you currently prioritize for intervention programs (attendance, assessments, behavior, demographics)? Options: Assessment scores, Attendance, Enrollment/demographics, IEP/504 flags, Behavioral incidents, Other
      • 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? Options: Never, A few hours, A few days, More than a week
      • 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? Options: CSV export within 48 hours, SIS API access within 1 week, Manual export with >1 week lead, Not possible

      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? Options: Very comfortable, Somewhat comfortable, Limited experience, Resistant/needs heavy support
      • Do teachers have consistent device access and schedules during intervention minutes? Options: Yes—devices and schedule are reliable, Devices available but schedules vary, Devices are limited, No devices available during intervention
      • 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)? Options: On-site workshop, Virtual live session, Self-paced micro-modules, In-class coaching, Blended approach
      • 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? Options: Rosters finalized, Teacher training completed, Student accounts provisioned, Device checks completed, Parent communications sent
      • How long does setup typically take in your environment once technical access is granted? Options: < 48 hours, 3–7 business days, 1–2 weeks, More than 2 weeks
      • 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). Options: Fixed 20–30 minute block, Flexible within school day, Pull-out groups, Push-in groups, Other
      • What contingency plans do you want in place if initial diagnostic sessions take longer than expected? Options: Extended diagnostic window, Staggered start by class, Additional proctors/support staff, Cancel and reschedule
      • 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)? Options: Legal review, IT security review, Privacy officer sign-off, Procurement approval, School board notification
      • Do you already have a standard DPA or other legal template we should complete? Options: Yes—standard DPA available, We require vendor’s DPA, We negotiate each time, Not sure / need to check
      • Are there specific state or local data residency or hosting restrictions we should know about? Options: Yes—state hosting required, Yes—local restrictions, No special restrictions, Unsure
      • 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? Options: Vendor template preferred, We will use district language, Combination / edit vendor template

      If Everything Goes Right, What Does ‘Deployment-Ready’ Look Like?

      • What measurable signals would make you say the pilot is successful at its midpoint? Options: Teacher login rate > X%, Diagnostic completion rate > X%, Evidence of initial student growth, Positive teacher feedback, Data integrity confirmed
      • How will you measure student progress during the pilot (benchmarks, growth %, progress-monitoring cadence)? Options: Weekly progress checks, Bi-weekly, Monthly, Pre/post diagnostic only
      • What acceptance criteria must be met to move from pilot to expanded rollout (choose all that apply)? Options: Pedagogical effectiveness, Technical stability, Teacher adoption thresholds, Budget approval, Integration reliability
      • 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)? Options: Dedicated CSM + weekly check-ins, Support within 24 hours, Support within 48–72 hours, On-call support only
      • Is there an explicit budget or funding window we need to demonstrate results within to secure scaling funds? Options: Yes—specific funding window, Budget contingent on board vote, Flexible / not fixed, Unsure

      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)? Options: Daily brief standup, Twice-weekly, Weekly, Bi-weekly, Ad-hoc as issues arise
      • 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? Options: Yes—external partners, No external partners required, Unsure—need to confirm
      • What is your preferred way for the vendor to document and share responsibilities (RACI, shared task tracker, weekly notes)? Options: RACI matrix, Shared task tracker, Weekly status notes, Project plan in PM tool

      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)? Options: Funding, Technical access/integrations, Staffing/teacher bandwidth, Legal/privacy approvals, Scheduling conflicts
      • Are there known device or connectivity equity issues at any pilot sites we should proactively plan around? Options: No issues, Minor issues at some sites, Significant issues at several sites, Unsure—need assessment
      • 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)? Options: Single recommended mitigation, Multiple options with trade-offs, High-level alert then workshop
      • What additional information or artifacts would help you greenlight the pilot today (sample roster, technical diagram, parent letter, training agenda)? Options: Sample roster, Technical integration diagram, Parent communication template, Teacher training agenda, Data privacy summary

      Next Steps and Rapid Commitments

      • Which of these pilot start windows would you prefer? Options: Within 2 weeks, 2–4 weeks, 1–2 months, Flexible / TBD
      • Pick your preferred teacher training format and timing for rollout preparation. Options: Single full-day on-site, Two half-day virtual sessions, Self-paced micro-modules + live Q&A, In-class coaching waves
      • Are you able to provide a secure sample roster and a point-of-contact for SIS access within the chosen start window? Options: Yes—within 48 hours, Yes—within 1 week, Yes—within 2+ weeks, No / need alternative plan
      • 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)? Options: Yes—technical kickoff, Yes—teacher workshop scheduling, Yes—DPA/legal exchange, Need internal approval first
    2. Deployment Enablement

      Sequence tasks, assign owners, run teacher enablement, and execute the pilot with clear checkpoints and communication plans.

    3. 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? Options: Title I Coordinator, Curriculum Director, Intervention Specialist, Building Principal, District Assessment Lead, Other
      • Which grades and subject areas will this intervention cover? Options: K–2 Reading, 3–5 Reading, 6–8 Reading, K–5 Mathematics, 6–8 Mathematics, Other
      • How many students roughly will be in scope for initial rollout? Options: <100, 100–250, 251–500, 501–1,000, >1,000
      • 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? Options: Schedules and minutes, Staffing and coaching, Curriculum/program selection, Assessment use, Data interpretation, All of the above
      • 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? Options: Almost always, Often, Sometimes, Rarely, Never
      • Which of these factors most commonly drives that variability? Options: Teacher comfort/confidence, Scheduling conflicts, Lack of coaching, Materials misalignment, Student behavior, Other
      • If you had to estimate, what percent of intervention groups are following an evidence-based progression consistently? Options: 0–10%, 11–30%, 31–50%, 51–75%, 76–100%
      • How does that inconsistency make you feel about your ability to meet district goals? Options: Very concerned, Somewhat concerned, Neutral, Confident

      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? Options: Fully reliant, Mostly reliant, Partly reliant, Not reliant
      • What specific performance targets are you accountable for (state assessment, growth percentile, proficiency gaps)? Options: State assessment proficiency, Growth percentiles, Progress-monitoring targets, Chronic absenteeism, Other
      • 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? Options: Loss of funding, Program reductions, Increased state oversight, Reputational damage, Other
      • How long have these accountability pressures been shaping your priorities? Options: This year, 1–2 years, 3–5 years, 5+ years
      • Which feelings dominate when you think about reporting results (stress, urgency, cautious optimism, resignation)? Options: Stress, Urgency, Cautious optimism, Resignation, Motivation

      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? Options: Very confident, Somewhat confident, Not confident, We don’t really have a placement process
      • Which diagnostic or screening tools do you currently use to place students? Options: Vendor adaptive diagnostic, Locally developed screener, State interim, Benchmark assessments, Teacher judgment only, Other
      • 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? Options: Weekly, Bi-weekly, Monthly, Quarterly, Only at benchmarks
      • What percent of students typically show a meaningful mismatch between diagnostic level and classroom performance within the first 2 weeks? Options: <5%, 5–10%, 11–20%, 21–35%, >35%
      • 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? Options: Accurate diagnostics, Adaptive lessons, Small-group instruction, Progress-monitoring, Standards-aligned content, Teacher-facing action steps
      • How many minutes of focused intervention do you consider realistic per student each day? Options: 10–15, 16–20, 21–30, 30+
      • What would a teacher need to see on a dashboard mid-week to truly act with confidence? Options: Skill-level heatmap, Suggested small-groupings, Lesson-by-lesson mastery, Intervention fidelity flags, Student engagement indicators
      • 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? Options: Pre/post growth on diagnostics, Progress-monitoring meeting targets, Teacher adoption/fidelity, Improved subgroup outcomes, Positive teacher feedback
      • What size pilot would give you statistical and political confidence (number of students or schools)? Options: Single school cohort, 3–5 schools, District-wide subset (25% of schools), Grade-band pilot across district, Other
      • 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? Options: 4–6 weeks, 8–12 weeks, One semester, Full academic year
      • What data-sharing or privacy requirements would block a pilot unless addressed up front? Options: FERPA-compliant agreements, SIS data tokens only, No student-level exports, Third-party review required, Other
      • 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? Options: Immediately, Next 30 days, 30–60 days, This semester, Next fiscal year
      • Where does budget approval sit in your timeline and who controls it? Options: Site-level budget, District central office, Grants/Title I, Multiple sources
      • Which integrations are mandatory before you can pilot (SIS, rostering, LMS, assessment systems)? Options: SIS rostering, Single Sign-On, State assessment upload, LMS gradebook, None
      • What professional development or coaching cadence would make teachers comfortable adopting a new system? Options: One-time training, Weekly coaching for 6 weeks, Monthly coaching, On-demand resources + check-ins
      • What governance or communication channels do you prefer for joint project updates? Options: Weekly project calls, Bi-weekly executive updates, Shared project workspace, Email summaries only
      • If we were to take one measurable action together this week, what would make the biggest difference?
  7. 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
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