Assessment & Analytics
Technology and operations decisions where district leadership, IT, and stakeholders must align.
Inside this journey
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Customer Discovery
Align on desired student-outcome signals, current assessment cadence, data gaps, stakeholders, and success criteria for early intervention.
Discovery Questions
Start with Who You Are — Quick Context
- Which role best describes you right now?
- Which grades and student populations are you most focused on improving this year?
- How many students and schools are in your district (approx.)?
- What state or states do you operate in (list or type N/A)?
- Who else on your team typically influences assessment or adoption decisions? (list titles)
- What would you most like us to understand about your district before we go deeper?
Are You Comfortable Waiting Until Summer for Answers?
- If your state test is the only definitive measure you have, what part of instruction is being left to chance?
- Right now, which of these best describes your primary interim assessment approach?
- How long after administration does assessment data typically reach teachers?
- Tell us about a recent moment when late or missing data cost a student an intervention opportunity—what happened?
- How much confidence do you have that current assessments actually identify which standards individual students have not mastered?
- Which assessment outcomes do leaders most ask you for after each administration?
Where Students Slip Through the Cracks — Tell Us the Stories
- When gaps appear in your data, whose students are most often missing timely support?
- How visible are intervention histories, accommodations, and demographics when you view assessment results today?
- Can you share an example of an equity gap that surprised you when it finally surfaced? What did you wish you had known earlier?
- Which student groups do you need to disaggregate by as a non-negotiable for decision-making?
- How often do equity-disaggregated reports inform resource allocation (interventions, coaching, materials) in your district?
- What emotional reactions do you see from teachers or families when gaps finally appear in year-end results?
If You Could See Tomorrow, What Would You Fix?
- Imagine having clear, next-day signals on who’s falling behind—what would you do differently this week?
- Which of these signals would most change classroom practice for you?
- What measurable success criteria would make you feel confident to scale a new interim assessment approach?
- What threshold or trigger would you need to see to start an intervention (e.g., percent wrong on a standard, consecutive low scores)?
- Who in the building or district would need to feel the impact first for you to commit (e.g., teachers, principals, curriculum team)?
Assumptions That Could Be Costing You Months of Impact
- What current assumption about assessments keeps you from changing your approach (for example, 'teachers won't use it' or 'we can't integrate data')?
- How do teachers currently perceive district assessments—compliance, helpful, mixed, or something else?
- Where do teachers tend to get stuck when using assessment data? And how long has that held back instructional change?
- Which of these obstacles have you already tried to solve (select all that apply)?
- How quickly do you realistically expect teachers to change practice after receiving better analytics?
- Which internal decisions or approvals usually slow adoption the most (budget, procurement, union, IT, PD)?
What Would Make Teachers Use Data Before It’s Too Late?
- If teacher dashboards were actually used every day, how would instruction look different in your schools?
- Which teacher-facing features matter most to you for daily use?
- What format of professional learning has shown the best behavior change in your district (coaching, whole-staff training, microlearning, PLCs)?
- Describe a moment when teachers changed instruction because of data. What enabled that shift?
- What ongoing supports would make teachers more likely to keep using assessment-driven guidance (choose top 2)?
- How would you know teacher adoption was healthy—what signals would you watch?
Data + Systems — Is Everything Actually Connected?
- If your data systems were a single pane of glass, what questions could you answer in 5 minutes that you currently cannot?
- Which integrations are essential for any assessment platform you consider?
- Do you have any existing data-sharing or security constraints we should know about (e.g., vendor approvals, FERPA addenda)?
- Can you provide sample data or a test roster during a pilot? If not, what would block that?
- Which student-level fields must travel with assessment results for your use cases?
- How do you prefer to validate integrations—sandbox, pilot with real classrooms, or technical self-test?
Deciding Together — What Would Make This a 'Yes'?
- What would you view as non-negotiable success criteria for a pilot to be considered successful?
- Who needs to be at the table to sign off on a pilot outcome (roles and decision authority)?
- What pilot length feels realistic to demonstrate impact without overcommitting (weeks/months)?
- What data-sharing responsibilities would your district need from us during a pilot?
- How will you decide go/no-go—what evidence or dashboard will you review?
- If the pilot met acceptance criteria, what would a reasonable timeline for district-wide rollout look like?
Practical Next Steps — What Would You Like Us to Do First?
- Which of these do you want from us next to move forward?
- If we delivered a 4–8 week pilot proposal today, what constraints would you need us to address to make it viable?
- Who should we include on the kickoff meeting from your side (names/titles and their decision role)?
- What concerns would you want addressed in a short pilot agreement (e.g., data privacy, teacher time, cancellation terms)?
- Finally, what would make you feel confident to put a small pilot on the calendar today?
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Solution Experience
Use district scenarios to validate how interim assessments, item-level analytics, and disaggregated reports will reveal struggling students and enable next-day instruction.
Experience Meetings
- Solution Experience Kickoff — Current State, Consequence & Future State
- Scenario Build & Data Mapping
- Live Scenario Walkthrough — Detection to Next-Day Instruction (Proof)
- Equity Disaggregation & Reporting Validation
- Teacher Workflow Pilot Planning & Go/No-Go Criteria
- Define clear acceptance criteria for equity reporting and export workflows.
- One-sentence Recap of Preconditions
- Prove the platform delivers actionable item-level analytics within the agreed turnaround time.
- Validate that each analytic output directly addresses a named problem from the current state.
- Obtain explicit customer confirmation that outputs enable next-day instructional actions.
- Identify and document any configuration changes required before pilot.
- Seller to produce a short 'proof packet' showing screenshots/exports from each scenario and the mapping to customer problems.
- Customer to respond with validation answers and any additional acceptance criteria within 3 business days.
- Seller to implement agreed adjustments to thresholds or report layouts in the sandbox.
- Restate Equity Questions to Answer
- Prove that disaggregated views reveal subgroup gaps within the tested scenarios.
- Confirm that report formats are usable by teachers and leaders for prioritizing interventions.
- Introductions & Objectives
- Seller to deliver sample exported reports (PDF/CSV) for each agreed subgroup and scenario.
- Customer to identify a short list of interventions that would be triggered by each report type.
- Seller to configure automated report schedules and share technical steps for export/ETL if required.
- Review Lessons from Walkthroughs
- Finalize a pilot plan that operationalizes next-day instruction using the platform.
- Obtain commitments on teacher training, pilot dates, and monitoring cadence.
- Define measurable go/no-go criteria for pilot acceptance and wider rollout.
- Customer to confirm pilot teacher roster and schedule and to distribute pre-work to pilot teachers.
- Seller to prepare teacher-facing quick-start, create pilot assessments in the sandbox, and schedule training sessions.
- Both parties to agree on a monitoring dashboard and cadence for daily/weekly check-ins during the pilot.
- Achieve a single, agreed one-sentence current state that all participants recognize.
- Surface explicit consequences of the current state in operational terms.
- Define a one-sentence future state (outcome-focused) that the experience must prove.
- Agree on scenarios, data deliverables, and attendees for the hands-on sessions.
- Customer to deliver representative roster, one interim export, and one-paragraph current-state by X date.
- Seller to prepare facilitator one-sentence restatement and a consequences summary slide.
- Schedule the Scenario Build & Live Walkthrough sessions and confirm attendee list.
- Review Selected District Scenarios
- Ensure each scenario is expressed in platform-ready data and covers realistic cohorts.
- Verify standards alignment for items used in the scenarios.
- Agree on analytic thresholds and 'struggling' definitions that will be proven in walkthroughs.
- Capture teacher workflow constraints to validate feasibility of next-day instruction adjustments.
- Customer to correct or supply missing data fields identified in mapping.
- Seller to load cleaned data into a sandbox and create scenario-specific assessments and item-tagging.
- Both parties to finalize the two to three scenarios to be used in the Live Scenario Walkthrough meeting.
- Run Scenario A: Admin -> Score -> Analytics (Proof)
- Define Pilot Classroom/School Roster & Timeline
- One-sentence Current State
- Live Generation of Disaggregated Reports
- Data Mapping Walkthrough
- Teacher-Facing Materials & Training Plan
- Consequence: Operational & Instructional Impact
- Tie Outputs Back to Problems
- Standards & Item Alignment Check
- Interpretation Workshop — From Report to Instruction
- Force Validation: Confirm with Attendees
- Define Detection Rules & Analytics Thresholds
- One-sentence Future State
- Success Metrics & Data Collection Plan
- Export, Automation & Turnaround Check
- Run Scenario B (Different Cohort/Subgroup)
- Confirm Teacher Workflow Friction Points
- Confirm Scenarios, Data & Roles for Workshop
- Roles, Responsibilities & Go/No-Go Criteria
- Agree Acceptance Criteria for Equity Reporting
- Pre-work Review & Logistics for Next Meetings
- Capture Required Adjustments & Acceptance Gaps
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Solution Scope
Define scope: standards alignment validation, assessment cadence, item banks, delivery modes, analytics configuration, integrations, training, and acceptance criteria.
Scope Configuration
- Provision Platform Licenses and User Accounts
- Configure Role-Based Permissions and Access
- Integrate Student Information System (SIS) Rostering
- Enable Single Sign-On (SSO) Authentication
- Import Item Bank and Apply Standards Tagging
- Activate Online Delivery Engine
- Deploy Paper Scanning and OMR Processing
- Enable Automated Scoring for Constructed Responses
- Deploy Teacher Dashboards with Item-Level Views
- Activate Standards Mastery and Growth Reporting
- Enable Equity-Disaggregated Reporting Filters
- Configure Data Exports and LMS/API Integrations
- Deliver On-Platform Teacher Training Sessions
Scope Questions
Provision Platform Licenses and User Accounts
- How many total user accounts will you need provisioned for the initial rollout?
- Which user types need licenses? (select all that apply)
- Do you require seat-based licenses, district/site licenses, or a hybrid model?
- What is your desired license activation date or window?
- Will you need bulk account provisioning from a roster file or SIS feed, or manual provisioning?
- Are there procurement or PO requirements (e.g., PO number, purchase order timeline) that affect provisioning?
Configure Role-Based Permissions and Access
- Do you require custom roles beyond standard templates (e.g., differentiated observer, test proctor)?
- How many distinct permission roles do you expect to implement initially?
- Which data types should be restricted to specific roles (select all that apply)?
- Do you need time-limited or pilot-specific role assignments (e.g., pilot teachers vs. full rollout)?
- Should role mappings align to existing SIS groups or be managed independently?
- Do you require audit logging of role changes and data access for compliance?
Integrate Student Information System (SIS) Rostering
- Which SIS vendor(s) or rostering format(s) do you use?
- What is your preferred rostering cadence for syncs (frequency)?
- Which student and class fields must be synchronized (e.g., demographics, IEP/504 flags, program codes)?
- Do you have special rostering needs (e.g., cross-campus teachers, shared classes, summer programs)?
- Will rostering be handled via vendor-guided setup or does your IT team prefer to configure the integration?
- If SIS integration is not possible for some users, do you need manual/CSV upload fallback workflows?
Enable Single Sign-On (SSO) Authentication
- Which SSO method(s) do you plan to use?
- Do all user groups require SSO from day one or will SSO be phased?
- Do you require automated user provisioning/deprovisioning via SCIM or group sync?
- Will multi-factor authentication (MFA) or conditional access policies be enforced via your IdP?
- Do you require a test/staging SSO environment before production enablement?
- Are there certificate exchange or security contact requirements we should schedule now?
Import Item Bank and Apply Standards Tagging
- What is the estimated size and format of your item bank for import (number of items and file types)?
- Which standards shall items be tagged to (select all that apply)?
- Are items fully tagged today, partially tagged, or untagged?
- Do you require vendor assistance mapping items to standards or should we ingest your existing tagging?
- Do items include multimedia, stimulus sets, or technology-enhanced item types that need special mapping?
- Do you need a review workflow for item quality assurance and psychometric flags as part of import?
Activate Online Delivery Engine
- Which delivery modes do you plan to use for online administration?
- Do you require a secure lockdown browser or proctoring features?
- What is your expected concurrent test-taker peak during administration?
- Do you need accommodations supported online (text-to-speech, enlarged font, translated interfaces)?
- Is offline or low-bandwidth delivery required for some sites?
- Are there browser or device restrictions we should enforce (list required/unsupported platforms)?
Deploy Paper Scanning and OMR Processing
- Do you plan to administer paper-based forms in the pilot or rollout?
- What is the estimated monthly volume of pages/OMR sheets to be processed?
- Do you have onsite scanning hardware or prefer a vendor-managed scanning service?
- Are barcode or unique form ID requirements already in place on your forms?
- What is the acceptable turnaround time from receipt of paper to item-level analytics?
- Do you need double-key scoring or manual verification for any scanned responses?
Enable Automated Scoring for Constructed Responses
- Which constructed-response item types do you want auto-scored (e.g., short answer, extended response, rubric-based tasks)?
- Do you already have rubrics and training sets of scored responses to train/validate automated scoring models?
- What is your acceptable confidence/accuracy threshold for automated scoring before human review is reduced?
- Do you require support for multiple languages or bilingual scoring models?
- Do you want an initial human calibration period where vendor and district scorers align?
- Are there security/compliance constraints around storing student responses for model training?
Deploy Teacher Dashboards with Item-Level Views
- Which user groups should have access to teacher dashboards (select all that apply)?
- What data aggregation levels do you need visible on dashboards?
- How frequently should dashboard data refresh (real-time, nightly, weekly)?
- Which item-level views are required (e.g., item response, standard alignment, distractor analysis)?
- Do teachers need exportable reports (CSV/PDF) or integration into gradebooks/LMS from dashboards?
- Do you require role-based visibility controls on which teachers can view disaggregated or sensitive subgroup data?
Activate Standards Mastery and Growth Reporting
- How do you define mastery for standards (percent correct threshold, scale score, proficiency level)?
- Which growth model do you want to use or evaluate (e.g., value-added, student growth percentiles, raw change)?
- What baseline and comparison periods should reports use (e.g., start-of-year, previous year)?
- Do you need cohort definitions applied (e.g., feeder patterns, intervention groups)?
- What reporting cadence is required (immediate after admin, weekly summaries, monthly analytics)?
- Are visualizations or downloadable scorecards required for principals and district leaders?
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Mutual Commit
Agree commercial terms, pilot parameters, data-sharing responsibilities, timelines, and measurable acceptance criteria for go/no-go decisions.
Agreement Modules
- Non-Disclosure Agreement (NDA)
- Master Services Agreement (MSA)
- Statement of Work (SOW)
- Commercial Terms & Pricing
- Pilot Agreement & Go/No-Go Criteria
- Data Sharing & Student Privacy Agreement (FERPA/DPA)
- Integration & API Access Agreement
- Implementation Timeline & Milestones
- Roles & Responsibilities Matrix
- Acceptance & Validation Checklist
- Training & Support Agreement
- Service Level Agreement (SLA)
- Security Assessment & Compliance Attestation
- Change Order & Scope Management
- Termination & Renewal Terms
- Data Return & Deletion Procedure
- Execution & Signature Record
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Deployment
Operationalize rollout with readiness checks, enablement, and outcome validation.
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Pre-Deployment Readiness
Confirm technical and operational prerequisites: SIS/LMS integration, rostering, SSO, security review, and sample data availability.
Readiness Questions
Start Small: Your Current Assessment Snapshot
- Which of these best describes your current district-wide assessment practice?
- How often do you run district-level assessments that are intended to inform instruction (select one)?
- Which grades and subjects are your highest priority for earlier signals of risk?
- Who currently owns the operational process for administering and reviewing interim assessment results?
- Tell us about one recent time assessment data changed what happened in a classroom — what happened and why it mattered?
Are We Waiting Until It’s Too Late?
- If your next state test is the only signal you get about who’s behind, what are the real costs for students and teachers in your district?
- How long, on average, does it take from giving an assessment to teachers having something they can act on?
- Which student groups in your district most often surface as 'surprises' only after state score release?
- When data arrives late, how does it affect leadership decisions and teacher morale?
- What have you already tried to speed insight-to-action, and why did those efforts not deliver at scale?
Who’s Really in the Room When Decisions Are Made?
- Who has the decisive vote on curriculum/assessment changes in your district — and what assumptions do they typically bring?
- Which stakeholder groups must be onboard for a successful interim assessment program?
- How would you describe teachers’ current attitude toward assessments—do they see them as useful, compliance, or something else?
- Who do you expect will be the day-to-day champion for adoption at the school level?
- Share an example when stakeholder misalignment blocked an instructional initiative—what was the break-point?
Where Does Your Data Drop Off?
- If you can’t reliably join assessment results to student demographics and intervention history, how confident are your equity-focused decisions?
- Which SIS/LMS systems and third-party tools currently hold the data you need to connect (select all that apply)?
- How are rosters, grades, and demographic fields synced today?
- Do you have SSO and roster-sync established district-wide?
- What practical obstacles have you encountered when trying to get item-level data into teacher workflows?
What Would Seeing Tomorrow’s Students Change Today?
- If teachers could reliably see which students will struggle next month, what three instructional changes would you most want to enable?
- Which student-outcome signals matter most for your intervention decisions?
- How important is seeing item-level evidence (the specific items students missed) compared with an overall proficiency indicator?
- What is your acceptable maximum turnaround time from test completion to teacher-ready, actionable insight?
- How would you know instruction actually changed because of those insights—what evidence would you expect to see?
Will Teachers Actually Use This on Monday?
- If we dropped a ready-to-use teacher dashboard into your schools tomorrow, would it be embraced, tolerated, or ignored—and why?
- Which barriers most prevent teacher use of assessment analytics in your district?
- What training and support model tends to work best for teacher practice change here?
- How would teachers prefer intervention suggestions to be presented?
- Describe a teacher-facing data view that actually changed instruction in your district—what features made it actionable?
How Will You Know We’ve Succeeded?
- What would you need to see at pilot end to confidently say 'go'—and what did you say 'no' about the last time a pilot failed?
- Which success metrics should we track for the pilot (choose all that matter)?
- What numerical or percentage thresholds would you set for the top 2–3 metrics?
- Who is the ultimate decision-maker for pilot approval and district-wide rollout?
- What timeline do you expect between pilot completion and a go/no-go decision?
What Could Derail This Before It Starts?
- If this effort stalls inside 90 days, what are the most likely causes from your experience?
- Which internal approval processes typically add the most time (select all that apply)?
- What security/privacy requirements must vendors meet for data-sharing (select all that apply)?
- What budget realities should we understand before proposing scope (one-time, recurring, grant-dependent, etc.)?
- How many full-time equivalent staff can you realistically dedicate to implementation and operation?
If We Move Forward — What Should Happen Next?
- What is the smallest, lowest-risk pilot you would trust to prove value in your context (describe scope/scale)?
- Which pilot configuration would you prefer?
- What sample data can you provide for integration testing (select all that apply)?
- Who should be on the pilot working group from your side (roles/emails if known)?
- What concerns should we address upfront to make the pilot feel low-risk to your leadership and families?
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Deployment Enablement
Coordinate the rollout: schedule pilots, teacher training on data-informed instruction, assessment calendars, and owner-level task assignments.
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Validation Checklist
Verify integrations, turnaround time to actionable item-level analytics, teacher dashboard usability, and equity-disaggregated reporting meet acceptance criteria.
Validation Questions
Quick Moment: What's top of mind about student assessment right now?
- In one sentence, what outcome would make you say this year’s interim assessment work was a success?
- Which grade ranges and subjects are you most focused on closing gaps for this year?
- How often does your district currently run any form of interim or benchmark assessment?
- Who typically reviews interim results first and makes instructional decisions (role/title)?
- What single question about student learning can’t you currently answer district-wide?
Are we just waiting for the annual fire alarm?
- How true is this: 'We only know who needs help once the state test scores arrive'?
- Describe a recent situation where late assessment feedback changed what you wished you had done—what was the impact?
- When you get assessment data now, how long does it take from test close to a teacher having actionable item-level information?
- If nothing changed in your assessment cadence this year, what would you expect to be different (or the same) about student outcomes next year?
- How long have you been operating with your current assessment rhythm?
Who really owns 'actionable' in your district?
- Who in your organization is expected to turn assessment data into day-to-day instruction changes?
- When teachers receive data, how confident are they in using it to change instruction?
- Walk me through a recent example where data led to an immediate instructional change—what happened, who was involved, and how was it tracked?
- Which roles do you think should be accountable for student progress between state tests?
- What barriers prevent those roles from acting quickly on assessment insights?
Where are the blind spots that quietly erode equity?
- If I told you your current system is masking opportunity gaps—what would you want to see to prove that isn’t true?
- Which student groups do you regularly disaggregate data by?
- How often do equity-disaggregated reports change your intervention assignments or resource allocation?
- Tell me about a time you discovered an unexpected gap when you looked deeper—what did you do next and how long did it take to respond?
- What equity signals are most important for your leadership team to see within 48 hours of assessment results?
If next-day answers were actually possible, what would you change?
- Imagine teachers had item-level analytics the next morning—what specific instructional decisions would you expect them to make that they aren’t making now?
- Which of these would be a meaningful indicator that teachers are using next-day data?
- What turnaround time do you require to call data 'actionable' for classroom teachers?
- What thresholds or triggers would you set for an automatic alert (e.g., percent below mastery, cluster of standards missed)?
- If we built teacher-facing dashboards, what three insights must be visible on the top screen to make you confident they'll act?
Can you trust the alignment and the items?
- Would you accept an assessment without independent alignment validation to your state standards?
- What does 'trusted alignment' look like to you—item mapping, sample items review, third-party audit, other?
- How many sample items or anchor items would you need to review before signing off on alignment quality?
- How important is internal psychometric reporting (reliability, item difficulty, DIF) for your acceptance criteria?
- If items are redistributed from an item bank, what concerns should we address up front (security, content balance, bias)?
What would make teachers excited instead of compliant?
- What currently makes teachers see assessment as 'just compliance' in your district?
- Which teacher-facing features have most influenced adoption in past pilots (e.g., simple next-step recommendations, grouping suggestions, plug-and-play lesson plans)?
- How would you describe teachers’ typical bandwidth for training and coaching (per month)?
- What kind of evidence or quick wins would convince teachers to change their assessment habits?
- If we ran a short pilot, what's one small teacher-facing outcome that would persuade you to scale?
What would stop this before it starts?
- Which integration or technical dependency would be a non-starter if not resolved (SIS rostering, SSO, data export, security review)?
- How long does your typical IT/security review take for a new ed-tech vendor?
- Are there any contractual or data-sharing restrictions (local policy, state law, union agreements) that would affect a pilot?
- Who on your side needs to be involved to clear these dependencies (name/role)?
- What’s the absolute earliest and latest launch window you’d consider for a pilot?
- If integrations or approvals slip, what contingency would you want (paper/pseudo-data pilot, classroom-only trial, data-limited pilot)?
Let’s define a pilot win you can show the board
- What three measurable acceptance criteria would you use to recommend scaling after a pilot?
- What numeric targets would feel like a pass/fail for a pilot (e.g., 60% teacher adoption, 10-point mastery gain)?
- Who signs off on the pilot go/no-go decision and what will they need to see?
- How will you surface pilot results internally—what forum, cadence, and audience are required?
- If the pilot meets technical but not adoption goals, what would you want us to do next (rework PD, extend pilot, iterate UX)?
- Finally, what’s your preferred next step after this discovery (detailed proposal, technical scoping call, pilot design workshop)?
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Success
Review outcome metrics, adoption signals, and intervention impact; maintain a shared channel for tracked issues and enhancement requests.
Success Reviews
- Success Metrics & Adoption Review
- Intervention Impact Deep Dive
- Adoption Barriers & Teacher Enablement Workshop
- Enhancement & Issue Triage (Shared Channel Management)
- Executive Impact & Renewal Steering
Issues & Enhancements
- Product to create spec tickets with acceptance criteria for top 5 backlog items.
- Add any required analytics changes (e.g., new disaggregation or threshold) to the enhancement backlog.
- Problem Framing: One-Sentence Future State
- Produce a prioritized, actionable enablement plan that addresses highest-impact adoption barriers.
- Secure teacher and coach commitments to pilot proposed enablement items.
- Create measurable success criteria for each enablement intervention.
- Develop 30-minute micro-PD module and schedule pilot sessions in two schools.
- Implement in-dashboard contextual tips for top three teacher tasks and measure clicks.
- Track pilot results and report back at next monthly Success Metrics Review.
- Backlog Summary & Severity Triage
- Prioritize the backlog so the district sees clear timelines for high-impact fixes and enhancements.
- Ensure every prioritized item has explicit acceptance criteria and an assigned owner.
- Reduce time-to-resolution by clarifying required sample data and test cases up front.
- Opening & One-Sentence Current State
- District to deliver requested sample data sets and test accounts within 5 business days.
- CSM to post weekly status updates in the shared channel and tag stakeholders.
- One-Sentence Future State & Consequence
- Secure an executive decision on renewal or scale with clear conditions and timelines.
- Align on resource commitments (PD, staffing, funding) required to hit the defined future state.
- Ensure executive sponsors understand major risks and mitigation plans.
- Prepare executive one-pager and circulate 48 hours before the meeting.
- If renewal approved, schedule contract and scoping next steps with Procurement within two weeks.
- Assign executive sponsor to unblock any district-level dependencies identified.
- Confirm whether adoption and outcome metrics meet the success criteria defined in the Mutual Commit stage.
- Identify 2–4 specific barriers preventing teachers from turning analytics into instruction.
- Assign owners and timelines for corrective actions to be tracked in the shared channel.
- Owner to investigate top two schools or grades with lowest dashboard engagement and report root causes.
- Create a targeted PD plan for identified teacher cohorts and schedule sessions.
- Update the shared issue channel with metrics and owners for each action.
- One-Sentence Consequence Statement
- Validate which interventions produce measurable improvement and which require changes.
- Clarify whether lack of impact is due to fidelity, assessment design, or other factors.
- Document next-step decisions with acceptance criteria and owners for each intervention.
- Revise intervention scripts or materials for any cohort marked 'modify' and schedule a 30-day recheck.
- Assign a coach to three lowest-performing classrooms for focused support and report weekly.
- Adoption KPI Dashboard Review
- Teacher Storyboard Reviews
- Cohort Outcome Comparison
- Topline Outcome Metrics
- Customer Impact & Consequence
- Define Acceptance Criteria & Data Requirements
- Root-Cause Mapping
- Adoption & Operational Health Snapshot
- Fidelity & Implementation Review
- Outcome Metrics Review
- Equity Disaggregation
- Teacher & Coach Feedback
- Prioritization & Timeline Commitment
- Intervention ROI Highlights
- Co-design Solutions
- Owner Commitments & Timeline
- Communication Plan
- Signals-to-Action Gap Analysis
- Decide: Continue/Modify/Scale
- Renewal / Scale Recommendation & Decision Points
- Decisions & Next Steps
- Risks, Dependencies, and Ask