Reciprocal Accountability for Transformative Change: New Hampshire’s Performance Assessment of Competency Education Scott F. Marion, Jonathan Vander Els, and Paul Leather In New Hampshire, a new perfor- For every increment of performance mance assessment system focuses on I demand from you, I have an equal responsibility to provide you with the reciprocal accountability and shared capacity to meet that expectation. leadership among teachers and leaders Likewise, for every investment you at the school, district, and state levels. make in my skill and knowledge, I have a reciprocal responsibility to demonstrate some new increment in performance. (Elmore 2002, p. 5) Scott F. Marion is the executive director of the National Center for the Improvement of Educational Assessment in Dover, New Hampshire. Jonathan Vander Els is the executive director of the New Hampshire Learning Initiative. Paul Leather is deputy commissioner of the New Hampshire Depart- ment of Education. 20 Annenberg Institute for School Reform This concept of reciprocal measures, and bars set for proficiency. accountability, developed by Assessment of competency-based school improvement expert learning almost always requires Richard Elmore, is at the core of New performance-based assessment, and the Hampshire’s Performance Assessment of information learned through this Competency Education (PACE), a process will continue to inform the competency-based educational ap- design of the accountability system and, proach designed to ensure that students hopefully, better inform school improve- have meaningful opportunities to ment (Hargreaves & Braun 2013). achieve critical knowledge and skills PACE involves multiple lines of work (see Marion & Leather 2015; Rothman and multiple players. Here, we use three & Marion 2016; New Hampshire specific perspectives to provide tangible Department of Education 2016). For examples of reciprocal accountability in PACE, reciprocal accountability means action: that local educational leaders are involved in designing and implementing • The first example – of shared the assessment and accountability leadership – is presented by Paul systems and receive intense technical, Leather, New Hampshire’s deputy policy, and practical support and commissioner of education, who as guidance from the New Hampshire the official leader of the project had Department of Education (NHDOE) to build a structure based on shared and other experts in the field. PACE decision making among the state, attempts to foster organizational districts, and external partners. learning and change by appealing to the • The second story – of building local intrinsic motivation of adults to capacity and expertise – is told by improve their work rather than relying Jonathan Vander Els, the current on top-down accountability and executive director of the New compliance strategies. Hampshire Learning Initiative and former principal of Memorial Beginning in 2012, New Hampshire Elementary School in Sanborn worked with the Center for Collabora- Regional School District, one of the tive Education (CCE) to implement original PACE districts. performance assessment literacy • The last example is presented by training, using professional develop- Scott Marion, executive director of ment and capacity building to lay the the Center for Assessment and the groundwork for moving forward. In lead technical advisor to PACE. He March 2015, the U.S. Department of discusses the ways in which the Education granted permission to New evaluation of technical quality of the Hampshire and their advisors from the PACE assessment system is based on National Center for Improvement of the reciprocal notion of supporting Educational Assessment (Center for expertise among local educators Assessment) to pilot PACE, a new while meeting rigorous psychometric assessment and accountability system requirements. with significantly greater levels of local design and agency, with an overall goal to facilitate transformational change in THE VIEW FROM THE STATE: performance that best supports the goal SHARED LEADERSHIP AND of significant improvements in college RECIPROCAL ACCOUNTABILITY and career readiness. (PAUL LEATHER) As part of this shift in orientation, the Under former Commissioner Virginia state is supporting a competency-based Barry’s leadership, the NHDOE has approach to instruction, learning, and long practiced reciprocal or “shared assessment within an internally oriented leadership” for the major decisions in accountability model, in which those our state’s public education. Barry met being held accountable have responsibil- with the district superintendents and ity for co-developing the standards, Scott F. Marion, Jonathan Vander Els, and Paul Leather VUE 2017, no. 46 21 other educational leadership groups four participating districts, two external monthly to discuss major issues such as partners (Scott Marion of the Center for educator effectiveness, educational Assessment and Dan French of CCE), innovative practices, and the opioid and NHDOE staff (Deputy Commis- crises. In particular, shared leadership sioner Paul Leather and PACE State discussions have addressed assessment Director Mariane Gfroerer). Originally, and accountability for many years, from this group met at least monthly to the adoption of the Smarter Balanced address all of the issues of design, Assessment Consortium1 in 2014 to the planning, professional development, design of state accountability systems implementation, reporting, and techni- since the onset of No Child Left Behind cal quality. Nothing moved forward in 2002. It was at just such a discussion, without the full consensus of the group. held within the confines of the state’s Now in its third year, the pilot has Accountability Task Force in 2014, grown to eight districts and one charter where the idea for PACE was born. school, and the makeup of the leader- The task force, made up of superinten- ship team remains the same, with each dents, curriculum supervisors, teachers, district or charter school represented at and association chapter directors, the table. Meanwhile, consistent with discussed the idea of moving to a new the principles of reciprocal accountabil- kind of accountability system more in ity, the field leaders and teachers have keeping with competency-based taken on more and more of the ongoing education. Chris Rath, then superinten- work of PACE. Eighteen teacher content dent of the Concord School District, leaders now facilitate the construction said in no uncertain terms, “We can’t of new common PACE performance take on something this innovative assessment tasks in English language without you providing us some space to arts, math, and science for grades 3–7 innovate. With the Common Core, and 9–10. Smarter Balanced, and other efforts all With the NHDOE’s support, a new being implemented this year [2014- organization has been constructed: the 2015], our educators are overburdened NH Learning Initiative, which serves as as it is.” After some discussion, the an intermediary entity supporting the group agreed with the idea of advancing work of both the field and the Depart- a pilot to include volunteer districts, ment. Also, the New Hampshire chapter where Smarter Balanced would be of the National Education Association implemented only once each in elemen- is supporting another group of teacher tary, middle, and high school, and a leaders to facilitate PACE implementa- bank of complex performance tasks tion with fellow educators within and would be used in grades and subjects across districts. All of this work is where Smarter Balanced was not overseen by the PACE leadership team, administered. In this way, the idea of which continues to meet monthly. “space to innovate” was integrated into Members demonstrate their shared New Hampshire’s accountability system. ownership and commitment to the This model of shared decision making success of the pilot in many ways, became the operational norm for PACE. including through presentations at A roundtable was created, made up of district, state, and national conferences field representatives from the original and to state government officials. 1 Smarter Balanced and the Partnership for RECIPROCAL ACCOUNTABILITY Assessment of Readiness for College and AT THE SCHOOL LEVEL Careers (PARCC) are assessment systems (JONATHAN VANDER ELS) that were developed through collaborations between groups of states and educators in When I served as a principal in one of response to new, more rigorous Common the original implementing PACE schools, Core academic standards adopted by most states in 2010 and 2011. See http://www. reciprocal accountability was at the core smarterbalanced.org/ and http://www. parcconline.org/. 22 Annenberg Institute for School Reform of our vision ensuring that all students accountability effort that was not based achieve at high levels. I and my teachers on a single, standardized measure to subscribed to a shared leadership model evaluate students and schools. in which we were together responsible Teachers’ capacity and professionalism for the success of our students, and we are at the heart of PACE. Relying on needed to work collaboratively to truly teacher leadership and autonomy to be maximize the strength of the whole “in charge” of the project has put school. teachers back into the driver’s seat, In order for PACE to be effective, the determining students’ competency and capacity of all educators in each of the utilizing the data from the performance implementing schools must be devel- assessments to provide support, inter- oped to the fullest extent possible. vention, and extension, as appropriate, Teachers must possess deep understand- in a timely manner. For teachers, the ing of content, discipline-specific essence of reciprocal accountability is a pedagogy, and well-developed assess- sense of “being heard.” As one of our ment literacy to teach and assess a lead PACE teachers explained: rigorous curriculum using complex I think PACE has been successful so performance tasks. Teachers must also far because the people working on the be willing and able to work collabora- initiative believe in the work. The tively in and across schools to develop people in charge listen to teacher shared expectations and vision. feedback and are adaptable. We all We worked hard to develop a culture in understand the importance of the which it was safe to innovate. Teachers work and want it to were used to (and comfortable with) be successful because it’s what is best working either individually or within for kids. their school-based team. PACE required We all have a role to play in the success teachers across schools and districts to of PACE, and all clearly understand the function in a professional learning need to work with, and for, each other community, through which they learned to support our students. how to work together most effectively, how to look at student work, under- stand data, and most importantly, make A RECIPROCAL ACCOUNTABILITY changes to their instruction to meet the APPROACH TO EVALUATING needs of all learners. Our teachers’ role was to embrace the uncertainty that TECHNICAL QUALITY comes with stepping out of their (SCOTT MARION) comfort zones, committing to working collaboratively with colleagues, and PACE has been recognized for its sharing our learning to benefit all. multifaceted approach to the evaluation of technical quality. (See, for example, PACE came along at the right time for Lyons & Evans, forthcoming; Rothman our school and our district. We had & Marion 2016.) In most cases, techni- transitioned to “competency-based cal quality evaluations are the purview learning” a few years earlier, but our of highly trained psychometricians like teachers really began to develop their those of us who work at the Center for assessment literacy by creating, adminis- Assessment. PACE leadership has always tering, and refining Quality Performance had a goal of ensuring that only Assessments, a professional development high-quality assessments were used in opportunity provided by CCE and participating schools, but we insisted initially made available over the summer from the beginning of the project that by the NHDOE. Because we were technical quality had to be a participa- already engaged in developing high- tory sport. In other words, the quality performance assessments, PACE evaluations of technical quality had to was a logical and timely opportunity to both gauge the quality of the assess- participate in an assessment and ments used and to increase the Scott F. Marion, Jonathan Vander Els, and Paul Leather VUE 2017, no. 46 23 assessment expertise of participating Reliable and accurate scoring educators. While there are many aspects Performance assessments must be of our shared approach to evaluate scored accurately and consistently in assessment system quality, we highlight order to support their uses to inform three key components here. instruction and to serve as accountabil- High-quality assessment design ity measures. Further, a key tenet of PACE is that inferences regarding Assessment quality starts with prin- student achievement must be compa- cipled and high-quality assessment rable across participating districts and design. The assessment design templates between pilot and non-pilot districts, were drafted by staff at the Center for meaning that given a certain set of Assessment, but revised based on student work, a student rated as feedback and interaction with partici- “proficient” in one district would be pating teachers. The Center for rated similarly by educators in a Assessment team provides technical different district. support and some oversight to the teacher-led task development teams, but Ensuring scoring quality and compara- the decisions about which assessments bility starts at the school and district are used in the project are made levels, where participating PACE collaboratively among the teacher schools engage in calibration exercises leaders, project staff, and the technical to develop a shared understanding of consultants. The teachers lead the student work quality. The PACE choice of the activity that will anchor calibration protocol was developed and the performance task, as well as every tested collaboratively among my staff, step of the task design, including PACE teachers, and PACE district leads. This process was another example where more top-down technical quality “ approaches had to be negotiated with the practical realities of doing this work with teachers who have many other “ responsibilities. For example, we would Teachers lead the choice of the activity that have liked to have larger samples of student work for our calibration work, will anchor the performance task, as well but that would have been a burden on the teachers, so we negotiated a sample as every step of the task design, including size that is manageable for the teachers but still provides enough data for us to drafting the rubric that will be used to conduct the necessary technical analyses. In addition to the internal calibration score the task. work, each district collects data on the degree to which teachers score the performance tasks consistently with other teachers in the district. The Center for Assessment uses these data to drafting the rubric that will be used to compute inter-rater consistency statis- score the task. Teachers suggest ways in tics and then reports back to districts so which the task or tasks will work best they can use the information to improve within their instructional programs and their scoring quality. together with the technical advisors negotiate among district content experts Comparability of assessment results and the technical advisors to design across participating districts tasks that can serve both instructional and accountability purposes. The key activity in evaluating cross- district comparability involves a massive collaborative effort led by my psycho- metric staff and involving hundreds of 24 Annenberg Institute for School Reform educators and project leaders with the performance assessments for account- main event taking place over the course ability can be satisfactorily addressed of two days each summer. Anonymized (Evans & Lyons 2017). PACE provides student papers are distributed to a vivid example of reciprocal account- randomly arranged teams of teachers to ability in action, framing the ways in produce “consensus scores.” These which PACE operates at all levels – consensus scores serve as benchmarks from the NHDOE, to the approaches by which local district scoring is for evaluating and improving technical evaluated. (Out of more than 400 quality of performance assessments, to papers scored, fewer than five each year the collaboration among teachers, to the required a third rater to help the interactions between teachers and original raters come to consensus.) students. Ideally, there should be only small differences between the consensus scores REFERENCES and the scores provided by the original Elmore, R. 2002. Bridging the Gap teacher. This alignment would indicate a between Standards and Achievement: The high degree of scoring accuracy. The Imperative for Professional Development more immediate concern is to ensure in Education. Washington, DC: Albert that the average differences between Shanker Institute. each district’s local scores and the consensus scoring are similar across Evans, C., and S. Lyons. 2017. “Compara- districts. 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