Professional Development That Actually Sticks: Research-Based Strategies from the Field

By Hendy Avenue Consulting

We’ve all been there: sitting through professional development that felt inspiring in the moment but completely forgotten by Monday morning. The binder sits on a shelf. The handouts get recycled. And teacher or leadership practice remains unchanged.

This isn’t just frustrating—it’s a significant investment of time and resources that yields minimal return. So what’s the problem? And more importantly, what actually works?

After years of designing and facilitating professional learning for leaders and educators across the country, our team at Hendy Avenue Consulting has identified several key strategies that make the difference between PD that fades and PD that transforms practice.

The Science of Adult Learning

Before diving into strategies, it’s essential to understand how adults learn. Malcolm Knowles’ theory of andragogy identifies several key principles:

  1. Adults are self-directed and relevancy-oriented. They want to understand why they’re learning something and how it connects to their immediate work. Top-down mandates without clear rationale breed resistance.
  2. Adults bring experience to learning. Effective PD acknowledges and builds on educators’ existing expertise rather than ignoring it.
  3. Adults are problem-solvers. They’re motivated to learn when they see it as a solution to real challenges they’re facing.

Additionally, cognitive science tells us that learning requires active processing, not passive reception. Research suggests adults retain only 5% of what they hear in a lecture, but 75% of what they practice and 90% of what they teach to others.

Seven Strategies for Effective PD

Strategy #1: Structure the Flow from “Why” to “How”

The Strategy: Build your PD narrative in a logical sequence that mirrors how adults process information.

Start with Why: Connect the topic to core principles or challenges educators face. Research shows that starting with purpose creates buy-in and meaning-making.

Move to What: Clearly define key concepts.

End with How: Provide actionable, concrete strategies for implementation. Adults need to see the bridge from theory to their classroom.

Why It Works: This structure aligns with how our brains naturally process information—from abstract to concrete, from conceptual to applied. It honors adult learners’ need for autonomy and relevance by establishing purpose before diving into tactics.

Strategy #2: Translate Theory to Practice with “Look-Fors”

The Strategy: For any standard, theory, or principle you introduce, provide specific, observable examples of what it looks like in practice.

If you’re teaching about student-centered instruction, don’t just define it—show video of a classroom where students are doing the cognitive heavy lifting. Identify the specific teacher moves and student behaviors that make it student-centered. Create a list of “look-fors” that educators can use to recognize quality practice.

Why It Works: Abstract concepts rarely translate to changed practice without concrete examples. The more specific and contextualized the examples, the more likely educators are to successfully implement. Brain science tells us we learn through pattern recognition—showing multiple examples of what something “looks like” helps educators recognize and replicate those patterns in their own practice.

Strategy #3: Use the OARRs Structure for Purposeful Design

The Strategy: Structure every PD session using OARRs:

  • Objectives: What will participants know or be able to do?
  • Agenda: What’s the sequence of activities?
  • Roles: Who’s responsible for what?
  • Rules: What norms guide our work?

If an activity doesn’t serve the objective, cut it.

Why It Works: Clear objectives align with adult learning theory’s emphasis on purposeful, goal-oriented learning. When participants see the connection from activity to objective, they understand why they’re engaging in each task, which increases motivation and retention.

Strategy #5: Include Work Time and Practice in the Session

The Strategy: Give educators time in the session to practice new skills or plan for implementation. Don’t send them away with good intentions but no concrete plan.

This might mean:

  • Practicing a new discussion protocol
  • Planning next week’s lesson using a new framework
  • Creating a tool or resource they’ll use immediately
  • Rehearsing a challenging instructional move

Why It Works: When educators leave PD with something they’ve already created or practiced, the barrier to implementation drops significantly. Research on implementation science shows that the gap between learning and doing is where most initiatives fail—work time closes that gap.

Strategy #6: Set a Vision of Excellence

The Strategy: Show, don’t just tell. Use video, live modeling, or high-quality examples so everyone can agree on what “it” looks like.

Show video of excellent execution. Share examples of student work at different performance levels. Create shared understanding through shared observation.

Why It Works: Without concrete examples, people develop wildly different interpretations of the same standard. Video and models create shared understanding of quality. People learn powerfully through observation—seeing expert performance helps educators develop mental models of success.

Strategy #7: Create Space for Contextual Application

The Strategy: After establishing a vision of excellence, ask educators to apply it to their specific context:

  • “What will you steal?” (implement exactly as shown)
  • “What will you adapt?” (modify for your context)
  • “What questions does this raise?”

Give educators permission to make the practice their own.

Why It Works: Adults bring diverse experiences and contexts to learning. One-size-fits-all approaches ignore this reality. Educators are more likely to implement new practices when they have autonomy to adapt them thoughtfully. Contextual application also engages higher-order thinking—educators analyze, evaluate, and create rather than just receiving information.

Bringing It All Together: The Arc of Effective PD

When you combine these strategies, effective PD follows a clear arc:

  1. Establish Purpose (Why): Connect to educators’ real challenges and core values
  2. Build Understanding (What): Define concepts clearly with concrete examples
  3. Show Excellence: Model or view high-quality examples together
  4. Provide Tools (How): Give actionable strategies and resources
  5. Practice and Plan: Build work time into the session
  6. Apply to Context: Support educators in adapting to their specific situations
  7. Set Next Steps: Create accountability and follow-up structures

This arc honors how adults learn while maximizing the likelihood that new learning translates to changed practice.

The Bottom Line

By grounding PD design in tried-and-true best practices rooted in adult learning theory, we can create professional learning experiences that don’t just inspire in the moment—they transform practice for the long term.

CAO Cohort Alumni Spotlight: A Conversation with Efrat Kussell, CAO of Explore Schools of Brooklyn

The Chief Academic Officer role comes with unique challenges—balancing strategic vision with day-to-day execution, developing others while managing your own workload, and often feeling isolated in a position where few truly understand the complexity of the work. That’s exactly why Hendy Avenue Consulting created the CAO Cohort: to bring academic leaders together in a community of practice where they can learn from trusted colleagues facing similar challenges.

Hendy sat down with Efrat Kussell, Chief Academic Officer at Explore Schools of Brooklyn, to talk about her experience in the cohort and how it’s shaped her leadership. Efrat’s insights offer a candid look at what makes this professional learning community so valuable—and what prospective participants might miss if they don’t join. 

Hendy: Let’s dive into your cohort experience. What was the most unexpected benefit you gained from participating? 

The individual coaching and its relationship with the work we did in the cohort sessions were really well dovetailed. I was able to take the learning from the cohort sessions and apply it to our bigger picture organizational thinking during personalized coaching…I was even able to bring my drafted work back to the whole group for feedback and presentation practice.

Additionally, I was able to look at the models of strategic planning from our sessions and think, “That’s cool, that’s interesting—I want to use that,” or “That’s something I could save for future initiatives.” That integration was really powerful. 

Hendy: That interplay between individual coaching and group learning sounds really valuable. What’s one strategy, resource, or approach you learned in the cohort that you’re still using today? 

Time management, definitely. We did a great module on how CAOs spend their time. Coming into the work of a CAO assumes that you’re really good at managing your calendar—and you have to be because the job has so many technical and systematic elements. You also need to get on the ground, interact with people, present in various contexts… there’s so much personal time management that goes into it. 

The cohort gave me exposure to multiple options for how to structure time use. It added structure and helped me ensure that I am always spending my time in service of developing others. Before, I was probably pretty good at making sure everything I did took care of the things that everyone needed, but I wasn’t as intentional around making sure the way I was spending my time was also in service of developing other people. That learning resonated. 

Hendy: Is there anything else from the cohort that’s stuck with you? 

Yes—messaging. Messaging and re-messaging the same ideas using clarity and simplicity. That’s really taken hold, currently, in the design of training. Our summer trainings were more effective this year because we spent a ton of time on: how is our staff hearing the message? How can we message priorities with clarity and consistency? And does our messaging uplift our organizational values and hallmarks? As a result, our main priorities and our main tactics for achieving those priorities were better woven throughout and connected to the fabric of who we are as an organization 

I also think about this in terms of feedback I have gotten around the level of information I share with various stakeholders. As a CAO, one of my responsibilities is to be able to speak the headlines while also keeping track of all the details. Depending on the audience, I need to provide just the right level of detail to tell a compelling story or make a convincing argument. The CAO cohort helped me be more intentional around how to deliver headlines while bringing an audience along with the right details. 

Hendy: If you were talking to a CAO who was on the fence about joining, what would you tell them about what they’d be missing if they didn’t participate? 

For the time commitment and the cost, it really works. I know when you’re signing up for a year-long commitment on top of your year-long commitment to improving student outcomes, you’re thinking, “How much will this take out of me and is it going to be worth it?” 

I feel like it was totally worth it! I came away with several enduring understandings that I can now transfer over to essentially all the work I do—that’s one thing. 

I’d also say that Erica and Jon were very skilled facilitators and worked well together. They created a community of practice online very impressively, considering that we didn’t meet each other in person—so shout out to them! 

Last but not least, the coaching was, as I mentioned, truly great. It was very unexpected. When I joined the cohort, I knew there were going to be these sessions and we’d be going every month, but I didn’t realize how helpful the coaching would be. The differentiated work products we were sharing afterwards—that was excellent. 

Hendy: It sounds like the combination of group learning, individual coaching, and peer feedback created something really powerful. 

Absolutely. It’s rare to find a professional learning experience that delivers on all those levels. 

Thank you, Efrat, for sharing about your experience in the cohort! We look forward to staying connection and hearing about the great work you’re supporting at Explore Schools!

Ready to join a community of practice that will transform your leadership? Applications for the 2026-27 CAO Cohort will open soon. Connect with Hendy Avenue Consulting by emailing Rachel Modica-Russell (rachelmodicarussell@hendyavenue.com) to learn more and be notified when applications launch.

Interview with Hendy’s Own Erica Murphy: CAO Cohort Facilitator

As we launch another year of our Chief Academic Officer Cohort, we sat down with Hendy consultant and CAO Cohort facilitator Erica Murphy to discuss what makes this professional learning community so impactful for senior academic leaders. Erica brings deep expertise in curriculum, instruction, and leadership development, having previously served as Chief of Curriculum and Instruction at Ascend Public Charter Schools. Her thoughtful approach to facilitation creates the kind of authentic learning environment where CAOs can tackle their biggest challenges alongside trusted colleagues.

Let’s start with the big picture—from your perspective, why is the CAO cohort such a valuable learning community for senior leaders?

The CAO position can be lonely. The opportunity to be in community with other leaders who “get it” and who are facing the same challenges and often doing the same work is invaluable. There’s something powerful about sitting in a room with people who understand the unique pressures and complexities of your role.

That resonates so much. Speaking of what happens in those rooms, what is the session you love most to facilitate, and why?

Strategic planning best processes in January! It’s so important to have good processes and systems to set strategic initiatives in a way that brings people into the process, creates buy-in, and creates clarity for the organization. And starting in January sets people up for success—it’s that perfect timing where you can really think intentionally about the year ahead.

I love that timing aspect. Now, we incorporated coaching into the experience last year—what impact did this have on your approach to facilitation?

It was so helpful to have one-on-one time with individual CAOs to hear how they were thinking about incorporating the strategies and resources from sessions into their own context. Knowing exactly what they were gravitating towards and struggling with helped me plan the whole group sessions in a way that really met their needs. It created this beautiful feedback loop between the individual coaching and our collective learning.

That individualized approach is so valuable. Let me shift gears a bit—can you tell me about the biggest leadership lesson you learned while in the Chief Curriculum and Instruction role at Ascend?

There are any number of good decisions you can make at any different decision point—there is never one right, perfect decision. The important thing is to: one, gather information and stakeholder input; two, consider options; and three, make a decision that you can communicate with compelling rationale. It may be wrong, and that’s okay—you’ll learn from it. But being paralyzed because you want to make the perfect next move doesn’t work, and indecision creates lack of clarity and frustration.

That’s such practical wisdom, especially for leaders who often feel the weight of every decision. As we wrap up, what’s one piece of advice you have for folks in CAO-esque roles?

Get in schools. Get in classrooms. Talk to principals, deans, students. It can be easy to get caught up in the network work, the politics, the paperwork, and so on. But the work is the teaching and learning. What is happening between teachers and students, and is it meaningful? Rigorous? Aligned to goals? Supportive and differentiated for all students? Academically engaging? That’s the most important work.

Perfect advice to end on. Thanks, Erica, for sharing your insights and for the incredible work you do with our cohort members!

Interested in learning more about the Chief Academic Officer Cohort? Reach out to Rachel Modica-Russell (email: rachelmodicarussell@hendyavenue.com) to explore how this professional learning community might support the academic leaders in your network.


Meet the 2025-26 Chief Academic Officer Cohort!

We’re thrilled to introduce our newest Chief Academic Officer Cohort class! This exceptional group of academic leaders from high-performing charter networks across the country will spend the year collaborating, problem-solving, and pushing each other’s practice. 

Here’s to a year of growth, learning, and collective impact as we get to know each outstanding member of our cohort.

Meet Our 2025-26 Cohort Members

Tomi Okuyemi: Chief Academic Officer, Growing Up Green Charter Schools

Tomi serves as Chief Academic Officer at Growing Up Green Charter Schools in Jamaica, Queens, where she champions the values of kindness, courage, collaboration, and social justice. Her journey from science teacher at Success Academy to beloved 1st grade teacher at Community Roots Charter School shows her deep commitment to students at every level. With an M.Ed. in School Leadership from Harvard Graduate School of Education and experience as a Leadership Resident in Boston Public Schools, Tomi brings rich expertise in equity and inclusion. She joined the GUGCS community in 2021, drawn to its diverse faculty and families who share her passion for social justice.


Tonya Randall: VP of Academics, Journey Community Schools

With over two decades of educational leadership experience, Tonya brings incredible expertise in driving transformational change—including an impressive 28% increase in K–8 reading proficiency and 27% gain in math at Journey Community Schools this past year. From founding Nexus STEM Academy to securing $1.5M+ in grants for innovation and summer learning, Tonya’s commitment to historically underserved students shines through everything she does. Her background spans KIPP schools, instructional coaching, and data-driven leadership, with degrees from Spelman College and Walden University.


Sabrina Banwait: Director of Curriculum and Instruction, Hebrew Public Schools

Sabrina brings over 13 years of transformative leadership across Chicago, Los Angeles, and NYC urban schools. From classroom teacher to instructional leader, Sabrina’s journey reflects her unwavering commitment to equity and social justice. As a proud alum of the University of Chicago’s Urban Teacher Education Program, she continues to champion culturally responsive pedagogy and teacher preparation. Sabrina’s expertise in instructional design and leadership development centers on building capacity through coaching and collaboration. Her work with school leaders and teacher teams exemplifies her belief in public education’s power to create lasting, multigenerational change.


Dr. Keena Day: Chief Academic Officer, Breakthrough Schools

Dr. Keena Day is a 20-year literacy specialist who leads school districts, networks, and school leadership to develop systems in curriculum and assessment design to improve student achievement. As Chief Academic Officer of Breakthrough Schools in Cleveland, she is skilled in grades 4-12, AP Language and AP Literature coursework that allows for equitable access, dual enrollment, and literacy intervention. She has taught Freshman Composition, Technical and Creative Writing at the collegiate level. Her Masters programming focused on Africana Studies and Black Literature, Linguistics, Literacy, and Writing. Her research focuses on integration of literacy and social studies content, cultural studies in schools, DEI in text selection, organizational literacy structures, and closing the literacy achievement gap for various demographics of students.


Meet Our Facilitator: Erica Murphy

Leading this incredible cohort is Erica Murphy, who brings deep expertise in academic leadership development. In addition to facilitating the CAO cohort, Erica has spent five years with Hendy Avenue Consulting supporting school systems and charter management organizations nationwide on academic strategy, AI literacy, coaching to academic excellence, mathematics instruction, performance evaluation rubrics, and more.

Erica creates spaces where CAOs can push each other to excel, share best practices, and build lasting professional relationships. Under her guidance, our cohort members will tackle real challenges, exchange valuable resources, and strengthen their commitment to achieving stellar academic outcomes for students.

What Makes The CAO Cohort Special

Our Chief Academic Officer Cohort brings academic leaders together to learn alongside trusted colleagues in similar roles. Through the cohort, members sharpen their vision, build their skills, exchange resources, problem solve, build relationships, and feel more fulfilled in their roles.

This dynamic group represents some of the most innovative academic minds in charter education, united by their commitment to educational equity and their dedication to driving meaningful change in their networks.


Interested in learning more about how CAO cohort participation can level up the leadership and impact of your senior academic leaders? Ready to explore leadership development opportunities? Connect with Hendy Avenue Consulting about leadership coaching, CAO cohort participation for 2026-27, and additional opportunities to partner for just-in-time support to your organization.

Announcing the 25-26 DEEL Cohort!

Last fall, Hendy launched the District Educator Effectiveness Leader (DEEL Cohort) – an opportunity for senior-level leaders in large public school districts responsible for employee effectiveness initiatives. The cohort was so successful that we are launching for the second year this September! The DEEL builds on Hendy’s success at facilitating cohorts for charter-network leaders, and extends that opportunity to leaders from traditional public school districts. The cohort includes a group of leaders from districts across the country, who collectively are responsible for performance management and effectiveness initiatives for tens of thousands of employees. Join us in congratulating the 2025-26 DEEL cohort participants!

  • Tori Austin from San Antonio Independent School District
  • Amber Daniel from Houston Independent School District 
  • Michael Herring from Chicago Public Schools 
  • Chrishele Kingdom from Detroit Public Schools Community District 
  • Charity Magruder from Prince George’s County Public Schools 
  • Jesse Papia from Baltimore City Public Schools 
  • Richel Raich-Cantu from IDEA Public Schools 
  • Yolanda Stanislaus from Montgomery County Public Schools 
  • Tiffany Suggs from Gwinnett County Public Schools 

The 25-26 cohort will begin meeting in September. We look forward to sharing what we learn! Interested in joining the DEEL cohort, or want more information? Visit our website or check out this information sheet. Ready to participate? Contact Jessica.

The Power of Cohorts

In today’s complex educational landscape, leadership can feel isolating. Whether you’re a Chief Academic Officer driving instructional excellence, a Superintendent exploring AI implementation, or a CTE leader shaping career pathways, the challenges you face are unique to your role—and often, you’re the only person in your organization navigating them.

At Hendy Avenue Consulting, we’ve witnessed firsthand how cohort learning transforms educational leadership. Our experience has shown that the most powerful professional growth happens when leaders come together in structured, purposeful communities.

Why Cohort Learning Works

The power of cohort learning lies in its fundamental truth: leaders need other leaders. When we bring together diverse talent in similar roles, something remarkable happens. Challenges that seemed insurmountable become opportunities for collective problem-solving. Individual expertise becomes shared wisdom. And perhaps most importantly, professional isolation transforms into lasting community. From adaptive leadership skill-building to tactical strategic planning to navigating change within an organization or across the broader educational sector, our cohorts aim to create space for thoughtful engagement and planning for leaders. We currently facilitate four distinctive cohort experiences, each designed to address specific leadership needs in education:

Chief Academic Officer Cohort: For CAOs in high-performing charter networks, this cohort creates a space where academic leaders can sharpen their vision and deepen their impact. Members engage in data-driven discussions, share remediation strategies, and collaborate on achieving equitable outcomes for all students.

AI Explorers Cohort: In partnership with AI for Equity, this nationwide community of practice supports senior executives as they navigate the AI revolution in education. Participants collaborate on everything from organizational planning to product evaluation, ensuring thoughtful and equitable AI implementation in their systems.

Career & Technical Education Group: Tailored for New York state CTE leaders, this program combines strategic planning with practical leadership development. Whether you’re a principal, assistant principal, or district director, you’ll find a community dedicated to advancing career and technical education.

District Educator Effectiveness Leader Cohort: Created for senior talent leaders in large public school districts, this cohort addresses the unique challenges of managing educator effectiveness initiatives at scale. Members find crucial thought partnership among peers who understand the complexities of their role.

The Hendy Approach to Cohort Learning

What makes our cohorts different? We believe effective cohort learning combines:

  • Structured learning with organic relationship-building and thought partnership
  • Immediate problem-solving with long-term strategic thinking
  • Individual growth with collective wisdom
  • Theory with practical application

Join Our Community

Educational leadership doesn’t have to be a solitary journey. Whether you’re looking to enhance your leadership, tackle complex challenges, or find a community of fellow leaders, our cohorts offer a proven path forward.

Interested in learning more? Explore our Cohorts page and discover how collaborative learning can transform your leadership journey.

Defining and Developing Teaching Excellence: The Hendy Instructional Excellence Rubric

Over the past 12 years, Hendy Avenue Consulting has partnered with numerous school systems to set a vision for excellent teaching, create and pilot instructional rubrics based on this vision, and implement those rubrics to support high-quality teacher coaching and development. These partnerships led to the creation of the Hendy Instructional Excellence Rubric, now freely available under a Creative Commons license on Hendy’s website. Five school systems across the country have already adopted some version of the Hendy Instructional Excellence Rubric. While Hendy tailors each engagement to the specific needs of the school system, Hendy’s close partnership with a large, multi-region charter school network served as the initial catalyst for what is now the Hendy Instructional Excellence Rubric.

The Challenge: The charter school network faced a significant challenge: their four regions were using different rubrics to define and develop excellent teaching. This inconsistency created disparities in how teachers were coached and supported across the network and missed opportunities to use the data to inform network priorities. The network reached out to Hendy to help them lead a project to create, pilot, and implement a unified vision of teaching excellence, aligning teacher development across all regions while maintaining high academic and instructional standards.

Setting the Foundation for Success: Hendy began with careful attention to organizational dynamics and stakeholder buy-in. The charter school network and Hendy established a clear RAPID decision-making framework and identified key stakeholders across departments whose participation would be crucial. This preliminary phase proved essential, establishing both the authority and the limitations within which the team would operate. This also ensured that the rubric development would center on what is most critical for students in classrooms: high-quality teaching and learning.

Creating a Common Vision of Excellence: Hendy convened a diverse subcommittee to lead the project, representing various roles (including talent, curriculum and instruction, and data), schools, tenure levels, and demographic backgrounds. This diverse representation ensured the rubric would be a practical tool for coaching and development. The subcommittee met regularly, engaging in deep discussions about what constitutes excellent teaching facilitated by Hendy team members. The group took a methodical approach to creating the new rubric. They began by discussing what excellent teaching looked like in different contexts and establishing a “blue sky” vision for teacher development. These conversations revealed both the strengths of existing approaches and the opportunities that a unified vision could provide. They conducted a detailed crosswalk of existing frameworks provided by Hendy, identifying the key elements that drove teacher growth across all contexts. This analysis helped the committee work with Hendy to create a rubric that would be both comprehensive and practical for everyday use. The team iterated on the rubric several times, testing different domains and indicators across different classrooms and contexts.

Piloting and Refining the Vision: The pilot phase demonstrated the charter school network’s commitment to thoughtful implementation. Hendy launched the pilot with an orientation webinar, introducing the rubric to the broader community and outlining its purpose, structure, and role in teacher development. This helped build understanding and buy-in. The webinar provided practical guidance for leaders to begin using the rubric while allowing for refinement based on their experiences. Recognizing the unique needs of certain teaching populations, Hendy and the charter team specifically engaged Special Education teachers, fine arts instructors, PE teachers, and preK educators through targeted surveys and focus groups. This ensured their perspectives would shape the final framework. Pilot schools used the rubric in multiple contexts. Leadership teams conducted walkthroughs using the new framework at least 2-3 times that spring, testing its effectiveness in different classroom settings. School leaders also used the framework in coaching conversations with teachers, providing valuable insights. Throughout the pilot, Hendy maintained a strong feedback loop, gathering input through structured surveys and focus groups and used this information to make adjustments. Critically, Hendy and the committee closed the feedback loop by communicating changes back to participants, explicitly connecting their input to specific modifications. Leaders found the rubric helpful in structuring coaching conversations, providing a common language for discussing teaching excellence. They also identified areas where additional guidance was needed, particularly around using the rubric to support different types of teachers and content areas.

Implementation, Training, and Capacity Building: The summer marked the transition to full implementation. In partnership with Hendy, the large, multi-region charter school network invested heavily in developing the capacity of those who would use the rubric. The implementation began with establishing clear systems and structures. Hendy worked with school leaders to determine coaching roles, the frequency of observations and coaching conversations, and how teachers would engage with the rubric. The subsequent training program facilitated by Hendy was comprehensive and sustained, extending through the summer and following school year. It began with foundation training, where coaches learned not just about the rubric’s structure but also how to use it as a tool for development. These interactive sessions included practicing with instructional video analysis and guiding coaching conversations. Quarterly practice-based sessions facilitated by Hendy throughout the school year reinforced learning. Each session followed a thoughtful progression: leaders would study specific indicators, analyze teaching videos, engage in calibration discussions, and practice coaching conversations. The embedded certification process was particularly effective. Rather than a one-time event, it was a supportive process allowing for multiple attempts and providing additional support when needed.

Legacy and Evolution: The Hendy Instructional Excellence Rubric: Hendy’s work on creating and implementing this charter school network’s rubric significantly influenced the development of the Hendy Instructional Excellence Rubric. The Hendy rubric builds upon the successful elements of the charter school network’s process while introducing innovations. Like its predecessor, the Hendy Instructional Excellence Rubric organizes teaching excellence into four domains, each guided by an essential question. It adds “Core Teacher Skills” for each indicator, providing specific, actionable guidance for teacher development. This helps bridge the gap between identifying excellent teaching and developing teachers’ practice. The Hendy rubric also refines the approach to measuring impact, maintaining the charter school network’s focus on student outcomes while creating clearer developmental progressions. This helps teachers and coaches identify specific next steps for growth.

Want to learn more about the Hendy Instructional Excellence framework? Visit our website or email Jessica Wilson!

Three Lessons for Meaningful Performance Management Incentives

We’re big fans of performance management. We know that for people to achieve their best, they need clear definitions of excellence, resources and tools to achieve that benchmark, and frequent, action-oriented feedback that drives their development. Too often, however, organizations don’t know how to link performance management efforts with valuable incentives for their talent.

Before we dig in, let’s get one thing out of the way: incentives in the workplace are not inherently good or bad. Done well, incentives can be a powerful tool for motivation, recognition and reward. Done poorly, incentives can lead people to feel controlled or set up for failure.

Incentives come in all shapes and sizes but most fit within one of the five Rs:

  • Rewards: salary, incentives, bonuses, benefits
  • Responsibilities: variety, autonomy, challenge, promotions, learning
  • Relationships: coworkers, supervisors, clients, and customers
  • Reputations: image, respect, appreciation, feedback
  • Rest & Relation: hours, scheduling, flexible, travel, location

So what now? Maybe you want to give a bonus to high-performers, grant newcomers more autonomy or show appreciation to employees who routinely go above and beyond. In any situation, here are three recommendations to help you build a foundation for offering incentives:

  1. Set achievable, meaningful, and controllable benchmarks for employees. Ambitious goals are great but they should not be impossible to reach. Similarly, desired outcomes must matter to the person and organization. If mission driven, make clear the connection between the individual’s impact and how it helps the the organization get closer to their vision. It may seem obvious, but people also have to know that what they will be measured against can be reached by the levers within their control. We would never evaluate a bank teller by the number of light bulbs that need to be changed monthly, so test your goals to ensure a direct line back to employee actions and responsibilities.
  2. Know what people want. A huge problem is that organizations generally don’t know what their people want. For example, leaders may assume everyone is motivated by the same things or rely too heavily on what has historically been motivating. Particularly in large or longstanding organizations, there is too much application of the golden rule (treat others as you want to be treated) by decision-makers and not enough of the platinum rule (treat others as they want to be treated). There’s no secret to fixing this problem; you need to do your research (e.g., ask employees, read research on generational shifts, talk to industry leaders) and pilot before full-scale launch. The best approaches customize incentives for specific groups or individuals.  
  3. Keep support and growth at the center. Earning an incentive should not be the end of the journey for your employees. Milestones are important, but should always be coupled with a “what’s next?” conversation so that people feel you are genuinely invested in their growth and development (which we hope you are!) and can tangibly see the road ahead. If one does not yet exist, take the opportunity to co-create. A common pitfall is focusing too much on monetary or extrinsic rewards, sometimes to the detriment of strong intrinsic motivators. Focusing on continual improvement and long-term development will help mitigate this risk.  

How have you effectively implemented incentives? What’s been the most interesting outcome? Sound off in the comments below!

Three Steps to Avoid Common Observation Biases

We all have biases. Whether picking an ice cream flavor or choosing to take the scenic route rather than the highway, we all operate with mental models that place disproportionate weight on certain factors that move our judgment in favor of one option when compared to another.

When observing and evaluating teacher practice, there are numerous opportunities for biases to creep in. Just think of all the factors that go into a lesson: the subject, grade, school, teacher, time of day, lesson structure, materials used and more. An observer may think to themselves, “the students were well-behaved for the first class right after lunch”. A different person observing that same lesson may think, “if I was teaching this class, I would have used a different text.” Both of these sentiments may be true, but they have to be placed aside before conducting a visit so that observers can focus on objective teacher and student actions.

In short, great observers, coaches, and evaluators must identify, then set aside, biases in order to fairly and accurately evaluate and develop teacher practice.

Common biases include:

  • Confirmation bias: the tendency to search for or interpret information in a way that confirms one’s preconceptions,
  • Halo effect:  the tendency for a person’s positive or negative traits to “spill over” from one area of their personality to another in others’ perceptions of them, and
  • Mirror bias: the tendency to judge performance as “good” if it is “like I would have done it.  

A full table of common observer biases with examples can be found here: Observer Bias Examples

In order to mitigate the impact of these biases, great observers should ask themselves three questions:

Round 3: Looking Back, Looking Ahead

In our previous two posts (here and here),  Sarah and Grant shared reflections on the past year and projects they are looking forward to in the coming months. To bring us home, Jessica shares lessons learned on working through complexity and opportunities to lead with appreciation.

What I learned: I have spent most of my career in education supporting and working in large bureaucracies, namely large urban districts and state education agencies. Just prior to joining Hendy Avenue I was in senior leadership in one of the largest school districts in Ohio. Each of the organizations I’ve worked with in the past have faced challenges, and I tended to chalk those up to organizational complexity, and the difficulty that comes with arriving at solutions when you must invest a large number of people and perspectives in the strategies. After spending my first year with Hendy working with diverse organizations and districts, I came to appreciate that the challenges I faced in past contexts are not so different from those faced by clients of all sizes. I’ve learned that it’s often not only the scale and bureaucracy that causes the challenges we face in K-12 education, and that we can learn a lot from organizations of different sizes and types in finding solutions.  As we partner with our clients this year, we are excited to continue to bring lessons learned from all shapes and sizes of districts, states, schools and networks to arrive at solutions to problems.

What I’m excited about: I am so happy to get to continue to partner with Independence Mission Schools in Philadelphia. Having attended Catholic schools as a child, I have a great appreciation and admiration for the work IMS is doing for some of Philadelphia’s most deserving students. We learned a lot from IMS’ leaders and teachers as we supported them last fall to implement their new instructional framework, and to modify that framework to fit their Catholic culture. Now, I’m excited to continue to support IMS leaders as they deeply invest in teachers through teacher leadership. This project has been a welcome opportunity to explore how others are solving a problem, learn more about the context, strengths and opportunities in IMS schools, and devise a program that makes a difference for teachers, and students, across the network.