Revisiting Equity in Rubrics: The Hendy Instructional Excellence Rubric

A few years ago, we published a blog post, “Collaborating to Examine Teacher Observation Rubrics for Equity,” which marked a meaningful step in Hendy’s commitment to advancing diversity, equity, inclusiveness, and justice (DEIJ) through our expertise in teacher evaluation. The post detailed our initial, intentional work to examine teacher evaluation rubrics—a primary area of our influence—through an anti-racist lens.

Revisiting this work now offers a valuable opportunity to reflect on what we’ve learned, how the conversation has evolved, and the critical importance of sustained, deeper engagement in this area.

What We Set Out to Do (And Why It Still Matters)

Our initial thesis was simple: teacher evaluation rubrics, as drivers of teacher practice and leader coaching, must be improved to actively dismantle rather than inadvertently uphold dominant (and/or oppressive) norms, values, and culture.

To that end, we engaged a powerful, identity and role-diverse team of experts to critically examine four existing rubrics. 

Our original goals for the examination remain – to identify:

  1. Language or expectations in the rubric that values white dominant norms, values, and culture over those of other racial groups; 
  2. Language in the rubric that is supportive of equity (specific practices, mindset cues for teachers, etc.); and 
  3. Missed opportunities in the rubric to advance equity of instruction for students.

Evolving Our Perspective: From Identification to Action

Since publishing the original post, our understanding and commitment have deepened in several key ways:

  • Beyond “A Separate Indicator”: While our original piece discussed structural features like including DEIJ as a separate indicator versus baking it in, we now advocate for the latter. Placing equity in a single section risks making it a compliance check. Equity must be the lens through which all teaching indicators are viewed—from classroom environment and culture to instructional planning and assessment.
  • The Role of the Student: Our initial examination surfaced the tension between student-focused and teacher-focused rubrics. Today, we emphasize that any equitable rubric must center the student experience. It’s not just about what the teacher does, but what students experience as a result, particularly students who have been historically marginalized. This requires rubrics to be exceptionally clear on the visible evidence of equitable student outcomes and agency.

The Hendy Instructional Excellence Rubric provides a vision of excellence in teaching and learning across K-12 classrooms of all subjects. It intentionally focuses on both teacher actions and student outcomes as a way to keep students at the center of the work. It also integrates equity as a lens across all indicators in the rubric. 

Looking Ahead: Guidance for the Next Phase

Since this initial examination of equity in rubrics, and our publishing of the Hendy Instructional Excellence Rubric, our core belief has only strengthened: improving teacher observation rubrics is an essential step toward creating anti-racist schools where all students can succeed. The tool itself is powerful not just for evaluation, but for professional learning—it sets the expectation for what quality teaching means. And if that expectation doesn’t actively advance equity, it is actively hindering it.

We continue to be energized by the opportunity to engage with partners on this critical work. If you or your team are ready to move from identifying bias to designing for equity in your evaluation tools, or you want to give the Hendy Instructional Excellence Rubric a try, please reach out.

Building a Coherent, Network-Wide Evaluation and Coaching System: Excel Academy Charter Schools and Hendy Avenue

Since 2024, Excel Academy Charter Schools (Excel) and Hendy Avenue Consulting (Hendy) have partnered to design and implement a comprehensive, coherent system for developing, supporting, and evaluating both teachers and leaders across the network.

What began as rubric refinement and committee work evolved into a holistic system that now includes:

  • A comprehensive Teacher Observation and Feedback Tool
  • A School-Leader Evaluation System, including a year-long Leader Development & Evaluation Framework (LEDF) pilot
  • A codified, network-wide instructional coaching model
  • Embedded leadership coaching for senior academic leaders

Together, this partnership moved Excel from tool design to system implementation — aligning evaluation, coaching, and leadership development under one shared theory of change.

The Goals of the Work

Across phases (October 2024–June 2026), the partnership between Hendy and Excel centered on three major goals.

1. Articulate a Clear Vision of Excellence 

Excel sought to define:

  • What excellent teaching looks like.
  • What excellent school leadership looks like.
  • What excellent instructional coaching looks like.
  • How all three connect in one coherent system.

Excel partnered with Hendy to design several tools and frameworks to codify these definitions. Together, Excel and Hendy created: 

  • A comprehensive Teacher Evaluation Tool – The Excel Observation Rubric 
  • A comprehensive School-Leader Evaluation System 
  • A unified Leader Development & Evaluation Framework (LEDF) pilot for 2025–26

The goal was not just documentation — it was clarity. Leaders and teachers needed a shared understanding of excellence and growth. These frameworks provide that clarity. 

2. Operationalize the Vision Through Implementation

While quality tools that define excellence is a start, implementation of that definition with aligned support is what really changes practice. In 2025-26, Hendy and Excel’s work shifted explicitly toward operationalization of these frameworks. This work has included piloting the LEDF across the network. This pilot includes:

  • Training for evaluators.
  • Collecting feedback through surveys and focus groups.
  • Refining guidebooks based on that feedback, and building supporting materials.

The work has also included executing on a coherent instructional coaching model across the network. Hendy has worked with Excel instructional coaches to:

  • Train coaches and leaders on a defined coaching model.
  • Conduct site visits at schools to support coaching and development around elements of the coaching model.
  • Host recurring professional development and office hours to provide both proactive and responsive support for coaching.

3. Build Internal Leadership Capacity

Beyond tools, Excel wanted to refine leadership muscle. Over the two years of our partnership, Hendy has supported building Excel leadership capacity through leadership coaching for the Managing Director of Academic Leadership and the Director of Talent. Our work has also included ongoing weekly strategic check-ins with the Chief Schools Officer to ensure coherence and alignment across the work. And, Hendy has worked to develop internal facilitation capacity by creating training sessions that Excel leaders are supported to deliver directly to staff. The long-term goal of this support is to ensure that Excel can sustain excellence without the support of an external partner. 

The Partnership Model

The success of the partnership between Excel and Hendy is rooted not just in goals and deliverables, but in the nature of the partnership.

1. Strategic, Not Transactional

The weekly check-ins with senior leadership created a rhythm of decision-making, troubleshooting, prioritization and iteration. This work is not “deliver and disappear” consulting. It is embedded strategy work.

2. Co-Construction with Stakeholders

Committee structures were central in both teacher and leader system design. Excel leaders participated in design sessions; provide feedback; pilot components; and refine language and tools. Co-construction has created buy-in to the strategies, and helped to avoid change fatigue so common when new initiatives are implemented. 

3. Change Management Embedded Throughout

Each of Hendy’s scopes of work with Excel anticipate change-management challenges:

  • Balance feedback with decisiveness.
  • Avoid overwhelming stakeholders.
  • Clarify messaging.
  • Stage implementation in phases.

Communication drafts, surveys, focus groups, and steering committees are intentional levers — not afterthoughts.

Results to Date

Excel’s effort to define excellence and implement systems is ongoing. By mid-pilot (SY25–26), Excel has:

  • An embedded and system-wide adopted Teacher Observation Rubric.
  • A unified leader evaluation framework.
  • A year-long pilot generating structured feedback on the LEDF.
  • A structured coaching model with ongoing PD.
  • Internal leaders trained to implement and refine systems.
  • Clear alignment between coaching and evaluation.

The system now connects: Teacher Practice → Coaching → Leader Practice → Evaluation → Growth

Conclusion

Over two years, Hendy and Excel have moved from defining excellence to implementing excellence.

The work has shifted Excel from:

  • Tools → Systems
  • Isolated PD → Coherent development arc
  • Informal coaching → Codified coaching model
  • Static evaluation → Iterative pilot with feedback loops

The next phase (SY26–27) positions Excel for full implementation of a coherent, internally sustained development system. Hendy is thrilled to continue to partner with Excel in this critical work.

Interested in a partnership with Hendy? Reach out to Jess to schedule a call.

Transforming Teaching: An Observation Coaching Protocol

Every educator knows that a rubric alone doesn’t change a classroom—it’s the conversation around that rubric that sparks growth. If you’ve downloaded the Hendy Instructional Excellence Rubric, then you know about the accompanying observation coaching protocol. This protocol provides a precise, 30-40 minute roadmap for leaders to effectively coach and support teachers. 

We are excited to spotlight this protocol adapted from Paul Bambrick-Santoyo and Uncommon Schools. Uncommon maintains their position as pace setters in people development; check out Leverage Leadership 2.0, in addition to the Uncommon Schools’ blog for more incredible resources, in addition to- we, and the entire field, are indebted to their work.

Here is a breakdown of how this tool transforms a standard debrief into a high-impact coaching session.

The 6-Step Coaching Roadmap

The protocol is divided into six distinct phases designed to move from celebration to practice.

1. Precise Praise (1-2 Minutes)

Start by grounding the conversation in success. Leaders are encouraged to share concrete statements of praise that recognize strengths or the implementation of previous feedback.

2. The Discussion (10-15 Minutes)

This is the “meat” of the meeting, divided into three phases:

  • Identify the Goal: Collaboratively define what excellence looks like for a specific rubric indicator.
  • Explore the Gap: Present evidence from the observation to identify the difference between the current practice and the goal.
  • Close the Gap: Use modeling, exemplar videos, or reflective questioning to determine how to bridge that gap.

3. The “Bite-Sized” Action Step (2 Minutes)

The leader names one specific, observable, and “bite-sized” action step. For example, instead of “improve monitoring,” a step might be: “Pre-plan a circulation route for the next lesson’s independent practice”.

  • Key Requirement: Have the teacher restate the action step and write it down to ensure total alignment.

4. Plan Ahead (3-5 Minutes)

Don’t leave the implementation to chance. Collaboratively design or revise upcoming lesson plans to integrate the new action step. This involves reviewing materials and identifying exactly where the new strategy fits best.

5. Practice! (10-15 Minutes)

This is often the most overlooked step in coaching. The teacher practices the action step through role-play.

  • Immediate Feedback: The leader pauses the practice at any point to provide feedback and the teacher repeats the exercise until it is successful.
  • Increased Complexity: Once the basics are mastered, the leader adds “real-world” challenges, like a disruptive student or a more difficult question.

6. Follow-up (1-3 Minutes)

End by confirming the timeline. Set a specific date for the next observation or a deadline for reviewing a modified lesson plan.

Why It Works

By focusing on one measurable action and providing a safe space to practice before the next class, this protocol moves beyond “giving advice” and into true skill-building. Want your own copy of the Observation Coaching Protocol and Planning Guide? Download the Hendy Instructional Excellence Rubric, or reach out to Jess!

The Heavy Lifting Framework: Getting Kids To Do the Thinking

In our work supporting schools and school systems, we get the honor of visiting classrooms across all grades and subjects. And, regardless of the school system, geography, age of kid, or content, we are seeing similar challenges in all of our visits: kids are too often not being asked to do the rigorous thinking work at the heart of the lesson. Instead, teachers are holding too tight and reducing the cognitive load on kids. The result – a lack of independence in students. 

Why is this happening? In almost all systems we support, schools and teachers have adopted and are using high-quality instructional materials (HQIM). That’s a good thing! What we’re seeing, though, is that teachers often hold so tightly to the lesson structure or over-scaffold the work using those materials that students are left merely copying, following steps without genuine struggle or connections, or being guided in a way that stifles independence and problem-solving. This results in “adults doing the heavy lifting,” which prevents students from developing the deep thinking capacity we want to see.

How the Heavy Lifting Framework Can Help

In these classrooms, the ingredients are there: HQIM, productive classroom environments with kids ready to learn, and willing teachers who are working diligently to support their students. We created the Heaving Lifting Framework to support instructional leaders to coach teachers to move from doing the thinking to putting the work on kids. This framework provides coaches and instructional leaders with a clear lens to diagnose this challenge and coach teachers effectively. It focuses on two core components for creating a classroom where students own the thinking: Planning and Execution.

1. Diagnose the Issue (Planning)

Instructional leaders can use the framework to ask:

  • Bottom Line: Does the teacher know the precise learning goal—the bottom line—of the lesson, and are all tasks driving directly towards it? 
  • Exemplary Work: Has the teacher clearly identified exemplary work (written or verbal) aligned to grade-level expectations, which defines the high bar they are listening for during the lesson?

2. Support the Teacher (Execution)

The framework offers concrete support for in-the-moment coaching:

  • Lesson Structure and Work Time: Does the lesson structure include sufficient, uninterrupted time for students to think, write, discuss, and apply the concepts? Is the teacher circulating during this time to identify trends in student data and to provide feedback on student work?
  • Appropriate Scaffolding: Is the teacher providing an appropriate amount of scaffolding? This means offering enough context to launch students into the work, but resisting the urge to overscaffold with too many leading questions or by telling students how to solve the problem. Do students have what they need to get started and try on their own?

Supporting Teachers To Pass Off the Thinking

It’s easy to say that kids should be doing the thinking in the classroom, but we’ve found that it’s a lot more difficult to articulate the teacher moves to make that happen. The Heavy Lifting Framework has proven to be useful for the instructional leaders we support. The framework can be a meaningful tool to guide both planning and instructional walkthroughs to support teachers to shift the balance of cognitive work. This is how we support students to ensure that they build the independence they need to succeed. 

Want to learn more about supporting kids to do the heavy lifting? Reach out to Jess to schedule a call.

From 46% to 73% Proficiency: Building a Culture of Mathematical Thinking at Hebrew Public – Hebrew Language Academy

A Case Study in Sustained Partnership and Leadership Development

By Hendy Avenue Consulting

The Challenge

When Hebrew Public’s new Chief Schools Officer reached out to Hendy Avenue Consulting nearly seven years ago, the network was ready to transform its mathematics program. They weren’t just looking for curriculum recommendations or professional development sessions. They needed a partner who could help them fundamentally shift how their schools approached math instruction – from procedures and algorithms to deep understanding and critical thinking.

Changing math mindsets and instructional practices requires more than content knowledge. It demands leadership development, strategic thinking, and sustained support to build capacity at every level of the organization.

The Partnership Approach

What began as a math program evaluation evolved into a comprehensive, multi-year partnership spanning talent strategy, leadership development, and instructional improvement. This case study focuses on one powerful example of that work: Hendy’s coaching relationship with Daniella Steinberg, Head of School at Hebrew Language Academy (HLA).

Building on Strengths

When Hendy consultant Jeremy Abarno began working with Daniella more than five years ago, Daniella had already been a teacher and instructional leader at HLA for many years and brought critical leadership strengths to the role: her decision-making was always student centered, she had a strong eye for quality instruction, a keen ability to consider multiple perspectives, and a balanced approach to communication – kind and direct.

The initial work with Daniella was around clarifying her vision, strategic planning, goal setting, and developing content-based strategies to drive teacher development and student results.

The Coaching Process

Jeremy’s coaching approach centered on three interconnected elements:

1. Clarifying Vision and Strategy They used a theory of action to articulate goals and the strategy to achieve them. This framework became the north star for all decisions about curriculum, professional development, and resource allocation.

2. Making Ideas Actionable Coaching sessions weren’t just about reflection – they were about doing. Jeremy and Daniella worked together on strategic planning, turning ideas into concrete implementation plans with clear measures of success.

3. Building Accountability Systems They established rhythms for measuring progress and adjusting when necessary, ensuring that strategy didn’t just exist on paper but lived in daily practice.

As Jeremy describes it: “Our coaching process was based around goal setting, honest conversations about growth areas and aspirations as well as lots of doing – doing the strategic planning together, helping her articulate and make her ideas actionable and then partnering with her to ensure that she had an implementation plan.”

The Frameworks and Tools: Several key frameworks and protocols drove the work at HLA:

Theory of Action: A clear articulation of goals and the strategy to achieve them, ensuring all stakeholders understood not just what they were doing but why.

Consistent Data Review: Both short and long cycle results allowed the team to study their rate of improvement and make strategic adjustments. This data-driven approach kept the team focused on outcomes rather than falling in love with inputs.

Content-Based Protocols: Intellectual preparation and planning protocols ensured instruction remained at a rigorous level, with teachers deepening their understanding of grade-level concepts and the connections across grade levels.

Walkthrough Protocols with the Hendy Instructional Excellence Rubric: These protocols engaged Daniella’s leadership team in calibrating their observations and then engaging teachers in cycles that balanced support and accountability.

Practicing Crucial Conversations: Repeatedly rehearsing and refining the conversations needed to help people grow – because leadership development isn’t just about knowing what to say, it’s about being able to say it effectively.

According to Jeremy, “The main ingredients that made this approach successful were humility, investment in growth, and a willingness to let the data and outcomes tell us how we were doing rather than falling in love with our inputs.”

The Three Fundamental Shifts

Over the course of the partnership, three key transformations emerged in mathematics instruction at HLA:

1. What Was Valued Changed

From: Valuing correct answers
To: Valuing proof of understanding

This shift was driven by changing assessments and curriculum to focus on critical thinking and problem-solving that required proof and connection-making. Students needed to demonstrate not just that they could arrive at an answer, but that they understood why it worked.

2. Teacher Training and Coaching Evolved

From: Focusing primarily on content delivery
To: Emphasizing thinking for both teachers and students

Teachers engaged in intellectual preparation sessions where they deepened their understanding of grade-level math concepts as well as preceding and following grade levels. This allowed them to understand what foundational knowledge students needed and what connections students could make to future learning.

Student thinking became centered in two ways: teachers anticipated how students might solve problems, and they reviewed student work to understand what students were demonstrating and what they still needed to learn.

3. Student Investment and Engagement Transformed

From: Students as passive recipients of procedures
To: Students as active mathematical thinkers

Students became eager to share their thinking with the class – presenting strategies, defending their thinking, and even critiquing their classmates’ reasoning. Students knew their ideas were valued and that they could learn from each other.

The Results

The numbers tell a powerful story:

  • School Year 2021-22: 46% of students in grades 3-8 achieved proficiency on the NYS math exam
  • School Year 2023-24: 73% of students achieved proficiency. That’s a 27 percentage point gain – representing hundreds of students who are now on track to meet college and career readiness standards in mathematics.

But the quantitative data only captures part of the impact. The qualitative transformation is equally significant:

  • Teachers who now approach math instruction with deeper understanding and confidence
  • Students who see themselves as mathematical thinkers, not just answer-generators
  • A school culture that values critical thinking across all subjects, not just math
  • Leaders equipped with the tools and frameworks to sustain and continue this improvement

HLA has gone from having about 4 out of every 10 students being on track to meet college and career readiness standards to having 7 out of 10 students on track – and they’re not stopping there.

The Most Significant Transformation

While the math gains are impressive, Jeremy identifies something even more important: “The most significant transformation is the connections that leaders and teachers at HLA have made across the curriculum. Comprehension and critical thinking isn’t just a math skill – it is something that the school strives for in every subject.”

This is the power of deep, sustained partnership. What began as mathematics improvement evolved into a fundamental shift in how the school approaches teaching and learning across all content areas.

The Hendy Difference: What Made This Partnership Work Over Nearly Seven Years?

Contextual Expertise Over Generic Solutions

This isn’t consulting where you deliver a manual and move on. It’s partnership where you understand the specific people, culture, and challenges of an organization and adapt proven approaches to fit their reality. “Matching, or meeting folks where they are is just as important as expertise,” Jeremy emphasizes. “You build capacity by understanding context, investing in and clarifying the leader’s goals, and supporting their attainment of those goals.”

This principle shaped every coaching conversation, every framework implementation, and every strategic decision throughout the partnership.

What’s Next

Over 5 years in, and the partnership between Hendy Avenue Consulting and Hebrew Public Charter Schools as a network continues. The work has expanded beyond mathematics at one campus to encompass talent strategy and leadership development across the network.

The foundation built at HLA  – the frameworks, the mindsets, the culture of critical thinking – continues to drive results. The HLA team is equipped with the tools, the experience, and the track record to continue pushing toward even more ambitious goals.

And throughout that building, students are defending their mathematical reasoning, critiquing each other’s strategies, and discovering that they are mathematical thinkers capable of solving complex problems.

That’s the real measure of success.

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.

Beyond the Checklist: Coaching for Impact Using an Arc of the Year Strategy

Imagine this: a new school year begins, and as a teacher, you’re handed a rubric with 16 different instructional practices, all deemed “essential” for excellence. Your coach then informs you they’ll be observing and coaching you on… well, all of them. Sound familiar? If you’re a coach, teacher, or school leader, you probably recognize the immediate feelings that arise from this scenario: overwhelm, scattered focus, and a sense of “where do I even begin?”

At Hendy Avenue, we recognize a fundamental truth about instructional coaching: you can’t effectively coach (or be coached on) 16 different things at once. It’s simply not sustainable.

Here’s why the “all at once” approach falls short:

  • Coach Overwhelm: For coaches, trying to observe, provide feedback, and support growth across a vast array of indicators for every teacher is a recipe for burnout. The coaching becomes superficial, lacking the depth needed for true impact.
  • Teacher Overwhelm: Teachers, already juggling countless responsibilities, are left feeling inadequate when faced with a long list of “areas for improvement.” This can lead to frustration and a lack of clear direction.
  • Not All Indicators Are Created Equal: Some instructional practices are foundational, forming the bedrock of an effective classroom. Others are more advanced, building upon those initial skills. Treating them all with the same urgency neglects this natural cascade of development.
  • Lack of Coherence: When every coach is focusing on different aspects of the rubric, and every teacher is getting varied feedback, the school’s PD efforts become fragmented. It’s incredibly difficult to have aligned PD that truly supports the coaching happening in classrooms if there’s no shared focus. This creates a chaotic environment where teachers receive “random” information rather than a coherent, supportive system.

Enter the “Arc of the Year”: A Strategic Approach to Coaching and PD

To combat this potential overwhelm, we advocate for chunking the Hendy Instructional Excellence Rubric and the associated coaching into manageable “arcs” across the school year. This strategy brings focus, coherence, and ultimately, greater impact to your instructional improvement efforts.

The Hendy Instructional Excellence Rubric is organized into four domains, each with an essential question and a set of indicators that describe what an effective classroom looks like. Our “Arc of the Year” strategy aligns with these domains to provide a clear pathway for teacher development. The goal for each teacher is to work toward a rating of “Proficiency” or a “Level 3” during each observation on each Indicator.

Here’s how it works:

Arc 1: Building a Strong Foundation (Domain 1: Classroom Culture)

The beginning of the school year is crucial for establishing a predictable, accessible, and joyful learning environment. How you start is how it is. Therefore, Arc 1 is intensely focused on Domain 1: Classroom Culture.

  • PD Alignment: Your school-wide professional development should be specifically designed to reinforce strong routines, cultivate joy, and build positive relationships.
  • Focused Observations & Feedback: When a coach enters a classroom, their observations and subsequent feedback are laser-focused on these foundational elements. They’re looking specifically at indicators related to predictable routines, high expectations for all, community and relationships, and academic joy. 
  • Targeted Coaching: Coaching conversations and support are rooted in these Domain 1 indicators. If a coach observes a classroom struggling with transitions, the coaching will center on strategies for smoother routines, and use the Core Teacher Skills from Domain 1 to help.

A critical nuance: if you’re coaching an experienced teacher who has already established a beautiful classroom culture, the coach shouldn’t waste time on what’s already mastered. Instead, the coach should look ahead within the framework and begin to coach that teacher on what they need, even if it falls outside the general Arc 1 focus. This personalized approach is key.

Arc 2: Deepening Instructional Practice (Domain 2: Lesson Content & Implementation)

Once a significant majority of teachers in a school have established a strong classroom culture, it’s time to move on to the design and implementation of instruction. Arc 2 shifts the focus to Domain 2: Lesson Content & Implementation. This domain addresses whether students are engaged with content that is purposeful, rigorous, and differentiated.

  • Data-Driven Decisions: This transition is often informed by school-wide data. Are we seeing issues with student engagement in academic tasks? Are students demonstrating deep understanding, or just surface-level recall? This data guides the specific indicators within Domain 2 that will be prioritized.
  • Coaching Alignment: During this arc, coaches are focused on things like lesson alignment, pacing, rigor, and differentiation. The goal is to ensure teachers are spending the most time on the most important concepts and that students are engaging in productive struggle with the content.  When coaches enter classrooms, their observations and feedback are centered on these indicators. The majority of a teacher’s coaching should be in this arc unless they have a foundational gap in a prior domain.

Arc 3: Centering Student Thinking (Domain 3: Student Thinking)

After a strong foundation in classroom culture and lesson execution is established, the arc shifts to

Domain 3: Student Thinking. This domain asks to what extent students are responsible for the thinking, speaking, writing, and creating in the classroom.

  • Coaching Alignment: When coaches observe during this arc, they are focused on the ratio of teacher to student thinking. Key indicators in this arc include questioning, ensuring students are doing the “heavy lifting,” discussion facilitation, and building content expertise in students. A coach will look to see if the teacher is asking questions at a variety of levels and if students are supporting their answers with evidence and explanation. The focus is on ensuring students are the ones doing the intellectual work.
  • PD Alignment: School-wide data from coaching helps to inform school-wide PD. If, in Arc 3, many teachers are struggling with facilitating student discussion, then the school might plan a PD focused on techniques for discussion facilitation. The goal is to ensure that PD is aligned and coherent with support in individual coaching.

Arc 4: Responsiveness to Learning (Domain 4: Responsiveness to Learning)

The final arc of the year focuses on Domain 4: Responsiveness to Learning. This domain addresses how teachers use data and feedback to ensure students are learning and to reteach or provide support for more precise understanding.

  • Coaching Alignment: This arc is centered on how teachers actively monitor student learning, use data to make instructional decisions, provide intentional feedback, and teach with purpose. Coaches will observe how teachers circulate to evaluate student progress and how they adjust their teaching based on misconceptions. This is about closing the loop of instruction, ensuring that student learning is continuously being assessed and supported.

The “Arc of the Year” is a framework, not a rigid straitjacket. While the general focus shifts, individualized coaching remains paramount. If a teacher’s classroom management significantly deteriorates, a good coach will still address that immediate need, regardless of the current arc. Conversely, if a teacher is excelling in the current arc’s focus, the coach should proactively move to areas where that teacher is ready for more advanced development. By strategically chunking the rubric into these arcs, schools can transform an overwhelming set of indicators into a clear, coherent, and highly effective pathway for teacher growth and student success.

Want support designing an arc of the year strategy for your school or district? Send us an email!

Unlock Teacher Growth with Hendy Instructional Excellence Rubric Training

The Hendy Instructional Excellence Rubric is more than just a tool for evaluation; it’s a comprehensive framework for professional growth. To ensure schools and districts can effectively leverage this rubric, Hendy provides a range of training and support services tailored to different needs and levels of engagement.

Our trainings can be tailored to your school’s specific needs, and are always a dynamic learning experience for your teachers and leaders. Don’t take our word for it – see below for feedback from Hendy training participants!

I loved all the content and the calibration with the videos and discussion was incredibly helpful. I also LOVE the rubric and am excited to use it!

Director of student services

The first session where we did a deep dive into the rubric was very helpful! We were able to take time to internalize the rubric, understand its purpose and structure, and practiced norming and applying the rubric to different scenarios.

Anonymous

The debrief of the rubric plus the norming and certification tasks were extremely useful and fun!School Dean of Curriculum and Instruction

High School Dean of Curriculum and Instruction

Hendy offers four main types of training and support to help school leaders and teachers master the rubric and integrate it into their daily practice:

  • Rubric Training Materials + Train-the-Trainer: This option is ideal for schools that want to build internal capacity. Hendy provides a complete set of training materials, including slides, facilitator guides, and videos, for both school leaders and teachers. Additionally, we offer virtual “train-the-trainer” sessions to empower a school’s own staff to become expert facilitators.
  • Rubric Training Facilitation: For schools seeking direct expertise, Hendy’s professional facilitators can lead training sessions. This ensures that leaders and teachers receive in-depth, hands-on instruction from those who know the rubric best.
  • Readiness Assessment and Recommendations: Before a full-scale implementation, it’s crucial to understand your system’s current state. Hendy can conduct a thorough readiness assessment, including data collection and a written report with strategic recommendations, to ensure a smooth and successful rollout.
  • Evaluation Design, Pilot, and Implementation: This is a highly customized service designed to align the Hendy rubric with your existing evaluation and development processes. It includes personalized support for stakeholder engagement, policy development, rubric customization, and continuous training to guarantee a seamless and effective implementation.

Whether you’re looking to build internal expertise, receive direct training, or get a customized implementation plan, Hendy’s training services are designed to help your educators thrive and create a culture of instructional excellence.

Reach out for more information on how we can support you!

What You Measure is What Matters: Why We Care So Much About Instructional Rubrics

The most critical in-school factor in a student’s learning outcomes is the quality of the teacher in the classroom. Teachers deserve feedback, coaching, and growth opportunities that support them to be the best they can for their students.  To truly foster professional growth and ensure high-quality instruction for all students, we need a way to measure and define what “good” teaching looks like. This is where a high-quality teacher observation rubric becomes an indispensable tool. A great rubric is more than just a checklist; it’s a shared language and a roadmap for excellence. The fundamental principle at play is simple: what we measure is what matters. The selection of the tool or tools we use to guide classroom observation and teacher development is a signal of what we value most in teaching and learning.

That’s why we have shared the Hendy Instructional Excellence Rubric free-of-charge with our community. The Hendy Rubric articulates the specific, observable teacher behaviors that drive student outcomes. This clarity provides teachers with a clear understanding of expectations. They know exactly what they’re being coached on and how their performance will be evaluated. The rubric also helps school leaders and coaches calibrate on a shared definition of excellence. When everyone is using the same criteria and language, the feedback a teacher receives becomes more consistent and reliable. 

The Hendy Instructional Excellence Rubric moves beyond simply articulating what a teacher does and instead focuses also on what students are learning and doing. A teacher’s input is only as effective as the resulting student output. By ensuring the indicators include both teacher actions and student actions, the rubric encourages a shift in mindset. It prompts teachers to ask, “Is what I’m doing leading to meaningful learning for my students?” This focus on student outcomes is the ultimate measure of success and the core purpose of all instructional support.

The Hendy Instructional Excellence Rubric can help you to measure what truly matters in teaching in service of student outcomes. Providing targeted, focused coaching and support allows leaders to  empower teachers to be their best and ensure that all students receive the high-quality education they deserve.

Want to know how the Hendy Instructional Excellence Rubric can help you measure what matters? Reach out to Jess at jessicawilson@hendyavenue.com.

Re-Introducing the Hendy Instructional Excellence Rubric: A Renewed Vision for Teaching Excellence

The Hendy Instructional Excellence Rubric has been a cornerstone of our work at Hendy Avenue Consulting, designed to help educators create equitable and high-impact learning environments. We’re re-introducing it with a renewed focus on its core purpose: to be a practical, actionable roadmap for teachers and school leaders.

Why This Rubric Matters

The Hendy Rubric was built on a simple, yet powerful belief: every child deserves excellent instruction. Developed in partnership with teachers and leaders, it offers a clear vision for what excellent teaching looks like. It’s not a checklist; it’s a vision of excellent teaching and learning to help you reflect on your practice and grow as an educator.

What Makes the Rubric Unique?

What sets the Hendy Rubric apart is its balanced approach. It seamlessly integrates academic rigor with social-emotional learning, recognizing that both are critical for student success. The rubric is structured into four key domains, each with clear indicators of excellence:

  1. Classroom Culture: Creating a predictable, equitable, and positive learning environment.
  2. Lesson Content & Implementation: Focusing on rigorous, standards-aligned, and differentiated instruction.
  3. Student Thinking: Encouraging active student engagement and critical thinking.
  4. Responsiveness to Learning: Using data and feedback to guide instruction and ensure every student grows.

Watch this brief video to hear more about the rubric structure from Hendy’s Erica Murphy.

Putting the Rubric into Practice

While the rubric is a free tool, its real power comes from thoughtful implementation. We’ve seen schools achieve remarkable results by using it as a foundation for professional development, peer observation, and coaching. It provides a common language for discussing teaching and learning, fostering a culture of continuous improvement. We’re excited to see how you continue to use this powerful tool to unlock excellence in your classrooms. Download the free rubric here, and reach out for help with implementation!