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Priority Schools
Consultancy Protocol
The Tuning Protocol: Tuning a Plan1
Introduction
When you tune a plan you have two basic components: a set of goals and a set of activities
sequenced in a way that you believe will help the people you work with to meet those goals. The
general objective is to get feedback from your colleagues about the degree to which the activities
you structure seem likely to get your group to these goals. The plan is “in tune” when the goals and
activities are most in alignment.
Time: Approximately 1 hour
Roles: Presenter, Participants (organized into small groups of 3-4), Small Group Facilitator (who
also participates), Small Group Recorder and Large Group Facilitator

1. Presentation to the Large Group (10 minutes)
• Context for coaching plan (NL cohort/tenure, school demographics, student achievement,
  diagnostic results)
• Goals that drive the coaching plan
• Focusing question for feedback
NOTE: This question should be a more specific version of the general objective above.
Participants are silent.

2. Clarifying Questions from the Large Group (5 minutes)
• Clarifying questions are matters of fact. Save substantive issues for later. The facilitator is
  responsible for making sure that clarifying questions are really clarifying. These questions are
  for the benefit of those who ask them.

3. Examination of the Plan (7 minutes)
• Participants read the plan, taking notes on where the plan seems “in tune” with the stated goals
  and where there might be problems.

4. Pause to Reflect on Feedback (2-3 minutes)

5. Feedback in Small Groups (15-20 minutes)
• Participants talk to each other about the presenter’s plan (2 groups of 3-5 participants call into
  different conference call lines), beginning with the ways the plan seems likely to meet the goals,
  continuing with possible disconnects and problems, and perhaps ending with one or two probing
  questions for further reflection on the part of the presenter. These don’t need to be in tight
  sequence, but participants should always begin with some positive feedback.
• The Presenter may virtually walk around the room (by calling into one or both of the different
  lines) and listen in on groups, but remains silent and doesn’t answer questions or engage in back
  and forth conversation.
• Facilitator may need to remind participants of presenter’s focusing question (also found on the
  gotomeeting screen).
• The Recorder for each small group takes notes from the conversation to be shared with the
  presenter.
• Each small group chooses one item of warm feedback and one item of cool feedback to share in
  the large group.
1
 The Tuning Protocol was developed in the field by educators affiliated with National School Reform
Faculty. It has been adapted for the work of the Priority Schools Mini Action Tank.


                                                                                                      1
6. Sharing Feedback in the Large Group (5-10 minutes)
• Each group shares one item of warm feedback (in a round). When the first round has been
  completed, each group shares one item of cool feedback (again, in a round, and going in the
  opposite direction).

7. Reflection (10 minutes)
• Presenter talks about what s/he has learned from the participants’ feedback. This is NOT a time
  to defend oneself (this is for the presenter and defending isn’t necessary), but a time to explore
  further interesting ideas that came out of the feedback section. At any point the presenter may
  open the conversation to the entire group (or not).

8. Debrief (5 minutes)
• Facilitator-led open discussion of this tuning experience in the large group.




                                                                                                   2

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Priority schools consultancy tuning protocol

  • 1. Priority Schools Consultancy Protocol The Tuning Protocol: Tuning a Plan1 Introduction When you tune a plan you have two basic components: a set of goals and a set of activities sequenced in a way that you believe will help the people you work with to meet those goals. The general objective is to get feedback from your colleagues about the degree to which the activities you structure seem likely to get your group to these goals. The plan is “in tune” when the goals and activities are most in alignment. Time: Approximately 1 hour Roles: Presenter, Participants (organized into small groups of 3-4), Small Group Facilitator (who also participates), Small Group Recorder and Large Group Facilitator 1. Presentation to the Large Group (10 minutes) • Context for coaching plan (NL cohort/tenure, school demographics, student achievement, diagnostic results) • Goals that drive the coaching plan • Focusing question for feedback NOTE: This question should be a more specific version of the general objective above. Participants are silent. 2. Clarifying Questions from the Large Group (5 minutes) • Clarifying questions are matters of fact. Save substantive issues for later. The facilitator is responsible for making sure that clarifying questions are really clarifying. These questions are for the benefit of those who ask them. 3. Examination of the Plan (7 minutes) • Participants read the plan, taking notes on where the plan seems “in tune” with the stated goals and where there might be problems. 4. Pause to Reflect on Feedback (2-3 minutes) 5. Feedback in Small Groups (15-20 minutes) • Participants talk to each other about the presenter’s plan (2 groups of 3-5 participants call into different conference call lines), beginning with the ways the plan seems likely to meet the goals, continuing with possible disconnects and problems, and perhaps ending with one or two probing questions for further reflection on the part of the presenter. These don’t need to be in tight sequence, but participants should always begin with some positive feedback. • The Presenter may virtually walk around the room (by calling into one or both of the different lines) and listen in on groups, but remains silent and doesn’t answer questions or engage in back and forth conversation. • Facilitator may need to remind participants of presenter’s focusing question (also found on the gotomeeting screen). • The Recorder for each small group takes notes from the conversation to be shared with the presenter. • Each small group chooses one item of warm feedback and one item of cool feedback to share in the large group. 1 The Tuning Protocol was developed in the field by educators affiliated with National School Reform Faculty. It has been adapted for the work of the Priority Schools Mini Action Tank. 1
  • 2. 6. Sharing Feedback in the Large Group (5-10 minutes) • Each group shares one item of warm feedback (in a round). When the first round has been completed, each group shares one item of cool feedback (again, in a round, and going in the opposite direction). 7. Reflection (10 minutes) • Presenter talks about what s/he has learned from the participants’ feedback. This is NOT a time to defend oneself (this is for the presenter and defending isn’t necessary), but a time to explore further interesting ideas that came out of the feedback section. At any point the presenter may open the conversation to the entire group (or not). 8. Debrief (5 minutes) • Facilitator-led open discussion of this tuning experience in the large group. 2