SHADOWING PROTOCOL PULL-OUT TABS
Pull-Out Tab
Triggered By:*
A) Budgets and resources
Task 1 – Managing budgets, resources
B) Interacting with teachers or noninstructional staff
Task 3 – Managing instructional staff
Task 4 – Managing non-instructional staff
Task 19 – Informally coaching teachers to improve instruction or their
teaching in general
Task 20 –Formally evaluating teachers and providing instructional feedback
to support their improvement
Task 35 – Interacting socially with staff about non-school related topic
Task 36 – Interacting socially with staff about school-related topic (shop talk)
Task 38 – Counseling staff about conflicts with other staff members
C) Developing safe school environment
Task 13 – Developing and monitoring a safe school environment
D) Professional development
Task 23 – Implementing required PD for teachers
Task 29 – Planning or facilitating (non-required ) PD for teachers
Task 30 – Planning or facilitating PD for prospective principals
E) Student discipline
Task 14 – Managing student discipline
F) Interacting with parents
Task 34 – Communicating with parents
G) Interacting with district office
Task 6 – Planning/participating in district office meetings or other
communications initiated by the district office
Task 42 – Communicating with the district office to obtain resources for
school (initiated by principal)
H) Interacting with students
Task 25 – Teaching students
Task 33 – Developing relationships with students
Task 39 – Counseling students or in-depth conversation with students
WT) Walkthroughs
Task 20 – Evaluating teachers
Task 22 – Classroom Observations
* Task numbers refer to shadowing protocol
Shadower _____________________
Principal _____________________
Date _______________
TAB A: Budgets and Resources - Triggered by Task 1
1) What is the principal doing?
Working on current year’s budget:
Working on projected (future) budget:
Checking what is left in current year’s budget
Planning next year’s budget
Processing purchasing paperwork
Allocating budget/resources to specific staff/programs
Asking staff what resources they need
Asking staff what resources they will need next year
Purchasing resources staff has requested
Purchasing resources for next year
Discussing current budget with staff
Discussing future budget with staff
Insufficient funds
Insufficient funds
Working on the current budget with the District Office
Working on the future budget with the District Office
Completing reports for existing grants
Researching/applying for future grants
Other related to current budget (please specify)
Other related to future budget (please specify)
I don’t know
2) What kind of technology is the principal using?
Paper and pencil
District budgeting software
Excel spreadsheet
Verbal communication
Shadower _____________________
Principal _____________________
Date _______________
TAB B: Interacting with Teachers or Non-Instructional Staff –
Triggered by Tasks 3, 4, 19, 20, 35, 36, 38
1) Is this a face-to-face interaction?
Yes
No (DO NOT CONTINUE)
2) With whom is the principal interacting?
Office/administrative staff
Teacher
Counselor
Assistant principal
Nurse
Psychologist
Technology/IT staff
Librarian
Security staff
Janitorial staff
Cafeteria staff
I don’t know
Other (please specify)
Continued
3) Who first initiated the interaction?
Principal
Teacher
Third party (please specify)
Staff person
I don’t know
4) What type of interaction is this?
Scheduled meeting
Unscheduled meeting
Casual discussion (e.g., in passing in hallway)
Other (please specify)
5) What is the content of the interaction?
Interpersonal
Casual/social talk
The individual’s well-being
Supporting students in general socio-emotionally
Managing a specific student’s behavior
Supporting a specific student socio-emotionally
Mediation/conflict management
Academic
Supporting a specific student academically
Supporting students in general academically
Curriculum issues
Student assessment results
General classroom management
Continued
Professional
Salary/pay/compensation
Working conditions
Discussing other teachers (e.g., strengths, needs)
Disciplinary action/punitive measures against staff
Arranging PD for the individual
Firing/dismissing the individual
Discussing how the teacher can improve his or her
teaching
Union issues
Operations
Budgets/finances
School maintenance
Coordinating schedules/setting up meetings
Compliance with district policy/regulations
Orienting the individual to school procedures
Compliance with school policy/regulations
Orienting the individual to school values
Ordering/managing supplies
Event planning
External relations
PTA meeting
Community issues/concerns
Parent issues/concerns
General
Discussing something that the principal observed
Other (please specify)
I don’t know
Continued
6) What was the tone of the interaction?
Friendly/Relaxed
Unfriendly/Tense
Business-like/Professional
Other (please specify)
Shadower _____________________
Principal _____________________
Date _______________
TAB C: Developing Safe School Environment - Triggered by Task 13
1) What is the principal doing?
Walking around campus and monitoring hallways
Locker checks
Asking student(s) to follow school rules (e.g., dress code) Conducting fire or earthquake drill
Talking with health officials
Talking with school security guards
Discussing how to improve physical conditions of school
Supervising construction
Discussing how to prevent weapons/drugs on campus
Discussing how to prevent bullying
Other (please specify)
I don’t know
Shadower _____________________
Principal _____________________
Date _______________
TAB D: Professional Development (PD) - Triggered by Tasks 23, 29, 30
1) What is the principal doing?
Preparing a PD session
Observing a PD session
Actively participating in a PD session
Leading a PD session
Other (please specify)
I don’t know
2) What type of PD is it?
Teacher common-planning time
District-run
School-run
Provided by an external provider
Other (please specify)
I don’t know
Continued
3) What is the purpose of the PD?
PD for Instructional Staff
PD for Non-Instructional Staff
Principals and APs
Improve general teaching practices
Developing specific skills
Using assessment results to improve
programs
Improve classroom management
Diversity/culture
Using assessment results to coach
teachers
Teaching certain students (e.g., ELL)
Using technology
Conducting formal teacher
evaluations
Teaching specific subject
Career/leadership development
Conducting informal teacher
observations
Using assessment results
Personal development (e.g.,
communication, wellness)
Assessing performance of noninstructional staff
Using examples of student work
Other (please specify)
Assessing performance of APs
Diversity/culture
How to refer teacher for peer
assistance and review
Using technology in classroom
How to utilize peer assistance and
review program
Career/leadership development
Business management
Personal development (e.g.,
communication, wellness
Diversity/culture
Other (please specify)
Using technology
Career/leadership development
Personal development (e.g.,
communication, wellness)
Other (please specify)
I don’t know
Shadower _____________________
Principal _____________________
Date _______________
TAB E: Student Discipline - Triggered by Task 14
1) With whom is the principal interacting?
Student
Multiple students
Teacher
Parent
Assistant Principal
Staff (e.g., counselor) (please specify)
Other (please specify)
I don’t know
2) What is the type of interaction?
Discussing the incident (i.e., what happened)
Administering a consequence
Calling the student’s parent/guardian
Physically intervening in a conflict
Verbally intervening in a conflict
Helping a student process the student’s role/actions
Other (please specify)
I don’t know
Continued
3) What is the student in trouble for?
Physically violent towards another student
Verbally violent towards another student
Physically violent towards a teacher or staff person
Verbally violent towards a teacher or staff person
Damage of school property
Disrupting class (non-violent)
Misbehaving outside classroom (e.g. hallways,
lunchroom, gym) (non-violent)
Violating a school rule (e.g., dress code)
Other (please specify)
I don’t know
4) What was the tone of the interaction?
Friendly/Relaxed
Unfriendly/Tense
Business-like/Professional
Other (please specify)
STOP HERE UNLESS PRINCIPAL ADMINISTERING A CONSEQUENCE WHEN BEEPER GOES OFF,
IF YES CONTINUE TO 5).
5) What is the consequence/outcome of the interaction?
Scolding/Reprimanding
Verbal Warning
Schedule future disciplinary meeting
Make amends (e.g., cleaning up graffiti/apologize)
Detention
Written warning (e.g., going on student’s record)
In-school suspension
Out-of-school suspension
Expulsion
Other (please specify)
Shadower _____________________
Principal _____________________
Date _______________
TAB F: Interacting with Parents - Triggered by Tasks 34
1) Who first initiated the interaction?
Principal
Parent
Third party (e.g., a teacher) (please specify)
I don’t know
2) What type of interaction is this?
Scheduled meeting
Unscheduled meeting (e.g., parent stops by principal
office)
Casual discussion (e.g., in passing in hallway)
Other (please specify)
3) What was the tone of the interaction?
Friendly/Relaxed
Unfriendly/Tense
Business-like/Professional
Other (please specify)
Continued
4) What is the content of the interaction?
How school can academically support a student
How parent can academically support a student
How school can socio-emotionally support a student
How parent can socio-emotionally support a student
Student misconduct
Student improvement/success
Parent complaint about teacher
Parent complaint about another student
Casual/social talk
Social services/resources for family
Student attendance issues
Student discipline/consequences
Other (please specify)
I don’t know
5) What language is used?
English
Other (please specify)
I don’t know
Spanish
Shadower _____________________
Principal _____________________
Date _______________
TAB G: Interacting with District Office - Triggered by Tasks 6, 42
1) With whom is the principal interacting?
Superintendent
Other district office staff
Assistant superintendent
Chief financial officer
Principal coach/mentor
Other (please specify)
I don’t know
2) Who first initiated the interaction?
Principal
District office
Third party (please specify)
I don’t know
3) What type of interaction is this?
Scheduled meeting
Unscheduled meeting (e.g., principal stops by district
office)
Casual discussion (e.g., in passing)
Other (please specify)
4) What is the content of the interaction?
Curriculum/textbooks
Budget/finances
District procedures
State/federal regulations
Continued
Transportation services
Nutrition/food services
Purchasing materials
Information technology
Board of Education
Parent/community relations
School facilities
School safety/security
School events/activities
Language services
Mailing
Legal issues
Athletics
After-school programs
Hiring instructional staff
Hiring non-instructional staff
Firing instructional staff
Firing non-instructional staff
Other (please specify)
I don’t know
5) What was the tone of the interaction?
Friendly/Relaxed
Unfriendly/Tense
Business-like/Professional
Other (please specify)
Shadower _____________________
Principal _____________________
Date _______________
TAB H: Interacting with Students - Triggered by Tasks 25, 33, 39
1) Who first initiated the interaction?
Principal
Student
Third party (e.g., a teacher) (please specify)
I don’t know
2) What type of interaction is this?
Scheduled meeting
Unscheduled meeting (e.g., student stops by principal
office)
Casual discussion (e.g., in passing in hallway)
Other (please specify)
3) What was the tone of the interaction?
Friendly/Relaxed
Unfriendly/Tense
Business-like/Professional
Other (please specify)
Continued
4) What is the content of the interaction?
How school can academically support the student
How parent can academically support the student
How school can socio-emotionally support the student
How parent can socio-emotionally support the student
Student misconduct
Student improvement/success
Student complaint about teacher
Student complaint about another student
Casual/social talk
Social services/resources for family
Student attendance issues
Student discipline/consequences
Other (please specify)
I don’t know
5) What language is used?
English
Other (please specify)
I don’t know
Spanish
WT: Walkthroughs - Triggered by Tasks 20 and 22
1) Other Information:
Date/time
School ID
Teacher’s name (if known)
Subject or course and grade
Is this walkthrough/observation continuing from the PREVIOUS entry (i.e.. 5 minutes ago)
No
Yes
2) Is the principal carrying some kind of tool to assist with the observation?
No
Yes
If you answered “No” to Question 2, skip to Question 8.
3) Is the principal reading the tool during the observation?
No
Yes
4) Is the principal writing or typing on the tool during the observation?
No
Yes
Continued
5) Is the tool paper or computerized?
Paper
Computerized, accessed via laptop
Computerized, accessed via tablet
Computerized, accessed via mobile device
Other (If other, please specify)
6) What tool is being carried and/or used?
7. Does this tool apper to be:
A tool provided by district or regional personnel?
A tool the principal obtained from another source?
A tool the principal developed himself or herself?
I don’t know
8. Does the observation appear to be:
Announced (i.e., knowing the principal coming)
Unannounced
I don’t know
Continued
9. From the principal’s perspective, did this observation appear to be:
Planned (e.g., the principal intended to visit this
particular classroom today)
Unplanned (e.g., the principal had a few extra minutes
and this classroom happened to be close by)
Other (If other, please specify)
10. If responded “Planned” to previous item, was this observation planned in the sense that:
The principal had a formal list of teachers he/she
intended to observe today, including this one
The principal had an informal list of teachers he/she
intended to observe today, including this one
Something happened earlier today (e.g., a disciplinary
action, a conversation with an AP) that led the principal
to come to this classroom
Other (If other, please specify)
11. Did the principal greet the teacher when he/she entered?
No
Yes
12. Did the principal greet the students when he/she entered?
No
Yes
If this is the second or more of multiple entries for this walkthrough, just consider the past 5 minutes for the
following six questions
13. Is the principal:
Static (e.g., standing or sitting in the back of the room)
Moving around (e.g., going from desk to desk to observe
student work)
14. To what extent is the principal focused on each of the following:
a. Teacher
Not at all
Some
Mostly
Some
Mostly
b. Students
Not at all
c. Classroom materials (e.g., work hanging on the walls, set-up o classroom, notes on the blackboard)
Not at all
Some
Mostly
15. Aside from greeting, to this point has the principal communicated directly with students in the class?
No
Yes
16. Aside from greeting, to this point has the principal communicated directly with students in the
class?
No
17. What has the principal said to the teacher?
18. What has the principal said to students?
Yes