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Kay Burke - Balanced Assessment: From Formative to Summative

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Kay Burke Balanced Assessment: From Formative to Summative
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Today, standards-what students must know and be able to do-are the starting point for all curriculum and instruction. In Balanced Assessment, Kay Burke shows teachers how to begin with the end in mind-to start with the expectations for student achievement and then work backward from them to help all students succeed. She explains a process of analyzing the standards, deciding precisely what knowledge and skills will have to be taught and assessed, and then planning instruction to prepare students to demonstrate that they have met or exceeded the standards. Balanced assessment means integrating both formative and summative assessments seamlessly into instruction. This book makes clear that the distinction between the two types of assessment is not as rigid as many people believe. In fact, Dr. Burke explains that the very same assessment can be both formative and summative, depending on when it is administered and the purpose for which it is used. Formative assessments are administered frequently during a learning segment to provide feedback to both teachers and students about concepts and skills that students are having difficulty understanding or mastering. This feedback helps teachers modify and differentiate their instruction to help all students meet the standard. Summative assessments are administered at the end of a learning segment and are the final opportunity for students to demonstrate proficiency. Not all summative assessments are, as is often assumed, high-stakes state tests. Most are teacher created. Because each grade level or content area can have hundreds of standards, the best approach is for teachers to work together in teams to plan instruction and develop common assessments. The author describes the process teacher teams use to analyze the standards, develop engaging performance tasks that address the standards, and create two extremely versatile tools to assess student performance: checklists and rubrics. Both tools serve a dual function. They break down a process or task, such as writing a persuasive essay, into manageable steps for students to follow, and they provide feedback about a students progress. Checklists reveal what students have yet to accomplish to complete a task; rubrics, which give more detailed descriptions of levels of performance, show what they need to do to improve the quality of their work. Perhaps most significantly, both tools can help students assess their own performance and direct their own learning.

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Copyright 2010 by Solution Tree Press All rights reserved including the right - photo 1

Copyright 2010 by Solution Tree Press

All rights reserved, including the right of reproduction of this book in whole or in part in any form.

555 North Morton Street

Bloomington, IN 47404

800.733.6786 (toll free) / 812.336.7700

FAX: 812.336.7790

email:

solution-tree.com

Printed in the United States of America

14 13 12 11 3 4 5

Excerpts from Georgia Performance Standards reprinted with permission from the Georgia Department of Education. 2010 Georgia Department of Education. All rights reserved.

Library of Congress Cataloging-in-Publication Data Burke Kay Balanced - photo 2

Library of Congress Cataloging-in-Publication Data

Burke, Kay.

Balanced assessment : from formative to summative / Kay Burke.

p. cm.

Includes bibliographical references and index.

ISBN 978-1-934009-52-9 (perfect bound) -- ISBN 978-1-935249-24-5 (library binding) 1. Educational evaluation--United States. 2. Education--Standards--United States. I. Title.

LB2822.75.B88 2010

371.26--dc22

2009051128

Solution Tree

Jeffrey C. Jones, CEO & President

Solution Tree Press

President: Douglas M. Rife

Publisher: Robert D. Clouse

Vice President of Production: Gretchen Knapp

Managing Production Editor: Caroline Wise

Senior Production Editor: Ris Koben

Proofreader: Rachel Rosolina

Text and Cover Designer: Orlando Angel

To Carol M. Brownmy sister and my friend

Acknowledgments

I would like to offer a very special thank you to the following district and school administrators, curriculum specialists, coaches, and teachers, who not only worked together on teams to develop creative assessments for their students but generously allowed me to share their work in this book:

Carrollton City Schools, Carrollton, Georgia

Erin McGinnis (director of school improvement and curriculum/instruction)

Carrollton Middle School (grades 45): Trent North (principal); Debbie Williams (formerly associate principal; currently associate principal of Carrollton Elementary School); and Marva Bell, Lori Higgs, LaKeia King, and Shanon Melson (teachers)

Carrollton Junior High School (grades 68): Todd Simpson (principal); John Megathlin, Kisha Mitchell, Amy Mulvehill, and Camille Sanders (language arts teachers); and Patti Allen and Matilda Strickland (math teachers)

Clarke County School District, Athens, Georgia

Noris Price (associate superintendent of instruction), Mark Tavernier (director of the Office of Teaching and Learning), Veronica Jackson (administrative assistant), Kate Arnold (elementary math content specialist), Julie Bower (social studies content specialist), Claude Gonzalez (science content specialist), Glenda Huff (secondary math content specialist), and Barbara Michalove (elementary language arts content specialist)

Third-grade Desk Dilemma math unit: Kate Arnold (elementary math content specialist); Daphne Hall and Lisa Stanzi (elementary instructional coaches); and Lisa Lane (teacher)

Fourth-grade Wanted: Snack Thief! math unit: Molly Efland, Laura Forehand, and Brian Madej (elementary instructional coaches); and Joyce Moeller and Jenna Starnes (teachers)

Fourth-grade H2O: Where Did You Go? science unit: Barbara Michalove (elementary language arts content specialist); Scherry Lewis and Claire Smith (elementary instructional coaches); and Carrie Bette-Duncan and Halley Page (teachers)

Fifth-grade Fun With Fractions! math unit: Louise Brockinton, Susan Cardin, and Kerstin Long (elementary instructional coaches); and Julie Hinkle and Leah York (teachers)

Fifth-grade Changes in the Nye-ght science unit: Karen Higginbotham (gifted specialist); Jan Miller-Burkins and Hallie Williamson (elementary instructional coaches); and Bertha Troutman-Rambeau (teacher)

Cobb County School District, Marietta, Georgia

Nancy Larimer and Andrew Smith (professional learning supervisors); Tracy Boyles and Ashley Kirby (area lead teachers); and John Christian Cali (teacher)

College of William and Mary, Williamsburg, Virginia

Whitney Slough (student in the Foreign Language Instructional Planning course taught by Janet D. Parker, School of Education, spring 2009)

Coweta County School District, Newnan, Georgia

Evans Middle School (grades 68): Brenda Foyle and Sean Parker (math teachers)

DeKalb County School System, Decatur, Georgia

Champion Theme Middle School (grades 68): Yvonne Stroud (teacher)

I appreciate all the help of Susan Gray and Jodi Keller and thank them for their invaluable assistance. I would also like to thank Claudia Wheatley, education specialist; Douglas Rife, president; and Gretchen Knapp, vice president of production, at Solution Tree Press for their support and flexibility and for allowing me to work with Ris Koben, senior production editor. Riss expertise, patience, and sense of humor have inspired me to become a better writer and person. On my summative rubric for editors, she scores an Exceeds All Expectations.

Solution Tree Press would like to thank the following reviewers:

Lisa Almeida

Senior Professional Development Associate

The Leadership and Learning Center

Englewood, Colorado

Heidi Andrade

Associate Professor, Department of

Educational and Counseling Psychology

University at Albany

State University of New York

Albany, New York

Victoria L. Bernhardt

Executive Director

Education for the Future

Chico, California

Joseph Schrock

Director of Assessment

Jackson Public Schools

Jackson, Mississippi

Harry G. Tuttle

Educational Consultant

Mattydale, New York

Nance S. Wilson

Assistant Professor, Department of Teaching

and Learning Principles

University of Central Florida Orlando, Florida

Visit go.solution-tree.com/assessment

to download selected figures and forms.

Table of Contents
About the Author

Kay Burke works with her colleagues at Kay Burke Associates to present - photo 3

Kay Burke works with her colleagues at Kay Burke & Associates to present professional development workshops for teachers and administrators on standards-based teaching and learning, formative assessment, and classroom management. She received her undergraduate degree from Florida Atlantic University, her masters degree from the University of Central Florida, her educational specialist degree from Emory University, her PhD from Georgia State University, and her administration certification from the University of Georgia.

Kay served as an award-winning English teacher, department chairperson, dean of students, mentor, and administrator in Florida and Georgia for twenty years. She also was the director of the field-based masters program sponsored by the International Renewal Institute (IRI/SkyLight) and Saint Xavier University in Illinois. Since 1990, Kay has designed and conducted professional development workshops and presented at conferences of the National Staff Development Council, the Association for Supervision and Curriculum Development, the National Association of Secondary School Principals, the National Association of Elementary School Principals, Solution Tree, and the International Reading Association, as well as at international conferences in Canada and Australia.

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