At Learner-Centered Collaborative, we have worked for years with schools and districts designing learner-centered systems that are more authentic, personalized, competency-based, equitable and inclusive learning environments and creating the enabling conditions to bring those learning experiences to life, all in service of supporting learners to know themselves, thrive in community and engage in the world as their best selves. Each community defines what that looks like and the specific whole-learner outcomes they hope learners build in their system, but time and time again we see that traditional grading practices are one of the structures and conditions that live in tension with this greater learner-centered vision.
You can skip ahead to learn more about this tension and why a new approach to assessment, grading and reporting is needed here.
This Playbook is the product of a lot of questions. As we work with systems to think about shifting away from traditional grading practices, namely giving points and percentages on assignments and averaging them to a final grade, more questions arise.
Many of these questions are adaptive (Kebschull, 2023), including:
What will these shifts mean for teaching, learning, the schedule and the structure of courses or learning?
How will we align educators, families and the board around the changes?
How will we support learners with this shift?
How will we support educators in this shift?
How will we support learners in achieving their post-secondary goals?
Other questions have been more technical (Kebschull, 2023), including:
What outcomes should we assess?
What will a progress report or report card look like?
How many levels of proficiency do we want to use to mark progress and how will we define those levels as success criteria?
What will the “gradebook” look like?
How will the report be generated or created?
What technology tools will we use?
In our work with these schools and districts, we realized that the answers to both the adaptive and technical questions were complex and varied based on the context and unique systems in which they were being considered. The more we talked to people and uncovered different models, the more we needed to know. We also realized that most guidance available for answering the technical questions came from the technology tools themselves, which makes sense as they set up the gradebook system and reporting tools. However, different technology tools allow for (or restrict) different decisions and approaches. At Learner-Centered Collaborative, we believe that pedagogy and assessment philosophy should guide your decisions around designing your assessment, grading and reporting structures. Technology should be the tool that supports that structure, not leading it.
And so we set out to write this Playbook to illuminate what is often a black box of Competency-Based assessment, grading and reporting practices. We interviewed dozens of schools and systems at all different stages of this work. We also spoke with organizations and providers of technology tools supporting systems in this work. We uncovered a wealth of new learning that we are excited to share with you, but this is just the beginning. This Playbook will lightly touch on the adaptive change process required for this work. However, the main intent is to provide insight into how systems are technically managing assessment, grading, and reporting. We believe that understanding the technical aspects will support systems in addressing adaptive changes. For those who have already begun adaptive change work and are ready to make concrete decisions, design new systems, and implement them, this Playbook serves as a helpful decision-making guide.
This Playbook includes 3 sections:
It’s important to note that assessment, grading and reporting is one small piece of a much larger transition to learner-centered and Competency-Based education. This Playbook will mention some of those additional elements by highlighting details in the school profiles including schedules, learning experiences, feedback approaches and assessment practices. However, the focus of this Playbook is on the design of the assessment, grading and reporting structures. As a system designs these structures, it's crucial to consider all the interconnected pieces that create the enabling conditions for successful implementation, which are represented in the puzzle pieces at the bottom of the graphic below.
So why focus on reporting? First, as educators, we believe in backwards design. Understanding the end goal helps systems prioritize and thoughtfully prepare. We also believe this area is currently a black box. While we are all familiar with what traditional grading looks like, envisioning an alternative can be daunting. We hope this Playbook makes the alternative visible and concrete to help others see models of what’s possible.
This Playbook is not intended to be read from front to back, but rather explored based on your readiness level and the key decisions your system is currently exploring during the design process.
We recommend starting by clearly understanding the terminology used, unpacking why this work is needed and then exploring what the shifts to Competency-Based Reporting look like. You may want to then explore specific school’s approaches in action by exploring the school profiles. Or you may want to consider specific design decisions involved in the process, which are highlighted in the flow chart below.
Click anywhere on the flow chart below to explore that section of the Playbook:
Many factors influence whether a system is prepared to shift away from traditional grades, including:
District, county, or state policies and regulations
Your community’s understanding of the issues with traditional grades and the alternative options
Your capacity to support educators, learners and families through the transition
Your community’s desire for and comfort level with change
Higher education admission requirements for high school learners
Secondary institution admission requirements for middle school learners
It is also not a transition that happens overnight. Designing new assessment, grading and reporting structures needs to start with significant learning and unlearning. Educators can begin learning new Competency-Based learning practices like planning backward, designing feedback loops, providing effective feedback, encouraging self-reflection and meeting learners where they are.
It’s important to distinguish between supporting changes in classroom practices and planning for system-wide change in assessment, grading and reporting structures. Educators in traditionally graded systems using points and letter grades can still implement impactful Competency-Based learning practices. We offer many tools, courses, and strategies to support educators with this. However, this Playbook focuses on the systemic change of designing an entirely new structure for assessing, grading and reporting learning.
Even if you aren't yet ready to fully transition away from points and percentages, this Playbook can still be helpful in several ways:
Explore the supplementary reporting section for examples of how systems have used portfolios, badges and Report Card addendums to incorporate reporting on whole-learner outcomes alongside traditional grades.
Investigate ways to begin addressing challenges with traditional grading by exploring alternative grading options.
Begin backwards planning by reviewing the design decisions outlined in this Playbook and exploring the school profiles modeling Competency-Based reporting in action.
Signs your system may be ready to explore new assessment, grading and reporting structures:
You have explored the research on challenges with traditional grading systems with educators, learners and families.
You have built capacity with educators around Competency-Based learning practices such as focusing on formative feedback, designing quality assessments, and modifying instruction based on formative feedback.
You have developed momentum and community buy-in around learner-centered practices and the need for preparing learners with future-ready knowledge and skills.
Even with all the conditions above in place and full community support, it takes significant time and energy to design and implement new systems. There will still be barriers to address including outside policies and institutions. We hope this Playbook serves as a model and a guide for how others have approached the design phase of this work.
There are multiple paths to entry for this work. Some begin with educator capacity and build towards Competency-Based learning practices. Others begin by tackling issues with traditional grades and rethinking their grading practices, many developing new grading policies. The Chinese American International School in San Francisco took the approach of starting with both of these. Educators took about 3 years to learn, unlearn and develop new practices before entirely eliminating points and letter grades and moving towards Competency-Based reporting. At Mission Vista High School in Vista, CA, the leadership team put together a guiding coalition made up of teachers, learners, family and community members to unpack beliefs and data about traditional grading practices with the purpose of designing guiding principles for educators to use when developing their classroom grading policies. These are powerful places to begin the work as it brings the community, overtime, along for the ride. Laurie Gagnon writes in an article for the Aurora Institute about starting the work:
“Making the shift to a competency-based reporting system can be a complicated one. Even if it feels like your community isn’t ready to shift reporting systems, reflecting on grading practices at the classroom level can and should start sooner. Creating a consistent, equitably oriented philosophy and set of guidelines can be a great entry point for mindset work” (Gagnon, 2023).
When a community has decided to move from practice to designing new assessment, grading and reporting structures, there are also multiple approaches including:
Pilots which may include some teachers doing more than one type of reporting
School-wide implementation
District or system-wide implementation
As discussed more in the section on identifying outcomes, many systems that take a more Standards-Based approach start with one department identifying outcomes and beginning to do Standards-Based grading. Competency-based systems typically identify outcomes as an entire faculty due to their interdisciplinary nature, but using them for assessment, grading and reporting can still happen in pilots throughout the school. However, once a system reaches the point of changing the final Progress Report or Transcript, that typically happens at the school or district level.
Through conversations with dozens of school and district leaders as well as other organizations supporting this work, we found similar advice as that found in the South Carolina Playbook for Personalized, Competency-Based Learning by Knowledgeworks (2023), which is adapted below:
Start small and consider pilots
Begin with the willing and the wanting
Build a guiding coalition representing many stakeholders and provide the time, support and compensation to do this complex design work
Include learners and engage the community early and often
Use technology to enable your design, not drive it
Develop robust plans including dedicated time for educators to build capacity, collaborate and design together
Wherever you begin, we hope this Playbook will serve as a guide in different stages of the work. Click below to continue onto the next page and explore why we should make the shift away from a traditional grading paradigm.