Understanding where your teachers are in their certification journey is only the first step. The most impactful progress happens when that insight is paired with consistent, targeted, and scalable coaching systems that account for the whole person - including the mental and emotional demands of pursuing certification alongside a teaching load.
Given that districts and EPPs may need to support 50-100+ teachers at a time, districts and EPPs should designate a certification lead to oversee the progress monitoring and coaching of candidates. However, this work cannot rely on one person alone. Instead, certification leads must operate as coordinators of support, identifying appropriate stakeholders and certification coaches to ensure that each teacher receives the right level of guidance through a combination of:
Data-driven progress monitoring
Differentiated coaching tailored to individual needs and mindsets
Proactive attention to candidates’ emotional well-being and confidence
Strong collaboration with campus leaders/field supervisors and faculty/mentors (i.e., “coaches”)
This section outlines practical tools and resources to help leaders build and sustain that model.
Key Mindsets
Focus on certification progress
Use data and clear goals to drive accountability
Keep interactions brief, focused, and actionable
Build trust so teachers feel comfortable sharing challenges
Leverage others; do not carry this work alone
Distributed Coaching Models: Shared Ownership
Certification success requires shared responsibility across multiple roles. Certification leads should not function as the sole coach, but rather as the driver of a coordinated support system.
Roles and Responsibilities
Recommended Coaching Workflows
To maintain consistency and manage coaching workloads effectively, certification leads should establish a weekly routine to monitor progress and check-in with candidates.
Suggested Weekly Coaching Workflow (2–4 hours total):
Review your certification tracker and identify priority teachers
Prepare for upcoming check-ins
Conduct or coordinate scheduled meetings (focused on at-risk/off-track)
Communicate updates to principals, field supervisors and faculty, and/or mentors
Update tracker and log actions
Certification Leads: Time Allocation Guidance
Not all teachers require the same level of support. Coaching should be differentiated based on tiering.
Sample tiering and touchpoint structure:
To maximize impact, certification leads should aim to allocate…
60-70% of your coaching time on Off-Track teachers
20-30% of your coaching time on At-Risk teachers
5-10% of your coaching time on On-Track teachers
Field Supervisors: Roles and Touchpoint Guidance
EPP field supervisors play a distinct but complementary role to certification leads. Where certification leads focus on data, benchmarks, and administrative progress, field supervisors bring relational and observational insight — classroom visits, coaching conversations, and an on-the-ground read on a teacher's confidence and mindset.
Field supervisors should mirror the same prioritization logic as certification leads, directing most of their certification-focused attention toward at-risk and off-track candidates, and resisting the tendency to default to teachers who are easiest to reach.
Sample tiering and touchpoint structure:
To make field supervisor visits as effective as possible, field supervisors should request the following from certification leads:
An updated tier list before each visit cycle so supervisors arrive informed
List of off-track candidates who need immediate attention between scheduled visits
A simple feedback loop — a brief check-in or shared note — so that what supervisors observe in the classroom informs the certification lead's next steps
During visits, field supervisors should also be attentive to:
Signs of emotional fatigue, discouragement, or disengagement related to the certification process
Generational or mindset differences that may shape how a teacher responds to accountability and feedback
Opportunities to normalize struggle and reinforce that support is available
Campus Leaders: Role and Touchpoint Guidance
Campus leaders (e.g., principals and assistant principals) occupy a unique position in the certification support ecosystem. They have both the authority and proximity to remove barriers, reinforce urgency, and signal that certification is a priority. Their role is less about day-to-day mechanics and more about strategic reinforcement and structural support.
A few considerations for campus leaders:
For off-track candidates, a direct conversation with the campus leader carries different weight than one with a certification lead. It signals organizational seriousness and can be a turning point for a disengaged teacher.
Campus leaders should be thoughtful about how they have these conversations, particularly with teachers who may be experiencing emotional stress or who come from generations with different relationships to testing, credentialing, and authority.
The goal is to reinforce the coaching relationship. Campus leaders should communicate care and investment alongside accountability, and coordinate messaging with the certification lead so teachers receive consistent signals from all directions.
Mentor Teacher (district) / Faculty Member (EPP): Role and Touchpoint Guidance
Mentor teachers and faculty members are the closest academic support a candidate has. Where certification leads manage systems and field supervisors provide observational accountability, mentors and faculty bring day-to-day content proximity — they see how a candidate teaches, where their knowledge gaps show up in the classroom, and what barriers may be affecting their confidence and follow-through.
However, not all mentors enter this role with a clear understanding of what effective certification mentorship requires. Some may be highly skilled classroom teachers but have limited experience supporting adults through a high-stakes credentialing process. Leaders should not assume that assigning a mentor is sufficient — investing in mentor readiness is just as important as assigning the right person.
Preparing Mentor Teachers for this Role Before a mentor begins working with a candidate, certification leads should ensure mentors have:
A clear understanding of the candidate's certification area, outstanding exams, and current tier status
Familiarity with the TExES exam framework and priority content domains for the exams the candidate is preparing for
Access to the core coaching tools in this section, particularly the Candidate Exam Data Analysis Protocol and the Goal Setting and Study Planning Template.
A basic orientation to your certification timeline and key deadlines
The following resources can help mentors build the knowledge and skills needed to support candidates effectively, particularly those who are newer to the mentorship role or unfamiliar with TExES content:
Exam Framework Documents — Each TExES exam has a publicly available framework that outlines the domains, competencies, and standards assessed. Mentors should review the framework for their candidate's specific exam so they can connect classroom instruction to tested content.
Candidate Exam Data Analysis Protocol — Mentors can use this protocol to structure content conversations with candidates, helping them identify priority focus areas and develop targeted study plans.
Coaching Scenarios: What to Do — This guide provides practical responses to common situations mentors may encounter, including candidates who are disengaged, struggling with content, or not following their study plan.
Study and Test Taking Tips — Mentors can share these directly with candidates or use them to inform coaching conversations about study habits and exam preparation strategies.
How to Engage Multiple Generations in K12 Schools — This resource, referenced in the Navigating Generational Differences section, can help mentors adapt their communication and coaching approach to candidates with different professional backgrounds and relationships to feedback.
Texas districts participating in the Texas Mentorship Training can also access mentor resources on TEA’s website: Texas Mentorship Training Resources.
Communication Cadence with Relevant Stakeholders
To ensure consistent support between touchpoints, certification leads must maintain regular communication with principals, supervisors, and mentors.
Certification Lead → Stakeholder Communication
Escalation Triggers
Certification leads should proactively engage principals when teachers show signs of falling significantly off-track.
Escalation is needed when…
A teacher has not registered or attempted an exam by an expected deadline
A teacher misses multiple study or progress milestones
A teacher fails 2 or more attempts without improvement
A teacher is unresponsive to outreach or support
When escalation is needed, leads should:
Notify the principal and/or field supervisor within 48 hours
Align on a clear intervention plan
Increase communication cadence
Monitor weekly until progress improves
Navigating Generational Differences
District and EPP leaders are likely supporting candidates across multiple generations. Understanding how generational context shapes candidates' motivations, communication preferences, and relationships with feedback can help leaders provide more effective, personalized support.
Lead with what candidates have in common
Regardless of generation, most teacher candidates pursuing certification share the same core motivations: a desire to grow professionally, a commitment to their students, and a need for clear communication and meaningful feedback. District and EPP leaders are most effective when they anchor support conversations in these shared motivations rather than assumptions about how a candidate approaches learning based on their age or experience level.
Recognize that context shapes mindset
Each candidate's relationship with the certification process has been shaped by their career entry point, prior professional experiences, and the realities they navigated when entering education. A more experienced candidate may bring deep content and classroom knowledge but struggle with test-taking after years away from formal assessment. An early-career candidate may be more comfortable with digital study tools but need more support building confidence. Effective coaching starts with curiosity about each candidate's individual context rather than assumptions tied to generational labels.
Adapt communication and coaching approaches
Candidates across generations may have different preferences for how they receive feedback, how frequently they want check-ins, and what support looks like in practice. Some may prefer structured, scheduled touchpoints; others may respond better to informal, as-needed conversations. Building in a brief conversation at the start of the support relationship to understand a candidate's preferences, rather than defaulting to a one-size-fits-all approach, can significantly strengthen the coaching dynamic.
Leverage interdependent mentorship
Where multiple candidates are working toward certification simultaneously, consider creating structured peer learning opportunities. Candidates with stronger content knowledge in one area can support peers working to build that same knowledge, while newer candidates may bring familiarity with digital study tools or recent coursework that benefits others. This kind of mutual support builds community, reduces isolation, and reinforces learning, all of which strengthen certification outcomes.
Guidance adapted from New Leaders: How to Engage Multiple Generations in K12 Schools
Core Coaching Tools
The following tools are designed to work together as part of a single, coherent coaching system. Each tool plays a distinct role in preparing for and strengthening certification check-ins and exams, where progress is reviewed, decisions are made, and next steps are defined. These tools can be leveraged by certification leads, field supervisors, mentors, tutors, or EPP faculty members.
Field Supervisor Certification Progress Rubric helps field supervisors and mentor teachers with the most direct contact with teachers identify where teachers may need the most support.
Candidate Exam Data Analysis Protocol helps teachers and certification leads identify priority content areas and understand the root causes of performance gaps.
Goal Setting and Study Planning Protocol translates those insights into specific, measurable actions and timelines.
Possible Release Time and Workload Support Guide supports campus leaders with ensuring teachers have structured, protected time aligned to their goals and priorities.
Coaching Scenarios: What To Do provide targeted responses to common challenges that arise during the certification process.
These tools should not be used in isolation. They are intended to be brought together during certification check-ins, where data, goals, time, and support are aligned to drive consistent progress toward certification.
How to Use This Rubric
Certification leads should share this rubric with field supervisors at the start of each visit cycle so supervisors arrive with a consistent framework for what to observe. After each visit, supervisors should complete the rubric and share it with the certification lead before the next regular communication touchpoint — or immediately if the candidate is off-track and needs urgent attention.
This rubric is not intended to be evaluative of the teacher's instructional performance. It is a certification progress tool only, focused exclusively on a candidate's trajectory toward passing their required exams and completing certification requirements.
Overall Tier Assessment
Based on observations across all dimensions, assign an overall tier:
On Track: Rated On Track in 4-5 dimensions.
At Risk: Rated Progressing in 3 or more dimensions, or Not Yet in 1 dimension.
Off Track: Rated Not Yet in 2 or more dimensions.
Post-Visit Notes
This protocol provides a structured approach for teachers to analyze exam performance, identify targeted areas for growth, and translate insights into focused, actionable study plans. By narrowing priorities and addressing root causes, it aims to accelerate progress toward certification success.
For a teacher-facing version of this protocol, go to the Candidate-Facing Supports section.
Clear goals are the bridge between intention and action. Without specific, measurable, time-bound goals, teachers often stall in their certification progress. Teachers should use this template to track their study progress independently and bring it to check-ins with their supervisor or mentor.
Best practices:
Goals should be narrow and focused
There should be no more than 2-3 action steps per goal
Deadlines should be realistic but urgent
For a teacher-facing version of this protocol, go to the Candidate-Facing Supports section.
This protocol provides a structured approach for teachers to analyze exam performance, identify targeted areas for growth, and translate insights into focused, actionable study plans. By narrowing priorities and addressing root causes, it aims to accelerate progress toward certification success.
Education Resource Systems (ESR) also offers a helpful guide for campus leaders implementing release time models for novice teachers. See here to learn more: Explore Rookie Teacher Support Models (ERS)
To support consistency, use the following guidance when responding to common scenarios.
The following protocol brings together all prior tools and systems into a single, repeatable coaching routine. Whomever is meeting with the teacher regularly should use this structure to ensure every check-in leads to clear action, aligned support, and measurable progress.
While not all teachers require frequent check-ins, structured conversations remain a key tool, especially for at-risk and off-track teachers. On-track teachers may only require brief, quarterly check-ins focused on validating progress and confirming next steps.
Each check-in should follow a consistent protocol that integrates:
Candidate data analysis (if applicable)
Goal setting and study planning (if applicable)
Release time and workload supports
Coaching guidance for targeted intervention
Required Pre-Work
Before each check-in, the teacher should:
Complete Candidate Data Analysis
Bring latest score report or practice test results
Bring current goal-setting document
Before each check-in, the coach should:
Review the teacher’s progress on the shared certification dashboard or tracker
Review agreed-upon action steps from any prior check-ins
Consider - does the candidate have a skill, knowledge, or mindset gap?
How might that knowledge influence how I approach the conversation?
Effective coaches draw on a range of tools to help candidates build content knowledge and develop strong study habits. The following resources and strategies can be shared directly with teachers or used to inform coaching conversations.
Encourage candidates to review general strategies for managing study time, approaching practice tests, and building confidence ahead of exam day.
Cornell notes are a highly effective, structured note-taking system developed in the 1940s by Cornell University education professor Walter Pauk. Designed to improve information retention and active learning, the system divides a page into three specific sections for recording, organizing, and summarizing information. This method is particularly useful for candidates who need help organizing content in a clear, manageable way.
The Frayer Model is a visual graphic organizer used to deepen a student's understanding of a vocabulary word or concept. It helps learners analyze a term by dividing it into four sections: a definition, essential characteristics, examples, and non-examples.
Candidates bring a range of backgrounds, learning needs, and classroom contexts to the certification process. Coaches should be prepared to differentiate support accordingly.
Candidates who serve ELL students may benefit from resources that connect content knowledge to culturally and linguistically responsive instruction. Coaches can use available guidance to help these candidates bridge their classroom experience to exam content.
Testing Accommodations
Candidates with documented needs may be eligible for testing accommodations through the state exam provider. Coaches should be aware 47of the accommodation request process and direct eligible candidates to the appropriate guidance early in the preparation process.
Coaching Scenarios: What To Do: See resource above
Distributed Coaching Models: Roles & Responsibilities: See resource above in "Foundations for Effective Coaching"
How to Engage Multiple Generations in K12 Schools: See resource above in "Recommended Resources for Mentors"
Key Coaching Mindsets: See resource above in "Foundations for Effective Coaching"
Recommended Coaching Workflows: See resource above in "Foundations for Effective Coaching"
Sample Certification Lead Tiering & Touchpoint Structure: See resource above in "Differentiated Support & Coordination"
Sample Field Supervisor Tiering & Touchpoint Structure: See resource above in "Differentiated Support & Coordination"
Sample Campus Leader Tiering & Touchpoint Structure: See resource above in "Differentiated Support & Coordination"
Sample Mentor Teacher (district) or Faculty Member (EPP) Tiering & Touchpoint Structure: See resource above in "Differentiated Support & Coordination"