Blended Workbook

1. Define the problem and set SMART goals for blended learning

Schools need a blended-learning plan. A blended-learning plan is a written document that describes how an organization is going to achieve its goals as it invests in technology.

Identify the core issue. Start by clearly articulating the specific educational problem you aim to solve through blended learning. This could be improving student achievement, providing access to unavailable courses, or enhancing student engagement. Avoid focusing on technology for its own sake.

Set SMART goals. Develop goals that are Specific, Measurable, Assignable, Realistic, and Time-related. For example:

• Increase reading proficiency scores by 15% for 3rd-5th grade students within two years
• Provide access to 5 new AP courses for high school students by next academic year
• Improve student engagement ratings by 25% across all grade levels in 18 months

Quantify your baseline data and projected improvements to track progress effectively.

2. Assemble the right team for your blended learning initiative

Schools should use autonomous teams when they want to do away with the factory-based classroom completely and replace it with a disruptive blended-learning model.

Match team type to project scope. Choose the appropriate team structure based on the scale of change required:

• Functional teams: For classroom or department-level changes
• Lightweight teams: For coordinating across multiple departments
• Heavyweight teams: For school-wide redesigns
• Autonomous teams: For creating entirely new educational models

Select diverse team members. Include individuals with varied expertise:

• Teachers and instructional leaders
• IT and technology specialists
• Curriculum experts
• Data analysts
• Change management professionals
• Student and parent representatives (when appropriate)

Appoint a dedicated project manager to oversee implementation and ensure accountability.

3. Design a student-centered learning experience

When schools get the design right from the students' perspective, so that students feel that school aligns well with the things that matter to them, they show up to school motivated and eager to learn.

Apply jobs-to-be-done theory. Understand students' core motivations:

• Feel successful and make progress
• Have fun with friends
• Develop skills for future success

Create personalized learning paths. Design experiences that allow students to:

• Work at their own pace
• Choose learning modalities that suit their preferences
• Receive immediate feedback on progress
• Collaborate meaningfully with peers
• Connect learning to real-world applications

Use a mix of online and offline activities, project-based learning, and adaptive software to cater to diverse learning needs.

4. Create a motivating teacher experience

Blended learning creates an opportunity to blow apart that construct; if the blended program is designed well, the role of teachers can amplify motivators in ways that are difficult in the traditional, analog classroom.

Focus on intrinsic motivators. Design the teacher experience to enhance:

• Achievement: Opportunities to see tangible student progress
• Recognition: Systems for acknowledging innovative teaching practices
• Responsibility: Increased autonomy in instructional decisions
• Growth: Continuous professional development in blended methods

Reimagine teacher roles. Consider new positions that leverage teacher strengths:

• Learning designers
• Data analysts
• Small group facilitators
• One-on-one mentors
• Content creators for online modules

Provide time for collaboration, planning, and analyzing student data to inform instruction.

5. Evaluate and upgrade your physical and virtual environment

Managing these high-tech environments has become more complicated. Many schools find themselves with a variety of laptops, desktops, and tablets; an assortment of software licenses and apps that do not fit together with any apparent rhyme or reason; and physical facilities that seem increasingly antiquated for today's world.

Conduct a comprehensive audit. Assess:

• Existing hardware and its useful life
• Software licenses and effectiveness
• Wi-Fi capacity and dead zones
• Classroom layouts and furniture
• Electrical capacity for device charging

Prioritize upgrades strategically. Focus on:

• Ensuring reliable internet access throughout the school
• Implementing a learning management system (LMS) for centralized content delivery
• Creating flexible learning spaces that support individual and collaborative work
• Establishing a sustainable device refresh cycle

Consider both immediate needs and long-term scalability when making technology investments.

6. Choose the appropriate blended learning model

Using the vocabulary of the blended-learning models serves two purposes. First, it helps you communicate your vision to other stakeholders. Second, naming the models helps with your research and development.

Understand model options. Familiarize yourself with common blended models:

• Station Rotation: Students rotate through learning stations on a fixed schedule
• Lab Rotation: Students rotate to a computer lab for online learning
• Flipped Classroom: Content delivered online outside of class, practice in class
• Individual Rotation: Students rotate based on individualized schedules
• Flex: Online learning is the backbone, with teacher support as needed
• A La Carte: Students take some courses entirely online to supplement traditional courses
• Enriched Virtual: Students complete most coursework online with periodic face-to-face sessions

Select based on goals and constraints. Consider factors such as:

• Available technology and infrastructure
• Teacher readiness and training needs
• Student population and learning objectives
• Physical space limitations
• Budget constraints

Mix and match models as needed to create a customized approach for your school.

7. Establish a strong culture to support implementation

Culture is a way of working together toward common goals that have been followed so frequently and so successfully that people don't even think about trying to do things another way. If a culture has formed, people will autonomously do what they need to do to be successful.

Identify key cultural elements. Focus on developing:

• Growth mindset among students and staff
• Data-driven decision making
• Collaboration and knowledge sharing
• Continuous improvement and innovation
• Student agency and ownership of learning

Implement cultural reinforcement strategies:

• Regular town halls to discuss progress and challenges
• Peer mentoring programs for teachers and students
• Celebration of small wins and learning from failures
• Integration of cultural values into hiring and onboarding processes
• Consistent messaging from leadership about the importance of the blended learning initiative

Create rituals and routines that support the desired culture, such as weekly data review meetings or student-led conferences.

8. Develop a sustainable budget for blended learning

For the innovation to be sustainable over time, the schools must find a way to keep their programs alive after one-time grant dollars are spent and to continue to invest to bring the programs to full scale.

Differentiate between one-time and recurring costs. Examples:

• One-time: Initial device purchases, facility upgrades
• Recurring: Software licenses, professional development, device refresh cycles

Identify funding sources:

• Reallocation of existing budget items (e.g., textbooks to digital resources)
• Grants and philanthropic support
• Community partnerships
• Operational efficiencies gained through blended learning

Plan for long-term sustainability:

• Build a 3-5 year financial projection
• Establish a device replacement fund
• Continuously evaluate software ROI
• Invest in teacher training to maximize technology utilization

Consider creative solutions like leasing devices or implementing a bring-your-own-device (BYOD) policy to manage costs.

9. Use discovery-driven planning to mitigate risks

The key to success will instead often be the ability to test hypotheses and continue to iterate on plans as you gain more information.

List and prioritize assumptions. Identify critical assumptions underlying your plan, such as:

• Teacher adoption rates of new technology
• Student engagement with online learning platforms
• Effectiveness of chosen software in improving outcomes
• Reliability of technology infrastructure

Design low-cost tests. Create experiments to validate assumptions:

• Pilot programs in select classrooms
• Surveys and focus groups with stakeholders
• Short-term software trials
• Shadowing students and teachers in similar blended environments

Establish checkpoints for evaluation. Set regular intervals to review test results and adjust plans accordingly. Be prepared to pivot or abandon initiatives that aren't meeting expectations.

10. Create a detailed implementation plan and timeline

For the purposes of this plan, you do not need to design every single aspect of your culture. Instead, use the plan to show your competency in the process of creating culture by identifying three to four problems or tasks that will recur again and again in your blended program and your best ideas for resolving them.

Develop a phased approach. Break implementation into manageable stages:

1. Planning and preparation (3-6 months)
2. Pilot phase (1 semester - 1 year)
3. Evaluation and refinement (2-3 months)
4. Scaled implementation (1-3 years)

Create a detailed Gantt chart. Include key milestones such as:

• Technology procurement and setup
• Teacher training sessions
• Curriculum adaptation deadlines
• Student and parent orientation events
• Data collection and analysis points

Establish clear success metrics. Define indicators for each phase, like:

• Teacher proficiency with new tools
• Student engagement and achievement data
• Parent satisfaction ratings
• Technology utilization rates

Regularly review and adjust the timeline based on progress and lessons learned during implementation.

Last updated: July 28, 2024