Operationalizing the Variable

While at Johns Hopkins, I had to take several research methods courses to ensure that I knew not only how to conduct research, but how to define, collect, and analyze data. One of my professors (I took two of the three research methods courses with her because she’s nothing short of amazing but that’s a story for another time) always reminded us to operationalize the variable. Now, I realize that if you’re not in the research world that phrase may not mean anything to you, but for those of us who are studying change and program effectiveness in schools…this phrase means everything.

To operationalize the variable means to define it in clear terms–preferably in terms that can be measured.

By operationalizing the variable, it should be clear to everyone exactly what you mean.

If the variable is clearly defined, then it makes it easier to determine if change occurred.

To be clear, just because you operationalized the variable doesn’t mean that the program or change initiative worked. A lot of factors can and do influence change. However, to determine what changed, to what extent change occurred, and what possibly contributed to the change, one needs to start with clearly defined variables.

For example, if one wanted to measure the effectiveness of a program change, then one needs to:

  • Identify a problem of practice (what it the gap? what are potential drivers to the problem?)
  • Design and conduct a needs assessment (how do you know it’s a problem? what does the literature reveal?)
  • Operationalize the variables (what is it that you want to see changed?)
  • Clearly define the instruments (what is going to measure the change? how will data be collected? when will data be collected? how will the data be analyzed? who will analyze the data?)
  • Clearly define the program or intervention (what is change initiative? foundational theory of change? program details? duration? who is the target of the program initiative? what are the proposed proximal, short, and long-term outcomes?)

All of that is the bare minimum. I didn’t include all of the steps, but I’m sure by now you get the gist that conducting a program evaluation is not a simple or quick task.

For the evaluation to mean anything, however, it is imperative that all of the variables are defined–that is, operationalized.

I bring this up because I’ve been doing research on social-emotional learning and culturally responsive teaching. And, although these two can certainly work in tandem to build a warm and supportive classroom community, they can (and in my opinion should) be implemented separately if one wants to truly measure change.

Definition: social-emotional learning is the “process through which all young people and adults acquire and apply the knowledge, skills, and attitudes to develop healthy identities, manage emotions and achieve personal and collective goals, feel and show empathy for others, establish and maintain supportive relationships, and make responsible and caring decisions” (CASEL, n.d.).

Definition: culturally responsive teaching uses “cultural characteristics, experiences, and perspectives of ethnically diverse students as conduits for teaching them more effectively” (Gay, 2002, 106).

One of the biggest problems I see in education is the morphing of definitions. We’ve all been privy to buzzwords in education–most of these which likely started with the best of intentions, but because many of the terms were not clearly defined–operationalized–educators, parents, community, general public, and the media have put their own spin on it. They’ve redefined the terms according to their understanding or they’ve taken similarities in terminology and made the assumption that the terms basically mean the same.

And therein rests the problem.

So, what initially appeared to be something that might actually effect change, instead became watered-down, redefined, or morphed into something quite different or less effective than what was intended.

Now, I’m not saying that teachers and schools cannot implement two different frameworks, pedagogies, theories, etc. at the same time. Heck, we’ve been doing that (and more) for years. But doing so makes it impossible to know what exactly changed, to what extent it changed, and even what caused the change.

And if the end result isn’t what one expected, what happens? The theory, pedagogy, framework, or strategy is scrapped and something new is put into place.

And what a shame since many of these theories, pedagogies, frameworks, and strategies are backed by research. Evidence that it can work. But we’re hard pressed to know if it could work in certain situations since educators were juggling multiple and competing initiatives–so it’s hard to tell what changed, what caused the change, or even why didn’t the expected change occur.

So, if you truly want to see if a (new) program is effective, then it’s critical to (1) operationalize the variable and (2) remove competing initiatives.

I would love to not see social-emotional learning or culturally responsive teaching reduced to buzzwords. Each of these has its merits, and I truly believe that they can effect positive change in the classroom. However, these need to be implemented with fidelity but more importantly, clearly defined for everyone at the outset so that there’s no confusion as to what the terminology means.

References

CASEL. (2022). Fundamentals of SEL. Collaborative for Academic, Social, and Emotional Learning (CASEL). https://casel.org/fundamentals-of-sel

Gay, G. (2002). Preparing for culturally responsive teaching. Journal of Teacher Education, 53(2), 106 – 116. https://citeseerx.ist.psu.edu/viewdoc/download?doi=10.1.1.294.1431&rep=rep1&type=pdf

Passion Projects

It’s been awhile since I posted, but time has completely flown by this year! And, I am FINALLY getting a chance to enjoy this new chapter in my professional career as a learning consultant.

Finally.

Although the start of 2022 was a continuation of challenges from 2020 and 2021, it also afforded me the opportunity to make some rather large changes professionally. This was not a bad thing.

Leaving the classroom (and my kids) behind at the end of the semester in January was hard. And I’d be lying if I didn’t admit that I missed being with them. Because my good friends are still holding down the fort at my old school, I was privy to the activities and other things that were happening on campus. And I was also able to see some of the end-of-the-year pictures which brought tears to my eyes as I saw my 8th graders (some of whom I taught as 7th graders, too) smiling as they enjoyed the last dance of the school year and wearing the biggest grins as they walked across the stage at Commencement. It made my heart happy to know that they (that we) survived the last two years with a shifting school schedule and policy/mandates. And, I loved the sweet messages from my 7th and 8th graders in the send-off video my dear friend and Journalism advisor put together for me. =)

After I made the decision to leave the classroom, it gave me time to really think about what it is that I wanted to do . . . next. I was fortunate find two different companies who offered me projects that kept me busy. I’ve done a bit of curriculum writing, research, and tons of professional development workshops. (And I’ve had the chance to work with people from a variety of organizations whose goal is to make learning fun, engaging, and meaningful for students. Yay!) Most of these projects were within my comfort zone–with a few that were solidly at the edge of my zone of proximal development. Luckily for me, I have mentors who provided guidance and encouragement throughout this journey thus far.

Surround yourself with a village. You will not regret it. =)

Now, as the summer draws to a close and the new school year gets underway . . . I have had to readjust my mindset because for the past 27 years, I’ve only known the rush, the craziness, and the exhaustion of the start of the school year. But to be honest, I don’t miss that part at all.

One of the benefits of consulting is that I get to choose my schedule. The projects to some extent dictate deadlines, but I love that I can sleep in, have a leisurely breakfast, and walk the puppy before settling in to work. This new adventure has been a bit scary because there are so many unknowns, but I have to say that having a supportive husband and an awesome circle of friends has made this transition easier to manage.

I am truly blessed.

The start of a new school year still feels like the start of something new to me. And, I am really looking forward to finding more passion projects. =)

#Truthbomb

Today I came across a blog post by Larry Cuban which deeply resonated with me. During my doctoral studies, I read several of his books and studies. You will find references to him peppered throughout my dissertation. And, I had a total #fangirl moment when he came to speak at Residency in summer 2017, and I was lucky (LUCKY!!!) to be able to sit down in a small group with peers from my cohort to discuss issues in education. His words of wisdom stem from his many years as a classroom teacher, administrator, researcher, and professor…and I hung onto every.single.word.

Yup. Totally #fangirling.

His latest blog post “One Way or Two-Way Traffic? The Policy to Practice Street” included a phrase that all stakeholders (e.g., policymakers, administrators, teachers) would be wise to remember:

Teachers are not passive recipients of policy but active participants in the policy-to-practice journey

Larry Cuban (August 17, 2019)

The disconnect between research and practice is only surpassed by the HUGE gap between policy and practice. Having been in the classroom for almost a quarter of a century (gosh that makes me sound old), I have seen the trends come and go. In fact, I have been in education long enough for the pendulum to swing back (almost) to where it started when I first walked into my own classroom.

I mention this because change is hard. Very few people like change. It’s easier to maintain the status quo. But what is progress without change? One cannot better themself in anything if they are unwilling to let go of past thinking, habits, etc. Now, I have not agreed with many of the restrictive policies that have come down the pipeline from legislatures far removed from the classroom. But I’m not insubordinate. I’m not going to NOT implement the policy. But I will add my own twist to it. As Cuban wrote in his blog post, “teachers are not passive recipients of policy but active participants in the policy-to-practice journey” (Cuban, 2019).

Most teachers will take whatever comes down the pipeline and add their own twist. Now, I don’t think that their twist is done out of malice, but rather it’s because of past experience and knowledge. We are not tabula rosa. Even new teachers have an idea of who they are, what they believe in, and what works for them. This reminds me of another phrase (also used in my dissertation) from Tyack and Cuban (1995) and that is the notion of the grammar of schooling.

Anyone who has gone through the American educational system believes they know how schools should work because they experienced it first-hand. Some of us experienced 12 years of American schooling as a child. So, sure, why wouldn’t we know how schools should be run? We knew which teachers were good (or bad); we knew which strategies we liked better (and hated); we knew which classes we enjoyed more (and why). So, yes, we all have an idea of how education should “look”…

But the educational experience is different when viewed through the lens of a teacher. Teaching is hard. And anyone who tells you otherwise is lying. But just because something is hard doesn’t mean that one can’t absolutely love it. I love teaching. It’s my calling, and I cannot image a more rewarding profession to be in.

Back to my point…

Teachers are not passive recipients of anything. The policies that come down the pike may be mandated (or highly suggested), but how those policies relate to practice is a whole other story. Each school is different. Every classroom is unique. Teachers are individuals and so are their students. Cookie-cutter anything does not work. It just doesn’t.

So…my point is that anyone who is in a leadership role (whether an administrator, program specialist, professional developer), please keep in mind the end-user of your policy or strategy: teachers. We are not out to thwart your efforts at change (at least most of us aren’t), but we aren’t an empty vessel waiting to be filled either. Don’t view us as passive recipients (and don’t mistake our bored looks as being passive-anything). Don’t patronize us because you’re the one standing in the front of the room. Contrary to what the media might say, we do care what happens to our students. We want the best for them. As I’m sure you do, too. Just remember that we’re the ones who will be doing the enacting, the real application-to-practice…in conjunction with 30 to 210 unique little individuals. So don’t judge or chastise us if we don’t implement your program or strategy as it was envisioned in your head. We are not robots, so it should come as no surprise that we will apply what we’ve learned…the best way we know how…keeping in mind the diverse set of individuals who walk through our doors every day.

And that’s just my two cents.