Showing posts with label policy. Show all posts
Showing posts with label policy. Show all posts

Feeling around in the dark to understand the elephant of local control

The view from my new office.
Educationally, Colorado is a "local control" state, and I know this because I've heard many people say it. I once read something that said "there are only six local control states," and I assumed Colorado was one of them. (I also assume many more than six states would claim to belong on the list.) The document did not list the states or describe the difference between local and not-quite-local. But by all other accounts I've seen and heard, Colorado is a local control state.

Today was my first day in my new job at the Colorado Department of Education, and at almost every turn I was reminded of Colorado's status as a local control state. Before I go further, let me be clear: I see many positives in local control and generally favor it. I appreciate that historically and politically we've entrusted our schools to the communities they serve, and I cherish my rural school experiences where the tight bonds between the school and the community generate a special sense of pride and responsibility.

Local control is not to be confused with insular, however. I've never known a school district where teachers and district officials didn't seek resources and guidance from outside their boundaries. In my new job, I'm now one of those outsiders who can offer some of those resources and guidance. But as an employee of the state, I have to be rather careful about the resources and guidance I give, lest anyone be confused about whether control lies with the state or with the school district.

It's a bit awkward, as you might expect. And it's becoming apparent to me how local control influences the things a CDE employee decides they can and cannot say is, well, a little arbitrary. Maybe arbitrary isn't the right description, but rather there's some socio-normative set of unwritten rules guiding all this that aren't 100% logical. For example, we believe local districts have the power to make curriculum decisions, not the state. But what does that mean? For me, I know without a doubt this means I have no power as a state employee to require that a district, school, or teacher use a particular set of textbooks. Okay, that's clear to me, but can I recommend a textbook, while plainly stating that textbook choices are not the state's decision? Again, this is something we expressly avoid at CDE because we don't want to give districts the impression that they're not in control of their curriculum. Let's make this even fuzzier: If someone asks me what textbooks I've personally used and why I chose to use them, can I answer? I certainly hope so, as I'd feel silly not answering the question. But with my answer, I have to be cautious that what I say is not construed as some kind of state endorsement of a particular textbook. Why? Local control, that's why.

Yet, there are numerous areas where we, the citizens of Colorado and our elected representatives, have decided the state should have control. The state dictates sets of academic standards, which are accompanied by all sorts of supporting documents. The state also requires the administration of assessments that measure student performance towards those standards, and by law the results of those assessments are used to hold local educators accountable. Whether I approve or disapprove of these things is irrelevant in the current discussion, because I only name them to illustrate how the state has control over things that might not be textbooks or curriculum, yet have undeniable influence over local educators' choice of curriculum and related materials. We still claim to have a system of local control, but it shows that local vs. state control of schools is beyond a simple binary classification.

I'm reminded of a pair of sessions I attended at the Realistic Mathematics Education Conference in 2013. The first was from several people from CDE, who presented a series of standards implementation materials they developed in cooperation with local educators. The second presentation came from national curriculum developers from The Netherlands, who showed their new integrated STEM curriculum materials. Both groups sincerely wanted high-quality educational experiences for students, but CDE illustrated the more traditionally American approach of building out documents and tools to support local decision-makers, instead of developing student-facing curriculum materials, as seen in The Netherlands. Dutch schools are not required to use materials developed by their national curriculum office, so you can say there's still an element of local control there. But at a national/state level they do experience a broader set of options for what they produce for schools, and these options are supported by a different political and cultural climate than we generally find in the United States.

Without belaboring the issue much further, I hope by now you get a little sense of the tension I'm feeling in my new position. I'm grappling with my new role and how my actions and words will be shaped by issues of local control, this elephant in the dark room that I felt my hands on all day. A lot of "what-ifs" came to mind, and some of them yield unsatisfactory possibilities. I'm frustrated by thoughts of continually almost doing curriculum work, and I don't think anyone wants to produce supplementary documentation just for the sake of producing it. With what I currently see offered for mathematics from CDE, there's a lot of value in the details, but it's a pretty overwhelming mass of stuff at first (and second) glance. That's not going to change overnight, but for me, after Day 1 on the job, I think the best thing I can do is think openly about this and to explore the boundaries of what is reasonable and possible. Ultimately, I serve the teachers and educators of Colorado, and for now, I can be honest about the thought I put into these things, even if I don't anticipate easy answers anytime soon.

NCTM's Grand Challenges and Opportunities in Mathematics Education Research

Last summer, the NCTM Research Committee asked members to identify grand challenges in mathematics education (written about here and here), and today they've published their findings in the Journal of Research in Mathematics Education. First thing's first: If you're not a JRME subscriber your access to the article is blocked by a paywall. Sadly, this feels like another case of NCTM's reluctance to move past old models of publishing and communication, leaving teachers interested in the grand challenges to feel like second-class NCTM members, begging for a handout from the privileged NCTM research community. I've written about my concerns and suggestions for NCTM's relationship with its members, so here I'll just focus on the key points found in today's report. Ready to be inspired? Slow your roll, turbo. You might want to prepare yourself to be a bit puzzled, if not disappointed.

The report begins by placing the concept of a "grand challenge" in the hands of researchers:

Mathematics education researchers seek answers to important questions that will ultimately result in the enhancement of mathematics teaching, learning, curriculum, and assessment, working toward “ensuring that all students attain mathematics proficiency and increasing the numbers of students from all racial, ethnic, gender, and socioeconomic groups who attain the highest levels of mathematics achievement” (National Council of Teachers of Mathematics [NCTM], 2014, p. 61). Although mathematics education is a relatively young field, researchers have made significant progress in advancing the discipline. As Ellerton (2014) explained in her JRME editorial, our field is like a growing tree, stable and strong in its roots yet becoming more vast and diverse because of a number of factors.

Next the report talks about the purpose of grand challenges and their development and use in other fields. In some ways, it reminded me of the spread of the standards movement: "Math has standards, we should too!", except now it's "The National Academy of Engineering has grand challenges, math ed should too!" Then the report spends four paragraphs talking about Hilbert's problems and how they influenced the last 100-plus years of research in mathematics. The report shifts back to the present, summarizing grand challenges in other disciplines. Readers at this point are likely getting anxious, sensing that their grand challenge lies just ahead.

But wait! What's the criteria for a grand challenge again? The report slows to grind away at feedback about how a "grand challenge" was defined in the initial survey. Saying a grand challenge is "doable," for example, wasn't specific enough for some concerned respondents. Okay, point taken. Nobody wants a grand challenge that can't be met. (Ahem...NCLB...100% proficiency targets. Been there, done that.) So now, we prepare ourselves for the challenge...

But first, let's talk about three themes of responses the committee got from the math ed community. Let me be clear: These aren't the challenges, just the themes describing a body of suggested challenges:

  1. Changing perceptions about what it means to do mathematics.
  2. Changing the public’s perception about the role of mathematics in society.
  3. Achieving equity in mathematics education.

I was hoping to have a strong, positive reaction to these, but I fear my inner cynic took over: "In a nutshell, survey respondents argued our grand challenge for the future is to finally win the math wars that we've been fighting for the past 25 years." The details that followed this list, while short, were thoughtful. My inner cynic quieted down. We do need public support for improved ways of teaching mathematics. We do need to conceive of equity and teaching that goes beyond simply narrowing the achievement gap. All good things. But like I said, those were just themes. So now, I stand ready for the distillation of those themes to form itself in the shape of a grand challenge. So the winner is...

Will you settle for a "hypothetical" grand challenge instead? NCTM suggests this as a mere example: All students will be mathematically literate by the completion of eighth grade, accompanied with this disclaimer:

Our example is only meant to illustrate how a Grand Challenge could satisfy the criteria listed in the previous section; we are not suggesting that it is necessarily a Grand Challenge we should pursue.

There are then six paragraphs describing the attention and importance given to literacy (the read-and-write text kind) and how we should give the same attention and importance to mathematical literacy. But this isn't the grand challenge. It could be, but it's not. Unless we decide it is. Which we haven't.

What we need next, says the report, is to think about the process we need to draft grand challenges. The design researcher in me says, "Yes, this is how to do this. We asked for grand challenges, got input, and now we're going to make revisions to our thinking and ask for more input, and it's going to be better input the next time around." I get it. But readers expecting a call to action might think NCTM is just calling a big, frustrating "Do over!" on the process. Here's NCTM's proposed plan, which they encourage people to critique: Engage many voices. Give people opportunities to draft the grand challenges and comment on drafts written by others. Engage in conversations online (!) and at conferences. Avoid just handing this work to a committee. So expect to see the NCTM Grand Challenge Grand Tour coming to a town near you — they'll have sessions in Boston at the Research Conference and Annual Meeting, as well as at AREA, AMATYC, AMTE, the Benjamin Banneker Association, EONAS, MAA, NCSM, PME-NA, TODOS, WME, regional NCTM meetings, and online venues. (Forgive me for not spelling out all the organizations. I figure if you don't know what it is, you're probably not attending.) I found this bit interesting:

The NCTM Research Committee will also convene a diverse group with a wide variety of expertise to review all submitted challenges, write additional challenges, vet them according to the criteria set forth in the invitation, and provide opportunities for the field to comment on them.

That sounds a bit like a hand-picked committee working in conjunction yet parallel to all the work described above. There's little detail, but I think NCTM better be clear about how the work of this committee will be weighed against the suggestions of the broader community. So, are we ready? Psyched? Ready to push that boulder back up the hill? I hope not, because the last section, while probably necessary, is a bit of a downer.

The Research Committee knows that a grand challenge — if and when we have one — will have consequences for researchers:

Any time a representative group of people is given an opportunity to identify Grand Challenges for an entire field, there is a moral obligation to consider the associated risks and weigh them against the potential benefits. The risks associated with creating a document that identifies our field’s Grand Challenges could be significant, yet we hope to minimize the risks by acknowledging and addressing them throughout the process.

What are the risks? Some people's research and work will get privileged over others. Funding will get reallocated. Journals will rethink what should and should not be published. The groups we consider to be "stakeholders" in math education could change. In some cases, people's feelings might get hurt; in other cases, careers could be threatened. I know this sounds overly dramatic, but the tenure and promotion game for academic researchers can be a rough one, and the research committee knows that. It still struck me as odd to see this "inside baseball"-type discussion near the end of the report, but it might comfort some and give fair warning to others.

So that's it. NCTM's grand challenge was not, and will not be, the "we asked, you answered" kind of process that some of us might have expected. I guess you could call that the bad news. If you were ready to jump to collective action, you're going to have to wait. But there is good news: If you are looking to give your input, it looks like you'll have multiple opportunities. And now that the task ahead is defined more clearly, we can think not just of possible challenges, but the ways we'll organize ourselves to tackle those challenges. To me, the key to the former will be the latter.

References

Stephan, M. L., Chval, K. B., Wanko, J. J., Civil, M., Fish, M. C., Herbel-Eisenmann, B., … Wilkerson, T. L. (2015). Grand challenges and opportunities in mathematics education research. Journal for Research in Mathematics Education, 46(2). Retrieved from http://www.nctm.org/Publications/journal-for-research-in-mathematics-education/2015/Vol46/Issue2/Grand-Challenges-and-Opportunities-in-Mathematics-Education-Research/

NCTM's Grand Challenge

This post first appeared at CLIME Connections. I thank Ihor Charischak (@climeguy) for reaching out and encouraging me to think more deeply about these issues, and for letting me repost this here.

The Old and the New

NCTM has a generation gap problem.

What Dan was noticing at the 2013 NCTM Annual Meeting may not have been just about age, but age is a big part of it. During a session at the 2014 NCTM Annual Meeting, Jon Wray reported that the median age of an NCTM member is 57.5 years. 57.5 years! I personally have a fondness for NCTM veterans and enjoy the history of mathematics education, but a median of 57.5 is big when compared to the current distribution of teacher ages, where we see a median age closer to 40-42 and a modal age of about 30:

(Source: Ingersoll, Merrill, & Stuckey, 2014)

This age difference is noteworthy for NCTM because older generations, like those in the upper half of NCTM's membership, tend to be relatively loyal to their institutions. But that's not the case for younger generations that now comprise the bulk of new teachers. Millennials often fail to find relevance in institutions, or they share in Generation X's tendencies towards institutional mistrust. Claims like these are symptomatic of NCTM's challenge:

It's not that Millennials don't value the power of being organized — they just tend to use the internet and social media to organize rather than rely on help from established organizations. An increasing number of math teachers are using Twitter and other social networks to organize themselves in both less- and more-formal ways. There might be no better example of self-organization than "Twitter Math Camp," an institution-free math conference where attendees tend to be young, connected, and not members of NCTM. (Attendees also tended to be very white and male, even more so than for the profession as a whole. That's a challenge for TMC and our social networks.)

The degree to which NCTM understands the changing needs of its membership is not entirely clear. On the one hand, NCTM does have an organizational social media presence (Twitter, Facebook, and LinkedIn) as well as blogs and social media accounts for their teacher journals (TCM, MTMS, and MT). Yet, not so long ago, members of NCTM's Research Committee appeared unaware that such tools could be used for connecting with teachers. In a 2012 report, the committee's recommended strategies for reporting research to teachers focused on journal-based publications and conferences. There were zero mentions of the internet, the WWW, blogs, social media, virtual teacher communities, or anything that would have distinguished their recommendations from plans NCTM might have formulated in the 1980s or before. While the committee's recommendations for how research gets reported in their journals and at their conferences might be sound, an assumption that math teachers will be loyal journal-reading, conference-attending members is not. NCTM's grand challenge is not to refine how well it preaches to its choir.

Thankfully, NCTM is not monolithic and some clearly understand the challenge NCTM faces in being relevant to the various needs of young math teachers. Peg Cagle is one of the better-connected members of NCTM's Board of Directors (Jon Wray is another), and if you click through to see the replies to Peg's question, you'll see a lot about what teachers want and what they feel NCTM is currently providing.

Beyond Content

In 2010 Google's Eric Schmidt famously claimed that every two days we create as much information as we did from the rise of civilization through 2003. While the accuracy of such a statement is difficult to establish, there's no doubt that we are awash with content.

Included in all this content are materials for math teachers, such as curriculum materials, lesson plan sites, instructional videos, test generators, and other teachers' reflections on their practice. What's more, this content is cheaper, more abundant, and more accessible than ever before. When math teachers perceive NCTM mostly as a provider of journals and conferences, NCTM risks becoming just another (and more expensive) content source in a vast sea of content sources. The quality of NCTM's resources certainly helps their cause, but we shouldn't ignore the possibility that people sometimes settle for good enough when they can get something easily at low or no cost. For all its journals and all its conferences, NCTM's game can't be to out-content the rest of the internet.

The internet has spawned many disruptive innovations and NCTM is one of many institutions facing challenges in this content-rich era. Traditional news media is similarly challenged to attract younger subscribers/readers/viewers who are accustomed to using the internet as an abundant source of news coverage, much of which is localized, specialized, and free. We've seen traditional news organizations experiment with variations of familiar revenue strategies, such as targeted advertising and freemium subscription models, but some think it's time for a more fundamental shift in how news media serves the public.

One of my favorite thinkers on the future of news is Jeff Jarvis, a journalism professor, blogger, and podcaster. Recently, Jeff has been working to answer the question, "Now that the internet has ruined news, what now?" Jeff has partly given his answer to this question in a five-part series (1, 2, 3, 4, 5) on Medium as he writes his way towards a new book due out in November. At the core of Jeff's vision is a service-oriented journalism based on relationships, where content is just a means to that end, not the end itself. Journalists would position themselves to work closely with communities, privileging community knowledge instead of acting as the content authority and gatekeeper. Social media would be a key tool for building and maintaining these relationships, as Jeff describes in this selection from Part 2 of his essay:

Now we have more tools at hand that enable communities to communicate directly. So perhaps our first task in expanding journalism’s service should be to offer platforms that enable individuals and communities to seek, reveal, gather, share, organize, analyze, understand, and use their own information — or to use the platforms that already exist to enable that. The internet has proven to be good at helping communities inform themselves, sharing what’s happening via Twitter, what’s known via Wikipedia, and what matters to people through conversational tools — comments, blog posts, and tweets that, never mind their frequent banality and repetition and sometimes incivility, do nevertheless tap the cultural consciousness.

To be clear, Jeff isn't saying journalists should just be replaced by the public sharing of information. Journalists can add value to the community's knowledge by raising new questions, adding context, bringing experts into the conversation, fact-checking, and performing other duties long-associated with quality journalism. What's different, says Jeff, is that "simply distributing information is no longer our monopoly as gatekeepers and no longer a proper use of our scarce resources." Content doesn't go away, but it takes on a supporting role for journalists focused on maintaining personal relationships with their community and its members.

I may be overestimating the similarities between challenges faced by news organizations and by a professional teaching association. But where visions for the future are concerned, I think Jeff Jarvis's service-oriented, relationship-based model for journalism may also be a promising model for NCTM. When I re-read Jeff's essays and mentally substitute "NCTM" for "journalism" or "news," I start to imagine a different kind of NCTM focused on privileging and coordinating the knowledge and relationships of a community of math teachers, one in which journals and conferences are merely seen by members as means, not the ends.

What Now for NCTM

I may be guilty of armchair quarterbacking. I also may be guilty of underestimating how much NCTM members already feel part of a strong professional community built on relationships. During the same panel at which Jon Wray mentioned NCTM's median age was 57.5, he also proudly expressed that he thought of NCTM as a collection of members he could refer to as "we" or "us." That's great for Jon and like-minded members, but that's not where NCTM's grand challenge lies. The challenge is with those who see NCTM as an "it" or a "they," likely young teachers who only associate NCTM with conferences they might not attend and publications they might not read.

I do not profess to be an expert in relationship-building, nor do I believe there to be easy answers. That's part of what makes this a grand challenge. That said, here are a few ideas for moving forward:

  • Don't be faceless. NCTM's blogs and social media accounts are a good start, but to build strong relationships we need to associate with each other as individuals, not as product titles. For example, instead of a @MT_at_NCTM Twitter presence to represent the journal, NCTM needs the editors and authors of Mathematics Teacher to represent themselves online as individuals. The same goes for board members, NCTM staff, and anyone else who identifies with the organization. It's easier to build trust with a person than a brand, and in my two years of helping teachers develop criteria to identify quality resources, I still don't think any indicator of resource quality matters more to a teacher than to have a recommendation from an individual they trust.
  • Find teachers where they are. Perhaps a time existed when it would have made sense for NCTM to build its own social networking site, but that time has passed. We should leverage the networks that already exist and find the teachers there. Some math teachers already use social media for professional reasons and would be easily engaged by NCTM. Other teachers of mathematics, who may only use social media for personal reasons, number in the tens and potentially hundreds of thousands. They may or may not be NCTM members, or regularly interact with other teachers online, but they exist. NCTM needs to organize its membership so that we seek these teachers out, show them that we care, and offer our support.
  • Don't just push, listen. The most common behavior I currently see in NCTM's social media streams is pushing content. To again use @MT_at_NCTM as an example, instead of just pushing out a daily link to an article or calendar problem, show that you're listening to the community. Talk to teachers about what they need and want. Use the journal to respond to these needs and show the community that you're listening. When there's a new article to share, arrange for the authors to engage in discussions and Q&As around what they've written. Again, engage as individuals, and use the @MT_at_NCTM account (and likewise, the other journal social media accounts, blogs, etc.) to highlight and point people to these community interactions.
  • Build a thank you economy and know your members. NCTM should take a few pages from Gary Vaynerchuck's playbook and establish a "thank you economy" with its members. Gary's current business is helping brands with their marketing, focusing more on listening and thanking than with pushing and closing deals. The language Gary uses in his keynotes is NSFW and his message is bold. Here's a 10 minute version and hour-long version of Gary's talks. (Note that these are 3-4 years old but still sound cutting edge. On Gary's clock, that means the next big thing is probably already here.) Gary is a big believer in knowing your customers and using that knowledge to show how much you care. Imagine an NCTM that used social media to know more about you as a teacher — the subjects you were teaching, the textbooks you have, the length of your class period, nuances in your state and local standards, etc., and used that information to help you in ways very specific to your needs. That kind of listening and caring about teachers as individuals builds loyalty.
  • Play matchmaker. At both the AERA and NCTM Annual Meetings this year I heard someone say something like, "We need a match.com for connecting teachers who want to work together" or "We need a website that connects teachers who want to work with researchers." Along with knowing teachers well enough to match them with relevant content and material resources, NCTM should know enough about its membership to connect members with each other.
  • Guide teachers towards mastery. In a 2001 article in Teachers College Record, Sharon Feiman-Nemser discusses what a continuum of teacher education might look like if it began with preservice teachers and continued through the early years of teaching. This continuum would need mentorship and induction programs better than what we have now and, most importantly, someone to coordinate teacher learning across university and school boundaries. For math teachers, NCTM might be the organization that could make this happen. If NCTM knew the strengths and weaknesses of teacher preparation programs, and of individual graduates, and knew more about those individual teachers' needs and experiences, they could position themselves as the facilitator/provider of high-quality, ongoing professional development for teachers. Examples: Maybe I'm a new teacher hired to teach 7th grade, but I student taught with 11th graders — NCTM could build my 1st-year PD around video cases with 7th graders. Maybe my teacher education program was strong in its approach to formative assessment — NCTM could provide support in furthering my practice instead of starting back at the basics. Maybe I switched states for my new teaching position — NCTM could help me better understand how teaching math is different in my new place, and what's worked well for other teachers making a similar move. Yes, this is that big data stuff that scares some people, but I'm not sure the size of the data matters much when it leads to something genuinely helpful.

These are just some ideas. Others will have different perspectives on NCTM's challenges and possible ways to meet them, but I hope this either starts or adds to conversations about math teaching as a profession and we should value in our professional organizations. While I understand why some teachers aren't members of NCTM, I think math teaching is a stronger profession with a strong NCTM. It's a better "we" than a "they." This stronger NCTM lies in a new generation of math teachers, ones who I believe are willing to connect and collaborate as part of an organization committed to forming relationships with them and amongst them, not just providing content to them.

On Major Problems and Grand Challenges, Part 2

Prompted by NCTM's call for "grand challenges," in my last post I looked back at Hans Freudenthal's 1981 "Major Problems" paper. We've made progress in the past 30+ years, and we should recognize that. But that doesn't mean other challenges don't await us, and in this post I'll look at some suggestions made by some fellow bloggers. If this looks like "armchair challenging" it's probably because it is, rambling commentary and all.

Before I continue, it's worth noting that all four bloggers I found writing on this topic are white males. (And I am, too.) If this doesn't bring to mind a grand challenge for the future of math education, I don't know what should.

Robert Talbert: Grand Challenges for Mathematics Education

Robert's first suggestion is to develop an open curriculum for high school and early college. Sure, we've had many curriculum projects, but I can't say I've seen many that try to seamlessly span high school and college. It makes me realize that textbook companies typically package things in ways that align with the jurisdictions of district decision-makers, but there's really no reason it has to be that way.

We currently have some open curriculum projects that might give us a start on this challenge, such as the Mathematics Vision Project out of Utah and the EngageNY materials from New York. I say "give us a start" for two reasons: neither set of materials are very mature (and thus quality can be suspect) and such a project should plan for the evolution and improvement of the materials over time.

Side story: I was having dinner this summer with a retired mathematics education professor and she was telling me about her experiences volunteering to help tutor kids at a local high school. Our conversation went like this:

Her: "I didn't recognize the materials they were using, but they're a mess. It's something they found online and I don't know who put it together, but it looks like different people wrote adjacent lessons and never talked to each other, because there were big jumps from one topic to another with no explanation."

Me: "Let me guess. Are the materials from New York?"

Her: "No, Utah."

Me: "That was my second guess. And your guess about different people writing different lessons without much coordination is a very good guess of what probably happened."

Robert's second and third challenges involve the creation and use of concept inventories for mathematics, like the force concept inventory (FCI) for physics. I hear this get discussed occasionally and I'm aware of some efforts for inventories in calculus and statistics, but they aren't nearly as well recognized or used as the FCI. What's the advantage of having these inventories? They tend to make for great pre-post tests for a course or to judge if a particular teaching approach is better for students' conceptual understanding. Last week I attended a talk by Stephen Pollock who talked about his work in physics education research and the improved results we're getting in CU's physics program. The FCI played a key role in that progress, as it allowed professors to self-monitor their courses and compare their results to others who were attempting to improve their teaching. These kinds of standardized assessment tools could be equally useful and powerful in mathematics departments, especially when used in a self-monitoring sort of way instead of the all-too-common external-and-top-down-accountability-enforcing sort of way.

Robert's last recommendation is to have a preprint server for math education research. As he notes, this is a road we've tried to go down before and we didn't get very far. I don't think the problem has nearly as much to do with policy or categories of the arXiv as it does with the lack of a "preprint culture" in mathematics education. What I learned in those previous preprint discussions, and in my observations as a developing scholar, is that math educators regularly and happily share work in progress — with a select group of people. In math ed, there doesn't seem to be widespread faith in anything like Linus' Law, the open source software dictum that says, "With enough eyeballs, all bugs are shallow." I think the math wars led to a lot of distrust, and some of it is very rational. It's safer to only share preliminary work with a few scholars who share similar methods and theoretical frameworks, and then refine the work after peer review before publication in a journal whose readership is likely to understand the work. Maybe it shouldn't be this way, but to move forward we're going to have to confront some of these beliefs.

Patrick Honner: My Grand Challenge for Mathematics Education

Patrick described in some detail a single grand challenge: "Build and maintain a free, comprehensive, modular, and adaptable repository of learning materials for all secondary mathematics content." It's worth reading his post and the comments. This challenge hits close to home for me because it touches on my own research, including the difficulty of coordinating distributed curriculum development and the infrastructure needed to support the customization of curriculum.

I've always been intrigued by the concept of "modular and adaptable" curriculum materials. Personally, I thought I did my best work as a teacher when I offloaded my curriclum to a high-quality textbook that I'd been trained to use. That's an anathema to many math teachers who take improvisation of curriculum to be a sign of quality teaching. (It's not, by the way. There can be good and bad improvisation, just as there can be good and bad offloading.) I tried writing my own curriculum for a while and found it exhausting and ineffective. In a couple hours per day, I just couldn't create from scratch anything that I thought was as good as the texts coming from university-based curriculum teams with decades of experience and millions of dollars of funding. Go figure. I got better results when I leveraged the rigor and coherence of a text that integrated topics, contexts, tools, and routines across its lessons and units.

With enough effort, however, Patrick's recommendation could lead to a set of materials that are both modular and coherent. I've always seen these in opposition, a sort of "textbook paradox." I speculate that teachers who value being able to adapt and improvise with their curriculum will resist or find ineffective those textbooks built around coherence. It's relatively straightforward to replace a lesson in a very traditional textbook that relies on an isolated set of examples and practice problems. But for reform-based materials, such as IMP, CPM, and Everyday Math, skipping around in the textbook can lead to trouble. Saxon texts, for that matter, with their use of "incremental development," should make a teacher think twice before skipping or improvising a lesson. Thus, the paradox: teachers who want to improve the quality of their curriculum materials probably have an easier time adapting materials that are lower quality to begin with, but if they start with higher-quality materials, adaptation can sacrifice coherence and make adaptation more difficult.

Adaptation can still be done with any curriculum, but it takes skill. Currently, that skill must come almost entirely from the teacher, as the texts aren't smart enough to know what you've been skipping. Take Patrick's challenge far enough, however, and maybe we could have a curriculum that is smart enough to know what you've used and not used. Imagine a statistics curriculum that automatically modifies tasks to use a preferred data set, or a system that reminds you that you should probably include a lesson and practice with mean absolute deviation prior to teaching standard deviation. Or, for algebra, imagine a system that let you decide whether to teach exponential functions before or after quadratics, with the curriculum being smart enough to recommend appropriate modeling tasks. When I helped a school pilot Accelerated Math in 1999 and used the exprience as my student teaching action research project, I really thought we were on the cusp of a wave of "smart curriclum" that would help build coherence into teacher-adapted curriculum. We're not there yet, but a challenge like the one Patrick describes could get us much closer.

David Wees: Grand Challenge for NCTM

David's grand challenges focuses more on people than materials: "Develop a comprehensive, national professional development model that supports the high quality mathematics instruction they have been promoting for many years." ("They" refers to NCTM.) David breaks this challenge into bullet points around the development and scaling of "core practices."

I'm a firm believer in this idea. I get resistance from those who love the creative and spontaneous aspects of teaching, but I think that learning to teach should involve the learning and practicing of key teaching practices. Thankfully, there are some very good people working in this area. Until recently, their efforts were somewhat scattered and referred to with such names as "high-leverage practices" or "ambitious teaching." Thankfully, at AERA this past spring, many of the heavy hitters doing this work came together to address the need for a common language around these practices and supporting their development and use. For a good idea of what a list of core practices might look like, check out the Teaching Works project from the University of Michigan. I have a hard time finding anything on that list that doesn't seem essential to quality teaching, and it reminds me that the list is really the easy part. The real work comes in developing those practices in preservice and inservice teachers, and I'm glad that David had his mind on that development when he articulated his grand challenge.

Bryan Meyer:

Bryan's challenge isn't math-specific but it could help a lot of math teachers. Our expectations for teacher collaboration exceed our opportunities, and changing this involves a lot of people and resources. In some countries there are limits to how many student contact hours a teacher can have because they are expected to be collaborating with or observing other teachers for several hours each day. What if we did that in the United States? We'd have to seriously rethink our resources. Suppose you currently teach six periods a day with about 24 students in each class. What if you only taught four periods with 36 students in each class, and you had the extra two periods to work with other teachers to ensure your instruction in those four periods was better? (For those of you who already have 36 students in your classes and are working out even larger classes in your heads, I'm sorry.) Or, instead of changing class sizes, what if salaries were lowered to accommodate the hiring of extra teachers?

While these questions suggest difficult choices, they do seem like questions that could be answered with adequate research, and maybe there exists some research already that could help us answer them. Still, research in education isn't always very effective at changing school cultures or how resources are allocated. I don't want to sound too pessimistic, but I'm thinking that Bryan's challenge is going to have to focus as much on understanding and developing cultures of collaboration amongst teachers as it would scheduling and resource allocations.

Parting Thoughts

While it may have been personally beneficial for me to put a couple thousand words into a grand challenge I thought about on my own, I realize that our best hopes for meeting a grand challenge come when we share and push each other's ideas. As a student of curriculum and instruction, I find much to like in Robert and Patrick's thoughts about curriculum and David and Bryan's thoughts about instruction. There's some really meaty stuff there.

I've also tried to think about what wasn't mentioned as a challenge. Nobody said, "I really think we need to better understand how students think about ratio/functions/number/proof/etc." While people are hard at work on such questions, I don't think there's any widespread perception that a lack of research in specific areas of student mathematical understanding is what is holding us back. (If there's a challenge I should be writing about, it's about the dissemination and use of this information.) I'm also happy to see that people weren't writing challenges involving new sets of academic standards. It's rather unfortunate that so much energy is being put into debating Common Core when it seems quite likely that standards account for little of the variability in student outcomes. We have a list of stuff we want students to learn. Fine. I'm ready to focus more of our efforts on the learning, not the list.

Lastly, to touch briefly on the challenge I hinted at near the top of this post, I didn't see any equity-focused grand challenges. I think I speak for Robert, Patrick, David, and Bryan when I say we all believe in achieving equitable participation and outcomes in mathematics education. Then again, we can't just say that and expect equity to come about by accident. There are elements of each challenge mentioned that could be used to promote equity, but it's going to take a more explicit focus than we've given it. In fact, maybe the first step is to significantly change the representation implied when I say "we." It seems simple enough, but privilege has a way of producing thoughts of "for" and "to" instead of "with," and that's a challenge for the kinds of people and organizations who pose challenges.

NCTM New Orleans 2014:Levine's The Coming Transformation of American Education: Implications for Mathematics Education

Dr. Arthur Levine - President of the Woodrow Wilson Foundation (amongst other things)

NCTM Research Conference - Monday, April 7, 7:00 pm

Arthur Levine.
Source: http://woodrow.org/about/president/
The 2014 NCTM kicked off this evening with a poster session (which I missed, sadly) and an address by Dr. Arthur Levine, President of the Woodrow Wilson Foundation and former President of Teachers College, Columbia University. In this talk, Levine detailed what he saw as six current and future forces that have the capacity to transform education.

Force #1: Demographics

In this section of the talk, Levine focused on demographic shifts, such as an aging population, an increased number of people moving to the Sun Belt, changes in color and diversity, and increasing immigration. Here are some of Levine's thoughts and claims:

  • We're going to see an extraordinary number of retirements, both in our university and K-12 systems, and they must be replaced.
  • There's been a 12% increase in math majors in the past 10 years, but it's really hard to recruit them into math education because other professions are more lucrative.
  • We're going to see a new majority of students in higher education: older than 25, part time, overwhelmingly female, and working. Higher education won't be their primary interest as they juggle responsibilities of work and family.
  • Students of the future aren't going to want higher education with "softball leagues or psychological counseling," as they can get those elsewhere. What they want is convenience, service, reliable financial aid, quality instruction, professors who are current in their fields, and low cost. They won't want to pay for things they don't use and they won't care about elective courses. These students will be prime candidates for online instruction.
  • People are moving to traditionally conservative states and we'll have a "Republican hegemony," at least for the near future. This will stress some education systems and deplete others.

Force #2: Economy

Here Levine talked about the shift from an "analog" economy to a "digital" economy and the jobs that either went abroad or no longer exist. Some claims:

  • Entry-level job skills are higher-skilled, with a particular demand for STEM knowledge and skill.
  • States are increasing their graduation standards to the highest levels in history and saying dropouts aren't acceptable, like they could in the past when dropouts could more easily find steady jobs.
  • We're going to find that the fastest growing job fields are STEM fields.
  • Levine says governors who he talks to only talk about economic development and STEM.
  • Everyone will have to be fluent in two languages - words and numbers. We thought we needed to teach kids Chinese, but instead we realized we need to teach them how to code.
  • The symbol of the industrial era is the assembly line. Our schools looked like that and, for a time, it worked. Students moved through by age, taking courses measured in Carnegie units devised in 1910. Now time is variable, process is variable, and we're switching from process to outcomes and a focus from teachers to students. States are imposing standards and outcomes, and this means more accountability and regulation.
  • We're going to see a proliferation of equity lawsuits. Equity used to mean access to the same process. Now students need access to the same outcomes. We've started to see the rise of these lawsuits and they're going to go "through the skies" in the coming years.

Force #3: Relationships with Government

More thoughts from Levine:

  • The emphasis in education is economic development, with STEM on the rise and humanities on the decline.
  • Higher education has shifted from a growth industry to a mature industry. Truman convened a committee in 1947 to engineer for growth. Now it's different. We're not trying to bump from 70% completion rates to 90%. Instead, we're trying to tighten regulations and become more efficient, doing more with less money.
  • If you look at the Obama education plan, you see choice, charters, and accountability. We used to have a name for people who supported those things: Republicans. Republicans and Democrats now only differ on two big education issues: Republicans trash unions in public, while Democrats do so in private, and they disagree on vouchers.
  • Educational improvement has been on the agenda for 30 years. Baby boomers are such a large segment and when they agree on what they want - which isn't often - they get it. Boomers had kids in the 1980s and they demanded great schools. "If you were running for dog catcher or president, you needed an education plan." Now boomers are older and their issues are their parents, if they still have them, and they want health care, elder care, and social security. There are limited budgets and health care will compete with education for public dollars.

Force #4: Technology

Technology is a marker and driver of change, and Levine predicts that curricular materials will change drastically, making traditional textbooks a thing of the past. The same technologies that we use to construct virtual environments like possible sci-fi visions of the future will be used to make rich simulations of history. No longer will students be limited to reading about fifth-century Athens; instead, they can go there virtually, where they'll virtually interact with classmates from around the world. Levine continued with thoughts on "digital natives":

  • "This year's freshmen were born in 1995. That's like last week."
  • "I asked a student in a focus group, 'How are you adapting to new technology?' He said, 'It's not technology unless it happens after you're born.' It's just reality, digital natives at analog universities being taught by digital immigrants."
  • "Sometimes what we call cheating students call collaboration and file sharing. These students float in miles of data one inch deep. If we're hunters, they're gatherers. If we do depth, they do breadth."

Force #5: Privatization

For Levine, this one is relatively simple. Education is very appealing to the private sector. They see it as a growth industry that's counter-cyclical: the market for education goes up when the economy goes down, and education is subsidized with dependable cash flows. Private says they educate more efficiently and with stronger leadership, so we can expect to see more and more money from the private sector in both post-secondary and K-12.

Force #6: Knowledge Producers

Publishers and other content producers are all after the same information, says Levine. He recalled a conversation he had with someone in the educational content/publishing industry:

Publisher: "We're not in the book business anymore. We're in the knowledge business. We have products in 15,000 schools and we offer professional development. No higher education institution can match that."
Levine: "Where are you getting your content from?"
Publisher: "We hired full-time content providers."
Levine: "I thought to myself, 'I don't know anyone who is a content provider,' so I had to ask what one was. What the publisher described is essentially what I would call 'professors.' So we're competing for the same people, except he can offer bonuses."

Implications

Levine summarizes with the claim that we'll see an increase in education providers, with a blurring about what's private and what's public. We'll also see a blurring of local and global. We've transitioned before, says Levine, when our country went from a predominantly agricultural economy to an industrial economy. The Latin and Greek classes the educated elite enjoyed weren't of much use in an industrial economy, so new universities were created that were more specialized and technical, like MIT, along with land-grant universities straddling the worlds of arts and sciences and community colleges that made higher education local. Our coming transformation will re-position faculty as assessors, prescriptors, diagnosticians, while learning will increasingly become outcome based.

More from Levine:

  • We're going to see three kinds of higher ed institutions: brick, click, and brick-n-click.
  • For students, we'll see more choice, "anytime" studies (study anyplace, anytime, any style/mode)
  • "If students are going to school and every choice doesn't look like 15 weeks, 3 hours a week, there's got to be a way to calibrate it all, and I think we'll do it based on outcomes."
  • "I think we'll see a change in high-stakes assessment. Imagine if our GPS gave us results every hour. What would it tell us? 'You're 80 miles out of the way. Recalculating.' That's not useful. Assessment will move from largely summative to formative, formative, formative until it's summative. I think we're also going to see data, data, evidence, evidence as we focus on outcomes and learning. We'll ask what George W. Bush once asked: 'Is our children learning?'"
  • We're also going to see much more lifelong learning. "Now we have students taking all their courses just in case they'll need them." In the future, courses will be delivered just-in-time.
  • I think we'll see talent prioritized over the institutions where talent works. Is it more important to have 100,000 students in a class, or be faculty at Stanford? Someone with 100,000 students doesn't need Stanford. They'll say, "I'm the product. I don't need their branding." These faculty won't have jobs - they'll have agents. Faculty will want MOOCs, consulting deals, book deals, TV deals, and they'll negotiate for them. This happened in Hollywood; for a time the movie studios dominated, but now we go for the actors and don't care about the studio. That will become increasingly true in higher education.

Lastly, Levine believes that mathematics and STEM is in a spotlight we haven't seen since the Sputnik era. So what do we do? This won't last forever:

"When it comes time to talk STEM and math, right now the media is much more likely not to come to us instead of Bill Gates. He's seen as being ahead of where we are. But these are the fields of the future, the ones our children will depend upon. I think universities are still the right ones for the job. Ninety percent of STEM educators are prepared there. Research shows that nobody's better than we are at this."

NCTM Annual Meeting Fee Frustration (Updated 9-18)

I was recently informed by NCTM that my proposal to speak at the 2014 NCTM Annual Meeting was accepted. That's the good news. Unlike last year, when the conference was held in my backyard of Denver, I hesitated to accept NCTM's invitation to speak because of the costs involved. Registration fees, hotels, and transportation add up alarmingly quickly, especially for a graduate student getting by on a modest stipend and student loans.

Today I decided to accept the invitation and proceeded through NCTM's multi-step process. Step 1 was to accept, which was done with a quick login and a few clicks. Step 2 was to register for the conference. The registration fee for lead speakers is $281. Okay, but what are the fees for regular attendees? Here are the fees listed at http://www.nctm.org/researchconf/:

Fees at http://www.nctm.org/researchconf/, current as of 9/17/13.

Do you see what I see? If I were a regular NCTM member, the full, early-bird fee would be $345, which means the $281 speaker fee represents a $64 discount. That's a nice way to show your appreciation to speakers, isn't it? But what about student NCTM members? My full, early-bird fee is $172, which means the $281 speaker fee represents a $109 penalty.

Why is this? Does NCTM want to discourage students from presenting? I doubt it, but unless they get their fee structure sorted out that might be the result. I've emailed NCTM about this issue, and I hope they reply sensibly.

While I'm ranting, here's a selection of other things about this process that makes me mean:
  • Silly me did Step 1 before Step 2, which mean I accepted before checking out the speaker fee. Even worse, NCTM warns you that accepting then cancelling puts you in the NCTM doghouse and decreases the chances that any future proposals get accepted.
  • Too many policies at http://www.nctm.org/speak/neworleans/ disappoint me, such as:
    • Remember that recording of Steven Leinwand's talk I posted from the last Annual Meeting? That apparently is (or will be) against NCTM's wishes, as they state: "Written permission to tape or record presentations must be obtained directly from the speaker involved at least thirty days before the NCTM Annual Meeting & Exposition. The request must contain a statement indicating the intended use of such a recording or videotape. The person making the request should also inform the NCTM Headquarters Office in writing at least two weeks prior to the NCTM Annual Meeting & Exposition." I had Leinwand's permission to post the recording, but didn't get that permission from him in advance.
    • If you aren't a lead speaker, but a co-speaker, your registration rate is $344. Yes, a $1 discount compared to the regular, early-bird registration rate. That's like leaving your waitstaff a nickel tip. I'm assuming this higher fee applies to students, too.
    • Speakers must submit a written request to use any art related to the Annual Meeting. I can't imagine there's any real risk to just letting registered speakers download that from the password-protected speaker's website.
    • NCTM's idea of "going green" is to pick up your program book when you register so they don't have to mail it to you. This wouldn't have struck me as strange 10 years ago, but it sure does now. Why not try this, NCTM: Tell everyone that program books will be available electronically, and those wishing a paper copy can pay an extra $5 with their registration. That way you'll have an estimate of how many copies to print, and be "going green" 2014-style.

UPDATE! (Wednesday, September 18)

I received a reply this morning from Michael Barbagallo, Senior Manager of Member Services at NCTM. He said I can pay the student rate and not the speaker rate, but their system does not currently give me a way to register as a student until registration opens to everyone in November. For now I should confirm I will present (which I've done) and book my hotel room (uhh...can I just bring a tent and a sleeping bag to New Orleans?), then NCTM will sort things out in November when I register for the conference. It sounds like there's no automated way to do this and according to Mr. Barbagallo, "we have few students who speak." To that, I say to grad students: I know the culture of academia and research tells us that presenting at research conferences deserves higher priority than presenting at teacher conferences. Cultures can be changed and good things often come when they are challenged.

Starting the Standards Era: NCTM and the 1980s (Part 6 of 6, Focusing the Council on Standards)

(See Part 1, Part 2, Part 3, Part 4, and Part 5 of this six-part series.)

The successful release of the 1989 NCTM Standards paved the way for the release of the next two NCTM standards documents, the Professional Standards for Teaching Mathematics (1991) and the Assessment Standards for School Mathematics (1995). While neither received all the attention of the 1989 Standards, a change in administration in the federal government and changing attitudes at private foundations meant money for later Standards-based projects was more easily obtainable.

In order to provide teachers and district-level mathematics specialists a clearer vision of what Standards-guided lessons would look like, the NCTM launched a project called the Addenda Series, with a committee chaired by Bonnie Litwiller of the University of Northern Iowa1. Although initially intended to produce just a few books a year for one or two years, the project eventually produced 22 books in five years, covering all grade levels K-12. Each book in the Addenda Series provided a set of lesson plans that a teacher could use directly in his or her classroom, offering some of the specificity lacking in the original Standards. The Addenda Series also supported NCTM financially, as it became their most profitable set of publications (S. Frye, personal communication, April 19, 2013).

In order to focus all the NCTM publications on the Standards, a deliberate effort was made by the editors of NCTM's journals to acquire and publish articles that cited the Standards (Lindquist, 2003, p. 837). Authors of research articles that did not refer to the Standards were asked as part of the peer review process to refocus their writing to include the Standards. With this de-facto policy in place, soon nearly every article listed the Standards as a reference. Somewhat ironically, the Standards themselves contain a reference list of only 27 sources (NCTM, 1989, pp. 257-258).

Conclusion

The creation and publication of the NCTM Standards is generally recognized as the event that launched our current era of standards-based reform. Given the rapidity with which educational reforms come and go, such a lasting impact from a document published almost 25 years ago deserves to be well-understood by education policymakers as well as teachers and other education stakeholders. The most significant positive, negative, and fortunate aspects of NCTM's Standards process can be summarized as:

Positive:

  • Leadership desired an organization-level policy influence.
  • Working groups possessed expertise and represented diverse stakeholders.
  • Goals were set conservatively in an effort to broaden public acceptance.
  • Drafts of the Standards were sent to a very wide audience for review and commentary.
  • Standards were promoted through a massive public relations campaign.

Negative:

  • Despite seeking consensus, reconciliation with the most vocal critics in the mathematics community has yet to happen.
  • The working groups lacked writing talent.

Fortunate:

  • A well-timed "crisis" came in the form of A Nation at Risk.
  • NCTM membership rebounded in the mid-80s before the Standards project had an opportunity to put the organization in greater financial jeopardy.
  • Attitudes about the federal government's role in education, as well as national efforts like the Standards, became more favorable after the end of the Reagan Administration.

It's evident that NCTM's leadership in standards-based educational reform didn't come without a sizeable bit of good fortune. The shifting of any number of events by a year or two might have jeopardized the entire process, or relegated the Standards to be that "book on the shelf" to which few paid much attention.

When compared to the Common Core State Standards, a few significant differences stand out to me. First, the NCTM Standards were created largely for the purposes of comparing and judging curriculum, whereas the CCSSM were created as student learning targets and as part of a larger accountability structure. The NCTM Standards were not grade-level specific like the CCSSM, nor were they ever "adopted" wholesale by states or districts. Instead, the NCTM Standards became a foundation for states and districts to write their own standards, and the CCSSM represents the effort to de-duplicate the efforts of states by having a single, agreed-upon set of standards. Although not without their detractors, standards efforts on this scale do have the potential to drive positive change and anchor collaboration between educators across states and districts. Time will tell if any lasting effects of the CCSSM measure up to those of the NCTM Standards, and how.

References

Lindquist, M. M. (2003). My perspective on the NCTM Standards. In G. M. A. Stanic & J. Kilpatrick (Eds.), A History of School Mathematics (pp. 819-842). Reston, VA: National Council of Teachers of Mathematics.

National Council of Teachers of Mathematics. (1989). Curriculum and evaluation standards for school mathematics. Reston, VA: Author.

National Council of Teachers of Mathematics. (1991). Professional standards for teaching mathematics (p. 196). Reston, VA: Author.

National Council of Teachers of Mathematics. (1995). Assessment standards for school mathematics (p. 102). Reston, VA: Author.


  1. Bonnie Litwiller was my academic advisor and twice my methods professor while I was an undergraduate mathematics major at UNI. 

Starting the Standards Era: NCTM and the 1980s (Part 5 of 6, Making a Draft Widely Available for Review; Publishing and Promoting)

(See Part 1, Part 2, Part 3, and Part 4 of this six-part series.)

So far this series has described the first three of six characteristics of the policy process I outlined in Part 1. This installment will look at the next two characteristics. Despite their shorter descriptions, both were critical in NCTM's effort to have the Standards see wide adoption.

Making a Draft Widely Available for Review

There was one aspect of the Standards draft review process that had significant policy implications. Instead of just sending drafts to a limited number of outside experts, as is often the norm in such cases, NCTM sent out 10,000 copies of the 1987 draft to more than fifty other groups with interests in mathematics education (McLeod, 2003, p. 779). Every single page of the draft contained room for comments, and the working groups received comments by the thousands. Not only did such wide distribution create anticipation for the final draft, the NCTM garnered the support of sixty organizations whose names were printed in the opening pages of the final draft (NCTM, 1989, pp. vi-viii). Listing as endorsers the American Mathematical Society, the American Statistical Association, the Mathematical Association of America, and the Mathematical Sciences Education Board helped moderate the opinion by some that mathematicians were excluded from the Standards writing process.

In the end, the Standards incorporated the perspectives of many people and organizations, but not without compromise. Building consensus while being provocative is a tricky balance, something to which Michael Apple (1992) applied the term "slogan system," meaning they were

a statement of goals that was specific enough to provide direction to the field, vague enough to be acceptable to most mathematics teachers, and novel enough for its vision to catch the attention of the many different groups having a stake in mathematics education. (McLeod, 2003, p. 783)


Publishing and Promoting

While the public relations campaign undertaken by the NCTM to promote the Standards may not have been notable from Mary Lindquist's perspective as a writer (see the difference between her four characteristics and my six in Part 1), it certainly deserves attention as a matter of policy. Without a massive effort, the immediate and lasting policy influence of both the NCTM and the Standards would have certainly been reduced. By the time of publication in March 1989, the total expense of the Standards project had reached approximately $1,000,000, far exceeding the initial estimate of $258,000 (McLeod et al., 1996, p. 44). Included in the million-dollar total was $200,000 in expenses paid to public relations firms. Without this and continuing effort, the worry was that the Standards would be resigned to "sit on shelves" (Lindquist, 2003, p. 840), where all but a few curious graduate students would ever look at them again.

The public relations efforts had all the signs of a six-figure expense (McLeod et al, 1996, pp. 15-16). First, NCTM leadership, including President Shirley Frye and Tom Romberg, were coached to improve their ability to positively present themselves and to handle tough questions gracefully. They then hosted a press conference in Washington D.C. for about 200 members of the media. NCTM leaders made appearances on the Today Show and other major news programs and Astronaut Sally Ride was brought in to help by lending her endorsement. A video featuring jazz musician Wynton Marsalis describing the Standards was "shown over 6000 times by 121 television stations, reaching an audience in the millions" (McLeod et al., 1996, p. 64).

Perhaps most significant was how many copies of the Standards the NCTM had arranged to give away. Unlike the Agenda's relatively short 30 pages, the Standards were 258 pages in length. Still, the NCTM gave away a copy to each one of their 51,000-plus members, as well as anyone and everyone who might have influence but wasn’t an NCTM member. Judith Sowder, Standards Coordinating Committee chair, remembered:

The mailing lists were enormous. The NCTM lobbyist took [the Standards] around personally and handed them to members of Congress. Certainly every dean of sciences, every chair of a mathematics department, every math coordinator, high school principal, and elementary school principal who was on our mailing lists got one. We sent to PTA presidents, school board presidents, and on and on and on. Every mailing list that could possibly be used was used. (McLeod et al., 1996, p. 63)

While the size of this giveaway represented a huge cost to NCTM, it was necessary to ensure widespread adoption. Fortunately for NCTM and their budget, by 1995 more than 258,000 copies of the Standards had been distributed, including the giveaways, and the $25 cost per purchased copy made up for the lost revenue and helped pay for the expenses of the project (McLeod et al., 1996, p. 63).

Now that NCTM had written, published, and promoted the Standards, the last important piece was to make sure they played a part in future efforts. In Part 6, we'll look at how the NCTM focused efforts around the Standards, and I'll wrap up the series with some reflection.

References

Apple, M. W. (1992). Do the standards go far enough? Power, policy, and practice in mathematics education. Journal for Research in Mathematics Education, 23(5), 412-431. doi:10.2307/749562

Lindquist, M. M. (2003). My perspective on the NCTM Standards. In G. M. A. Stanic & J. Kilpatrick (Eds.), A History of School Mathematics (pp. 819-842). Reston, VA: National Council of Teachers of Mathematics.

McLeod, D. B. (2003). From consensus to controversy: The story of the NCTM Standards. In G. M. A. Stanic & J. Kilpatrick (Eds.), A History of School Mathematics (pp. 753-818). Reston, VA: National Council of Teachers of Mathematics.

McLeod, D. B., Stake, R. E., Schappelle, B. P., Mellissinos, M., & Gierl, M. J. (1996). Setting the standards: NCTM's role in the reform of mathematics education. In S. A. Raizen & E. D. Britton (Eds.), Bold ventures: Case studies of U.S. innovations in mathematics education (pp. 13-132). Dordrecht, The Netherlands: Kluwer.

National Council of Teachers of Mathematics. (1989). Curriculum and evaluation standards for school mathematics. Reston, VA: Author.

Starting the Standards Era: NCTM and the 1980s (Part 4 of 6, Establishing and Supporting Working Groups)

(See Part 1, Part 2, and Part 3 of this six-part series.)

NCTM's standards-writing process began in 1986 when the Council proposed the creation of a Commission on Standards, chaired by Tom Romberg, and four working groups: grades K-4, 5-8, 9-12, and evaluation. Each working group was chosen for its expertise and consisted of six people, generally a mix of mathematics teachers, state and district math supervisors, mathematics professors from major university mathematics departments, and mathematics education researchers (Lindquist, 2003, pp. 826-827; McLeod, 2003, pp. 772-773). The working groups were somewhat conservative, as radical suggestions would likely make for a less marketable policy recommendation. John Dossey, then president of NCTM, remarked that each group included

somebody who had been around and had a lot of experience – who could represent not a traditional view, but someone who understood the status quo well, who understood the dangers of change, and who was a worker for change, but who knew that you could not just flip a switch and have it happen. (McLeod et al., 1996, p. 46)

While expertise and diversity are generally key ingredients in a policy-making process, a quality that may have been overlooked was the recruitment of quality writers. While some members of the working groups had written textbooks, "neither writing experience nor the ability to produce polished prose was a criterion for selection, and the writing teams often struggled to produce high-quality text" (McLeod, 2003, p. 774). Writing quality was an unexpected struggle during the almost two-year process of writing the Standards.

Although the working groups were tasked with writing standards focusing on mathematical content, they were also mindful of equity issues – including how the inclusion of equity statements might help or hinder the adoption of the Standards. Christian Hirsch, chair of the 9-12 working group, remarked:

I think a careful look at the Standards would show that, in the case of the high school mathematics curriculum, there were two issues that the Standards politically decided not to take a stand on. One was the issue of tracking, and the other was the issue of whether the mathematics studied each year at the high school should be an integrated or unified curriculum, as opposed to a curriculum that was subject-matter oriented each year: algebra, geometry, advanced algebra. That decision was very conscious, in that we felt that we needed to identify in the Standards what we believed at the time in history to be the most important mathematics that all students should have the opportunity to study. And that in itself was advancing thinking on the curriculum quite a ways, because if one looked at the curriculum of the 1970s and 1980s, there was a marked contrast between the mathematics that was in college prep programs and the mathematics that one found in general math, consumer math, remedial courses. We felt it was most important to get out on the table (and over time gain acceptance for) the notion that all kids should be studying different mathematics, rather than getting the Standards caught up in a heated debate over how that mathematics could be organized and made available to students – that is, through sequences of courses that may or may not be tracked. (McLeod et al., 1996, pp. 56-57)

With the exception of a small grant from the AT&T Foundation for $25,000, NCTM chose to finance the writing of the Standards themselves, despite having recently been in significant financial difficulty. The organization had seen its membership fall from 82,000 in 1968 to 56,000 in 19831, and the loss of revenue forced the Board of Directors to consider a proposal to eliminate NCTM's publication program (McLeod et al., 1996, p. 20). Despite the risk of bearing the responsibility for the Standards total estimated cost of $258,000 (McLeod et al., 1996, p. 42) former Executive Director James Gates claimed "the proposal [to fund the Standards] was not submitted to either NSF or the U.S. Department of Education, so that no claims could be made that the federal government had funded the development of curriculum and evaluation standards" (Gates, 2003, p. 742). In addition, the self-funding of the Standards and the decision to not write textbooks, as had been the case during the new math era, afforded the working groups relative independence from textbook publishers. The "corrupting process" (McLeod et al., 1996, p. 33) of working with textbook publishers was a shared concern among the working groups, explained by Arthur Coxford in his chapter in A History of School Mathematics:

Publishers tend to be concerned with the 'bottom line,' whereas curriculum developers desire to try new ideas and organizations. Editors for publishers listen carefully to state textbook adoption committees and to teachers in the field. Neither of these groups was demanding radically different curricula in the 1980s. In fact, they often recommended retaining topics (Cramer's rule or computation using logarithms, for example) long after the usefulness, mathematical or in application, of the topic had diminished. Often it seemed such recommendations were based on an individual's opinion rather than the result of a careful analysis of needs. (Coxford, 2003, p. 613)

While self-funding did afford the working groups a degree of independence and James Gates' statement is at least partially true, the reality of the situation is that the federal government had very little, if any, money to give for a project like the Standards. In 1982, the Reagan Administration has stripped all K-12 funding for mathematics and science from NSF's budget (McLeod et al., 1996, p. 25). Moreover, the same Reagan Administration that had recently sought to dismantle the U.S. Department of Education in the name of local control was not likely to award large sums of money for the development of a national set of curriculum standards. NCTM had applied for a sizable amount of other private money, but the AT&T grant was the only one awarded. Clearly the organization had no other real options but to pay for the Standards itself and use the independence to its advantage, including spinning the effect of that independence as a policy tool.

In Part 5 of this series, we'll look at how NCTM collected and incorporated feedback about the Standards and the measures they took to promote the published draft.

References

Coxford, A. F. (2003). Mathematics curriculum reform: A personal view. In G. M. A. Stanic & J. Kilpatrick (Eds.), A History of School Mathematics (pp. 599-621). Reston, VA: National Council of Teachers of Mathematics.

Gates, J. D. (2003). Perspective on the recent history of the National Council of Teachers of Mathematics. In G. M. A. Stanic & J. Kilpatrick (Eds.), A History of School Mathematics (pp. 737-752). Reston, VA: National Council of Teachers of Mathematics.

Lindquist, M. M. (2003). My perspective on the NCTM Standards. In G. M. A. Stanic & J. Kilpatrick (Eds.), A History of School Mathematics (pp. 819-842). Reston, VA: National Council of Teachers of Mathematics.

McLeod, D. B. (2003). From consensus to controversy: The story of the NCTM Standards. In G. M. A. Stanic & J. Kilpatrick (Eds.), A History of School Mathematics (pp. 753-818). Reston, VA: National Council of Teachers of Mathematics.

McLeod, D. B., Stake, R. E., Schappelle, B. P., Mellissinos, M., & Gierl, M. J. (1996). Setting the standards: NCTM's role in the reform of mathematics education. In S. A. Raizen & E. D. Britton (Eds.), Bold ventures: Case studies of U.S. innovations in mathematics education (pp. 13-132). Dordrecht, The Netherlands: Kluwer.

National Council of Teachers of Mathematics. (2013). NCTM at a glance. Retrieved from http://www.nctm.org/about/content.aspx?id=174


  1. Membership began to rebound in 1984. NCTM's membership grew to 118,000 in 1995 (McLeod et al., 1996, p. 20) and currently stands at 80,000 members (National Council of Teachers of Mathematics, 2013). 

Starting the Standards Era: NCTM and the 1980s (Part 3 of 6, Meeting a [Perceived] Need)

(See Part 1 and Part 2 of this six-part series.)

"Exactly where the Agenda's call for action might have led without the appearance of a new crisis is not clear" (Fey & Graeber, 2003, p. 553). If the research and public sentiment regarding mathematics education had looked positive as the country moved into the 1980s, there would have been little need for the NCTM to flex its new policy muscles. But that wasn't the case. Instead, growing concern over the state of math education would give the NCTM a reason to put the Agenda for Action into action.

In the late 1970s, the NSF funded a series of surveys and case studies to determine a baseline of the nation's mathematics performance. The case studies indicated that most classrooms were still exhibiting a traditional view of mathematics and showed little influence of the new math efforts of the 1960s (McLeod, 2003, p. 757). Furthermore, early results from the National Assessment of Educational Progress (NAEP) raised doubts that students were able to perform anything but the most basic mathematical tasks.

Less publicly visible but yet of concern to mathematics educators was the continued trend towards "basic" math textbooks. In particular, the claims of outspoken textbook author John Saxon "became a preoccupation of NCTM leaders" (McLeod, 2003, pp. 760-761). Saxon (1982), in a three-page Phi Delta Kappan article, made boisterous claims about the effectiveness of his textbooks. The article lacked a description of how (or if) the treatment and control groups were randomized, what textbooks were used by the students in the control group, how the assessment used to measure students' learning was constructed, and failed to use any real statistical tests. It did, however, include the address of the publisher and the cost of his textbook, as well as statements like, "A general scanning of the scores suggests that gifted students who used the normal textbooks were severely damaged and that less gifted students who used the normal textbooks were destroyed" (p. 484).

NCTM’s Research Advisory Committee (RAC) fielded concerns over Saxon's claims, some requesting censure of Saxon's texts and others requesting further research regarding the effectiveness of the Saxon texts. John Dossey, NCTM president from 1986-1988, recalled that "RAC members felt that it was inappropriate for professional groups to censure material, especially in the absence of an agreed-upon set of standards" (McLeod et al., 1996, p. 31). Concurrently, NCTM's Instructional Issues Advisory Committee (IIAC) was considering the creation of a document that could be used by schools when selecting textbooks. Jim Fey, an IIAC member at the time, said, "There was some concern from several places that textbooks, and therefore curricula, were being driven by non-professional considerations, political log rolling, and so on" (McLeod et al., 1996, p. 31). The RAC and IIAC were already considering such a textbook selection document in the spring of 1983 when a much more public educational crisis would demand the attention of the NCTM.

In April the National Commission on Excellence in Education (1983) published A Nation at Risk: The Imperative for Educational Reform. This critical document used Cold War-era language combined with threats of losing our nation's economic competitiveness to assert that it was imperative that schools change to meet the nation's growing needs. A Nation at Risk convinced many that an increase in the amount rigorous coursework required in schools, specifically in mathematics and science, should be a top national priority. While there is substantial evidence suggesting that the nation wasn't any more "at risk" than it ever had been (Berliner & Biddle, 1995), the perception of risk was more important than the truth.

By the end of 1983, two small conferences were held to determine the math education community's response to A Nation at Risk. Only sixty-eight people attended in total, with only six people attending both conferences (McLeod, 2003, p. 767). One of those six people was Tom Romberg, the University of Wisconsin professor who would later be named chairperson of the NCTM Standards Commission. Among the recommendations to come out of those conferences was the organization of a group who could write a set of guidelines specifying qualities of a proper mathematics curriculum (Romberg & Stewart, 1984).

Romberg remembered that "A Nation at Risk served primarily as a spark plug, a starting point for people" (McLeod et al., 1996, p. 27). Others downplayed the influence of A Nation at Risk. Mary Lindquist claimed "The Standards came mainly from within mathematics education rather than as a reaction to A Nation at Risk or federal policies" (McLeod et al., 1996, p. 37). The deciding measure of A Nation at Risk's impact might be found in the Standards themselves, in the first line of the first paragraph of the Introduction: "These standards are one facet of the mathematics education community's response to the call for reform in the teaching and learning of mathematics" (NCTM, 1989, p. 1). The footnote for that sentence contains the statement "See A Nation at Risk."

NCTM had prepared itself to take a stand on matters of policy and now they had their greatest opportunity. In Part 4 of this series, we'll look at how NCTM organized itself to write the Standards, and the risks they took and avoided in doing so.

References

Berliner, D. C., & Biddle, B. J. (1995). The manufactured crisis: Myths, fraud, and the attack on America’s public schools (p. 414). New York, NY: Basic Books.

Fey, J. T., & Graeber, A. O. (2003). From the New Math to the Agenda for Action. In G. M. A. Stanic & J. Kilpatrick (Eds.), A History of School Mathematics (Vol. 1, pp. 521-558). Reston, VA: National Council of Teachers of Mathematics.

McLeod, D. B. (2003). From consensus to controversy: The story of the NCTM Standards. In G. M. A. Stanic & J. Kilpatrick (Eds.), A History of School Mathematics (pp. 753-818). Reston, VA: National Council of Teachers of Mathematics.

McLeod, D. B., Stake, R. E., Schappelle, B. P., Mellissinos, M., & Gierl, M. J. (1996). Setting the standards: NCTM‟s role in the reform of mathematics education. In S. A. Raizen & E. D. Britton (Eds.), Bold ventures: Case studies of U.S. innovations in mathematics education (pp. 13-132). Dordrecht, The Netherlands: Kluwer.

National Commission on Excellence in Education. (1983). A nation at risk: The imperative for educational reform. Washington, D.C. Retrieved from http://www2.ed.gov/pubs/NatAtRisk/index.html

National Council of Teachers of Mathematics. (1989). Curriculum and evaluation standards for school mathematics. Reston, VA: Author.

Romberg, T. A., & Stewart, D. M. (Eds.). (1984). School mathematics: Options for the 1990s. Retrieved from http://www.eric.ed.gov/ERICWebPortal/detail?accno=ED250196

Saxon, J. (1982). Incremental development: A breakthrough in mathematics. Phi Delta Kappan, 63(7), 482-484. Retrieved from http://www.jstor.org/stable/20386409.