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The Smarter Balanced Assessment System: An Overview Joe Willhoft, Ph.D. Executive Director ESD Superintendents September 24, 2012 Puget Sound ESD

The Smarter Balanced Assessment System: An Overview Joe Willhoft, Ph.D. Executive Director ESD Superintendents September 24, 2012 Puget Sound ESD

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Page 1: The Smarter Balanced Assessment System: An Overview Joe Willhoft, Ph.D. Executive Director ESD Superintendents September 24, 2012 Puget Sound ESD

The Smarter BalancedAssessment System: An

OverviewJoe Willhoft, Ph.D.Executive Director

ESD Superintendents September 24, 2012Puget Sound ESD

Page 2: The Smarter Balanced Assessment System: An Overview Joe Willhoft, Ph.D. Executive Director ESD Superintendents September 24, 2012 Puget Sound ESD

Common Core State Standards

• Define the knowledge and skills students need for college and career

• Developed voluntarily and cooperatively by states; more than 40 states have adopted

• Provide clear, consistent standards in English language arts/Literacy and mathematics

Source: www.corestandards.org

Page 3: The Smarter Balanced Assessment System: An Overview Joe Willhoft, Ph.D. Executive Director ESD Superintendents September 24, 2012 Puget Sound ESD

A Next Generation of Assessments

• Rigorous assessment of progress toward “college and career readiness”

• Common cut scores across all Consortium states

• Provide both achievement and growth information

• Valid, reliable, and fair for all students, except those with “significant cognitive disabilities”

• Administered online

• Use multiple measures

• Operational in 2014-15 school year

US Dept. of Ed has funded two consortia of states with development grants for new assessments aligned to Common Core State Standards

(Federal Register / Vol. 75, No. 68 / Friday, April 9, 2010 pp. 18171-85)

Page 4: The Smarter Balanced Assessment System: An Overview Joe Willhoft, Ph.D. Executive Director ESD Superintendents September 24, 2012 Puget Sound ESD

Smarter Balanced:A State-led Consortium

Page 5: The Smarter Balanced Assessment System: An Overview Joe Willhoft, Ph.D. Executive Director ESD Superintendents September 24, 2012 Puget Sound ESD

A National Consortium of States• 25 states

representing 40% of K-12 students

• 21 governing, 4 advisory states

• Washington state is fiscal agent

• WestEd provides project management services

Page 6: The Smarter Balanced Assessment System: An Overview Joe Willhoft, Ph.D. Executive Director ESD Superintendents September 24, 2012 Puget Sound ESD

The Smarter BalancedAssessment System

Page 7: The Smarter Balanced Assessment System: An Overview Joe Willhoft, Ph.D. Executive Director ESD Superintendents September 24, 2012 Puget Sound ESD

A Balanced Assessment System

Common Core State Standards specify

K-12 expectatio

ns for college and

career readiness

All students

leave high

school college

and career ready

Teachers and schools have information and tools

they need to improve

teaching and learning

Summative: College and career

readiness assessments for

accountability

Interim: Flexible and open

assessments, used for actionable

feedback

Formative resources:Supporting

classroom-based assessments to

improve instruction

Page 8: The Smarter Balanced Assessment System: An Overview Joe Willhoft, Ph.D. Executive Director ESD Superintendents September 24, 2012 Puget Sound ESD

Summative Assessments for Accountability• Built on solid technology

• Coverage of full breadth/depth of Common Core

• Precise assessment of all students

Computer Adaptive Testing (CAT)

Portion

• Deeper learning with thematic and scenario-based tasks

• Real-world problems aligned to Common Core

• PT scores combined with CAT for overall score

Performance Task (PT) Portion

• K-12, higher ed, business, and policymakers part of decision-making

• Broad review of “Achievement Level Descriptors”

• Field testing includes PISA, TIMSS, NAEP items

• Longitudinal data systems used for triangulation

Setting Performance Standards

(Cut Scores)

Page 8

Page 9: The Smarter Balanced Assessment System: An Overview Joe Willhoft, Ph.D. Executive Director ESD Superintendents September 24, 2012 Puget Sound ESD

Interim Assessments to Signal Improvement

• Non-Secure• Timing and frequency are locally determined• Interim test-builder creates aligned

assessments

Flexible

• Teachers can match assessments with scope and sequence

• Teachers can review student responses• Teachers can score student responses

Supports Proficiency Based

Instruction

• Includes full range of item types• Uses the same scale as the Summative

Assessment• Includes performance assessments

Authentic Measures

Page 9

Page 10: The Smarter Balanced Assessment System: An Overview Joe Willhoft, Ph.D. Executive Director ESD Superintendents September 24, 2012 Puget Sound ESD

Summative and Interim Use of

Computer Adaptive Technology

• Turnaround time is significantly reduced• Can assess broad range with fewer

items

Faster results, fewer items

Deeper Analysis• Accurate measurement across range of

students• Improved measures of student growth

over time

Increased precision

• Item difficulty based on student responses

Tailored to student ability

• Large item pool means not all students receive the same questionsGreater security

• GMAT, GRE, COMPASS (ACT), Measures of Academic Progress (MAP)Mature technology

Page 10

• Reports for classrooms and schools draw from the full range of items seen by many students

Page 11: The Smarter Balanced Assessment System: An Overview Joe Willhoft, Ph.D. Executive Director ESD Superintendents September 24, 2012 Puget Sound ESD

Formative Tools for Classroom- Based

Assessment Practices• Tools/materials for Classroom-based

Assessments• Fully aligned to Common Core State

Standards• Available for in-service and pre-service

development

Improving Instruction

• Access to the best resources available• Collaborate with other states on special

projects• Professional social networking across the

Consortium• Tools to evaluate publishers’ tests

Pooling Resources

Page 11

Page 12: The Smarter Balanced Assessment System: An Overview Joe Willhoft, Ph.D. Executive Director ESD Superintendents September 24, 2012 Puget Sound ESD

A Balanced Assessment System

School Year Last 12 weeks of the year*

DIGITAL CLEARINGHOUSE OF FORMATIVE TOOLS, PROCESSES AND EXEMPLARS Released items and tasks; Model curriculum units; Educator training; Professional development tools and resources; Scorer training modules; Teacher collaboration tools; Evaluation of publishers’ assessments.

English Language Arts/Literacy and Mathematics, Grades 3-8 and High School

Computer Adaptive

Assessment andPerformance

Tasks

Computer Adaptive

Assessment andPerformance

TasksScope, sequence, number and timing of interim assessments locally determined

*Time windows may be adjusted based on results from the research agenda and final implementation decisions.

PERFORMANCE TASKS

• ELA/Literacy• Mathematics

Re-take option

COMPUTER ADAPTIVE

TESTS

• ELA/Literacy• Mathematics

Optional Interim

Assessment

Optional Interim

Assessment

Page 13: The Smarter Balanced Assessment System: An Overview Joe Willhoft, Ph.D. Executive Director ESD Superintendents September 24, 2012 Puget Sound ESD

Engaging Educators

Page 14: The Smarter Balanced Assessment System: An Overview Joe Willhoft, Ph.D. Executive Director ESD Superintendents September 24, 2012 Puget Sound ESD

K-12 Educator Involvement• Support for

implementation of the Common Core State Standards (2011-12)

• Write and review items/tasks for the for the pilot test (2012-13) and field test (2013-14)

• Development of educator leadership teams in each state (2012-14)

• Evaluate formative assessment practices and curriculum tools for inclusion in digital library (2013-14)

• Score portions of the interim and summative assessments (2014-15 and beyond)

Page 15: The Smarter Balanced Assessment System: An Overview Joe Willhoft, Ph.D. Executive Director ESD Superintendents September 24, 2012 Puget Sound ESD

Higher Education Collaboration

• Involved 175 public and 13 private systems/institutions of higher education in application

• Two higher education reps on the Executive Committee

• Higher education lead in each state and higher education faculty participating in work groups

• Goal: The high school assessment qualifies students for entry-level, credit-bearing coursework in college or university

Page 16: The Smarter Balanced Assessment System: An Overview Joe Willhoft, Ph.D. Executive Director ESD Superintendents September 24, 2012 Puget Sound ESD

Progress and Timeline

Page 17: The Smarter Balanced Assessment System: An Overview Joe Willhoft, Ph.D. Executive Director ESD Superintendents September 24, 2012 Puget Sound ESD

Assessment Claims for ELA / Literacy

“Students can demonstrate progress toward college and career readiness in English Language arts and literacy.”

“Students can demonstrate college and career readiness in English language arts and literacy.”

“Students can read closely and analytically to comprehend a range of increasingly complex literary and informational texts.”

“Students can produce effective and well-grounded writing for a range of purposes and audiences.”

“Students can employ effective speaking and listening skills for a range of purposes and audiences.”

“Students can engage in research and inquiry to investigate topics, and to analyze, integrate, and present information.”

Overall Claim (Gr. 3-8)

Overall Claim (High School)

Reading

Writing

Speaking and Listening

Research/Inquiry

Page 18: The Smarter Balanced Assessment System: An Overview Joe Willhoft, Ph.D. Executive Director ESD Superintendents September 24, 2012 Puget Sound ESD

Assessment Claims for Mathematics

“Students can demonstrate progress toward college and career readiness in mathematics.”

“Students can demonstrate college and career readiness in mathematics.”

“Students can explain and apply mathematical concepts and interpret and carry out mathematical procedures with precision and fluency.”

“Students can solve a range of complex well-posed problems in pure and applied mathematics, making productive use of knowledge and problem solving strategies.”

“Students can clearly and precisely construct viable arguments to support their own reasoning and to critique the reasoning of others.”

“Students can analyze complex, real-world scenarios and can construct and use mathematical models to interpret and solve problems.”

Overall Claim (Gr. 3-8)

Overall Claim (High School)

Concepts and Procedures

Problem Solving

Communicating Reasoning

Modeling and Data Analysis

Page 19: The Smarter Balanced Assessment System: An Overview Joe Willhoft, Ph.D. Executive Director ESD Superintendents September 24, 2012 Puget Sound ESD

19

Technology Guidelinesfor New Purchases

Minimum for NewHardware

Processor Speed RAM

Available Memory/Storage Resolution

Display Size

1.0 GHz 1 GB 1 GB 1024x768 10” Class

Desktops, laptops, netbooks (Windows, Mac, Chrome, Linux), thin client, and tablets (iPad, Windows, and Android) will be compatible devices provided they are configured to meet the established hardware, operating system, and networking specifications -- and are able to be “locked down”.

Operating Systems

Windows 7 Mac 10.7 Linux (Ubuntu 11.10; Fedora 16)

Chrome Apple iOS Android 4.0

(v1.0 Apr. 2012)

Page 20: The Smarter Balanced Assessment System: An Overview Joe Willhoft, Ph.D. Executive Director ESD Superintendents September 24, 2012 Puget Sound ESD

Field Test 37,000

Items/Tasks

Major Milestones

All-Call for Pilot Testing

Small Scale Trials

IT Readiness Reports

Interim & Formative

Available for Use

Operational Summative Assessment

Set Performance

Standards (Cut Scores)

Verify Performanc

e Standards

Pilot of 10,000

Items/Tasks

Item/Task Writing Begins

IT Readiness Reports

All-Call for Field Testing

State Educator

Teams Begin

IT Readiness Reports

Page 20

Page 21: The Smarter Balanced Assessment System: An Overview Joe Willhoft, Ph.D. Executive Director ESD Superintendents September 24, 2012 Puget Sound ESD

Released Items & Tasks

Page 22: The Smarter Balanced Assessment System: An Overview Joe Willhoft, Ph.D. Executive Director ESD Superintendents September 24, 2012 Puget Sound ESD

Item Development Process

• Early 2012: Assessment claims for ELA/literacy and mathematics approved

• April 2012: Item/task specifications and review guidelines complete

• June 2012: Training modules available for item writers/reviewers

• Summer 2012: Educators from Governing States begin writing items and tasks; cognitive labs / small scale trials begin

• Early October: Sample items available• February / May 2013: Pilot Test of initial 10,000

items and performance tasks

Page 23: The Smarter Balanced Assessment System: An Overview Joe Willhoft, Ph.D. Executive Director ESD Superintendents September 24, 2012 Puget Sound ESD

Purpose of the Sample Items & Tasks

• Illustrate rigor and complexity of ELA/literacy and mathematics items on Smarter Balanced assessments

• Signal to educators the shifts in instruction that will be required to help students meet the demands of the Common Core and new assessments

• Showcase variety of item types:• Selected response• Constructed response• Technology enhanced• Performance tasks

Page 24: The Smarter Balanced Assessment System: An Overview Joe Willhoft, Ph.D. Executive Director ESD Superintendents September 24, 2012 Puget Sound ESD

Exploring the Sample Items/Tasks• Accessed online through a simulated test platform

• Viewable by:– Grade band (3-5, 6-8, and high school) – Content claim– Select types (technology enhanced and performance tasks)– Themes to illustrate learning across grades and difficulty progressions

• Metadata for each item/task includes:– Grade level– Smarter Balanced content claim & assessment target– Alignment to Common Core State Standards– Brief descriptions– Selected scoring rubrics

• Selected response and technology enhanced items are machine scorable

• Online feedback and phone support available

Page 25: The Smarter Balanced Assessment System: An Overview Joe Willhoft, Ph.D. Executive Director ESD Superintendents September 24, 2012 Puget Sound ESD

Accessibility and Accommodations

• Sample items/tasks do not include accessibility and accommodations features

• Full range of accessibility tools and accommodations options under development guided by:– Magda Chia, Ph.D., Director of Support for Under-Represented

Students– Accessibility and Accommodations Work Group– Students with Disabilities Advisory Committee

• Chair: Martha Thurlow (NCEO)– English Language Learners Advisory Committee

• Co-Chairs: Jamal Abedi (UC Davis) & Kenji Hakuta (Stanford)

Page 26: The Smarter Balanced Assessment System: An Overview Joe Willhoft, Ph.D. Executive Director ESD Superintendents September 24, 2012 Puget Sound ESD

Visit us at: SmarterBalanced.org