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www.educationscotland.gov.uk
Tackling Bureaucracy – Reporting and Profiling 
George Sinclair (Education Scotland) and Robert Hair (AHDS and The Moray Council) 
Transforming lives through learning
Assessment – Key Messages 
1. Is integral to learning and teaching 
- involves all stakeholders, most importantly the learner 
- is ongoing, periodic, at times of transition 
1. Builds capacity in practitioners to make professional 
judgements underpinned by professional dialogue 
- assessment requires a variety of approaches generating 
a body of quality evidence 
- assessment and moderation are integral to each other 
1. Is holistic and informative 
- has many purposes, the most important of which is to 
support the learner journey 
- goes beyond KU alone to include skills, attributes and capabilities 
Transforming lives through learning
Profile Written report to parents 
Written by young person in partnership with 
the school. 
Transforming lives through learning 
Written by teacher(s)/staff. 
At least at P7 and S3 At least once per year. 
Provides information on successes in 
learning and a reflective summary statement 
of achievements, including achievements 
beyond school and other awards 
Provides clear information and feedback on their 
child’s progress and how well he/she is doing 
against agreed expectations. 
Provides a way for young people to explain 
and share their achievements with a range 
of people, including parents, teachers and, 
at future dates, ongoing education staff and 
prospective employers. 
Provides an agenda for discussion between 
learners and those teaching and supporting them. 
The learner has ownership of the profile and 
it contains the information that they choose 
to share with others 
Informs parents of what their child needs to do to 
improve and suggesting how parents might help. 
Contributes directly to the learning process 
by giving each learner an important context 
for applying their skills, including literacy. 
Young people do not usually provide content 
directly for the report.
Advice and Guidance 
Focus remains on improving outcomes for young people through 
appropriately supported discussions. 
The relationship with an adult who knows the student well is the key to 
effective profiling. 
Regular dialogue between learners and practitioners should help each 
learner to evaluate her/his own achievements, 
The process of profiling can be a powerful motivating influence giving 
individuals a real sense of personal ownership of their own learning. 
Most young people are likely to need guidance to develop their skills in 
bringing together the learner statement. 
Transforming lives through learning
The format of the profile 
The profile needs to be manageable and straightforward in design, 
It should not be formulaic and predictable - needs to reflect the 
uniqueness of each individual. 
Designed locally and will probably have a consistent format for 
schools or groups of schools. 
No national template. 
Transforming lives through learning
Reporting to Parents 
Key Messages 
• Part of a culture of working with parents 
• Involves the practitioner, parent and learner 
• An on-going process 
• Process must be manageable 
• Takes account of achievements outwith the classroom 
• Needs to influence future learning 
Transforming lives through learning
Original advice in BtC5 
• Reporting is able to provide parents with regular information about 
their child’s strength and development needs, an opportunity to 
discuss with their children their progress….a chance to give their 
views on their children’s progress. 
• It also allows staff to respond, helping parents to understand how 
they can support their children… 
• Learners themselves should be in a good position to contribute to 
discussions (From BtC5, 2010. Page 43) 
Transforming lives through learning
Advice from the National Parent Forum 
Curriculum for Excellence is as much about culture change as change in 
practices. 
• All with a stake in education need to consider how they can actively create 
an environment of real partnerships involving learners, parents and 
educators. 
• Developing real partnerships involves sharing and communicating regularly 
in a spirit of mutual trust, where everyone is learning together. 
• Learners are a living report card and own and need to understand their 
learning and how to talk about it. 
• Partnerships should be based on equity and meeting and supporting the 
needs of all learners 
Transforming lives through learning
Involving parents and learners 
‘Few would disagree that parents are crucial partners in children’s learning. We 
also know that one of the keys to success of Curriculum for Excellence will 
be how we harness and maximise the true involvement of parents.’ (National 
Parent Forum 2014) 
‘Children and young people need to be supported to understand their learning, 
their strengths and what they need to do to improve. This process should 
enable them to talk about their learning at home and with others who want 
to help them improve their learning.’ (National Parent Forum 2014) 
Transforming lives through learning
On-going process – original advice in BtC5 
‘Reporting comprises a range of activities including written reports, 
children presenting their learning to parents, parent’s consultation 
meetings and on-going oral discussions.’ (BtC5: Recognising Achievement, Profiling and 
Reporting, 2010. Page13) 
Transforming lives through learning
Advice from the National Parent Forum 
• Arrangements for reporting are set out at the beginning of each 
year/term. 
• At least one written summary per year – but supported by on-going 
communication through class blogs, twitter, online material, Glow. 
• Present information in a way that parents can understand, providing 
opportunity for discussion. 
• Different formats are needed for different needs – flexibility may be 
necessary to reach some parents. 
Transforming lives through learning
Process must be manageable – and low on bureaucracy 
‘Reporting which is proportionate to the needs of learners and parents must also be 
manageable for teachers.’ (BtC5: Recognising Achievement, Profiling and Reporting, 2010. Page14) 
‘Parents are looking for reports that give a clear, rounded personalised summary of their 
child’s learning and progress. They want good quality conversations with teachers 
that feel personal and specific to their child. The paperwork needs to support this 
rather than becoming an end in itself.’ (Report of the CfE Working Group on Tackling Bureaucracy, 2013) 
‘Report card formats and other arrangements for reporting should avoid jargon and ‘tick 
box’ approaches such as covering each and every Experience and Outcome.’ (Report of 
the CfE Working Group on Tackling Bureaucracy, 2013) 
Transforming lives through learning
Process must be manageable (cont’d) 
‘Annual reporting should be short and include how parents can help 
their child’s learning. It does not need to repeat information that is 
available elsewhere or has been shared with parents through other 
means.’ (National Parent Forum, 2014) 
‘Develop online communication systems/use technology that can save 
time.’ (National Parent Forum, 2014) 
‘Teachers can expect relationships with parents to be manageable and 
not create unnecessary bureaucracy.’ (National Parent Forum 2014) 
Transforming lives through learning
Take account of achievements outwith the classroom 
‘Reporting on the development and learning of children and young people will 
take account of their achievements in different contexts and settings, 
including across curriculum areas, the life and ethos of the school and 
learning outwith the school including in the wider community.’ (BtC5 2010. Page 43) 
‘Learners can expect their learning achievement outside of school to be 
recognised and taken account of.’ (National Parent Forum 2014) 
Transforming lives through learning
What should be in reports? 
• Progress in curriculum areas…brief quantitative statements noting particular 
strengths, areas for development and achievements… 
• Achievement of a curriculum level, either in a part of a curriculum area such as 
reading or in a whole curriculum area. 
• Achievements in different contexts and settings. 
• Areas for development and next steps in learning. 
• The nature of support being put in place… 
• Any gaps in their child’s progress and ways parents can help. (From BtC5: Recognising 
Achievement, Profiling and Reporting, 2010. Page14) 
Transforming lives through learning
What should be in reports (cont’d) 
‘Parents and schools need to shift the focus to discuss next steps in learning, who needs 
to do what and what success will look like.’ (National Parent Forum 2014) 
‘Parents have a right to know how their child is being assessed and also how they are 
performing.’ (National Parent Forum 2014) 
‘Professional dialogue is key to improving learning. Paperwork should be kept to the 
minimum required to support this process.’ (CfE Working Group on Tackling Bureaucracy, 2013) 
Transforming lives through learning
What is your advice on D, C and S? 
‘Many establishments and education authorities have tried tracking using the 
terms, developing, consolidating and secure and have moved away from 
such an approach since it did not support on-going dialogue with learners or 
because of concerns about the reliability and complexity of such information. 
The interconnected nature of these categories needs to be stressed and it 
is, therefore, important to avoid an approach which uses these terms in a 
way which emphasises linear progression. 
For this reason, the use of developing, consolidating and secure is not 
suited for use in monitoring and tracking at whole school/establishment level 
and should be used with care in reporting the progress of individual learners 
to parents’ 
(Monitoring and Tracking Progress and Achievement in the Broad General Education. 2013 , page 6). 
Transforming lives through learning
What do I say at a parents’ meeting? 
• The learner’s achievements. 
• A limited number of next steps. 
• How parents can support the learning. 
Many schools are using the children to lead such conversations – 
after all, it is about their learning. 
Transforming lives through learning
The Moray 
Approach 
Kinloss Primary and Nursery 
School 
Reporting
The Moray Approach 
 Core Focus Group Discussions 
 Head Teacher Discussions 
 Exemplars 
 Requirements 
 Expectations 
 Schools
The Moray Approach 
 Parent Council 
 Pupils 
 Exemplars 
 Scoring 
 Cutting/Pasting 
 Drafts 
 Final
The Moray Approach 
 Local input 
 Local context 
 Launch 
 Evaluate 
 Good – vs – challenge 
 Parental Expectations
Activity 
1. How might you develop a culture of ‘real partnerships’ with 
parents? 
2. What are the barriers to high quality reporting and how can they be 
overcome? 
3. You are considering moving to on-going reporting with a short 
annual report. What steps might you take to ensure the results of 
the move are ‘light’ on bureaucracy and are successful for 
practitioners, parents and learners? 
4. Reporting in your context is perfect - it is in line with BtC5 and other 
national advice and is seen as very manageable by your staff. 
What does it look like? 
Transforming lives through learning
www.educationscotland.gov.uk 
Transforming lives through learning

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AHDS Conference November 2014 - Workshop; TB: Reporting and Profiling

  • 2. Tackling Bureaucracy – Reporting and Profiling George Sinclair (Education Scotland) and Robert Hair (AHDS and The Moray Council) Transforming lives through learning
  • 3. Assessment – Key Messages 1. Is integral to learning and teaching - involves all stakeholders, most importantly the learner - is ongoing, periodic, at times of transition 1. Builds capacity in practitioners to make professional judgements underpinned by professional dialogue - assessment requires a variety of approaches generating a body of quality evidence - assessment and moderation are integral to each other 1. Is holistic and informative - has many purposes, the most important of which is to support the learner journey - goes beyond KU alone to include skills, attributes and capabilities Transforming lives through learning
  • 4. Profile Written report to parents Written by young person in partnership with the school. Transforming lives through learning Written by teacher(s)/staff. At least at P7 and S3 At least once per year. Provides information on successes in learning and a reflective summary statement of achievements, including achievements beyond school and other awards Provides clear information and feedback on their child’s progress and how well he/she is doing against agreed expectations. Provides a way for young people to explain and share their achievements with a range of people, including parents, teachers and, at future dates, ongoing education staff and prospective employers. Provides an agenda for discussion between learners and those teaching and supporting them. The learner has ownership of the profile and it contains the information that they choose to share with others Informs parents of what their child needs to do to improve and suggesting how parents might help. Contributes directly to the learning process by giving each learner an important context for applying their skills, including literacy. Young people do not usually provide content directly for the report.
  • 5. Advice and Guidance Focus remains on improving outcomes for young people through appropriately supported discussions. The relationship with an adult who knows the student well is the key to effective profiling. Regular dialogue between learners and practitioners should help each learner to evaluate her/his own achievements, The process of profiling can be a powerful motivating influence giving individuals a real sense of personal ownership of their own learning. Most young people are likely to need guidance to develop their skills in bringing together the learner statement. Transforming lives through learning
  • 6. The format of the profile The profile needs to be manageable and straightforward in design, It should not be formulaic and predictable - needs to reflect the uniqueness of each individual. Designed locally and will probably have a consistent format for schools or groups of schools. No national template. Transforming lives through learning
  • 7. Reporting to Parents Key Messages • Part of a culture of working with parents • Involves the practitioner, parent and learner • An on-going process • Process must be manageable • Takes account of achievements outwith the classroom • Needs to influence future learning Transforming lives through learning
  • 8. Original advice in BtC5 • Reporting is able to provide parents with regular information about their child’s strength and development needs, an opportunity to discuss with their children their progress….a chance to give their views on their children’s progress. • It also allows staff to respond, helping parents to understand how they can support their children… • Learners themselves should be in a good position to contribute to discussions (From BtC5, 2010. Page 43) Transforming lives through learning
  • 9. Advice from the National Parent Forum Curriculum for Excellence is as much about culture change as change in practices. • All with a stake in education need to consider how they can actively create an environment of real partnerships involving learners, parents and educators. • Developing real partnerships involves sharing and communicating regularly in a spirit of mutual trust, where everyone is learning together. • Learners are a living report card and own and need to understand their learning and how to talk about it. • Partnerships should be based on equity and meeting and supporting the needs of all learners Transforming lives through learning
  • 10. Involving parents and learners ‘Few would disagree that parents are crucial partners in children’s learning. We also know that one of the keys to success of Curriculum for Excellence will be how we harness and maximise the true involvement of parents.’ (National Parent Forum 2014) ‘Children and young people need to be supported to understand their learning, their strengths and what they need to do to improve. This process should enable them to talk about their learning at home and with others who want to help them improve their learning.’ (National Parent Forum 2014) Transforming lives through learning
  • 11. On-going process – original advice in BtC5 ‘Reporting comprises a range of activities including written reports, children presenting their learning to parents, parent’s consultation meetings and on-going oral discussions.’ (BtC5: Recognising Achievement, Profiling and Reporting, 2010. Page13) Transforming lives through learning
  • 12. Advice from the National Parent Forum • Arrangements for reporting are set out at the beginning of each year/term. • At least one written summary per year – but supported by on-going communication through class blogs, twitter, online material, Glow. • Present information in a way that parents can understand, providing opportunity for discussion. • Different formats are needed for different needs – flexibility may be necessary to reach some parents. Transforming lives through learning
  • 13. Process must be manageable – and low on bureaucracy ‘Reporting which is proportionate to the needs of learners and parents must also be manageable for teachers.’ (BtC5: Recognising Achievement, Profiling and Reporting, 2010. Page14) ‘Parents are looking for reports that give a clear, rounded personalised summary of their child’s learning and progress. They want good quality conversations with teachers that feel personal and specific to their child. The paperwork needs to support this rather than becoming an end in itself.’ (Report of the CfE Working Group on Tackling Bureaucracy, 2013) ‘Report card formats and other arrangements for reporting should avoid jargon and ‘tick box’ approaches such as covering each and every Experience and Outcome.’ (Report of the CfE Working Group on Tackling Bureaucracy, 2013) Transforming lives through learning
  • 14. Process must be manageable (cont’d) ‘Annual reporting should be short and include how parents can help their child’s learning. It does not need to repeat information that is available elsewhere or has been shared with parents through other means.’ (National Parent Forum, 2014) ‘Develop online communication systems/use technology that can save time.’ (National Parent Forum, 2014) ‘Teachers can expect relationships with parents to be manageable and not create unnecessary bureaucracy.’ (National Parent Forum 2014) Transforming lives through learning
  • 15. Take account of achievements outwith the classroom ‘Reporting on the development and learning of children and young people will take account of their achievements in different contexts and settings, including across curriculum areas, the life and ethos of the school and learning outwith the school including in the wider community.’ (BtC5 2010. Page 43) ‘Learners can expect their learning achievement outside of school to be recognised and taken account of.’ (National Parent Forum 2014) Transforming lives through learning
  • 16. What should be in reports? • Progress in curriculum areas…brief quantitative statements noting particular strengths, areas for development and achievements… • Achievement of a curriculum level, either in a part of a curriculum area such as reading or in a whole curriculum area. • Achievements in different contexts and settings. • Areas for development and next steps in learning. • The nature of support being put in place… • Any gaps in their child’s progress and ways parents can help. (From BtC5: Recognising Achievement, Profiling and Reporting, 2010. Page14) Transforming lives through learning
  • 17. What should be in reports (cont’d) ‘Parents and schools need to shift the focus to discuss next steps in learning, who needs to do what and what success will look like.’ (National Parent Forum 2014) ‘Parents have a right to know how their child is being assessed and also how they are performing.’ (National Parent Forum 2014) ‘Professional dialogue is key to improving learning. Paperwork should be kept to the minimum required to support this process.’ (CfE Working Group on Tackling Bureaucracy, 2013) Transforming lives through learning
  • 18. What is your advice on D, C and S? ‘Many establishments and education authorities have tried tracking using the terms, developing, consolidating and secure and have moved away from such an approach since it did not support on-going dialogue with learners or because of concerns about the reliability and complexity of such information. The interconnected nature of these categories needs to be stressed and it is, therefore, important to avoid an approach which uses these terms in a way which emphasises linear progression. For this reason, the use of developing, consolidating and secure is not suited for use in monitoring and tracking at whole school/establishment level and should be used with care in reporting the progress of individual learners to parents’ (Monitoring and Tracking Progress and Achievement in the Broad General Education. 2013 , page 6). Transforming lives through learning
  • 19. What do I say at a parents’ meeting? • The learner’s achievements. • A limited number of next steps. • How parents can support the learning. Many schools are using the children to lead such conversations – after all, it is about their learning. Transforming lives through learning
  • 20. The Moray Approach Kinloss Primary and Nursery School Reporting
  • 21. The Moray Approach  Core Focus Group Discussions  Head Teacher Discussions  Exemplars  Requirements  Expectations  Schools
  • 22. The Moray Approach  Parent Council  Pupils  Exemplars  Scoring  Cutting/Pasting  Drafts  Final
  • 23. The Moray Approach  Local input  Local context  Launch  Evaluate  Good – vs – challenge  Parental Expectations
  • 24. Activity 1. How might you develop a culture of ‘real partnerships’ with parents? 2. What are the barriers to high quality reporting and how can they be overcome? 3. You are considering moving to on-going reporting with a short annual report. What steps might you take to ensure the results of the move are ‘light’ on bureaucracy and are successful for practitioners, parents and learners? 4. Reporting in your context is perfect - it is in line with BtC5 and other national advice and is seen as very manageable by your staff. What does it look like? Transforming lives through learning

Notas del editor

  1. Review of key messages – importance of moderation to support them
  2. Good afternoon. During financial year 2011/12, Education Scotland developed and published 5 sets of advice and guidance for Expressive arts and developed a web site for Music. These materials are freely available to download from the Expressive arts area of the National Qualifications website on the Education Scotland online service at: http://www.educationscotland.gov.uk/nationalqualifications/ The advice and guidance was developed by teachers for teachers. Every set of materials developed was peer reviewed by practising teachers. Critical Friends were also involved in the feedback process and they, too, were practising teachers. As part of the Quality Assurance process, each set of advice and guidance developed was further reviewed by a QA group set up for each Curriculum Area. This group included practitioners and specialists from a range of stakeholder group including SQA and Scotland’s Colleges.
  3. Good afternoon. During financial year 2011/12, Education Scotland developed and published 5 sets of advice and guidance for Expressive arts and developed a web site for Music. These materials are freely available to download from the Expressive arts area of the National Qualifications website on the Education Scotland online service at: http://www.educationscotland.gov.uk/nationalqualifications/ The advice and guidance was developed by teachers for teachers. Every set of materials developed was peer reviewed by practising teachers. Critical Friends were also involved in the feedback process and they, too, were practising teachers. As part of the Quality Assurance process, each set of advice and guidance developed was further reviewed by a QA group set up for each Curriculum Area. This group included practitioners and specialists from a range of stakeholder group including SQA and Scotland’s Colleges.