San Diego Unified School District RTI Coordinator's Workshop

1. San Diego Unified School District RTI Coordinator's Workshop

2. Your GlobalScholar Team • Kathy Catroppa, Principal Educational Consultant • Becky Dubois, Education Analyst • Lakisha Pinkney, Senior Education Analyst • William Howell, Project Manager Welcome to the Workshop We’re here to support you!

3. Introductions • Your name • Your role in the District • Give one expectation for the workshop • Statements from SD Leadership related to expectations

4. Workshop Objectives • Upon completion of this workshop you will be able to: • Identify the Coordinator’s Dashboard and how to navigate the different areas of EXCEED® • Access information from a student’s profile • Add Intervention Plans • Review Student Data • View Monitoring Tab and Screens • Add Events - Schedule Meetings • View and Input information on Forms • Create Student Groups

5. Workshop Agenda • Day One • Dashboard/Navigation • Reviewing Student Data • Events- Scheduling Meetings • Using Forms and Compliance • Adding Interventions • Viewing Intervention Plans • Programs RTI • Progress Monitoring Tab • Creating Student Groups • Coordinator’s Workshop • Coordinators will work in small groups and share out learning experiences • Coordinators will discuss Interventions and Progress Monitoring • Coordinators will review core features of EXCEED RTI, the process of adding Interventions, Scheduling Meetings, completing forms and review Tier 3 Case Studies

6. EXCEED RTI Training Materials

7. Questions

8. EXCEED RTI – Let’s get started! • Please log in using the URL on your name tent. • Please use the username and password assigned for this workshop. • The password is case sensitive. • You can’t click the Login button until the login screen has finished loading.

9. The Dashboard • When you get to the Dashboard – STOP!

10. Icons & Symbols You’ll See Today Meeting Manager Custom/Edit Options Menu  Save Lock Event Check Compliance

11. RTI Progress Indicators Significant Risk Not Likely To Meet At Risk Minimal Risk From the User’s Guide Meeting Goal

12. Dashboard Navigation • You will consistently see three (3) ways to control how you view information: Scroll Bar Collapse Navigator Expandable Sections

13. Dashboard – Coordinator EnhancedSearch RTI Snapshot

14. Working with Your Student List

15. The Student List • Click the Student List dropdown button to see a list of system generated filters. • The default list includes students in All Classes (your classes).

16. Searching for Students and Reviewing the Student Profile

17. Searching for a Student Coordinator Search for a Student • Click the Search dropdown button • Enter search criteria • Click Search

18. Student Profile – Summary The Student profile allows you to view, access and manage the most important information pertaining to a student. The profile for a student displays whenever you click that student’s name from the student list in the Navigator. • Four panels provide student information, programs the student has, any accommodations, and their current grades. • The profile navigation panel provides access to a variety of information related to the selected student.

19. Student Profile – Information Categories View and manage other aspects of the student’s profile by selecting the corresponding category from the list on the left side of the screen. Learn about each option by clicking the Help button: • Growth • Academics • Attendance • Assessments • Demographics • Social Behavior • Programs (IEP) • Programs (RTI) • Events • Evaluations • Monitoring • Goals • Progress Reports • Membership • Notes • Watch List • Contact Log • Attachments • Audit Log

20. Questions

21. Scheduling Meetings- Viewing Events and Forms

22. Student Profile – Events Click on a student name. Click on the Events link in the navigation panel. • Events allows you to view and edit all RTI events. • Displays current and upcoming events and ended and locked events. • You can view only events you are invited to, or all events. • You can also choose which program to view events for using the Filter by drop-down.

23. Scheduling a Meeting Click the Schedule New Meeting button. The Schedule Meeting window displays.

24. Scheduling a Meeting (Cont’d) • Program type is automatically set as RTI. • Select Event Type – Tier 2 Request for Assistance. Click the time picker icon to select a scheduled time. Click the date picker icon and select a date. Click the smiley face icon to make yourself the primary staff for this meeting. Click Save.

25. Current Meetings/Events • The event is displayed in the Current and Upcoming Events panel. • Clicking the Meeting Manager icon ( ) opens the event so you can complete or edit forms.

26. ACTIVITY:Schedule New Meetings • Use student #2. • Access the student profile. • Schedule a new Request for Assistance meeting. • Use today’s date.

27. Questions

28. Event Forms

29. Open an Event for Editing • Click the Meeting Manager Icon.

30. Tier 2 Request for Assistance • On the left side of the screen you have the Event Sections – The first section will always be the Event Overview. Clicking on the Event Overview will show the status of your forms. • Status – Before you start entering data, the status of the forms will display as blank.

31. Request for Assistance Form • Select the Request for Assistance event. • The right side of the screen is populated with the forms to be completed in the event. A purple diamond means the form is required. A green field is automatically completed by the system. A yellow field is optional. A purple field is required.

32. Teacher Request for Assistance • The Request for Assistance form has three required pages. • Complete all required fields (purple) on the first page. • Click Save.

33. Student Academic Summary 1 and 2 Complete all required fields (purple) on the this page. Click Save. Click Event Overview

34. Checking for Compliance and Locking Events • Clicking on Compliance will check all forms in the event to ensure they are complete. • If there forms that are partially completed, but not compliant, they will show Not Complete. • All required forms are complete. • Click Compliance, and then click OK. • Click Lock, and then click OK.

35. New Form Generated • The Tier 2 Request for Assistance is moved to the (1) Ended and Locked Events panel, and a new Tier 2 Problem Solving Targeted Instruction event was created and placed in the (2) Current and Upcoming Events panel.

36. ACTIVITY:Complete Event Forms • Use student #2. • Access the Tier 2 Request. • Complete the form. • Use today’s date in any required date fields.

37. Adding an Intervention Plan

38. Adding an Intervention Plan • Intervention plans are associated with students, so the first step is to select a student’s name from your student list. Hover over a student’s name. Click the Student Option button (blue gear). Select Add Plan from the menu.

39. Adding a Plan Once you have selected Add Plan, the Plan Details tab displays. Select the appropriate domain. Name the Plan. Select the appropriate tier. Give the Plan a start date and duration. • The targeted end date will populate based on the start data and duration. • Assign the responsible staff. • 8. Save the Plan.

40. Adding a Plan – Select Goals • The Plan screen displays with the Select Goals tab selected. Here you’ll select a goal from the goal bank, identify the grade level, select an area of concern, and identify plan goals. Once you have saved your Plan, you will be placed on the Select Goals tab. Select the appropriate Goal Bank. Select the appropriate Area of Concern. Select the appropriate goal from the search results panel. • The Selected Goals will populate in the Selected Goals panel. • Click Add Selected Goals.

41. Adding a Plan – Plan Goals • The screen automatically displays with the Plan Goals tab selected. The Plan Goals you selected on the Select Goals tab is displayed in the Plan Goals panel. Select the Goal. Details of the goal will appear in the Goal panel. Place savers will allow you to fill in appropriate student information. Enter the baseline and target information in the boxes provided. Activate progress monitoring. Select the frequency and days progress monitoring will take place. Enter baseline narrative. Save the Goal.

42. Adding a Plan – Interventions • The Interventions tab displays with Intervention Selector, Selected Interventions, and Intervention Details panels. Once you select Add Intervention, you must specify if the intervention is Individual or Custom. Select Add Intervention Click on Individual Select the Area of Concern. Select the Intervention that is appropriate for the student. The details of the intervention will populate in the Intervention Details panel. Set up a Start Time. Select the frequency you will schedule the Intervention. Select the frequency you will log the Intervention Save the Intervention

43. Adding a Custom Intervention Select Add Intervention. Click on Individual Select the Area of Concern. Select the Intervention that is appropriate for the student. The details of the intervention will populate in the Intervention Details panel. Set up a Start Time. Select the frequency you will schedule the Intervention. Select the frequency you will log the Intervention Save the Intervention

44. Adding a Plan – Rate & End Plan • When the plan is complete, or you want to end the plan, use the rating system below. One star is poor, and five stars is excellent. Click Yes if the plan was successful, and No if not. Select a star to rate the plan’s effectiveness. Select a star to rate the plan’s fidelity. Enter your comments. Click End Plan.

45. Viewing Interventions The ViewInterventions option in the Student Options Menu lets you see any intervention logs that are scheduled for the student as well as add a new log. Schedule logs. Click a log to edit it. Interventions. Click an Intervention to create a custom log entry for it. Click the star corresponding to the rating you want to award the intervention

46. Questions

47. Programs RTI

48. Viewing Programs RTI • Once you have added a plan, you will want to view information in Programs RTI From the Navigation panel, click Programs RTI. Now there is access to Intervention Plans Interventions panel access Current Goals and Progress access You can edit an intervention plan by clicking the edit icon to the left of the intervention plan

49. Quick Assess to Plans • From Programs RTI you now have quick assess to plans.

50. Monitoring