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The Power of Record Keeping as an Instructional Coach

Writer's picture: Instructional Coaching HQInstructional Coaching HQ

Instructional Coach taking notes
Instructional Coach taking meeting notes


Let's face it, being an instructional coach is a busy job. With countless meetings, observations, and follow-ups, it can be easy to lose track of details. That's where record-keeping comes in. It's not just about ticking a box; it's about supercharging your coaching practice.


Why Bother with Record Keeping as an Instructional Coach?


  • Stay Focused and Present: Taking notes can help you stay focused and present during your coaching conversations. It can also be a helpful tool for processing information in real-time and summarizing or paraphrasing key points that have been discussed up to that point.


  • Boost Your Memory: Let's be honest, our brains aren't perfect ... at least mine isn't. It doesn't help that I might go months between meetings with some teachers who I just check in with. Jotting down key points during meetings that you can refer back to later can save you from those awkward "what did we talk about last time?" moments if it's been a while since you last met with that teacher.


  • Supercharge Your Communication: Sharing snippets of your notes with teachers is a powerful tool to enhance communication and build trust. By sharing relevant portions of your meeting notes via email, you provide a clear record of discussions, agreed-upon action steps, and resources shared. This demonstrates your commitment to the teacher's professional growth and keeps everyone aligned.


  • Level Up Your Decision-Making: By reflecting on past coaching sessions, you can identify patterns, spot trends, and make data-driven decisions that truly impact student learning and teacher development. For instance, ___ You'll find that by having a comprehensive history of your interactions with teachers, you can more effectively advocate for resources or support that may be needed to address specific challenges that you are seeing at a broader level.


  • Enhance Professional Growth: Keeping detailed records is not just about helping others; it also helps you grow as an educator and coach. By reviewing your notes, you can pinpoint areas where you've excelled and identify opportunities for improvement in your practice. One improvement I've made in my instructional coaching came as a result to reflecting on my teacher meeting notes. I realized that outside of official coaching cycle goal setting meetings, I often skipped having teachers identify the metric to measure their progress. Yikes! This level of self-reflection fosters continuous learning and empowers you to refine your approach over time, ultimately leading to greater success in fulfilling your role.


  • Save Time: While it might seem counterintuitive, good record-keeping can actually save you time in the long run. By having a clear record of past conversations, you can quickly reference previous discussions, avoid repeating yourself, and identify areas for follow-up. Imagine the efficiency of being able to pull up relevant information instantly, without having to sift through countless emails or notes. I much prefer reviewing previous meeting notes and being able to build an agenda that anticipates where we left off rather than spending precious minutes of a meeting retracing our thoughts from before.


Tips for Effective Teacher Meeting Notes as an Instructional Coach


  • Master the Art of Note-Taking: Experiment with different note-taking techniques to find what works best for you. Whether it's the Cornell method, mind mapping, or bullet journaling, choose a system that best suits you and will be a helpful reference you can return to later.


  • Template Your Way to Success: Create templates for different types of meetings (pre-observation, goal-setting, reflection, etc.) to streamline your note-taking process. Not every meeting is going to have the same flow, so don't expect one template to work for everything.


  • Choose Your Weapon Wisely: Whether it's a digital tool like Google Docs (my personal fave) or a trusty paper notebook, find a system that works for you and stick with it. I've found the key is to have everyone in ONE place rather than multiple systems that leave you scrambling to search through 4 places to find your notes ... been there, done that, do not recommend.


  • Reflect and Refine: Take some time to review your notes after each meeting. Identify key takeaways, action steps, and areas for future focus. This reflection process can help you gain deeper insights, identify patterns, and make informed decisions. I've found that I have to be intentional to make time for this, so several days a week I will designate my last hour of the day to reread the last couple of days' notes, add anything that's missing, reflect, or set reminders and to-dos for my next steps and follow-ups. Carving out time for this level of reflection can provide fresh perspective and help you identify any missed details or new insights.


 

Level Up Your Instructional Coaching with Teacher Meeting Notes Template


These Teacher Meeting Notes and Forms are templates designed to help you take your record-keeping to the next level. With a variety of templates for different types of meetings, you'll have everything you need to stay organized and efficient.



TPT Resource Cover image
Instructional Coaching Teacher Meeting Templates

Here's what coaches love about the templates:

"⭐️⭐️⭐️⭐️⭐️ This product is an absolute game-changer for anyone in a coaching role! It has helped me stay organized and saved me a ton of time. The editable feature is a huge plus, allowing me to adapt it perfectly to my specific needs. I had been wanting to create a Coaching Playbook for my building, and this resource has already laid out an amazing structure, making the process so much easier. The thoughtful question stems are an excellent guide for all types of teacher meetings, ensuring that every conversation stays on track. Worth every penny!"

"I cannot say enough about how much these helped me organize myself and figure out what needed to be done and how best to help teachers. Thanks so much."

"I really liked the Google Doc forms that I can use. I also appreciated the sample forms to allow me to see the vision behind the documents. The documents follow the coaching cycles will allow me to have a direction as I start them instead of creating them all from scratch."

 

Overcoming the Record-Keeping Hurdle


We all face challenges, and record-keeping is no exception. But remember, small steps can lead to big results. Start by setting realistic goals, breaking down tasks into smaller chunks, and utilizing digital tools to streamline your process.


By prioritizing record-keeping, you'll not only elevate your instructional coaching practice but also empower yourself to make a lasting impact on teacher growth and student learning.


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