1. 10 Steps: A framework for developing
eportfolios in your school
Pre-Conference Workshop ULearn11
Nick Rate nick.rate@core-ed.org http://nickrate.com
Integrating new technologies to empower learning and
transform leadership

2. The plan...
10:00am Introductions
10 Steps Framework & discussion/activities
12:30pm Lunch
1:15pm ePortfolios in practice:
•Jamin Leitze - Bethlehem College
•Janette Hoggard & Sandy McFadyen - Magpie ICTPD
Cluster
•Karen Mills - iTeam Tauranga ICTPD Cluster
•Jess Hall - Kimi Ora Special School
3:00pm Afternoon tea
3:15pm Focus group discussions
Your questions
4:30pm? Finish

3. Introductions
Pair up with somebody in the room you don’t know.
Find out:
•Where do they teach/lead?
•What experience to date do they have with eportfolios?
•What is one question regarding eportfolios they want
answered today?
You will quickly introduce your buddy and share their
questions with the group.
Please enter you questions here:
http://tinyurl.com/eportfolios2011

4. Step 1: Research
• understand the pedagogy
• read the literature
• talk to the experts
• view eportfolios
• best practice visits
• network with practitioners

6. parents and caregivers as
...working with
key partners who have unique
knowledge of their children and countless
opportunities to advance their children’s
learning.
http://flickr.com/photos/todbaker The New Zealand Curriculum

7. learn as they engage in
Students
shared activities and
conversations with other people...
http://flickr.com/photos/torres21/ The New Zealand Curriculum

8. ...all students should develop strategies
for self-monitoring and
collaborative evaluation of
their performance in relation to suitable
criteria.
http://flickr.com/photos/torres21/ The New Zealand Curriculum

9. Schools should explore not only how
ICT can supplement traditional ways of
teaching but also how it can open up new
and different ways of learning.
http://www.flickr.com/photos/bz3rk/ The New Zealand Curriculum

10. !"#$%&"'()*+'#*
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Developing students’ assessment capabilities
Michael Absolum, Evaluation Associates Ltd, Auckland
Lester Flockton, University of Otago
John Hattie, University of Auckland
Rosemary Hipkins, New Zealand Council for Educational Research
Ian Reid, Learning Media Ltd http://assessment.tki.org.nz/

11. ...young people should be educated in ways
that support them to assume control of
their own learningand that they can
only do this if they develop the
capability to assess their own learning.
http://flickr.com/photos/torres21/ Directions for Assessment in New Zealand

12. ...assessment’s primary function is to support
learning by generating feedback
that students can act upon in terms of
where they are going, how they are going, and
where they might go next.
http://flickr.com/photos/torres21/ Directions for Assessment in New Zealand

13. Parents and the wider school community will
also need to get better at
understanding assessment
information and interpreting it in
ways that support learning...
http://flickr.com/photos/torres21/ Directions for Assessment in New Zealand

14. http://www.cognitioninstitute.org

15. Effective reporting systems will be ones where
student voice’ is an integral
‘
part of the reporting process.
Student Led Conferences: How effective are they...?

16. http://www.minedu.govt.nz/NZEducation/EducationPolicies/SpecialEducation/SuccessForAll.aspx

17. Confident schools have positive
relationships with, and are supported
by, specialist service providers and
other agencies.
Success for All – Every School, Every Child

18. http://www.nzei.org.nz/

19. ...a mechanism for both collecting evidence of
thinking and action and as a means
of stimulating and supporting further
professional development
through group discussion and
critique.
http://flickr.com/photos/torres21/ Digital Portfolios for Teachers

20. http://www.teacherscouncil.govt.nz/

21. Evidence of professional practice that
meets the criteria will need to be
provided to the teachers’ professional
leaders...
Registered Teacher Criteria

22. http://www.educationcounts.govt.nz

23. Teachers also need to develop the self-
regulatory skills that will enable
them to monitor and reflect on the
effectiveness of changes they make
to their practice.
Teacher Professional Learning and Development

24. evidence from research and from
...
their own past practice and that of
colleagues to plan teaching and
learning opportunities...
The New Zealand Curriculum

25. http://acce.edu.au/journal/24/1/engaging-boys-through-self-reflection-using-online-journaling-tool

26. significant student
...
engagement with self-
reflection can potentially be made
through the use of online
journaling tools.
http://acce.edu.au/journal/24/1/engaging-boys-through-self-reflection-using-online-journaling-tool

28. mobile devices in the
...we can best use
Workspace portfolio, to capture
learning and reflect
contemporaneously (in the middle of the
learning process)...
http://www.flickr.com/photos/ari/ Helen Barrett, 2011

29. http://blogs.forbes.com/danschawbel/2011/02/21/5-reasons-why-your-online-presence-will-replace-your-resume-in-10-years/

30. If you don’t have an online
presence, you won’t appear to be
relevant and you will be passed over for
more savvy applicants that have
visibility.
http://blogs.forbes.com/danschawbel/2011/02/21/5-reasons-why-your-online-presence-will-replace-your-resume-in-10-years/

31. http://www.vln.school.nz/pg/groupcms/view/114323/

32. learning as
Innovative, authentic, deep
part of an evidence-based cycle of
critical reflection and review
is facilitated by appropriate
technologies.
http://www.vln.school.nz/pg/groupcms/view/114323/

33. What...
• pedagogical beliefs
• research
• trends
...have/will shaped your eportfolio pedagogy?

34. Step 2: Define
Clearly define your:
• purpose
• vision and beliefs
• audience
• alignment with broader school vision and
beliefs
• benefits

35. http://edtalks.org/video/eportfolios-just-good-old-fashioned-sharing

36. “An e-portfolio is an electronic format
for learners to record their work,
their achievements and their
goals, to reflect on their
learning, and to share and be
supported in this.”
Banks, 2004

37. “...ideas of what an e-portfolio 'is' are
complex and to an extent the
definition and purpose will vary
depending on the perspective from
which a particular person is approaching
the concept...”
http://www.flickr.com/photos/darthdowney/ JISC ePortfolio Infokit

38. http://www.ian.fox.co.nz/

39. The
Accountability
ePortfolio
The The
Process Showcase
ePortfolio ePortfolio
www.flickr.com/photos/96dpi

40. Process ePortfolio: Supports students towards achieving
their learning goals.
www.flickr.com/photos/viernest
http://flickr.com/photos/torres21/

41. Showcase ePortfolio: Celebrates learning outcomes &
shows the highest level of achievement.
http://www.flickr.com/photos/an_untrained_eye

42. Accountability ePortfolio: Documents learning for
achievement of specific outcomes or standards.
http://www.flickr.com/photos/cristic/

44. http://edtalks.org/video/ten-trends-episode-3-personalisation

45. The benefits...
The power of ‘student voice’
should
not be underestimated. To hear students
reflecting on their own work, in their
own voice, with their own intonations and
expressions, conveys meaning in a manner that
is simply not possible in written form.
http://flickr.com/photos/torres21/ Ian Fox 2008

46. ...thesocial networking potential
of the learning landscape and eportfolio-
related tools are features that facilitate
and enhance the making of
connections and the linking together
of people, ideas, resources and
learning...
Tosh et al., 2006

47. “...it is the quality, not just the
quantity, of feedback that merits
our closest attention.”
http://flickr.com/photos/torres21/ Sadler, 1998

48. “...supporting the general process of
reflection, self-evaluation and action
planning for lifelong learning...”
MOSEP 2007

49. carry their
“...students can literally
eportfolio around with them and update
it at any time in any place.”
MOSEP, 2007

50. http://edtalks.org/video/eportfolios

51. How do you define eportfolios?
What is the purpose of your eportfolios?
What type of eportfolios are yours?
What are the key benefits you will aim to
utilise?

52. Step 3: Consult
Seek input from all stakeholders:
• students
• teachers
• school leadership
• curriculum leaders, HODs
• parents
• BoT
• providers

53. Shaping your ePortfolio beliefs
Students
Staff Parents
ePortfolios
School
BOT Management/
Leadership
Expertise

54. What was/will be your consultation
process?

55. Step 4: Framework
• an ongoing process for eportfolio
construction
• reinforces purpose and beliefs
• aligned to a pedagogical approach
• relationship to formal processes e.g.
reports, achievement, appraisal,
registration...

56. “...to define e-Portfolios as a process,
rather than just a product or a
technological system.
Attwell, 2007

57. Processes
Collect Project purpose
Select Collect & organise
Reflect
Project Select learning
Interject personality
Reflect metacognitively
Inspect to self-assess
Perfect & evaluate
Connect & conference
Inject/Eject personality
Respect accomplishments
http://flickr.com/photos/torres21/ Burke, Fogarty & Belgrade (1994)

58. ePortfolio Learning Cycle
Exemplars,
creating LI, SC, Students working towards Celebrating success
matrices/rubrics new goals in their learning and achievement
1st draft “finished”
teachers example
of writing
peers Learning Learning
Feed back, story Feed back,
artifact artifact video
feed forward & board feed forward & embedded in
embedded in
self reflection/self reflection/self
portfolio portfolio
assessment assessment
brainstorm 2nd draft
family
Nick Rate: ePortfolios and Assessment for Learning (2008)

59. Exemplars,
creating LI, SC, Students working towards
matrices/rubrics new goals in their learning
Learning
Feed back,
artifact
feed forward &
embedded in
reflection/self
portfolio
assessment
Nick Rate: ePortfolios and Assessment for Learning (2008)

60. ePortfolio Learning Cycle in Practice

61. ePortfolio Professional Learning Framework
BES Teacher Professional Learning and Development

62. ePortfolio
ePortfolio
ePortfolio
ePortfolio
ePortfolio

63. ePortfolio
Appraisal
Registered ePortfolio
Teacher
Criteria
Appraisal
Registered
Teacher
Criteria
ePortfolio
Appraisal
ePortfolio
Registered
Teacher
Criteria
Appraisal Registered
ePortfolio Teacher
Registered Criteria
Teacher Appraisal
Criteria

64. ePortfolio Professional Learning Network
Expertise
Dialogue
Moderation Networking Mentoring
Evidence
Sharing

65. What is/will be the framework or process
behind your eportfolio implementation?

66. Step 5: Criteria
• clarifying the capability required in the
eportfolio tool

67. What capability do you need to make this happen?

68. MOE: Digital Portfolios - Guidelines for Beginners

69. Jamin Lietz: http://lietze.org/?p=130

70. http://nickrate.com/2008/05/26/eportfolio-criteria/

71. If you were starting over again, what
would your criteria be for choosing an
eportfolio tool?
What are you non-negotiables, the top 5
must haves?

72. Step 6: Tool

74. The dimensions...
The Dedicated
The Managed
The Blogged
The Mashed
The Saved
The Integrated
http://nickrate.com/2010/12/13/dimensions-and-dashboards/

75. What process did you or will you use to
select your tool?

76. Step 7: Educate
Students, teachers, parents, mentors,
coaches:
• pedagogy
• giving effective feedback
• setting goals
• reflecting and self-assessing
• technical how to’s

77. What support have/will you give your:
• teachers
• students
• parents
...in reflecting, self-assessing, providing
quality feedback, setting goals, being part
of a critical friend relationship..?

78. Step 8: Implement
• seamlessly integrated into teaching and
learning
• high access to hardware/internet tools
• targeted teaching of reflecting/feedback
• maintaining a balance between creating/
reflection/uploading
• timelines: staggered vs. all at once

79. Step 9: Update
• digital literacy, internet use policies and
user agreements
• reporting and assessment guidelines and
procedures
• appraisal and teacher registration process

80. Step 10: Review
• what have you done?
• what progress have you made?
• what are your key lessons?
• what are you next steps?

81. The 10 step plan of attack...
Research read the literature, talk to experts, view eportfolios, best practice visits
Define clarify and align your purpose, vision, beliefs, audience
Consult with your students, teachers, leadership teams and parents
Framework a process linking the pedagogy/andragogy to the eportfolio
Criteria list the functionality required for your eportfolio tool
Tool trial, observe, question, rate and select the best tool or tools
Educate training in use of new technologies, giving feedback and change
Implement roll out the system to intended group of students and/or teachers
Update assessment & digital literacy policies, guidelines & agreements, appraisal
Review identify progress, key lessons and next steps

82. Step 11: Infrastructure
• access to tools & hardware
• increased bandwidth
• aligned to long term strategic purchasing

83. Should an eportfolio include all aspects of a
student’s life and learning?
www.flickr.com/photos/pasq

84. What happens when a student leaves school?
Transfers? Moves to a new class?
www.flickr.com/photos/bigtallguy

85. Who owns the eportfolio?
www.flickr.com/photos/sveinhal

86. Are your eportfolios open to the world?
www.flickr.com/photos/willfuller

87. Are your parents and teachers ready? Is the
principal?
http://flickr.com/photos/torres21/

88. Do your current policies cater for eportfolios
and use of Web 2.0 tools?

89. Will your eportfolios play a role in reporting
achievement against the National Standards?

90. Is one eportfolio system enough or should you
use a mash-up of tools?
www.flickr.com/photos/diathesis

91. Is it important for eportfolios in your school to
have a consistent look and feel?
http://www.flickr.com/photos/cobalt/

92. Should your school expect the teachers to
have a reflective eportfolio just as the students
do?
www.flickr.com/photos/raigverd/

93. Should students and teachers use the same
tool for their eportfolios?
http://flickr.com/photos/torres21/

94. Where to next?
Follow the discussions in the MLE Reference Group:
http://groups.google.com/group/mle-reference-group/
Read MOE ePortfolio Guidelines: http://goo.gl/dbBR8
Watch the videos: http://edtalks.org/tag-keyword/eportfolios
Ian Fox: http://www.foxedu.co.nz
Helen Barrett: http://electronicportfolios.org/
Follow Jamin Lietze’s Journey: http://lietze.org/
Join the ePortfolio group in the VLN:
http://www.vln.school.nz/pg/groups/29034/eportfolios/
Twitter: #eportfolios