Adventures in Bullet Journaling

It has been about 5 months since I started using a bullet journal with regularity.  I already filled up my first notebook and am on to my second.  Back in September, I shared some of my favorite page types for boosting my focus and productivity.  Specifically, I shared my Daily Log – my daily to-do list, and the notes I take during meetings to keep me engaged and to facilitate easy sharing with others.  I’m still using both of those pages with regularity, but now in month #6 I’ve added a number of page types that have been helpful.

I think it is important to note that I still have some mixed feelings about my bullet journal.  On some levels, it is deeply cathartic to break out my colored markers in the middle of the day to mark progress on my daily goals and summarize the major points of meetings and other interactions.  It’s like an adult coloring book.  I can attest to the fact that the journal helps me stay on target with daily, weekly, and monthly goals and priorities.  It is definitely a boost to my productivity.

At times, however, I find my bullet journal getting in the way of my focus and creativity.  Sometimes the aesthetics of the thing don’t allow me to be as free-flowing with ideas as I would like.  A notebook should be a space that encourages experimentation, sketching, and drafty diagramming.  But I can’t seem to bring myself to include a first draft of something I know is going to be ugly or awkward.  So I leave it out.

So while there are definitely some things I’m still working out in terms of my expectations and practices with the bullet journal, I definitely have some go-to uses for the journal beyond what I was doing when I first got started.  Here are a few of those:

The Month At-A-Glance

22 Nov 17 - Adventures in Bullet Journaling

In my first journal, I experimented with a few different formats for the month at-a-glance page, and didn’t really like any of them.  I finally settled on a style that combines a month calendar with the big goals in different areas of my life.      It’s working – at least for now.

The Gratitude Log

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I’ve seen different takes on this on a number of bullet journal websites.  Often, the gratitudes are integrated into the daily log.  I tried that, but it didn’t seem to work for me.  So I switched to try to dedicated one page for the month where I record one thing I’m grateful for for each day.

The Fitness Tracker

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This is a carry over from my first journal.  It’s worked really well, especially since I’ve finally gotten into the regular habit of counting my calories every day.  Some people might argue that counting calories every day is no way to live life.  I wouldn’t necessarily disagree, but for me at least, there is no way for me to maintain or lose weight without being mindful every day – at almost every meal – about what I am eating.  When I slip into mindless eating, which is very easy for me to do, I simply overeat.

Site Visit Summaries 

A big part of my responsibilities at work involves visiting the principals I supervise and their schools.  I’ve experimented with different systems for capturing notes about our discussions and my observations.  Now I’ve been created a visit summary to help me document what I am learning about the principals I am supervising, and so that I have an easy reference later on when discussing each principal’s goals and areas for improvement.

Tools of Improvement Science – Systems Mapping

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If you are having a conversation with an Improvement Science aficionado, it won’t be long before the conversation shifts to a discussion of specific practices and tools that are closely associated with helping organizations or individuals improve.  The common mantra is that Improvement Science helps us “get better at getting better,” and the mechanism for continuous improvement can be found in the application of a set of tools and practices Improvement Scientists have identified and tested.  Empathy interviews.  Journey Maps.  Systems Mapping.  PDSA cycles.  Fishbone diagrams.  There are actually quite a few of these tools, and each one is designed to illuminate a different aspect of the improvement journey.

My personal favorite is system mapping.  Perhaps it’s because I’m a visual learner.  Systems mapping is an attempt to create a visual overview of a process, outlining explicitly the relationships and sequences that we assume are the part of any given system.  In essence, we are lifting the hood to take a look at how things work together (or as is sometimes the case, are not working together) and then represent those relationships in a visual map.  A systems map takes a flow chart one step further as it seeks to identify the weak points in the system that are leading to underperformance.  The map then serves as a launching point for determining potential interventions that we want to test to improve the system.

I find systems mapping to be incredibly illustrative.  It can become apparent very quickly that a room full of organizational leaders who thought they had a common understanding about how something gets done actually possess very nuanced and incomplete views of what happens in practice.  It’s like putting together a puzzle where everyone has a different piece to contribute.

At work, for example, I’ve recently been using systems mapping to help improve our process for approving substitute teachers for professional development.  You might think the process would be fairly straight-forward.  You need subs.  You ask for permission to get subs.  Permission is either granted or denied.

You would be very wrong.

For starters, we are in the midst of a serious, if not severe, substitute shortage.  There simply are not enough quality substitute teachers to fill our vacant positions on a daily basis.  Despite efforts to continuously recruit and hire good people, attrition is high and the best substitutes get snatched up – as they should be – for long term gigs or as full-time classroom teachers.  That puts a daily cap on how many subs we have available.  To add to the challenge, we have a lot of competing interests for professional development.  Of course that is a good problem since we want our classroom teachers to have opportunities for quality professional learning.

That all adds up to a simple equation of supply and demand, which means there are ALWAYS more requests for subs than we have the capacity to meet.  That drives a scarcity mindset, and when people start hearing “no” with regularity, it puts increasing pressure on a system that only worked moderately well even in the best of times.  Admittedly, my leadership responsibilities have little to do with substitute requests, but when everyone I am working with and trying to support is constantly referencing a system that is causing distraction and even spreading mistrust, it’s hard for me not to get involved.

Where do you start when you are trying to improve a system that you don’t know a tremendous amount about?  You start asking a lot of questions of the people who are closest to the work – and you begin to develop a map of the system.  So that’s what I did.  I started by putting my initial assumptions on paper, and then learning more by investigating the details of the system.  Committing those details to a visual map allows us to make our assumptions explicit, and develop shared meaning and understanding about the system.

Fast forward several weeks to today, and we’re still very much in the process of working through our new system.  One of my tasks today is to update our system map to reflect where things stand as of today.  The intention is to not only use the map to help us continuously improve the system, but to make that system transparent to its users.

 

On Being Principal – Defining Moments

2 Nov 17 - Defining Moments

Most of the time, I emphasize the importance of consistency and alignment over time as the primary strategy for realizing an organizational vision.  In other words, you have to play the long game, accumulating small wins over time.  I’m a big fan of continuous improvement, and that defines my core practice as an administrator.  But sometimes, principals face moments that present special opportunities to define themselves as a leader and truly impact the culture of the organization.  Often, those opportunities come in moments of crisis.

One of those moments came for me at the end of my first year as principal.  Our leadership team, and entire staff, had battled throughout the year to strengthen the school culture as one that embodied mutual respect and pro-social behavior amongst our students.  We latched on to the idea of the Warm Demander, a conceptual framework for building strong, respectful relationships between students and teachers.  In essence, being a Warm Demander means your students know you genuinely love and care for them, and that you will kick their butt if they don’t live up to their potential.  Our instructional leadership team embraced the opportunity to engage staff in conversations about what high expectations of student learning looked like in classrooms, hallways and shared spaces.

Over the course of the year, we moved from system to system, constantly improving along the way.  In some cases, we tinkered.  In others, we made a complete overhaul.  We moved our referral system to a digital system that allowed us to more easily track and analyze discipline data.  We implemented random tardy sweeps to encourage more on-time behavior.  We designed a system of positive behavior intervention and supports.  We deliberately highlighted and celebrated our students who had made significant growth – both academically and socially.

Obviously, I’m biased.  I was the principal and felt tremendous efficacy about our collective improvement work.  Of course we had setbacks and moments of tremendous disappointment – both in ourselves as leaders and in some of the decisions made by our students.  We weren’t always successful.  But we persisted.  As we approached the end of the school year, it felt like we had made significant progress.

As graduation neared, several staff members approached me out of concern for certain student behaviors that had historically disrupted graduation festivities at the end of the school year.  I ensured my staff that we had permanently committed to high expectations and wouldn’t settle just because the school year was coming to a close.

I had made a deliberate point to communicate with my seniors that they needed to attend graduation rehearsal in order to walk across the stage at graduation.  Of course there might be reasonable conflicts due to illness, but this wasn’t going to be something to sluff off.

On the morning of the rehearsal, all but three of our students were present.  While I intended to be true to my stated expectations, I had my own heightened sense of concern for my three missing students – I certainly wanted them to participate in graduation, and so I encouraged classmates to reach out directly at the same time that I was calling home and trying to track down the students to get them to rehearsal.

When the three young men finally arrived, nearly an hour late, all three were clearly under the influence of marijuana.  In some contexts, this might seem like an easy decision, but this is San Francisco we are talking about, and recreational marijuana use amongst 17 and 18 year old adolescent young men was hardly a criminal or serious offense.

With the support of my admin team, I made the decision to bar the three young men from the graduation ceremony.  My calls home to family informing them of my decision brought immediate reaction and anger.  How could I deny these young men the culminating moment of a hard fought education?  Parents and family members packed into my office, pleading, and then demanding, that I change my decision and allow the young men to walk.  As the pressure mounted, teachers began to take opposite sides – with teachers openly advocating on both sides of the decision.  I was threatened with lawsuits and physical violence.  One of the young men was so incensed that he shattered the glass entry door to the school as he stormed out.  What was supposed to be the culminating moment of celebration for the school year descended into a deeply contested crisis.

As the final day of school came and went, opposition to my decision stiffened.  I received several phone calls from former staff members and the previous principal asking me to reconsider.  Students hinted at a walk out.  I couldn’t imagine anything more awful as a first-year principal than a student walkout at graduation in protest of my leadership.

Internally, I wanted nothing more than to relent and allow the young men to walk.  I’m a people-pleaser, and I don’t like to see people uncomfortable or experiencing difficulty when I have power to assist.  But I’m also deeply committed to exercising the leadership necessary to move schools and organizations to the next level of performance and shared values.  This decision very much felt like a critical inflection point in driving home the message that above all, I was committed to holding high expectations as the principal – regardless of the consequences.

I should note that my supervisor and superintendent Gia Truong supported my decision.  As was her approach to developing principals, Gia refused to overrule me and make the decision herself and instead engaged me in a serious of questions to ensure that I understood and could articulate my own thinking on the matter.  I think she knew this was a decision that was killing me – and sometimes I wonder whether she herself was curious what I would do in the end.

In the end, three young men didn’t walk at graduation.  There was no walkout – although I had to sweat it out the entire ceremony as I was unsure what might happen.  I clearly remember crafting a statement for my staff – making it clear that I too was struggling with the decision, and that I was not entirely sure that it was the best outcome for the three young men involved.  I was, however, certain that given our struggles and history as a school, that it was the right decision for our collective community.

Over the days, weeks, and months that followed graduation, and with the benefit of time, many of my staff came forward to express their appreciation of my commitment to act with integrity in a difficult situation and for being transparent with my decision-making process.  Even some of those who were most vocal in their opposition approached me to share their feelings of respect for my decision.  Years later, that first graduation came up with some frequency when staff members shared stories about me.

In the end, I truly do believe that we made the right decision for our school.  Of course I’m not entirely closed to the idea that things could have played out differently and still have had a positive outcome.  I certainly still ache a bit on behalf of the young men involved.  But seeing a tough decision through in a crucible moment provided me with a resolve later down the road that made it easier to make difficult decisions when the pressure mounted.  It wasn’t just a defining moment for the students and staff for whom I had stewardship – it has shaped how I perceive myself as a leader.  It’s a decision that stays with me.