Tech Made Simple by Ken Smith ← Back to the site
Case study

A new report card, five weeks before conferences

A kindergarten teacher's paper forms stopped matching the way she was being measured. Here is what I built, and why it is the same job I do for a business.

The problem

In August a kindergarten teacher in Boise found out her report card had been replaced. The district had moved to scales-based reporting. The old card listed skills. The new one lists 36 "I am learning to..." statements across seven areas, marked on a new six-letter scale, reported at four points in the year.

Her working tools were two paper forms: a check-off sheet she marks at a small table while children work through tasks, and a reading tracker. Both were now wrong. The check-off sheet matched the old card, and the reading tracker still named a program the district had dropped.

October parent conferences were five weeks out, and she needed to start collecting evidence straight away.

What I built

The first thing I did was ask how she actually works, and the answer was paper. She pulls children to a table one at a time, and a pen is faster there than any screen. So the paper stayed, and everything else was built around it.

The whole-class view: one report card line at the top, a row per child, with marks and notes one tap away
Marking the whole class against one report card line. Every child shown is invented.
The same app on a phone screen
The same app on a phone, for the moments away from the table.

A second kindergarten teacher at the school asked for the same thing. She had her own copy with her own class within days, because the kit is built from the district's card rather than typed out by hand. A new grade or a new district is a matter of feeding in its card and curriculum.

A one-page progress summary for a parent conference: marks by subject, reading scores, recent observations and a teacher comment
The new conference summary, built from what was logged during the term: marks by subject, reading scores, what the teacher has seen, and a comment ready to hand to a parent.

You can click through the demo, which uses invented children: kinder-demo.kensmithadvisory.com

Keeping the children's data private

This is a class list of five-year-olds with notes on how each one is doing, so it gets treated that way.

Where it stands

Both teachers are using it now, ahead of October conferences. Some of it is still open, and I would rather say so than pretend it is finished:

What this has to do with your business

A classroom is not a business, but the problem was one every small business has. The paperwork no longer matched how the work was measured, and there was a deadline.

What I did is the same thing I do for a business:

  1. Start from how you actually work. She kept her paper, and you keep what already works for you.
  2. Check every line against the source. For her that was the district's card. For you it is your price list, your services, and your real enquiries.
  3. Build it so it can be copied. The second teacher was set up in days. Your second location or your first hire should be just as easy.
  4. Hand it over so you can run it. It lives in accounts you own.

Forms or spreadsheets that have fallen behind?

If your paperwork no longer matches how your business really runs, tell me about it. It is free, and there is no pitch at the end.

Tell me what you are wrestling with