What are the steps for effective mentoring observations and debriefs?

1 Set goals and expectations

Before the observation, mentors and mentees should agree on the purpose, focus, and format of the observation and debrief. They should discuss the goals and objectives of the lesson, the criteria and evidence for success, and the role and feedback style of the mentor. They should also schedule a time and place for the debrief, and decide how to record and share the observation data.

2 Observe objectively and respectfully

During the observation, mentors should observe the lesson objectively and respectfully, without interfering or judging. They should collect relevant and specific data, such as notes, quotes, questions, ratings, or samples of student work, that align with the agreed focus and criteria. They should also be mindful of the context and challenges of the lesson, and avoid making assumptions or generalizations.

3 Reflect and analyze

After the observation, mentors and mentees should reflect and analyze the data independently, before meeting for the debrief. They should identify what went well, what could be improved, and what questions or issues emerged from the lesson. They should also compare their own perspectives with the evidence, and prepare to share their insights and feedback in a constructive and respectful way.

4 Debrief collaboratively and positively

During the debrief, mentors and mentees should engage in a collaborative and positive dialogue, based on trust and mutual learning. They should start by acknowledging the strengths and successes of the lesson, and then move on to discuss the areas for improvement and the strategies to address them. They should use open-ended questions, specific examples, and supportive language to elicit and exchange feedback. They should also avoid criticism, blame, or defensiveness, and focus on solutions and growth.

5 Plan and follow up

After the debrief, mentors and mentees should plan and follow up on the next steps for improvement and development. They should agree on the goals and actions for the mentee, the resources and support for the mentor, and the timeline and indicators for progress. They should also document and review their plan, and monitor and celebrate their achievements.

6 Evaluate and improve

Finally, mentors and mentees should evaluate and improve their observation and debrief process, as part of their ongoing professional learning. They should solicit and provide feedback on their experience, their outcomes, and their relationship. They should also identify what worked well, what could be better, and what changes or adjustments they need to make for future observations and debriefs.

7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?