Using the iPad for Paperless Walkthroughs
I've been trying a few different methods for doing walkthroughs and giving feedback to teachers using my iPad. I used a paper log and paper notes for feedback in previous years, but now that I have an iPad, it's time to go paperless. I've tried a few different solutions for organizing walkthroughs and giving feedback via iPad, and here's what I've come up with.
Trial and Error
Chris Lehmann developed a great form using Google Spreadsheets, which I tried and found very easy to use (for entering feedback, at least). You create a form and enter information into the form, and the results are added to a Google Spreadsheet. The drawbacks are that you need constant internet access (wifi or 3G), and the spreadsheet format doesn't lend itself to communicating feedback to teachers (though Chris has a partial solution to this in asking teachers to sign up to receive notifications when their spreadsheet is updated). I like using the form, but not the spreadsheet.
I've also tried using OmniFocus to keep track of both whom I need to visit and what feedback I provided. OmniFocus is a great task management app, and I rely on it to keep track of my to-dos, but I've found it's not great for holding large amounts of text. You can type a note into a task, and even email it, but the resulting email is oddly formatted (so that the recipient, if also an OmniFocus user, can add the task to their to-do list), and adding lots of text can slow down your database loading and synching.
Hitting My Stride
However, OmniFocus shines when it comes to keeping track of whom you've visited. You can set recurring tasks, re-order them, and set reminders. Today I made a list of all the teachers in my school, and when I visit a teacher's room and give feedback, I drag that teacher's name to the bottom of the list so I know I'll get to everyone. When it's time to pick a room to visit, I look at my list and see who's at the top.
So far, I've found Evernote to be the best app for taking notes and emailing feedback. I already use Evernote as my virtual file cabinet, so it's easy to use it for this additional purpose. I take notes in Evernote (starting a new note for each classroom visit), then email them to the teacher directly from Evernote. Evernote works even if you're offline, so you can take notes even if you're out of wifi range, and they'll send/sync when you're back online. To make it easy to find all the notes for a particular teacher, I add two tags to each note: the word "feedback," and the teacher's name. A bonus is that Evernote syncs via Evernote's servers, so your notes are always backed up and accessible from your computer.
One more essential tool: the Bluetooth keyboard. This $69 accessory almost turns the iPad into a laptop, but with 12 hours of battery life and half the bulk of even the smallest netbook. The keyboard multiplies my typing speed tenfold, and makes it viable to give substantive feedback directly from the classroom.
Workflow that Works
Using these tools, here's the workflow I've developed: Whenever I can get into classrooms, I visit the room at the top of my list (in OmniFocus), take notes in Evernote, email them to the teacher, and move the teacher's name to the bottom of my list in OmniFocus (I can also add the date to the note field in OmniFocus so I can quickly see all the dates I've visited the room).
So far this year, my schedule has been unpredictable enough that I haven't scheduled informal walkthroughs, but if you can consistently make time, it's OK to put them on your calendar. I would caution you to avoid using your calendar to motivate yourself, and have a way to ensure that, even if you miss a planned visit, you'll still get to every classroom without too much reworking of your schedule. In other words, I wouldn't recommend adding specific classes to visit to your calendar at specific times, because if you get interrupted and can't make it to the class, you won't want to completely redo your schedule. That's why I keep an ordered list of classes to visit in OmniFocus, and just move each class to the bottom of the list when I visit.
I prefer to send feedback via email in most cases (since teachers can respond at their leisure if necessary), but some feedback is best given in person. If your walkthrough leads you to the conclusion that a personal conversation is in order, you can email the teacher from your iPad to set up the meeting, and put the meeting on your iPad's calendar.
If you've been thinking of getting an iPad but have questions, please ask in the comments. See also my Essential iPad Guide for Principals.
How do you give feedback when you do walkthroughs?
Justin Baeder (@eduleadership) is a public school principal in Seattle, Washington. He speaks and writes about principal performance and productivity, and is a doctoral student at the University of Washington in Educational Leadership & Policy Studies.