Often
clinical student teachers are assigned to work with small groups comprised of
the least proficient or most behaviorally challenged classroom students. Given this, it is crucial for university
supervisors of teacher preparation programs to utilize an intentionally
inviting approach (Purkey,
Novak, & Fretz, 2000; Anderson,
2021) to encourage cooperating teachers to mentor for best practices that
utilize universal design for learning approaches rather than an immersion
approach to class management. For teacher preparation programs, it is important
to reframe its clinical placement experience from ‘the teacher candidate learns
to manage difficult groups’ to ‘the teacher candidate and the cooperating
teacher learns to design conditions in which those diverse students can
successfully participate.’
That
shift in perspective fits particularly well with Invitational Education
(IE) because the university supervisor's role becomes one of intentionally
inviting the cooperating teacher into a different way of seeing both the
students and the clinical teacher candidate. Invitational
Education describes
an intentionally inviting stance through intentionality, care, optimism,
respect, and trust (I-CORT) and applies that mindset not only to people but
also to places, policies, programs, and processes (5Ps). Universal Design for
Learning UDL principles similarly begin with the premise that learner
variability is predictable and intentionally inclusive educators should
proactively reduce barriers through multiple means of engagement,
representation, and action/expression, rather than waiting for students to fail
and then being reactive.
The
following protocol is designed for use as a cooperating-teacher mentoring tool
during clinical teacher candidate practice. It integrates the I-CORT
assumptions of Invitational Education with UDL and proactive classroom
management. Utilization of this protocol
can ideally help intentionally mentor clinical teacher candidates toward
inclusive, proactive, and evidence-based teaching. When clinical teacher
candidates work with small groups of students who have experienced academic difficulty
or behavioral challenges, the goal is not simply provide an opportunity for the
teacher candidates to experience how to manage the most diverse learners. The
goal is to help teacher candidates learn to identify barriers, design
accessible learning experiences, build relationships, and use data-based
evidence to improve instruction.
This suggested protocol and any of the
provided forms herein can be usable
during an actual pre-conference/post-conference, rather than simply treating a previous protocol as a checklist. The three-column approach can clarify what
each member of the clinical partnership is responsible for doing. Explicitly
connecting the form to InTASC
Standards
1, 2, 3, 6, 7, 8, 9, and 10 is important because they collectively capture learner
variability, learning environment, assessment, planning, instructional
strategies, reflection, and collaboration. The UDL component reflects the
current CAST
UDL Guidelines 3.0, which emphasizes learner agency, belonging,
anticipating barriers, multiple means of engagement, representation, and
action/expression.
An Intentionally Inviting Clinical
Mentoring Protocol
A Guide for Cooperating Teachers for
Developing Day One Ready Teacher Candidates
Purpose:
Use this protocol to intentionally mentor clinical teacher candidates toward
inclusive, proactive, and evidence-based teaching. When clinical candidates
work with small groups of students who have experienced academic difficulty or
behavioral challenges, the goal is not simply for the teacher candidate to
manage these students. The goal is to help teacher candidates learn to identify
barriers, design accessible learning experiences, build relationships, and use
evidence to improve instruction.
Using an INVITE Cycle:
I —
Investigate the Learner
Invite with
CARE. Before identifying a problem, help the teacher candidate understand the
learner. Ask:
- What are this student's
strengths, interests, prior knowledge, and successful experiences?
- What conditions help this student
engage and learn?
- What relationships or experiences
might influence participation?
Mentor’s intention:
Model language that describes students by their strengths and learning needs
rather than by deficits or labels.
N — Name
the Barrier
Invite with
RESPECT. Move from “What's wrong with the student?” to “What barrier is
interfering with learning?” Ask:
- Is the barrier related to the
task, directions, materials, environment, pacing, relationships, or
expectations?
- What evidence do we have?
- Is the student unable to do the
task—or unable to access the way the task is currently designed?
Mentor’s intention:
Help the teacher candidate distinguish between student behavior and student
access to learning.
V — Vary
the Design
Invite with
INTENTIONALITY. Encourage the teacher candidate to proactively apply Universal
Design for Learning principles. Consider Multiple Means of:
- Engagement: How can we increase
relevance, choice, collaboration, or motivation?
- Representation: How can
information be presented in multiple accessible ways?
- Action & Expression: How can
students demonstrate understanding in different ways?
- Environment: What can we change
about routines, space, time, materials, or transitions?
Mentor’s intention:
Ask the teacher candidate, “What can we change in the design before we change
the expectation?”
I — Invite
Participation
Invite with
TRUST. Create opportunities for ALL learners to experience competence, agency,
belonging, and responsibility. Ask:
- What meaningful choice can the
student make?
- How can each student contribute
to the group?
- How can we communicate that we
believe each student can succeed?
- What support can we gradually
remove as independence increases?
Mentor’s intention:
Model for the teacher candidate high expectations with appropriate supports
rather than lowering expectations because a learner has previously struggled.
T — Track
Evidence
Invite with
OPTIMIS. Help the teacher candidate determine whether the instructional change
made a difference. Look for data-based evidence of:
- increased engagement;
- time on task;
- participation;
- understanding;
- independence;
- quality of student work;
- improved interactions.
Ask:
“What did the
student do differently when we changed the learning design?”
Mentor’s intention:
Celebrate evidence of growth with the teacher candidate AND learners. Use unsuccessful attempts as information for
the next instructional decision.
E — Evaluate
& Refine
Invite with further
INTENTIONALITY. After the lesson, engage in a brief reflective conversation. Ask:
What worked?
What did the evidence tell us?
What barrier(s) remain?
What will we intentionally change next?
Use the Action
Research cycle:
Observe →
Hypothesize → Design → Implement → Collect Evidence → Reflect → Revise
Cooperating Teacher Commitments
As a
cooperating teacher, I will:
☐
Model care, respect, trust, optimism, and intentionality in my interactions
with students and the clinical teacher.
☐
Avoid defining students primarily by academic or behavioral deficits.
☐
Mentor the clinical teacher to design for learner variability before relying on
corrective management strategies.
☐
Make my instructional decision-making visible through a think-aloud and
reflective conversations.
☐
Provide the clinical teacher opportunities to plan, implement, assess, and
revise UDL-informed instruction.
☐
Treat challenging teaching situations as professional learning opportunities,
not simply problems to be controlled.
☐
Use evidence of student learning and engagement to guide feedback.
The Key Mentoring
Question: What can we intentionally design through relationships, instruction,
environment, and assessment to invite this learner into successful
participation?
Clinical
Goal: From managing the ‘difficult group’ to designing conditions whereby every
learner can participate, belong, and succeed.
TRIAD: Cooperating Teacher >
Clinical Teacher > University Supervisor
Preparing Day
One Ready Teachers Through Invitational Education and UDL Principles
Purpose: To intentionally develop clinical teacher candidates who respond to
learner variability by designing inclusive learning environments, anticipating
barriers, using evidence, and building relationships characterized by Intentionality,
Care, Optimism, Respect, and Trust (-ICORT).
Clinical Focus or Student Group: ___________________________________________
Date: _______________ Lesson/Content:
________________________________
THE INVITE CYCLE
|
COOPERATING TEACHER |
CLINICAL TEACHER CANDIDATE |
UNIVERSITY SUPERVISOR |
|
I — INVESTIGATE THE LEARNER (CARE) Share strengths,
interests, prior knowledge, successful experiences, and conditions that
support engagement. Avoid deficit labels. InTASC 1, 2, 3 |
Identify learner strengths and
variability before planning. Ask: What does this learner already know, do,
value, and need? Day One Ready: Knows learners and builds
relationships. |
Ask: What evidence demonstrates that
the candidate understands the learner beyond academic/behavioral labels? Look
for: asset-based language, knowledge of learner variability, relationship
building. |
|
N — NAME THE BARRIER (RESPECT) Help distinguish a
learner difficulty from a barrier created by the task, environment,
materials, pacing, directions, or interaction. InTASC 2, 3 |
Analyze the learning barrier before
assuming noncompliance. Ask: What might be getting in the way of access,
engagement, or participation? Day One Ready: Anticipates learner
needs. |
Coach the candidate to examine the
instructional/environmental context before defaulting to behavior correction.
Look for: evidence-based problem identification. |
|
V — VARY THE DESIGN (INTENTIONALITY) Model
proactive UDL planning rather than relying first on remediation or immersion
in behavior management. InTASC 2, 3, 7, 8 |
Design multiple means of Engagement,
Representation, and Action & Expression while maintaining meaningful
learning goals. Day One Ready: Plans accessible, differentiated
instruction. |
Ask: What barrier can we remove
through instructional design? Look for: choice, scaffolds, multiple
representations, flexible response options, appropriate challenge/support. |
|
I — INVITE PARTICIPATION (TRUST) Create opportunities
for students to experience competence, belonging, agency, and responsibility.
InTASC 3, 8 |
Establish clear expectations while
providing meaningful opportunities for student voice, choice, collaboration,
and successful participation. Day One Ready: Creates a positive
learning environment. |
Observe whether management preserves
student dignity and access to learning. Look for: proactive routines,
positive interactions, engagement, student agency—not simply compliance. |
|
T — TRACK EVIDENCE (OPTIMISM) Help identify
observable evidence of engagement, learning, independence, and progress. InTASC
6 |
Collect formative evidence: What did
students do, say, produce, or demonstrate? Use evidence to determine whether
the design worked. Day One Ready: Uses formative assessment to adjust
instruction. |
Ask: What evidence supports your
conclusion? Distinguish perception from observable evidence. Look for:
purposeful formative assessment and responsive decision-making. |
|
E — EVALUATE & REFINE (INTENTIONALITY) Engage the
candidate in reflective problem solving rather than simply providing
corrective advice. InTASC 6, 7, 9, 10 |
Reflect: What worked? What
barrier remains? What will I change next? Why? Day One Ready:
Reflects, responds to evidence, and seeks improvement. |
Facilitate a reflective coaching
conversation. Identify one evidence-based next step and connect it to
professional standards. Look for: reflection, responsiveness,
collaboration, professional growth. |
UDL Principles and Invitational Education LOOK-FORS:
Before correcting behavior, ask:
☐ Engagement: Is the learner interested, connected, appropriately
challenged, and supported?
☐ Representation: Does the learner have an accessible way to
understand the information and expectations?
☐ Action & Expression: Does the learner have an appropriate way
to participate and demonstrate understanding?
☐ Environment: Are routines, transitions, materials, time, and
expectations predictable?
☐ Relationships: Does the learner experience care, trust,
respect, and optimism?
☐ Evidence: What observable student behavior or learning tells us
whether the instructional change worked?
CAST
describes UDL as proactively addressing predictable learner variability through
engagement, representation, and action/expression; UDL 3.0 Guidelines
also emphasize belonging, agency, anticipating challenges, and challenging
exclusionary practices.
‘DAY
ONE READY’ CLINICAL INDICATORS
The ‘Day
One Ready’ clinical teacher candidate proficiently…
KNOWS by identifying
learner strengths, needs, interests, and variability.
DESIGNS by anticipating barriers and plan accessible, appropriately challenging
instruction.
INVITES by establishing relationships and environments characterized by care,
respect, trust, and optimism.
ENGAGES through proactive strategies that increase meaningful student
participation.
ASSESSES by gathering formative evidence of learning and engagement.
RESPONDS by adjusting instruction based on evidence rather than relying
primarily on reactive management.
REFLECTS by explaining instructional decisions and identifying specific next
steps.
COLLABORATES by seeking, receiving, and applying feedback from cooperating
teachers and supervisors.
InTASC Alignment: 1 Learner Development • 2 Learning Differences • 3 Learning
Environments • 6 Assessment • 7 Planning for Instruction • 8
Instructional Strategies • 9 Professional Learning & Ethical
Practice • 10 Leadership & Collaboration.
CLINICAL PARTNERSHIP REFLECTION
ACTIVITY:
Evidence of student
growth/engagement:
Barrier identified:
UDL/invitational
strategy attempted:
What did the
evidence tell us?
Next intentional
instructional step:
Clinical Teacher: ________________________
Cooperating Teacher: ____________________
University Supervisor: ____________________
A Guiding Question:
“What can we intentionally design through relationships, instruction,
environment, and assessment to invite this learner into successful
participation?”
The intent is
to encourage an essential shift in one's inclusive mindset and pedagogical
approach. Every university supervisor is invited to explicitly
mentor cooperating teachers toward this progression:
|
Traditional/Immersion Approach |
Intentionally Inviting + UDL
Approach |
|
“These are
my lowest students.” |
“These
learners bring variability that we need to understand.” |
|
“They need
more behavior management.” |
“What
barriers are producing disengagement?” |
|
“Keep them
quiet and on task.” |
“Design
meaningful ways for them to engage and participate.” |
|
“Give them
easier work.” |
“Maintain
the learning goal while varying access and support.” |
|
“The
student teacher needs to learn classroom control.” |
“The
student teacher needs to learn proactive instructional design.” |
|
“Pull them
aside when they misbehave.” |
“Anticipate
barriers before behavior escalates.” |
|
“Manage the
group.” |
“Design the
environment, instruction, and relationships.” |
The important
distinction is that UDL principles are neither permissiveness nor are they a
substitute for effective classroom management. Rather, planning with UDL principles
and 3.0 guidelines move some of the management problem upstream by asking:
What can
we change in the design of the learning experience so that fewer students
encounter unnecessary barriers to engagement?
CAST's
current UDL 3.0 framework explicitly includes anticipating challenges,
optimizing challenge and support, fostering belonging and collaboration, and
providing action-oriented feedback.
Use the university supervisor>cooperating
teacher conference as an “invitation”
Rather than starting
a supervisory conversation with: “How are you going to get these students to
behave?…” the supervisor might instead
intentionally invite the cooperating teacher to examine the situation
differently:
“What might
these students be telling us about the design of the learning environment?”
That is a
very different university supervisory stance. Continuing, the supervisor could
use five questions corresponding to IE’s I-CORT stance:
Intentionality: “What are we deliberately designing
differently tomorrow?” This converts the conversation from philosophy into an
instructional experiment.
Care: “What do we know about these students
as learners, not simply as behavior problems?” Ask the cooperating teacher and
student teacher to identify:
- interests and strengths;
- prior knowledge;
- successful learning experiences;
- relationships and peer
connections;
- conditions under which the
student participates successfully.
This prevents
the clinical teacher candidate from beginning with a deficit description.
Optimism: “What evidence suggests these
students can be successful?” The goal is to prevent the clinical teacher
candidate from internalizing the belief that “This is the group nobody can
teach.” Instead, the cooperating teacher models the professional belief that
instructional success is possible and therefore worth designing, planning, and
implementing.
Respect: “Are we interpreting student behavior
as communication or simply as noncompliance?” This is particularly important
when students are routinely placed in a separate small group because they are
perceived as the “least proficient” or “most challenging.” A respectful
interpretation asks: What is the student trying to accomplish, avoid,
communicate, or access? That question can lead directly to UDL planning.
Trust: “What responsibility can we give the
student teacher for designing and trying an instructional response?” Rather
than telling the teacher candidate exactly how to control the group, the
cooperating teacher becomes a mentor who essentially conveys: “I trust you to
study this problem, design an intervention, try it, and learn from the
results.” That creates a much more authentic clinical-learning experience.
Make UDL 3.0 Guidelines the mentoring
language for classroom management
A
particularly powerful move for teacher preparation programs would be to connect
UDL principles and 3.0 guidelines directly to the program's expectations for
classroom management, rather than treating them as separate competencies.
For example:
Before
responding to a behavior problem, the teacher candidate learns to ask about:
- Engagement: Was the learner
interested, connected, appropriately challenged, and supported?
- Representation: Did the learner
have an accessible way to understand what was expected?
- Action & Expression: Did the
learner have an appropriate way to participate or demonstrate
understanding?
- Environment: Were transitions,
materials, space, time, and routines predictable?
- Relationship: Did the learner
experience the teacher as caring, respectful, and trustworthy?
This
is particularly consistent with UDL 3.0 guidelines, which includes optimizing
challenge and support, fostering belonging and community, anticipating
challenges, and enhancing learners' capacity to monitor progress.
The
result reinforces a useful clinical principle: Behavior management should begin
with instructional design, not end with behavioral correction.
Invite the cooperating teacher to
model ‘design before discipline’
The
cooperating teacher could deliberately model a three-step process for the
clinical teacher candidate:
Step 1, Identify
the barrier: Rather
than: “Marcus won't participate.” Model asking:
“What is
preventing Marcus from accessing this learning experience?”
Step 2, Change
the design: For example:
- provide visual directions;
- chunk the task;
- provide a model;
- activate prior knowledge;
- offer choice;
- allow verbal, written, visual, or
technological responses;
- use peer collaboration;
- adjust the amount of practice
without lowering the learning goal;
- provide graduated support.
Step 3, Examine
the response: Invites the teacher candidate to
respond to the question, “What changed when we changed the design?” This makes the student teacher an
instructional problem solver, rather than a behavior technician.
Use the small group for inclusive
practices rather than as potential remediation
This
may be the most important programmatic change. If the clinical teacher
candidate is routinely assigned the students with the greatest needs, the
supervisor should explicitly establish that the assignment is not an
apprenticeship in deficit teaching. Instead, the small group becomes a clinical
laboratory for learning how universally designed instruction can increase
access, engagement, independence, and academic participation. For
example:
Learning
objective: Students
will identify the main idea and supporting details.
Rather than
giving the struggling group a substantially easier assignment, the clinical
teacher might maintain the same essential goal while providing:
- an audio version of the text;
- vocabulary supports;
- visual representation of the
concept;
- highlighted critical information;
- teacher modeling;
- partner discussion;
- graphic organization;
- choice of oral, written, or
visual response.
That is
consistent with UDL's emphasis on maintaining meaningful, challenging learning
opportunities while reducing barriers to participation.
Provide cooperating
teachers the “intentionally inviting mentoring protocol”
A teacher
preparation program could formalize this into a short protocol to be used
during the TRIAD conferences.
An INVITE Protocol
I —
Investigate the learner: What
strengths, interests, knowledge, relationships, and successful experiences does
the learner bring?
N — Name
the barrier: What
specifically is preventing access, engagement, or participation?
V — Vary
the design: What can
we change in engagement, representation, action/expression, environment, or
support?
I — Invite
participation: How
can the teacher provide meaningful choice, agency, responsibility, and
belonging?
T — Track
evidence: What
observable evidence will tell us whether the instructional change worked?
E —
Evaluate and refine: What
should the clinical teacher keep, change, or try next?
This protocol
provides the cooperating teacher (CT) something concrete to do relative to Invitational
Education rather than simply expecting the teacher candidate and the CT to ‘be
more inviting.'
Change the expectations for what
university supervisors observe
There
is an important implication for the clinical observation instrument. The clinical
teacher candidate receives a powerful implicit message that Good teaching = Controlling
students whenever the university supervisor primarily scores an
observation based upon:
- student compliance,
- transitions,
- teacher authority,
- noise level,
- redirection,
- pacing,
Instead,
supervisory observation should also capture proactive instructional design,
which is especially compatible with UDL 3.0’s explicit emphasis on learner
agency, meaningful goals, anticipating challenges, and challenging exclusionary
practices. For example:
|
Supervisory Look-Fors |
Evidence |
|
Invitational
stance |
Teacher
communicates care, respect, trust, optimism |
|
Engagement |
Students
have meaningful purpose, relevance, choice, or collaboration |
|
Representation |
Important
information is accessible in multiple ways |
|
Action/Expression |
Students
have meaningful ways to participate and demonstrate learning |
|
Anticipation |
Teacher
identifies and addresses likely barriers before escalation |
|
Agency |
Students
increasingly monitor, choose, and regulate aspects of their learning |
|
Responsive
management |
Teacher
responds to behavior while preserving dignity and instructional access |
|
Reflection |
Teacher
uses student evidence to modify instruction |
In
summary, a ‘Day One Ready’ teacher candidate does not merely respond
effectively to student behavior. Rather, the highly proficient the teacher candidate
is capable of anticipating learner variability and intentionally designing instruction
based on diverse relationships, routines, and environments that optimize
learners' opportunities to engage and succeed. Therefore, that ideal brings
together: Invitational Education + UDL + formative assessment + proactive
classroom management.
The
ideal also prevents the false dichotomy between “management” and “inclusive
instruction.” The best classroom managers are often doing considerable
management through instructional design. While Invitational Education (Purkey and Novak (2015) provides the relational and ethical
stance while UDL provides the instructional design framework, formative
assessment provides the evidence, and classroom management provides the
responsive structures necessary to maintain a productive learning environment.
That
combination would allow a university supervisor to say to the cooperating
teacher, ‘We aren't asking you to give the clinical teacher candidate an easier
group to manage. We're asking you to mentor the clinical teacher candidate in
how to design learning so that students who have historically experienced
failure, exclusion, or disengagement have greater access to success.’ That is a
considerably more ambitious and defensible purpose for the clinical placement.
To cite:
Anderson,
C.J. (August 31 2026). An intentionally inviting clinical mentoring
protocol for the teacher candidate supervisory triad. [Web log post] Retrieved
from http://www.ucan-cja.blogspot.com/
References:
Anderson, C.
J. (2021). Developing your students' emotional intelligence and
philosophical perspective begins with
I-CORT. Journal of
Invitational Theory and Practice, 27, 36-50.
CAST. (2024). CAST Universal Design for Learning Guidelines version 3.0. CAST UDL Guidelines 3.0
Purkey, W. W., & Novak, J. M. (2015). Fundamentals
of invitational education. (2nd Ed) International Alliance
for Invitational Education. Retrieved from: Fundamental of Invitational Education
| IAIE
Purkey, W.W., Novak, J.M., & Fretz, J.R. (2020). Developing inviting schools: A beneficial framework for teaching. Teachers College Press.
