Interaction Types vs Tags is the most customizable tool for instructional coaching. You have the power to frequently tweak what data you’re tracking as you go. Interaction Types and Tags are two ways to drill down on what you’re doing with teachers.

🧠 Interaction Types are for your general types of meetings – think big!

When it comes to data in your platform, setting up your interaction types to be as encompassing as possible is ideal. You want to aim to have between 5-9 interaction types. Our favorites that we use are:

  • Meeting
  • Coaching Session
  • Observation
  • Professional Development
  • General Notes

This helps us see where our time is going at a high level.

To customize your Interaction Types and what colors they show as in your data reports, go to Settings > Interactions.

Your tags will help you get into the specifics around meeting types and what was being done during those meetings.

🔎 Tags – Get into the specifics!

Tags give you the freedom and flexibility to really dig into what your interactions are focused on. This is where you can customize what you’re doing during your meetings (interaction types) with teachers.

To customize your tags, go to Settings > Interactions.

Remember, you can use multiple tags for an interaction!

Folder NameAcademicsEdTech
Tags under Folder– Assessment
– Classroom Management
– Collaboration
– Communication
– Community Engagement
– Creativity
– Critical Thinking
– Differentiation
– Student Agency
– Flipgrid
– Google Classroom
– Google Forms
– Google Meet
– Jamboard
– Kahoot
– Peardeck
– Read & Write
– Seesaw
– Screencastify
Use caseWe highly recommend every coach create some version of an academics folder of themes. These help you give context and insights to principals into the needs and focus of educators in their work with you.Edtech is a fantastic idea regardless of if you are an EdTech coach or not. Tracking tools will not only give you insights into what teachers are using, but how they’re using it when you pair together academic tags & EdTech tags.
Folder NameMeeting TypesSchool Initiatives
Tags under Folder– New teacher
– Cohort of educators for specific programs/initiatives (different than departments!)
– Data Team
– 1:1 Device Deployment
– SEL & Wellness
– Civics

Use caseThis is a less common idea, but helpful if you’d like to differentiate between meeting times in your interaction types. We see these with teams who want to track time spent with first year teachers, or specific cohorts of teachers.
Remember, you include department information during your educator upload – so this information is accessible in the data dashboard already!
If your school(s) or district have any goals or initiatives they are implementing, tagging them in will give you powerful insights to contribute to your teams.

📊 Using your data

The majority of your data is going to come from tracking interactions: this is why it is important to harness the power of your interaction types and tags.

Aside from the data you see when loading any of the 4 reports (interactions, coaching cycles, teacher-level, and coaching team), you can FILTER your data by specific tags!

Why filter your data by tags?

  • Provide insights to administrators on how many educators are working on specific initiatives
  • Find bright spots/gaps within departments of who is using a specific tool or working with specific initiatives
  • Find trends in when specific tags are being used throughout the year
  • Plan PD around educator lists in the teacher-level reports
  • Tweak future PD plans based on current educator needs
  • …and so much more!

💡 Check out more ideas in our Data Reports section!

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