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Potentially Gifted Students Potentially Gifted Students
Robin Niki Rothman
Lynn University
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BEST PRACTICES OF THE STATE OF FLORIDA'S PLAN B IMPLEMENTATION
FOR
POTENTIALLY GIFTED STUDENTS
DISSERTATION
Presented in Partial Fulfillment of the Requirements for
the Degree of Doctor of Education in
Educational Leadership
by
Robin N. Rothman, M.S.Ed.
*****
Lynn University
2019
ii
ABSTRACT
ROBIN N. ROTHMAN: Best Practices of the State of Florida's Plan B Implementation
for Potentially Gifted Students
The aim of this study was to analyze the best practices methods and procedures used by
school districts in the State of Florida for the purpose of identifying Gifted students from
historically underrepresented groups who fall under the Plan B provision of the Florida
Administrative Code 6A-6.03019, specifically students who are Limited English
Proficient and those who belong to Low Socio-Economic Status families. Twenty eight
of the 67 Florida school districts that demonstrated the most equitable representation of
traditionally underserved student populations in gifted programs were identified and
selected to participate. Of the 152 Gifted education administrators or evaluators that
received an email invitation to take part in the six question survey, 32 responded.
According to their responses, two major themes were identified. First, classroom teachers
play a crucial role in both the nomination and assessment process. Professional
development is the primary method of supporting teachers in identifying gifted behaviors
in potentially gifted students from Plan B sub-groups. Second, the use of a universal
screener, administered in the early grades is both utilized and recommended. These
results are to be compiled into a practical handbook and made available to the districts
and the Florida Department of Education Bureau of Exceptional Student Education.
iii
Copyright © 2019 by Robin N. Rothman
All Rights Reserved
iv
ACKNOWLEDGMENTS
Lynn University offered me an opportunity to reach an academic goal that I had
previously considered unattainable and I will always be grateful for this most enriching
experience. The Doctoral program in the Ross College of Education provided the means
for me to flourish, both professionally and personally, and its accelerated pace allowed
me to finish my terminal degree well before my career itself became terminal.
I am grateful to Dr. Jennifer Lesh, my committee chairperson, for her patient
advice and guidance. I must also thank Dr. Kathleen Weigel, Dean of the Ross College of
Education, for crafting a program that works for the working education professional. My
appreciation also goes to my committee members, Dr. Nancy Kline and Dr. Lisa Spencer-
Hoo, for their recommendations and validation. Every professor in the Ed.D. program has
my eternal gratitude and admiration.
Danny, Jaqua, Laura, and Susan have been wonderful cohort-mates. I have
learned so much from each of them and they will forever remain in my heart and mind.
Shazam!
My family and friends have unfailingly cheered me on and offered their support
along the way. While naught could diminish its value, humbly, this was to be expected. It
is the sincere response of my students that warms my heart to its core. They expressed
genuine interest in my work, enthusiastic encouragement as I shared my progress, and
generous applause as I reached the final steps. Thank you, my dears. I did this for me,
true. But I did this for you, as well.
v
DEDICATION
This body of work is dedicated to the untold number of gifted students who were
left behind, overlooked, or ignored. I am sorry that we failed you.
A wise friend once told me that true amends are found in the actions. The best we
can do now is to give our attention to the gifted students of today and tomorrow.
Therefore, my work is dedicated to the gifted student waiting to be acknowledged.
I see you, I hear you, and I will not stop looking for you.
vi
TABLE OF CONTENTS
ABSTRACT……………………………………………….……………….……..ii
COPYRIGHT……………………………………………………….……...…….iii
ACKNOWLEDGEMENTS……………………….……………………………...iv
DEDICATION…………………………………………….………………...…….v
TABLE OF CONTENTS……………………………………………………...….vi
LIST OF TABLES…………………………………………………………..……xi
LIST OF FIGURES………………………………………………….………..…xii
CHAPTER I: INTRODUCTION …………….…….…….……………....……….2
Background ………………………………………………….…………..………..2
Significance of the Study…………………………………………............……….6
Rationale for the Study…………………………..……………………..…………7
Purpose of the Study…………………………………………..……….………….7
Research Questions………………………………………………...……….……..8
Assumptions………………………………………………….………...………….8
Definitions………………………………………………..……………….……….9
Organization of the Dissertation………………………………………...……….11
vii
CHAPTER II: LITERATURE REVIEW …………………..………………...…13
Historical Background……………………………………………………….......13
Underrepresented Students in Gifted Education Today …………………..……..14
Narrowing the Gap in the State of Florida ………………………………...…….17
History of the Plan B regulation ……………………………………..….19
Assessing Giftedness in Underrepresented Student Populations ……..……..…..21
Summary……………………………………………………………………...….22
CHAPTER III: METHODOLOGY ……………………………………..………24
Introduction……………………………………………………..…………..……24
Philosophical perspective…………………………………………..…….24
Purpose …………………………………………………………….…..…….…..25
Research Questions …………………………………………………….….…….25
Setting of the Study …………………………………………………….………..25
Description of the Population ……………………………………….…………..26
Selection of the population…………………………………………...….26
Research Design …………………………………………………………..……..29
Rationale for Design …………………………………………….………………29
viii
Procedure ……………………………………………………………..…………30
Data Collection ………………………………………………………………….31
Ethical Considerations …………………………………………………….…….31
Risks and Benefits ……………………………………………………………….32
Confidentiality and Anonymity ………………………………………...……….32
Quality of Data ………………………………………………………..…....……32
Data Analysis .…………………………………………………………..……….33
Limitations and Delimitations ………………………………………...………33
Summary …………………………………………………………….…..………34
CHAPTER IV: RESULTS ……………………………………………………....35
Introduction………………………………………………………………………35
Participant demographics………………………………..……………….35
Data collection timeline…………………………………….……………36
Summary of Analyses……………………………………………………………37
Results for Research Question One……………………………………………...37
Survey question one……………………………………………………...38
Survey question two………………………………………………...……39
ix
Results for Research Question Two………………………………………...……40
Survey question three…………………………………………………….40
Survey question four……………………………………………………..41
Coding of responses……………………………………………...41
Demographic questions…………………………………………………………..44
Survey question five……………………………………………………..44
Survey question six………………………………………………………45
Summary of Results…………………………………………………………..….46
CHAPTER V: CONCLUSIONS ………………………………………………..47
Introduction………………………………………………………………………47
Summary of Results…………………………………………………...…………48
Discussion of Results………………………………………………………….....49
Implications for Practice………………………………………………………....53
Limitations……………………………………………………………………….57
Recommendations for Future Research………………………………………….58
Summary……………………………………………………………...………….60
REFERENCES…………………………………………………………………..62
x
APPENDIX A: Selected Florida School Districts to be Invited to Participate in
Survey …………………………………………………………………….……..73
APPENDIX B: Sample Phone Call to District …………………...………....…..74
APPENDIX C: Informed Consent….…………………………....…………....75
APPENDIX D: Cover letter to Survey Invitees ……………………….…..…….76
APPENDIX E: Survey Questions………………………………………………..78
APPENDIX F: Additional Assessments Cited by Respondents………………....80
xi
LIST OF TABLES
Table 1: Differential in Ethnic Representation in Gifted Programs in
United States……………………………………………………………………..16
Table 2: Florida School Districts with Representation Differential of 20% or Less
of LEP Students in Gifted Programs …………………………………….…..…..27
Table 3: Florida School Districts with Representation Differential of 20% or Less
of FRL Students in Gifted Programs ……………………………………………28
Table 4: Major Themes and Sub-Themes Identified in Suggestions for Increasing
Equitable Representation of Plan B Students……………………………………43
xii
LIST OF FIGURES
Figure 1: Comparison of Differential in Representation in Gifted Programs
in the US…………………………………………………………………………17
Figure 2: Representation Gap in Gifted Programs in the State of
Florida……………………………………………………………………..……..18
Figure 3: Primary Source of Nominations for Potentially Gifted Students via Plan
B…………………………………………………………………….……………38
Figure 4: Primary Method of Assessment for Potentially Gifted Plan B
Students…………………………………………………………………………..39
Figure 5: Methods of Supporting Teachers in Identifying Gifted
Behaviors…………………………………………………….………………......41
Figure 6: Student Enrollment of Districts Participating in the Study…………....45
Figure 7: Roles of Participants in Study…………………………………...….45
Figure 8: Representation of School Districts by Enrollment……….……………52
Running Head: BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 1
Best Practices of the State of Florida's Plan B Implementation for
Potentially Gifted Students
Robin N. Rothman
Lynn University
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 2
CHAPTER I
INTRODUCTION
History is filled with stories of gifted people who were not always considered
gifted. Albert Einstein did not speak until he was four years old. Thomas Edison’s
teachers said he was unable to learn. Isaac Newton, Winston Churchill, and Louis
Pasteur were all considered poor students (Rhode Island State Advisory Committee on
Gifted and Talented Education, 2016). Bill Gates, Steve Jobs, and Frank Lloyd Wright
did not have college degrees (Time, 2016). And yet, somehow, they all proved that they
were indeed exceptional, responsible for revolutionary advancements in science,
architecture, and the new field of computers, as well as leading a country at war to
victory. They were able to push past low expectations and achieve great things.
These stories are known. But, how many stories are unknown? What happens to other
gifted students who are not identified, nurtured, or encouraged? What happens to the
gifted child who is told he or she is not gifted? How many gifted students are falling
through the cracks?
Who are they? And, how do we find them?
Background
The National Association for Gifted Children (NAGC) estimates that
approximately six to ten percent of the K-12 student population is gifted (2016). This
estimate is not limited by ethnicity, language or socio-economic status. While current
research places increasing emphasis on a child’s environment for the development of
giftedness, the potential for giftedness begins with genetic composition (NAGC, 2016).
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 3
Therefore, is it not logical to expect that six to ten percent of demographic sub-groups are
potentially gifted?
Logical it may be, but an equitable representation of non-White students in gifted
populations is seen in half of the United States public school districts or less. As reported
by the NAGC (2014), nationally:
“In only 50% of elementary school districts was exact alignment reported for
Black student representation; 34% of districts at the middle school level and 50%
at the high level were in the exact category. Hispanic student representation was
similarly disparate. Fifty four percent of coordinators provided data that placed
their elementary schools in the exact category; 37% of middle schools and 50% of
high school districts fell in the exact category. More than 80% of the district
coordinators across all school levels reported exact or adjacent alignment between
Black and Hispanic student representation in their districts and in districts’ gifted
programs (NAGC, 2014).
Similarly, students from lower socio-economic groups are also underrepresented:
“Notably, underrepresentation of students of poverty in gifted programs was
greater than that of Black or Hispanic students. More than 50% of the
respondents across school levels reported much lower representation of students
of poverty in their gifted programs than the percentage of the subgroup in their
district student population. Only 17.8%, 21.4%, and 15.1% of the districts at the
elementary, middle, and high school levels, respectively were in the exact
alignment category” (NAGC, 2014).
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 4
Stated plainly, across the country, gifted student populations within school
districts are primarily White, of middle class or higher socioeconomic status. In many
cases, the diversity of the gifted population within a school district does not mirror the
diversity of the district as a whole. Minority students are not represented at an equitable
level.
In 1988, revisions were made to the Elementary and Secondary Education Act of
1965, to include grant programs to encourage individual states to create special programs
for gifted and talented students. The Secretary of Education is specifically charged with
giving “highest priority to programs intended to identify and serve gifted and talented
students, such as the disadvantaged, who might not be identified by traditional means”
(Elementary and Secondary Education Act, 1988). The most recent revision, enacted in
September of 2017, specifically includes “economically disadvantaged individuals, [and]
individuals who are English learners” (Every Student Succeeds Act, 2017).
Although federal legislators seem to have been aware of the need for more
inclusive gifted programs since 1988, non-White students continue to be
underrepresented in gifted programs. For example, in 2012, students enrolled in public
schools across the United States were 51% White, 15.7% Black and 24.3% Hispanic.
However, students enrolled in gifted programs across the nation were 60.7% White, 8.8%
Black, and 16.8% Hispanic (National Center for Educational Statistics, 2015). White
students were over-represented by almost 10%, while Black and Hispanic students were
underrepresented by 7% - 8%. The gap in representation can be interpreted as
approximately 17% nationwide.
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 5
In the State of Florida, 2012 enrollment is reported as 41.6% White, 23% Black,
and 29% Hispanic (NCES, 2014) while 2012 enrollment in gifted programs was reported
as 54.9% White, 9.2% Black, and 26.5% Hispanic (NCES, 2015). This translates to an
overrepresentation of more than 13% in the White subgroup, and an underrepresentation
of almost 14% for Black students and less than 3% for Hispanic students. While the
Hispanic students are equitably represented, the representation gap for Black and White
students is approximately 27%, significantly (10%) higher than the national gap.
Under the auspices of the Florida Department of State, the Florida Administrative
Code, Rule 6A-6.03019 (1988) outlines the eligibility criteria for a student to be included
in special instructional programs for the gifted. Originally implemented in 1977,
lawmakers revised the rule in 1991, adding a provision designed to serve students from
underrepresented groups. Underrepresented students were originally defined as those
“whose racial/ethnic backgrounds are other than white non-hispanic, or who are limited
English proficient, or who are from a low-socio-economic status family” (FAC, Rule 6A-
6.03019, 1997). In 1998, the regulation was amended by stating that in addition to white,
non-hispanic students, those of Asian/Pacific Island descent were also not considered to
be members of an underrepresented student group (FAC, Rule 6A-6.03019, 1998). In
2002, the reference to race was removed completely (FAC, Rule 6A-6.03019, 2002).
This regulation is frequently referred to as Plan B (FAC, Rule 6A-6.03019, 2002).
The current verbiage is:
“(b) The student is a member of an under-represented group and meets the
criteria specified in an approved school district plan for increasing the
participation of under-represented groups in programs for gifted students.
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 6
1. For the purpose of this rule, under-represented groups are defined as groups:
a. Who are limited English proficient, or
b. Who are from a low socio-economic status family” (FAC, Rule 6A-6.03019,
2002).
This rule gives the Florida Department of Education the authority to approve
district plans for increasing the inclusion of students from the named underrepresented
groups. Approved plans must include specific goals for increasing inclusion of
underrepresented students, a description of referral and screening procedures, and a list of
measurement instruments to be used. Districts, therefore, have the autonomy to choose
from a broad array of assessments and procedures for the purpose of implementing Plan
B (FAC, Rule 6A-6.03019, 2002).
The purpose of this study was to determine which of Florida’s 67 school districts
showed the most equitable representation and identify which assessments and procedures
under Plan B were best achieving the goal of including more students from
underrepresented groups in their gifted programs.
Significance of the Study
The significance of this research was to identify procedures and assessments that
promote equitable participation of gifted students from traditionally underrepresented
subgroups, specifically students who are categorized as Limited English Proficient or
who come from a family of Low Socio-Economic Status. Florida school districts that
demonstrated equitable representation were selected for this survey. By broadening the
demographic base of the gifted student population, more students will gain the support
and services to which they are entitled. Gifted students who have access to challenging
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 7
and rigorous learning opportunities thrive in the customary K-12 experience and in post-
secondary ventures, as well (NAGC, 2017).
Additionally, most current statistical reporting that is available to the public does
not parse the demographics within the categories of Limited English Proficient or Low
Socio-Economic Status, but by ethnic groups. It is, therefore, somewhat difficult to
measure and monitor the success of Plan B.
Rationale for the Study
It would be virtually impossible to calculate the number of students who are
gifted but have not been identified as gifted. Although one may find anecdotal evidence
of students who have not been identified as gifted, there is no empirical way to measure
this. In an effort to find an aspect of the problem that could be measured and potentially
facilitate a meaningful result, this researcher chose to study the reported statistics of the
67 school districts in Florida to discover which methods of gifted assessment produced
the most equitable results for students from traditionally underrepresented groups,
namely that the percentages of gifted students from the identified underrepresented
subgroups would mirror the percentages of the identified groups in the district population
as a whole. Then, the methods of the districts with the most equitable distributions could
be studied and shared as best practices.
Purpose of the Study
The purpose of the study was to learn which assessment instruments for
identifying giftedness in students from underrepresented populations were producing the
most equitable results in Florida school districts. Specifically, as defined in the Plan B
provision (Florida Administrative Code, Rule 6A-A.03019, Section b, 1991), these
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 8
students have Limited English Proficiency or come from a Low Socioeconomic Status
family. By comparing the percentage of these two groups as they are represented in the
individual districts’ gifted programs to the percentage of these two groups as they are
represented in the individual districts as a whole, the methods that produced the most
equitable results were identified. Results are to be disseminated to the districts in an
effort to share best practices.
Research Questions
1) Which measurement instruments and procedures for assessing giftedness being
used by the Florida school districts show the most equitable representation of
students who belong to an underrepresented group, as defined in Plan B?
2) How can school districts support teachers in identifying students who are
potentially gifted for nomination for Plan B assessment?
Assumptions
For the purpose of this study, certain assumptions were accepted. First, it was
assumed that all 67 Florida school districts have a gifted services program. It was
assumed that all districts have specialized personnel who manage these programs and
would be able to answer survey questions. It was assumed that demographic data
regarding student groups and subgroups would be readily accessible online through state
or district websites. It was assumed that demographic data reported at the district level
and the state level was reported accurately and consistently. It was also assumed that
survey participants would be honest and forthcoming about their district’s Plan B
procedures.
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 9
Definitions
In an effort to ensure the consistency of language in the reporting and analysis of data,
the following defined terms were used throughout the study.
Assessments. This term refers to any measurement instrument used by any
Florida school district in an effort to identify students for participation in their respective
gifted programs. These may include, but are not limited to, standard intelligence or
academic proficiency tests, non-verbal assessments, portfolio submissions, and indicator
checklists.
Equitable Representation. This term represented a difference of no more than
20% in the percentages of each subgroup in the specified population. For example, if a
district’s FRL population is 40% and the percentage of FRL students in the Gifted
program is 20%, it was considered an equitable representation.
Gifted. As found in the Florida Department of State Administrative Code, Rule
6A-6.03019 is “One who has superior intellectual development and is capable of high
performance.” This includes those students who have “ability or potential in specific
areas of leadership, motivation, academic performance, and creativity” (Florida
Administrative Code, 2017).
Gifted Education Administrators. This term refers to members of the district level
gifted education departments, as found on each district’s website. Depending on the
information available on these websites, this may have included gifted education
department directors, facilitators, coaches, or specialists. When the gifted education
department did not have their own webpage, the Exceptional Student Education staff
were selected and may have included ESE directors, facilitators, coaches or specialists.
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 10
Gifted Education Evaluators. This term refers to those district employees who
may be administering gifted assessments to students nominated to the gifted programs.
This group was primarily composed of school psychologists who may have operated at
the district or school level.
Limited English Proficient (LEP). This term signifies any student who is
currently participating in an ‘English for Speakers of Other Languages’ (ESOL) program
or an ‘English Language Learner’ (ELL) program. The terms LEP, ELL and ESOL may
be used interchangeably, and for the purposes of this study, were considered equivalent.
For the purpose of clarity and delineation, LEP was be the preferred acronym.
Low Socio-Economic Status (LSES). This benchmark is determined annually by
the USDA, Food and Nutrition Service, as reported by the Federal Register (2017) and is
often considered equivalent to the term established for those who qualify for ‘Free or
Reduced Lunch’ (FRL). For the purposes of this study, the terms LSES and FRL may
have been used interchangeably and are considered equivalent. For the purpose of clarity
and delineation, FRL was the preferred acronym.
Representation Differential. This term will represent the difference between the
percentage of a subgroup’s representation with the total enrollment and the subgroup’s
representation within the Gifted population. For example, if a district’s LEP population
is 20% and the percentage of LEP students in the Gifted program is 15%, then the
differential is 5%.
Representation Gap. This term represented the total difference between one
subgroup’s overrepresentation and another’s underrepresentation. For example, if one
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 11
subgroup is overrepresented by 10% and another is underrepresented by 5%, then the
representation gap is 15%.
School Districts. This term represented the brick-and-mortar school districts that
are delineated by the 67 geographical counties within the state. Although some databases
include additional school districts, they are specialty districts, defined for unrelated
purposes and were not included in this study.
Organization of the Dissertation
Data was collected from the Florida Department of Education, Bureau of
Exceptional Education and Students Services, ESE Policies and Procedures (SP&P)
database found within the Florida Department of Education’s website. Each school
district is responsible for reporting their policies and procedures for their respective
Exceptional Student Education departments. Under Part V Appendices, Appendix C is
entitled: District Plan to Increase the Participation of Underrepresented Students in the
Program for Students who are Gifted. Within this page, districts report enrollment data,
including the number of Limited English Proficient students and those from Low Socio-
Economic Status families who are identified as Gifted.
Based on this data, 28 districts show equitable representation in either LEP or
FRL gifted enrollment categories, or both. A Survey Monkey survey was sent to the
designated Gifted education administrator or evaluator at each of these school districts.
The identity of the respondents was masked via Survey Monkey’s anonymity protocols.
The survey consisted of both quantitative and qualitative questions regarding the
procedures and measurement instruments for identifying gifted students.
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 12
Once the data was collected, data will be analyzed and coded (Yin, 2016).
Themes and additional coding were determined as the data was reviewed.
The measurement instruments and procedures that have produced the most
equitable results are to be compiled as a handbook of best practices to be shared with
districts. This information is also to be offered to the Florida Department of Education
Bureau of Exceptional Education and Student Services.
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 13
CHAPTER II
LITERATURE REVIEW
Historical Background
As explained by Dr. Donna Y. Ford and Dr. J. John Harris III, in their book,
Multicultural Gifted Education (1999), the discussion of equitable multicultural education
for gifted students begins with Brown v. Board of Education (1954). This landmark case
“is the foundation upon which all subsequent developments ensuring the legal rights of
the disenfranchised rest” (Ford & Harris, 1999, p. 16).
The focus on equality continued through the 1960s, as President Lyndon B.
Johnson and his administration waged a War on Poverty in an effort to create the Great
Society, in which poverty would be eliminated and all Americans would enjoy economic
and educational opportunities. The Civil Rights Act of 1964 and the accompanying
Economic Opportunity Act of 1964 were intended to level a playing field for those
citizens facing a pervasive discrimination that prevented them from accessing fair wages
and adequate education (US History, 2017). In 1965, Head Start awarded its first grants
to give students from low socio-economic neighborhoods access to learning opportunities
so that they would be ready for mainstream public school (National Head Start
Association, 2018). Although Johnson’s equality programs commenced with good
intentions, the Vietnam War was costly and his social programs suffered (US History,
2017).
Ford and Harris (1999) describe a shift in policy during the 1970s. They explain
that while education reform was focused on the disenfranchised, opponents felt that the
rights and needs of the majority were not given equal attention.
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 14
This complaint then influenced reforms that followed. Ford and Harris (1999)
cite three misconceptions that negatively impacted efforts to offer equal educational
opportunities to minority students and those from low socio-economic status families.
First, high test scores seem to have more importance than quality experiences. Second,
common core curriculums do not allow for cultural and socio-economic differences; the
words ‘common’ and ‘different’ are antonyms. Third, “In attempting to be democratic,
reformers have ignored the importance of group differences (e.g., gender, race, socio-
economic status) as general guidelines from which to educate children, especially racially
and culturally diverse youth (Ford & Harris, 1999, p. 17).
These reforms were focused on helping these students function in the mainstream
public classroom at grade level. The legislative discussion had not yet addressed the
underprivileged, underrepresented gifted and talented student (Ford & Harris, 1999). As
described in Chapter I of this document, the Elementary and Secondary Education Act
(1965) was amended in 1988 to include specific language to ensure that gifted and
talented students who come from disadvantaged situations were identified and included
in programs for the gifted (Elementary and Secondary Education Act, 1988). In 2017,
that verbiage was made even more specific and the law now focuses on students who are
“economically disadvantaged individuals, [and] individuals who are English learners”
(Every Student Succeeds Act, 2017).
While it is too soon to gauge the effects of the most recent adaptation, it is logical
to next review the inclusion of the underrepresented students since 1988.
Underrepresented Students in Gifted Education Today
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 15
Most collected data on the emerging concept of greater inclusion of the
underrepresented in gifted education is parsed by ethnic group: White, Black, and
Hispanic. It is important to note that Black is not necessarily indicative of LSES.
Sociologist Robert Ross cites data from the 2011 Census Bureau report entitled Income,
Poverty, and Health Insurance Coverage in the United States, and explains that
“The white poverty rate does run much lower than the black rate, just under
10 percent, one-third of the black rate. But the white poor outnumber the black
poor considerably, 19 to 7.8 million. White people make up 42 percent of
America’s poor, black people about 28 percent…Of the 20 million people who
live in extreme poverty [less than 50% of poverty level income], about 42 percent
are white, 27 percent black” (Ross, 2012).
Additionally, even though Spanish speakers account for 77% of English
Language Learner students in the 2014-2015 school year (NCES, 2017), it cannot be
assumed that all students who identify themselves as Hispanic are simultaneously LEP.
The available data will nonetheless support the general idea that underrepresentation is
still an issue in gifted education (Grissom & Redding, 2016).
For example, African American students are most notably underrepresented in
Gifted Education. In 2012, Jordan, Bain, McCallum and Bell introduced their study,
Comparing Gifted and Nongifted African American and Euro-American Students on
Cognitive and Academic Variables Using Local Norms, with the following statistics:
“According to U.S. Department of Education figures from 2006, although 55% of
the entire population of public school students was Euro-American, 67% of gifted
students were Euro-American. Alternatively, 17% of the entire school population
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 16
was African American, but only 9% of gifted students were African American
(U.S. Department of Education, 2008).
An examination of additional reporting from the National Center for Educational
Statistics (2017), the data warehouse for the US Department of Education, showed
similar results. Beginning in 2006, the NCES began reporting the number and
percentages of students enrolled in gifted and talented programs, parsed by gender and
ethnicity. This figure was not updated annually, but reported again in 2007, 2008, and
2015 (NCES, 2006, 2007, 2008, & 2015). This represented the gifted enrollment in
2002, 2004, 2006, and 2011, respectively. These figures were compared with the overall
student enrollment and the percentages of enrollment based on ethnic group from the
same years (NCES, 2004, 2006, 2008, & 2015). It was clear that the pattern of the
underrepresentation of Black and Hispanic students in gifted programs, although
improving slightly, had continued as seen in Table 1.
Table 1.
Differential in Ethnic Representation in Gifted Programs in United States
Total Enrollment Data: (NCES 2004, 2006, 2008, 2015)
Gifted Enrollment Data: (NCES 2006, 2007, 2008, 2015)
While White students were over-represented by a range of 9% to 13%, Black
students were underrepresented by 7% to 9% and Hispanic students were
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 17
underrepresented by 5% to 7%. Figure 1 depicts the representation gap of almost 20%
between Black and White students, and an average of 16% between White and Hispanic
students.
Figure 1.
Comparison of Differential in Representation in Gifted Programs in the US
Total Enrollment Data: (NCES 2004, 2006, 2008, 2015)
Gifted Enrollment Data: (NCES 2006, 2007, 2008, 2015)
Narrowing the Gap in the State of Florida
An analysis of data with the same parameters in the State of Florida shows
somewhat different, yet still significantly disproportionate findings. Figure 2 shows that
the White subgroup was overrepresented by 11% to 14% and the Black subgroup was
-20
-10
0
10
20
30
40
50
60
70
80
% of Total Enrollment
% of Gifted Enrollment
Diff ±
% of Total Enrollment
% of Gifted Enrollment
Diff ±
% of Total Enrollment
% of Gifted Enrollment
Diff ±
White Black Hispanic
2002
2004
2006
2011
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 18
severely underrepresented at approximately 14% across all years surveyed. The Hispanic
subgroup representation seemed to be the most equitable, with differential percentages
hovering just 1 2% below the overall representation figures.
Figure 2.
Representation Gap in Gifted Programs in the State of Florida
Total Enrollment Data: (NCES 2004, 2006, 2008, 2013)
Gifted Enrollment Data: (NCES 2006, 2007, 2008, 2015)
In an effort to balance the underrepresentation in gifted program, the State of
Florida implemented the Florida Administrative Code, Rule 6A-A.03019 (2002), Section
b (Plan B), which specifically focuses on LEP (Limited English Proficient) students and
FRL students (those who qualify for Free and Reduced Lunch). However, most of the
current statistical reporting that is available to the public does not parse the demographics
within these same categories, but by ethnic groups. It was, therefore, somewhat difficult
to measure and monitor the success of Plan B.
-20
-15
-10
-5
0
5
10
15
20
White Black Hispanic
2002
2004
2006
2011
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 19
The Florida Department of Education (FLDOE) has created a variety of
publications, technical assistance papers and other resources for the benefit of all gifted
students, and their parents and teachers (FLDOE, 2017). The FLDOE’s requirements for
the approval of districtwide gifted programs are specified, but the creation of districtwide
gifted programs does not appear to be mandated. However, an initial survey of the
individual districts appeared to report that while all Florida school districts have a gifted
education policy, not all implement a Plan B model (FLDOE, Department of Exceptional
Education and Student Services, 2017).
History of the Plan B Regulation. Regulation 6A-6.03019 was first introduced
to the Florida Administrative Code in 1977 (Florida Department of State, 1988). It states
that a student shall be deemed Gifted and is therefore eligible to participate in a gifted
program, if he or she scores two or more standard deviations above average on a
standardized intelligence test. Neither race nor any other demographic designation is
stipulated (Florida Department of State, 1988).
In 1991, the regulation was amended to include the first iteration of the Plan B
verbiage. It stated that a student who was a member of an underrepresented group and
who met the criteria specified by the district in a plan that was approved by the state,
could be included in the Gifted program. Underrepresented was defined as a student 1)
whose race or ethnicity is other than white non-Hispanic, 2) who has limited English
proficiency or 3) is from a low socio-economic status family (Florida Department of
State, 1997). This change was presumably in response to the 1988 amendment to the
federal Elementary and Secondary Education Act that focused on the identification and
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 20
inclusion of disadvantaged students in gifted programs (Elementary and Secondary
Education Act, 1988).
In 1998, the regulation was further amended to expand the definition of
‘underrepresented.’ In addition to excluding White non-Hispanic students, those of
Asian/Pacific Islander ethnicity were also deemed ineligible for the Plan B path into the
gifted programs (Florida Department of State, 1998).
In 2002, the current version of the Plan B regulation was established. All racial or
ethnic criteria were removed so that the Plan B option is available only to students with
limited English proficiency or who come from a low socio-economic status family. This
was in direct response to a lawsuit, Miller, et al. v. State of Florida, the State of Florida
Department of Education, and Charlie Crist, Commissioner of Education (2002), that
alleged that the racial component of the regulation was indicative of unconstitutional
racial discrimination. Mrs. Miller’s son had been nominated for Gifted assessment, but
his score did not qualify him for placement under Plan A. As he is a White non-Hispanic
student, he did not qualify for placement in the Gifted program under the Plan B
regulation. The plaintiff alleged that her son was a victim of discrimination because of
his race. The lawsuit was initiated first against the Miami-Dade Public Schools and
Superintendent Merritt Steirheim, and as it progressed through the system, finally named
the State of Florida, the Florida Department of Education and Charlie Crist,
Commissioner of Education as the Defendants. A settlement was reached on March 8,
2002. In addition to a reimbursement of the Plaintiff’s legal fees, the Defendants agreed
to adopt “a race-neutral gifted rule” (Miller, et al. v. State of Florida, the State of Florida
Department of Education, and Charlie Crist, Commissioner of Education, 2002).
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 21
Assessing Giftedness in Underrepresented Student Populations
Traditionally, school districts and other testing authorities have relied upon
standard intelligence tests to assess students for giftedness (Ford, 2013). Recently,
however, leaders in the field of gifted education have been advising that school districts
use a more flexible approach and use a combination of assessment measures so that more
underrepresented students will have access to services and enrichment opportunities
(Ford, 2013).
In 2008, the National Association for Gifted Children released a position
statement entitled “The Role of Assessments in The Identification of Gifted Students”
(NAGC, 2008). Rather than relying on one standardized test, they believe that
“Identification of gifted and talented students should not be based on a single
assessment. Rather, multiple pieces of evidence should be collected that measure
different constructs and characteristics aligned to the gifted program’s definition,
goals, and objectives (Callahan, Tomlinson, & Pizzat, 1993), ideally including a
variety of format types (e.g., paper-and-pencil; performance assessment).
Multiple pieces of psychometrically sound data obtained from a variety of sources
result in a more comprehensive and thus, more accurate picture of the student on
which to base selection” (NAGC, 2008).
The position statement also enumerates their recommendations for alternative
instruments that can be used for determining entrance into a gifted program to ensure that
all students are assessed fairly, including those from underrepresented subgroups. In
addition to traditional standardized tests, these instruments may include performance
assessments, such as portfolios of student work, and ratings scales used for observations
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 22
of a student’s work-related behaviors and interviews with teachers and parents (NAGC,
2008).
Dr. Donna Y. Ford, a leader in the field of inclusive gifted education, advocates
the use of the Naglieri Non-Verbal Ability Test (2003) and Raven's Matrix Analogies
Tests (2003). Both of these assessments measure the cognitive processes of the student,
rather than acquired knowledge. As a result, students from underrepresented subgroups
score better on these tests and are included in gifted programs more often (Ford &
Grantham, 2003).
School districts may choose from a broad variety of measurement instruments to
identify gifted students and promote inclusion of underrepresented students (FAC, Rule
6A-A.03019, Section b, 2002). As Florida has the second most diverse student
population in the United States, the state has a unique opportunity to become a leader in
gifted education equity (New York Times, 2011.)
Summary
More than five decades have passed since the United States government
acknowledged the underrepresentation of minority students in Gifted programs in public
schools. Educational equity legislation dates back as early as Brown v. Board of
Education (1954). Despite the landmark Civil Rights Act of 1964 and the
implementation of the Head Start program in 1965, non-White students continue to lag
behind their White peers academically. Challenging, high level scholastic opportunities
are easily accessed by White students, while these same pathways are statistically and
chronically blocked for their counterparts of color. While the State of Florida has
specific legislative policies to promote equity, the progress has been slow. This study
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 23
aimed to assist Florida school districts in implementing more effective procedures for
more balanced participation of traditionally underrepresented student groups in Gifted
programs.
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 24
CHAPTER III
METHODOLOGY
Introduction
Although federal and state legislators have recognized the disparities in the
representation of students who are cultural minorities or those who belong to low
socioeconomic status families in gifted education programs around the country,
significant inequities still exist (NCES, 2015). The representation gap is significant
across the United States as well as the State of Florida. Although Florida legislation and
Florida Department of Education policies encourage school districts to decrease this gap,
the variance continues to be substantial (NCES, 2015). This study surveyed the 28
Florida school districts that have demonstrated the most equitable representation based on
the results documented in this chapter and attempted to ascertain which assessment
methods and procedures are producing these outcomes.
Philosophical Perspective. After more than a decade teaching in Florida public
schools, this researcher has become increasingly aware of disparities and inequities in the
placement of students in Gifted programs and advanced classes. The researcher has
personally known many students who demonstrate exceptional skills, aptitudes and
talents that may have deserved a place in Gifted or accelerated programs, but were not
afforded that opportunity because they did not ‘fit in the box.’ This prompted the
researcher to learn more about Florida’s Plan B provision for increasing inclusion for
underrepresented students in Gifted programs. Not convinced that the code yet serves as
many students as it could, the researcher was motivated to discover which methods and
procedures were producing the most equitable results. Sharing these best practices is the
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 25
researcher’s first step in working to facilitate increasing equity for underrepresented
student groups.
Purpose
The purpose of this study was to identify the best practices within the Plan B
procedures and assessments used by Florida school districts in order to identify gifted
students from traditionally underrepresented sub-groups. Specifically, these students are
English Language Learners and those from low Socio-Economic status families. This
study was intended to answer the following research questions:
Research Questions
1) Which measurement instruments and procedures for assessing giftedness being
used by the Florida school districts show the most equitable representation of
students who belong to an underrepresented group, as defined in Plan B?
2) How can school districts support teachers in identifying students who are
potentially gifted for nomination for Plan B assessment?
Setting of the Study
The setting of the study was the 28 Florida districts who have reported equitable
representation of LEP and/or FRL students in their respective Gifted programs. A six
question survey was sent to Gifted education administrators and evaluators at each school
district. The identity of respondents was anonymous. The selected participants may have
answered any, all, or none of the questions. Respondents may have chosen to identify the
size of their district based on enrollment.
The 28 Florida districts were identified by an analysis of data found in the Florida
Department of Education, Bureau of Exceptional Education and Student Services,
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 26
Policies and Procedures (SP&P) database. This information belongs to the public domain
and is accessible via the internet to any interested party.
Description of Population
The surveyed population included designated representatives of the gifted
education program for each of the 28 Florida school districts that have demonstrated
success in equitable representation of LEP and/or FRL students in their Gifted programs.
Gifted education administrators or evaluators, or other designated representative, as
applicable within each district, were invited to participate.
Selection of the population. First, data was collected from the Bureau of
Exceptional Education and Student Services database (BEESS), found within the Florida
Department of Education website. Within this database, each Florida school district
reports their ESE Policies and Procedures. Under Part V. Appendices, Appendix C is
entitled District Plan to Increase the Participation of Underrepresented Students in the
Program for Students who are Gifted. The data used in this study reflects the 2016-2019
reporting period.
Appendix C compares the total student enrollment to the total number of Gifted
students. It then compares the total number of Limited English Proficient students with
the number of LEP students in the Gifted program. It also compares the total number of
students from Low Socio-Economic Status families to the number of LSES (or FRL)
students in the Gifted program.
The data for each school district was then transferred to an excel spreadsheet for
further comparison. The Representation Differential was calculated for each category,
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 27
LEP and FRL, for each district. The districts with a Differential of 20% or less were
selected for the survey.
Table 2.
Florida School Districts with Representation Differential of 20% or Less of LEP Students
in Gifted Programs
Florida Department of Education. (2018).
School
District
Representation
Differential
LEP
Number Percent Number Percent
1 Gadsden 5629 81 426 7.57% 9 11.11% -3.54%
2 St. Johns 40450 3440 736 1.82% 14 0.41% 1.41%
3 Hernando 23755 684 703 2.96% 8 1.17% 1.79%
4 Clay 38859 2408 971 2.50% 10 0.42% 2.08%
5 Alachua 33768 5478 803 2.38% 9 0.16% 2.21%
6 Leon 35321 1444 1046 2.96% 8 0.55% 2.41%
7 Pasco 86770 4641 6614 7.62% 166 3.58% 4.05%
8 Brevard 73052 5691 3254 4.45% 23 0.40% 4.05%
9 Duval 126388 5483 6762 5.35% 30 0.55% 4.80%
10 Lake 41489 654 2923 7.05% 13 1.99% 5.06%
11 Volusia 62937 3392 4065 6.46% 34 1.00% 5.46%
12 Seminole 65508 5660 5401 8.24% 146 2.58% 5.67%
13 Marion 42747 2357 3035 7.10% 10 0.42% 6.68%
14 Pinellas 103779 7022 7912 7.62% 48 0.68% 6.94%
15 Monroe 8629 315 1074 12.45% 7 2.22% 10.22%
16 Lee 94440 5993 10629 11.25% 21 0.35% 10.90%
17 Broward 272023 12209 43495 15.99% 337 2.76% 13.23%
18 Hillsborough 219614 18030 35150 16.01% 416 2.31% 13.70%
19 Polk 94448 5113 13953 14.77% 44 0.86% 13.91%
20 Palm Beach 194331 10868 31618 16.27% 135 1.24% 15.03%
21 Orange 200637 13481 38819 19.35% 312 2.31% 17.03%
22 Mia-Dade 356086 39362 72264 20.29% 899 2.28% 18.01%
23 Collier 45998 3005 8905 19.36% 35 1.16% 18.19%
LEP
Enrolled
Gifted
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 28
Table 2 shows the calculated data for the 23 Florida school districts that reported
the smallest representation differential for LEP students in their respective Gifted
programs. The districts are listed by smallest to largest representation differential, of
20% or less.
Table 3 shows the calculated data for the 13 Florida school districts that reported
the smallest representation differential for FRL students in their respective Gifted
programs. The districts are listed by smallest to largest representation differential of 20%
or less.
Table 3.
Florida School Districts with Representation Differential of 20% or Less of FRL Students
in Gifted Programs
Florida Department of Education. (2018).
School
District
Total
Enrolled
Total
Gifted
Representation
Differential
FRL
Number Percent Number Percent
1 Gadsden 5629 81 3618 64.27% 81 100.00% -35.73%
2 Martin 19727 833 1090 5.53% 135 16.21% -10.68%
3 St. Johns 40450 3440 7663 18.94% 414 12.03% 6.91%
4 Clay 38859 2408 16316 41.99% 828 34.39% 7.60%
5 Collier 45998 3005 26907 58.50% 1464 48.72% 9.78%
6 Osceola 70630 2342 38181 54.06% 1022 43.64% 10.42%
7 Hernando 23755 684 14616 61.53% 346 50.58% 10.94%
8 Pasco 86770 4641 28317 32.63% 987 21.27% 11.37%
9 Bradford 3211 105 1927 60.01% 51 48.57% 11.44%
10 Suwannee 6021 209 2535 42.10% 55 26.32% 15.79%
11 Bay 28426 634 15511 54.57% 243 38.33% 16.24%
12 Mia-Dade 356086 39362 251914 70.75% 21182 53.81% 16.93%
13 Brevard 73052 5691 35985 49.26% 1838 32.30% 16.96%
FRL
Enrolled
Gifted
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 29
Of the 36 districts that showed a differential of 20% or less, eight appeared in
both categories. They are: Brevard, Clay, Collier, Gadsden, Hernando, Miami-Dade,
Pasco and St. Johns. Therefore, a total of 28 districts were selected to be invited to
participate in this research. (Appendix A)
Some districts were excluded from the selection process. Seventeen school
districts were excluded because data was not reported in the BEESS database. Districts
that reported less than five Gifted students in a category (LEP or FRL) were also
excluded from selection for that category.
Research Design
This design of this study was embedded action research (Leedy & Ormond,
2016). Although some preliminary quantitative data was compiled, both quantitative and
qualitative data will be gathered in a synchronous fashion. As explained by Leedy and
Ormond (2016), the research was primarily quantitative, with qualitative data included as
a supplement.
The central component of the research included a researcher-created survey
presented to the Gifted education administrator or evaluator of each district or their
designee. The survey was a combination of qualitative and quantitative questions.
(Appendix E).
These questions were presented via the online survey format, Survey Monkey.
The identity of the gifted education representative remained anonymous and the IP
addresses were masked to the researcher.
Rationale for Design
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 30
A study of the methods used by the selected 28 Florida county school districts to
implement their Plan B steps for inclusion of underrepresented groups in their gifted
programs may assist other school districts in achieving greater equity in their Gifted
enrollment. This will potentially serve underrepresented students across the state by
expanding access to advanced academic opportunities throughout the public school
districts. This information may also be helpful in creating an informational document for
both school districts and the Florida Department of Education.
Procedure
First, the researcher identified the Gifted education administrators and evaluators
at the District level and obtained a valid email address. This was primarily found at the
District’s website. When the identity of a Gifted specialist was not found online, the
researcher called the District office to ascertain who would be the most appropriate
recipient. A sample of the phone script can be found in Appendix B.
An online Survey Monkey survey was created with six questions (Appendix E).
It was estimated to require approximately 6 minutes or less to complete. The first two
questions asked the participant which procedures and assessments are commonly used to
determine Giftedness in Plan B students. These questions were multiple-choice, with the
ability to select all that apply and to include any explanatory notes. The next two
questions allowed for open-ended response. The respondents were asked how the district
assists classroom teachers in identifying potential giftedness in their students. They were
also asked for advice or suggestions on how other districts can also achieve equitable
results. Finally, respondents were asked to identify the size of their district based on
student enrollment and to identify their role in the process. As this relates to the districts’
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 31
identity, these questions were labeled as optional. However, the size ranges are broad
enough that identification of a specific district based on that one characteristic is highly
unlikely.
The responses were collected from Survey Monkey and compiled in an Excel
spreadsheet. The data was categorized and analyzed, for patterns and coding. Based on
the participants’ responses, a handbook of best practices is to be compiled. This
handbook is to be offered to school districts across Florida, as well as the Bureau of
Exceptional Education and Student Services within the Florida Department of Education.
Data Collection
Data was collected from Survey Monkey survey responses and transferred to an
Excel spreadsheet. Analysis was guided by quantity and quality of the data. All digital
data was saved on a password protected flash drive.
Ethical Considerations
The identity of the district designees who choose to respond remained anonymous.
SurveyMonkey.com allows researchers to suppress the delivery of IP addresses during
the downloading of data, and in this study no IP address was delivered to the researcher.
All data received from the survey was saved on a password-encrypted flash drive that
will be kept in a locked cabinet in the researcher’s office. Data will be destroyed after
five years.
All invitees were informed of the voluntary nature of their potential participation.
All respondents were assured of their anonymity, both personally and as a district
representative. Informed consent was specified prior to the invitees accessing the survey
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 32
(Appendix C). Respondents were able to exit the survey at any time and to answer as
many or as few questions as they chose.
Risks and Benefits
Risks to participants were extremely low. If at any time, the respondent became
stressed or felt uncomfortable for any reason, he or she may have exited out of the survey
and the data would have been destroyed. There was no penalty for exiting the survey.
The researcher had no direct contact with district representatives after the initial
invitation, with the exception of four who initiated contact with the researcher with
questions or comments. The anonymity of the respondents was assured. There were no
direct benefits for the respondents, other than knowing that they contributed to a study
that aims to expand academic opportunities for students from underrepresented
demographic subgroups. However, respondents were able to request a copy of the
handbook once competed.
Confidentiality and Anonymity
After the initial invitation to participate, respondents’ identities and the identity of
the district they represent were completely anonymous. The Survey Monkey protocols
allowed the researcher to mask IP addresses and the researcher did have access to
identifying information.
Quality of Data
Data obtained via survey from voluntary district participants was to be deemed
reliable. It was assumed that the participant chose to assist and offered the most reliable
information they possess. Their identity and the identity of their district was to be
completely anonymous, thereby hopefully promoting an atmosphere of openness.
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 33
Data Analysis
Based on the responses received, the methods and practices of those districts
whose gifted population is most equitably represented by their district demographics
were closely analyzed for themes and coding (Yin, 2016).
The examination of all data was expected to demonstrate which types of Plan B
processes are most effective. Descriptive statistics such as mean, median, and mode will
be calculated using the tools in Survey Monkey. As a final project, the researcher will
create a concise and practical handbook outlining research based best practices for
inclusive gifted populations to be shared with districts, schools and the Florida
Department of Education.
Limitations and Delimitations
Limitations included the participation of the individual districts in the qualitative
survey. While the selected 28 Florida school districts were invited to participate, they
may have declined to participate or may not have completed all parts of the survey.
Additionally, not all Florida school districts reported Plan B data in the Bureau of
Exceptional Education and Student Services database. Therefore, these districts were not
included in the selection process. Qualitative data may have also been limited by the
participants’ personal bias or willingness to complete the survey or answer all questions.
Delimitations were the exclusion of other subgroups within student data. The
study did not parse the data based on race, gender or age. Additionally, students with
other exceptionalities were not be included. Inclusion of these groups would have
rendered the study too broad. These groups would be best served in a separate study.
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 34
Also, the study focused on public schools and did not include online, charter or private
schools.
Summary
In an effort to better serve the gifted students from underrepresented subgroups, a
variety of legislative policies are been enacted, federally and locally. While the State of
Florida has empowered the Florida Department of Education to create policies and
procedures for the inclusion of these unidentified gifted students, the individual districts
choose which measurement instruments they will use. The purpose of this study was to
determine which measurement instruments produce the most equitable results for
traditionally underrepresented students.
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 35
CHAPTER IV
RESULTS
Introduction
The purpose of this study was to identify the best practices within the Plan B
procedures and assessments used by Florida school districts in order to identify gifted
students from traditionally underrepresented sub-groups. Specifically, these students are
English Language Learners and those from low Socio-Economic status families. Data
was collected from the Bureau of Exceptional Education and Student Services database,
found within the Florida Department of Education website (Florida Department of
Education, 2018). A review of the reported statistics from each of the 67 traditional
Florida school districts identified 28 districts with equitable representation within 20% or
less (Appendix A). Gifted education representatives from these 28 districts were invited
to participate in the online survey.
Participant Demographics. Gifted education administrators and evaluators were
the targeted invitees. Email addresses were primarily obtained from the district websites,
openly available to the public. Two districts were contacted by phone to request
corresponding email addresses (Appendix B). One district required a completed paper
application to obtain approval before invitees could respond.
Eighty four Gifted education administrators and 68 Gifted evaluators were
contacted, for a total of 152 invitees. Thirty two of those invitees chose to participate in
the online survey, via the Survey Monkey™ interface. Informed consent was specified in
the invitation email and the invitee signified his or her consent to participate by
intentionally clicking on the link in the invitation. Of the 32 participants, 17 identified
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 36
themselves as Gifted education administrators and 12 identified themselves as Gifted
evaluators. Three respondents skipped this question.
Thirty one of the 32 respondents identified the size of their respective school
district by overall student enrollment. The mid-size districts had the highest
participation, with 19 of the respondents representing districts with enrollment between
10,001 and 100,000 students. Districts with 10,000 students or less had three
respondents, while nine participants represented districts with more than 100,000 students
(Figure 6).
Data Collection Timeline. One hundred and forty five survey invitees were
initially contacted via email through the Survey Monkey™ survey interface on November
6, 2018. After obtaining additional email addresses, the invitation was sent again on
December 2, 2018 to an additional seven potential participants. Concurrently, on
December 2, 2018, a reminder email was sent to 117 invitees who had not yet responded.
Three invitations were bounced back, most likely because they were no longer
valid email addresses and two invitees opted out. One district employee emailed the
researcher and explained her district’s required approval process. These instructions
were followed but an approval was not received by the researcher prior to the survey
closing date of December 10, 2018. One invitee emailed the researcher and explained
that she and her colleagues could not access the survey. An alternative web link within
Survey Monkey™ was created and sent to this district representative.
In total, 32 responses were received. Twenty three responses were received
between November 6, 2018 and November 20, 2018. An additional nine responses were
received between December 2, 2018 and December 10, 2018.
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 37
Summary of Analyses
Thirty two invitees responded and 29 identified his or her role in the Gifted
student identification process. Of those who chose to identify his or her role, 17
respondents (58% percent) were Gifted education administrators while 12 respondents
(41% percent) were Gifted education evaluators. This establishes a degree of balance of
both roles, allowing a reasonably comprehensive image of the prevalent themes (Figure
7).
Most respondents cited the classroom teacher as the primary source of
nominations for assessment (Figure 3). The Gifted Indicator Checklist, or similar item, is
the most widely used method of assessment, often in addition to other more traditional
tests (Figure 4). Most of the districts that responded rely upon in-school Professional
Development to help teachers to recognize Gifted behaviors in the classroom (Figure 5).
When asked for advice as to how to achieve a higher level of equitable representation of
Plan B students, most respondents recommended the use of a universal screener,
administered in second or third grade. Many also recommended additional training for
classroom teachers to recognize gifted behaviors (Table 4).
In reviewing the aggregate survey data, it is important to note that respondents
were encouraged to select ‘all that apply.’ Total responses may therefore exceed the
number of participants.
Results for Research Question One
Which measurement instruments and procedures for assessing giftedness being used by
the Florida school districts show the most equitable representation of students who
belong to an underrepresented group, as defined in Plan B?
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 38
Survey Question One. The primary source of nominations for assessment for Plan B
students is (check all that apply):
a) Parents
b) Classroom Teachers
c) Standardized Tests
d) Other
Of the 29 respondents that answered survey question one, 24 cited classroom
teachers as the primary source of nominations for assessment for Plan B students.
Standardized tests were selected by 13 respondents and parents were named by ten
respondents. Additionally, seven participants chose ‘other’ and referred to an unnamed
screener, with three respondents specifying the Naglieri Non-Verbal Abilities Test.
These seven responses were added to the total of number standardized test responses in
Figure 3. One respondent referenced an In-School Success Team that managed student
referrals to the Gifted program.
Figure 3.
Primary Source of Nominations for Potentially Gifted Students via Plan B
Primary Source of Nominations
Parents Classroom Teachers Standardized Tests Other
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 39
Survey Question Two. The primary method of assessment for Plan B
students is (check all that apply)
a) Kaufman Brief Intelligence Test (KBIT2)
b) Naglieri Non -Verbal Abilities Test (NNAT)
c) Raven’s Progressive Matrices (RPM)
d) Gifted Indicators Checklist
e) Portfolio of Student Work
f) Other (please describe)
Figure 4.
Primary Method of Assessment for Potentially Gifted Plan B Students
Twenty seven participants answered this question. Twenty two selected the
Gifted Indicators Checklist as the primary method of assessment. The Kaufman Brief
WISC
Teacher
RIAS
Portfolio
OLSAT
NNAT
KBIT
KABC II
IQ Test (unnamed)
Gifted Indicator Checklist
DAS II
CTONI
Creativity
CogAt
Achievement Tests
Academic Performance/Grades
0 5 10 15 20 25 30 35
Primary Method of Assessment for Potentially Gifted Plan B Students
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 40
Intelligence Test (KBIT2) was chosen by 15 respondents. The Naglieri Non-Verbal
Abilities Test (NNAT) and a Portfolio of student work were each chosen six times.
Twenty three of the 27 respondents chose ‘other’ and elaborated by naming numerous
other assessment vehicles, with the Gifted Indicator Checklist as the most cited.
Responses that were duplicated from the answer choices ‘a’ through ‘e’ were
added to the totals represented in Figure 4. Responses that were similar in nature (ex.,
Gifted Indicators Checklist, Gifted Rating Scale and HOPE Scale Gifted Checklist) were
added to the same category. Figure 4 also lists all other assessments named by
respondents. A list of these additional assessments with complete names and brief
descriptions can be found in Appendix F.
Results for Research Question Two
How can school districts support teachers in identifying students who are potentially
gifted for nomination for Plan B assessment?
Survey question three. How does your district help teachers identify gifted
behaviors in the classroom (check all that apply)
a. In-School Professional Development
b. Online Courses
c. Webinar
d. Other
Twenty six of 28 respondents chose In-School Professional Development as the
primary method of helping teachers identify gifted behaviors in the classroom. Online
courses were chosen by eight respondents and two participants chose Webinars. Eleven
participants chose ‘other’ and in addition to citing district led workshops and professional
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 41
development, three wrote that the Gifted teachers assisted the classroom teachers. Two
others referenced a rating scale and a screener. Three other respondents stated that there
was no support for the classroom teachers in this regard. Figure 5 represents all
responses to survey question three.
Figure 5.
Methods of Supporting Teachers in Identifying Gifted Behaviors
Survey question four. Based on your district’s success in equitable
representation for underrepresented Plan B students, what suggestions or advice
would you have for other school districts?
Coding of responses. More than half of the respondents recommended a
universal school-wide screening.
“Start universal screening and use multiple screening tools.”
Methods of Helping Teachers Identify Gifted Behaviors in Classrooms
In-School Professional Development Online Courses
Webinar District PD & Workshops
Gifted Teachers None
Rating Scale Screener
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 42
“Universal screening is essential to give every student the chance to show the
skills.”
“Our district wide screener is very successful as well.”
One respondent also specified that one of the benefits of a school-wide screening
is that “parent and teacher requests don't catch everyone.” Additionally, a “district wide
nonverbal screener [can be used] in addition to screening checklist.” Another respondent
supported the use of a screener, although his or her district does not yet use one. “We are
looking to revamp our policy currently. We believe a universal screening is needed.”
Several responses specified that the screener should be administered in
elementary school.
“Adopt a universal screening system to administer to all students in every
elementary school, instead of relying solely on parental request.”
“The best practice is to screen all students in Kindergarten or 1st grade.”
Both the Cognitive Abilities Test and the Naglieri Non-Verbal Abilities Test were
mentioned, as they were in responses for survey question two.
“I think moving to a grade-specific, school-wide group administered standardized
assessment would be a better approach. Something like the CogAT and/or Nagliari.”
An equal number of respondents suggested targeted professional development and
“educating teachers on gifted characteristics.”
“Teacher training is key-recognizing talent in students beyond just a test score.”
“Training to teachers on gifted characteristics for underrepresented learners.”
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 43
Furthermore, several respondents specifically stated that the training should focus
on the characteristics of a non-traditional Gifted student, implying that the Plan B student
may exhibit his or her giftedness in a unique or atypical manner.
Districts can offer “PD around what is gifted and how can it look in all students,
not just our typical type A gifted.”
“Also target training on non traditional gifted characteristics.”
“Educating the teachers in the gifted characteristics of underrepresented students.”
“My advice would be to look at each student on an individual basis, across the
curriculum. Districts need to train their staff on what a Plan B kid might look like in the
educational setting, so that referrals for further testing can happen.”
One participant also noted that the use of checklists required training and should
“take into account whether the person filling out the checklist has been trained, user bias,
personal feelings or opinions about the student.”
The need for all stakeholders, in and out of school, to be involved was similarly
advised.
“PD around what is gifted and how can it look in all students, not just our typical
type A gifted. Increased knowledge in all stakeholders including teachers, parents, and
administrators.
“Provide more awareness activities for teachers, school counselors and for school
psychologists.”
Table 4.
Major Themes and Sub-Themes Identified in Suggestions for Increasing Equitable
Representation of Plan B Students
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 44
_______________________________________________________________________
Major Theme 1
________________________________________________________________________
Universal Screener
Administered in Elementary School
Cognitive Abilities Test and Naglieri Non-Verbal Abilities Test
________________________________________________________________________
Major Theme 2
________________________________________________________________________
Professional Development
Non-traditional Gifted Characteristics
All Stakeholders
________________________________________________________________________
Demographic Questions. These questions were included in order to get a general
picture of the sample group, and still maintain the anonymity of the respondents.
Although they were specifically labeled as optional, most participants answered the
following two questions.
Survey Question Five. Please identify the size of your district based on student
enrollment (optional)
a. Less than 10,000
b. 10,001 to 100,000
c. 100,001 or Higher
Figure 6 illustrates that three respondents identified his or her district as having
less than 10,000 students enrolled. Nineteen participants described his or her district’s
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 45
enrollment as between 10,001 and 100,000. Nine respondents wrote that his or her
district has more than 100,001 enrolled students. One participant declined to answer.
Figure 6.
Student Enrollment of Districts Participating in the Study
Survey Question Six. Please identify your role in this process (optional):
a. Gifted Education Administrator
b. Gifted Education Evaluator
Figure 7.
Roles of Participants in Study
0
2
4
6
8
10
12
14
16
18
20
Less than 10,000 Between 10,001 and
100,000
More than 100,001 Declined to Respond
District Size based on Student Enrollement
0
10
20
Administrator Evaluator Declined to Respond
Roles of Study Participants
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 46
Seventeen Gifted Education Administrators participated in the study, along with
12 Gifted Education Evaluators. Three participants declined to identify themselves.
Summary of Results
Of the 152 Gifted Education professionals that were invited to participate in this
study, 32 chose to respond. Although more administrators than evaluators completed the
survey, both perspectives are amply represented. The mid-size school districts
contributed the most replies, while small and large school districts were also represented.
Two themes are consistently illustrated throughout both the quantitative and
qualitative responses. First, most of the participants recognize the value of a universal
non-verbal school-wide screener as a required element for equitable representation.
Second, the importance of the classroom teacher is an ever-present entity in this process.
These themes and additional perspectives will be analyzed in Chapter V.
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 47
CHAPTER V
CONCLUSIONS
Introduction
The purpose of this study was to identify the nomination procedures and testing
instruments that produce the most equitable representation of traditionally
underrepresented students in the Gifted programs in Florida’s public school districts.
Specifically, as defined in the Plan B provision (Florida Administrative Code, Rule 6A-
A.03019, Section b, 2002), these students have Limited English Proficiency or come
from a Low Socioeconomic Status family. Although the FAC code specifies which
students qualify for non-traditional assessment methods, each district may choose from a
broad array of nomination procedures and testing instruments, subject to a final approval
by the State of Florida Department of Education (Florida Administrative Code, Rule 6A-
A.03019, Section b, 2002).
A review of the district level statistical data found in the Bureau of Exceptional
Education and Student Services database, within the FLDOE website, revealed 28 Florida
public school districts that demonstrated equitable representation of traditionally
underrepresented students in Gifted programs, within a 20% differential, as explained
under Definitions in Chapter I of this document (Florida Department of Education, 2018).
One hundred and fifty two Gifted Education Administrators and Evaluators representing
the selected 28 Florida school Districts (Appendix A) were invited to participate in this
study. They each received, via email, a request to participate in an online survey, created
on SurveyMonkey.com. Informed consent was clearly delineated prior to entering the
survey and anonymity was assured by the researcher and through Survey Monkey
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 48
protocols. Thirty two Gifted Education professionals chose to contribute their expertise
to this research.
Summary of Results
Research question one asks: Which measurement instruments and procedures for
assessing giftedness being used by the Florida school districts show the most equitable
representation of students who belong to an underrepresented group, as defined in Plan
B?
According to the responses for survey question one, classroom teachers are the
clear leader in the nomination process, followed closely by standardized tests or
screeners. Parents are nominating their students; however, this answer was chosen at
approximately half the frequency of the others (Figure 3).
Gifted Indicator Checklists and other similar documents were the frontrunner for
assessment methods, chosen 32 times in survey question two. The KBIT II was chosen
18 times, followed by the NNAT and Portfolios of student work (Figure 4). Other
assessments were listed under ‘other’ at a frequency of less than ten selections. These are
described in Appendix F.
Research question two asks: How can school districts support teachers in
identifying students who are potentially gifted for nomination for Plan B assessment?
In-School Professional Development was the most widely chosen approach to
supporting classroom teachers in recognizing potentially gifted students, selected 26
times. Online courses were chosen next but at a much lower rate of only eight times.
District workshop and professional development were also included along with working
directly with Gifted teachers (Figure 5).
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 49
Twenty seven participants offered advice on how districts can increase their
representation of Plan B students in Gifted programs. A universal screener, administered
in the early grades, was cited the most, at 12 times. At almost the same frequency, 11
times, teacher training and awareness were recommended. Other suggestions were
included but none with any significant frequency (Table 4).
Discussion of Results
While the initial focus of this research was directed at testing instruments and
procedures, it appears that the human element is equally important to an equitable process
for students to gain access to Gifted programs through the Plan B guidelines. The
reliance on teachers for nominations for Gifted assessment and for the completion of
Gifted Indicator Checklists puts the everyday classroom educator at the center of this
research.
However, most of the academic research focuses on the assessment vehicle and
enrichment opportunities offered to potential Plan B students, also referred to as
Culturally and Linguistically Different (CLD) students. The role of the teacher is
acknowledged but very little is said after that. For example, a position paper written by
the National Association for Gifted Children entitled, Identifying and Serving Culturally
and Linguistically Diverse Gifted Students, states “In order to meet the needs of CLD
students, a change in how educators view these students must occur.” (NAGC, 2011).
Yet, the paper continues without any further mention of how to facilitate that change as it
directly pertains to the teacher. In 2014, the NAGC published another position paper,
Preparing All Pre-Service Teachers to Work Effectively with Gifted Learners. This one-
page paper discusses the need for teacher preparation programs to include “coursework
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 50
for all their teacher candidates on the nature and needs of gifted and talented students.
(NAGC, 2014).
Although no further guidance is offered in that paper, the NAGC initiated a pilot
program in Tennessee called Giftedness Knows No Boundaries, reported in April 2018
(Sparks, 2018). This is a micro-credentialing program for teachers in training to
recognize and work with potentially gifted students and is “the first formal certification in
the country focused on educating academically advanced but underserved students.
(Sparks, 2018). The article in EdWeek reports that if the pilot goes well, the NAGC
hopes to expand the program to other states (Sparks, 2018).
Some resources for training teachers on how to identify potentially gifted students
from minority sub-groups can be found online. Teachers First.com has an easy-to-read
checklist of identifying behaviors (Teachers First, 2019). In addition to another
behaviors checklist, AdvancementCourses.com offers training modules available for a fee
(Advancement Courses, 2016). Generally, though, the researcher had difficulty finding
any substantive methods for classroom teachers to recognize giftedness in traditionally
under-represented student groups. If the NAGC’s pilot program is successful, perhaps
more emphasis will be placed on the crucial role of the classroom teacher.
The importance of the front-line educator should not draw attention away from
the value of the universal non-verbal screener. The Naglieri Non-Verbal Test (NNAT)
was the most frequently cited by survey participants. Respondents repeatedly
recommended the use of this type of screener in the early grades, usually kindergarten
through second grade. The NNAT and other screeners, such as the Cognitive Abilities
Test, were also cited as assessments.
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 51
Teacher training was named as the most effective way to support teachers in
identifying potentially gifted students in their classrooms. In-school professional
development was cited most often, followed by online courses and district-led
workshops.
Educating the educators was also one of the most recurrent suggestions for
equitable representation in other districts. Several respondents were quite specific:
“PD around what is gifted and how can it look in all students, not just our typical
type A gifted.”
“Provide training/support in recognizing gifted characteristics in all students,
including SWD
“Utilize a normed referenced gifted identifier/checklist instead of relying on a
gifted characteristic checklist that does not take into account whether the person filling
out the checklist has been trained, user bias, personal feelings or opinions about the
student.
“Also target training on non-traditional gifted characteristics
“Districts need to train their staff on what a Plan B kid might look like in the
educational setting
Principals who push teachers to identify and take the [Gifted] endorsement seem
to correlate with schools that have higher representation and more endorsed teachers.”
“Teacher training is key-recognizing talent in students beyond just a test score.”
“Training to teachers on gifted characteristics for underrepresented learners
It is noteworthy that many of these comments acknowledge that Plan B students,
those who are ‘outside the box,’ may demonstrate giftedness in untraditional ways. This,
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 52
presumably, was the original impetus for the addition of Plan B to the Florida
Administrative Code.
Of the 32 respondents, 17, or 53%, identified themselves as Gifted education
administrators and 12, or 37%, as Gifted education evaluators. Three, or 10%, declined
to respond. This allows for a reasonably balanced perspective, within 16%, between the
two roles.
Figure 8.
Representation of School Districts in Study by Enrollment
Florida Department of Education. (2018).
The representation of small, mid-size, and large school districts in the survey
shows a lesser degree of balanced representation, especially in the over-representation of
the larger school districts. Figure 8 shows a comparison of the distribution of the three
size categories in all of Florida’s 67 school districts, the 28 districts selected for the
survey, and the 31 participants who responded to this question. The representation of the
mid-size districts was consistent with their prevalence in both the state at large and within
0
10
20
30
40
50
60
70
All Florida School Districts Districts Selected for Survey Identified by Respondents
Representation of Districts
Based on Student Enrollment
Expressed in Percentages
Less than 10,000 10,001 - 100,000 100,001 or more
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 53
the districts selected for the survey. Small districts were not represented at the same rate
as they are in the state overall but represented commensurately within the survey. The
larger districts, while represented fairly in the survey, had an over-presentation of
respondents. As larger districts may tend to operate differently from the smaller districts,
it is difficult to surmise what effect, if any, this may have had on the survey results.
Implications for Practice
The two most prevalent themes realized from this research are the need for a
universal screener administered in the early grades, and improved training and support
for classroom teachers for identifying potentially gifted students who meet Plan B
criteria.
Although not all respondents specified which screener they prefer, participants
consistently recognized the value of a universal screener designed for elementary level
students. Standardized tests or screeners were identified by 68.9% of the participants
who answered survey question one as the primary source of nomination. When asked for
suggestions for success in survey question four, almost half of the comments were
recommendations for the use of an early grades screener. Additionally, even though
survey question two focused on assessments for giftedness, screeners such as the Naglieri
Non-Verbal Abilities Test and the Cognitive Abilities Test were most notably selected.
Overall, the use of universal abilities screeners is perceived by these district
representatives to be an important tool for identifying potentially gifted Plan B students.
The impact of the classroom teacher was repeatedly acknowledged throughout the
survey results. Classroom teachers were overwhelmingly (82.76%) selected as the
primary source of nominations for Plan B students. Nominations from the teacher were
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 54
named by 24 out of 29 participants, even more frequently than the screening instruments.
Moreover, professional development to support these teachers was the most cited way to
support them in the challenge to identify and nominate potentially gifted students from
under-represented groups. In-school Professional Development was selected by 26 out of
28 respondents (92.86%) as the most prevalent method of assisting teachers with this
task. It must be noted, however, that increased knowledge and awareness for all
stakeholders of the characteristics of the traditionally under-represented gifted student
was also consistently recommended as a means by which other districts could achieve
more equitable representation of Plan B students in Gifted programs.
In addition to the results of this survey, there is recent research that confirms the
value of a universal screening process. Card and Guiliano (2015) reported on the
improvement in equitable representation in gifted enrollment in a large Florida district
when a universal screener had been implemented. McBee, Peters and Miller (2016)
conducted a statistical analysis of how universal screening for giftedness can positively
impact the representation of traditionally under-represented students by broadening the
nomination process (McBee, et.al., 2016). A 2018 study conducted at the Thomas B
Fordham Institute entitled, “Is There a Gifted Gap?” found that while gifted programs
were found with relatively equal frequency at high-poverty schools and low-poverty
schools, enrollment in those programs was significantly higher at low-poverty schools.
Their first recommendation for school districts is to implement universal screeners
(Fordham Institute, 2018). These proposals are supported by the National Association for
Gifted Children (NAGC, 2018).
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 55
However, some research cautions that the non-verbal screener should not be used
as a comprehensive tool. In 2013, Giessman, Gambrell and Stebbins compared the
NNAT II to the Cognitive Abilities Test 6 and confirmed that while the results for
underrepresented students were comparable, they should not be used solely without
“other adjustments to selection protocol.” Additionally, they cautioned that:
This study raises doubts about the claims of at least one nonverbal test that it can
better identify students from underrepresented groups for gifted services.
Districts should not assume that one instrument will be a panacea and, instead,
might consider using nonverbal ability tests as one tool in a wider approach to
identifying and serving students in these groups. (Giessman, et.al, 2013).
In 2016, Carman, Walther, and Bartsch researched the use of the Cognitive
Abilities Test (CogAT) and the effect of specific demographics on the final results of this
screener. They found that the specific demographics of a selected group of students can
directly impact the validity of the scores (Carman, et.al, 2016). Considering the broad
diversity found in Florida school districts, this may have a significant influence.
As is sometimes seen in contemporary education, United States policymakers try
to place an objective, numeric value on a subjective, human experience by relying on
standardized testing for quantified data. For example, the Washington Post cited the
2015 research by the Council of the Great City Schools (www.cgcs.org) which found that
A typical student takes 112 mandated standardized tests between pre-kindergarten
classes and 12th gradeBy contrast, most countries that outperform the United States on
international exams test students three times during their school careers.” (Layton, 2015).
Interestingly, the Council of the Great City Schools membership includes seven Florida
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 56
school districts, all of which were invited to participate in this study: Broward, Duval,
Hillsborough, Miami-Dade, Orange, Pinellas and Palm Beach (Council of the Great City
Schools, 2019). In parallel, teacher performance has also been translated into a
quantified paradigm. Steinberg and Kraft (2017) cite the passage of the Every Student
Succeeds Act (2015) as the recent focused redesigning of teacher evaluation models.
Their study suggests that designers of these evaluation systems may not be aware of the
intricacies of each component and how delicate the overall balance can affect evaluations
and in turn, student achievement (Steinberg & Kraft, 2017).
Therefore, while some instructional leaders seem to favor an increasing push for
digital data and automated delivery, the contribution of the classroom teacher remains a
significant factor. How can district administrators and school principals continue to
support these teachers without adding one more task to their already overflowing plates?
Ongoing professional development is the mainstay of successful educators, but
perhaps the professional development itself must be vetted. It should be obtained from
Gifted Education experts such as the National Association for Gifted Children (nagc.org),
the Neag Center at the University of Connecticut (gifted.uconn.edu), or The Institute for
Educational Advancement (educationaladvancement.org). In order to broaden the scope
of nominations, educators need to broaden their perception of giftedness.
Nonetheless, any pupil learns best by doing. Experienced Gifted Education
teachers, those who have recognized giftedness in underrepresented student groups are in
the best position to work with classroom teachers and assist them in recognizing the
talents that may be outside the box yet right under his or her nose.
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 57
As referenced in Chapter I, the National Association of Gifted Children estimates
that approximately six to ten percent of K-12 students are gifted, regardless of race,
ethnicity, socio-economic status or first language. Yet, non-white student subgroups are
historically under-represented in Gifted programs both nationally (Table 1) and in the
State of Florida (Figure 2). More specifically, only 28 of 67 Florida school districts
reported Plan B enrollment within a 20% differential (Tables 2 & 3). Therefore, a
majority of Florida school districts (39) report a Plan B enrollment with a greater than
20% differential. It should be noted that the researcher had originally intended to survey
Florida school districts with an even lower differential, but that sample would have been
too small for a representative analysis. Based on the NAGC estimates, a significant
number of gifted students are not being identified. Experienced, well-trained teachers
would likely improve this situation.
Limitations
There are several limitations to the results of this study. Although 152 gifted
education professionals were invited to participate, only 32, or 21% chose to respond.
Therefore, the actual sample size was smaller than anticipated. This may be at least
partially attributed to the fact that the survey was sent during the winter holiday season
on November 6, 2018 and again on December 2, 2018. Generally, school districts and
their employees are often busy with holiday events and there are a significant number of
days when district offices are closed. Also, although every effort was made by the
researcher to remain unbiased, the researcher had prior knowledge and opinions of the
Plan B protocols, which could have possibly influenced the final analysis or
recommendations.
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 58
Other limitations may have included the organization and wording of the survey
questions. Specifically, in Survey question one, the researcher used the term
‘standardized test’, which was meant to include all screeners. Several respondents chose
‘other’ for this question and then specified ‘screener’ in general or ‘NNAT’ in particular.
This may have artificially inflated the number of times an answer was chosen.
Additionally, the types of measurement tools used for nomination versus assessment
could have been more clearly described as several respondents listed instruments usually
used for screening, as assessments for giftedness. Some respondents may not have
understood that they could choose ‘all that apply’ because there were several occasions
when answers were written as ‘other’ even though they were offered in the original
answer choices. Again, this may have artificially inflated the final results.
Recommendations for Future Research
As the Plan B protocol focuses solely on students who are either Limited English
Proficient or a member of a low Socio-Economic Status family, it might be interesting to
compare the level of equitable representation in Gifted programs by Race or Gender, and
then compare those numbers against the Plan B data.
This survey targeted Gifted Education Administrators and Evaluators but did not
include the perspectives of the classroom teachers. The opinions and perceptions of those
who work directly with Gifted students, regardless of the path to acceptance into these
programs, could be most enlightening. How do classroom teachers see Giftedness?
Additionally, interviews with the parents of Limited English Proficient students
and those from Low Socio-Economic Status families would also offer a unique
perspective. What are their views or opinions of the application of Plan B? Are most
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 59
parents even aware of the Plan B protocol and the potential opportunities for their
children?
Another way to analyze this data might be to consider the specific demographics
of each individual district and how they may affect sub-group representation in Gifted
programs. For example, do districts with a lower percentage of FRL or LEP students
have a higher or lower representation differential than other districts?
While the Plan B regulation is specific as to what should be included in the
district plan, it does not specify how each component is to be implemented. For example,
it requires the district to name the referral, screening, or assessment instrument, but does
not specify which instruments are recommended, or may or may not be used.
Presumably, this is done at the state level, but it appears to allow the districts an
extremely broad breadth of flexibility. How are the district-proposed plans monitored
and evaluated for final approval? Are recommendations for preferred screening or
assessment instruments offered by the state?
Historical Plan B data, as it may be available, would also be of interest.
Considering the evolution of the Plan B regulation as described in Chapter 2, it may be
relevant to explore how the demographic data may have shifted as a result of the changes
through the years. For example, between the years of 1991 and 2002, the regulation
specified that students who were not white non-Hispanic, and later Asian/Pacific
Islander, were eligible for Plan B placement into Gifted programs. Was there a more
equitable representation of Black students during those years? Additionally, it has been
17 years since the Plan B verbiage was amended. Leaders in the field of Gifted
education, such as Dr. Donna Y. Ford (2013), Dr. Joseph Renzulli (2019), and the
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 60
National Association for Gifted Children (2019, 2011, 2008), all agree that flexible and
varies assessment procedures facilitate a more inclusive Gifted student environment that
better serves the Culturally and Linguistically Different student. Is it not time to review
the regulation again? What would happen if any student could qualify for Plan B? What
if Plan B became Plan A? How many more potentially Gifted students would be served?
Summary
The purpose of this study was to identify best practices for equitable
representation for potentially gifted students from historically underrepresented
demographic sub-groups in Florida public school districts, under the Florida
Administrative Code, Rule 6A-A.03019, also known as Plan B (Florida Administrative
Code, Rule 6A-A.03019, Section b, 2002). After a review of the data reported by
Florida’s 67 public school districts, 28 districts were found to have equitable
representation within a 20% differential (see Definitions, Chapter I). One hundred and
fifty two Gifted Education Administrators and Evaluators were invited to participate in an
online survey, via the Survey Monkey.com™ interface. Thirty two education
professionals responded.
While there were many different suggestions and opinions expressed, two primary
themes emerged. The respondents strongly recommended the use of a non-verbal
screener, such as the NNAT or CogAT, to be administered in the early grades. Perhaps
more importantly, the interaction of the classroom teacher was represented as invaluable
to an equitable process.
The researcher will be compiling a Best Practices Handbook, highlighting the
final results of this research, to be shared with the Florida Department of Education and
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 61
interested school districts. Similar to Appendix F, this will also include an investigation
of the different screeners and assessments cited by respondents. Additionally, sources for
high quality professional development for teachers and other education professionals will
be included.
One of the sacred duties of an educator is to seek, find and nurture the special
talents that each unique child possesses. Gifted children are in every school, every
neighborhood, every classroom. The right teacher supported by a well-designed system
will find them all.
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 62
References
Advancement Courses (2019) Continuing education courses for teachers. Retrieved
from https://www.advancementcourses.com/courses/?subject=Gifted&Talented
Advancement Courses (2016). How to identify gifted students in your classroom.
Retrieved from https://www.advancementcourses.com/blog/how-to-identify-
gifted
Allen, J. K. (2017). Exploring the Role Teacher Perceptions Play in the
Underrepresentation of Culturally and Linguistically Diverse Students in Gifted
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BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 63
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BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 64
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BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 65
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BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 66
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BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 67
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BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 68
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BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 69
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BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 70
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BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 71
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BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 72
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BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 73
Appendix A
Selected Florida School Districts to be Invited to Participate in Survey
1 Alachua 15 Marion
2 Bay 16 Martin
3 Bradford 17 Mia-Dade
4 Brevard 18 Monroe
5 Broward 19 Orange
6 Clay 20 Osceola
7 Collier 21 Palm Beach
8 Duval 22 Pasco
9 Gadsden 23 Pinellas
10 Hernando 24 Polk
11 Hillsborough 25 Seminole
12 Lake 26 St. Johns
13 Lee 27 Suwannee
14 Leon 28 Volusia
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 74
Appendix B
Sample Phone Call to District (as applicable)
Good morning/afternoon,
My name is Robin Rothman and I am a Doctoral student in the Ross College of
Education at Lynn University in Boca Raton, Florida.
I am calling today to verify the email address of the coordinator of your district’s
gifted program. I am researching best practices in Florida’s Plan B implementation and
your district has one of the highest levels of equity for underrepresented students.
I would like to invite a designee from your district to participate in a brief online
survey about the procedures and assessments that your district has used to help create this
level of equity. The survey will be completely anonymous; neither the identity of the
respondent or his/her respective district will be revealed.
May I have the email address of the appropriate person?
Thank you very much for your time and assistance.
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 75
Appendix C
Informed Consent
Invitees were apprised of the following before choosing to participate in the
survey:
By clicking on the link leading to the survey, respondents agree to participate in
this survey. Respondents acknowledge that participation is voluntary and that the survey
is completely anonymous. There are minimal risks, such as possible stress from
answering questions regarding school issues. At any time, participants can exit the
survey and choose not to participate. If participants choose to exit the survey, there will
be no penalty and any related data will be destroyed. There are no benefits; however,
participants may enjoy answering questions regarding their work. By participating in the
study, respondents will be benefiting research in the area of increasing equitable
representation in Florida’s Gifted programs for underrepresented students.
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 76
Appendix D
Cover letter to Survey Invitees
Good day, Gifted Education Specialist,
My name is Robin N. Rothman and I am a Doctoral student in the Ross College
of Education at Lynn University in Boca Raton, Florida. I am asking for your assistance
in completing my dissertation.
Based on the reporting found in the Florida Department of Education, Bureau of
Exceptional Education and Student Services database, your District has one of the highest
levels of equitable representation for Plan B Gifted Students, either in the Limited
English Proficient category and/or the Low Socio-Economic Status family category. I
am conducting an investigation into which methods and procedures are producing the
most equitable results in Plan B implementation. This email with the link to the survey
may be forwarded to another district employee if you feel that he/she would be more
knowledgeable in this area.
The link below will take you to a Survey Monkey survey consisting of five
questions. The respondent’s identity as well as his/her IP address will be anonymous and
not known to the researcher. You may answer as many questions as you wish. However,
your detailed responses would be most appreciated. The survey is expected to take
approximately 6 minutes or less to complete.
By clicking on the link, respondents agree to participate in this survey.
Respondents acknowledge that participation is voluntary and that the survey is
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 77
completely anonymous. There are minimal risks, such as possible stress from answering
questions regarding school issues. At any time, participants can exit the survey and
choose not to participate. There are no benefits; however, participants may enjoy
answering questions regarding their work. By participating in the study, you will be
benefiting research in the area of increasing equitable representation in Florida’s Gifted
programs for underrepresented students.
Thank you very much for your assistance in helping me to compile my data and
complete my degree. I hope to create a handbook of best practices for identifying gifted
students from underrepresented groups, which I look forward to sharing.
If you would like to receive a copy of the handbook, or if you have any other
questions or comments, please feel free to contact me at .
Sincerely,
Robin N. Rothman
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 78
Appendix E
Survey Questions
Please review the following informed consent clause before beginning the survey:
By clicking on the link leading to the survey, respondents agree to participate in
this survey. Respondents acknowledge that participation is voluntary and that the survey
is completely anonymous. There are minimal risks, such as possible stress from
answering questions regarding school issues. At any time, participants can exit the
survey and choose not to participate. If participants choose to exit the survey, there will
be no penalty and any related data will be destroyed. There are no benefits; however,
participants may enjoy answering questions regarding their work. By participating in the
study, respondents will be benefiting research in the area of increasing equitable
representation in Florida’s Gifted programs for underrepresented students.
1) The primary source of nominations for assessment for Plan B students is
(check all that apply)
a) Parents b) Classroom Teachers
b) Standardized Tests d) Other (please describe)
2) The primary method of assessment for Plan B students is (check all that
apply)
a) Kaufman Brief Intelligence Test (KBIT2)
b) Naglieri Non Verbal Abilities Test (NNAT)
c) Raven’s Progressive Matrices (RPM)
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 79
d) Gifted Indicators Checklist
e) Portfolio of Student Work
f) Other (please describe)
3) How does your district help teachers identify gifted behaviors in the
classroom?
a) In-School Professional Development
b) Online Courses
c) Webinar
d) Other (please describe)
4) Based on your district’s success in equitable representation for
underrepresented Plan B students, what suggestions or advice would you have
for other school districts?
(open-ended reply)
5) Please identify the size of your district based on student enrollment (optional)
Less than 10,000 10,001 to 100,000 100,001 or Higher
6) Please identify your role in this process (optional)
Gifted Administrator Gifted Evaluator
Thank you for participating. If you would like to receive a copy of the handbook,
or if you have any other questions or comments, please feel free to contact me at
.
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 80
Appendix F
Additional Assessments Cited by Respondents
CogAT. The Cognitive Abilities Test is published by Houghton Mifflin Harcourt. It was
designed by Dr. David F. Lohman and Dr. Joni Larkin. The publisher states that
"CogAT measures three separate domains - Verbal, Nonverbal, and Quantitative
reasoning - to identify strengths and weaknesses missed by other assessments."
Additional information can be found at https://www.hmhco.com/programs/cogat.
Creativity. Although specific creativity tests were not specified by the respondents, the
CAP and TTCT appear to be the most popular. The Creativity Assessment Packet
(CAP) is sometimes called the Williams Creativity test after its author, Frank
Williams. It is offered by Pro-Ed, Inc. who states that "the CAP measures the
cognitive thought factors of fluency, flexibility, elaboration, originality,
vocabulary, and comprehension." Further information can be found at
https://www.proedinc.com/Products/6565/cap-creativity-assessment-packet.aspx.
The Torrance Tests of Creative Thinking (TTCT), created by E. Paul Torrance,
are published by Scholastic Testing Service, Inc. Per STS, Inc "The highly
reliable Torrance Tests of Creative Thinking are the most widely used tests of
their kind since testing only requires the examinee to reflect upon their life
experiences." and recommends its use with multicultural students and special
populations. Additional information can be found at
https://www.ststesting.com/gift.
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 81
CTONI. The Comprehensive Test of Nonverbal Intelligence (CTONI) is offered by
Pearson Education, Inc. It was created by Donald D. Hammill, PhD, Nils A.
Pearson and J. Lee Wiederholt. PearsonClinical.com states that "The CTONI-2 is
a popular norm-referenced test that uses nonverbal formats to measure general
intelligence of children and adults whose performance on traditional tests might
be adversely affected by subtle or overt impairments involving language or motor
abilities." More information can be found at
https://www.pearsonclinical.com/education/products/100000624/comprehensive-
test-of-nonverbal-intelligence-second-edition-ctoni-2-ctoni-2.html#tab-details.
DAS II. The Differential Ability Scales II is also offered by Pearson Education, Inc. It
was created by Dr. Colin D Elliott. Pearson states that "The DASII is a
comprehensive, individually administered, clinical instrument for assessing the
cognitive abilities that are important to learning." Additionally, "The DAS-II is
appropriate for diverse populations as it can predict achievement on the basis of
ability equally well for African American, Asian, Hispanic, and White/Non-
Hispanic children." More information is available at
https://www.pearsonclinical.com/education/products/100000468/differential-
ability-scales-ii-das-ii.html#tab-details.
Gifted Indicator Checklist. While most respondents did not name a specific source for
a Gifted Indicator Checklist, the HOPE Teacher Rating Scale is one of the
checklists referenced by respondents. This instrument is published by Prufrock
Press and was created by Marcia Gentry Ph.D., Scott J. Peters Ph.D., Nielsen
Pereira, Ph.D. and Jason McIntosh. Prufrock states that this scale can be one of
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 82
"multiple measures and multiple pathways crucial for reversing the inequities in
identifying culturally, economically, and linguistically diverse student."
Additional information is available at https://www.prufrock.com/HOPE-Teacher-
Rating-Scale-Manual-Involving-Teachers-in-Equitable-Identification-of-Gifted-
and-Talented-Students-in-K-12-P2525.aspx.
The Gifted Rating Scales (GRS) was recommended by respondents. It was
created by Steven Pfeiffer, PhD., and Tania Jarosewich, PhD. and is published by
Pearson Education, Inc. The description references gifted characteristics in
general; however, suitability for underrepresented student populations is not
specified. More information can be found at
https://www.pearsonclinical.com/psychology/products/100000180/gifted-rating-
scales-grs.html#tab-details
Numerous gifted indicator checklists were easily found online, however, based on
a cursory review by the researcher, not all checklists appear to be designed for
underrepresented student populations. Other online checklists that acknowledge
non-traditional characteristics of giftedness may be found at
https://www.advancementcourses.com/blog/how-to-identify-gifted and
https://www.teachersfirst.com/gifted_spot.cfm
Some Florida school districts have gifted indicator checklists posted on their
websites. Examples of comprehensive and inclusive checklists can be found at
the following addresses.
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 83
Broward County Public Schools
http://www.sbbc-gifted.com/downloads/Gifted_Eligibility_Matrix_Plan_B.pdf
Pinellas County School Board
https://www.pcsb.org/cms/lib/FL01903687/Centricity/domain/176/pcs%20forms/
2-3194.pdf
KABC II. The Kaufman Assessment Battery for Children, Second Edition Normative
Update (KABC-II NU) is presented by Pearson Education, Inc. It was created by
Drs. Alan and Nadeen Kaufman and this version was intentionally updated to
"reflect the changing population of children in the United States." The description
found at PearsonClinical.com goes on to state that "test items contain little
cultural content, so children of diverse backgrounds are assessed more fairly."
More information can be found at
https://www.pearsonclinical.com/psychology/products/100000088/kaufman-
assessment-battery-for-children-second-edition-kabc-
ii.html?origsearchtext=KABC#tab-details.
KBIT. The Kaufman Brief Intelligence Test, Second Edition (KBIT-2) is again authored
by Drs. Alan and Nadeen Kaufman and is available through Pearson Education,
Inc. The KBIT II includes verbal and non-verbal components and
PearsonClinical.com reports that "cultural fairness [is] reflected in norming
procedures and item selection." Further information can be retrieved from
https://www.pearsonclinical.com/psychology/products/100000390/kaufman-brief-
intelligence-test-second-edition-kbit-2.html#tab-details.
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 84
NNAT. The Naglieri Nonverbal Ability Test-Second Edition (NNAT-2) was cited by
respondents numerous times, both as a nomination tool and an assessment for
giftedness. It was created by Dr. Jack A. Naglieri and is published by Pearson
Education, Inc. The NNAT-2 "provides a nonverbal, culturally neutral
assessment of general ability that is ideal for use with a diverse student
population." Additional information can be found at
https://www.pearsonassessments.com/learningassessments/products/100000287/n
aglieri-nonverbal-ability-testsecond-edition-nnat2-nnat-2.html#tab-details
OLSAT. The Otis-Lennon School Ability Test Eighth Edition (OLSAT 8) is published
by Pearson Education, Inc. According to Pearson, the OLSAT 8 has undergone
"specialized statistical procedures and comprehensive review of all test items by
minority-group educators help minimize ethnic, gender, cultural, and regional
bias." More information is available at
https://www.pearsonassessments.com/learningassessments/products/100000003/o
tis-lennon-school-ability-test-eighth-edition-olsat-8-olsat-8.html#tab-details
RIAS. The Reynolds Intellectual Assessment Scales, Second Edition (RIAS-2) created
by Cecil R. Reynolds, PhD., and Randy W. Kamphaus, PhD. is published by
PAR, Inc. The RIAS contains both verbal and non-verbal components. The
RIAS-2 fact sheet states that it is "suitable for both clinical and educational
settings, including school Gifted and Talented programs." However,
underrepresented student populations are not specified. More information can be
found at https://www.parinc.com/Products/Pkey/365
BEST PRACTICES OF FLORIDA’S PLAN B IMPLEMENTATION 85
WISC. The Wechsler Intelligence Scale for Children - Fifth Edition (WISC-V) was
created by David Wechsler and is currently published by Pearson Education, Inc.
It appears that the initial purpose of the WISC was to diagnose learning
disabilities, however, the current version has an updated "normative sample
stratified to match current U.S. census data based on sex, race/ethnicity, parent
education level, and geographic region for each age group" and has been informed
by "special group studies to examine patterns of performance of children from
frequently-tested populations." Additional information can be found at
https://www.pearsonclinical.com/psychology/products/100000771/wechsler-
intelligence-scale-for-childrensupsupfifth-edition--wisc-v.html#tab-details