The OTR Observation & Goal Setting Guide is a thoughtfully designed set of tools created to support brief, formative instructional observation, collaborative reflection, and focused goal setting around Opportunities to Respond (OTR) in structured literacy instruction.

These resources help school leaders and instructional coaches make student responding visible during instruction and use that evidence to support teachers in strengthening Tier 1 practice in K-3 classrooms. The tools are research-informed, grounded in explicit instruction and active student responding. Rather than serving as evaluation instruments, these resources support instructional conversation, shared language, and continuous improvement.

What’s Included:

1. Purpose for Use & Guidance

This brief guide explains how and when to use the tools and clarifies their intent within Tier 1 instruction and MTSS. It establishes a formative, non-evaluative observation stance and provides guidance for using the tools collaboratively. This resource helps ensure the observation and goal-setting process stays focused on instructional support rather than compliance.

2. OTR Observation Tool for K–3 Structured Literacy

The OTR Observation Tool is a paper-and-pencil resource designed for brief, 10-minute classroom observations. It supports leaders in noticing instructional patterns related to:

Frequency and variety of Opportunities to Respond
Balance of whole-group and individual responding
Alignment between response rate and task complexity
Pacing and visibility of student thinking

The tool provides a clear instructional lens for observing structured literacy lessons and gathering objective evidence that supports reflective conversation and instructional refinement.

To strengthen instructional clarity, the observation tool is paired with a K–3 Literacy Explicit Instruction Checklist, which anchors observations in research-aligned practices across word recognition, language comprehension, and writing. The checklist helps observers attend to how instruction is explicitly taught—such as speech-to-print phonics routines, systematic vocabulary instruction, text-based comprehension questioning, and explicit writing instruction—while examining whether students are provided sufficient, meaningful opportunities to respond throughout the lesson.

The OTR Observation Tool was developed through a structured validation process and demonstrated strong interrater reliability, supporting consistent use across observers during brief, 10-minute observations.

3. OTR Goal Setting Guide

The OTR Goal Setting Guide is used following observation to support collaborative reflection and instructional action. It helps teachers and leaders:

Identify one or two targeted instructional adjustments
Set a clear, manageable goal related to Opportunities to Respond
Establish a timeline for implementation
Revisit and refine instruction based on classroom evidence

The guide is designed to keep goal setting practical, focused, and aligned to instructional design rather than performance evaluation.

How the Tools Work Together

Used together, these three resources create a coherent instructional cycle:

The Purpose for Use & Guidance establishes clarity and shared understanding
The OTR Observation Tool helps make student responding visible during instruction
The OTR Goal Setting Guide turns observation evidence into meaningful instructional action

This system supports structured literacy instruction by keeping the focus on teacher-controlled instructional decisions, active student responding, and continuous improvement within Tier 1.

Best Suited For

Principals and assistant principals
Instructional coaches and literacy leaders
MTSS teams focused on strengthening core instruction
Schools seeking shared language around observation, feedback, and goal setting

What’s Included:

1. Purpose for Use & Guidance

2. OTR Observation Tool for K–3 Structured Literacy

The OTR Observation Tool is a paper-and-pencil resource designed for brief, 10-minute classroom observations. It supports leaders in noticing instructional patterns related to:

Frequency and variety of Opportunities to Respond

Balance of whole-group and individual responding

Alignment between response rate and task complexity

Pacing and visibility of student thinking

The tool provides a clear instructional lens for observing structured literacy lessons and gathering objective evidence that supports reflective conversation and instructional refinement.

The OTR Observation Tool was developed through a structured validation process and demonstrated strong interrater reliability, supporting consistent use across observers during brief, 10-minute observations.

3. OTR Goal Setting Guide

How the Tools Work Together

Best Suited For

Explicit Instruction

Working Memory Infographic

K-3 OTR Observation Tool for Walkthroughs & Goal Setting Guide – Structured Literacy

OTR Observation Tool for Walkthroughs & Goal Setting Guide Bundle (K-12 Structured Literacy)