Lesson Plan
Performance Task and Post Plan
Students will apply self-regulation strategies in a case-based team task, complete a post-assessment to measure growth toward their SMART goal, and plan next steps for high school readiness.
This capstone session reinforces self-evaluation and progress-monitoring skills by having students practice strategies in context, compare results to their baseline, and set actionable next steps, promoting self-regulated learning and readiness.
Audience
8th Grade Middle School Students
Time
45 minutes
Approach
Case task paired with self-assessment and goal planning
Prep
Review and Setup
10 minutes
- Review the Capstone Showcase Slides to familiarize yourself with key talking points and visuals
- Print enough copies of the Case Scenario Performance Task, Transition Readiness Post Survey, and Likert Scale Self-Regulation Rubric
- Arrange students in pre-assigned teams of 3–4
- Queue any multimedia or timer apps you’ll use to keep students on track
- Prepare sentence starters or strategy cue cards for students who need support
- Note MTSS Tier 1: ensure all materials and visuals are accessible to every student (large print, clear fonts, audio options)
Step 1
Review Strategies and SMART Goals
5 minutes
- Project slides 1–3 from the Capstone Showcase Slides summarizing the unit’s key self-regulation strategies
- Ask students to quietly revisit their personal SMART goal from the baseline session
- Think-pair-share: students name their top two strategies and how they used them
- Differentiation: provide strategy cue cards or sentence starters to students who need scaffolding
- MTSS Tier 1: use visual aids and whole-class prompts to support all learners
Step 2
Team Case-Scenario Performance Task
20 minutes
- Distribute the Case Scenario Performance Task to each team
- Instruct teams to read the scenario, identify challenges, and select 2–3 strategies to solve the problem
- Students record their plan, assign roles, and prepare a 2-minute presentation of their solution
- Circulate to monitor group dynamics, prompt strategy use, and offer quick feedback
- Differentiation: group students heterogeneously, allow choice of written or sketched plans, provide a graphic organizer for planning
Step 3
Post-Assessment and Self-Evaluation
8 minutes
- Hand out the Transition Readiness Post Survey and the Likert Scale Self-Regulation Rubric
- Students complete the survey questions and rate their strategy use compared to the baseline rubric scores
- Prompt them to write a one-sentence reflection: “My strategy improved in ___ because ___.”
- Differentiation: allow verbal responses or scribe support for students with writing needs
- MTSS Tier 1: ensure quiet space and clear instructions for independent reflection
Step 4
Update SMART Goals and Plan Next Steps
7 minutes
- Ask students to revisit their SMART goal sheet and mark their current progress
- In pairs, have students share one adjustment or new support they need to reach their goal
- Students record an updated target and two action steps for the next four weeks
- Circulate to confirm goals remain Specific, Measurable, Achievable, Relevant, and Time-bound
- Differentiation: provide a goal template with prompts for students who need structure
Step 5
Celebrate and Exit Ticket
5 minutes
- Invite 2–3 teams to give their 2-minute strategy presentations
- Class offers positive feedback: “I noticed you used… I’d suggest ___ for next time.”
- Exit ticket: on a sticky note, students write one strategy they’ll use this week and drop it on the board
- Reinforce that progress monitoring is ongoing and encourage students to revisit supports
- MTSS Tier 1: celebrate all contributions and ensure every student’s voice is heard
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Slide Deck
Regulation in Action: Capstone Showcase
• 8th Grade Self-Regulation Capstone
• Apply strategies in a team performance task
• Complete a post-assessment and reflection
• Update SMART goals and plan next steps
Welcome everyone! Today we’ll launch our Regulation in Action capstone showcase. Explain that by the end of this session, students will apply strategies they’ve learned, evaluate their growth, and set future goals for high school readiness.
Key Self-Regulation Strategies
• Goal Setting: Define clear, measurable targets
• Self-Monitoring: Track progress and adjust as needed
• Strategic Planning: Choose and sequence actions effectively
• Self-Reflection: Analyze outcomes and learn from experience
Review each strategy briefly. Invite students to recall examples of when they used goal setting, self-monitoring, strategic planning, and self-reflection in previous lessons.
SMART Goal Refresher
Specific • Measurable • Achievable • Relevant • Time-bound
What is your personal SMART goal?
Remind students what a SMART goal looks like. Prompt them to think of their personal SMART goal from the baseline session.
Team Case Scenario Task
- Read the case scenario
- Identify challenges
- Select 2–3 strategies to address the problem
- Draft your team’s solution plan
- Prepare a 2-minute presentation
Walk through the case scenario process. Clarify roles: reader, recorder, strategist, presenter. Emphasize selecting 2-3 strategies to solve the problem.
Post-Assessment & Self-Evaluation
• Complete the Transition Readiness Post Survey
• Use the Self-Regulation Rubric to rate your growth
• Write one-sentence reflection: “My strategy improved in ___ because ___.”
Explain how to complete the post-assessment survey and rate strategy use using the rubric. Model writing the reflection sentence.
Update SMART Goals & Plan Next Steps
- Review and mark your current progress
- Share one adjustment or support needed
- Record an updated target
- List two action steps for the next 4 weeks
Guide students to revisit their SMART goal sheet and update it. Encourage specificity in their next action steps.
Celebrate & Exit Ticket
• Teams give 2-minute strategy presentations
• Class provides positive feedback and suggestions
• Exit Ticket: Write one strategy you’ll use this week on a sticky note and post it
Explain the exit ticket procedure. Remind students that every contribution matters and that ongoing monitoring is key.
Project Guide
Case Scenario Performance Task
Title: Student Council Spring Fundraiser
Context: Your 8th grade Student Council has been assigned to plan and execute a spring fundraiser to support the end-of-year trip. The school administration expects a detailed plan in one week. Funds raised will cover bus rental, tickets, and a celebratory meal.
Characters & Roles:
- Alex (Council President)
- Jordan (Treasurer)
- Taylor (Communications Coordinator)
- Riley (Logistics Manager)
Scenario:
- The principal wants you to raise at least $2,000 in seven days.
- You have ideas—carnival games, bake sale, car wash—but limited time and mixed availability among members.
- Your team must decide:
• Which fundraising activity to choose
• How to allocate budget and time
• How to promote the event quickly - You’ve each set SMART goals in previous sessions. Now you must apply 2–3 self-regulation strategies to solve this real-world challenge under time pressure.
Your Task
- Read the scenario and identify key challenges.
- Select 2–3 self-regulation strategies (e.g., goal setting, time management, self-monitoring, strategic planning, self-reflection) to address those challenges.
- Draft your team’s action plan and assign roles.
- Prepare a 2-minute presentation explaining your solution.
Guiding Questions
• What are the most urgent problems your team faces?
• Which strategies will you use to stay on track and why?
• How will you monitor your progress in the next seven days?
• How will you adapt if something goes off-schedule?
Planning Template
a. Identified Challenge (What is the main issue?):
b. Strategies Selected (List 2–3 strategies and why):
c. Action Steps (Specific tasks, deadlines, and checkpoints):
d. Roles & Responsibilities (Who does what?):
When you finish, practice your presentation and be ready to share how you used self-regulation to make this plan successful!
Quiz
Transition Readiness Post Survey
Rubric
Likert Scale Self-Regulation Rubric
Use this rubric to self-assess your use of key self-regulation strategies. Rate yourself on a scale of 1 (Beginning) to 5 (Exemplary).
| Criterion | 1 – Beginning | 2 – Emerging | 3 – Proficient | 4 – Strong | 5 – Exemplary |
|---|---|---|---|---|---|
| Goal Setting | Does not set clear goals or targets. | Sets goals but they lack specificity or measurability. | Sets specific and measurable goals but with limited action steps. | Sets clear SMART goals with defined action steps and timelines. | Sets highly detailed SMART goals, monitors progress consistently, and adjusts targets proactively. |
| Self-Monitoring | Rarely tracks progress or checks in on goals. | Inconsistently monitors progress and makes minimal adjustments. | Monitors progress occasionally and adjusts strategies when prompted. | Regularly tracks progress and makes timely adjustments to stay on target. | Consistently monitors progress in detail, analyzes data, and proactively refines strategies. |
| Strategic Planning | No clear plan or sequence of steps. | Develops a basic plan but lacks clear steps or deadlines. | Creates a structured plan with some deadlines and checkpoints. | Develops a detailed plan with specific tasks, timelines, and checkpoints. | Crafts a comprehensive plan with contingency strategies, clear roles, and precise deadlines. |
| Self-Reflection | Does not reflect on outcomes or learn from experiences. | Offers minimal reflection with little insight into successes or issues. | Reflects on experiences and identifies some areas for improvement. | Provides insightful reflection, linking outcomes to strategy adjustments. | Delivers deep, critical reflection, articulates successes and challenges, and proposes improvements. |