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Establishing the Foundation for Inclusive R&D

Building a strong foundation sets inclusive R&D processes up for success. Foundational activities include building diverse teams, engaging authentically with school communities, and establishing equity-centered practices that guide every stage of the work. These practices ensure that the research, development, and evaluation will be meaningful and relevant. Resources and examples are provided below. Read more about establishing the foundation for inclusive R&D in the Inclusive R&D Report.

Priority Actions to Establish the Foundation for Inclusive R&D

Form Diverse Teams

Ensure the core project team and leadership team reflect the identities of the students being served

Teams with members who share lived experiences with the students being served bring essential cultural knowledge and critical perspectives to R&D work. Intentionally recruit and elevate team members and leaders whose identities reflect your student population, ensuring their voices shape decisions.

Form Diverse Teams

Build interdisciplinary teams that bridge research, development, practice, and community expertise

Effective inclusive R&D requires expertise beyond traditional R&D roles. Build teams that include researchers, developers, practitioners, students, and content experts who have different ways of understanding learning. Individuals with experience across multiple sectors can be valuable in building bridges among expertise areas. This interdisciplinary approach ensures research and products are grounded in both scholarly rigor and classroom realities.

Engage School Communities

Structure school partnerships to ensure full participation from members of the school community who best know and understand the strengths and needs of the students you are aiming to serve

Members of the school community who know students’ strengths and needs bring essential expertise, and partnering with them requires intentional structures that enable their participation. Before any inclusive work can begin, project teams must identify the right school system contacts, secure permissions, and ensure leadership support, particularly from building-level leaders who shape teachers’ time. Create clear pathways for educators, families, and students to engage by compensating them fairly, scheduling meetings at workable times, and hosting meetings in accessible locations (virtually or in person). When these structures are in place, partners can fully contribute their lived and professional expertise to guide decisions and co-create solutions.

Create Equity Practices

Define explicit actions and reflection practices that help you reach your equity goals

Equity can remain vague and aspirational without explicit attention. Articulate clear equity definitions and objectives that teams can work toward and assess progress on. Create structured reflection practices such as team debriefs, equity reviews, and progress check-ins that prompt honest examination of how well your work centers marginalized communities.

Create Equity Practices

Build critical knowledge and awareness of the lived experiences and strengths of students and communities being served

Develop awareness of the strengths, cultural practices, and lived realities of your community. Learn about the systemic inequities the community you are partnering with navigates and the assets they possess. This knowledge foundation mitigates deficit-oriented approaches and centers community brilliance.

Engage School Communities

Invest early in building strong relationships with educators, students, and family members

Strong relationships are the foundation of inclusive R&D. Begin with relationship-building before diving into project work. Learn about individuals’ values, priorities, and expertise. Keep meeting times consistent, and create space for honest conversations that allow people to be themselves. This upfront investment in trust creates the conditions necessary for genuine partnership and shared decision-making.

Establishing the Foundation for Inclusive R&D in Practice

Hear from educators, researchers, and developers about why building a strong foundation for inclusive R&D was important to their work.

Questions to Ask Yourself

How do the decisions we make at early stages of our project impact our ability to do inclusive R&D?

Choices made at the start shape everything that follows. Inclusive R&D begins with intentional early decisions—from team composition to communication and meeting structures to research design—that affect your ability to engage school communities, build authentic relationships, and share power. Consider how your project’s design, team structure, and planning choices create space for collaboration, community engagement, and shared leadership.

How have systems that result in inequities shaped our ability to connect across differences, and how can we respond with intention?

Inequities that exist within larger systems shape how we see, value, and engage with others. Taking time to notice how these forces influence us can open the door to understanding biases and blind spots. We can then approach relationships with more humility, share power intentionally, and strengthen equity-centered collaboration.

How can we create spaces where colleagues from historically marginalized groups lead and thrive?

Equity within teams requires intentional structures that distribute power and recognition. People who have traditionally been in positions of power must make room for the brilliance and experience of their colleagues to shine. Create leadership pathways that are transparent and accessible and provide resources—time, compensation, and mentorship—to support their success. When colleagues from marginalized groups lead, their insights strengthen collaboration and innovation for all.

How can we be more attentive and responsive to the communities we serve so our work reflects their strengths, priorities, and needs?

True responsiveness grows from authentic partnership. Building trust means sharing power — allowing community needs to guide decisions. Reflect on how you gather input, honor lived experience, and adapt your work to amplify the community’s strengths and priorities.

VOICES FROM THE EF+MATH COMMUNITY

“We saw, in year one, a lot of teams try to start their relationships by presenting their agendas or goals, and I think that that didn’t necessarily always land with educators who felt like something was being done to them rather than with them. I saw teams pivot to more of a question-asking approach, where they would go in and say, ‘Tell us about your math program, math priorities, and what it is that you want for your students and teachers,’ and then they would think about how to align what they’re trying to do with what the schools, districts, and teachers are trying to do. That completely changed the nature of the partnerships, and then the teachers were really bought in. They felt like this really was about and for them.”

Jenny Bradbury, Program Advisory Board member

“What this work represents is the importance of bringing all stakeholders to the table, and not just some. And not only bringing them to the table, but being part of the planning and the vision of how we can move forward, not based on a deficit approach, but considering the strengths of educators and what we can build on to get us to the point where we want to be, which is having young mathematicians in our classrooms.”

Arturo Lujan, district partner

“It’s not just about posing questions to students and teachers. It’s really about being vulnerable. It’s about wanting to improve the product, whether or not there is feedback that’s coming from students and teachers that is feedback you don’t want to hear or feedback that you know you have to change, and go with it. In the long run, if you make the commitment to really invest the time and learn and embrace the philosophy of inclusive R&D, it’s really just going to help your product be better. Not just in the market, but in the classrooms, for the teachers, and it is really going to make a huge impact.”

Joann Wang, R&D project team member

“In education, teachers are taught how to create [community- and human-centered] spaces in their classroom. These classrooms mirror what should happen in inclusive R&D: centering every person, hearing every voice, and making sure everybody has entry points …. If we start any team the way we start an ideal classroom, I think inclusive R&D will happen. Talk to the teachers, find out what their values are, and build around them. Inclusive R&D is everything a good classroom is.”

Melynee Naegele, Program Advisory Board member

“I want to share a big thank you. You guys didn’t just take notes of our feedback; you actually went through and made changes based on what we shared. You guys were so open to both positive and negative feedback, and nothing was taken personally …. ‘We’re going to introduce you to this program, but you, the teachers, are the creators as well, because you’re the ones experiencing this.’ You taking that input from us made us feel heard and got us excited to want to do these programs.”

Ernesto Alvarez-Perez, district partner