charter school scale up

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Green Dot Public Schools (GDPS) is the largest and best-funded Charter Management Organization in the state of California serving more than 7000 economically disadvantaged children of color in Los Angeles. The original school, Ánimo Leadership, opened in 2000 and by 2004 the GDPS brand and model was scaled-up to five total sites forming the "Founding Five Schools". The next phase of expansion occurred in 2006 as Green Dot doubled in size when it opened the five "Jefferson Transformation Project" schools in East LA. One year later, the third scale-up phase added another eight schools in Watts known collectively as the "Locke Transformation Project". The GDPS model and brand was finally scaled-up across the nation in 2008 when Green Dot New York opened its doors in the South Bronx. In the context of this rapid scale-up, this case study investigated the phenomenon of the inherent tension between maintaining the fidelity of the original model school's design, culture and values with local adaptation of the brand by stakeholders at the expansion sites. 28 Green Dot stakeholders were interviewed and a co-research team composed of eight members from four different school clusters volunteered to help guide the study as well as analyze and check the validity of the emerging findings and interpretations. Ultimately, this study aimed to assist Green Dot in increasing student achievement by formulating recommended practices that will most effectively assure implementation of its core values and brand at all expansion schools. This case study should be of interest to leaders of Charter Management Organizations planning to scale-up their model and brand to multiple sites.

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Page 1: Charter School Scale Up
Page 2: Charter School Scale Up

Getty Image #: 108359586!

Page 3: Charter School Scale Up

Effective Visual Communication:How to avoid…"

By:!

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PowerPoint: “It’s the most misused technological !innovation since the handgun.” – James Gray !

Eddie Adams © 1968

Page 5: Charter School Scale Up
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New York Times !4-26-10!

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“When we understand that slide, !we’ll have won the war.”!

!-- General Stanley McChrystal!

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Charter School Scale-Up: Managing Fidelity and Adaptation"

By:!

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Charter Schools are currently in operation in 40 states and D.C.

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Charters are poised to scale-up quickly:!

1. Obama’s educational policy shift!

3. Philanthropic pipeline!

2. “Race to the Top”!

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Scale-Up through Branding

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Strategic Issues in CMO Scale-Up

1. Financial

3. Organizational

2. Political

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Key Challenges to CMO Scale-Up

1. Fidelity

2. Teaching

3. Ownership

4. Communication

5. Feedback

6. Resources

7. Political

8. Mindset (McDonald, Klein & Riordan 2009)

Page 14: Charter School Scale Up

Key Challenges to CMO Scale-Up

1. Fidelity

2. Teaching

(McDonald, Klein & Riordan 2009)

Page 15: Charter School Scale Up

Key Challenges to CMO Scale-Up

1. Fidelity

(McDonald, Klein & Riordan 2009)

Page 16: Charter School Scale Up

Fidelity

Fidelity Adaptation

(McDonald, Klein & Riordan 2003, 2004, 2009)

Key Scale-Up Factor

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Fidelity

Fidelity

Adaptation

(McDonald, Klein & Riordan 2003, 2004, 2009)

Key Scale-Up Factor

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Fidelity Adaptation

“Ignore fidelity and what will you take to scale? Ignore adaptation and your design

will crack. This is more than just a challenge. It is a dilemma. It can only be

managed, never resolved.”

(McDonald, Klein & Riordan 2009, p. 19)

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Site Selection: 1. Largest and best funded CMO in CA

2. Poised to scale-up ~8 x in size

3. Green Dot NY

Why Green Dot?

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21

Literature Review

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22

software engineering

chemical engineering

manufacturing international development

public health

medicine

computer science

economics

sociology

social welfare policy

business

management

organizational theory

Page 23: Charter School Scale Up

Scale-up research [in education] is translational research. It is conducted with the explicit objective of informing

practice — which means not only documenting the importance of implementing interventions with integrity,

but documenting the benefits of balancing fidelity of implementation with adaptation to dynamic local

contexts”

(Schneider & McDonald, 2007b, p. 11).

Page 24: Charter School Scale Up

Organizational Life Cycle Theory

(Flamholtz & Randle, 2007a, 2007b)

5. Decline and Revitalization

1. Birth/New Venture

2. Growth/Expansion

3. Maturity/Professionalization

4. Consolidation, Diversification and Integration

Page 25: Charter School Scale Up

Research Methods

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CcAaSsEe SsTtUuDdYy “inquiry that investigates a

contemporary phenomenon within its real-life context, especially when the

boundaries between the phenomenon and context are not

clearly evident”

(Yin, 2009, p. 15)

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CcAaSsEe SsTtUuDdYy

Phenomenon = Tension between fidelity and adaptation

Context = Large CMO Scale-Up

Unit of Analysis = Green Dot Benchmark Exams Program

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28

Green Dot Benchmark

Exams Program

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Benchmark Assessment “mandate”

Modifications at each scale-up school

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This was the focus of the study for two main reasons:

1. It is most closely aligned with student achievement

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35

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This was the focus of the study for two main reasons:

1. It is most closely aligned with student achievement

2. It was the chief problem Green Dot

wanted to study and work on

Page 37: Charter School Scale Up

Co-Research Team

Comprised of two representatives from each cluster

Home Office

Page 38: Charter School Scale Up

Data Collection Methods 1. FIELD NOTES

2. DOCUMENTS 3. IN-DEPTH INTERVIEWS

4. ASYNCHRONOUS ONLINE

FOCUS GROUPS

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Study Credibility & Interpretive Validity

1. Member Checking

2. Peer debriefing

3. Triangulation

4. PARTICIPATORY/COLLABORATIVE RESEARCH

Page 40: Charter School Scale Up

Research Questions

1. In the perception of Green Dot Public Schools’ home office-based managers

and site-based teachers and administrators, what are the barriers that

school leaders and teachers believe inhibit the fidelity of implementing the

mandates regarding benchmark assessments?

Page 41: Charter School Scale Up

Research Questions

2. What are the perceptions of Green Dot Public Schools’ site-based teachers and administrators, regarding the extent

to which they adopt or do not adopt with fidelity home office mandates regarding benchmark assessments?

What are some of the reasons they offer for the varying degrees of adoption of

these home office mandates?

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Research Questions

3. In the opinion of Green Dot Public Schools’ home office-based managers

and site-based teachers and administrators, what are the policies

and/or practices that should be adopted in order to balance the

tension between home office mandates and teacher autonomy in the use of benchmark assessments?

Page 43: Charter School Scale Up

43

Findings: RQ # 1

1. Teachers feel vulnerable about discussing their benchmark assessment data in public

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Teacher

Vulnerability

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45

Findings: RQ # 1

1. Teachers feel vulnerable about discussing their benchmark assessment data in public

2. There is a lack of uniformity across Green Dot schools in

calendars and pacing

Page 46: Charter School Scale Up

Lack of Uniformity

1. Calendars

2. Pacing

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47

Findings: RQ # 1

1. Teachers feel vulnerable about discussing their benchmark assessment data in public

2. There is a lack of uniformity across Green Dot schools in

calendars and pacing

3. There is a lack of an explicit follow-through mechanism for using

the benchmark

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No Follow-through!

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49

Findings: RQ # 2

1. The majority of teachers adopted the GDPS’ home office benchmarks with a high degree

of fidelity

Page 50: Charter School Scale Up

The “Green Dot Benchmark Exams” Program only has 4 requirements teachers are responsible for:

1. All teachers must administer all 4 benchmark exams in the

alloted time frame

2. All teachers must follow the blueprints/pacing guides

3. School sites must scan their own answer sheets into the SIS software

4. All teachers must meet after the first 3 benchmark exams to share reflections on

their data and collaborate

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Findings: RQ # 2

1. The majority of teachers adopted the GDPS’ home office benchmarks with a high degree

of fidelity

2. Adaptations to the benchmark assessments should be made for

specific subjects and different pedagogical philosophies

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One size does not fit all

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Recommendations: RQ # 3

1. The benchmark program should be continued with specific adaptations at

the school and home office level.

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57

Recommendations: RQ # 3

1. The benchmark program should be continued with specific adaptations at

the school and home office level.

2. Green Dot should create and implement uniform calendars and pacing guides across

the organization.

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58

Recommendations: RQ # 3

1. The benchmark program should be continued with specific adaptations at

the school and home office level.

2. Green Dot should create and implement uniform calendars and pacing guides across

the organization.

3. Green Dot should create and implement an explicit follow-through mechanism for using

the benchmark data to reteach.

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59

Meta-Recommendation:

GDPS should plan strategically around their organizational

growing pains

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THANK YOU

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Key Scale-Up Factor

(McDonald, Klein & Riordan 2003, 2004, 2009)

Page 63: Charter School Scale Up

You will implement the benchmark assessments

as rolled out by the home office

We’ll do it our way, if at all...