james applegate presentation
TRANSCRIPT
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7/29/2019 James Applegate Presentation
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Meeting Minnesotas Talent
Challenge: MeasuringPerformance that Matters
Presented by
Dr. James L. ApplegateVice President, Lumina Foundation
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Goal 2025
To increase the percentage of
Americans who hold high-qualitycollege credentials to 60 percent by
2025.
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Minnesotas Economy Will
Demand Very High Talent Levels1. By 2018, 70% of Minnesotas jobs will
require postsecondary education (fifth
highest in the nation).2. By 2018, 620,000 of the projected 902,000
job openings will require postsecondary
credentials.
3. Overall job growth for college level jobs will
be more than double that for jobs not
requiring college
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Meeting Minnesotas Talent Needs: A
Nation Leading Effort
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70
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30
0
20
40
60
80
100
120
Current workforce 2018 workforce needed
Less than college
College prepared
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Canada/Japan
Korea
Massachusetts
Minnesota
North Dakota/Iowa/Connecticut
Colorado
New Hampshire/NebraskaSouth Dakota/Illinois/Pennsylvania/Vermont
Wisconsin/Washington/Hawaii
Virginia/Kansas/Rhode Island
Indiana/CA/DE/NC/MI/IDFlorida/Oregon/South Carolina/Maine
Wyoming/Georgia
Mississippi/AlabamaKY/TN/OK/AZ/AK/TX
New MexicoNevada
Louisiana/West Virginia
Arkansas
Ireland
FinlandNetherlands/Switzerland
Greece
Luxembourg
Poland/Chile
Germany
Sweden
Norway/New Zealand
France/Israel
Iceland
Hungary
Global Competitiveness
US states25 to 34 year olds
Missouri/Montana
New York
New JerseyMaryland United Kingdom/Australia
Belgium/United States
SpainEstonia/Denmark
Slovenia
Utah/Ohio
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Minnesota Must Meet the Demands of
a New Post-Recession Economy
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Creating an Effective Performance Funding
System: Rewarding What Matters for
Minnesotas Success
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Minnesotas Performance System
Must Reward Success with Adults
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Minnesotas Performance System
Must Reward Progress Toward Equity
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Source:
Minnesotas Performance System Must
Reward Closing Income Gaps
B.A. Rate by Age
24 (2010)
Young People from
Highest Income
Quartile79%
Young People from
Lowest Income
Quartile11%
Postsecondary Education Opportunity, Bachelors Degree Attainment by Age 24 by Family Income Quartiles, 1970 to 2008.
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Source:
Designing an Effective Performance Funding
System for MN: What Will it Take?
1. Design around an audacious state goal-
performance for what?
2. Engage all stakeholders
3. Set interim goals
4. Make it matter
5. Keep it simple and quantifiable
6. Consider institutional mission
7. Make it matter at the campus level
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Source:
Effective Performance Funding Systems
8. Focus on increases in number of
credentials
9. Reward progress and completion10.Connect to workforce success
11.Include quality/assess learning
12.Reward serving the underserved13.Build it into the funding formula
14.Phase changes in
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Changes to Consider in the Current
Performance Funding System
Current System
1. 1% at stake-Does it matter?
2. No Big Goal
3. Rewards small increases indegrees awarded
4. Rewards increases in minority
enrollment (only)
5. Includes 4/6 year graduation
rates
21st Century System
1. 5% to 25%
2. Focus on outcomes that
support a Big Goal
3. Tie increase targets tomeeting state GOAL
4. Include reductions in
completion gaps for low
income and minority students
5. Ensure all initially enrolledstudents are included in the
calculation (if used at all)
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Changes to Consider in the Current
Performance Funding System
Current System
6. No workforce outcomes
7. Targets R&D inputs
8. Rewards increases in
institutional aid
9. Rewards increases in on
line courses and
students
21st Century System
6. Include workforce
outcomes
7. Include R&D OUTPUTS8. Reward targeting of aid
and creation of student
completion incentives
9. Incent development ofnew lower cost delivery
systems
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Minnesotas Challenge-
Their Future: Performance Matters
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Going Deeper: Resources
1. National Conference of State Legislators (NCSL)-detailed summary of
performance funding activity across the 50 states
http://www.ncsl.org/issues-research/educ/performance-funding.aspx
2. Lumina supported site highlighting effective practices across the
country that are increasing higher education productivity. Includes
performance funding activity http://www.collegeproductivity.org/about
3. Southern Regional Education Boards (SREB) review of essential
state policy components of an effective performance funding system
http://publications.sreb.org/2012/Outcomes_Based_Funding.pdf
4. Recommendations for implementation of performance fundingin Wisconsin. Contains review of work in other states.
www.wiscape.wisc.edu/publications/
http://www.ncsl.org/issues-research/educ/performance-funding.aspxhttp://www.collegeproductivity.org/abouthttp://publications.sreb.org/2012/Outcomes_Based_Funding.pdfhttp://www.wiscape.wisc.edu/publications/http://www.wiscape.wisc.edu/publications/http://publications.sreb.org/2012/Outcomes_Based_Funding.pdfhttp://publications.sreb.org/2012/Outcomes_Based_Funding.pdfhttp://www.collegeproductivity.org/abouthttp://www.collegeproductivity.org/abouthttp://www.collegeproductivity.org/abouthttp://www.ncsl.org/issues-research/educ/performance-funding.aspxhttp://www.ncsl.org/issues-research/educ/performance-funding.aspxhttp://www.ncsl.org/issues-research/educ/performance-funding.aspxhttp://www.ncsl.org/issues-research/educ/performance-funding.aspxhttp://www.ncsl.org/issues-research/educ/performance-funding.aspx -
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Going Deeper: Resources (2)
5. Center for Americas Progress review of performance funding in six
states highlighting effective practice
http://www.americanprogress.org/wp-
content/uploads/issues/2012/08/pdf/performance_funding.pdf
6. A succinct story about Indianas 7 performance metrics
http://stateimpact.npr.org/indiana/2011/12/09/the-seven-new-
benchmarks-for-funding-indiana-colleges/
7. Tennessees performance metrics on which they seek to base 80% of
their funding
http://www.state.tn.us/thec/Divisions/Fiscal/funding_formula/1-Outcomes%20Based%20Formula%20Narrative%20-
%20for%20website.pdf
http://www.americanprogress.org/wp-content/uploads/issues/2012/08/pdf/performance_funding.pdfhttp://www.americanprogress.org/wp-content/uploads/issues/2012/08/pdf/performance_funding.pdfhttp://stateimpact.npr.org/indiana/2011/12/09/the-seven-new-benchmarks-for-funding-indiana-colleges/http://stateimpact.npr.org/indiana/2011/12/09/the-seven-new-benchmarks-for-funding-indiana-colleges/http://www.state.tn.us/thec/Divisions/Fiscal/funding_formula/1-Outcomes%20Based%20Formula%20Narrative%20-%20for%20website.pdfhttp://www.state.tn.us/thec/Divisions/Fiscal/funding_formula/1-Outcomes%20Based%20Formula%20Narrative%20-%20for%20website.pdfhttp://www.state.tn.us/thec/Divisions/Fiscal/funding_formula/1-Outcomes%20Based%20Formula%20Narrative%20-%20for%20website.pdfhttp://www.state.tn.us/thec/Divisions/Fiscal/funding_formula/1-Outcomes%20Based%20Formula%20Narrative%20-%20for%20website.pdfhttp://www.state.tn.us/thec/Divisions/Fiscal/funding_formula/1-Outcomes%20Based%20Formula%20Narrative%20-%20for%20website.pdfhttp://www.state.tn.us/thec/Divisions/Fiscal/funding_formula/1-Outcomes%20Based%20Formula%20Narrative%20-%20for%20website.pdfhttp://www.state.tn.us/thec/Divisions/Fiscal/funding_formula/1-Outcomes%20Based%20Formula%20Narrative%20-%20for%20website.pdfhttp://www.state.tn.us/thec/Divisions/Fiscal/funding_formula/1-Outcomes%20Based%20Formula%20Narrative%20-%20for%20website.pdfhttp://www.state.tn.us/thec/Divisions/Fiscal/funding_formula/1-Outcomes%20Based%20Formula%20Narrative%20-%20for%20website.pdfhttp://stateimpact.npr.org/indiana/2011/12/09/the-seven-new-benchmarks-for-funding-indiana-colleges/http://stateimpact.npr.org/indiana/2011/12/09/the-seven-new-benchmarks-for-funding-indiana-colleges/http://stateimpact.npr.org/indiana/2011/12/09/the-seven-new-benchmarks-for-funding-indiana-colleges/http://stateimpact.npr.org/indiana/2011/12/09/the-seven-new-benchmarks-for-funding-indiana-colleges/http://stateimpact.npr.org/indiana/2011/12/09/the-seven-new-benchmarks-for-funding-indiana-colleges/http://stateimpact.npr.org/indiana/2011/12/09/the-seven-new-benchmarks-for-funding-indiana-colleges/http://stateimpact.npr.org/indiana/2011/12/09/the-seven-new-benchmarks-for-funding-indiana-colleges/http://stateimpact.npr.org/indiana/2011/12/09/the-seven-new-benchmarks-for-funding-indiana-colleges/http://stateimpact.npr.org/indiana/2011/12/09/the-seven-new-benchmarks-for-funding-indiana-colleges/http://stateimpact.npr.org/indiana/2011/12/09/the-seven-new-benchmarks-for-funding-indiana-colleges/http://stateimpact.npr.org/indiana/2011/12/09/the-seven-new-benchmarks-for-funding-indiana-colleges/http://stateimpact.npr.org/indiana/2011/12/09/the-seven-new-benchmarks-for-funding-indiana-colleges/http://stateimpact.npr.org/indiana/2011/12/09/the-seven-new-benchmarks-for-funding-indiana-colleges/http://stateimpact.npr.org/indiana/2011/12/09/the-seven-new-benchmarks-for-funding-indiana-colleges/http://stateimpact.npr.org/indiana/2011/12/09/the-seven-new-benchmarks-for-funding-indiana-colleges/http://www.americanprogress.org/wp-content/uploads/issues/2012/08/pdf/performance_funding.pdfhttp://www.americanprogress.org/wp-content/uploads/issues/2012/08/pdf/performance_funding.pdfhttp://www.americanprogress.org/wp-content/uploads/issues/2012/08/pdf/performance_funding.pdf