using needs assessments & creating action plans september 25, 2012 greg lobdell, center for...

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USING NEEDS ASSESSMENTS & CREATING ACTION PLANS September 25, 2012 Greg Lobdell, Center for Educational Effectiveness Candace Gratama, The BERC Group Travis Campbell, K12 Director, OSPI Sue Cohn, School Improvement Specialist, OSPI Office of Student and School Success

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Page 1: USING NEEDS ASSESSMENTS & CREATING ACTION PLANS September 25, 2012 Greg Lobdell, Center for Educational Effectiveness Candace Gratama, The BERC Group Travis

USING NEEDS ASSESSMENTS & CREATING ACTION PLANS

September 25, 2012

Greg Lobdell, Center for Educational EffectivenessCandace Gratama, The BERC GroupTravis Campbell, K12 Director, OSPI

Sue Cohn, School Improvement Specialist, OSPI

Office of Student and School Success

Page 2: USING NEEDS ASSESSMENTS & CREATING ACTION PLANS September 25, 2012 Greg Lobdell, Center for Educational Effectiveness Candace Gratama, The BERC Group Travis

• Audio is one-way only; all participants are in mute status.

• Please send questions to us via the Comments box. We will answer questions at our first available opportunity.

WEBINAR ETIQUETTE REMINDER

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Page 3: USING NEEDS ASSESSMENTS & CREATING ACTION PLANS September 25, 2012 Greg Lobdell, Center for Educational Effectiveness Candace Gratama, The BERC Group Travis

• Share protocols for using your Needs Assessment and other data

• Describe Initial Action Plan review and S.M.A.R.T. Strategies

• Outline next steps in the creating your Student and School Success Action Plan and available resources

• Respond to questions

GOALS FOR WEBINAR

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Page 4: USING NEEDS ASSESSMENTS & CREATING ACTION PLANS September 25, 2012 Greg Lobdell, Center for Educational Effectiveness Candace Gratama, The BERC Group Travis

USING YOUR NEEDS ASSESSMENT AND OTHER DATA

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Page 5: USING NEEDS ASSESSMENTS & CREATING ACTION PLANS September 25, 2012 Greg Lobdell, Center for Educational Effectiveness Candace Gratama, The BERC Group Travis

• Build an understanding of the Needs Assessment Process– Understand the organization of the report– Understand the data collected and triangulation

process

• Understand- establishing the current reality• Reflect- what do these data mean to me?• Discuss of the preferred future• Engage the stakeholders in creating the

preferred future

PRIORITY DEBRIEF OBJECTIVES

Page 6: USING NEEDS ASSESSMENTS & CREATING ACTION PLANS September 25, 2012 Greg Lobdell, Center for Educational Effectiveness Candace Gratama, The BERC Group Travis

• Staff should reflect on the data, using the following questions:

What do these data mean to me/us?How can we use these data to inform

our work?What can we do to improve our

School?

ENGAGE IN A REFLECTIVE DISCUSSION

Page 7: USING NEEDS ASSESSMENTS & CREATING ACTION PLANS September 25, 2012 Greg Lobdell, Center for Educational Effectiveness Candace Gratama, The BERC Group Travis

• Do not blame• Keep discussion reflective

– Instead of explaining data away, ask why the data shows this

• Facilitate a discussion to move the conversation forward

• Use the data to develop goals and strategies

RULES FOR REFLECTIVE DISCUSSION

Page 8: USING NEEDS ASSESSMENTS & CREATING ACTION PLANS September 25, 2012 Greg Lobdell, Center for Educational Effectiveness Candace Gratama, The BERC Group Travis

Academic Achievement

Study (CEE)

School & Classroom

Practices Study1 Day Onsite-

(BERC)

Educational Effectiveness

Study(CEE)

Findings

Findings

Findings

On-site VisitDelving Deeper Into “Areas for

Further Investigation”

(CEE)

Needs Assessment Summary

Final Recommendations

(CEE)

Debrief ofNeeds Assessment

and Final Recommendations

with leadership and building staff.

(CEE and OSPI)

Advanced Achievement Data Analysis

Phase IINov 2012

(CEE)

Next Steps & Action Planning

on-site at school

(School / District Team, CEE, OSPI)

OVERALL PRIORITY PROCESS

Page 9: USING NEEDS ASSESSMENTS & CREATING ACTION PLANS September 25, 2012 Greg Lobdell, Center for Educational Effectiveness Candace Gratama, The BERC Group Travis

• Leadership• Staff• Leadership Team/School

Improvement Team

3-STEP PROCESS FOR PRIORITY SCHOOL DEBRIEF

Page 10: USING NEEDS ASSESSMENTS & CREATING ACTION PLANS September 25, 2012 Greg Lobdell, Center for Educational Effectiveness Candace Gratama, The BERC Group Travis

• Understand the organization of the Needs Assessment summary

• Share and understand the implications of the findings unique to the leadership of the building.

• Understand triangulation of data to form the summary statements and recommendations.

• Strategize how the data will be shared with the staff (both in debrief and after) in order to maximize staff acceptance and use of the data findings.

• Understand the unique challenges within the building and strategize how to meet those challenges

LEADERSHIP DEBRIEF

Page 11: USING NEEDS ASSESSMENTS & CREATING ACTION PLANS September 25, 2012 Greg Lobdell, Center for Educational Effectiveness Candace Gratama, The BERC Group Travis

• Understand the organization of the Needs Assessment Summary– Enable transparency of data components, findings, and

recommendations

• Build awareness of each data element and how those elements triangulated to form the summary statements and recommendations.

• Allow for questions, concerns and dialogue with CEE representative, building and district leadership and fellow staff members.

• To begin the discussion and position for next steps.

STAFF DEBRIEF

Page 12: USING NEEDS ASSESSMENTS & CREATING ACTION PLANS September 25, 2012 Greg Lobdell, Center for Educational Effectiveness Candace Gratama, The BERC Group Travis

• Building leadership, SIP Team, CEE, and OSPI Student and School Success Coach

• Discuss and support alignment with Indistar and the Student and School Success Principles and Indicators

• Define next steps, moving toward action planning

RETURN VISIT FOR NEXT STEPS AND ACTION PLANNING

Page 13: USING NEEDS ASSESSMENTS & CREATING ACTION PLANS September 25, 2012 Greg Lobdell, Center for Educational Effectiveness Candace Gratama, The BERC Group Travis

• Review Needs Assessment Findings with All Stakeholders– Share results with the entire staff to

ensure transparency and to develop trust around findings

– Engage in a collaborative process to discuss current reality and preferred reality

FOCUS SCHOOLS: REVIEW NEEDS ASSESSMENT FINDINGS

Page 14: USING NEEDS ASSESSMENTS & CREATING ACTION PLANS September 25, 2012 Greg Lobdell, Center for Educational Effectiveness Candace Gratama, The BERC Group Travis

• Options for reviewing findings1. The BERC Group leads entire staff

through a reflective process (two to three hours)

2. The BERC Group works with the leadership team to review findings and to develop their capacity to lead staff through process

3. School personnel lead staff through the reflective process

THREE OPTIONS

Page 15: USING NEEDS ASSESSMENTS & CREATING ACTION PLANS September 25, 2012 Greg Lobdell, Center for Educational Effectiveness Candace Gratama, The BERC Group Travis

• Demographic Data• Achievement Data• Survey Results (Student, Student,

Parent, and others)• Classroom Instruction Data• College and Career Readiness

Data – High Schools (Course taking patterns and college attendance, persistence, gradation rates)

STEP 1: REVIEW DATA

Page 16: USING NEEDS ASSESSMENTS & CREATING ACTION PLANS September 25, 2012 Greg Lobdell, Center for Educational Effectiveness Candace Gratama, The BERC Group Travis

• Distribute Student and School Success Rubric– Rubric is designed to identify strengths

and weakness and is in alignment with best practices research

– School personnel can see that there is a continuum and a path they can follow toward improvement.

STEP 2: REVIEW QUALITATIVE SECTION

Page 17: USING NEEDS ASSESSMENTS & CREATING ACTION PLANS September 25, 2012 Greg Lobdell, Center for Educational Effectiveness Candace Gratama, The BERC Group Travis

• Break staff members into small groups to review the School and Classroom Practices Study– Within the small groups, each staff members

read a few sections of the report quietly (15 minutes).

• Encourage the staff to make notes on the report and to identify data points that support the findings.

– Discuss qualitative section, making connections across sections.

STEP 2: REVIEW QUALITATIVE SECTION

Page 18: USING NEEDS ASSESSMENTS & CREATING ACTION PLANS September 25, 2012 Greg Lobdell, Center for Educational Effectiveness Candace Gratama, The BERC Group Travis

• Gather input from staff about preferred reality– Discuss and support alignment with

Indistar and the Student and School Success Principle Indicators

– Use the Indistar tool to build the plan around data, research, and evidence-based practices

STEP 3: DISCUSS CURRENT REALITY AND PREFERRED REALITY

Page 19: USING NEEDS ASSESSMENTS & CREATING ACTION PLANS September 25, 2012 Greg Lobdell, Center for Educational Effectiveness Candace Gratama, The BERC Group Travis

INITIAL ACTION PLAN REVIEW AND S.M.A.R.T. STRATEGIES

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Page 20: USING NEEDS ASSESSMENTS & CREATING ACTION PLANS September 25, 2012 Greg Lobdell, Center for Educational Effectiveness Candace Gratama, The BERC Group Travis

• All Initial Action Plans were reviewed by Student and School Success Leaders and Coaches.

• Coaches assessed one strategy using a rubric focused on essential elements of an effective S.M.A.R.T. Strategy; coaches also provided additional feedback on remaining strategies.

• Principals and schools teams will use feedback on their Initial Action Plan when they craft their Student and School Success Action Plan.

INITIAL ACTION PLAN REVIEW

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Travis Campbell
additional feedback focuses on Student and Educator outcomes.
Page 21: USING NEEDS ASSESSMENTS & CREATING ACTION PLANS September 25, 2012 Greg Lobdell, Center for Educational Effectiveness Candace Gratama, The BERC Group Travis

1. What are the expected outcomes of implementing the strategy for students/sub-groups?

2. What are the expected outcomes of using this strategy for educator practice?

3. What professional development or technical assistance (PD/TA) is provided to support effective implementation of this strategy?

4. What resources are allocated to support effective implementation of this strategy?

5. What evidence will be utilized to determine the effectiveness of this strategy in achieving the desired outcomes?

ESSENTIAL QUESTIONS

Travis Campbell
Considering chaches' feedback, I'm wondering why we don't merge these two questions. I get the ALL student piece vs. the sub groups and think we might craft furture versions like: What is the expected outcome of implementing the stategy for all students, in general, and for identified sub-groups, in particular?
Page 22: USING NEEDS ASSESSMENTS & CREATING ACTION PLANS September 25, 2012 Greg Lobdell, Center for Educational Effectiveness Candace Gratama, The BERC Group Travis
Page 23: USING NEEDS ASSESSMENTS & CREATING ACTION PLANS September 25, 2012 Greg Lobdell, Center for Educational Effectiveness Candace Gratama, The BERC Group Travis
Page 24: USING NEEDS ASSESSMENTS & CREATING ACTION PLANS September 25, 2012 Greg Lobdell, Center for Educational Effectiveness Candace Gratama, The BERC Group Travis

• Specific• Measurable• Actionable/Attainable• Realistic/Results-oriented• Timely/Time-bound

S.M.A.R.T. Strategies articulate both the evidence supporting the strategy and measurable outcomes for students and educators.

S.M.A.R.T. STRATEGIES

Page 25: USING NEEDS ASSESSMENTS & CREATING ACTION PLANS September 25, 2012 Greg Lobdell, Center for Educational Effectiveness Candace Gratama, The BERC Group Travis

STUDENT AND SCHOOL SUCCESS ACTION PLANNING

PROCESS

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Page 26: USING NEEDS ASSESSMENTS & CREATING ACTION PLANS September 25, 2012 Greg Lobdell, Center for Educational Effectiveness Candace Gratama, The BERC Group Travis

ACTION PLANNING PROCESS Engages principals, teams, and other stakeholders in reflection around:

Findings and recommendations from their Needs Assessment and feedback on Initial Action Plan

Current realities based on locally-developed data (disaggregated student assessment, demographic, perceptual, and contextual data)

Beliefs about students and learning and educator capacity to address opportunity gaps among students

Changes required to strengthen leadership and instructional practice and boost student achievement

Research and evidence-based strategies and approaches Systems-level supports and barriers to change

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Page 27: USING NEEDS ASSESSMENTS & CREATING ACTION PLANS September 25, 2012 Greg Lobdell, Center for Educational Effectiveness Candace Gratama, The BERC Group Travis

ACTION PLANNING & PROCESS

Informed by current SIP and Initial Action Plan Aligns with the Student and School Success

Principles Anchored in S.M.A.R.T. Strategies Created and submitted using OSPI’s online action

planning tool (Indistar®) Forms basis for on-going improvement work

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Page 28: USING NEEDS ASSESSMENTS & CREATING ACTION PLANS September 25, 2012 Greg Lobdell, Center for Educational Effectiveness Candace Gratama, The BERC Group Travis

• Serves as both an action-planning tool and a tool to monitor progress

• Developed and supported through the Center on Innovation and Improvement (CII)

• Anchored in OSPI’s Student and School Success Principles

• Aligns with OSPI’s Nine Characteristics of High-Performing Schools

• Supports teams to craft their own strategies and action plans based on the unique needs of their school community

INDISTAR

Page 29: USING NEEDS ASSESSMENTS & CREATING ACTION PLANS September 25, 2012 Greg Lobdell, Center for Educational Effectiveness Candace Gratama, The BERC Group Travis
Page 30: USING NEEDS ASSESSMENTS & CREATING ACTION PLANS September 25, 2012 Greg Lobdell, Center for Educational Effectiveness Candace Gratama, The BERC Group Travis
Page 31: USING NEEDS ASSESSMENTS & CREATING ACTION PLANS September 25, 2012 Greg Lobdell, Center for Educational Effectiveness Candace Gratama, The BERC Group Travis

NEXT STEPS FOR CRAFTING STUDENT AND SCHOOL SUCCESS ACTION PLANS

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Page 32: USING NEEDS ASSESSMENTS & CREATING ACTION PLANS September 25, 2012 Greg Lobdell, Center for Educational Effectiveness Candace Gratama, The BERC Group Travis

1. Select Leadership Team to shepherd the process2. Identify key stakeholders to include in process3. Allocate sufficient time for Leadership Team and staff to

engage in the process4. Collect and sort data

a. Current SIP and feedback on Initial Action Planb. Findings and Recommendations from Needs Assessmentc. Other data (demographic, achievement, perceptual, contextual)

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Page 33: USING NEEDS ASSESSMENTS & CREATING ACTION PLANS September 25, 2012 Greg Lobdell, Center for Educational Effectiveness Candace Gratama, The BERC Group Travis

5. Analyze data 6. Identify critical indicators to address using the Indistar

tool7. Research best practices for selected indicators8. Craft your plan using the tool9. Submit to OSPI for review and approval10.Use the plan as the basis for on-going improvement work

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Page 34: USING NEEDS ASSESSMENTS & CREATING ACTION PLANS September 25, 2012 Greg Lobdell, Center for Educational Effectiveness Candace Gratama, The BERC Group Travis

AVAILABLE RESOURCES

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Page 35: USING NEEDS ASSESSMENTS & CREATING ACTION PLANS September 25, 2012 Greg Lobdell, Center for Educational Effectiveness Candace Gratama, The BERC Group Travis

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To complete the Student and School Success Plan:

• Student and School Success Leadership Coach• Regional Educational Service District (ESD)• OSPI Office of Student and School Success To implement the Student and School

Success Plan:• Student and School Success Leadership Coach

(Priority and Focus Schools)• Instructional Coaches through the Office of

Student and School Success (e.g., MBA, RBA, Gap Analysis)

• Other Divisions in OSPI• Regional Educational Service District (ESD)• iGrant funding• Title I set-aside and other district funds

Page 36: USING NEEDS ASSESSMENTS & CREATING ACTION PLANS September 25, 2012 Greg Lobdell, Center for Educational Effectiveness Candace Gratama, The BERC Group Travis

QUESTIONS?

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For assistance, please contact Andy Kelly @

[email protected] or (360) 725-4960