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Data-Driven Decision-Making in K-12
Education: Using the Learning Delta to
Manage for Results
A High Delta Learning  White Paper


Gregory D. Luther
Founder and Principal
High Delta Learning, LLC

                                      May, 2003
Page 1


        quot;…When you can measure what you are speaking about, and express it in numbers, you
        know something about it; but when you cannot measure it, when you cannot express it in
        numbers, your knowledge is of a meagre and unsatisfactory kind; it may be the beginning
        of knowledge, but you have scarcely in your thoughts advanced to the state of Science,
        whatever the matter may be.quot;  Lord Kelvin, 1884



                                             sector. Typically, instead of em-        In this paper I make a three-part
Introduction
                                             ploying a quot;generally accepted            argument:
The emerging market for K-12                 accounting principlequot; for learning
education services is placing cities,        measurement, there is a call for         1. More can be done to improve
school districts, and parents into the       outside research to assess or validate      education by managing the ef-
position of education consumers              a program's salutary effects, to be         fectiveness of teaching than by
who have a growing need for                  performed using multivariate statis-        any other single factor.
accurate, understandable, and timely         tical analysis and experimental
                                                                                      2. Using the Learning Delta to
information on which to base their           designs taken from social science
                                                                                         measure learning progress is
choices. Similarly, education phi-           and clinical drug trials. In short,
                                                                                         fundamental to managing and
lanthropies have choices to make             because schools do not measure
                                                                                         improving the effectiveness of
with regard to which reforms or              their own performance, somebody
                                                                                         education reform programs,
innovations to back with their               else has tousually at considerable
                                                                                         schools, and teaching generally.
financial resources. In the words of         expense and with substantial delays
the Thomas B. Fordham Founda-                between the point of data capture
                                                                                      3. In order to implement Learning
tion:                                        and the reporting of results.
                                                                                         Delta Management, classroom
                                                                                         workflows must be digitized in
                                             In this paper I propose the Learn-
Private individuals and organizations…
                                                                                         order to enable the instrumen-
                                             ing Delta as a top-level perform-
can spend their dollars exactly where
                                                                                         tation of teaching and learning
                                             ance metric for schools. Learning
they seek to do the most good. If they
                                                                                         in schools.
                                             Delta is a measure of learning
direct their money, energy, and influ-
                                             progress that captures each stu-
ence toward the right targets. . . their
                                             dent's change in mastery for a given
leverage will help move the system                                                    Part 1: Value-Added Testing
                                             period of time. In addition to
itself. The philanthropic sector-America's
                                                                                      and Teacher Effectiveness
                                             improving the manageability of
unique blend of private organizations
                                             individual student progress, Learning    There is already a substantial body
with public-minded goals-has the
                                             Delta data can be aggregated to          of empirical work from the state of
freedom of action to push on the right
                                             arrive at progress measures for          Tennessee that substantiates the
pressure points, and it has clout that
                                             classrooms, entire schools, or school
                   i
                                                                                      importance and utility of collecting
most parents lack .
                                             systems. Learning Deltas can be          data on students' learning progress.
But a critical difficulty facing educa-      used to minimize the time students       Together with the Tennessee Value-
tion philanthropiesas well as cities,       spend waiting for learning to hap-       Added Assessment System
school districts, and parentsis that        pen. Perhaps most importantly,           (TVAAS), Dr. William Sanders, at
schools do not adequately account            continuously accumulating and            the University of Tennessee Value-
for their primary product: learning.         analyzing longitudinal Learning          Added Research and Assessment
Measuring and analyzing the impact           Delta data for all students represents   Center, found that of all the factors
of reforms and innovations on                an embedded research process that        influencing the observed change in
students' learning progress is a             can inform and help to improve           student test scores from year to year,
problem because schools do not               instruction in every classroom,          teacher effectiveness was by far the
employ performance measures and              school, and school system that uses      most powerful.
management processes like enter-             it.
prises outside of the education
Page 2

The TVAAS has been in use since          progress being made in the class-       material satisfactorily by the end of
1991. Every student in grades 2-8 is     room.                                   the term.
tested each year in math, reading,
language arts, science, and social
                                         Part 2: Using Learning Delta            Data Discipline
studies. Testing of high school
                                         (and An Illustration)
students began in 1995. Each                                                     The quot;data disciplinequot; associated with
student’s test results are compared                                              Learning Delta is quite simple.
                                         Learning Delta is given as the
to his or her scores from the previ-
                                         change in a student's mastery of an     Step 1 - A quot;pre-testquot; is administered
ous year, and the average score
                                         academic subject divided by the         on or near the first day of class to
increases of all the students taught
                                         change in time. Where Sanders'          establish the baseline learning level
by each teacher are reported to
                                                                                 of each student.
                                         quot;value-addedquot; is a measure of
administrators for use in evaluations
                                         academic distance, Learning Delta is
                                                                                 • Pre-test questions are drawn
and personnel decisions.
                                         a measure of speed, i.e. distance
                                                                                   from the same set of test ques-
                                                                                   tions that would appear on a final
The headlines from Sanders' find-
                                                                                   exam. A pre-test may also in-
ings in Tennessee include the             Figure 2
                                                                                   clude questions that represent
followingii:
                                                                                   prerequisite knowledge and
                                                                                   knowledge that is advanced be-
1. The top quintile of teachers--         Learning Delta:
                                                                                   yond the scope of the course.
   ranked according to their stu-         the Rate of
   dents' average increase in test                                               • A student's pre-test score is a
                                          Learning
   scores--raised their students’                                                  measure of the subject knowl-
                                          Progress                 ∆ Mastery
   achievement test scores 39 per-                                                 edge they brought into the class
                                                         Success
   centile points more than teachers                                               with them.
                                                          Rate
   from the bottom quintile.
                                                                                 • Pre-test resultstagged to each
                                                      ∆ Time
2. Teachers performing in the two                                                  student, to the specific subject
                                                                                   units and skills being examined,
   lowest quintiles in Tennessee
   failed to produce any achieve-                                                  and to the teacher and classare
                                         divided by time, as shown in Figure
                                                                                   recorded and/or stored.
   ment gains with most of their         2. The quot;distancequot; term can be
   students.                             thought of as a scale score that is     • The difference between a stu-
                                         used in the same way as Sanders           dent's pre-test score and the
3. The performance difference
                                         uses it. Time is measured in school       score required to demonstrate
   between students having three
                                         terms. So if a course lasting one         mastery in a subject. is their ini-
   consecutive teachers in the top
                                                                                   tial Learning Gap, which also
                                         term is given a value of 100 points,
   one-fifth of the ranking and
                                                                                   serves as the Planned Learning
                                         and a student masters half of the
   three in the bottom one-fifth was
                                                                                   Delta for that student.
                                         units making up that course in one
   50 percentile points(!!).
                                         half of the academic term, then the     Step 2 - As instruction progresses,
4. The teacher quality effect on         student is proceeding at a pace of      additional tests are administered on
   student performance was found         100 points per term and has a           a weekly, bi-weekly, or monthly
   to be highly significant and larger   Learning Delta of 100 (i.e. 50 points   basis. Once again, each test is
   in size than any other factor--       ÷ 0.5 terms = 100 points/term). If      effectively a final exam, and stu-
   including class size and quot;hetero-                                             dents' scores reflect their new level
                                         on the other hand, the student has
   geneity.quot;                                                                     of subject knowledge attained since
                                         only mastered curriculum units
                                                                                 the beginning of the term.
                                         worth 30 points by the mid-term,
In Dr. Sanders view, then, quot;…more        that student has a Learning Delta of    Step 3 - At the time of each assess-
can be done to improve education         60 (i.e. 30 points ÷ 0.5 terms = 60     ment Learning Delta figures are
by improving the effectiveness of        points/term), and unless she/he         calculated for each student and the
teachers than by any other single        increase their Learning Delta to 140,   average is calculated for the class as
factor.quot; And the key to that effort      she/he will not complete the course     a whole.
is collecting data on the learning
Page 3

• As interim Learning Deltas are         Thought
                                                             Figure 3
  measured, the students, teachers,      Experiment
  and parents can see if adequate                                                                % of       Number of    Students
                                                             Out of 7,000 Students in
                                                                                               Population   Students    Below Grade
  progress is being made to the                              Reform Program
                                         What follows                                                                      Level
  goal of mastery, and if not, they      is a quot;thought     Group 1 - Reading at Grade
  can adjust course while there is                         Level (at 50th %ile or above)
                                         experimentquot;                                         78.9%           5,523
  still time.                            and illustra-     Group 2 - About One Year
                                                           Behind (assume they score
                                         tion of why
• Students who are progressing too                         around 20%ile)                    11.7%            819          819
                                         data on
  slowly will have low Learning                            Group 3 - About Two Years
                                         students'
  Deltas that identify them for                            Behind (assume they score
  special assistance or motivating.      learning          around 10%ile)                     9.4%            658          658
                                         progress
• Students who are moving much
                                                           Total                                             7,000         1,577
                                         should be
  faster than the rest of the group
                                         used to drive
  will have high Learning Deltas
                                         decision-making in education
  that identify them for additional                                                        The experiment involves applying
                                         philanthropy. The example I will use
  quot;enrichmentquot; work or accelera-                                                           some of the findings from the work
                                         is based on an actual philanthropy-
  tion into a more advanced class.                                                         of Dr. William Sanders and TVAAS
                                         funded reading reform program
                                                                                           to this sample education philan-
A key difference between the             (with some of the details disguised)
                                                                                           thropy program and posing the
Learning Delta and quot;value-addedquot;         in a state where roughly one out of
                                                                                           following questions:
measures is that Learning Delta is
                                         every five students in the target
designed to be a frequent measure
                                         population fail to achieve quot;profi-
that enables the teacher and school                                                        • What if we measured the Learning
                                         cientquot; status on the state's reading
leaders to make immediate-term                                                               Deltas being produced by teachers
                                         tests, and about one in ten demon-
course corrections in every class-                                                           participating in a philanthropy-funded
                                         strate only quot;minimalquot; reading ability.
room. The quot;value-addedquot; measure                                                              education reform program by captur-
                                         For the purposes of this example,
as used by TVAAS is a once-a-year                                                            ing data from the students on a
                                         the program covers 7,000 students
measure that, as a result, is retro-                                                         monthly or quarterly basis?
                                         across 20 schools, and it costs about
spective. Although it can give a
                                         $2 million per year to administer.
reading on how a school performed
                                                                                           • If Sanders' findings about teacher
in the prior year, as any particular     Figure 1 shows a simple cost-per-
                                                                                             performance in Tennessee were
school year progresses it provides       success calculation for this pro-
                                                                                             duplicated elsewhere, how would this
less and less help with how to           gramwhich may involve expendi-
                                                                                             information enable us to increase the
improve learning performance in          tures on professional development,
specific classrooms next week or                                                             quot;returnquot; of an education reform pro-
                                         specialized curricular materials,
next month.                                                                                  gram or other innovation that is un-
                                         technology innovations, or all these
                                                                                             derway?
                                         elements.
Appendix A shows what Learning
Delta data would look like over a
term and how that allows classrooms     Having made this calculation, the                  The Base Case
and teachers to be grouped into         question remaining for the donor to
performance quintiles.                                                                     Measures of learning progress are
                                        answer is, quot;Do you think $4000 per
                                                                                           important because, as Sanders has
                                              student is a satisfactory num-
                                                                                           shown, highly effective teachers
                                              ber?quot; In the event that the
Figure 1 - Program Cost Per Success
                                                                                           move their students along at a much
                                              donor is a venture-philanthropist
Number of Students in Program        7,000
                                                                                           greater pace than average or below-
                                              with an especially keen interest
Total Program Cost for One Year $2,000,000                                                 average teachers. And the situation
                                              in results, the further question
                                                                                           in any particular school is further
                                              may be, quot;Shall we continue
Number of Students Meeting             500
                                                                                           complicated because the curricular
Reading Standards Who Would-                  with this program or do
n't Have Otherwise
                                                                                           quot;distancequot; that must be covered in
                                              something else where the
                                                                                           order to meet standards of compe-
Program Cost per Student-           $4,000    impact may be greater?quot;
Success
                                                                                           tency can vary greatly from one
                                                                                           student to another.
Page 4

                                                                                                                            school year.
   Figure 4                                                                                                                 Quintile 3 teachers
                                                                                                                            accomplish some
                                                    Base Case
                                                                                                                            improvement, but
                     Q 1+2                 Q3                  Q4              Q5                Total
                                                                                                                            not enough to bring
      $3,000,000                                                                                                 1500
                                                                                                                            their students up to
                                                                                                                            standard (see table
                                                                                                                            in Appendix B for
      $2,000,000                                                                                                 1000
                                                                                                                            detail). As a result
                                                                                                                            of these combina-
                              Write-off                     Yield = 4.1    Yield = 7.4        Yield = 2.3

                                                                                                                            tions of teacher
      $1,000,000                                                                                                 500




                                                                                                               Number of Successes
                                                                                                   132
                                                                                                                            effectiveness and
  Program Cost




                                                                               132                 328
                                                                                                                            student deficit,
                                                                164
                                                                 0             164
              $0                                                                                                 0
                                                                                                                            then, only 40% of
                       0                    0
                     Q 1+2                 Q3                   Q4             Q5                 Total
                                                                                                                            Group 2 students
                                        ($400,000)         ($400,000)      ($400,000)
                                                                                                                            will be brought up
     ($1,000,000)  ($800,000)                                                                                    -500
                                                                                                                            to grade level, and
                                                                                                                            only 20% of the
                                                                                                                            Group 3 students.
     ($2,000,000)                                                                                                -1000
                                                                                             ($2,000,000)
                                                                                                                            Overall, based on
                                                                                                                            Sanders' findings in
     ($3,000,000)                                                                                                -1500
                                                                                                                            Tennessee, only
                                                Teacher Performance Quintiles
                                                                                                                            7% of the 7,000
                         Program Cost              Group 2 Students         Group 3 Students
                                                                                                                            students in this
                                                                                                                            program are likely
                                                                                                                            to be counted as
                                                    Case graphic in Figure 4 shows the
                                                                                                          successes at the end of the year
As shown in Figure 3, because 20%
                                                    effect of the differing levels of
                                                                                                          (i.e. students who met the statewide
of students in the reform program
                                                    teacher effectiveness predicted from
                                                                                                          reading standard who would not
we are looking at score below
                                                    Sanders' findings for students who
                                                                                                          have otherwise). The cost per
quot;proficientquot; status on the state's
                                                    are one and two years behind in
                                                                                                          student-success will, therefore, come
reading tests and about 10% demon-
                                                    their reading skills. Specifically,
                                                                                                          in at about $4,400 and the return can
strate only quot;minimalquot; reading ability,
                                                    teachers in the bottom two quintiles
                                                                                                          be thought of as 2.3 successes-per-
we get roughly 1,500 students out of
                                                    do not produce any improvement,
                                                                                                          $10,000 quot;investedquot; by the philan-
the 7,000 who are functioning below
                                                    and there is a 39 percentile point
                                                                                                          thropy.
grade-level.
                                                    difference in results between quin-
                                                    tiles 3 through 5, which is assumed
For the purposes of this illustration                                                                     However, as shown in the figure,
                                                    to be distributed evenly across these
we then assume that the 800+                                                                              analyzing results according to
                                                    quintiles. So Quintile 5 teachers
Group 2 students that scored                                                                              performance quintile makes certain
                                                    produce gains of 39%ile points in
quot;BASICquot; on the statewide compe-                                                                           program improvement actions
                                                    their students; Quintile 4 teachers
tency test are one year behind, and                                                                       immediately obvious. For example,
                                                    produce gains of 26%ile points; and
the remaining Group 3 students who                                                                        the yield achieved by Quintile 5
                                                    Quintile 3 teachers produce gains of
scored quot;MINIMALquot; are two years                                                                            teachers is 7.4 successes- per-
behind. To represent a typical                      13%ile points in their students.
                                                                                                          $10,000, and the Quintile 4 yield is
heterogeneous classroom these
                                                                                                          4.1. But over half of the $2 million
student groups are distributed                      Under these conditions, when
                                                                                                          program cost was spent on class-
uniformly across all the teacher                    combined with the children's varying
                                                                                                          rooms that produced no suc-
quintiles.                                          levels of skill deficit, only Quintile 4
                                                                                                          cesses. What if actions were taken
                                                    and 5 teachers are likely to suc-
The implications of the Sanders                                                                           to either a) increase the effective-
                                                    ceed in bringing students up to
findings for these 1,500 students is                                                                      ness of lower quintile teachers, or b)
                                                    grade level by the end of the
what is most interesting. The Base                                                                        move more Group 2 and 3 students
Page 5

                                                                                                                                                                       the program's impact and yield. In
into quintile 4 and 5 classrooms? In                                                     program's reading interventions into
                                                                                                                                                                       the absence of such data, though,
addition, there are borderline cases                                                     the next grade in order to finish the
                                                                                                                                                                       proactive management of this type is
(the yellow cells in the Base Case                                                       job that was started with the border-
                                                                                                                                                                       much harder because decisions
table in Appendix B) where some                                                          line students. This timeassuming
                                                                                                                                                                       depend on a chain of personal
improvement was seen, but not                                                            that spending increases proportion-
                                                                                                                                                                       observations, opinions, and judge-
enough to meet the proficiency                                                           ally by 4% to $2.08 millionthe
                                                                                                                                                                       ments, which without hard data to
standard. What if additional funds                                                       program's success rate increases by
                                                                                                                                                                       back them up, more often get
were spent to extend the program                                                         64%; the cost per student-success
                                                                                                                                                                       translated into politics rather than
and put those kids across the finish                                                     drops by 37%; and the program's                                               action.
line?                                                                                    yield has increased from 2.3 to 3.6
                                                                                         successes-per-$10,000. (See table in
                                                                                                                                                                       Managing with the Learning Delta
                                                                                         Appendix D for detail.)
What-If Scenarios
                                                                                                                                                                       The point of management informa-
                                                                                         As shown in Figure 5 (and in Ap-                                              tion, like the Learning Delta, is to
The second scenario in this experi-
                                                                                         pendix E), if scenarios two and three                                         identify and target the areas that
ment moves Group 2 and 3 students                                                        are both put into effect, the pro-                                            need to be better understood and
out of the bottom quintile classes                                                       gram's success rate would increase                                            that are candidates for scrutiny and
and into the top two quintiles. Even                                                     by 193%; the cost per student-                                                change. Once exceptions have been
assuming that program money                                                              success would drop by 64%; and                                                identified, though, the purpose of
follows the kids and overall spending                                                    the program's yield would increase                                            management information is not to
remains at $2 million the pro-                                                          from 2.3 to 6.3 successes- per-                                               answer the question quot;what really
gram's success rate almost doubles                                                       $10,000, a jump of 176%!                                                      happened?quot;but rather, quot;who am I
to 13%; the cost per student-success                                                                                                                                   going to call?quot; As was illustrated in
                                                                                         If, then, we had in our possession
has dropped by 50%; and the                                                                                                                                            the above thought experiment, the
                                                                                         Learning Delta data that allowed us
program's yield has doubled from                                                                                                                                       critical first step is to identify
                                                                                         to rank classrooms/teachers in order
2.3 to 4.6 student-successes per                                                                                                                                       exceptions either based upon
                                                                                         of average actual Learning Delta per
$10,000. (See table in Appendix C                                                                                                                                      specific criteria or using a normative
                                                                                         class, we could modify the allocation
for detail.)                                                                                                                                                           approachas in the examples
                                                                                         of students to teachers and/or
                                                                                                                                                                       above.
                                                                                         enhance the skills of the low per-
In the third scenario we extend the                                                      forming teachers in order to increase
                                                                                                                                                                       Unlike impact studies, the purpose
                                                                                                                                                                         of performance management
                                                                                                                                                                         information is not to produce
 Figure 5                                                                                                                                                                scientifically precise analyses of
                                                                         Summary of Scenarios
                                                                                                                                                                         efficient causes. Instead, perfor-
                                            4500                                                                                       70.00
                                                                                                                                                                         mance measures and manage-
                                                                                                                                                                         ment information, to be of value,
                                            4000
                                                                                                                                       60.00
                                                                                                                                                                         must support real-time navigation
 Number of Successes / $ Cost per Success




                                                                                                                                                                         in the sense of providing near
                                            3500

                                                                                                                                                                         immediate feedback on and
                                                                                                                                       50.00
                                            3000
                                                                                                                                                                         control over speed, course, and
                                                                                                                                               Successes per $10,000




                                                                                                                                                                         resource consumption. So
                                                                                                                                       40.00
                                            2500
                                                                                                                                                                         because performance measure-
                                                                                                                                                                         ment is very much like a steering
                                            2000
                                                                                                                                       30.00
                                                                                                                                                                         wheel in a car, it needs to be
                                                                                                                                                                         attached to and a part of a
                                            1500
                                                                                                                                       20.00
                                                                                                                                                                         school's everyday processes.
                                            1000
                                                                                                                                                                         Otherwise, teachers and school
                                                                                                                                       10.00
                                                                                                                                                                         leaders cannot steer around
                                            500

                                                                                                                                                                         obstacles; they can only drive
                                                                                                                                                                         into them, and then file an
                                              0                                                                                        0.00
                                                   Base Case            Scenario 2             Scenario 3        Scenarios 2 + 3
                                                                                                                                                                         accident report later.
                                                    Student Successes     Students Successes per $10,000    Cost per Student Success
Page 6

                                          model), which need to be improved,                     3. Do our measures lead us to
Learning Delta Supports a Manage-
                                          and which represent performance                           actions that improve perform-
rial Approach to Education Im-
                                          beyond what we thought we could                           ance?
provement
                                          produce?
                                                                                                 4. What is our track record vis a vis
A managerial approach to education                                                                  these standards?
                                          At a minimum, a managerial ap-
improvement asks different ques-
                                          proach to education improvement                        5. Are we improving?
tions about schools than a curricu-
                                          requires answers to five key ques-
lum-based reform or one based
                                          tions:                                                 The key elements of a managerial
upon community outreach, etc. But
                                                                                                 model for education improvement is
the answers to the managerial
                                          1. What are the standards that                         the subject of another paper, but
questions can be critical to the
                                             represent how we expect educa-                      some of the important considera-
success of these other reforms. For
                                             tional processes to perform?                        tions are listed in Figure 6.
example, which attributes of a
classroom's, a school's, or a school      2. How do we measure actual
                                                                                                 Learning Delta, as one top-level
system's performance are what we             performance against these stan-                     performance measure, is a first-level
expect (under a particular reform            dards?                                              response to these questions no
                                                                                                     matter what other type of reform
                                                                                                     is being pursued. We know, for
                                                                                                     example, that a rising fifth grader
 Figure 6
                                                                                                     who reads at a third grade level
 Key Performance
                                                                                                     must progress more quickly
 Management Questions                                Selected Specifics                              than other fifth graders in order
                                                                                                     to meet the standard for reading
                                   •   Processes include student grouping, curriculum
 1.   What are the standards
                                                                                                     competence by the end of fifth
                                       planning, lesson planning, instruction delivery, class-
      that represent how we ex-        work/homework assignments, tutoring, testing, stu-
                                                                                                     grade. We can express that
                                       dent performance planning, parent communication,
      pect educational proc-
                                                                                                     requirement as a Learning Delta
                                       etc.
      esses to perform?
                                                                                                     like quot;150 points per term.quot; At
                                   •   What are the reform-related or other standards that
                                                                                                     an interim point in the school
                                       correspond to each of the educational processes
                                       above? Are they widely publicized and/or formally
                                                                                                     year we can identify students or
                                       adopted?
                                                                                                     classrooms who are progressing
                                                                                                     too slowly, and we may be able
                                   •   Are there data capture mechanisms in place that
 2.   How do we measure ac-
                                                                                                     to apply additional interventions
                                       support performance measures?
      tual performance against
                                                                                                     to accelerate them to a success-
                                   •   Are they fact-based, objective, and timely?
      these standards?
                                                                                                     ful conclusion. Or we may find
                                   •   Are they efficient to use and non-disruptive to
                                       teaching?
                                                                                                     that the original interventions
                                                                                                     prescribed by the reform model
                                   •                                                                 in use were never implemented
                                       Are measures captured and reported frequently
 3.   Do our measures allow us
                                       enough and with adequate turn-around to enable cor-
                                                                                                     in certain classrooms. In either
      to improve performance?          rective action?
                                                                                                     case, by capturing and analyzing
                                   •   Are measures specific enough to enable positive
                                                                                                     Learning Delta data to identify
                                       identification of the people and/or processes needing
                                       improvement?
                                                                                                     exceptions, school leaders can
                                   •   Are measures specific enough to enable positive
                                                                                                     do two things: a) reduce the
                                       identification of people and/or processes demonstrat-
                                                                                                     cost of observing (i.e. inspecting)
                                       ing excellence?
                                                                                                     classes that are already meeting
                                                                                                     performance standards, and b)
                                   •   Is there a store of historical measurement data
 4.   What is our track record
                                                                                                     build their fact-base regarding
                                       allowing for trend analysis?
      vis a vis these standards?
                                   •                                                                 what works and what doesn't in
                                       What are the performance trends versus key
                                       educational processes and standards?
                                                                                                     practice. Using this fact-base,
                                                                                                     schools will be able to make
                                   •   Are there clearly articulated improvement goals and
                                                                                                     sustainable, repeatable im-
 5.   Are we improving?
                                       objectives?
                                                                                                     provements to classroom and
                                   •   Are they being or have they been met?
                                                                                                     school-wide processes that raise
Page 7

performance for the future. In other
words, we can improve the state of
education if we move beyond the
quot;random acts of progressquot; too often
seen in K-12 schools to data-driven
decision-making that focuses on
actual learning progress and its
underlying drivers.

Maximizing Learning Progress by
Reducing Student Wait-States

Another important reason to adopt
the Learning Delta as an interim
performance measure is that it
provides a better means than annual
standardized tests for ensuring that
all students will make adequate
learning progress.iii Imagine a
school that has as its standard that
every student will achieve a Learning
Delta of 60 points per term. Such a
school would be different from                                                   it is almost useless if used in isola-
                                        These examples show how the
conventional schools in several ways:                                            tion. Publicly traded companies get
                                        problem of student quot;wait-statesquot; in
                                                                                 compared on ratios like Return On
• If an advanced student were to        conventional classrooms retard
                                                                                 Equity (ROE) and Price-Earnings
  score 80 out of 100 on a pre-test,    learning progress. Students who are
                                                                                 ratio (P/E), both of which require
  that studentand that student's       substantially above or below the
                                                                                 an earnings number. But the key
                                        class average in attainment are either
  teacher would not be able to                                                  drivers of ROE for a nationwide
                                        waiting for the class to catch up to
  meet the school's standard of 60
                                                                                 clothing retailer which are them-
                                        them, or waiting for someone to
  points per term of learning prog-
                                                                                 selves performance measuresare
                                        help them understand what is going
  ress. Because the student's
                                                                                 very different from those for finan-
                                        on. As shown in Figure 7, student
  maximum gain in that class is
                                                                                 cial services companies or car
                                        wait-states are the mirror image of
  only 20 points, it is up to the
                                                                                 manufacturers. If as investors all we
                                        the distribution of attainments in a
  teacher and the school to make a
                                                                                 had to compare the performance of
                                        classroom that was grouped by age.
  change to that student's place-
                                                                                 these disparate companies were raw
                                        Simply by using pre-tests and
  ment or curriculum, or adequate
                                                                                 earnings numbers, we'd be in trouble
                                        Learning Delta measures to proac-
  learning progress will not be
                                                                                 (…more trouble). However, we've
                                        tively manage learning progress,
  achieved.
                                                                                 still got to have accurate earnings
                                        student wait-states will be reduced
• Similarly, if a student scored 10                                              numbers! They are critical, but they
                                        and learning progress improved
                                                                                 are also just the beginning.
  out of 100 on a pre-test, it is un-   during a school year rather than
  likely that student would be able     one or two years later.                  The case for Learning Delta is the
  to achieve learning progress of
                                                                                 same: don’t mistake Learning Delta
  90 points in one term. In fact,
                                                                                 for the only measure of a school's
                                        Limitations
  that student's low score shows
                                                                                 instructional success. Schools, like
  that she/he is not in the right       Learning Delta, though, is not and       companies, are more complicated
  classroom to begin with. Some-        cannot be the single measure of          than that, and there are underlying
  thing needs to change if she/he       success of a classroom, school, or       drivers of Learning Delta that
  is to meet the school's learning      education reform program. Learning       should be measured and managed.
  progress standard. And it is up to    Delta as a measure behaves a lot like    And there are also other important
  the teacher and the school to         an earnings number for a commer-         top-level measures, like graduation
  change it.                            cial company. Earnings is a key          rates, that should be attended to.
                                        indicator of a company's health, but
Page 8

                                                as teamwork, culture, and be-
But, as with company earnings, we                                                      Conventional schools and class-
                                                havior.
need Learning Delta as a measure of                                                    rooms deliver instruction, post
the learning progress produced by                                                      assignments, collect and correct
                                           •    They create new information
teachers and schools because                                                          homework, and administer tests in
                                                flows that provide same-day            an entirely manual fashion. Manag-
learning progress is the very thing that
                                                feedback on key performance            ing the effectiveness of large num-
schools are supposed to produce. Without
                                                attributes. These feedback loops       bers of such classrooms eventually
such a measure, it is hard to imagine
                                                support teachers, students, and        becomes infeasible as a simple result
how teachers and schools can be
                                                parents in their roles by quickly      of increasing numbers of students
systematically managed and im-
                                                identifying exception condi-           and classes.
proved. On the other hand, perhaps
                                                tions and bringing responses to
it is because we have been muddling                                                    By failing to separate the negative
                                                bear so that the exceptions are
through without such a measure that                                                    effects of size from the positive
                                                brought into compliance with
schools have remained essentially                                                      effects of good management, the
                                                the school's predefined, pub-
unimproved over the last forty                                                         critics miss the opportunity we are
                                                lished, and acknowledged stan-
yearsin spite of the tripling of per                                                  presented with: high-performance
                                                dards.
pupil expendituresiv.                                                                  school management can be scaled-
                                           But high performanceas re-                 up if schools would only do what
                                           searched in Samuel Casey Carter's           the rest of the U.S. economy did
                                           the book No Excusesvis based               starting 20 years ago as a response to
Part 3: Putting the Learning
                                           largely on quot;management-by-walking-          growth: get digitized.
Delta into Practice
                                           aroundquot;. And it is as a result that
                                           high performance schooling is
We can identify high performance                                                       Digitize what?
                                           negatively correlated with school
schools because they are the ones
                                           size.
that produce greater than average                                                      Four or five years ago the excite-
Learning Deltas. And as with other                                                     ment about quot;cyber-schoolsquot; and the
                                           Critics of the quot;No Excusesquot; research
human enterprises, high perfor-                                                        quot;virtual classroomquot; was mostly
                                           often claim that the schools studied
mance schooling is largely a matter                                                    focused on distance learning and
                                           are statistical outliers that are irrele-
of good leaders providing sound                                                        how it enabled quot;anywhere, anytime
                                           vant to the problems of large
management using effective tech-                                                       learning,quot; i.e. the elimination of time
                                           schools because of the special
niques and systems. For example,                                                       and space as barriers to taking
                                           conditions involved, small size
KIPP Academy in Houston enrolls                                                        courses or earning degrees from off-
                                           among them. They ask, quot;What is the
fifth graders who for the most part                                                    campus locations. Subsequently,
                                           lesson of high performance school-
function at a third grade level. In the                                                educational institutions began to
                                           ing for the management of tens of
space of four years KIPP turns out                                                     discover the benefits to on-campus
                                           thousands of students rather than
ninth graders operating at a ninth                                                     students of on-line courses, and so
                                           hundreds?quot; And they conclude that
grade level--as defined by exclusive                                                   the quot;Web-enhanced campusquot;
                                           there is none.
preparatory schools. On average,                                                       became an object of enthusiasm in
                                           There are distinct diseconomies of
KIPP's students make 6 year's                                                          higher education. Accordingly, the
                                           scale at work and classic quot;locus of
academic progress in 4 year's time.                                                    major distributed-learning platforms
                                           controlquot; problems that stand in the         like Blackboard, WebCT, and Lotus
KIPPand other high performance            way of scaling up quot;No Excusesquot;              LearningSpace tried to provide on-
schools like it employ methods,           practices. Simply put, attempting to        line analogues to the blackboard, the
practices, tools and techniques that       duplicate quot;No Excusesquot; results using        lectern, the classroom discussion,
are different from those found in          quot;No Excusesquot; techniques in large            the student's raised hand, and so
ordinary schools. And they are well        school settings would require many          forth. As a result, the surrounding
managed by leaders who are em-             more principals and instructional           debate about quot;e-Learningquot; has
powered to do so. For example:             leaders quot;managing-by-walking-               mostly focused on whether an on-
                                           aroundquot; than school systems are             line class discussion is as good as the
•    They explicitly define common
                                           able or willing to pay for.                 face-to-face variety, or whether
     roles and standards for teachers,
                                                                                       listening to a lecture is as rich an
     students, and parents to play         But a well understood lesson from
                                                                                       experience on-line as it would be
     within well-defined processes         outside the education sector is that
                                                                                       actually sitting in a lecture hall.
     covering attendance, classwork,       even very effective manual processes
     homework, and testing, as well        break down under high volumes.
Page 9

The point I wish to make here about
quot;digitizingquot; the classroom is differ-       Figure 7
ent from the quot;virtual classroomquot;            Key Attributes of a Learning Delta Management System
discussion described above. Class-
rooms, schools, and school systems                                 •    Curriculum-Neutral  Accommodates whatever curriculum is
                                            1. Least
                                                                        already in use by a school. Does not impose a new one.
are enterprises, which–like others–            intrusive
                                                                   •    Pedagogy-Neutral  Does not require that classroom-based
are comprised of methods, practices,                                    teaching be replaced with computer-based instruction.
tools, techniques, processes, knowl-                               •    Ease-of-Use  Fits well with and supports classroom
edge and people. What needs to be                                       routines. Data capture and feedback mechanisms are user-
digitized in K-12 education are the                                     friendly.

classroom workflowswhich
                                                                   •
connect the teacher to the students,                                    Allows use of hardware with lowest total cost of ownership:
                                            2. Least
                                                                        handheld computers like Palm OS or Pocket PC devices.
parents, and the schoolso that                costly
                                                                   •    Minimizes requirement for network and/or centralized applica-
basic data on what is getting done                                      tion support though use of application-service-provider (ASP)
and what isn't can be used to man-                                      model.
age classroom performance and
                                                                   •
improve results. Capturing data like                                    Should automate the testing process from start-to-finish in
                                            3. Most
                                                                        order to relieve teachers of manual tasks and free up new time
Learning Gap, planned vs. actual               efficient                for teaching. Should not simply impose a new clerical process.
Learning Delta, and the like is both                               •    Should provide teachers with detailed, useful performance
necessary and desirable because it                                      analyses on demand in order to increase teacher and class-
enables instrumentation of the                                          room effectiveness.

classroom rather than virtualiza-
tion.
                                           first step to making that type of              when high-stakes tests are adminis-
Using digitized performance infor-         analysis-driven facilitation possible.         tered, but by then it is too late to
mation, school and district leaders                                                       improve outcomes for the students
can exercise anytime, anywhere,
                                                                                          being tested.
                                           Digitize How?
quot;line-of-sightquot; management of
bricks-and-mortar classrooms in            With digital mechanisms for meas-              To put into practice data-driven
much the same way as with virtual          uring the actual learning progress of          performance management based on
classrooms, but without the disrup-
                                           each student, schools could begin to           the Learning Delta alone, three key
tion of trying to deliver instruction
                                           correlate learning results to teaching         components are required:
in a new way. Digitizing the class-
                                           performance, rank classrooms
room to accomplish instrumenta-
                                           accordingly, and then scrutinize               •     A testing process producing
tion would enable broad-based
                                           classroom methods, tools and                         scales (scores) that have a de-
performance improvement through
                                           techniques to identify improvement
the regular use of on-line reporting                                                            fined (i.e. mapped) relationship
                                           actions. The current state in our
facilities and quot;drill-downquot; analysis to:                                                        to the curriculum, and which
                                           schools, though, is that very little                 produces measurements that
a)   identify the Master Teachers
                                           information comes out of class-                      extend above and below grade
     who are the exemplars of high
                                           rooms once the teachers and stu-                     level;
     performance that should be
                                           dents have gone in. As a result,
     emulated,                                                                            •     A database and data capture
                                           instructional leaders, administrators,
                                                                                                tools that track individual stu-
b) identify the classrooms and             and parents cannot tell on a daily,
                                                                                                dent scores and maintain links
   teachers needing help to im-            weekly, or monthly basis which
   prove their performance, and                                                                 to classes, teachers and schools;
                                           classrooms are on schedule and
                                                                                                and
                                           which are not, which curriculum
c)   bring the two groups together
                                           elements--new or old--work very
     so that expertise and experi-                                                        •     A reporting and analysis facility
                                           well or very poorly, or which stu-
     ence can be shared.                                                                        that supports the type of data-
                                           dents are functioning at grade-level,                driven decision-making illus-
That is a fitting role for school
                                           who have pulled ahead, and who                       trated above.
leaders and managers, and digitiz-
                                           have fallen behind. Eventually,
ing the classroom is the critical
                                           these questions may get answered
Page 10

These components comprise a                                                       the data fairly or constructively, the
                                        Change Management and People
minimum infrastructure for data-                                                  environment needs to change to
                                        Factors
driven performance improvement in                                                 address those fears and establish
schools that would relatively simple                                              common goals.
                                        Most importantly, though, a
to develop and implement. And for       Learning Delta Management                 In the case of schools, control of the
many schools having a system with       System can only enable perform-           environment is shared mostly
just these components would             ance improvement if the real solu-        between two groups: the teachers'
represent a logical, high-impact        tion is already in place: a concerted     unions and school administration. If
starting point for quot;getting digitalquot;
                                        and serious demand for meaningful         either one of these groups is op-
and starting to practice data-driven
                                        performance data from schools. That       posed to adopting a new system, it
decision-making. But for a school to
                                                                                  will most probably fail. Similarly, if
                                        has to come first, or anyone at-
obtain performance tracking and
                                                                                  it's not in the interest of these
                                        tempting to implement such a
management functionality in the
                                                                                  groups for learning performance
                                        system will likely fail.
educational software market often
                                                                                  management practices to take root
requires that an entire instructional   As experienced system implementers        and spread, then they will not. So
management system be pur-               can all attest, quot;people factorsquot; are      unlike smaller class size and in-
                                        often more decisive than a system's
chasedalong with substantial                                                     creased professional develop-
                                        design or features in determining the
amounts of quot;course-warequot; and
                                                                                  mentwhich probably benefit kids
                                        success or failure of a project. K-12
embedded curriculum that may not
                                                                                  in some ways and certainly benefit
                                        schools are no exception. Three
be appropriate or useable by class-
                                                                                  the adults performance measure-
                                        dimensions always need to be
room teachers. In addition, such
                                                                                  ment as a means of managing
                                        addressed:
systems require amounts of com-
                                                                                  schools is problematic because it has
puter hardware that many schools
                                        • Ability - Do the intended users         the clear potential to create winners
can ill afford. Taken together, these
                                          of a system have the training,          and losers. It increases the riskiness
attributes of vendor offerings
                                          time, and resources required to         of being a teacher or an administra-
represent substantial barriers to
                                          use it successfully?                    tor in a school that is not perform-
adoption by schools that compound
                                                                                  ing well, and so it is harder to win
the usual issues of cost, staff         • Willingness - Are the users of a        votes on the quot;willingnessquot; dimen-
training, and curriculum manage-          system willing to change how            sion, both among a school's teaching
ment.                                     they go about their jobs in order       staff and the groups in charge of the
                                          to use the system successfully?
The broad-based application of                                                    environment.
Learning Delta measures in schools      • Environment - Do system users           Of course, parents and communities
requires that a more focused and          believe that doing what it takes        have long wanted tools to measure
easier-to-implement Learning              to make the system successful           our children's absolute and relative
Delta Management System be                will be recognized and rewarded         educational progress, but they are
made available. To be broadly             as a positive achievement by the        not the ones being asked to change.
applicable in divers types of schools     groups that control the environ-        And they do not control the envi-
and communities it should:                ment?                                   ronment.
• Accommodate rather than               It turns out that the first two dimen-
  disrupt the established instruc-      sions, ability and willingness, are
  tional methods and materials,         heavily conditioned by the third:
                                        environment. For example, if a
• Be designed for very low total
                                        school's teaching staff are unable to
  cost of ownership, and
                                        implement a new learning manage-
• Provide teachers, students, and       ment system because they don't have
                                        the training or the release time to get
  parents with the usual and cus-
                                        the training, the environment needs
  tomary benefits of automation
                                        to change to accommodate those
  rather than creating additional
                                        needs. If a school's teaching staff
  work (see Figure 7).
                                        are opposed to a learning manage-
                                        ment system because they don't trust
                                        administrators/management to use
Page 11



                                         PRESS RELEASE (Excerpt)
Conclusion
                                         PALO ALTO, Calif., May 12 /PRNewswire/ -- NewSchools Venture Fund announced the launch
                                         of its new Performance Accelerator Fund, targeted at $20 million and designed to invest in ven-
There are signs of positive change,      tures that enhance the capacity of school systems to produce high levels of student achieve-
however. Because of the No Child         ment. . .
Left Behind Act and other factors,       quot;As districts work to increase student achievement, we must ensure that they have the tools they
the secular climate for learning         need to be successful,quot; said Kim Smith, co-founder and CEO of NewSchools Venture Fund. . .
performance measurement in               State and federal education policies are increasingly pushing for school systems to shift from
classrooms is probably better than it    compliance-driven organizations -- governed by rules, regulations and court orders -- to per-
                                         formance-based cultures focused on high student achievement. . .
has ever been. But ideology and
labor relations remain very high         . . .The ventures in the Performance Accelerator Fund will focus on developing people who know
                                         how to lead and teach in a performance-based environment; designing tools that give those
barriers to the success of data-driven   people the information they need to make good instructional decisions; and supporting practices
learning management within K-12          that promote and reinforce success. The Fund will identify, fund and build ventures that address
education.                               human capital -- including the recruitment, preparation and support of high-quality teachers and
                                         leaders -- and performance tools -- including information systems and assessment tools
                                         that enable teachers and leaders to make data-based decisions about their students' in-
One bellwether of this positive          struction. (emphasis added)
change may be the New Schools
Venture Funda leading venture
philanthropywho in their recent                                                           systemic improvement in K-12
                                         One particularly good chance to
press release point to a shift away                                                        schools is to transform the class-
                                         demonstrate the value of Learning
from schools being compliance-                                                             room into the atomic unit of data-
                                         Delta management is, then, is for the
driven organizations to perform-                                                           driven performance management.
                                         quot;managerial modelquot; of school
ance-based cultures focused on                                                             The first step is to digitize the
                                         improvement to be incubated inside
achievement.                                                                               classroom and to start using meas-
                                         a substantial education reform
                                                                                           ures like the Learning Delta to
Venture philanthropy-based educa-        program or EMO while the market
                                                                                           manage and improve school per-
tion reforms are in an excellent         for Learning Delta management
                                                                                           formance as a regular part of a
position to demonstrate the power        software and services develops. To
                                                                                           school's weekly routine.
for positive change that performance     be convincing, a demonstration of
measures like Learning Delta repre-      the managerial model needs to span
sent. Education management               multiple classrooms, schools, and
organizations (EMOs) like Edison         even school systems. It needs to
Schools and Chancellor Beacon            have shown its effectiveness on a
Academies are also in a position to      substantial scale in order to be a
make a positive impact. In fact,         candidate solution for the systemic
because they are for-profit and so       improvement of education in this
get criticized for diverting money       country (something that No Excuses
quot;away from the children,quot; they           schools cannot do).
should be strongly motivated to use
Learning Delta measures to en-
sure—and then later prove—that
                                                       *      *      *
they are doing a better job than
traditional schools. And so paying       Because improving the effectiveness
profits to shareholders is in some       of teachers can improve education
sense justified if it makes possible a   more than by any other single factor,
demonstrably better education for        our greatest opportunity to achieve
our kids.




 For more information contact:
          Gregory D. Luther, Founder and Principal ! High Delta Learning, LLC ! P.O. Box 398 ! Litchfield, CT 06759
                               tel: 860.567.8242 ! e-mail: greg_luther_ab82@post.harvard.edu
Page 11


                                                                 Appendix A

EXAMPLE OF LEARNING DELTA DATA - Classroom A

                                 Mr. Smith
   Teacher Name:
                                       80
   Mastery Score:
                                       40 points per term
   Learning Delta Standard:

                                                                                                                                            Plan vs. Actual
                    Timeframe:              Aug                       Sep                       Oct                      Dec                Learning Delta
                                             Learning Gap /                  Interim                   Interim                   Final
                                            Planned Learning                Learning                  Learning                 Learning
                                                  Delta                       Delta                     Delta                    Delta        Aug - Dec
   Student                       Pre-Test                      Test 2                  Test 3                    Final Test
   Student 100                     39             41             47           24           61           34          82           43               2
   Student 101                     21             59             28           21           33           19          55           34              -25
   Student 102                     24             56             36           37           55           47          80           56               0
   Student 103                     55             25             57            6           72           25          95           40               15
   Student 104                     35             45             53           56           58           35          67           33              -13

   Class Average
   Test Score                      35                            44                        56                       76

   Class Average
   Learning Delta                                 45                          29                        64                       41


                                                                                                                                          Finished a
                         Class needs to                 Going too              Speeding
                                                                                                                                          little under
                          achieve this                   slowly!                to catch
                                                                                                                                               plan
                        average quot;speedquot;                                            up



                                                                                                                                41
   Teacher's Learning Delta Result for Term
                                                                                                                               40%
   % of Students Meeting Learning Delta Standard




   Teacher Inter-ranking
                                             Average Class
   Name                            Rank      Learning Delta    Quintile


      Hume                          1             72             Q1
      Hobbes                        2             68
      James                         3             66
      Locke                         4             60             Q2
      Descarte                      5             58
      Smith                         6             41
      Weber                         7             40             Q3
      Berkeley                      8             39
      Russell                       9             38
      Machievelli                  10             32             Q4
      Mosca                        11             22
      Michels                      12             18
      Rousseau                     13             16             Q5
      Nozick                       14             15
      Rawls                        15             15
Learning Delta White Paper  Greg Luther 2003
Learning Delta White Paper  Greg Luther 2003
Learning Delta White Paper  Greg Luther 2003
Learning Delta White Paper  Greg Luther 2003
Learning Delta White Paper  Greg Luther 2003

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Learning Delta White Paper Greg Luther 2003

  • 1. Data-Driven Decision-Making in K-12 Education: Using the Learning Delta to Manage for Results A High Delta Learning  White Paper Gregory D. Luther Founder and Principal High Delta Learning, LLC May, 2003
  • 2. Page 1 quot;…When you can measure what you are speaking about, and express it in numbers, you know something about it; but when you cannot measure it, when you cannot express it in numbers, your knowledge is of a meagre and unsatisfactory kind; it may be the beginning of knowledge, but you have scarcely in your thoughts advanced to the state of Science, whatever the matter may be.quot;  Lord Kelvin, 1884 sector. Typically, instead of em- In this paper I make a three-part Introduction ploying a quot;generally accepted argument: The emerging market for K-12 accounting principlequot; for learning education services is placing cities, measurement, there is a call for 1. More can be done to improve school districts, and parents into the outside research to assess or validate education by managing the ef- position of education consumers a program's salutary effects, to be fectiveness of teaching than by who have a growing need for performed using multivariate statis- any other single factor. accurate, understandable, and timely tical analysis and experimental 2. Using the Learning Delta to information on which to base their designs taken from social science measure learning progress is choices. Similarly, education phi- and clinical drug trials. In short, fundamental to managing and lanthropies have choices to make because schools do not measure improving the effectiveness of with regard to which reforms or their own performance, somebody education reform programs, innovations to back with their else has tousually at considerable schools, and teaching generally. financial resources. In the words of expense and with substantial delays the Thomas B. Fordham Founda- between the point of data capture 3. In order to implement Learning tion: and the reporting of results. Delta Management, classroom workflows must be digitized in In this paper I propose the Learn- Private individuals and organizations… order to enable the instrumen- ing Delta as a top-level perform- can spend their dollars exactly where tation of teaching and learning ance metric for schools. Learning they seek to do the most good. If they in schools. Delta is a measure of learning direct their money, energy, and influ- progress that captures each stu- ence toward the right targets. . . their dent's change in mastery for a given leverage will help move the system Part 1: Value-Added Testing period of time. In addition to itself. The philanthropic sector-America's and Teacher Effectiveness improving the manageability of unique blend of private organizations individual student progress, Learning There is already a substantial body with public-minded goals-has the Delta data can be aggregated to of empirical work from the state of freedom of action to push on the right arrive at progress measures for Tennessee that substantiates the pressure points, and it has clout that classrooms, entire schools, or school i importance and utility of collecting most parents lack . systems. Learning Deltas can be data on students' learning progress. But a critical difficulty facing educa- used to minimize the time students Together with the Tennessee Value- tion philanthropiesas well as cities, spend waiting for learning to hap- Added Assessment System school districts, and parentsis that pen. Perhaps most importantly, (TVAAS), Dr. William Sanders, at schools do not adequately account continuously accumulating and the University of Tennessee Value- for their primary product: learning. analyzing longitudinal Learning Added Research and Assessment Measuring and analyzing the impact Delta data for all students represents Center, found that of all the factors of reforms and innovations on an embedded research process that influencing the observed change in students' learning progress is a can inform and help to improve student test scores from year to year, problem because schools do not instruction in every classroom, teacher effectiveness was by far the employ performance measures and school, and school system that uses most powerful. management processes like enter- it. prises outside of the education
  • 3. Page 2 The TVAAS has been in use since progress being made in the class- material satisfactorily by the end of 1991. Every student in grades 2-8 is room. the term. tested each year in math, reading, language arts, science, and social Part 2: Using Learning Delta Data Discipline studies. Testing of high school (and An Illustration) students began in 1995. Each The quot;data disciplinequot; associated with student’s test results are compared Learning Delta is quite simple. Learning Delta is given as the to his or her scores from the previ- change in a student's mastery of an Step 1 - A quot;pre-testquot; is administered ous year, and the average score academic subject divided by the on or near the first day of class to increases of all the students taught change in time. Where Sanders' establish the baseline learning level by each teacher are reported to of each student. quot;value-addedquot; is a measure of administrators for use in evaluations academic distance, Learning Delta is • Pre-test questions are drawn and personnel decisions. a measure of speed, i.e. distance from the same set of test ques- tions that would appear on a final The headlines from Sanders' find- exam. A pre-test may also in- ings in Tennessee include the Figure 2 clude questions that represent followingii: prerequisite knowledge and knowledge that is advanced be- 1. The top quintile of teachers-- Learning Delta: yond the scope of the course. ranked according to their stu- the Rate of dents' average increase in test • A student's pre-test score is a Learning scores--raised their students’ measure of the subject knowl- Progress ∆ Mastery achievement test scores 39 per- edge they brought into the class Success centile points more than teachers with them. Rate from the bottom quintile. • Pre-test resultstagged to each ∆ Time 2. Teachers performing in the two student, to the specific subject units and skills being examined, lowest quintiles in Tennessee failed to produce any achieve- and to the teacher and classare divided by time, as shown in Figure recorded and/or stored. ment gains with most of their 2. The quot;distancequot; term can be students. thought of as a scale score that is • The difference between a stu- used in the same way as Sanders dent's pre-test score and the 3. The performance difference uses it. Time is measured in school score required to demonstrate between students having three terms. So if a course lasting one mastery in a subject. is their ini- consecutive teachers in the top tial Learning Gap, which also term is given a value of 100 points, one-fifth of the ranking and serves as the Planned Learning and a student masters half of the three in the bottom one-fifth was Delta for that student. units making up that course in one 50 percentile points(!!). half of the academic term, then the Step 2 - As instruction progresses, 4. The teacher quality effect on student is proceeding at a pace of additional tests are administered on student performance was found 100 points per term and has a a weekly, bi-weekly, or monthly to be highly significant and larger Learning Delta of 100 (i.e. 50 points basis. Once again, each test is in size than any other factor-- ÷ 0.5 terms = 100 points/term). If effectively a final exam, and stu- including class size and quot;hetero- dents' scores reflect their new level on the other hand, the student has geneity.quot; of subject knowledge attained since only mastered curriculum units the beginning of the term. worth 30 points by the mid-term, In Dr. Sanders view, then, quot;…more that student has a Learning Delta of Step 3 - At the time of each assess- can be done to improve education 60 (i.e. 30 points ÷ 0.5 terms = 60 ment Learning Delta figures are by improving the effectiveness of points/term), and unless she/he calculated for each student and the teachers than by any other single increase their Learning Delta to 140, average is calculated for the class as factor.quot; And the key to that effort she/he will not complete the course a whole. is collecting data on the learning
  • 4. Page 3 • As interim Learning Deltas are Thought Figure 3 measured, the students, teachers, Experiment and parents can see if adequate % of Number of Students Out of 7,000 Students in Population Students Below Grade progress is being made to the Reform Program What follows Level goal of mastery, and if not, they is a quot;thought Group 1 - Reading at Grade can adjust course while there is Level (at 50th %ile or above) experimentquot; 78.9% 5,523 still time. and illustra- Group 2 - About One Year Behind (assume they score tion of why • Students who are progressing too around 20%ile) 11.7% 819 819 data on slowly will have low Learning Group 3 - About Two Years students' Deltas that identify them for Behind (assume they score special assistance or motivating. learning around 10%ile) 9.4% 658 658 progress • Students who are moving much Total 7,000 1,577 should be faster than the rest of the group used to drive will have high Learning Deltas decision-making in education that identify them for additional The experiment involves applying philanthropy. The example I will use quot;enrichmentquot; work or accelera- some of the findings from the work is based on an actual philanthropy- tion into a more advanced class. of Dr. William Sanders and TVAAS funded reading reform program to this sample education philan- A key difference between the (with some of the details disguised) thropy program and posing the Learning Delta and quot;value-addedquot; in a state where roughly one out of following questions: measures is that Learning Delta is every five students in the target designed to be a frequent measure population fail to achieve quot;profi- that enables the teacher and school • What if we measured the Learning cientquot; status on the state's reading leaders to make immediate-term Deltas being produced by teachers tests, and about one in ten demon- course corrections in every class- participating in a philanthropy-funded strate only quot;minimalquot; reading ability. room. The quot;value-addedquot; measure education reform program by captur- For the purposes of this example, as used by TVAAS is a once-a-year ing data from the students on a the program covers 7,000 students measure that, as a result, is retro- monthly or quarterly basis? across 20 schools, and it costs about spective. Although it can give a $2 million per year to administer. reading on how a school performed • If Sanders' findings about teacher in the prior year, as any particular Figure 1 shows a simple cost-per- performance in Tennessee were school year progresses it provides success calculation for this pro- duplicated elsewhere, how would this less and less help with how to gramwhich may involve expendi- information enable us to increase the improve learning performance in tures on professional development, specific classrooms next week or quot;returnquot; of an education reform pro- specialized curricular materials, next month. gram or other innovation that is un- technology innovations, or all these derway? elements. Appendix A shows what Learning Delta data would look like over a term and how that allows classrooms Having made this calculation, the The Base Case and teachers to be grouped into question remaining for the donor to performance quintiles. Measures of learning progress are answer is, quot;Do you think $4000 per important because, as Sanders has student is a satisfactory num- shown, highly effective teachers ber?quot; In the event that the Figure 1 - Program Cost Per Success move their students along at a much donor is a venture-philanthropist Number of Students in Program 7,000 greater pace than average or below- with an especially keen interest Total Program Cost for One Year $2,000,000 average teachers. And the situation in results, the further question in any particular school is further may be, quot;Shall we continue Number of Students Meeting 500 complicated because the curricular Reading Standards Who Would- with this program or do n't Have Otherwise quot;distancequot; that must be covered in something else where the order to meet standards of compe- Program Cost per Student- $4,000 impact may be greater?quot; Success tency can vary greatly from one student to another.
  • 5. Page 4 school year. Figure 4 Quintile 3 teachers accomplish some Base Case improvement, but Q 1+2 Q3 Q4 Q5 Total not enough to bring $3,000,000 1500 their students up to standard (see table in Appendix B for $2,000,000 1000 detail). As a result of these combina- Write-off Yield = 4.1 Yield = 7.4 Yield = 2.3 tions of teacher $1,000,000 500 Number of Successes 132 effectiveness and Program Cost 132 328 student deficit, 164 0 164 $0 0 then, only 40% of 0 0 Q 1+2 Q3 Q4 Q5 Total Group 2 students ($400,000) ($400,000) ($400,000) will be brought up ($1,000,000) ($800,000) -500 to grade level, and only 20% of the Group 3 students. ($2,000,000) -1000 ($2,000,000) Overall, based on Sanders' findings in ($3,000,000) -1500 Tennessee, only Teacher Performance Quintiles 7% of the 7,000 Program Cost Group 2 Students Group 3 Students students in this program are likely to be counted as Case graphic in Figure 4 shows the successes at the end of the year As shown in Figure 3, because 20% effect of the differing levels of (i.e. students who met the statewide of students in the reform program teacher effectiveness predicted from reading standard who would not we are looking at score below Sanders' findings for students who have otherwise). The cost per quot;proficientquot; status on the state's are one and two years behind in student-success will, therefore, come reading tests and about 10% demon- their reading skills. Specifically, in at about $4,400 and the return can strate only quot;minimalquot; reading ability, teachers in the bottom two quintiles be thought of as 2.3 successes-per- we get roughly 1,500 students out of do not produce any improvement, $10,000 quot;investedquot; by the philan- the 7,000 who are functioning below and there is a 39 percentile point thropy. grade-level. difference in results between quin- tiles 3 through 5, which is assumed For the purposes of this illustration However, as shown in the figure, to be distributed evenly across these we then assume that the 800+ analyzing results according to quintiles. So Quintile 5 teachers Group 2 students that scored performance quintile makes certain produce gains of 39%ile points in quot;BASICquot; on the statewide compe- program improvement actions their students; Quintile 4 teachers tency test are one year behind, and immediately obvious. For example, produce gains of 26%ile points; and the remaining Group 3 students who the yield achieved by Quintile 5 Quintile 3 teachers produce gains of scored quot;MINIMALquot; are two years teachers is 7.4 successes- per- behind. To represent a typical 13%ile points in their students. $10,000, and the Quintile 4 yield is heterogeneous classroom these 4.1. But over half of the $2 million student groups are distributed Under these conditions, when program cost was spent on class- uniformly across all the teacher combined with the children's varying rooms that produced no suc- quintiles. levels of skill deficit, only Quintile 4 cesses. What if actions were taken and 5 teachers are likely to suc- The implications of the Sanders to either a) increase the effective- ceed in bringing students up to findings for these 1,500 students is ness of lower quintile teachers, or b) grade level by the end of the what is most interesting. The Base move more Group 2 and 3 students
  • 6. Page 5 the program's impact and yield. In into quintile 4 and 5 classrooms? In program's reading interventions into the absence of such data, though, addition, there are borderline cases the next grade in order to finish the proactive management of this type is (the yellow cells in the Base Case job that was started with the border- much harder because decisions table in Appendix B) where some line students. This timeassuming depend on a chain of personal improvement was seen, but not that spending increases proportion- observations, opinions, and judge- enough to meet the proficiency ally by 4% to $2.08 millionthe ments, which without hard data to standard. What if additional funds program's success rate increases by back them up, more often get were spent to extend the program 64%; the cost per student-success translated into politics rather than and put those kids across the finish drops by 37%; and the program's action. line? yield has increased from 2.3 to 3.6 successes-per-$10,000. (See table in Managing with the Learning Delta Appendix D for detail.) What-If Scenarios The point of management informa- As shown in Figure 5 (and in Ap- tion, like the Learning Delta, is to The second scenario in this experi- pendix E), if scenarios two and three identify and target the areas that ment moves Group 2 and 3 students are both put into effect, the pro- need to be better understood and out of the bottom quintile classes gram's success rate would increase that are candidates for scrutiny and and into the top two quintiles. Even by 193%; the cost per student- change. Once exceptions have been assuming that program money success would drop by 64%; and identified, though, the purpose of follows the kids and overall spending the program's yield would increase management information is not to remains at $2 million the pro- from 2.3 to 6.3 successes- per- answer the question quot;what really gram's success rate almost doubles $10,000, a jump of 176%! happened?quot;but rather, quot;who am I to 13%; the cost per student-success going to call?quot; As was illustrated in If, then, we had in our possession has dropped by 50%; and the the above thought experiment, the Learning Delta data that allowed us program's yield has doubled from critical first step is to identify to rank classrooms/teachers in order 2.3 to 4.6 student-successes per exceptions either based upon of average actual Learning Delta per $10,000. (See table in Appendix C specific criteria or using a normative class, we could modify the allocation for detail.) approachas in the examples of students to teachers and/or above. enhance the skills of the low per- In the third scenario we extend the forming teachers in order to increase Unlike impact studies, the purpose of performance management information is not to produce Figure 5 scientifically precise analyses of Summary of Scenarios efficient causes. Instead, perfor- 4500 70.00 mance measures and manage- ment information, to be of value, 4000 60.00 must support real-time navigation Number of Successes / $ Cost per Success in the sense of providing near 3500 immediate feedback on and 50.00 3000 control over speed, course, and Successes per $10,000 resource consumption. So 40.00 2500 because performance measure- ment is very much like a steering 2000 30.00 wheel in a car, it needs to be attached to and a part of a 1500 20.00 school's everyday processes. 1000 Otherwise, teachers and school 10.00 leaders cannot steer around 500 obstacles; they can only drive into them, and then file an 0 0.00 Base Case Scenario 2 Scenario 3 Scenarios 2 + 3 accident report later. Student Successes Students Successes per $10,000 Cost per Student Success
  • 7. Page 6 model), which need to be improved, 3. Do our measures lead us to Learning Delta Supports a Manage- and which represent performance actions that improve perform- rial Approach to Education Im- beyond what we thought we could ance? provement produce? 4. What is our track record vis a vis A managerial approach to education these standards? At a minimum, a managerial ap- improvement asks different ques- proach to education improvement 5. Are we improving? tions about schools than a curricu- requires answers to five key ques- lum-based reform or one based tions: The key elements of a managerial upon community outreach, etc. But model for education improvement is the answers to the managerial 1. What are the standards that the subject of another paper, but questions can be critical to the represent how we expect educa- some of the important considera- success of these other reforms. For tional processes to perform? tions are listed in Figure 6. example, which attributes of a classroom's, a school's, or a school 2. How do we measure actual Learning Delta, as one top-level system's performance are what we performance against these stan- performance measure, is a first-level expect (under a particular reform dards? response to these questions no matter what other type of reform is being pursued. We know, for example, that a rising fifth grader Figure 6 who reads at a third grade level Key Performance must progress more quickly Management Questions Selected Specifics than other fifth graders in order to meet the standard for reading • Processes include student grouping, curriculum 1. What are the standards competence by the end of fifth planning, lesson planning, instruction delivery, class- that represent how we ex- work/homework assignments, tutoring, testing, stu- grade. We can express that dent performance planning, parent communication, pect educational proc- requirement as a Learning Delta etc. esses to perform? like quot;150 points per term.quot; At • What are the reform-related or other standards that an interim point in the school correspond to each of the educational processes above? Are they widely publicized and/or formally year we can identify students or adopted? classrooms who are progressing too slowly, and we may be able • Are there data capture mechanisms in place that 2. How do we measure ac- to apply additional interventions support performance measures? tual performance against to accelerate them to a success- • Are they fact-based, objective, and timely? these standards? ful conclusion. Or we may find • Are they efficient to use and non-disruptive to teaching? that the original interventions prescribed by the reform model • in use were never implemented Are measures captured and reported frequently 3. Do our measures allow us enough and with adequate turn-around to enable cor- in certain classrooms. In either to improve performance? rective action? case, by capturing and analyzing • Are measures specific enough to enable positive Learning Delta data to identify identification of the people and/or processes needing improvement? exceptions, school leaders can • Are measures specific enough to enable positive do two things: a) reduce the identification of people and/or processes demonstrat- cost of observing (i.e. inspecting) ing excellence? classes that are already meeting performance standards, and b) • Is there a store of historical measurement data 4. What is our track record build their fact-base regarding allowing for trend analysis? vis a vis these standards? • what works and what doesn't in What are the performance trends versus key educational processes and standards? practice. Using this fact-base, schools will be able to make • Are there clearly articulated improvement goals and sustainable, repeatable im- 5. Are we improving? objectives? provements to classroom and • Are they being or have they been met? school-wide processes that raise
  • 8. Page 7 performance for the future. In other words, we can improve the state of education if we move beyond the quot;random acts of progressquot; too often seen in K-12 schools to data-driven decision-making that focuses on actual learning progress and its underlying drivers. Maximizing Learning Progress by Reducing Student Wait-States Another important reason to adopt the Learning Delta as an interim performance measure is that it provides a better means than annual standardized tests for ensuring that all students will make adequate learning progress.iii Imagine a school that has as its standard that every student will achieve a Learning Delta of 60 points per term. Such a school would be different from it is almost useless if used in isola- These examples show how the conventional schools in several ways: tion. Publicly traded companies get problem of student quot;wait-statesquot; in compared on ratios like Return On • If an advanced student were to conventional classrooms retard Equity (ROE) and Price-Earnings score 80 out of 100 on a pre-test, learning progress. Students who are ratio (P/E), both of which require that studentand that student's substantially above or below the an earnings number. But the key class average in attainment are either teacher would not be able to drivers of ROE for a nationwide waiting for the class to catch up to meet the school's standard of 60 clothing retailer which are them- them, or waiting for someone to points per term of learning prog- selves performance measuresare help them understand what is going ress. Because the student's very different from those for finan- on. As shown in Figure 7, student maximum gain in that class is cial services companies or car wait-states are the mirror image of only 20 points, it is up to the manufacturers. If as investors all we the distribution of attainments in a teacher and the school to make a had to compare the performance of classroom that was grouped by age. change to that student's place- these disparate companies were raw Simply by using pre-tests and ment or curriculum, or adequate earnings numbers, we'd be in trouble Learning Delta measures to proac- learning progress will not be (…more trouble). However, we've tively manage learning progress, achieved. still got to have accurate earnings student wait-states will be reduced • Similarly, if a student scored 10 numbers! They are critical, but they and learning progress improved are also just the beginning. out of 100 on a pre-test, it is un- during a school year rather than likely that student would be able one or two years later. The case for Learning Delta is the to achieve learning progress of same: don’t mistake Learning Delta 90 points in one term. In fact, for the only measure of a school's Limitations that student's low score shows instructional success. Schools, like that she/he is not in the right Learning Delta, though, is not and companies, are more complicated classroom to begin with. Some- cannot be the single measure of than that, and there are underlying thing needs to change if she/he success of a classroom, school, or drivers of Learning Delta that is to meet the school's learning education reform program. Learning should be measured and managed. progress standard. And it is up to Delta as a measure behaves a lot like And there are also other important the teacher and the school to an earnings number for a commer- top-level measures, like graduation change it. cial company. Earnings is a key rates, that should be attended to. indicator of a company's health, but
  • 9. Page 8 as teamwork, culture, and be- But, as with company earnings, we Conventional schools and class- havior. need Learning Delta as a measure of rooms deliver instruction, post the learning progress produced by assignments, collect and correct • They create new information teachers and schools because homework, and administer tests in flows that provide same-day an entirely manual fashion. Manag- learning progress is the very thing that feedback on key performance ing the effectiveness of large num- schools are supposed to produce. Without attributes. These feedback loops bers of such classrooms eventually such a measure, it is hard to imagine support teachers, students, and becomes infeasible as a simple result how teachers and schools can be parents in their roles by quickly of increasing numbers of students systematically managed and im- identifying exception condi- and classes. proved. On the other hand, perhaps tions and bringing responses to it is because we have been muddling By failing to separate the negative bear so that the exceptions are through without such a measure that effects of size from the positive brought into compliance with schools have remained essentially effects of good management, the the school's predefined, pub- unimproved over the last forty critics miss the opportunity we are lished, and acknowledged stan- yearsin spite of the tripling of per presented with: high-performance dards. pupil expendituresiv. school management can be scaled- But high performanceas re- up if schools would only do what searched in Samuel Casey Carter's the rest of the U.S. economy did the book No Excusesvis based starting 20 years ago as a response to Part 3: Putting the Learning largely on quot;management-by-walking- growth: get digitized. Delta into Practice aroundquot;. And it is as a result that high performance schooling is We can identify high performance Digitize what? negatively correlated with school schools because they are the ones size. that produce greater than average Four or five years ago the excite- Learning Deltas. And as with other ment about quot;cyber-schoolsquot; and the Critics of the quot;No Excusesquot; research human enterprises, high perfor- quot;virtual classroomquot; was mostly often claim that the schools studied mance schooling is largely a matter focused on distance learning and are statistical outliers that are irrele- of good leaders providing sound how it enabled quot;anywhere, anytime vant to the problems of large management using effective tech- learning,quot; i.e. the elimination of time schools because of the special niques and systems. For example, and space as barriers to taking conditions involved, small size KIPP Academy in Houston enrolls courses or earning degrees from off- among them. They ask, quot;What is the fifth graders who for the most part campus locations. Subsequently, lesson of high performance school- function at a third grade level. In the educational institutions began to ing for the management of tens of space of four years KIPP turns out discover the benefits to on-campus thousands of students rather than ninth graders operating at a ninth students of on-line courses, and so hundreds?quot; And they conclude that grade level--as defined by exclusive the quot;Web-enhanced campusquot; there is none. preparatory schools. On average, became an object of enthusiasm in There are distinct diseconomies of KIPP's students make 6 year's higher education. Accordingly, the scale at work and classic quot;locus of academic progress in 4 year's time. major distributed-learning platforms controlquot; problems that stand in the like Blackboard, WebCT, and Lotus KIPPand other high performance way of scaling up quot;No Excusesquot; LearningSpace tried to provide on- schools like it employ methods, practices. Simply put, attempting to line analogues to the blackboard, the practices, tools and techniques that duplicate quot;No Excusesquot; results using lectern, the classroom discussion, are different from those found in quot;No Excusesquot; techniques in large the student's raised hand, and so ordinary schools. And they are well school settings would require many forth. As a result, the surrounding managed by leaders who are em- more principals and instructional debate about quot;e-Learningquot; has powered to do so. For example: leaders quot;managing-by-walking- mostly focused on whether an on- aroundquot; than school systems are line class discussion is as good as the • They explicitly define common able or willing to pay for. face-to-face variety, or whether roles and standards for teachers, listening to a lecture is as rich an students, and parents to play But a well understood lesson from experience on-line as it would be within well-defined processes outside the education sector is that actually sitting in a lecture hall. covering attendance, classwork, even very effective manual processes homework, and testing, as well break down under high volumes.
  • 10. Page 9 The point I wish to make here about quot;digitizingquot; the classroom is differ- Figure 7 ent from the quot;virtual classroomquot; Key Attributes of a Learning Delta Management System discussion described above. Class- rooms, schools, and school systems • Curriculum-Neutral  Accommodates whatever curriculum is 1. Least already in use by a school. Does not impose a new one. are enterprises, which–like others– intrusive • Pedagogy-Neutral  Does not require that classroom-based are comprised of methods, practices, teaching be replaced with computer-based instruction. tools, techniques, processes, knowl- • Ease-of-Use  Fits well with and supports classroom edge and people. What needs to be routines. Data capture and feedback mechanisms are user- digitized in K-12 education are the friendly. classroom workflowswhich • connect the teacher to the students, Allows use of hardware with lowest total cost of ownership: 2. Least handheld computers like Palm OS or Pocket PC devices. parents, and the schoolso that costly • Minimizes requirement for network and/or centralized applica- basic data on what is getting done tion support though use of application-service-provider (ASP) and what isn't can be used to man- model. age classroom performance and • improve results. Capturing data like Should automate the testing process from start-to-finish in 3. Most order to relieve teachers of manual tasks and free up new time Learning Gap, planned vs. actual efficient for teaching. Should not simply impose a new clerical process. Learning Delta, and the like is both • Should provide teachers with detailed, useful performance necessary and desirable because it analyses on demand in order to increase teacher and class- enables instrumentation of the room effectiveness. classroom rather than virtualiza- tion. first step to making that type of when high-stakes tests are adminis- Using digitized performance infor- analysis-driven facilitation possible. tered, but by then it is too late to mation, school and district leaders improve outcomes for the students can exercise anytime, anywhere, being tested. Digitize How? quot;line-of-sightquot; management of bricks-and-mortar classrooms in With digital mechanisms for meas- To put into practice data-driven much the same way as with virtual uring the actual learning progress of performance management based on classrooms, but without the disrup- each student, schools could begin to the Learning Delta alone, three key tion of trying to deliver instruction correlate learning results to teaching components are required: in a new way. Digitizing the class- performance, rank classrooms room to accomplish instrumenta- accordingly, and then scrutinize • A testing process producing tion would enable broad-based classroom methods, tools and scales (scores) that have a de- performance improvement through techniques to identify improvement the regular use of on-line reporting fined (i.e. mapped) relationship actions. The current state in our facilities and quot;drill-downquot; analysis to: to the curriculum, and which schools, though, is that very little produces measurements that a) identify the Master Teachers information comes out of class- extend above and below grade who are the exemplars of high rooms once the teachers and stu- level; performance that should be dents have gone in. As a result, emulated, • A database and data capture instructional leaders, administrators, tools that track individual stu- b) identify the classrooms and and parents cannot tell on a daily, dent scores and maintain links teachers needing help to im- weekly, or monthly basis which prove their performance, and to classes, teachers and schools; classrooms are on schedule and and which are not, which curriculum c) bring the two groups together elements--new or old--work very so that expertise and experi- • A reporting and analysis facility well or very poorly, or which stu- ence can be shared. that supports the type of data- dents are functioning at grade-level, driven decision-making illus- That is a fitting role for school who have pulled ahead, and who trated above. leaders and managers, and digitiz- have fallen behind. Eventually, ing the classroom is the critical these questions may get answered
  • 11. Page 10 These components comprise a the data fairly or constructively, the Change Management and People minimum infrastructure for data- environment needs to change to Factors driven performance improvement in address those fears and establish schools that would relatively simple common goals. Most importantly, though, a to develop and implement. And for Learning Delta Management In the case of schools, control of the many schools having a system with System can only enable perform- environment is shared mostly just these components would ance improvement if the real solu- between two groups: the teachers' represent a logical, high-impact tion is already in place: a concerted unions and school administration. If starting point for quot;getting digitalquot; and serious demand for meaningful either one of these groups is op- and starting to practice data-driven performance data from schools. That posed to adopting a new system, it decision-making. But for a school to will most probably fail. Similarly, if has to come first, or anyone at- obtain performance tracking and it's not in the interest of these tempting to implement such a management functionality in the groups for learning performance system will likely fail. educational software market often management practices to take root requires that an entire instructional As experienced system implementers and spread, then they will not. So management system be pur- can all attest, quot;people factorsquot; are unlike smaller class size and in- often more decisive than a system's chasedalong with substantial creased professional develop- design or features in determining the amounts of quot;course-warequot; and mentwhich probably benefit kids success or failure of a project. K-12 embedded curriculum that may not in some ways and certainly benefit schools are no exception. Three be appropriate or useable by class- the adults performance measure- dimensions always need to be room teachers. In addition, such ment as a means of managing addressed: systems require amounts of com- schools is problematic because it has puter hardware that many schools • Ability - Do the intended users the clear potential to create winners can ill afford. Taken together, these of a system have the training, and losers. It increases the riskiness attributes of vendor offerings time, and resources required to of being a teacher or an administra- represent substantial barriers to use it successfully? tor in a school that is not perform- adoption by schools that compound ing well, and so it is harder to win the usual issues of cost, staff • Willingness - Are the users of a votes on the quot;willingnessquot; dimen- training, and curriculum manage- system willing to change how sion, both among a school's teaching ment. they go about their jobs in order staff and the groups in charge of the to use the system successfully? The broad-based application of environment. Learning Delta measures in schools • Environment - Do system users Of course, parents and communities requires that a more focused and believe that doing what it takes have long wanted tools to measure easier-to-implement Learning to make the system successful our children's absolute and relative Delta Management System be will be recognized and rewarded educational progress, but they are made available. To be broadly as a positive achievement by the not the ones being asked to change. applicable in divers types of schools groups that control the environ- And they do not control the envi- and communities it should: ment? ronment. • Accommodate rather than It turns out that the first two dimen- disrupt the established instruc- sions, ability and willingness, are tional methods and materials, heavily conditioned by the third: environment. For example, if a • Be designed for very low total school's teaching staff are unable to cost of ownership, and implement a new learning manage- • Provide teachers, students, and ment system because they don't have the training or the release time to get parents with the usual and cus- the training, the environment needs tomary benefits of automation to change to accommodate those rather than creating additional needs. If a school's teaching staff work (see Figure 7). are opposed to a learning manage- ment system because they don't trust administrators/management to use
  • 12. Page 11 PRESS RELEASE (Excerpt) Conclusion PALO ALTO, Calif., May 12 /PRNewswire/ -- NewSchools Venture Fund announced the launch of its new Performance Accelerator Fund, targeted at $20 million and designed to invest in ven- There are signs of positive change, tures that enhance the capacity of school systems to produce high levels of student achieve- however. Because of the No Child ment. . . Left Behind Act and other factors, quot;As districts work to increase student achievement, we must ensure that they have the tools they the secular climate for learning need to be successful,quot; said Kim Smith, co-founder and CEO of NewSchools Venture Fund. . . performance measurement in State and federal education policies are increasingly pushing for school systems to shift from classrooms is probably better than it compliance-driven organizations -- governed by rules, regulations and court orders -- to per- formance-based cultures focused on high student achievement. . . has ever been. But ideology and labor relations remain very high . . .The ventures in the Performance Accelerator Fund will focus on developing people who know how to lead and teach in a performance-based environment; designing tools that give those barriers to the success of data-driven people the information they need to make good instructional decisions; and supporting practices learning management within K-12 that promote and reinforce success. The Fund will identify, fund and build ventures that address education. human capital -- including the recruitment, preparation and support of high-quality teachers and leaders -- and performance tools -- including information systems and assessment tools that enable teachers and leaders to make data-based decisions about their students' in- One bellwether of this positive struction. (emphasis added) change may be the New Schools Venture Funda leading venture philanthropywho in their recent systemic improvement in K-12 One particularly good chance to press release point to a shift away schools is to transform the class- demonstrate the value of Learning from schools being compliance- room into the atomic unit of data- Delta management is, then, is for the driven organizations to perform- driven performance management. quot;managerial modelquot; of school ance-based cultures focused on The first step is to digitize the improvement to be incubated inside achievement. classroom and to start using meas- a substantial education reform ures like the Learning Delta to Venture philanthropy-based educa- program or EMO while the market manage and improve school per- tion reforms are in an excellent for Learning Delta management formance as a regular part of a position to demonstrate the power software and services develops. To school's weekly routine. for positive change that performance be convincing, a demonstration of measures like Learning Delta repre- the managerial model needs to span sent. Education management multiple classrooms, schools, and organizations (EMOs) like Edison even school systems. It needs to Schools and Chancellor Beacon have shown its effectiveness on a Academies are also in a position to substantial scale in order to be a make a positive impact. In fact, candidate solution for the systemic because they are for-profit and so improvement of education in this get criticized for diverting money country (something that No Excuses quot;away from the children,quot; they schools cannot do). should be strongly motivated to use Learning Delta measures to en- sure—and then later prove—that * * * they are doing a better job than traditional schools. And so paying Because improving the effectiveness profits to shareholders is in some of teachers can improve education sense justified if it makes possible a more than by any other single factor, demonstrably better education for our greatest opportunity to achieve our kids. For more information contact: Gregory D. Luther, Founder and Principal ! High Delta Learning, LLC ! P.O. Box 398 ! Litchfield, CT 06759 tel: 860.567.8242 ! e-mail: greg_luther_ab82@post.harvard.edu
  • 13. Page 11 Appendix A EXAMPLE OF LEARNING DELTA DATA - Classroom A Mr. Smith Teacher Name: 80 Mastery Score: 40 points per term Learning Delta Standard: Plan vs. Actual Timeframe: Aug Sep Oct Dec Learning Delta Learning Gap / Interim Interim Final Planned Learning Learning Learning Learning Delta Delta Delta Delta Aug - Dec Student Pre-Test Test 2 Test 3 Final Test Student 100 39 41 47 24 61 34 82 43 2 Student 101 21 59 28 21 33 19 55 34 -25 Student 102 24 56 36 37 55 47 80 56 0 Student 103 55 25 57 6 72 25 95 40 15 Student 104 35 45 53 56 58 35 67 33 -13 Class Average Test Score 35 44 56 76 Class Average Learning Delta 45 29 64 41 Finished a Class needs to Going too Speeding little under achieve this slowly! to catch plan average quot;speedquot; up 41 Teacher's Learning Delta Result for Term 40% % of Students Meeting Learning Delta Standard Teacher Inter-ranking Average Class Name Rank Learning Delta Quintile Hume 1 72 Q1 Hobbes 2 68 James 3 66 Locke 4 60 Q2 Descarte 5 58 Smith 6 41 Weber 7 40 Q3 Berkeley 8 39 Russell 9 38 Machievelli 10 32 Q4 Mosca 11 22 Michels 12 18 Rousseau 13 16 Q5 Nozick 14 15 Rawls 15 15