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Data-Driven College Counseling
Michael Discenza
Senior Data Scientist - SchooLinks
SchooLinks | A personalized college and career readiness solution
About Me
● Statistics B.A. + Statistics + Machine Learning M.A. @ Columbia
● Data & Accountability Team @ Success Academies Charter
Network in NYC
● Data Science @JPMorgan, @ RUN Ads (Digital ad targeting)
● Currently Data Science @ SchooLinks
About You?
Setting the Stage:
1) Story: What is a counselor’s
job?
2) Dunbar’s Number
What should you take away?
1) How being data driven counseling can help you in
counseling
2) Process/Framework to follow
3) Exposure and working knowledge of more advanced
techniques
What are your goals?
● Examples from folks that we work with:
○ Increase the number of students who have meaningful
post graduation plans
○ Increase college going rate
○ Close achievement gap in your school/district
○ College retention/completion (K-16 Accountability)
○ Better college fit: Increase percentage getting into top 3
college choices
What does being data-driven mean?
● In the business world:“Big data”
● How can we break that down?
a. Analytics: Providing unprecedented visibility into processes and
allows us to target interventions
b. Data-Driven Research: Powering research to uncover uncover
patterns that we don’t always spot on our own
0) Recordkeeping + memory aids: What you’re already doing
1) Analytics: Surfacing Analytics and data to indicate progress
2) Research: Learning new things about the process to help guide
your approaches
What does this mean for you?
1.1 Analytics to Quantify Goals and Progress
● Goals
● Goal Metrics
○ Outcomes (matriculation, retention)
● KPI - intermediate/progress tracking
○ Process metrics (setting up for success… completion date of
applications)
○ FAFSA Completion
○ PSAT/SAT/ACT, etc completion rates
○ College going mindset
○ Behavioral Analytics
(Operationalization)
(Operationalization)
● Best Practices:
○ Pay attention to ID space -know what your key is
○ Understand the data generating process
● FERPA?
1.2 Getting Data
Use Existing:
○ SIS data - grades, attendance,
participation -> CSV export
○ College tools such as SchooLinks
and Naviance, National College
Clearinghouse data
Collect your own:
○ Structured
activities/curriculum exposure
(what they do)
○ Surveys/Questionnaires (what
they say they do and what
they think)
1.4 What you do with that data
● Put it into regular reports, better yet dashboards
● Use it to suggest interventions and how to target
your efforts
○ Accountability for students - in well organized
data you can’t hide
○ Accountability for counselors - prioritization
2.1 Data Driven
Research
2.1 Plan
● Background research to make sure your question is a good one
for primary research:
○ can’t be more efficiently answered by reading it in a book or
elsewhere
● Make sure it will yield actionable insights
● Ensure data access/you will be able to complete the research
● List assumptions for validity
2.2 Experimenting + Gathering Data
● Two main types of data:
○ Outcome data (dependent variable) - college going rate,
students who were accepted into their top 3 choices
(combination of the KPI and the goal metrics we talked about
before)
○ Treatment data (independent variable) - curriculum they used,
programs/extracurricular at schools, sentiment as reported by
surveys
2.3 Preparing Data
● Combining data from different data sets: ID space (key)
○ Vlookup (Excel, Google sheets, Apple Numbers)
○ Joins - SQL, python, etc.
● Messy/missing data, outliers - what to include and not to
include?
● Visualizing data
2.4 Analyzing Data
● All about the relationship between the treatment data and the
outcome data.
● Conditional probability is the most complicated math you’ll
need and most of these dynamics are really early visualized with
graphs
● You can do all of this in excel
Background: ASCA’s Making Data Work has a good review of
percentages/probability, etc focused on giving counselors the
background to do this work
2.5 What to do with your findings:
● Apply them yourself
● Share them - if they’re worthwhile for you, they’re probably
worthwhile for the rest of your dept (ideally “generalizable”)
● Communicate them - for larger adoption across a Department
or funding
○ Graphs, writing, speaking
○ Keep it simple
3.1 Sample Project
Question: Does the new college planning self-study curriculum we used
over the past two years have an impact 4-year the college matriculation
rate?
Data Assets: SIS contains information about a student and whether they
matriculated to college. We also have separate records of the curriculum
students used (A - the original or B- the new one)
Assumptions?
3.2 Sample Data Prep
3.3 Sample Data Analysis
Students who had B achieved success at
33% whereas A achieved success at
22%
0 1
A 111 33
B 81 41
Two-way table:
4.0 Advanced Techniques
Concepts you should be aware of:
● Regression
● Classification
● Multivariate Analysis
● Causal Analysis
● Statistical Confidence (p values)
● Machine Learning
Goal: know how these are useful
Classification
Determining the class or group of a case
● Most common use case is binary
classification
● Many different statistical methods
(“families of models” can be used)
Example:
Predicted whether a student will fill out FAFSA for
by a certain date based on academic performance
Regression
Predicting continuous outcomes or
the average response/score for an
individual with x characteristics
● The way it works is we try to
identify the slope, average change
in y for a 1 unit change in x
● We can do this for linear and
nonlinear relationships
Example:
Predicting number of AP classes by house of
extracurricular activity per week
Multivariate Analysis
Incorporating more than one independent
variable, still only one response variable
● For classification and regression
● Think about the effect of one variable
controlling for all others
http://metabolomicsplatform.com/projects/gc-ms/
Example:
Predicted whether a student will fill out FAFSA for by a
certain date based on academic performance,
demographics, and survey data
Causal Analysis
Most of statistics is about correlation, sometimes
we want to have more evidence of causation- this is
a set of techniques that allows us to understand
causal connections
● Simplest technique is Propensity Score
Matching (PSM)
● Simulates random assignment to treatment
groups
P-values
Quantifying how certain you are that
your finding is a real finding
● Probability of seeing a result by
mere chance
● Dependent on sample size and
variability of you data
http://uk.cochrane.org/news/key-statistical-result-i
nterpretation-p-value-plain-english
Machine Learning
Representing all of the useful
knowledge/patterns in data and throwing
out the rest
● All about predictive accuracy vs.
statistics which is more about
assembling knowledge of the
underlying patterns that we study
● Supervised vs. Unsupervised Learning
● Many different methodologies:
decisions trees, bayesian learning,
deep learning, clustering, expectation
maximization
Additional Resources
Concluding Remarks
● Data skills - more about logic, domain knowledge, and posing
good questions rather than hard technical skills
● Get 80% of the way there with conditional probability
● Use tools to automate workflow and save time
● Ask questions... of your data, your vendors, colleagues, the
internet
Questions?
Contact Info:
Mike@schoolinks.com
SchooLinks | A personalized college and career readiness solution

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Data Driven College Counseling by SchooLinks

  • 1. Data-Driven College Counseling Michael Discenza Senior Data Scientist - SchooLinks SchooLinks | A personalized college and career readiness solution
  • 2. About Me ● Statistics B.A. + Statistics + Machine Learning M.A. @ Columbia ● Data & Accountability Team @ Success Academies Charter Network in NYC ● Data Science @JPMorgan, @ RUN Ads (Digital ad targeting) ● Currently Data Science @ SchooLinks About You?
  • 3. Setting the Stage: 1) Story: What is a counselor’s job? 2) Dunbar’s Number
  • 4. What should you take away? 1) How being data driven counseling can help you in counseling 2) Process/Framework to follow 3) Exposure and working knowledge of more advanced techniques
  • 5. What are your goals? ● Examples from folks that we work with: ○ Increase the number of students who have meaningful post graduation plans ○ Increase college going rate ○ Close achievement gap in your school/district ○ College retention/completion (K-16 Accountability) ○ Better college fit: Increase percentage getting into top 3 college choices
  • 6. What does being data-driven mean? ● In the business world:“Big data” ● How can we break that down? a. Analytics: Providing unprecedented visibility into processes and allows us to target interventions b. Data-Driven Research: Powering research to uncover uncover patterns that we don’t always spot on our own
  • 7. 0) Recordkeeping + memory aids: What you’re already doing 1) Analytics: Surfacing Analytics and data to indicate progress 2) Research: Learning new things about the process to help guide your approaches What does this mean for you?
  • 8. 1.1 Analytics to Quantify Goals and Progress ● Goals ● Goal Metrics ○ Outcomes (matriculation, retention) ● KPI - intermediate/progress tracking ○ Process metrics (setting up for success… completion date of applications) ○ FAFSA Completion ○ PSAT/SAT/ACT, etc completion rates ○ College going mindset ○ Behavioral Analytics (Operationalization) (Operationalization)
  • 9. ● Best Practices: ○ Pay attention to ID space -know what your key is ○ Understand the data generating process ● FERPA? 1.2 Getting Data Use Existing: ○ SIS data - grades, attendance, participation -> CSV export ○ College tools such as SchooLinks and Naviance, National College Clearinghouse data Collect your own: ○ Structured activities/curriculum exposure (what they do) ○ Surveys/Questionnaires (what they say they do and what they think)
  • 10. 1.4 What you do with that data ● Put it into regular reports, better yet dashboards ● Use it to suggest interventions and how to target your efforts ○ Accountability for students - in well organized data you can’t hide ○ Accountability for counselors - prioritization
  • 12. 2.1 Plan ● Background research to make sure your question is a good one for primary research: ○ can’t be more efficiently answered by reading it in a book or elsewhere ● Make sure it will yield actionable insights ● Ensure data access/you will be able to complete the research ● List assumptions for validity
  • 13. 2.2 Experimenting + Gathering Data ● Two main types of data: ○ Outcome data (dependent variable) - college going rate, students who were accepted into their top 3 choices (combination of the KPI and the goal metrics we talked about before) ○ Treatment data (independent variable) - curriculum they used, programs/extracurricular at schools, sentiment as reported by surveys
  • 14. 2.3 Preparing Data ● Combining data from different data sets: ID space (key) ○ Vlookup (Excel, Google sheets, Apple Numbers) ○ Joins - SQL, python, etc. ● Messy/missing data, outliers - what to include and not to include? ● Visualizing data
  • 15. 2.4 Analyzing Data ● All about the relationship between the treatment data and the outcome data. ● Conditional probability is the most complicated math you’ll need and most of these dynamics are really early visualized with graphs ● You can do all of this in excel Background: ASCA’s Making Data Work has a good review of percentages/probability, etc focused on giving counselors the background to do this work
  • 16. 2.5 What to do with your findings: ● Apply them yourself ● Share them - if they’re worthwhile for you, they’re probably worthwhile for the rest of your dept (ideally “generalizable”) ● Communicate them - for larger adoption across a Department or funding ○ Graphs, writing, speaking ○ Keep it simple
  • 17. 3.1 Sample Project Question: Does the new college planning self-study curriculum we used over the past two years have an impact 4-year the college matriculation rate? Data Assets: SIS contains information about a student and whether they matriculated to college. We also have separate records of the curriculum students used (A - the original or B- the new one) Assumptions?
  • 19. 3.3 Sample Data Analysis Students who had B achieved success at 33% whereas A achieved success at 22% 0 1 A 111 33 B 81 41 Two-way table:
  • 20. 4.0 Advanced Techniques Concepts you should be aware of: ● Regression ● Classification ● Multivariate Analysis ● Causal Analysis ● Statistical Confidence (p values) ● Machine Learning Goal: know how these are useful
  • 21. Classification Determining the class or group of a case ● Most common use case is binary classification ● Many different statistical methods (“families of models” can be used) Example: Predicted whether a student will fill out FAFSA for by a certain date based on academic performance
  • 22. Regression Predicting continuous outcomes or the average response/score for an individual with x characteristics ● The way it works is we try to identify the slope, average change in y for a 1 unit change in x ● We can do this for linear and nonlinear relationships Example: Predicting number of AP classes by house of extracurricular activity per week
  • 23. Multivariate Analysis Incorporating more than one independent variable, still only one response variable ● For classification and regression ● Think about the effect of one variable controlling for all others http://metabolomicsplatform.com/projects/gc-ms/ Example: Predicted whether a student will fill out FAFSA for by a certain date based on academic performance, demographics, and survey data
  • 24. Causal Analysis Most of statistics is about correlation, sometimes we want to have more evidence of causation- this is a set of techniques that allows us to understand causal connections ● Simplest technique is Propensity Score Matching (PSM) ● Simulates random assignment to treatment groups
  • 25. P-values Quantifying how certain you are that your finding is a real finding ● Probability of seeing a result by mere chance ● Dependent on sample size and variability of you data http://uk.cochrane.org/news/key-statistical-result-i nterpretation-p-value-plain-english
  • 26. Machine Learning Representing all of the useful knowledge/patterns in data and throwing out the rest ● All about predictive accuracy vs. statistics which is more about assembling knowledge of the underlying patterns that we study ● Supervised vs. Unsupervised Learning ● Many different methodologies: decisions trees, bayesian learning, deep learning, clustering, expectation maximization
  • 28. Concluding Remarks ● Data skills - more about logic, domain knowledge, and posing good questions rather than hard technical skills ● Get 80% of the way there with conditional probability ● Use tools to automate workflow and save time ● Ask questions... of your data, your vendors, colleagues, the internet
  • 29. Questions? Contact Info: Mike@schoolinks.com SchooLinks | A personalized college and career readiness solution