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Kansas City Teacher Residency
Case Study
Spring 2019
This is a report funded by the Ewing Marion Kauffman Foundation utilizing content and data from
multiple sources and external contributors. Every effort has been made to verify the accuracy of
the information contained in this report and is believed to be correct as of the publication date.
Nonetheless, this material is for informational purposes and you are solely responsible for
validating the applicability and accuracy of the information in any use you make of it.
2
Executive Summary
◼ In 2016, Ewing Marion Kauffman Foundation launched the Kansas City Teacher Residency
(KCTR), a program that recruits, certifies, and develops teachers in the Kansas City region.
◼ Led by Executive Director Charles King, KCTR has successfully launched and established a high-
quality and diverse teacher preparation program for the Kansas City Metro
◼ In late 2018, KCTR redesigned its program model to bring it in line with peer benchmarks and
ensure long-term impact and sustainability
◼ The new program features includes:
○ Strengthening partnerships: develop revenue-sharing agreements with Institute of
Higher Education, and increase district contribution and value to schools
○ Optimizing KCTR expenditure: differentiate resident and coaching support, maximize
coaching efficiency, and benchmark stipend with national peers
○ Exploring new revenue sources based on community needs
○ Gradually growing to full-scale, with continued monitoring of progress
◼ After implementing its new program model, KCTR’s per resident funding need will be $15k lower
than today, decreasing its total 5-year fundraising need by $4.6M
◼ KCTR will continue to refine its offering in order to bring more value to the sector and positively
affect Kansas City students
3
About KCTR
4
Since 2016, KCTR has been charged with high-quality preparation of
teachers in the Kansas City area
◼ KCTR is committed to increasing the number of quality classrooms that are available to
children in Kansas City, MO’s urban schools by training, coaching, and certifying effective
teachers. There is a need in Kansas City (and across the country) for highly-qualified educators
prepared and placed in urban schools.
◼ KCTR's mission is to recruit, develop, place, and retain mission-oriented individuals who want
to make a deep commitment to working in high need urban schools in the Kansas City area.
◼ KCTR welcomed its first resident cohort in Fall of 2016 and is now in the third year of operation.
◼ KCTR has provided a diverse pipeline of quality teachers; 45% of KCTR Residents and
Graduates are teachers of color, and 35% are male
5
Today, KCTR delivers a Residency +3 model
◼ Residents complete coursework during Residency Year and upon becoming teacher of record,
complete a Master’s Degree
◼ The model relies heavily on coaching from school-employed mentors and KCTR employed coaches;
employs a gradual release model
◼ Years 2-4 provide supports designed to improve practice and increase probability that the resident
stays in the classroom
◼ Graduates are expected to commit to remain in the classroom for the duration of the program
Resident Graduate
Year 2:
• First Year as Teacher of
Record
• Completing Master’s
Degree
• Summer Session
• Coaching Support
• Quarterly Professional
Learning Opportunities
Years 5+:
• Continued access to
KCTR’s network
• Opportunity to mentor
KCTR residents
• Access to ongoing
professional development
and resources
Years 3 & 4:
• Second Year and Third
Year as Teacher of Record
• Coaching & Professional
Learning Opportunities
Year 1:
• Residency year –
serving in classroom
with mentor teacher
• Coursework through
seminar and methods
classes
Alumn
6
To achieve the mission, we have established strong and meaningful
partnerships with a range of organizations
The Sherman
Family Foundation
The Oppenstein
Brothers Foundation
University of Missouri - Kansas
City (UMKC) is KCTR’s
University partner. Residents
have opportunity to earn a
master’s degree from UMKC.
KCTR is honored to be supported by local and national philanthropic partners. Generous
contributions sustain ongoing operational, program, and innovation work at KCTR.
National Center for Teacher
Residencies (NCTR) is KCTR’s
design partner, providing
research-based support
AmeriCorps is a network of
national service programs, that
aims to improve lives and
fostering civic engagement.
City Year is KCTR’s strategic
pipeline partner. Many City Year
alumni have matriculated into
KCTR’s residency program.
7
During school year 2018-2019, KCTR supported 50 residents and 60
graduates serving across 31 school sites
KCTR educators are prepared to teach in a range of elementary and middle schools, in
both district and charter school settings. The model is designed for flexibility.
When KCTR reaches scale in 2022, the residency program will develop 65 educators per
year. Completers of the program will be engaged as part of KCTR’s alumni network.
8
The supports that KCTR builds leads to long term benefits for school
systems and the communities served
KCTR’s Supports
Impact to Partner Schools
Recruitment
Source high-quality and
diverse teacher applicants
Coaching
Support new teachers during
critical learning period
Development
Continue to develop content and
pedagogical expertise for
graduates and mentors
Network
Lasting resources and
peer network in Kansas
City
Teacher Retention
87% of KCTR teachers have
stayed in the profession
Diversity
45% of KCTR residents are
teachers of color, 35% are male
Financial Benefits
Urban districts spend on
average >$20,000 per new
hire1; KCTR supports schools
in optimizing this cost
Source: 1) Learning Policy Institute
9
As KCTR approached maturity, it looked for support to refine the
business and financial model to ensure long term sustainability
The Opportunity
KCTR could engage in a strategic planning process to pressure test assumptions about its model, learn
from established peer organizations, and where needed, revise its model to align with practices that
both strengthen KCTR’s impact and promote long-term financial and organizational sustainability
Promising Market Signals
● KCTR has proven to be a valuable
education partner in Kansas City, building a
high-quality and diverse teacher pipeline
for high-need schools.
● There is an ongoing unmet need for
teachers in the region and KCTR is well
positioned to fill that gap.
● Residents and partner schools are mission-
aligned, and there’s strong demand to both
become and to hire KCTR educators.
Forward-Looking Challenges
● Since launch, KCTR relied heavily on a few
philanthropic donors, 87% of KCTR funding
came from philanthropy
● The program service model (i.e., supports
for educators) did not reflect the diverse
needs of residents and graduates and was
therefore, unnecessarily costly.While
valuable to partners, KCTR had not built a
business case that would help it to capture
a greater share of program revenues.
10
Phase I: Evaluate the Business Model
Phase II: Option Assessment & Plan
Development
October - November
● Conduct landscape analysis
● Engage stakeholder interviews
● Evaluate current-state financial model
● Benchmark like-minded organizations
● Identify high-leverage options for the
go-forward model
November - January
● Evaluate future state program options
● Draft business model
● Build financial model
● Discuss and decide on future state
business model
● Create implementation roadmap
KCTR engaged Bellwether Education Partners, a nonprofit consulting firm, to support
the strategic planning efforts.
Over four months, the KCTR team engaged in an intensive strategic
planning process
11
The project included collaborative teams, comprised of a variety of
stakeholders
Team Participants Planning Phase Role
Working Group KCTR Executive Director,
selected board members,
funding partners, and KCTR
staff
● Provide input to KCTR’s go-forward model
● Participate in monthly working session discussions
and decisions
Steering
Committee
Community members
including school partners,
university partners, and
other local nonprofit leaders
● Stay informed and pressure-test ideas with key
stakeholders
● Participate in two virtual sessions
KCTR Team KCTR leadership team and
staff members
● Provide input and perspectives via one-on-one
interviews
● Get up to speed on emerging plans via updates
from KCTR Executive Director
Support Team Bellwether Education
Partners
● Support research and facilitation to lead to
recommended KCTR go-forward model
12
To guide the process, the team collaborated to identify a set of key
guiding questions...
Local context and demand: What is the local landscape and need for educators in
Kansas City? How does KCTR best support the local needs in Kansas City?
Program and design: What has KCTR learned from three years of operation? What
innovations can KCTR make to improve quality and sustainability? What can KCTR learn
from others in the field?
Go-forward strategy: What strategies could lead KCTR on a path to sustainability while
maintaining quality? What is the organizational design, outcome metrics, timeline, and
sequencing of the strategies?
13
...and a set of guiding principles to steer decision making
Provide a reliable pipeline of high-quality teachers, particularly in high
need and interest areas such as teachers of color, males
Raise the bar for teacher preparation by preparing strong teachers
Build an efficient, continually improving organization that is sustainable
for the long term
Make an impact in Kansas City and the nearby communities
Over the course of the planning process, the team consulted with over 40 stakeholders,
experts, program participants, and researchers to determine a path forward for KCTR
14
Phase I:
Evaluate the Business Model
15
In the first phase, the working group explored 4 research areas,
leading to the development of a factbase
◼ Conducted a landscape analysis with a view to understanding the current and
future demand for educators in Kansas City
◼ Engaged stakeholders to understand KCTR’s value proposition
◼ Evaluated current-state financial model to identify major sources of revenue,
expenses, and philanthropic need
◼ Benchmarked like-minded organizations to understand how they achieve
similar mission and the extent to which they do it sustainably
These activities led to the development of a factbase about KCTR that helped the team to
set priorities for improving the business model in Phase II
1
2
3
4
Phase I: Evaluate the Business Model
16
The landscape analysis revealed the local demand forecast for
teacher hires far outstrips supply in the Kansas City Metro Area
NOTES: KCTR Peers include Avila University, Park University (trad. program only), Rockhurst University, University of Missouri-Kansas City, and William
Jewell College; KC metro districts include: Belton 124, Blue Springs R-IV, Center 58, Grandview C-4, Hickman Mills C-1, Independence 30, Kansas City 33,
Kearney R-I, Lee‘s Summit R-VII, Liberty 53, North Kansas City 74, Park Hill, Platte Co. R-III, Raytown C-2, and Smithville R-II
Source(s): Bellwether analysis of Fowles (November 2016) Trends in Teacher Supply and Demand in Missouri Public Schools
184 = program
completers from
KCTR peers,
2016
Current demand is
4x local supply
1 Landscape Analysis
17
The labor market for STEM and SPED teachers is incredibly tight,
with a dramatic undersupply of locally trained teachers in KC
Notes: Specials include PE, Art, Music, Business / Marketing, Agriculture, Theatre, Library, and Dance; KCTR Peers include Avila
University, Park University (trad. program only), Rockhurst University, University of Missouri-Kansas City, and William Jewell College
Source(s): BW analysis of US Dept. of Education – 2017 Title II data for Missouri from https://title2.ed.gov/Public/
KC no. as pct. of
KC total
31% 9% 17% 3% 10% 11% 14% 2% 2% –
Statewide no. as
pct. of total
37% 14% 13% 9% 9% 8% 6% 3% 1% <1%
KCTR peers produce
strikingly few STEM and
Special Education teachers
KCTR peers produce
strikingly few STEM and
Special Education teachers
1 Landscape Analysis
18
All the while, Kansas City preparation programs have been declining
in output and enrollment
Source(s): Bellwether analysis of US Dept. of Education – 2017 Title II data for Missouri; Includes University of Missouri - Kansas City, Rockhurst
University, Avila University, Park University, and William Jewell College
1 Landscape Analysis
The decline in teacher preparation enrollment has been consistent across the country. Total national
enrollment has declined by 33% in 5 years (from 662K in 2011-12 to 441K in 2015-16)
19
Through interviews, stakeholders shared areas of strengths that
revealed its value...
◼ Over three years, KCTR was established as the main source for diverse candidates in
Kansas City - [KCTR] “is absolutely a source for teachers of color, it’s a mutual focus… The
qualifier for partnership was that the program was committed to providing a pipeline of teachers
of color.” “For us, KCTR brings diversity that we tend to struggle to find through our universities”
◼ KCTR’s program is respected and considered high quality, and aligned with local need
- “The culturally responsive approach and talking about race were good - [KCTR] did that in a
constructive way.” “Our relationship has gone extremely well thus far…we have hired all but one
resident into full-time classroom positions – they are all great fits.”
◼ The KCTR staff is top-knotch - “Every staff member and stakeholder is fully committed. I
have yet to come across anyone who doesn’t feel that way.” “My coach has been able to help
me with useful and applicable things I am struggling with, being helpful with areas I can do
better.”
◼ Residents and Graduates value the program and are grateful for the opportunity -
“I’m really grateful for KCTR — that we get a stipend to pursue a Master’s. Otherwise I wouldn’t
be able to go to grad school without having a full-time job.” “This wouldn’t be feasible for me any
other way. The student debt would be debilitating and I have a family.”
Source: Bellwether Interviews
2 Value Proposition
20
...interviews also surfaced opportunities to improve
◼ Both residents and KCTR staff surfaced the need to provide differentiated
supports - “I have a building instructional coach, a KCTR coach, and a mentor teacher.
They’re helpful but not really coordinated.” “I would like to see us think through what
coaching looks like each year and how it shifts over time.”
◼ Program participants identified an opportunity to improve the design and
relevance of coursework - “The Saturdays are just scratching the surface - it’s a lot of
theory and not a lot of application.” “I’d love for the format to be more flexible.”
◼ Partners highlighted a need to fill certain critical content / subject matter/
grade level gaps - “[We are] Always looking for ELL and Special Education expertise…
some of those critical need areas that are harder to recruit from. ” “We want them to help
fill the gaps for the hard to fill subjects for math and science” “If KCTR had an offering
that was 2 years with a paraprofessional as a pipeline to residency—that’s something we’d
be interested in.”
2 Value Proposition
Source: Bellwether Interviews
21
In 2019, KCTR operated on an annual budget that relied heavily on
philanthropic investment to support program delivery
Note: Other Grants include unsecured funding
Source: KCTR FY19 Budget
3 Financials
Analysis showed that expenditures would continue to rise (nearly 10% annually) despite
declining anticipated revenue, resulting in unsustainable philanthropic needs
22
Benchmarking research revealed that while most residency
programs remain reliant on philanthropy, KCTR had room to improve
4 Benchmark Analysis
Findings from Benchmark Implications for KCTR
Of the six benchmark organizations, only one
is near sustainability on earned revenue; most
remain reliant on philanthropy
The need for ongoing fundraising will likely
remain. However, KCTR should tighten
business model as startup capital diminishes
KCTR contributes more generously than a
range of peers in net fees to residents
While this may fuel recruitment, it also makes
it more difficult to achieve sustainability at
scale
KCTR’s total cost to placement schools is also
lower than comparison range of peer
programs
Low placement fees may have been necessary
in startup phase, but could be reexamined as
KCTR matures into an enduring organization
Some residencies serve just one partner
district or type of school; those that diversify
partner schools differentiate
KCTR should differentiate program offerings to
meet the diverse needs of its partner schools
Funding for residency programs can come
from a variety of sources beyond philanthropy
KCTR should be actively exploring and
pursuing these sources, including tuition-
sharing with university partner
23
Phase II: Option Assessment and
Plan Development
24
In the second phase, the working group generated, evaluated, and
decided upon a set of options for the go-forward plan
◼ Generate future-state options for sustainability improvements
◼ Develop criteria and assess the future-state options
◼ Decide go-forward plan and conduct sustainability analysis
◼ Develop implementation plan, including workplan, outcome metrics, and go/no-
go framework
This all led to a following implementation phase, where KCTR staff worked to launch,
plan, and refine the go-forward plan
1
2
3
4
Phase II: Option Assessment & Plan Development
25
To ensure long-term sustainability, several options emerged for
KCTR to consider
Adjust stipend amount: bring stipend in line with other benchmark programs and/or share
responsibility for stipends by supporting districts or schools to reallocate funds
Reduce graduate support: reduce support provided in years 3 and 4, and replace with lower-cost
networking or community of practice events
Differentiate resident support: implement a sliding scale of supports, differentiating supports based
on mastery / competency; may include volume pricing discounts for schools / placement sites
Shift customer mix: concentrate residents with larger customers at fewer sites, and/or with
customers willing to pay full district contribution
Optimize Institute of Higher Education (IHE) relationship: renegotiate share of tuition and
reimbursement, establish lower-cost university partnership, and/or eliminate partnership
Change cohort size: grow or reduce size of resident cohort
Adjust fee paid by placement schools: increase percentage of schools paying full district
contribution, and/or charge higher fee in line with benchmark
Offer fee-based services aligned with KCTR offering: generate new revenue sources based on
KCTR’s capability and partner school demand. May include: a) provide and charge for induction service
to graduates and/or non-KCTR teachers at placement sites, b) provide and charge for mentor coaching
and instructional supports, and/or c) develop partner-funded programs for high-need content areas
CostSaving
1
2
3
4
RevenueGenerating
5
6
7
8
1 Generate Options
26
Additionally, several strategies emerged as must-pursue for KCTR
regardless of the option(s) ultimately selected
◼ Build business case: build a ‘pitch’ to potential partners that articulates the value of
KCTR in economic and mission terms. KCTR could do this by demonstrating affordability by
connecting program to available funds and by highlighting the programmatic cost savings
(e.g., reduction in recruiting and onboarding)
◼ Build partnerships that engage the business and policy community: launch
sponsorship for funding residents aligned with interest and need (e.g., STEM and other
high need subjects, initiatives such as early childhood) with potential local partners
including corporations, foundations, and government entities
◼ Diversify philanthropic contributions: continue to seek additional funding sources to
diversify revenue pipeline
◼ Optimize high-impact time: reduce and/or repurpose in-class time for residents and
graduates, and combine with coaching, debriefs, and/or collaboration time, within credit-
attaining requirements
1 Generate Options
27
To evaluate the options up for consideration, KCTR used specific
criteria aligned with mission, program, and sustainability goals
Criteria Description
Reduces costs Option will decrease per-participant and/or total costs (as forecast in financial
model)
Increases revenue Brings in new revenues and/or increases total program revenue (particularly
earned fee revenue)
Aligned with current
capacity
Achievable with KCTR’s current resources, staffing, interests; does not require
significant up front investment
Increases value
proposition
Improves the business case and value proposition as perceived by funders,
principals, residents, and other stakeholders
Builds brand Differentiates KCTR within a crowded market; won't derail existing work or erode
KCTR’s brand (e.g., trust from partners)
Increases # of effective
teachers
Enables KCTR to continue to attract high-quality applicants; broadens KCTR’s
impact in the sector (largely a scale metric); increases the ability of KCTR teachers
to improve student outcomes
Increases retention Boosts longevity/retention of KCTR graduates in the classroom
Increases teacher
diversity
Increases diversity of cohort along relevant dimensions (particularly race/ethnicity
and gender)
Catalyzes change Option would spur building or district-wide improvement through “tipping” of
organizations via critical mass
SustainabilityProgramImpact
2 Develop Criteria
28
When evaluated across developed criteria, most options had a
positive impact to sustainability
Positive impact Neutral Negative impact
Sustainability Program Impact Risks
Reduce stipend amount Low
Reduce graduate support Low
Differentiate resident
support
Moderate
Shift customer mix Low
Optimize IHE relationship Moderate
Change cohort size 1) Moderate
Adjust fee paid by schools Moderate
Offer fee-based services Minimal
1
2
3
4
5
6
7
8
Cost
Saving
Revenue
Generating
2 Develop Criteria
1) Evaluation assumes growth of cohort to 65 residents
29
The team decided to launch several strategies immediately,
recognizing others require additional lead time
3 Decide Plan
Implement Immediately (FY20) Implement in FY21 and beyond
Adjust stipend amount: bring stipend in line
with other benchmark programs and/or share
responsibility for stipends by supporting districts or
schools to reallocate funds
Change cohort size: gradually grow size of
resident cohort
Adjust fee paid by placement schools:
increase percentage of schools paying full district
contribution, and/or charge higher fee in line with
benchmark
Offer fee-based services aligned with
KCTR offering: generate new revenue sources
based on KCTR’s capability and partner school
demand. May include: a) provide and charge for
induction service to graduates and/or non-KCTR
teachers at placement sites, b) provide and charge
for mentor coaching and instructional supports,
and/or c) develop partner-funded programs for
high-need content areas
12
3
4
5
6
7
8
Reduce graduate support: reduce support
provided in years 3 and 4, and replace with lower-
cost networking or community of practice events
Differentiate resident support: implement a
sliding scale of supports, differentiating supports
based on mastery / competency; may include
volume pricing discounts for schools / placement
sites
Shift customer mix: concentrate residents with
larger customers at fewer sites, and/or with
customers willing to pay full district contribution
Optimize Institute of Higher Education
(IHE) relationship: renegotiate share of tuition
and reimbursement, establish lower-cost university
partnership, and/or eliminate partnership
Change cohort size: temporarily reduce size of
resident cohort6
30
With strategic changes, the 5-year fundraising need decreased from
by $4.6M or 26%, reducing per resident funding need by ~$15K
Source: FY19 KCTR Budget
Revenue Growth Expenditure Reduction Net funding need decrease
3 Decide Plan
New revenue stream
via tuition-share with
university partner
Growth in partner
school contribution
Reduction in residency
and graduate expenses
Optimization of other
operating expenses
$4.6M reduction
(26%) in 5-year
fundraising need
$15K reduction in
funding need per
resident
13% earned revenue to nearly
25% earned revenue
10% to 18% reduction in
annual total expenditures
31
The resulting funding flow results in a more sustainable KCTR as
stakeholders share the benefits and costs
Resident Mentor
University
Placement
School
Stipend in
line with
benchmarks
Mentor
Stipend
Unchanged
Increase in average
placement fee per
partner
Salary
(Determined by
schools)
Tuition
(Determined by
University)
New tuition
revenue-share
University now shares
tuition revenue with
KCTR for KCTR’s
coursework and
coaching supports
All placement schools
provide district
contribution for a
KCTR resident
KCTR is able to be more
financially sustainable while
maintaining strong partnerships
Residents continue to
receive generous living
stipend while pursuing
their Master’s Degree
Mentors continue to
receive a stipend for
supporting KCTR’s
residents
3 Decide Plan
32
To implement the go-forward plan, the team developed a set of 5
priorities, each with initiatives and owners to lead the work
4 Implementation
Priority Sample Initiatives
Prepare for 2020 Develop alumni engagement program, negotiate university partnership,
update business plan, operationalize metrics and milestones
Implement Residency
Model 2.0
Design new coaching / residency model, establish pricing, align team
structure, refine mentor teacher support, differentiate offering
Optimize
Partnerships
Develop and execute fundraising plan, adjust fee structure, develop
business case for school partners
Streamline
Operations
Develop system for capturing impact data, finalize budget and staffing
decisions
Research &
Development
Explore state-level funding sources, design and pilot additional revenue-
generating program services
1
2
3
4
5
33
Additionally, the team developed measures and goals for impact
metrics aligned to the original guiding principles of this work
Guiding Principles Measures
Provide a reliable and diverse pipeline of
high-quality teachers, particularly in high
need and interest areas such as teachers of
color, males
# of residents placed
Selectivity (accepted applicants to total applicants)
% of teachers placed in high-need areas (e.g., STEM, ECE, SPED)
% POC | % male
% PELL Grant Recipients | % 1st Gen College Students
Raise the bar for teacher preparation by
preparing strong teachers
5 year retention rate in high-needs school
% of residents are performing at “Developing” or higher on the KCTR Instructional Rubric
% of residents who are fully certified at the completion of the residency year
Resident and Principal net promoter score
Build an efficient, continually improving
organization that is sustainable for the long
term
Fundraising need per resident
Earned revenue as percentage of costs
Days of cash reserve
Committed funds as percentage of 3-year budget need
APR and NCTQ Rating
KCTR Staff % male | % teachers of color
KCTR Staff % PELL Recipients | % 1st Gen. College
Make an impact in Kansas City and the
nearby communities
Student achievement
Student growth / teacher value added
Number of schools with > 25% KCTR teachers
% of alumni teaching in KC metro
Number of LEAs with >10% KCTR teachers
4 Implementation
34
To assess organizational readiness to increase the size of resident
cohort, KCTR developed a go/no-go framework for decision-making
4 Implementation
Factors Measure(s) “No go” Maybe “Go”
Capacity of
schools
Capacity of schools to fund the number of
residents in the targeted content area
Capacity of schools to provide mentors that
can support the residents
< scale goal = scale goal > scale goal
Fundraising
% of overall funds likely to come in for
next fiscal year
<80% 80-100% >100%
Efficiency
Are your executing on the revised, more
sustainable KCTR model
No In Progress Yes
Support
capacity
# of KCTR staff vacancies >2 1-2 0
Recruitment
pipeline
Past-year selectivity
Candidate numbers
Diversity (% POC | % Male | avg. age)
>35%
<150
<40%|<25%| 23
30%
150-200
40%| 25%| 23
25%
200 +
50%| 35%| 25
Program
quality
Resident satisfaction
Graduate retention
Classroom performance of graduates
School satisfaction
60%
<80%
<50% of Ss
<80%
70-80%
80%
50% of Ss
80%
>80%
>80%
>50% of Ss
>80%
35
Key Learnings and Opportunities
for Others
36
The planning effort uncovered key learnings that we believe can
inform the future work of others. First, engage your stakeholders
1. Actively engage stakeholders. With any strategic changes, you should strive to be
proactive in communications with partners and ensure that the go-forward model is informed by
key perspectives. Furthermore, you should thoughtfully collaborate with your team to ensure
the messages are clear, consistent, and streamlined to mitigate potential confusion.
Examples from KCTR’s Planning Process:
◼ Planning phases included formal touch-points with KCTR’s board, staff, school partners, university
partners, funders, residents, gradates, and local nonprofits. Participants provided inputs through the
working group, steering committee, focus groups, and/or interviews. In total, the working group
conducted over 40 interviews with stakeholders.
◼ To ensure diversity of perspectives, KCTR intentionally chose to engage a wide range of stakeholders
including: both long-standing school partners and ones that chose not to partner with KCTR, both new
residents and graduates from prior cohorts.
◼ Following planning phases, KCTR staff collaborated on an implementation stakeholder engagement
map, identifying relevant participants and timing of communication for each initiative.
37
Second, communicate your value and impact
2. Articulate your value. As you prove to be a valuable player in your community, using data
and partner feedback, you can more proactively learn from and communicate the program
results and sustainability benefits to partners.
Examples from KCTR’s Planning Process:
◼ As part of the planning process, KCTR’s working group created a set ambitious measurable goals.
These were then refined by KCTR’s leadership team and are monitored quarterly. Selected goals and
metrics are shared with the board, school partners, residents, and graduates, and the consistent set of
goals are used for accountability and decision-making purposes.
◼ In addition, KCTR’s working group stepped back to identify its financial and programmatic benefits
to partners. For school partners, KCTR offers a diverse recruiting pipeline, builds capacity through
coaching supports, and provides high-retention educators, ultimately helping schools avoid recruiting,
training, and turnover costs. For its university partner, KCTR is a reliable source of enrollment and a
quality provider of coursework, ultimately supporting the university’s financial sustainability.
◼ Upon drafting metrics and value proposition, KCTR continues to refine and get feedback from
relevant stakeholders. For example, KCTR held a school partner focus group to solicit feedback on its
communication to improve for additional prospective partners. 38
Third, it’s not one-size fits all; differentiation can better optimize use
of time and resources
3. Build in model flexibility. There is tremendous value in diversity, and it’s important to
learn that it’s not one-size fits all. To best support the unique needs of each individual, you can
leverage rubrics and stakeholder feedback to differentiate supports.
Examples from KCTR’s Planning Process:
◼ Through its first several cohorts, KCTR quickly learned that the needs of individual residents and
graduates are different. The topic of support may range from classroom management, to content
knowledge, to passing the state’s certification exam. Learning from Memphis Teacher Residency, KCTR
adopted and modified their differentiated supports rubric to determine individualized supports.
◼ Similarly, KCTR learned that school needs and resources are different. Schools set different
priorities each year, and the priorities may change from year-to-year. Additionally, frequency of school
coaching, availability of curricular resources, and the depth of school-provided professional development
varies. As a result, KCTR coaches work very collaboratively with schools to determine the
complementary supports that best fit the need of each school.
◼ To ensure equitable implementation of differentiation, KCTR program team uses data and allocates
full-team planning time multiple times a year to calibrate and ensure residents, graduates, and schools
are receiving the highest impact supports. 39
Lastly, push beyond the status quo to improve and innovate
4. Challenge your assumptions to improve and innovate. As the education sector
continues to evolve, it is vital to both continuously improve and innovate to ensure high-quality,
sustainable, and relevant supports. To achieve this, you can learn from data and others in the
field to challenge assumptions and discover meaningful innovations.
Examples from KCTR’s Planning Process:
◼ Listening was KCTR’s first step of improvement and innovation. In addition to learning from
stakeholders, KCTR also held working sessions with staff to generate opportunities. For example, KCTR
collaborated on pitch presentations to improve the design of the residency experience. During these
idea generation moments, KCTR’s leadership intentionally took a back seat to be an active listener.
◼ Externally, KCTR sought ideas for continuous improvement through peer teacher residency
organizations. In addition, KCTR also sourced innovation ideas from a wider range of professional
learning and education organizations. Through these conversations, KCTR was able to challenge
components of its existing program including the length of coaching support, the role of KCTR coaches,
the use of technology, and partnership structures.
◼ Although the planning process has concluded, KCTR continues to improve and innovate by
incorporating research & development in work plans. The team has identified additional longer-
term revenue opportunities to research, design, and pilot. Additionally, with each change, the team
planned for a cycle of feedback and refinement. 40
KCTR’s Executive Director, Charles King, shares his learnings
What was your biggest takeaway coming out of this
planning process?
“Coming out of the planning process I see our biggest takeaway is
understanding the true value that our program brings to the
educational ecosystem, and as a result of that there are
opportunities for us to build a revenue generating business model
that also does not increase our expenses.”
What is your recommendation for others?
“My recommendation to other teacher residency programs is to
examine ways in which partners can be leveraged to offset
costs that programs incur over time. When we ask partners for
what we need to continue supplying their demand at high levels
there is likelihood that they will work to find a way to support us.”
41
Thank you for your interest in learning about Kansas City Teacher Residency.
For more information about KCTR, visit http://kcteach.org or contact us here.
This is a report funded by the Ewing Marion Kauffman Foundation utilizing content and data from
multiple sources and external contributors. Every effort has been made to verify the accuracy of
the information contained in this report and is believed to be correct as of the publication date.
Nonetheless, this material is for informational purposes and you are solely responsible for
validating the applicability and accuracy of the information in any use you make of it.
42

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Moving Toward Sustainability: Kansas City Teacher Residency

  • 1. Kansas City Teacher Residency Case Study Spring 2019
  • 2. This is a report funded by the Ewing Marion Kauffman Foundation utilizing content and data from multiple sources and external contributors. Every effort has been made to verify the accuracy of the information contained in this report and is believed to be correct as of the publication date. Nonetheless, this material is for informational purposes and you are solely responsible for validating the applicability and accuracy of the information in any use you make of it. 2
  • 3. Executive Summary ◼ In 2016, Ewing Marion Kauffman Foundation launched the Kansas City Teacher Residency (KCTR), a program that recruits, certifies, and develops teachers in the Kansas City region. ◼ Led by Executive Director Charles King, KCTR has successfully launched and established a high- quality and diverse teacher preparation program for the Kansas City Metro ◼ In late 2018, KCTR redesigned its program model to bring it in line with peer benchmarks and ensure long-term impact and sustainability ◼ The new program features includes: ○ Strengthening partnerships: develop revenue-sharing agreements with Institute of Higher Education, and increase district contribution and value to schools ○ Optimizing KCTR expenditure: differentiate resident and coaching support, maximize coaching efficiency, and benchmark stipend with national peers ○ Exploring new revenue sources based on community needs ○ Gradually growing to full-scale, with continued monitoring of progress ◼ After implementing its new program model, KCTR’s per resident funding need will be $15k lower than today, decreasing its total 5-year fundraising need by $4.6M ◼ KCTR will continue to refine its offering in order to bring more value to the sector and positively affect Kansas City students 3
  • 5. Since 2016, KCTR has been charged with high-quality preparation of teachers in the Kansas City area ◼ KCTR is committed to increasing the number of quality classrooms that are available to children in Kansas City, MO’s urban schools by training, coaching, and certifying effective teachers. There is a need in Kansas City (and across the country) for highly-qualified educators prepared and placed in urban schools. ◼ KCTR's mission is to recruit, develop, place, and retain mission-oriented individuals who want to make a deep commitment to working in high need urban schools in the Kansas City area. ◼ KCTR welcomed its first resident cohort in Fall of 2016 and is now in the third year of operation. ◼ KCTR has provided a diverse pipeline of quality teachers; 45% of KCTR Residents and Graduates are teachers of color, and 35% are male 5
  • 6. Today, KCTR delivers a Residency +3 model ◼ Residents complete coursework during Residency Year and upon becoming teacher of record, complete a Master’s Degree ◼ The model relies heavily on coaching from school-employed mentors and KCTR employed coaches; employs a gradual release model ◼ Years 2-4 provide supports designed to improve practice and increase probability that the resident stays in the classroom ◼ Graduates are expected to commit to remain in the classroom for the duration of the program Resident Graduate Year 2: • First Year as Teacher of Record • Completing Master’s Degree • Summer Session • Coaching Support • Quarterly Professional Learning Opportunities Years 5+: • Continued access to KCTR’s network • Opportunity to mentor KCTR residents • Access to ongoing professional development and resources Years 3 & 4: • Second Year and Third Year as Teacher of Record • Coaching & Professional Learning Opportunities Year 1: • Residency year – serving in classroom with mentor teacher • Coursework through seminar and methods classes Alumn 6
  • 7. To achieve the mission, we have established strong and meaningful partnerships with a range of organizations The Sherman Family Foundation The Oppenstein Brothers Foundation University of Missouri - Kansas City (UMKC) is KCTR’s University partner. Residents have opportunity to earn a master’s degree from UMKC. KCTR is honored to be supported by local and national philanthropic partners. Generous contributions sustain ongoing operational, program, and innovation work at KCTR. National Center for Teacher Residencies (NCTR) is KCTR’s design partner, providing research-based support AmeriCorps is a network of national service programs, that aims to improve lives and fostering civic engagement. City Year is KCTR’s strategic pipeline partner. Many City Year alumni have matriculated into KCTR’s residency program. 7
  • 8. During school year 2018-2019, KCTR supported 50 residents and 60 graduates serving across 31 school sites KCTR educators are prepared to teach in a range of elementary and middle schools, in both district and charter school settings. The model is designed for flexibility. When KCTR reaches scale in 2022, the residency program will develop 65 educators per year. Completers of the program will be engaged as part of KCTR’s alumni network. 8
  • 9. The supports that KCTR builds leads to long term benefits for school systems and the communities served KCTR’s Supports Impact to Partner Schools Recruitment Source high-quality and diverse teacher applicants Coaching Support new teachers during critical learning period Development Continue to develop content and pedagogical expertise for graduates and mentors Network Lasting resources and peer network in Kansas City Teacher Retention 87% of KCTR teachers have stayed in the profession Diversity 45% of KCTR residents are teachers of color, 35% are male Financial Benefits Urban districts spend on average >$20,000 per new hire1; KCTR supports schools in optimizing this cost Source: 1) Learning Policy Institute 9
  • 10. As KCTR approached maturity, it looked for support to refine the business and financial model to ensure long term sustainability The Opportunity KCTR could engage in a strategic planning process to pressure test assumptions about its model, learn from established peer organizations, and where needed, revise its model to align with practices that both strengthen KCTR’s impact and promote long-term financial and organizational sustainability Promising Market Signals ● KCTR has proven to be a valuable education partner in Kansas City, building a high-quality and diverse teacher pipeline for high-need schools. ● There is an ongoing unmet need for teachers in the region and KCTR is well positioned to fill that gap. ● Residents and partner schools are mission- aligned, and there’s strong demand to both become and to hire KCTR educators. Forward-Looking Challenges ● Since launch, KCTR relied heavily on a few philanthropic donors, 87% of KCTR funding came from philanthropy ● The program service model (i.e., supports for educators) did not reflect the diverse needs of residents and graduates and was therefore, unnecessarily costly.While valuable to partners, KCTR had not built a business case that would help it to capture a greater share of program revenues. 10
  • 11. Phase I: Evaluate the Business Model Phase II: Option Assessment & Plan Development October - November ● Conduct landscape analysis ● Engage stakeholder interviews ● Evaluate current-state financial model ● Benchmark like-minded organizations ● Identify high-leverage options for the go-forward model November - January ● Evaluate future state program options ● Draft business model ● Build financial model ● Discuss and decide on future state business model ● Create implementation roadmap KCTR engaged Bellwether Education Partners, a nonprofit consulting firm, to support the strategic planning efforts. Over four months, the KCTR team engaged in an intensive strategic planning process 11
  • 12. The project included collaborative teams, comprised of a variety of stakeholders Team Participants Planning Phase Role Working Group KCTR Executive Director, selected board members, funding partners, and KCTR staff ● Provide input to KCTR’s go-forward model ● Participate in monthly working session discussions and decisions Steering Committee Community members including school partners, university partners, and other local nonprofit leaders ● Stay informed and pressure-test ideas with key stakeholders ● Participate in two virtual sessions KCTR Team KCTR leadership team and staff members ● Provide input and perspectives via one-on-one interviews ● Get up to speed on emerging plans via updates from KCTR Executive Director Support Team Bellwether Education Partners ● Support research and facilitation to lead to recommended KCTR go-forward model 12
  • 13. To guide the process, the team collaborated to identify a set of key guiding questions... Local context and demand: What is the local landscape and need for educators in Kansas City? How does KCTR best support the local needs in Kansas City? Program and design: What has KCTR learned from three years of operation? What innovations can KCTR make to improve quality and sustainability? What can KCTR learn from others in the field? Go-forward strategy: What strategies could lead KCTR on a path to sustainability while maintaining quality? What is the organizational design, outcome metrics, timeline, and sequencing of the strategies? 13
  • 14. ...and a set of guiding principles to steer decision making Provide a reliable pipeline of high-quality teachers, particularly in high need and interest areas such as teachers of color, males Raise the bar for teacher preparation by preparing strong teachers Build an efficient, continually improving organization that is sustainable for the long term Make an impact in Kansas City and the nearby communities Over the course of the planning process, the team consulted with over 40 stakeholders, experts, program participants, and researchers to determine a path forward for KCTR 14
  • 15. Phase I: Evaluate the Business Model 15
  • 16. In the first phase, the working group explored 4 research areas, leading to the development of a factbase ◼ Conducted a landscape analysis with a view to understanding the current and future demand for educators in Kansas City ◼ Engaged stakeholders to understand KCTR’s value proposition ◼ Evaluated current-state financial model to identify major sources of revenue, expenses, and philanthropic need ◼ Benchmarked like-minded organizations to understand how they achieve similar mission and the extent to which they do it sustainably These activities led to the development of a factbase about KCTR that helped the team to set priorities for improving the business model in Phase II 1 2 3 4 Phase I: Evaluate the Business Model 16
  • 17. The landscape analysis revealed the local demand forecast for teacher hires far outstrips supply in the Kansas City Metro Area NOTES: KCTR Peers include Avila University, Park University (trad. program only), Rockhurst University, University of Missouri-Kansas City, and William Jewell College; KC metro districts include: Belton 124, Blue Springs R-IV, Center 58, Grandview C-4, Hickman Mills C-1, Independence 30, Kansas City 33, Kearney R-I, Lee‘s Summit R-VII, Liberty 53, North Kansas City 74, Park Hill, Platte Co. R-III, Raytown C-2, and Smithville R-II Source(s): Bellwether analysis of Fowles (November 2016) Trends in Teacher Supply and Demand in Missouri Public Schools 184 = program completers from KCTR peers, 2016 Current demand is 4x local supply 1 Landscape Analysis 17
  • 18. The labor market for STEM and SPED teachers is incredibly tight, with a dramatic undersupply of locally trained teachers in KC Notes: Specials include PE, Art, Music, Business / Marketing, Agriculture, Theatre, Library, and Dance; KCTR Peers include Avila University, Park University (trad. program only), Rockhurst University, University of Missouri-Kansas City, and William Jewell College Source(s): BW analysis of US Dept. of Education – 2017 Title II data for Missouri from https://title2.ed.gov/Public/ KC no. as pct. of KC total 31% 9% 17% 3% 10% 11% 14% 2% 2% – Statewide no. as pct. of total 37% 14% 13% 9% 9% 8% 6% 3% 1% <1% KCTR peers produce strikingly few STEM and Special Education teachers KCTR peers produce strikingly few STEM and Special Education teachers 1 Landscape Analysis 18
  • 19. All the while, Kansas City preparation programs have been declining in output and enrollment Source(s): Bellwether analysis of US Dept. of Education – 2017 Title II data for Missouri; Includes University of Missouri - Kansas City, Rockhurst University, Avila University, Park University, and William Jewell College 1 Landscape Analysis The decline in teacher preparation enrollment has been consistent across the country. Total national enrollment has declined by 33% in 5 years (from 662K in 2011-12 to 441K in 2015-16) 19
  • 20. Through interviews, stakeholders shared areas of strengths that revealed its value... ◼ Over three years, KCTR was established as the main source for diverse candidates in Kansas City - [KCTR] “is absolutely a source for teachers of color, it’s a mutual focus… The qualifier for partnership was that the program was committed to providing a pipeline of teachers of color.” “For us, KCTR brings diversity that we tend to struggle to find through our universities” ◼ KCTR’s program is respected and considered high quality, and aligned with local need - “The culturally responsive approach and talking about race were good - [KCTR] did that in a constructive way.” “Our relationship has gone extremely well thus far…we have hired all but one resident into full-time classroom positions – they are all great fits.” ◼ The KCTR staff is top-knotch - “Every staff member and stakeholder is fully committed. I have yet to come across anyone who doesn’t feel that way.” “My coach has been able to help me with useful and applicable things I am struggling with, being helpful with areas I can do better.” ◼ Residents and Graduates value the program and are grateful for the opportunity - “I’m really grateful for KCTR — that we get a stipend to pursue a Master’s. Otherwise I wouldn’t be able to go to grad school without having a full-time job.” “This wouldn’t be feasible for me any other way. The student debt would be debilitating and I have a family.” Source: Bellwether Interviews 2 Value Proposition 20
  • 21. ...interviews also surfaced opportunities to improve ◼ Both residents and KCTR staff surfaced the need to provide differentiated supports - “I have a building instructional coach, a KCTR coach, and a mentor teacher. They’re helpful but not really coordinated.” “I would like to see us think through what coaching looks like each year and how it shifts over time.” ◼ Program participants identified an opportunity to improve the design and relevance of coursework - “The Saturdays are just scratching the surface - it’s a lot of theory and not a lot of application.” “I’d love for the format to be more flexible.” ◼ Partners highlighted a need to fill certain critical content / subject matter/ grade level gaps - “[We are] Always looking for ELL and Special Education expertise… some of those critical need areas that are harder to recruit from. ” “We want them to help fill the gaps for the hard to fill subjects for math and science” “If KCTR had an offering that was 2 years with a paraprofessional as a pipeline to residency—that’s something we’d be interested in.” 2 Value Proposition Source: Bellwether Interviews 21
  • 22. In 2019, KCTR operated on an annual budget that relied heavily on philanthropic investment to support program delivery Note: Other Grants include unsecured funding Source: KCTR FY19 Budget 3 Financials Analysis showed that expenditures would continue to rise (nearly 10% annually) despite declining anticipated revenue, resulting in unsustainable philanthropic needs 22
  • 23. Benchmarking research revealed that while most residency programs remain reliant on philanthropy, KCTR had room to improve 4 Benchmark Analysis Findings from Benchmark Implications for KCTR Of the six benchmark organizations, only one is near sustainability on earned revenue; most remain reliant on philanthropy The need for ongoing fundraising will likely remain. However, KCTR should tighten business model as startup capital diminishes KCTR contributes more generously than a range of peers in net fees to residents While this may fuel recruitment, it also makes it more difficult to achieve sustainability at scale KCTR’s total cost to placement schools is also lower than comparison range of peer programs Low placement fees may have been necessary in startup phase, but could be reexamined as KCTR matures into an enduring organization Some residencies serve just one partner district or type of school; those that diversify partner schools differentiate KCTR should differentiate program offerings to meet the diverse needs of its partner schools Funding for residency programs can come from a variety of sources beyond philanthropy KCTR should be actively exploring and pursuing these sources, including tuition- sharing with university partner 23
  • 24. Phase II: Option Assessment and Plan Development 24
  • 25. In the second phase, the working group generated, evaluated, and decided upon a set of options for the go-forward plan ◼ Generate future-state options for sustainability improvements ◼ Develop criteria and assess the future-state options ◼ Decide go-forward plan and conduct sustainability analysis ◼ Develop implementation plan, including workplan, outcome metrics, and go/no- go framework This all led to a following implementation phase, where KCTR staff worked to launch, plan, and refine the go-forward plan 1 2 3 4 Phase II: Option Assessment & Plan Development 25
  • 26. To ensure long-term sustainability, several options emerged for KCTR to consider Adjust stipend amount: bring stipend in line with other benchmark programs and/or share responsibility for stipends by supporting districts or schools to reallocate funds Reduce graduate support: reduce support provided in years 3 and 4, and replace with lower-cost networking or community of practice events Differentiate resident support: implement a sliding scale of supports, differentiating supports based on mastery / competency; may include volume pricing discounts for schools / placement sites Shift customer mix: concentrate residents with larger customers at fewer sites, and/or with customers willing to pay full district contribution Optimize Institute of Higher Education (IHE) relationship: renegotiate share of tuition and reimbursement, establish lower-cost university partnership, and/or eliminate partnership Change cohort size: grow or reduce size of resident cohort Adjust fee paid by placement schools: increase percentage of schools paying full district contribution, and/or charge higher fee in line with benchmark Offer fee-based services aligned with KCTR offering: generate new revenue sources based on KCTR’s capability and partner school demand. May include: a) provide and charge for induction service to graduates and/or non-KCTR teachers at placement sites, b) provide and charge for mentor coaching and instructional supports, and/or c) develop partner-funded programs for high-need content areas CostSaving 1 2 3 4 RevenueGenerating 5 6 7 8 1 Generate Options 26
  • 27. Additionally, several strategies emerged as must-pursue for KCTR regardless of the option(s) ultimately selected ◼ Build business case: build a ‘pitch’ to potential partners that articulates the value of KCTR in economic and mission terms. KCTR could do this by demonstrating affordability by connecting program to available funds and by highlighting the programmatic cost savings (e.g., reduction in recruiting and onboarding) ◼ Build partnerships that engage the business and policy community: launch sponsorship for funding residents aligned with interest and need (e.g., STEM and other high need subjects, initiatives such as early childhood) with potential local partners including corporations, foundations, and government entities ◼ Diversify philanthropic contributions: continue to seek additional funding sources to diversify revenue pipeline ◼ Optimize high-impact time: reduce and/or repurpose in-class time for residents and graduates, and combine with coaching, debriefs, and/or collaboration time, within credit- attaining requirements 1 Generate Options 27
  • 28. To evaluate the options up for consideration, KCTR used specific criteria aligned with mission, program, and sustainability goals Criteria Description Reduces costs Option will decrease per-participant and/or total costs (as forecast in financial model) Increases revenue Brings in new revenues and/or increases total program revenue (particularly earned fee revenue) Aligned with current capacity Achievable with KCTR’s current resources, staffing, interests; does not require significant up front investment Increases value proposition Improves the business case and value proposition as perceived by funders, principals, residents, and other stakeholders Builds brand Differentiates KCTR within a crowded market; won't derail existing work or erode KCTR’s brand (e.g., trust from partners) Increases # of effective teachers Enables KCTR to continue to attract high-quality applicants; broadens KCTR’s impact in the sector (largely a scale metric); increases the ability of KCTR teachers to improve student outcomes Increases retention Boosts longevity/retention of KCTR graduates in the classroom Increases teacher diversity Increases diversity of cohort along relevant dimensions (particularly race/ethnicity and gender) Catalyzes change Option would spur building or district-wide improvement through “tipping” of organizations via critical mass SustainabilityProgramImpact 2 Develop Criteria 28
  • 29. When evaluated across developed criteria, most options had a positive impact to sustainability Positive impact Neutral Negative impact Sustainability Program Impact Risks Reduce stipend amount Low Reduce graduate support Low Differentiate resident support Moderate Shift customer mix Low Optimize IHE relationship Moderate Change cohort size 1) Moderate Adjust fee paid by schools Moderate Offer fee-based services Minimal 1 2 3 4 5 6 7 8 Cost Saving Revenue Generating 2 Develop Criteria 1) Evaluation assumes growth of cohort to 65 residents 29
  • 30. The team decided to launch several strategies immediately, recognizing others require additional lead time 3 Decide Plan Implement Immediately (FY20) Implement in FY21 and beyond Adjust stipend amount: bring stipend in line with other benchmark programs and/or share responsibility for stipends by supporting districts or schools to reallocate funds Change cohort size: gradually grow size of resident cohort Adjust fee paid by placement schools: increase percentage of schools paying full district contribution, and/or charge higher fee in line with benchmark Offer fee-based services aligned with KCTR offering: generate new revenue sources based on KCTR’s capability and partner school demand. May include: a) provide and charge for induction service to graduates and/or non-KCTR teachers at placement sites, b) provide and charge for mentor coaching and instructional supports, and/or c) develop partner-funded programs for high-need content areas 12 3 4 5 6 7 8 Reduce graduate support: reduce support provided in years 3 and 4, and replace with lower- cost networking or community of practice events Differentiate resident support: implement a sliding scale of supports, differentiating supports based on mastery / competency; may include volume pricing discounts for schools / placement sites Shift customer mix: concentrate residents with larger customers at fewer sites, and/or with customers willing to pay full district contribution Optimize Institute of Higher Education (IHE) relationship: renegotiate share of tuition and reimbursement, establish lower-cost university partnership, and/or eliminate partnership Change cohort size: temporarily reduce size of resident cohort6 30
  • 31. With strategic changes, the 5-year fundraising need decreased from by $4.6M or 26%, reducing per resident funding need by ~$15K Source: FY19 KCTR Budget Revenue Growth Expenditure Reduction Net funding need decrease 3 Decide Plan New revenue stream via tuition-share with university partner Growth in partner school contribution Reduction in residency and graduate expenses Optimization of other operating expenses $4.6M reduction (26%) in 5-year fundraising need $15K reduction in funding need per resident 13% earned revenue to nearly 25% earned revenue 10% to 18% reduction in annual total expenditures 31
  • 32. The resulting funding flow results in a more sustainable KCTR as stakeholders share the benefits and costs Resident Mentor University Placement School Stipend in line with benchmarks Mentor Stipend Unchanged Increase in average placement fee per partner Salary (Determined by schools) Tuition (Determined by University) New tuition revenue-share University now shares tuition revenue with KCTR for KCTR’s coursework and coaching supports All placement schools provide district contribution for a KCTR resident KCTR is able to be more financially sustainable while maintaining strong partnerships Residents continue to receive generous living stipend while pursuing their Master’s Degree Mentors continue to receive a stipend for supporting KCTR’s residents 3 Decide Plan 32
  • 33. To implement the go-forward plan, the team developed a set of 5 priorities, each with initiatives and owners to lead the work 4 Implementation Priority Sample Initiatives Prepare for 2020 Develop alumni engagement program, negotiate university partnership, update business plan, operationalize metrics and milestones Implement Residency Model 2.0 Design new coaching / residency model, establish pricing, align team structure, refine mentor teacher support, differentiate offering Optimize Partnerships Develop and execute fundraising plan, adjust fee structure, develop business case for school partners Streamline Operations Develop system for capturing impact data, finalize budget and staffing decisions Research & Development Explore state-level funding sources, design and pilot additional revenue- generating program services 1 2 3 4 5 33
  • 34. Additionally, the team developed measures and goals for impact metrics aligned to the original guiding principles of this work Guiding Principles Measures Provide a reliable and diverse pipeline of high-quality teachers, particularly in high need and interest areas such as teachers of color, males # of residents placed Selectivity (accepted applicants to total applicants) % of teachers placed in high-need areas (e.g., STEM, ECE, SPED) % POC | % male % PELL Grant Recipients | % 1st Gen College Students Raise the bar for teacher preparation by preparing strong teachers 5 year retention rate in high-needs school % of residents are performing at “Developing” or higher on the KCTR Instructional Rubric % of residents who are fully certified at the completion of the residency year Resident and Principal net promoter score Build an efficient, continually improving organization that is sustainable for the long term Fundraising need per resident Earned revenue as percentage of costs Days of cash reserve Committed funds as percentage of 3-year budget need APR and NCTQ Rating KCTR Staff % male | % teachers of color KCTR Staff % PELL Recipients | % 1st Gen. College Make an impact in Kansas City and the nearby communities Student achievement Student growth / teacher value added Number of schools with > 25% KCTR teachers % of alumni teaching in KC metro Number of LEAs with >10% KCTR teachers 4 Implementation 34
  • 35. To assess organizational readiness to increase the size of resident cohort, KCTR developed a go/no-go framework for decision-making 4 Implementation Factors Measure(s) “No go” Maybe “Go” Capacity of schools Capacity of schools to fund the number of residents in the targeted content area Capacity of schools to provide mentors that can support the residents < scale goal = scale goal > scale goal Fundraising % of overall funds likely to come in for next fiscal year <80% 80-100% >100% Efficiency Are your executing on the revised, more sustainable KCTR model No In Progress Yes Support capacity # of KCTR staff vacancies >2 1-2 0 Recruitment pipeline Past-year selectivity Candidate numbers Diversity (% POC | % Male | avg. age) >35% <150 <40%|<25%| 23 30% 150-200 40%| 25%| 23 25% 200 + 50%| 35%| 25 Program quality Resident satisfaction Graduate retention Classroom performance of graduates School satisfaction 60% <80% <50% of Ss <80% 70-80% 80% 50% of Ss 80% >80% >80% >50% of Ss >80% 35
  • 36. Key Learnings and Opportunities for Others 36
  • 37. The planning effort uncovered key learnings that we believe can inform the future work of others. First, engage your stakeholders 1. Actively engage stakeholders. With any strategic changes, you should strive to be proactive in communications with partners and ensure that the go-forward model is informed by key perspectives. Furthermore, you should thoughtfully collaborate with your team to ensure the messages are clear, consistent, and streamlined to mitigate potential confusion. Examples from KCTR’s Planning Process: ◼ Planning phases included formal touch-points with KCTR’s board, staff, school partners, university partners, funders, residents, gradates, and local nonprofits. Participants provided inputs through the working group, steering committee, focus groups, and/or interviews. In total, the working group conducted over 40 interviews with stakeholders. ◼ To ensure diversity of perspectives, KCTR intentionally chose to engage a wide range of stakeholders including: both long-standing school partners and ones that chose not to partner with KCTR, both new residents and graduates from prior cohorts. ◼ Following planning phases, KCTR staff collaborated on an implementation stakeholder engagement map, identifying relevant participants and timing of communication for each initiative. 37
  • 38. Second, communicate your value and impact 2. Articulate your value. As you prove to be a valuable player in your community, using data and partner feedback, you can more proactively learn from and communicate the program results and sustainability benefits to partners. Examples from KCTR’s Planning Process: ◼ As part of the planning process, KCTR’s working group created a set ambitious measurable goals. These were then refined by KCTR’s leadership team and are monitored quarterly. Selected goals and metrics are shared with the board, school partners, residents, and graduates, and the consistent set of goals are used for accountability and decision-making purposes. ◼ In addition, KCTR’s working group stepped back to identify its financial and programmatic benefits to partners. For school partners, KCTR offers a diverse recruiting pipeline, builds capacity through coaching supports, and provides high-retention educators, ultimately helping schools avoid recruiting, training, and turnover costs. For its university partner, KCTR is a reliable source of enrollment and a quality provider of coursework, ultimately supporting the university’s financial sustainability. ◼ Upon drafting metrics and value proposition, KCTR continues to refine and get feedback from relevant stakeholders. For example, KCTR held a school partner focus group to solicit feedback on its communication to improve for additional prospective partners. 38
  • 39. Third, it’s not one-size fits all; differentiation can better optimize use of time and resources 3. Build in model flexibility. There is tremendous value in diversity, and it’s important to learn that it’s not one-size fits all. To best support the unique needs of each individual, you can leverage rubrics and stakeholder feedback to differentiate supports. Examples from KCTR’s Planning Process: ◼ Through its first several cohorts, KCTR quickly learned that the needs of individual residents and graduates are different. The topic of support may range from classroom management, to content knowledge, to passing the state’s certification exam. Learning from Memphis Teacher Residency, KCTR adopted and modified their differentiated supports rubric to determine individualized supports. ◼ Similarly, KCTR learned that school needs and resources are different. Schools set different priorities each year, and the priorities may change from year-to-year. Additionally, frequency of school coaching, availability of curricular resources, and the depth of school-provided professional development varies. As a result, KCTR coaches work very collaboratively with schools to determine the complementary supports that best fit the need of each school. ◼ To ensure equitable implementation of differentiation, KCTR program team uses data and allocates full-team planning time multiple times a year to calibrate and ensure residents, graduates, and schools are receiving the highest impact supports. 39
  • 40. Lastly, push beyond the status quo to improve and innovate 4. Challenge your assumptions to improve and innovate. As the education sector continues to evolve, it is vital to both continuously improve and innovate to ensure high-quality, sustainable, and relevant supports. To achieve this, you can learn from data and others in the field to challenge assumptions and discover meaningful innovations. Examples from KCTR’s Planning Process: ◼ Listening was KCTR’s first step of improvement and innovation. In addition to learning from stakeholders, KCTR also held working sessions with staff to generate opportunities. For example, KCTR collaborated on pitch presentations to improve the design of the residency experience. During these idea generation moments, KCTR’s leadership intentionally took a back seat to be an active listener. ◼ Externally, KCTR sought ideas for continuous improvement through peer teacher residency organizations. In addition, KCTR also sourced innovation ideas from a wider range of professional learning and education organizations. Through these conversations, KCTR was able to challenge components of its existing program including the length of coaching support, the role of KCTR coaches, the use of technology, and partnership structures. ◼ Although the planning process has concluded, KCTR continues to improve and innovate by incorporating research & development in work plans. The team has identified additional longer- term revenue opportunities to research, design, and pilot. Additionally, with each change, the team planned for a cycle of feedback and refinement. 40
  • 41. KCTR’s Executive Director, Charles King, shares his learnings What was your biggest takeaway coming out of this planning process? “Coming out of the planning process I see our biggest takeaway is understanding the true value that our program brings to the educational ecosystem, and as a result of that there are opportunities for us to build a revenue generating business model that also does not increase our expenses.” What is your recommendation for others? “My recommendation to other teacher residency programs is to examine ways in which partners can be leveraged to offset costs that programs incur over time. When we ask partners for what we need to continue supplying their demand at high levels there is likelihood that they will work to find a way to support us.” 41
  • 42. Thank you for your interest in learning about Kansas City Teacher Residency. For more information about KCTR, visit http://kcteach.org or contact us here. This is a report funded by the Ewing Marion Kauffman Foundation utilizing content and data from multiple sources and external contributors. Every effort has been made to verify the accuracy of the information contained in this report and is believed to be correct as of the publication date. Nonetheless, this material is for informational purposes and you are solely responsible for validating the applicability and accuracy of the information in any use you make of it. 42