Multi-Unit, Multi-Branch Presentation Team• John VanWalleghem

Director, Research and Planning Branch

• Larry BudzinskiConsultant, School Support Unit, Program and Student Services Branch

• Ken HortonConsultant, Assessment and Evaluation Branch

• Lorna Martin Consultant, School Support Unit, Program and Student Services Branch

• Jacqueline GosselinCoordinatrice, Bureau de l’éducation française

• Marilyn RobinsonConsultant, School Support Unit, Program and Student Services Branch

School-based Planning and Reporting

• designed as a resource guide

• collaborative response to province-wide request for comprehensive information on planning and reporting

• based on pilot program of 12 school divisions, consultations, and workshops

• created by development team of principals, student services administrators, and superintendents

• based on effective planning and reporting processes already occurring in Manitoba

General Manitoba

Locations of development team/ document reviewers

Document Development across the Province

Winnipeg Area

School Planning Requirements

Benefits of School-based PlanningA systemic process for identifying,

monitoring, adjusting, evaluating, and communicating school activities that enhance

• student achievement• school improvement• responsibility• accountability

School-based PlanningHelps school communities to• identify priorities and outcomes that

enhance the success of all learners• modify current programming, strategies,

and initiatives to improve results• identify desired results that are currently

not being addressed• develop programming for delivering new

results to new purposes• address how various services and

programming will support school-wide priorities

School/Division Plans

The Division Plan, Comprehensive School Plan, and Annual School Plan all flow from the same priorities and processes.

Comprehensive School PlanProvides information about• procedures• policies• staffing• outcomes over

several years

Annual School PlanFocuses on• key priorities• outcomes for a given year• strategies• toolsLinks• division/district priorities to school• student services priorities to

class/school plan• individual/class priorities to school plan

Multi-Level Planning

Provincial Planning

(K-S4 Agenda)

Divisional Planning

School Planning

Classroom Planning

Individual Planning

Step 1Preparation (Visioning and Identifying Needs)

•Forming a planning team

•Identifying strengths and areas for improvement, monitoring, and/or evaluation•Identifying educational priorities (including linkages to divisional and provincial priorities)•Selecting strategies to achieve priorities and outcomes

Step 2Identifying Data Sources and Data Collection•Conducting a needs assessment

(formal/informal)

•Identifying data sources and indicator categories•Linking needs to available data

•Selecting and/or creating measurement instruments (formal/informal)•Timetabling (creating a schedule for planning, data collection, and communication)•Collecting data

Data to Support School Improvement• Quantitative (numbers)

e.g., test scores, statistics, provincial results

• Qualitative (descriptors)e.g., questionnaires, interviews, observations

• Intuitive (perceptions)e.g., anecdotal reports, impressions, judgments

Step 3Identifying Data Sources and Data Collection

•Identifying priorities and outcomes that emerge from data

•Writing SMART outcomes based on data

•Obtaining plan feedback and support

Data-Informed Planning

WISDOM

KNOWLEDGE

INFORMATION

DATA

Making Sense of Data and Using Sensible Data

Methods of Presentation

• Narrative (provide interpretation, highlight descriptive data, reveal significant features)

• Tables (illustrate quantitative aspects, show relationships and comparisons)

• Graphs and Charts (illustrate qualitative aspects, show relative patterns, magnitude, trends, rates of growth or change)

Steps 4 and 5Drafting the School Plan

Sharing the Draft Plan and Finalizing the Plan

•Drafting a school mission statement, priorities, profile, outcomes, PD activities, parental and community involvement initiatives, budget summary, detailed outcome information for previous year

• Checking for comprehensiveness•Editing/proofreading (using plain language)

•Obtaining plan approval by school community and school board

•Writing the final document

Commonly used Commercial Software Packages for Data Analysis• Non-statistical:

Trevlac, Maplewood, EXCEL, QUATRO, MSACCESS, FOXPRO

• Statistical:Gradekeeper, MINITAB, SPSS, SAS, S and SPLUS, STATA, MBDP, STATISTICA

• Qualitative:NVIVO and NuList (sorts/classifies)

• Other

Annual School Plans• School mission statement• School profile• Planning process• Division/district priorities• School priorities for the current year• Results of expected outcomes from the

previous year• Outcomes for the current year, including

strategies, indicators, and supportive data sources

Step 6School Planning Report

•Completing the provincial template or summarizing the contents of the Annual School Plan

•Linking the School Planning Report to the Division Planning Report

•Linking the School Planning Report to the Student Services Report

School Planning Report• Identification• School Profile• Planning Process• Division/District Priorities• Previous Year’s Report (outcomes and

results)• Current Year’s Plan (expected

outcomes, strategies, indicators, data sources)

Steps 7 and 8Drafting the Community Report

Sharing the Draft Plan and Finalizing the Report

•Creating a Community Report reflecting key outcomes and priorities from the School Plan that are of particular interest to parents•Including contextual information (e.g., school profile, priorities, community involvement)

•Checking for completeness

•Editing/proofreading (using plain language)

•Obtaining plan approval by school community and school board

•Writing the final Community Report

•Sharing the document with school staff prior to distribution of the report

Community Report

Purpose (based on the Annual School

Plan’s outcomes) :

• celebrate the success of students within their learning environment

• monitor school growth• involve and inform parents and communities• contribute to continual school planning

Community Report: Sample Contents

Link the school planning process with the community reporting process :

• School context• School and community resources• Expected outcomes• Strategies• Results

Reformulated into parent-friendly language and a visually appealing format, the Community Report brings the Annual School Plan to life for parents and the broader community

The Future of Planning and Reporting“Accountability…means taking the

information and using it to make judgments — about quality, about how good is good enough, and most importantly, about how to make changes that will enhance and extend students learning, for all children.”

Lorna Earl

Multi-Level ReportingProvincial Reporting

•Annual Report on Student Outcomes

Divisional Reporting

•Divisional Planning Report

•Categorical Grant Reports (e.g., AAA, EDCI)

•Student Services Report

•Numeracy Report

School Reporting

•Community Report

•School Planning Report

Classroom Reporting

•Class Profile

Individual Reporting

•Interim Report Cards

•Term/Semester Report Cards

•IEP Progress Reports

•BIP Progress Reports

Evolution of Planning and Reporting

Creating a seamless continuum of planning and reporting takes established procedures and experience….just as it takes time to develop as a teacher, it takes time to develop as a planning team.

Jigsaw Activity

Division Teams• Study groups, Sections 2, 3, 4 of

document• 30 minute study group on one

section• present overview to “home” group• questions and wrap-up

Supporting and Mentoring

As educators, we all hold within us the capacity to teach others and learn from others. Networking among teachers, schools, and division/district planning teams provides essential support, reduces frustration, and facilitates positive change.

Supporting Change

Support for School Planning and Reporting is available by contacting:

Research and Planning Branch(204)945-0350 or toll free 1 800 282-8069, ext. 0350

Afternoon Workshop

COLLABORATION, TEAM WORK, PLANNING

• planning (60 minutes)• reporting to large group (30

minutes)• closure activity (15 minutes)

Afternoon Workshop• Divisional Teams design a Presentation/Workshop • Purpose: Familiarize intended audience with the

document

Adapt MECY format to the type of planning occurring in your schools today

Stress one or more of the 8 Planning and Reporting Steps

Provide activities for your participants to process and internalize the content

MECY Staff will circulate to assist you during your development phase

Afternoon Workshop

• Performance Task: Each Divisional Team shares an overview of their presentation to the large group. Ideas may be shared, adapted, and stolen by all members for the betterment of humankind (30 min.)

• Wrap up and Evaluation ( 15 Min)