May 2007
Vol. 6 #21

Subscribe to SuperTECH News

SuperTECH NEWS is the bi-monthly newsletter of the BLE GROUP, which provides small- and medium-size school systems with supplementary technology management to produce high-quality educational results and efficient management.

The purpose of SuperTECH NEWS is to provide education decision makers with concise information that allows them to make informed technology decisions to impact instruction, management and communication. This is information you can use on Monday morning.

Editor, Kathleen Florio
Web Design, Charlene Polanosky
Publisher, Eliot Levinson

 

Our May issue theme is data management and analysis. Choose from the following articles:

 

The BLE Group and Its Services: We offer technology and management expertise to small and medium-size school systems. We can assess where your school system is and exactly what you need to do to implement NCLB. We provide management support to implement effective technology-delivered programs. The BLE Group also helps education firms develop and deliver high-quality products and services to schools.  
Theme of the MonthData Management and Analysis In this issue of the newsletter, we discuss data management and analysis and why it’s important, particularly in the context of No Child Left Behind and the emphasis on improving student achievement. We look at how districts typically evolve in their understanding and use of data management and analysis, going from the simple to the complex and eventually using data in a proactive way to inform decisions and stimulate positive change. We look at trends in technology solutions in this area, and point out important things a district should consider as it thinks about improving its capabilities in data management and analysis.
Products—SuperTech News examines some key companies that offer products and solutions in data management and analysis. Just as districts vary in their level of sophistication in the use of technology, products vary in their level of complexity. We group them into three levels of increasing complexity to give a broad picture of available options. There’s something for everyone!
Best Practices—Here we share the experience of the Lake Washington School District in suburban Seattle in choosing and implementing a data management and analysis solution. Among lessons learned are the importance of ongoing training, including developing the readiness of end-users to understand why they should even care about data management and analysis, let alone learn how to use a particular technology product. 
   

We want to hear from you. What do you agree and disagree with on this issue (we will post comments from readers in the next issue). Please write us at eliot@blegroup.com.

DID YOU MISS AN ISSUE?
You can read past issues of SuperTECH NEWS relating to NCLB online:

 

WHO IS THE BLE GROUP AND WHAT DOES IT DO?

The BLE Group brings together 35 working CIOs, superintendents, and curriculum directors of school systems and state education departments who are knowledgeable about and dedicated to using technology to improve K-12 instruction and management. The BLE Group provides services to help education firms develop and deliver high-quality products and services to schools. And we supply services to schools to manage technology use in order to improve results and make school operations more efficient. The services are:

  • Super TECH NEWS - A free, Web-based newsletter that offers up-to-date, easy-to-understand information to non-technical education decision makers to guide technology decisions. It's news you can use.
  • CIO and Instructional Leader Panels - The BLE Group provides more than 75 focus groups per year for technology firms and publishers to assist you in improving the quality of products and services for K-12 schools. The panels are held at NECC, NSBA, and FETC.
  • Implementation Support - The biggest problem schools have is getting technology used effectively. Fifty-five percent of software is never used. This brief, inexpensive management service occurs in the early stages of a major system implementation. It's focused on improving the management capacity of vendors and helps school systems that are implementing technology avoid problems and get the maximum from your investment.
  • NCLB Management Support for Smaller School Systems (aka Rent a Part-time CIO) - The BLE Group is passionate about improving the quality of education in small and rural school systems. As technology becomes essential for accountability (you cannot do NCLB without it), smaller school systems run the risk of becoming second-class unless you can find a way to plan and manage technology effectively. This is difficult as good technologist/educators are scarce and costly. The BLE Group's NCLB management and support service provides individual districts and consortiums of smaller school systems with a part-time CIO who will work as part of your management team. Our service improves management capacity and gives you the expertise you need at a reasonable price.

BLE Group People

Eliot Levinson is the founder of the BLE Group. Levinson launched the BLE Group (www.blegroup.com) in 1998 to help schools implement technology for better results. Levinson felt that there was a need for professional services from a group of educators who understood technology and could address the unique needs of K-12 schools.

Levinson is known for his work in implementation of technology for accountability and his knowledge of educational-technology products and services. Eliot's background integrates education and technology. His experience in education includes being a teacher in California and Pennsylvania, a middle school principal in Massachusetts, and an assistant to the chancellor of schools in New York City. His technology and research background ranges from having worked as a management scientist at the Rand Corporation and directing a research program on the organizational impact of technology at MIT's Sloan School of Management to being the co-founder of a Web-based instructional-management company.

Eliot works as a strategic technology advisor to school systems of all sizes and state departments of education. He also assists several educational-technology firms in strategic planning and implementation. In addition to publishing Super TECH NEWS, he is a regular contributor to Scholastic Administrator and speaks frequently on topics of education policy, technology, leadership, and school management, etc.

THE BLE Group's leadership team consists of:

  • Eliot Levinson-CEO, BLE Group
  • Robin Wheeler -Former CIO, Savannah, Georgia
  • Charles Garten-Former Executive Director, Educational Technology and Information Services, Poway Unified School District, California
  • Kenneth Eastwood-Superintendent, Middletown, New York
  • Don Hall-Executive Director of Information Technology, Kent School District, Washington

NOTE: To inquire about BLE Group services, check out our Web site at www.blegroup.com or call 202.281.1763

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THEME: Data Management and Analysis

Data management and analysis has become a critical need for two major reasons:

  • Educators must have accurate, consistent data to fulfill the reporting requirements and mandates of No Child Left Behind and to address the related demands for accountability from state legislatures, parents, and others.
  • Educators are recognizing that having accurate, consistent data at their fingertips can help in their efforts to improve student outcomes.

Fortunately, today’s technology solutions include a wide array of tools for data collection, management, and analysis, so a district can take advantage of their power no matter how big—or small—its technology budget is, and no matter what kind of technology staff it has—if any.

In this issue of BLE SuperTech News, we describe what technology has to offer in the area of data management and analysis, explore some trends in the field, and provide a list of things to consider before choosing a solution. We look at products that match the needs of districts across the spectrum of technology sophistication, from those who just want a simple way to get their NCLB reports out the door, to those who are ready for a high-powered solution that features the latest tools of business intelligence. We also describe the experience of one school system, the Lake Washington School District near Seattle, as it went through the process of finding and implementing a solution to meet its needs.

Three levels of solutions and sophistication. To simplify the discussion about technology solutions for data management and analysis, we’ve divided the playing field into three categories, roughly corresponding to three levels of technology sophistication of K–12 districts:

Level 1. Tools at this level can be a big help to districts with limited resources and a need for something that doesn’t require a lot of training or technological expertise. They allow you to efficiently collect and access data from your various systems, such as student information or instructional management; to present the data in visual formats, such as pie charts or bar graphs; and to produce simple reports on attendance, test scores, student demographics, and other matters. With these tools, you’ll be able to satisfy the reporting requirements of the state and federal governments and gather information that can be useful for internal planning.

Level 2. The solutions in this category are appropriate for districts that are ready to change the way they do business, with better collection and coordination of data among departments to facilitate data analysis and data-based decision making. Many solutions in this category are what is known as “middleware.” They can gather and manipulate data from across multiple systems, so that data in your assessment system, for example, can “talk” to data in your student information system. They may have “ETL” (extract, transform, and load) tools that “clean” data to make it consistent across all your systems.

Level 3. If you have a highly skilled, well-trained IT staff, a robust technology infrastructure, and a sizable technology budget, you may be ready for the high-powered solutions in this category. Districts with a lot of experience in using data to inform their decisions will appreciate the more sophisticated analysis capabilities of these tools. Tools at this level can automate work-flow processes, increasing the likelihood of speedy, error-free completion of day-to-day tasks. The also can manipulate data to show trends and make predictions.

(The Products and Solutions section of this issue describes specific examples at each level.)

In some ways, the three levels also describe how many districts typically evolve in their use of technology solutions. At first, districts approach the search for data in bits and pieces, as answers to questions they’re being asked about discrete matters:

  • What percentage of 3rd graders at ABC Elementary School has achieved proficiency in reading comprehension on the state assessment?

Eventually districts begin to ask more complex questions, perhaps involving data from different systems or databases:

  • What is the correlation between teachers who took the one-day workshop on literacy strategies and student performance on the 3rd grade reading assessment?

In the later stages of their evolution, districts understand the value of more sophisticated data-analysis tools to answer questions that may be predictive in nature:

  • What kind of professional development is most likely to result in improved reading scores on the 3rd grade assessment?

Why is data management and analysis important? We’ve already mentioned No Child Left Behind, demands for accountability, and improvement of student achievement as reasons why educators need to be paying attention to data management and analysis. A related reason is the ability to be proactive in addressing problems. Consider the following example.

Every school takes attendance, but not all schools use attendance data as part of a proactive plan to improve student performance. At School A, the principal examines attendance figures at the end of the year and realizes that attendance has fallen short of where it should be to avoid state sanctions. At this point, it’s too late to turn the situation around. At School B, the principal knows that attendance is important in its own right because of state requirements, but also because attendance can affect scores on the high-stakes state assessment. She keeps a close watch on daily attendance figures, pinpoints which students are missing too many days, and talks with teachers to ensure that they arrange for those students to get extra help to prepare for the state assessment. The principal at School B knows that paying attention to data is an important part of the huge effort that goes into keeping a school off the “failing” list.

Let’s go a step further. At School C, the principal wonders if enrollment in music and arts classes is correlated with attendance. When the data indicates a positive correlation, the principal, preparing for a meeting with the superintendent, has a strong case for preserving the school’s budget for its music and arts teachers—and the superintendent, in turn, can go to the school board meeting similarly well prepared. Data drives the important decisions that need to be made to address significant problems.

In the real world, each district will have its own set of questions and concerns that need to be addressed. But all districts can benefit from technology solutions that provide reliable data. In the broadest sense, such solutions can lead to improvements in teaching and learning—the ultimate goal for the instructional side of the education enterprise; and to better use of limited financial resources—an overarching goal for the business side.

Trends. Technology solutions are always evolving, and the context in which they operate changes as well. Here are just a few of the latest developments to be aware of:

  • Web-based access. Many districts are realizing that users want access to data 24/7, and so they choose technology solutions that are delivered via the Internet. The bulk of the program resides on the vendor’s server, and district users access it via role-based “portals,” or entryways. Thus administrators have access to certain data, and teachers have access to other, perhaps more limited, data. Depending on the district’s preferences, access to data can be extended—within defined boundaries—to various other user groups, including parents and students.
  • Data “pushing.” Instead of the user “pulling” data out of a database, many solutions are set up so that critical data—such as data on attendance or formative assessments—is “pushed” to the user. An alert might appear on a “dashboard” on the principal’s computer desktop, for example, when scores on a formative assessment go below a certain threshold. As the technology develops and user sophistication increases, data can be pushed to other devices as well, including pagers and cell phones.
  • Service-oriented architecture. At the high end of the data management and analysis spectrum are technology solutions that link many diverse systems, databases, and software programs to create a seamless experience for the end user. Taking advantage of this powerful framework, many work processes can be automated, lessening the chances of human error or subjective judgments. Disciplinary actions, for example, might be automatically routed through a series of predefined steps that lead to a specific, consistent outcome for offending students and a clear data record of incidents. Or, in another example, entering registration information for a new student on a single online form might automatically enter the appropriate data into all relevant databases, such as transportation, food services, and textbook purchasing.  

Things to consider. As you plan for how to improve your data management and analysis capabilities, keep in mind these important considerations:

  • Meeting your needs. A careful analysis of your needs should be among the first steps you take when considering a purchase. What kinds of data are most important to keep track of? What kinds of analysis do you want to be able to do? Buying more than you need can leave you with a big expenditure for a system that remains unused.
  • Cost, including the cost of training. Cost may be among the first things that come to mind, and with good reason. Customized solutions for data storage, management, and analysis typically range from about $8 to $14 per student, per year. And don’t forget to calculate the cost of training—both initial and ongoing.
  • Access and ease of use. Districts that are harnessing the power of data are putting data tools into the hands of people throughout the system, from the central office to the classroom and the lunchroom. That means having a solution that even the most tech-resistant teachers and staff can learn to use and willingly accept.
  • Features. This consideration is closely related to ease of use. A product that can produce reports in various forms—pie charts and bar graphs, for example—makes it easier to communicate important information to various constituencies. Similarly, some products include a dashboard—an indicator that appears on your computer desktop with information that’s important to stay on top of day to day, such as attendance figures or formative assessment results.
  • Vendor reputation. Literally dozens of vendors, including corporations and nonprofit organizations, are eager to sell you their products. The corporate players include big names that have served the business world for decades before expanding into the K–12 arena; others are relative newcomers—including some founded by tech-savvy educators whose first-hand understanding of the profession can be a plus. But keep in mind that no one has yet developed the perfect solution, despite the claims some may make. Checking with your peers in districts that are using the tool is one of the best ways to verify vendor claims.
  • Customer support. You’ll need help getting things up and running and, depending on the complexity of the system, maintaining it. So you’ll want to deal with a vendor who won’t disappear after you’ve signed the purchase order.
  • Room for expansion. Once districts begin to understand the power and usefulness of good data, they see all sorts of new ways to use it. Be sure the solution you select has the capacity to grow along with your needs. On the other hand, many districts find that they can use compatible tools from a few different vendors to meet their requirements.

Now that we’ve reviewed various aspects of data management and analysis, let’s look at some specific products and solutions and learn from the experience of a school district that represents an example of “best practices.”

 

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New Products & Services

PRODUCTS AND SOLUTIONS: Data Management and Analysis

Note: The BLE Group does not endorse any of the examples listed below. These products and services were chosen to give a representative sample of what is out there in open source technologies and related companies.

The companies:

The following descriptions of products and solutions for data management and analysis are divided into three levels, as discussed in the Theme article.

 

LEVEL 1
These solutions provide basic data collection, management, and analysis capabilities, and can generate reports in various formats.

Excelsior Software—Pinnacle Analytics
Pinnacle Analytics from Excelsior Software is a relatively low-cost data analysis and reporting tool (formerly known as District Data Analyzer). Unlike a data warehouse, Pinnacle Analytics does not serve as a central repository for data. Instead, it uses a technology called Associative Query Logic, or AQL, to extract the data in a district’s existing databases.

In traditional systems, the same piece of data, such as a student ID number, may reside in hundreds of places. In AQL systems, a piece of data occurs only once. Using AQL, Pinnacle Analytics extracts data elements from various sources to form a Data Cloud. The Data Cloud cleans the data as it loads, eliminating inconsistencies and redundancies. Building the Data Cloud is a simpler process than building a data warehouse, and because the Data Cloud generally is only 15 to 20 percent of the size of the original source data, Pinnacle Analytics can reside in the RAM already present on most computers, including laptops. Online operation requires only minimal bandwidth. The compact size also allows data to be retrieved, combined, and manipulated almost instantaneously, so queries can be answered in seconds. Reports generated by Pinnacle Analytics can be saved as PDF files, Word files, or Excel spreadsheets, or copied to other Microsoft Office applications.

Pinnacle Analytics is a complementary application to Excelsior’s Pinnacle System, an assessment management system. However, it can also be used as a stand-alone product. In most cases, Pinnacle Analytics can be up and running in weeks. It requires no new hardware, and teachers and others can use it after a few hours of training. Excelsior estimates that initial costs are generally about a third of the cost of a data warehouse, and ongoing costs are also less because Pinnacle Analytics doesn’t require a highly trained tech staff to maintain.

Excelsior Software has long been known as a pioneer in electronic gradebooks and a provider of assessment management software, including the Pinnacle System. Pinnacle Analytics users include the Bellevue School District in Washington State and Natrona County Public Schools in Casper, Wyoming.

3H Technology—eSnap
eSnap, from 3H Technology, is a data management solution that centralizes and streamlines the flow of information by integrating existing data sources (individual directories, files, and databases) and allowing a user to view information from those sources via a Web browser and a simple point-and-click interface. Using eSnap, a district can leverage its existing software applications and other technology investments, integrating those that run on different kinds of databases (such as MySQL, Oracle, and Microsoft SQL Server) or on different platforms (such as Windows and Unix), and that have different interfaces. By providing a centralized framework that links these diverse data sources, eSnap acts as a portal, or common gateway, to information that a user can now access through the Web. Legacy applications become “Web-enabled” without having to be rewritten, and users have a consistent way to view information and generate reports.

eSnap is built around a concept called a “snapin,” which is the foundation for the various user views—displays of data—that a client requires. For example, a school district may need user views for state assessment data, disciplinary profiles, and missed instructional time.

eSnap extracts information directly from the data sources and formats it “on the fly” for delivery to the user. This ensures that the data is the most recent information available. The search-and-retrieval process takes seconds. eSnap also provides what it calls “dynamic security,” which enables a district to allow certain users of databases to have limited access to information, rather than imposing an “all or none” model for security.

3H Technology, headquartered in Reston, VA, provides technology products and services to government agencies and corporations. Ypsilanti Public Schools in Michigan uses eSnap.

Other Companies and Products
Edusoft offers the Assessment Management System, which includes modules for administering benchmark tests from a variety of publishers, teacher tools for monitoring student performance, and tools for analyzing state assessment results. Edusoft recently merged with Riverside Publishing, a Houghton Mifflin Company. http://www.riverpub.com/products/edusoft/index.html

Achieve! Data Solutions, LLC includes a variety of features in its DataDirector assessment management system, such as prebuilt and ad hoc reports on student assessment results and a teacher and human resource data management component. https://www.achievedata.com/

 

LEVEL 2
These more complex solutions can gather and manipulate data from various databases, allowing for better integration of information across a system.

Cal Data—AllOneSystem
Cal Data’s AllOneSystem (AOS) is a systems integrator—a data management solution that seamlessly connects a district’s existing software applications and database systems, such as its student information system and instructional management system. With AOS in place, clean, consistent data can flow securely between the various systems and applications. Through links with assessment management and other systems, AOS can also generate the reports required for No Child Left Behind.

AOS does not replace a district’s existing systems and applications. Instead, it extracts data from various sources, transforms and cleans the data, and then uploads it to the various systems and applications the district is already using. If necessary, AOS translates data to comply with formatting requirements of a specific application. With AOS, data no longer needs to be entered repeatedly in different systems. So, for example, if a student’s name is entered into the student information system, the identical data automatically loads into other systems, such as transportation and food services. Furthermore, the data transfers in real time; there’s no waiting for a nightly or weekly update of data to get the most current information from any one system.

Because AOS uses what is called “open standards,” school districts can change and customize the product to meet their specific needs. In addition, a district can specify which users—administrators, principals, teachers, students, or parents—may have access to certain data, databases, systems, and applications. AOS tracks the identity of users, ensuring secure access to only the data that is appropriate for that particular user to see.

AllOneSystem was developed by Cal Data Systems, Inc., which is headquartered in Houston, TX, and it is offered exclusively through Pearson School Systems. Current users of AOS include a number of districts in Texas, including Houston ISD, Aldine ISD, and Denton, ISD.

EDmin—INFORM
EDmin focuses on “front office” operations with its INFORM system, a standards-based learning management system that makes it easy to track day-to-day classroom performance and results on state and other assessments for every student in a school, a district, or a state. Data can be compiled for an individual student or by class, grade, or other grouping, such as gender or ethnicity. Taking advantage of its Web-based capabilities, INFORM also allows parents and students to monitor attainment of standards and achievement.

INFORM was specifically designed with No Child Left Behind in mind: administrators can use it to generate reports, and teachers can use it to see a performance profile of their class and to monitor performance throughout the year. The Reports component includes predefined reports (such as Grade Level Equivalence and Stanine reports), and it can produce a wide variety of other customized output, including longitudinal reports using historical data. The Reports component also includes a module called In$ite that can indicate return on investment for various initiatives—showing, for example, the cost per student of a particular program and associated gains in learning. The Performance Center component is a summary reporting tool that provides instant snapshots of up-to-date information on standardized test results, and, using the Multiple Measures feature, results on all district assessments.

In addition to the data collection and reporting components, INFORM has a variety of other features, including components for online portfolios, creating lesson plans, recording grades, producing newsletters, and organizing meetings.

EDmin, based in San Diego, serves the education market exclusively. Its K–12 clients include Montgomery County (MD) Public Schools, Lake Washington (WA) School District, Cobb County (GA) Schools, and Jefferson County (CO) School District.

Other Companies and Products
SchoolNet focuses on Web-based solutions for the instructional side of the K–12 enterprise, with its SchoolNet Instructional Data Warehouse and Instructional Management Solutions. For clients who want a full-scale data warehouse, the company partners with eScholar (see Level 3, below). www.schoolnet.com
 

 

LEVEL 3
These sophisticated solutions provide cutting-edge data management and analysis capabilities, enabling the automation of work-flow processes and providing the ability to show trends and predict outcomes.

Oracle—PeopleSoft and Business Intelligence Enterprise Edition
Oracle is a full-service provider of data management products—from data warehouses and databases, to middleware, to analytic and reporting tools. Many K–12 districts use products in its PeopleSoft line, which includes dozens of tools for managing data and processes related to HR, finance, procurement, and other “back office” functions. Oracle also offers comprehensive solutions. For example, its AS10g suite of products provides all the components needed for a data warehouse, reporting, and portal system.

With Oracle’s high-powered tools, a district can create a data management system that integrates legacy and other systems already in place, optimizing the usefulness of existing data. The data management system can tap into both historical data, for longitudinal and trend analysis, and current, real-time data. Features can be customized to accommodate a broad range of user skills, from the novice who wants to view a simple line graph showing student attendance to the power user who wants to perform complex comparative analyses using multiple factors. Access to data can be role-based, so individuals see only data relevant to their jobs. Users can quickly generate summary reports or drill down to see underlying data for the individual student.

Oracle’s recent acquisition of Siebel Systems, Inc., has allowed it to expand its offerings in the category of business analytics and business intelligence. Its Business Intelligence Enterprise Edition (BI EE) offers a number of cutting-edge features, such as Web-based, personalized, interactive dashboards for stakeholders across the board, including administrators, teachers, and parents; proactive alerts that can warn administrators and others when risk indicators, such as teacher attendance or safety issues, need attention; and mobile analytics—anytime, anywhere access to data on a variety of devices using various delivery channels.

Oracle’s K–12 data warehouse customers include Los Angeles Unified School District, Denver Public Schools, Milwaukee Public Schools, Fairfax County (VA) Public Schools, Cincinnati (OH) Public Schools, and Richardson Independent School District (TX). Oracle also ranks as the leading provider of ERP (enterprise resource planning) solutions (e.g., HR, payroll, financial) to the largest 250 school districts in the United States.

Cognos—ReportNet and PowerPlay
Cognos offers many products in the categories of business intelligence and performance management. Two that are popular in K–12 districts are ReportNet and PowerPlay, both of which are Web-based products—accessible via any computer that has an Internet connection. The two products can work together to provide comprehensive data management, analysis, and reporting capabilities to users at all levels of the organization—central office staff, principals, teachers, and others.

ReportNet enables users to gather data from a data warehouse or various other existing data sources and generate reports of all kinds, from the simplest to the most complex. Using the product’s drag-and-drop capability, the user can easily incorporate text, charts, graphs, images, and other material into reports. ReportNet offers dashboards—easy-to-understand snapshots of critical data, using graphic elements such as gauges and charts; and scorecards, which display specific targets for various priorities and show progress toward achieving the targets. Scorecards can enhance reports by providing an instant picture of how far the organization has come—and how far it still has to go—toward meeting its goals. Users can drill down to see the reports and data that underlie both the dashboards and the scorecards.

PowerPlay enables users to access and analyze huge amounts of data almost instantaneously. The product’s sophisticated capabilities include trend analysis and projections, so that you can see how things have changed over time and how they are likely to change in the future under the same or different circumstances. PowerPlay accesses data in existing sources, no matter what platforms or applications are already in use.

A few of the K–12 districts using Cognos products are Everett (WA) Public Schools, Palm Beach County (FL) School District, Pasadena (CA) Unified School District, and districts affiliated with TIES, an education technology consortium that provides technology services to nearly 40 districts in Minnesota.

Other Companies and Products
eScholar, which works exclusively with the K–12 education market, offers the Complete Data Warehouse, a prebuilt data warehouse that includes ETL software, standard reports, and other components. The company also offers two reporting and analysis tools, eScholar VISTA Advanced and eScholar VISTA Express. http://www.escholar.com/

TetraData, which became a division of Follett Software Company in 2006, is a leading provider of data warehousing, analysis, and reporting solutions for K–12 customers. It offers a variety of products, including the TetraData Analysis Suite, which includes data warehousing and ad hoc analysis and reporting capabilities. http://www.tetradata.com

SAS Institute provides a wide range of high-powered data warehousing and business intelligence solutions for public- and private-sector enterprises, including K–12 education. Its solutions provide data management for both the business and the instructional sides of the education enterprise. http://www.sas.com/govedu/edu/index.html

 

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STN Best Practices

BEST PRACTICES : Lake Washington School District

When the Lake Washington School District in Redmond, Washington, set out to find a data management solution several years ago, academic concerns were foremost. Specifically, the district wanted to capture data related to various assessments, including both standardized and teacher-created assessments. It wanted a standards-based system that teachers would be comfortable using and that would provide them with the information they needed in real time, so they could make sound instructional decisions based on the assessment data. In addition, the district wanted a system that was Web-based and that would be able to accommodate broader needs in the future, such as connecting teachers with curriculum resources and recommended interventions, and grouping students in performance bands based on a particular standard, an assessment, or a specific classroom activity.

This careful determination of desired product features was an important step in the process of deciding which solution to purchase. The district ultimately chose INFORM, from EDmin. In addition to providing assessment data, the solution that EDmin deployed in Lake Washington includes a standards-based report card for elementary students and data related to proficiency-based graduation requirements for secondary students.

The system has been in place for more than six years, and Deputy Superintendent Chip Kimball, who was formerly the district’s chief information officer and who will become superintendent in July 2007, says the district has learned at least two important lessons during that time. The first is that “getting good clean data is hard work.” Lake Washington spent several years developing processes to make sure the data it was entering into INFORM was accurate and consistent.

The second lesson involves the readiness of the desired end users, including teachers and principals. Kimball says the district underestimated how difficult it would be to convince teachers, in particular, of the value of data and the usefulness of a product such as INFORM. Even in this technology-rich district, whose corporate neighbors include the headquarters of Microsoft, it has taken longer than anticipated to train people and get them to actually incorporate a technology solution into their work routine.

Kimball says the district realized it had to “take a step back” and provide what he calls “Assessment 101”—information related to principles and practices around assessment strategies. “Assessment and data management systems are a very complex business,” Kimball says. “It takes several years for people to fully understand them.” Expanding people’s understanding of assessment provided what Kimball calls “the core foundation” around which the district could then implement INFORM.

At the outset, EDmin trained a small cadre of initial users, who then undertook a “train the trainer” role. But the district has provided the bulk of training—an approach that has allowed it to embed learning in the local context. Participants in training sessions use real data from Lake Washington schools as they learn how to use the software and how to address specific problems with the help of the data provided. Training is mandatory for principals and teacher leaders at each school, but voluntary for others.

Kimball says training is ongoing, because the district continues to discover new things it wants to do with INFORM and new challenges it wants to address with the help of data. As the need for new tactics becomes evident, “we revisit things and scaffold the training” he says.

The data management solution has had a major impact on the work of principals, teacher leaders, and the central office administrators who supervise principals, according to Kimball. Data derived from INFORM now drives school improvement plans, which, in turn, drive the work of the schools.

Kimball is emphatic about the value of Lake Washington’s investment in a data management solution. “I can’t imagine doing the work we do without this kind of tool to provide data for us,” he says.

Based on his experience, Kimball offers the following advice to education decision makers who are considering an investment in a data management and analysis solution: “Train, train, train, train.” Training should begin with making sure the end users understand the larger context of why the solution is useful. As noted earlier, in the case of implementing INFORM in Lake Washington, the training began with helping people understand general issues related to assessment.

Beyond training, Kimball offers these suggestions:

  • Look for simplicity in the user interface—the screens that the end user will see and interact with.
  • Make sure good systems are in place to provide clean, accurate, and consistent data.
  • Find ways to build data-driven decision making into the organizational culture.

On the last point, Kimball says shaping the culture involves such things as setting expectations at the top, modeling the desired behavior, and asking questions that require the use of data.

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