Los Angeles Unified School District: Budgeting for Student Achievement Team 5 February 19, 2011

1. Los Angeles Unified School District: Budgeting for Student Achievement Team 5 February 19, 2011

2. AGENDA • Context • Messaging Strategy • Implementation Strategy • Things to do on Monday

3. WHILE LAUSD IS FACING SEVERE BUDGET CUTS… LAUSD Budget Projections (2010-2013) $ Billions Key issues: -9% CAGR Significant cuts in per-school and per-student budgets: Source: LAUSD case, team analysis • ~$240,000 reduction per school ($240 per student) in 2011-2012 budget • Additional ~$595,000 reduction in per-school budget for 2012-2013 ($595 per student)

4. …THE DISTRICT IS TRYING TO IMPLEMENT A NEW BUDGETING METHODOLOGY Staffing Ratio Funding Model (SRFM) “Money follows teachers” Budgeting for Student Achievement (BSA) “Money follows students” • Based on: • Staffing estimates based on student enrollment • Teacher salaries • Based on: • Student attendance Source: LAUSD case, team analysis

5. THIS CREATES OPPORTUNITIES FOR THE DISTRICT AS WELL AS SIGNIFICANT RISKS Opportunities of BSA Methodology Risks of BSA Methodology • Greater funding equity across schools • More stakeholder autonomy over budget decisions • Tighter budget fit to actual school needs • Stronger sense of empowerment of principals, teachers , parents and other stakeholders • Higher levels of overall stakeholder engagement in the budget process • Resistance by wealthy schools and related stakeholders as budgeting equity could decrease their budgets • Resistance by unions against budget changes and principal autonomy • Risk of budget process failure due to lack of budget training of principals • Potential for blaming BSA methodology for overall budget shortfall Source: LAUSD case, team analysis

6. IN ORDER TO MITIGATE RISKS, LAUSD NEEDS TO USE CURRENT BUDGET CRISIS TO ITS ADVANTAGE AND CREATE A UNIFIED MESSAGE OUR KIDS! OUR SCHOOL! OUR MONEY! OUR CHOICE! Source: LAUSD,Team analysis 5

7. HOWEVER, IN ORDER TO SUCCEED, LAUSD NEEDS TO CONCENTRATE ON BOTH MESSAGING AND IMPLEMENTATION Goals of comprehensive BSA strategy: Awareness Understanding Buy-In Action Ownership Messaging Strategy Implementation Strategy • Use existing messaging channels • Create customized messaging strategies for individual stakeholders • Learn from Oakland RBB implementation • Utilize new free technologies to build scale and collaboration under resource constraints Source: Team analysis

8. AGENDA • Context • Messaging Strategy • Implementation Strategy • Things to do on Monday

9. STAKEHOLDERS VARY IN THEIR INFLUENCING POWER AND EASE OF PENETRATION BY LAUSD Area of focus Students High CBOs Unions Admin Principals Accessibility Teachers Parents Community Leaders Low Low High Influencing Power Source: Team analysis

10. Internal Channels STAKEHOLDER COMMUNICATION ECOSYSTEM External Channels Current Stakeholder Communication Ecosystem CBOs & Community Leaders Media Unions Principals Principals Teachers Teachers Teachers Parents Parents Parents Parents Students Students Students Students Benefits of current system Weaknesses of current system • Established means of communication • High speed of communication • High ease of use • Difficulty in controlling the message • Possibility for message change or dilution • Chance for stakeholders to modify message Source: Team analysis District

11. Internal Channels STAKEHOLDER COMMUNICATION ECOSYSTEM External Channels Current Stakeholder Communication Ecosystem CBOs & Community Leaders 5 Media 4 1 Unions Principals Principals 2 Teachers Teachers Teachers 3 Parents Parents Parents Parents Students Students Students Students • Use existing communications channels for speed • Build specific channels catered to each stakeholder to manage message control Source: Team analysis District

12. CHANNEL INVENTORY New vs. Traditional Benefit Reach & cost Reach, Entertaining Easy to understand Good for Awareness Reach & credibility Easy to control & track metrics Allows 2-way communication Risks Easily ignored No metrics No metrics Lacks depth & Language targeting Lack of control Underutilized & misses offline population Lack of attendance Ideas Use concise articles & point to website for more information Host panels with Oakland principals Use it for announcement to parents Meet with press & point them to Oakland’s success Utilize Youtube to host explanatory videos & distribute via FaceBook Start with SOTU for principals Source: LAUSD Case, Team analysis Channel All-Employee Newsletter KLCS TV Phone Messages News Media Internet (Website) & Email Public Meetings

13. CHANNEL AND STAKEHOLDER MATRIX Source: Team analysis Create matrix of mkting channel and stakeholder GERMAN

14. 1 PRINCIPALS Stakeholder Needs: Proposed Message: • Improved Communication • Budget Training • Professional Development • Increased support on unique needs (i.e. special education, operations issues, etc.) • More staff • BSA principals found that communication increased and improved • BSA principals are guided in developing a valuable new skill set • Unique challenges call for unique solutions, BSA will allow you to budget for that • BSA will allow you to achieve the right staffing levels for your school Communication Timeline: Awareness Understanding Buy-In Channel: Email Website Meetings State of the Union Source: LAUSD Case, Team analysis

15. 2 TEACHERS Stakeholder Needs: Proposed Message: • Job security • Professional development • Mobility • Opportunities for career advancement • Teaching support • Information about school budget • More equity for students • Better job security, Less $ spent at district • Potential for more tailored PD • No Change in Due Process/Union Protection • Enhanced teaching support as schools have authority over spending • Increased Transparency Communication Timeline: Awareness Understanding Buy-In Channel: Email Website Meetings News Media Newsletter Source: LAUSD Case, Team analysis

16. 3 PARENTS Stakeholder Needs: Proposed Message: • Trust • Resources for Student Achievement • Quality Education • Programs relevant to their child’s needs • Qualified teachers • Equity for kids: money follows child • Resources/programs are more tailored for student needs • Transparency • Higher input and parental engagement school site council and academic collaboration • Allows principals to make decisions about which teaching positions will produce the best results at school site Communication Timeline: Awareness Understanding Buy-In Channel: News Media Website Meetings Phone Messages KLCS-TV Source: LAUSD Case, Team analysis

17. 4 UNIONS Stakeholder Needs: Proposed Message: • Membership • Bargaining power • Continually improving benefits for members • Prestige for leaders at high and mid-levels • Appearing reasonable among the media/public • Do your collective bargain at the school site. Get more. • Avoid the monster collective bargaining agreement with the district. • More flexibility in staffing at the school site allows for better job prospects for members. • Shield members from top-down staffing decrees. More concessions from a more manageable pot. Communication Timeline: Awareness Understanding Buy-In Channel: Email News Media Meetings Website Source: LAUSD Case, Team analysis

18. 5 COMMUNITY-BASED ORGANIZATIONS & COMMUNITY LEADERS Stakeholder Needs: Proposed Message: • Facilities and students • Cooperation w/ student leaders • Funding (if private funding) • Evidence of their positive external impact • Secure contracts w/ schools; resources at school-level • BSA = more communication & collaboration to fulfill needs • More security & resources in stronger school-site partnerships • BSA effect on student achievement supports presence of CBOs and community leaders • Shielding from district woes, stability overall Communication Timeline: Awareness Understanding Buy-In Channel: Email News Media Meetings KCLS TV Source: LAUSD Case, Team analysis

19. SOME MORE PROPOSED MESSAGING… OLD SCHOOL NEW SCHOOL Our Kids! Their District Our Money! Our School! Their Budget OUR CHOICE! Source: Team analysis

20. SOME MORE PROPOSED MESSAGING… ESCUELA NUEVA ESCUELA VIEJA Su Distrito Nuestro Hijos Nuestro Dinero, Nuestra Escuela SU Presupuesto NUESTRA DECISION Source: Team analysis

21. ADDITIONAL MESSAGING USING OAKLAND RBB IMPLEMENTATION HOW RESULTS BASED BUDGETING WORKSThe BSA Model Ensures Budget Equity Pre-BSA Allocations BSA Allocations Success in LAUSD Pilots Source: OUSD, Center for American Progress, Team analysis

22. CREATE VIDEO TO EXPLAIN BSA TO STAKEHOLDERS

23. AGENDA • Context • Messaging Strategy • Implementation Strategy • Things to do on Monday

24. STANDING ON OAKLAND’S SHOULDERS: AN INTELLIGENT ROLL-OUT

25. STANDING ON OAKLAND’S SHOULDERS: LESSONS FROM OAKLAND

26. IMPLEMENTATION THAT ADDRESSES STAKEHOLDER CONCERNS AT BSA PILOT SCHOOLS

27. DOING MORE WITH LESS Utilize free online technology to build scale Tech LAUSD BSA implementation needs Simple Free • Build budgeting support scale under significant resource constraints • Lower staffing levels • Budget cuts • Utilize BSA groups to conduct quick implementation across all schools Promote collaboration among Districts, schools, principals and parents • Create a principal buddy system with Oakland OUSD • Create collaboration and innovation prizes to promote collaboration between schools, principals and parents Action Ownership Awareness Understanding Buy-In

28. BUILD TRAINING SUPPORT SCALE THROUGH FREE GOOGLE TOOLS Source: Google

29. SCALE COLLABORATION THROUGH USING “TIP JAR” Source: Tip Jar

30. INCREASE COLLABORATION AND PRINCIPAL-READINESS THROUGH OUSD-LAUSD BUDDY PROGRAM Purpose • Build on best practices from Oakland RBB implementation • Provide one-on-one budgeting support for principals Description • LAUSD principals will be paired up with OUSD principals to exchange key learnings from Oakland RBB implementation • OUSD principals will serve as “buddies” or mentors to facilitate budgeting process • Utilize RBB online budgeting tools Desired Outcome • Enhanced training for LAUSD principles • Greater implementation readiness as RBB learnings are incorporated into LAUSD implementation • Increased levels of support for LAUSD principles • Increased budget fit to support student outcomes Source: Team analysis

31. IMPROVE COLLABORATION THROUGH OFFERING INNOVATION/ COLLABORATION PRIZES Annual Prizes for Innovation and Collaboration Purpose • Foster innovation collaboration between schools, principals and parents through awarding annual prizes Description • Provide annual prizes that promote collaboration among schools, principals and parents • Prizes could include: • Annual Innovation Prize for Principals who created a sustained budgeting innovation adopted by the District • Annual Parents-Principal Collaboration prize for parents and principals who showed a high level of collaboration in building budgets that best fit their school’s needs Desired Outcome • Increased trust, collaboration and innovation among schools, principals and parents • Enhanced community engagement in budgeting process Source: Team analysis

32. IN ORDER TO ENSURE SUCCESSFUL IMPLEMENTATION, CONTINUOUS MEASUREMENT OF KEY METRICS IS CRUCIAL • Key metrics to be tracked: • CAHSEE Pass Rate • Graduation Rate • CST Proficiency • Academic Performance Index • One-Day Walk Through • School Quality Review • Steering Committee Review Source: Center for American Progress

33. AGENDA • Context • Messaging Strategy • Implementation Strategy • Things to do on Monday

34. THINGS TO DO ON MONDAY • Contact Oakland Unified School District to set up buddy program • Continue dialogue around providing schools the choice to opt out of central services (potential savings of $300-400/student) • Recruit tech-savvy staff who has experience with online support services • Create educational videos and website tools (i.e., Common Craft) • Engage LA Compact signers to support BSA initiative • Look up Google Sites, Moderator & Tip Jar

35. 34 Our Money! Our Kids! Our School! Our Choice!