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JANUARY 2018
Continuous Professional Development Diploma in
Effective School Leadership (CPD-DESL)
VOLUME 2: CREATING STRATEGIC DIRECTION FOR THE SCHOOL
STUDENT MANUAL
2nd EDITION
Cover Diploma Course_SL - Student Manual Module 2_Ed2_v0.0 bw.pdf 1 9/20/2018 02:54:55 PM
105
Please cite this publication as:
UR-CE (2018) Continuous Professional Development Diploma in Effective School Leadership, Student Manual, Volume 2, 2nd Edition, Kigali.
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Cover Diploma Course_SL - Student Manual Module 2_Ed2_v0.0 bw.pdf 2 9/20/2018 02:54:55 PM
MODULE 1: OVERVIEW OF SCHOOL LEADERSHIP/ WORKING WITH PARENTS AND THE LOCAL COMMUNITY
JANUARY 2018
STUDENT MANUAL
Continuous ProfessionalDevelopment Diploma in
Effective School Leadership (CPD-DESL)
MODULE 1: OVERVIEW OF SCHOOL LEADERSHIP/ WORKING WITH PARENTS AND THE LOCAL COMMUNITY
JANUARY 2018
STUDENT MANUAL
Development Diploma in
(CPD-DESL)
MODULE 1: OVERVIEW OF SCHOOL LEADERSHIP/ WORKING WITH PARENTS AND THE LOCAL COMMUNITY
STUDENT MANUAL
Development Diploma in
(CPD-DESL)
Cover Final.pdf 1 9/1/2018 11:35:28 AM
Cover Final.pdf 1 9/6/2018 10:14:21 AM
Continuous Professional Development Diploma
in Effective School Leadership (CPD-DESL)
MODULE TWO
CREATING STRATEGIC DIRECTION FOR THE SCHOOL
STUDENT MANUAL
VOLUME2, 2nd EDITION
OCTOBER 2018
105
Please cite this publication as:
UR-CE (2018) Continuous Professional Development Diploma in Effective School Leadership, Student Manual, Volume 2, 2nd Edition, Kigali.
Copyright Notice
This material is licensed under an Attribution-Non-commercial-Share alike Creative Commons License. This means that you can remix, tweak, and build upon the work non-commercially, as long as you credit this work and license your new creations under identical terms.
Designed and printed by WICONNECT LTD
Cover Diploma Course_SL - Student Manual Module 2_Ed2_v0.0 bw.pdf 2 9/20/2018 02:54:55 PM
JANUARY 2018
Continuous Professional Development Diploma in
Effective School Leadership (CPD-DESL)
VOLUME 2: SETTING THE STRATEGIC DIRECTION OF THE SCHOOL
STUDENT MANUAL
Cover.pdf 1 05/03/2018 06:35:34 PM
MODULE 1: OVERVIEW OF SCHOOL LEADERSHIP/ WORKING WITH PARENTS AND THE LOCAL COMMUNITY
JANUARY 2018
STUDENT MANUAL
Continuous ProfessionalDevelopment Diploma in
Effective School Leadership (CPD-DESL)
MODULE 1: OVERVIEW OF SCHOOL LEADERSHIP/ WORKING WITH PARENTS AND THE LOCAL COMMUNITY
JANUARY 2018
STUDENT MANUAL
Development Diploma in
(CPD-DESL)
MODULE 1: OVERVIEW OF SCHOOL LEADERSHIP/ WORKING WITH PARENTS AND THE LOCAL COMMUNITY
STUDENT MANUAL
Development Diploma in
(CPD-DESL)
Cover Final.pdf 1 9/1/2018 11:35:28 AM
Cover Final.pdf 1 9/6/2018 10:14:21 AM
UR-CE 2018
UR-CE 2018Continuous Professional Development Diploma in Effective School LeadershipCPD-DESL
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Table of Contents
LIST OF FIGURES v
LIST OF TABLES vi
LIST OF ACRONYMS vii
ABOUT THE AUTHORS viii
ACKNOWLEDGEMENTS x
MODULE TWO: CREATING STRATEGIC DIRECTION FOR THE SCHOOL 1
Introduction 3
Definitionofstrategy 3
UNIT ONE: SCHOOL IMPROVEMENT PLANNING 6
Introduction 6
Learningoutcomes 7
UnderstandingtheSchoolImprovementPlan 8
Section1:SchoolImprovementPlanningProcess 9
Section2:ComponentsoftheSIP 12
Section3:InvolvingstakeholdersintheSIPprocess 14
Section 4:KeystepsintheSIPdevelopmentprocess 18
UNITTWO:DEVELOPINGAVISION,MISSIONANDVALUESOFTHESCHOOL 34
Introduction 34
LearningOutcomes 35
Section1:DefinitionofaSchoolVisionandMission 36
Section2:LoopsofLearning 40
Section3:FormulatingaVisionandMissionfortheSchool 43
Section4:IntegratingInclusiveEducationintotheStrategicDirectionoftheSchool 45
Section5:IdentifyingtheCoreValuesoftheSchool 50
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UNITTHREE:MONITORINGANDEVALUATINGTHEIMPLEMENTATIONOFTHESIP 56
Introduction 56
LearningOutcomes 58
Section1:MonitoringandEvaluation 59
Section2:ReasonsforMonitoringandEvaluation 63
Section3:KeyConceptsinMonitoringandEvaluation 64
Section5:LevelsofMonitoringandEvaluation 77
Section6:InvolvingOthersinMonitoringandEvaluation 80
GLOSSARY 83
REFERENCES 86
APPENDICES 88
Appendix1:SchoolImprovementPlanningStructure 88
Appendix2:AnnualActionPlanStructure 90
Appendix3:MonitoringandEvaluationTemplate 91
Appendix4:DataCollectionMethods 92
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LIST OF FIGURES
Figure1:Schoolimprovementasacontinuousprocess(PDCACycle) 9
Figure2:SchoolImprovementPlanFramework 18
Figure3:SWOTanalysisframework 22
Figure4:Classificationofgoalsaccordingtoimportanceandcomplexity 28
Figure5:Translating100%ideasinto15%actions 30
Figure6:Single,doubleandtriplelooplearning 41
Figure7:Concentriclevelsofvalues 52
Figure8:TheM&Ecycle 70
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LIST OF TABLES
Table1:CompositionoftheSIPPlanningTeam 16
Table2:Categoriesofdata 20
Table3:SWOTAnalysisFramework 23
Table4:ExampleofaSWOTAnalysisdiagram 24
Table5:Templateforidentifyingpointsforpreservationandactionsforimprovement 32
Table6:Levelsoflearning 40
Table7:Actionstopromoteinclusiveeducationintheschool 48
Table8:Differencesbetweenmonitoringandevaluation 61
Table9:Keyconceptsinmonitoringandevaluation 65
Table10:Examplesofinputs,activities,output,outcomeandimpact 68
Table11:Exampleofanindicatortable 76
Table12:Levels/PhasesinM&EbasedonEFQM 79
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LIST OF ACRONYMS
EFQM EuropeanFoundationforQualityManagement
GS GroupeScolaire
IE InclusiveEducation
KOV KatholiekOnderwijsVlaanderen
PDCA Plan-Do-Check-Act
REB RwandaEducationBoard
SEO SectorEducationOfficer
SGAC SchoolGeneralAssemblyCommittee
SGA SchoolGeneralAssembly
SIP SchoolImprovementPlan
SWOT Strengths,Weaknesses,OpportunitiesandThreats
UR-CE UniversityofRwanda–CollegeofEducation
VVOB VlaamseVerenigingvoorOntwikkelingssamenwerkingenTechnische
Bijstand (Flemish Association for Development Cooperation and
TechnicalAssistance)
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ABOUT THE AUTHORS
Dr Claudien NTAHOMVUKIYE (PhD)isaLectureratUniversityofRwanda-CollegeofEducation.
HeholdsaPhDinEducationalLeadershipandManagementfromtheWitwatersrandUniversity,
SouthAfricasince2012.Hehasover20yearsofworkexperience in thefieldofEducation
where he occupied various posts at secondary and tertiary level of Education in Rwanda.
Hehasbeeninvolvedinvariouseducationrelatedprojects,especially inthefieldofschool
leadershipandManagement.DrNtahomvukiyehaspublishedaseriesofarticlesrelatedto
hisfieldofinterestfocusingonschoolleadershipandManagementforschoolimprovement.
Dr Irénée NDAYAMBAJE (PhD)iscurrentlytheDirectorGeneralofRwandaEducationBoard
(REB).BeforehisappointmentasDirectorGeneralofREB,Dr.NdayambajewasaLecturerat
theUniversityofRwanda-CollegeofEducation.HeholdsaPhDinEducationalPlanningfrom
KenyattaUniversity.Hehasawideteaching,research,publicationandconsultancyexperience
intheareasof(i)ResearchMethodsinEducationandSocialSciences,(ii)EducationalPlanning
andPolicyFormulation,(iii)MonitoringandEvaluationand(iv)Open,DistanceandeLearning.
Dr Gabriel Nizeyimana (PhD)isaSeniorLecturerintheSchoolofEducationattheUniversity
ofRwanda-CollegeofEducation.HeisaPhDholderinTeacherEducation.Hisresearchinterest
ismainlyonstudentengagementandteacherbeliefs.
Dr Philothère Ntawiha (PhD) is a lecturer at University of Rwanda-College of Education.
He holds a PhD in Economics of Education and Educational Planning.His areas of interest
include:educationalplanning,internalefficiencyofeducationsystems,equity,publicprivate
partnershipineducation,peaceeducation,humanrightseducation,andresearchmethodsin
education.Philothèrehasawideteaching,researchandpublicationexperienceinhisfieldsof
expertise.
Jean Claude Ndagijimana is an Assistant Lecturer at University of Rwanda-College of
Education.HeholdsaMasterofEducationDegreeinCurriculum(HigherEducation).Hehas
taught atUniversity level for over ten years. He has taught courses related to curriculum,
pedagogy and assessment. He has conducted research and consultancies in the field of
curriculumdevelopment, teaching, learning andassessment at both secondary andhigher
educationlevels.Hehasalsobeenengagedinthefieldoftrainingoftrainersindifferentareas
ofeducation.
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Mr Dieudonné Tuyishime isanAssistantLecturerat theUniversityofRwanda–Collegeof
Education (UR-CE)wherehehas taught for the last3years.HeholdsaMaster’sdegree in
Education(LeadershipandManagement)fromMountKenyaUniversity.Hisresearchinterests
includeschoolleadership,teachermotivationandguidanceandcounselling.
Mrs Chantal Kabanda DusabeisEducationAdvisorSchoolLeadershipwithVVOB.Sheholds
aMaster of Education in EducationalAdministration from theUniversity of EasternAfrica,
Baraton -Kenya.Before joiningVVOB in June2017, shewas a lecturer at theUniversityof
Rwanda-CollegeofEducation.
Mr Stefaan Vande Walle iseducationadvisorschoolleadershipwithVVOB.HeholdsMaster’s
DegreesfromtheUniversityofLeuven,Belgium(geography),RadboudUniversityNijmegen,
TheNetherlands(projectplanning)andtheOpenUniversity,UK(onlineanddistanceeducation).
HehasbeenworkingforVVOBsince2008inCambodia,SouthAfricaandRwanda.Hisareasof
specializationincludeschoolleadership,STEMeducationandonlinelearning.
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ACKNOWLEDGEMENTS
Weowea largedebtofthankstotheauthorsofthisguide:DrClaudienNtahomvukiye,Dr
IrénéeNdayambaje,DrGabrielNizeyimana,DrPhilothèreNtawiha,MrDieudonnéTuyishime,
ChantalKabandaDusabeandStefaanVandeWalle. Weextendaspecialwordofgratitude
toKarelBinon(KatholiekOnderwijsVlaanderen),MiekeVanVlasselaer(KatholiekOnderwijs
Vlaanderen),DianeMills(UNESCOConsultant),LieveLeroy(VVOB),UweraMarieProvidence
(SavetheChildren/MurekeDusome),SolangeUmwizerwa(SavetheChildren/MurekeDusome),
SofiaCozzolino(SavetheChildren/MurekeDusome),InnocentUwimana(SchoolLeadership
andManagementUnit/REB)andEugeneRukeba(SchoolLeadershipandManagementUnit/
REB),KwizeraJeandeDieu(HeadTeacher,GSBumbogo),SewaseJeanClaude(HeadTeacher,
GSBusanza),MushimiyimanaAiméeBéata,(HeadTeacher,GSGihogwe),HategekimanaMarc,
(formerHeadTeacher,GSKabuga)andMukanezaJeannine(HeadTeacher,GSKimisagara)who
haveplayedcrucialadditionalrolesindevelopingandreviewingthecoursetext.
ThisprogrammewouldnothavebeenpossiblewithoutthefinancialsupportfromtheBelgian
Government,MastercardFoundationandUNESCO/OFIDFundforselectedpartsofthiscourse.
Finally,weliketothanktheMinistryofEducationinRwanda(MINEDUC),RwandaEducation
Board(REB)andtheUniversityofRwanda,CollegeofEducationfortheircontinuedsupportto
educationinRwandaingeneralandtothisContinuousProfessionalDevelopmentDiplomain
EffectiveSchoolLeadershipforHeadTeachersinparticular.
MODULE TWO
CREATING STRATEGIC DIRECTION FOR THE SCHOOL
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Introduction
Thismoduleisaboutcreatingastrategicdirectionfortheschool.Thisisakeyskillforschool
leaders.Strategicdirectiongivesguidancetoallstaffaboutwhataschoolwantstoachieve
andwhatitstandsfor.Thesuccessofaschooldependstoagreatdealonhowcapableschool
leadersaretoclearlydefinewheretheschoolwantstogoandwhatisrequiredtogetthere.
Thestrategicdirectionprovidesfocus,aframeworkwithintheschooloperatesandasourceof
motivationforallstakeholders.
Themodule isstructured inthreeunits. Thefirsttwounitscorrespondwiththetwomain
instrumentsthatyouhavetoshapethestrategicdirectioninyourschool.Inunitone,wewill
lookattheSchoolImprovementPlan.WewilldiscusswhyaSIPisnecessary,whatitshould
containandhowtodevelopittogetherwithallstakeholdersinyourschool.Wewillusethe
Plan-Do-Check-Act(PDCA)cycletoguidetheplanningprocess.
Inunit two,wewill focuson themission,visionandvaluesofa school. Starting fromthe
conceptofsingle,doubleandtriplelooplearning,wewilldeveloptheideaofvision,mission
andvaluesastheresultofacollectivereflectiononthereasonforouractions.Wewillpractise
developingavisionandmissionforyourschoolanddiscussaboutaschool’scorevaluesand
howtoinfluencethem.Finally,wewilldiscusshowamission,visionandvaluesarecrucial
instrumentstomakeaschoolinclusive.
Inunitthree,wediscussmonitoringandevaluation.Bothmonitoringandevaluationarekey
processesinschoolimprovementplanning.Theywillinformyouwhethertheschoolisdoing
thingsright(monitoring)andwhethertheschool isdoingtherightthings(evaluation). We
will seehowyoucanusemonitoringandevaluation toguideyou in thedevelopmentand
implementationoftheschool’svisionandmission.
Definition of strategy
Thetermstrategyisoftenused,butwhatdoesitexactlymeantocreateastrategicdirection
for the school. Onedefinitionof strategy is “the management’s plans to attain outcomes
consistent with the organisation’s mission and goals” (Wright,Kroll,&Parnell,1998). Mintzberg
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hasreviewedthewiderangeofdefinitionsofstrategyandidentifiedsomeareasofcommon
agreement(Mintzberg,Ahlstrand,&Lampel,2009):
▪ strategyconcernsboththeorganisationandtheenvironment;
▪ thesubstanceofstrategyiscomplex;
▪ strategyinvolvesissuesofbothcontentandprocess;
▪ strategiesarenotpurelydeliberatebutcanbeemergentaswell.Noteverything
canbeplannedandforeseenbeforehand.
Having a strategy has a number of advantages: setting out the course of an organisation,
promotingcoordinationofactivitiesandreducingambiguityandprovidingorder(Mintzberg
etal.,2009).However,Mintzbergwarnsforgivingtoomuchimportancetoastrategyasan
instrument forsettingdirectionandfocusingeffort:“strategic direction can also serve as a
set of blinders to hide potential dangers. Setting out on a predetermined course in unknown
waters is the perfect way to sail into an iceberg. It is also important to look sideways.”
(Mintzbergetal.,2009,p.16).Asaconclusion,wecansaythatastrategy(andthestrategic
managementprocess)isvitalforanorganisation,butitisimportanttokeepanopenmindto
otherpossibilities.
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Learning Outcomes
Uponsuccessfulcompletionofthismodule,participantswillbeableto:
▪ Demonstrateunderstandingoftheimportanceofhavingastrategy,mission,vision
andcorevaluesinaschool;
▪ DescribethePDCACycleasaplanningtoolforsettingstrategicdirections;
▪ Explaintheconceptsofsingle,doubleandtriplelooplearning;
▪ Distinguishbetweentheconceptsandbenefitsofavision,missionandcorevalues;
▪ Developaninspirationalvisionandpracticalmissionstatement;
▪ Identifyanddevelopcorevaluesforaschool;
▪ Worktogetherwithallstakeholderstodevelopandimplementastrategicdirection
fortheschool;
▪ DevelopaSIPinlinewiththeschool’svisionandeducationpolicies;
▪ Toenhancetheteachingandlearningactivitiestoachievetheschoolvision.
▪ Criticallyanalysetheresourcesneededfortheschooltoachieveitsmissionand
vision
▪ Communicateacommitmenttoexcellenceandhighexpectationsforall.
▪ Usetheprocessofsettingthestrategicdirectiontomaketheschoolmoreinclusive.
▪ Valuetheimportanceofsettingastrategicdirectionforaschool;
▪ RecognizetheSIPasaninstrumenttocreatestrategicdirectionfortheschool;
▪ Committousingaschoolvision,missionandvaluesasinstrumentstosetstrategic
direction;
▪ Valuetheimportanceofastrategicdirectioninmakingaschoolmoreinclusive;
▪ Showcommitmenttodrivetheschooltowardsexcellence;
▪ Demonstrateunderstandingofmonitoringandevaluation;
▪ Usemonitoringandevaluationtoguidethedevelopmentandimplementationof
theschool’svision,missionandSIP.
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UNIT ONE
SCHOOL IMPROVEMENT PLANNING
Introduction
Inthisunit,wewillintroducetheSchoolImprovementPlan(SIP)asakeyinstrumentforschool
leaderstocreatestrategicdirectiontotheirschools.Indifferentsections,wewilllookatwhat
aSIPis,itskeycomponents,theplanningteamandthedifferentstepsintheplanningprocess.
Activity 1
Thinkindividuallyaboutthefollowingquestions:
▪ WhatisaSchoolImprovementPlan?
▪ DoyouhaveaSchoolImprovementPlaninyourschool?Ifyes,hasitbeenuseful
foryouandothers?Ifno,doyouthinkhavingonewouldbeuseful?
Afterafewminutes,shareyouranswerswithyourneighbourandtrytocometoanagreement.
Preparetosharetheoutcomesofthediscussionwiththewholegroup.
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Learning outcomes
Uponsuccessfulcompletionofthisunit,participantsshouldbeableto:
▪ Demonstrateknowledgeandunderstandingoftheconceptsofschoolimprovement
planning,vision,missionandvalues;
▪ ExplainthestagesinthedevelopmentofaSIP;
▪ Establishmechanismsofcommunicatingtheschoolvision,missionandvalues;
▪ CriticizeandimprovetheexistingSIP;
▪ Developappropriatestrategiestoimproveschoolachievement;
▪ Identifytheroleofmonitoringandevaluationinschoolimprovement;
▪ Listtypesofschooldatatobecollectedanddatacollectiontechniques;
▪ Analysetheirschoolsituationbyidentifyingstrengths,weaknesses,opportunities
andthreatsfromtheirschooldata;
▪ Engageallcommunitystakeholders fairlyandeffectively inschool improvement
planning;
▪ Demonstratetheattitudesofbeingimpartial,meticulousandmethodicalinschool
improvementplanning;
▪ RecognizetheimportanceoftheSIPinsettingthestrategicdirectionoftheschool.
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Understanding the School Improvement Plan
ASIP isa roadmap that setsout thechangesa schoolneeds tomake to improvestudent
achievement and shows how and when these changes will bemade. The SIP is the key
instrumenttogivestrategicdirectiontoaschool.
TheSIPcontains:
▪ Asetofgoalstobeachievedinthenextthreetofiveyears.
▪ Annualactionplans.
TheSIPisalong-termplanfor3-5yearsforachievingtheschoolvision.Everyyear,anaction
planoroperationalplanismadewhichisthebreakdownoftheSIP(REB,2018).Thepurpose
ofaSIPistooutlinethedirectionoftheschool,identifyissuesimpactingtheschoolanddecide
ontheprioritiesforaction.Itdefineswhattheschoolvaluesmost,setsouttheschool’sgoals
andtargetsandidentifieskeystrategiesforimprovement.Thisinfluencesresourcingpriorities.
ASIPshouldriseabovetheday-to-daybusinessofyourschool.Itshouldbeinspiringandoffer
along-termvisionfortheschool.Itshouldsayhowyourschoolwillcontributetoachieving
nationalgoals. Aboveall,aSIPprovidesthecommonground inwhichallgoals,objectives
andactivitiesfit.Itgivesguidancetoallstakeholdersoftheschoolabouttheprioritiesand
describeshowtheschoolwillimplementstandardsofeffectiveleadership.
TheSIPhelpstheschoolto(REB,2018):
▪ focuseffortsonwhatisimportantinimprovingstudents’learningachievement;
▪ avoidmisuseofschoolresourcesandensuretheireffectiveallocation;
▪ followuponhowschoolactivitiesarecarriedout;
▪ developasenseofownershipbyschoolcommunitymembers;
▪ holdschoolcommunitymembersaccountableforstudentsuccess;
▪ developstrategiesbeforeembarkingonactivities.
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Section 1: School Improvement Planning Process
Developing a SIP is aprocess throughwhich schools set goals for improvement andmake
decisionsabouthowandwhenthesegoalswillbeachieved.SchoolImprovementPlansare
“living”documentsthatschoolsusetomonitortheirperformanceandtomakerevisionswhen
necessary(forexampleonceayear)toensurethattheplanandgoalsstayrelevant.
1.1 Plan-Do-Check-Act (PDCA) cycle
Activity 2
Thinkbrieflyaboutthefollowingstatement:
“In the development of a SIP, the journey is more important than the destination.”
Doyouagreewiththestatement?Writedowninonesentencewhyyouagreeordisagree
withthestatement.Shareyourideaswithyourneighbour.
The SIP provides a framework for analysing problems, identifying causes and addressing
instructional challenges in a school. The SIP contains both the strategies and actions to
improvestudentlearningandachievement.TheSIPisacontinuousprocessthatfollowsthe
Plan-Do-Check-Act(PDCA)cycle(Figure1).
Figure 1: School improvement as a continuous process (PDCA Cycle)
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AsillustratedinFigure1,duringeachstageofthecycle,theSIPformstheanchorpointfor
discussions.
▪ Plan:takingstock,identifyingresources,settingtargets
▪ Do:implement,observeandcollectdata
▪ Check:didthingshappenaccordingtoplan?(monitoringandevaluation)
▪ Act:howtoimprove?(reflecting,revisingtheplan,developinganewactionplan)
SIPsshouldbeselective:theyhelpschoolleaders,teachersandtheSchoolGeneralAssembly
Committees(SGAC)toanswerthequestions“Whatwillwefocusonnow?”and“Whatwillwe
leaveuntillater?”Theyencouragestaffandparentstomonitorstudentachievementlevels
andotherfactorsthatinfluenceteachingandlearning.SIPsshouldbringfocusinschoolsby
identifyingthepriorities.
Goodqualitydata iscrucial tomakeaSIP. Without informationaboutwheretheschool is
in termsof teachingand learning,youarenavigatingwithoutacompass. Withup-to-date
information,schoolscanbetterrespondtoneedsofstudents,teachersandparents.Thisisto
makesurethateveryoneagreesontheinitialsituationandtodeterminetogetherwhatneeds
tobeimprovedintheschool.Astheplanisimplemented,schoolsshouldcontinuetogather
data.Monitoringwillhelpyoutoknowwhetheryouareontrackandevaluationwillinform
youwhetherthegoalshavebeenachieved.Bycomparingthedatatotheinitialinformation
onwhich theplanwasbased,stakeholders insideandoutside theschoolcanmeasure the
successoftheimprovementstrategies.Withup-to-dateandreliableinformationabouthow
studentsareperforming,schoolscanrespondbettertotheneedsofstudents,teachers,and
parents.
ASIP isalsoamechanismthroughwhichpeoplecanhold schools accountable for learner
success and through which they can measure improvement. Schools should be held
accountable to performance standards that reflectwhat they are contributing to learners’
achievementandgrowth;that is,weshould focusonwhatschoolscontributetochildren’s
learninggiventherealitiesinwhichtheywork(Darling-Hammond,LaPointe,Meyerson,&Orr,
2007;Heck,2000).AnimportantfunctionoftheSIPprocessistoincreasetheinvolvementof
parentsintheirchildren’slearningatschoolandhome.ThroughtheSIPparentsandthelocal
communitycanhaveasayintheschoolandholdtheschoolaccountable.
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© vvob 2018
Activity 3
FindexamplesofactivitiesthatyouperforminyourschoolateachstageofthePDCAcircle
duringtheimplementationoftheSIP.Discussyourideasinsmallgroupsandwritethemon
aflipchart.Considertheroleofdifferentstakeholdersintheschool(headteacher,deputy
headteachers,otherstakeholders).
Summary: Why should we have a school-owned SIP?
▪ Haveacommonunderstandingonthechallengestoschoolperformanceandfind
potentialsolutions;
▪ Involveteachersintothe‘biggerpicture”oftheschool,beyondthewallsoftheir
classrooms;
▪ Keyinstrumentwithinplan–do–check–act(PDCA)cycle;
▪ Sharedfocusonpriorities;
▪ Identifyprioritiesforlimitedresources(time,money);
▪ Stimulatecriticalreflectionandgroupdiscussion;
▪ Involveparentsandthelocalcommunityintheteachingandlearningattheschool.
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Section 2: Components of the SIP
Activity 4
Thinkindividuallyaboutthefollowingquestion:
What should a SIP include? List what you think should be included in the SIP before reading the section below.
Next,discussyourideaswithyourneighbour.
Someelementsthatyoumayhavethoughtabout:
▪ Vision
▪ Mission
▪ Values
▪ Goal
▪ Outcome
▪ Objectives
▪ Output
▪ Indicatorofsuccess
▪ Baseline
▪ Performancetargets
▪ Activities/actions
▪ Timelines
▪ Responsibilityforimplementingstrategies
▪ Meansofverification
Appendix1containstheschoolimprovementplanningstructure.Wewilldiscusstheseterms
inmoredetaillaterinthisprogramme.
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Activity 5
Readthesectionbelowonthe10principlesforaSIP.Findsomeexamplesfromyourownexperiencethatillustrateoneormoreprinciples.
Haveyounoticedthatthe10thprincipleismissing?FormulateatenthprinciplethatcanguideyouandothersintheplanningoftheSIP.
Theprocesstodeveloptheplanisasimportantastheresultingproduct.Youwillnoticethat
the ideas of distributive and transformational leadership, which we discussed earlier, are
usefulwhenyouplantomakeaSIP.
These10principleswillguideyouintheSIPplanningprocess:
1. Developan“ownedculture”ofongoingimprovementatyourschool.
2. Trytoplanforsome“quickwins”.Thesecanhelpyouinbuildingsupportforthe
SIP.
3. Keeptheplan“simple,butnotsimplerthanthat”.
4. Makesureeveryoneintheschoolisinvolvedintheprocess.
5. Trytouseevidenceinyourplan,bothfordeterminingthestartingsituationandto
identifythetargets.
6. Identifyoutcomesandnotjustinputs,activitiesandoutputs.
7. Collect opinions from male and female staff, community leaders, parents and
learners.
8. ConsidersettingupsmallerworkinggroupstoworkonsomepartsoftheSIP.These
workinggroupscanreportregularlytothewholeteam.
9. Berealisticinyourgoals.Tooambitiousgoalsandtargetswillnotbeachievedand
willcausefrustrationanddisengagement.Itisbettertofocusonafewkeyareas
ratherthantryingtochangeeverythingatonce.
10. …
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Section 3: Involving stakeholders in the SIP process
ItisveryimportanttoinvolveallstakeholdersintheplanningprocessoftheSIP.However,itis
goodtofirstalignwiththestakeholderswithintheschool(teachers,schoolmanagement)before
youinvolveothers.Thisinternalalignmentallowsyoutodevelopacommonunderstandingon
theplanningprocessandwhattheprioritiesshouldbewithintheschoolteam.
Inthesecondstage,theentireschoolcommunityshouldbeactivelyinvolvedintheplanning,
implementing, monitoring and evaluating progress. All teachers, members of the SGAC,
parents,learnersandothercommunitymemberswhowishtoparticipateshouldbepart.Try
toinvolveparentsfromdifferentsocio-economicgroups,bothmalesandfemales,andpossibly
parentswithdisabilities.
Activity 6
Discussthefollowingquestions:
▪ WhoarethestakeholdersintheSIPplanningprocess?
▪ DoallstakeholdershaveafairsayintheSIPprocess?
▪ What strategies do you advise to maximise the effective participation of all
stakeholdersintheSIPprocess?
Atthestart of the SIP process,clearlyexplaintheprocessandproceduresandwhatyouexpect
fromtheparticipantsateachstage.Allparticipantsshouldhaveapositiveattitudetowards
theprocessandunderstandthattheymustworkasateam.Itshouldbeclearforallwhythey
arethereandhowtheprocesswillbeorganized.
Schedulingmeetingsfortheplanningteamthatareacceptabletobothstaffandparentsmay
beachallenge.Onesolutionistoorganizeastaffmeetingwithparentsintheevening,after
theyhaveheldtheirownmeeting.Theadvantageofthisarrangementisthatitallowsmore
parentstoparticipate.Toensurethatonegroupdoesnotmakedecisionswithouthearingthe
viewsoftheothergroup,someteacherscouldvolunteerorbedelegatedtoparticipateinboth
meetings(staffandparents).Itisbettertodiscusswithparticipantstheiravailabilityandagree
ontheplanningandtimingofmeetings.
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The School Improvement Planning Team
Theschool improvement planning teamisselectedfromtheschoolcommunityandhasthe
taskofanalysingdataandinformationaboutstudentachievementintheschool,theschool
environment,andtheinvolvementofparentsintheirchildren’seducation.
TheSGACmembersarethemainSIPteammembers.However,theSGAmaydelegateateam
memberdependingontheexpertiseofthatperson.Table1liststhemembersoftheSIPteam
anddescribestheirrolesintheplanningprocess.
TheSIPteamisimportantforvariousreasons(REB,2018):
▪ Planningteammembersexchangeexpertisethatcanimprovetheplanningprocess.
▪ The views of different school communitymembers (parents, teachers, students,
localleaders...)arevaluedduringtheplanningprocess.
▪ PlanningteammembersdevelopasenseofownershipandcommitmenttotheSIP
andthesuccessoftheschool.
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Table 1: Composition of the SIP Planning Team (REB, 2018)
TEAM MEMBERS ROLE OF TEAM MEMBER
HEAD TEACHER
▪ Convenestheschoolplanningteam;
▪ Providesguidelinesinthedevelopmentoftheplan;
▪ Facilitatestheplanningprocess;
▪ Invitestheschoolcommunitytoparticipateintheplanningprocess;
▪ Communicatestoparticipantswhatisexpectedfromthemtodeterminetheirreadinesstotheplanningprocess;
▪ Informsparticipantsabouttheoverallviewoftheschool(goals,mission,demography,etc.);
▪ Establishesresponsibilitiesandtimelines;
▪ Discusses with participants challenges that may hindertheir full participation to the planning process in orderto accommodate them in advance (E.g.: Availability,readiness…).
SCHOOL OWNER ▪ The owner helps the planning team to understand thedesiredpictureoftheschool.Intheplanningprocess,theroleoftheschoolowneris:
▪ Tocommunicatetheschoolmission;
▪ Toensure that theSIPcomplieswith theschool’svisionandmission;
▪ Toparticipateinsettingtheschooldirection.
TEACHERS (2) ▪ Provideinformationrelatedtoteachingandlearning;
▪ ActivelyparticipateduringthedevelopmentoftheSchoolImprovementPlan;
▪ Representtheteachingstaffintheplanningprocess.
STUDENTS (2) ▪ Representtheschool’studentsinareassuchas:
▪ Howstudentsappreciatethewaytheystudy;
▪ Schoolwelfare;
▪ Barrierstolearning.
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TEAM MEMBERS ROLE OF TEAM MEMBER
PARENTS (4) ▪ Representtheschool’sparentsinareassuchas:
▪ Shareinsightsaboutwhattheirchildrenneedtolearnanddifficultiestheyfaceintheschool,theiraspirationsfortheschool;
▪ Presentareasofconcernsandparticipateinsettinggoals,strategiesandprioritiesoftheschool;
▪ Commitavailableresourcesintheimplementationoftheplan.
Source: Law n°23/2012 of 15/06/2012 governing the organization and functioning ofnursery,primaryandsecondaryeducation
OTHER MEMBERS OF THE SIP TEAM PROPOSED BY REB (REB,2018)
TREASURER BURSAR ▪ Provide informationabout the school’s currentfinancialsituation;
▪ Participateinsettinggoals,strategiesandprioritiesoftheschool.
▪ Helpevaluatingthefeasibilityofproposedactions.
DEPUTY HEADS AND SECRETARY
▪ DeputyHeadsprovidefurtherinformationaboutstudies(D/Hinchargeofstudies)andDisciplineofstudents(D/Hinchargeofdiscipline).
▪ Secretarywritestherecordsoftheplanningmeetings.
▪ Theyactivelyparticipateintheplanningprocess.
PATRON AND MATRON ▪ They are specific for a secondary school. They providetheplanningteamwithrelevantinformationoneverydaystudents’conditions(hygieniccondition,health,food)aswellasviewsfromstudentsabouttheschool.
REPRESENTATIVE OF SUPPORTING STAFF
▪ He/she shares with the planning team the informationabout issues related to supporting staff, and what isexpected fromthesupportingstaff in implementingtheSIP.
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Activity 7
At thebeginningof theyear, thehead teacherpinsanoticeonhisdoor thathe/she is
not available for thewholeweek because he/she is busymaking a plan for his school
improvement.
▪ Isthatwayofplanningadoptedbytheheadteachereffective?Explain.
▪ WhyisitimportantforaschooltohaveanImprovementPlanningTeam?
▪ ExplaintheimportanceofdiversityinmembershipofSIPteam.
▪ ApartfromthelistofmembersoftheSIPteamgiveninthetableabove,arethere
anyothermembersthatcouldberelevantforyourschool improvementplanning
process?
Section 4: Key steps in the SIP development process
Thereare5 key stepsinthedevelopmentoftheSIPstrategy(Figure2).ThisSIPframeworkis
basedonthePDCACycle(Figure1).Thestepsapplyatanindividuallevel(self-assessment),
organisationallevel(workinggroups,taskforces,subjectgroups),schoollevel(withallteachers
andsupportingstaff)orevensystemlevel(involvingparentsandthelocalcommunity).
Figure 2: School Improvement Plan Framework (VVOB, 2017)
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Below,wediscusseachstepinmoredetail.Thereshouldbeacloseinteractionbetweenthe
mission,visionandvaluesofaschoolandtheSIP.Inunittwo,wewilldiscussthevalues,vision
andmissionofaschool.
1. Situation Analysis
The first step is the situation analysis. This step will providemore insight in the current
situation.Inthesituationanalysis,welistwhatisalreadybeingdoneintheschoolandwhat
shouldbepreserved.Itisimportanttoacknowledgethatthereisalreadyalothappeningat
theschoolthatshouldbepreserved.Itisalsocrucialthateveryoneisawareofwhatisalready
beingdoneattheschool.
Thesituationanalysis includescollecting data inyourschool. Theschooldataaregrouped
infivecategoriesrelatedtoschoolleadershipstandards:creatingstrategicdirection,leading
learning,leadingteaching,managingtheschoolasorganizationandinvolvingparentsandthe
widercommunityoftheschool.Table2isnotexhaustive,butshouldbetakenasanexample
ofdatathatcouldbeusefulwhendoingasituationanalysisfortheschool.
It is important to acknowledge the good things that are already being done at the school.
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Table 2: Categories of data (REB, 2018)
Category of data Example of data
1. Data on school
strategic direction
Dataonschoolmission
Dataonhistoricalbackgroundoftheschool
Dataonschoolvision
Dataonschoolvalues
DataonSchoolImprovementPlan
Dataonactionplanandotherschoolplans
2. Data on learning Dataonperformanceofstudentsinnationalexamination
Dataonstudentperformanceperterm
Dataonavailabilityofteachingmaterials
Dataonstudentdropoutandgraduationrates
Dataonstudents’discipline(attendance….)
3. Data on teaching Dataoncontinuousprofessionaldevelopment
Dataon staff size,age, sex, rank, recruitmentandattrition
patterns (including reasons for attrition such as illness,
retirement,outsidejoboffers).
Dataonclassroomvisits
Dataonteachers’qualifications
Dataonteachers’motivationstrategies
Dataonteachers’attendance
4. Data on management
of the school as an
organization
Dataonschoolbudget
Dataonschoolfinances
Dataonschoolinfrastructure
Dataondifferentprogramsimplementedintheschool
Dataonschoolrulesandregulations
Dataonteachers’performanceappraisal
Dataonclassroom-studentratio
5. Data on involvement
of parents and the
wider Community
Dataonparentswhoattendmeetings
Dataonparentsinvolvedindifferentschoolactivities
Dataonparents’involvementstrategies
Dataonviewsofparentsontheschoolfunctioning;
Whereverrelevant,datashouldbedisaggregatedbysex.
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Important techniquesforcollectingdataare:
▪ Observations:observationscanbeusedinclassroomvisitwhenyouwantinformation
ofhoweffectivelyteachersapplyanactiveteachingmethodology.
▪ Documentation:Thisincludesschoolrecordsandreports,administrativedatabases,
training materials, school statistics, performance data, non-confidential school
communityinformation,andstaffprogressreports,legislationandpolicydocuments.
▪ Checklists:ifyouwanttochecktheavailabilityofteachingaidslikesciencelaboratory
materials,librarybooks,etc.
▪ Interviews:interviewscanbeusedwhenyouwanttobeinformedonhowstudents
appreciatetheirwelfareatschoolorwhenyoucollectviewsofparentsonhowtheir
studentslearn.
▪ Written questionnaires: if you want data on how teacher views their living
conditions,youmayadministerquestionnaires.
▪ Focus group discussions:Afocusgroupdiscussioninvolvesagroupof8to12people
todiscussasubjectundertheguidanceofafacilitator.Forexample,studentsdiscuss
thedifficultiestheyhaveinmathematics.
Each techniquehasadvantagesanddisadvantages (seeappendix4). Forexample, surveys
arevulnerabletovarioustypesofbiasfromrespondentswhomaynotbereportingthereal
situationorwhattheyreally think. Observationsgiveabetter insight in therealsituation,
butaretimeintensivetoconduct. Therefore, it isgenerallybesttocombinedifferentdata
collectionmethods.Suchacombinationismorelikelytogiveyouagoodunderstandingofthe
realsituation.
Datacanbecollectedbydifferentstakeholdersintheschool(REB,2018):
▪ Datarelatedtostudent’sperformanceandtheteachingandlearningprocessare
collectedbyteachersandthedeputyheadteacherinchargeofstudies,
▪ Data related to students’ discipline are collected by the deputy head teacher in
chargeofdiscipline,
▪ Viewsofparentsonthefunctioningoftheschoolcanbecollectedbythechairperson
oftheparentscommittee.
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Activity 8
Inyourschool,P2pupilsfailedforKinyarwandain2017.Youdecidedwiththeteamthatit
isveryimportanttoplantoimprovetheirperformanceinthenextacademicyear.
▪ Explainwhattechniquesyouwillusewhiletocollectthedataneededforsuccessful
planning.
▪ Whatdatawillyoucollecttosetachievablegoalsofimprovingtheperformancein
Kinyarwanda?
2. Problem Identification
Fromthe situationanalysis,wemove towhat can stillbe improved,which is theproblem identification.AmethodtoconductaproblemidentificationistheStrengths,Weaknesses,Opportunities, Threats (SWOT) analysis (Figure 3 and Table 3). Strengths andweaknessescomefromwithin,i.e.theinternalschoolenvironment.Thatmeansthattheschoolhasfull
control over them. Opportunities and threats, on the contrary, come from theoutsideor
externalenvironment,whichmeansthattheschoolcannotcontrolthem.
Figure 3: SWOT analysis framework (Haddock, 2015)
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Table3liststhemainquestionsthatareaddressedbyeachcomponentintheSWOTanalysis.
Strengthsandweaknessesareidentifiedduringthesituationanalysis.Theopportunitiesand
threatsarethestartingpointfortheidentificationofgoals.
Table 3: SWOT Analysis Framework (Haddock, 2015)
Strengths Weaknesses
▪ Whatarewestrongat?
▪ What are we already doing in ourschool?
▪ Wheredowehaveexperiencein?
▪ Whatarewelookingforwardto?
▪ Whatdowefeelunsureabout?
▪ Whatsupportdoweneed?
Opportunities Threats
▪ Whatpossibilitiesdowesee?
▪ Whatopportunitiesdoesthechangebring?
▪ Whatdoesscareus?
▪ Whatthreatensusinthechange?
▪ What events may have a negative
impactontheimplementation?
ExamplesofeachcomponentinaSWOTanalysisare:
▪ Strength: Havingqualifiedandcommittedstaff;teamspiritamongstaff.
▪ Weaknesses:Overcrowdedclassrooms;insufficientteaching-learningresources.
▪ Opportunities:Committedparents;goodpartnershipwithlocalauthorities
▪ Threats:Delayinprovidingcapitationgrant;povertyoftheparents.
ThequestionsinTable3mayleadtotheanswersasindicatedinTable4.
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Table 4: Example of a SWOT Analysis diagram (REB, 2016)
STANDARDS STRENGTHS WEAKNESSES OPPORTUNITIES THREATS
School
strategic
direction
Theschoolhasa
sharedvisionfor
learning.
Thereisnoschool
missionand
values.
Engagingin
aSIPprocess
maystrengthen
thestrategic
directionofthe
school
Changes
inpolicy
environment
mayimpact
thestrategic
directionof
theschool.
Area of
learning
▪ 75%ofP6studentsperformwellinlanguages
▪ Lowdropoutrate(1%)
▪ High
student
attendance
rate(98%)
▪ Sevenclassroomsareold.
▪ 37%ofstudentsexittheschool
without
permission
▪ High
classroom-
student
ratio(60
studentsper
classroom)
▪ Notenough
Mathematics
books(1
bookper10
students)
▪ 20%of
studentsuse
drugs
▪ Good climate,favourableforlearning.
▪ Theschoolislocatednearthepubliclibrary.
-
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STANDARDS STRENGTHS WEAKNESSES OPPORTUNITIES THREATS
Area of
teaching
98.5%ofteachers
arequalified
50%ofteachers
donotuse
appropriate
teaching
methodology.
Thereisapublic
librarynearthe
school,enabling
teacherstodo
research.
Many
teacherslivea
longdistance
awayfromthe
school.
Area of
managing a
school as an
organisation
Theschoolhas
establishedand
sharedinternal
rulesand
regulations.
Theschoolhas
notestablished
criteriaforteacher
performance.
▪ Theschoolislocatednearthe
mainroad
▪ Noisefrom
vehicles.
▪ The
schoolis
nearthe
market.
▪ Theriverinsidethe
school.
Area of
parental
involvement
▪ Only25%ofparentsparticipate
inschool
activities
▪ NGOs
partners
Mostof
parentsinthe
schoolarea
arepoor
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Activity 9
The purpose of this activity is to practise how to do a situation analysis and problem identification. We have chosen induction as a topic to practise the SIP planning process. You can do this for other topics in the school or for a specific subject.
1. Individualwork.Thinkaboutthefollowingquestionsandwritedownyourideas:
▪ HowdoIlookattheinductionofnewteachers?
▪ Whatarewealreadydoingatourschooltoinductnewteachers?
2. Inrandomgroups(max.5peoplepergroup):makeaninventoryofgroupmembers’ideasinstep1viaawebstructure(mindmap)orasimplelist.Keepstandingaroundaflipcharttobemoreactiveanddon’tspeakduringthisactivity,butcommunicateonlyviawriting.Use1or2markerspergroupforwritingdownyourideas.
3. Inthesamegroups,addgreenorredstickersordotstoindicatewhatisgoingwell(green)andwhatcanbeimproved(red).Again,speakingorinfluencingeachotherisnotallowed!
4. Nowyoucandiscussingroups:whydidsomeactivitiesgetredorgreenmarks?Focusonactivelisteningandunderstandingeachother’sopinions.Exploreanddiscussyourchoicesandagreeon3thingstopreserve(itisimportanttoacknowledgewhatisdonewell)and3thingstoimproveupon(notjustbycountingmarksorvotingbutbasedonconsensus).Ifthereisenoughtime,youcancheckthepostersoftheothergroups.
5. Eachgrouppresentstheirworkandallpointsareaddedtoonelist.Thefacilitatorwillleadthediscussiontotakeoutdoublesorcombinerelateditems.
6. Concludeprioritiesofallgroupswithfeelingsofparticipants.Aretheprioritiesrelevantforall(sometimestoppriorityisnotpriorityforallgroups)?Participantshaveafinalopportunitytoraiseconcernsabouttheselectedpriorities.Issomethingmissing?
7. Iftimeallows,classifypointsforimprovementbasedoncomplexityandimportance(seeFigure4).Thismakesthelinktotheimplementationoftheactions.
Themethodologyofthisactivityisveryusefultoorganizeinyourschool.However,inyourschool,youshoulddiscussthefinalprioritiesbasedonallinformationthatyoucollect,notonly onwhat you think (also use other sources of information such as error analysis ofnational exams, consultation with other stakeholders, assessment results, audits, policyprioritiesetc.)
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Thepurposeoftheactivityistointroduceamethodologythatyoucanuseinyourschoolto
doasituationanalysisandidentifyproblemsandgoals.Itisasimplemethodtofindoutwhat
everyonethinksismostimportantandwhatthegroupthinks.Itincludesappreciationofwhat
isgoingwell.Byworkinginsilenceduringthefirststagesoftheactivity,youavoidthatsome
participantsdominatethediscussion.
3. Goal Identification
Whenwehavereachedagreementonwhatareaswewanttoimproveupon,wemovetothe
nextstepwhichistoidentify goals(Figure2).Goalsettingistheprocessofdecidingwhatyou
wanttoaccomplish.Agoalisunderstoodastheresulttowardwhicheffortisdirected.
Be selective in identifying thegoalsof theSIP. Notallproblems identified in theproblem
identificationcanbetackledinaoneSchoolImprovementPlancycle.Itisimportanttoprioritize
soyoucansolvethemosturgentandimportantproblems.Thereareseveralreasonstoset
schoolprioritiesduringtheplanningprocess:
▪ Settingtheprioritieshelpstheschooltofocuseffortsonthemainchallenges;
▪ Itleadstoeffectiveutilizationofresources;
▪ Itfacilitateseffectivemonitoringofschoolactivities.
Theselectionofschoolprioritiesshouldbebasedonthefollowingcriteria:
▪ Problemsthathavehighimpactonteachingandlearning;
▪ Problemsthathaveaparticularlyhighimpactonvulnerablegroups;
▪ Problemsthatcanbeaddressedwiththeexistingmeans.
Be selective in identifying the goals of the SIP
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Theidentificationofgoalsfollowsuponthepreviousexerciseandhelpstheteamtounderstand
whatthechallengesareandhowthesecanbetranslatedintogoals.Identifyinggoalsisabout
turningtheproblemintoapositivesituation(whatcanwedo?).
Goals canbe classified according to the complexity to achieve themand their importance
(Figure4).
Figure 4: Classification of goals according to importance and complexity (Binon, 2017)
Thecomplexity of a goalisdeterminedby:
▪ Nature and content:arealotofnewknowledgeandskillsrequired?
▪ Human factor:doesthegoalhaveastrongimpactonpeople’swork?
▪ Resources:doesthegoalrequirealotofresources?
▪ Internal/ external structures: doesthegoalchallengeinternalorexternalstructures?
▪ Power: doesthegoalaffectpowerrelationsintheschool?
▪ Innovation culture: isthegoalveryinnovativefortheschool?
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Theimportance of a goalisdeterminedby:
▪ Howurgentisthegoal?
▪ Howcloselyisthegoallinkedtothequalityofteachingandlearning(pedagogy)?
▪ HowimportantisthegoalforrealizingtheSIP?
▪ Aretherechaineffects?Istheachievementofthegoaldependentonothergoals,
anddoothergoalsdependontherealizationofthisgoal?
Achieving premature clarity on goals is a dangerous thing. Michael Fullan
Achievingprematureclarityongoalsisadangerousthing(Fullan,1992).Thisquotemeans
thatyoushouldbealertwhenyouthinkthatyouhaveaclearandstraightforwardpictureofa
complexproblem(Vandenberghe,1995).Makesuretodiscussthegoalsthoroughlyandthat
everyonehasthesameunderstandingofthem.Regularlyreviewingyourgoalsandactions
andkeepinganopenandcriticalmindiscrucialtodealwithcomplexity.
4. Identification of Actions
Afteryouhaveanalysedthesituation,identifiedtheproblemandthegoals,thenextstepis
tocombineideasforimprovementintoanactionplan.Itinvolvesbreakingdowngoalsinto
specificactionsoractivities. Themainpurpose is tonarrowdownthegoals intoconcrete
actionsthatarefeasible.Movingfrom100%ideasto15%actionsisametaphorforthisprocess
ofnarrowingdown(Figure5).15%actionsshouldbesmallstepsintherightdirection,takinga
long-termapproachtoachievethegoal.Thestepsshouldnotbetoosmallthough,otherwise
thegoalwillneverbeachieved.
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Figure 5: Translating 100% ideas into 15% actions (Binon, 2017, adapted by VVOB)
Thismeans:
▪ Takeonesmallstepatatime,ratherthantryingtoachieveeverythingatonce.
▪ Foreveryaction,agreeupon:
▫ Whatwillbedone?
▫ Bywhom?
▫ Bywhen?
▫ Whatsupportisneededtocompletetheaction?
▫ Howwilltheactionbeevaluated?
▪ MakesuretheindicatorsyouagreeuponareformulatedinaSMARTway.
▪ Learnbydoinganddon’tbeafraidtochangethingsiftheyarenotworking.
▪ Exchangeexperienceswitheachother.
Take one small step at a time, rather than trying to achieve everything at once
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Activity 10
Inthisactivity,wewillagainfocusoninduction.Thepurposeofthisactivityistotranslate
goalsintoconcreteandrealisticactions(100%ideasinto15%actions).Youcanusethe
strategyforotherareasthatyouwanttoworkoninyourschool.Inthisexercise,youwill
developanactionplanforimprovinginductioninyourschool.
The purpose of this activity is to translate. These actions must be SMART. Use the example
of Table 5.
1. Inthesamegroupsasthepreviousactivity,brainstormabouttranslatingtheidentifiedprioritiesforimprovementintoSMARTactions. Iftheactionsarenotyetrealistic,youneedtofurtherreducetheirscope.Trytore-formulatebarriersorproblemsaschallengestoovercome.
2. Whenyouhaveagreedon15%actions,discussthedetails:what,who,when,supportneededandevaluationoftheaction.Usethetablebelow
Goals
(100%idea)
Action
(15%action)
Who When Support
needed
Evaluationof
action1 1.1
1.21.3
2 2.12.2
3. Discusswithwholegroup. Whyhaveyou chosen to focuson thoseactions?Thefacilitatorandparticipantscanaskcriticalquestions.Evaluatewhethertheactionsarerealistic(inlinewithavailablesupport/resources).Apossibleactionisthatweneed to learnmore beforewe do anything. Discussing the reasons for selectingactionsareasteptowardsdevelopingavisionandmission,whichwewilldiscussinthenextunit.
IntheidentificationofactionstobeincludedinaSIP,somepointsmightbepreserved,and
othersimproved(Table5).
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Table 5: Template for identifying points for preservation and actions for improvement
Domain
PositivePoints(topreserve) Pointsforimprovement
Actionsforimprovement
-----
PriorityLevelofActions
1 highpriority
2 mediumpriority
3 lowpriority
Discussing the reasons for selecting actions are a step towards developing a school vision and mission.
Whenformulatingactionpoints,keepinmind:
▪ Don’tformulatetoomanyactionpoints.Iftherearetoomanyactionpoints,you
candoanexercisewithstickersagaintoprioritizetheactions(seeabove).
▪ Makesurethatyoudescribetheactionsindetail.Elementslikewhowilldowhat,
whatsupportisneededandwhentheactionpointwillbefollowedupshouldbe
clear.
▪ Makesurethatallstakeholdersarefamiliarwiththeactionplanandsupportit.
Attheend,reviewyouractionpoints.Dotheyconnectwiththegoalsthatyouagreedupon?
Aretheactionssufficienttoachievethegoal,orwilladditionalactions(ina laterstage)be
necessary?Asaheadteacher,itisimportanttokeepthebroaderpictureinmind.
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5. Monitoring and Evaluation
Monitoringandevaluationareinteractiveandmutuallysupportiveprocesses.Thatiswhythey
usuallyarementionedtogether, i.e.,M&E. ThepurposeofM&Eistoenableorganisations
to learn frompast experiences, improve service delivery, plan and allocate resources, and
demonstrateresultsaspartoftheaccountabilitytokeystakeholders.
Monitoringandevaluationofactionsiscrucialfortworeasons:
▪ Accountability:dopeoplefollowupontheactionsthatwereagreed?
▪ Learning:doouractionsleadtotherealisationofthegoals,ordoweneedtoadapt?
WewilldiscussmonitoringandevaluationinmoredetailinUnit3.
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UNIT TWO
DEVELOPING A VISION, MISSION AND VALUES OF THE SCHOOL
Introduction
Avision,missionand setof corevaluesarekey instruments for school leaders to createa
strategicdirectionfortheirschools.However,justhavingavisionandmissionstatementon
aschoolwallisnotenough.Thevision,missionandvaluesshouldbedevelopedthrougha
school-wideprocessastomakesurethatallschoolstakeholdersworktogethertowardsthe
realisationofthevision.Inthisunit,wewilldiscusswhataschoolvisionandmissionare,why
theyareimportantandhowyoucandevelopthemwithinyourschool.
Activity 11
Thinkaboutthefollowingquestionindividually:
Why is it important for a school to have a vision, mission and core values?
Thinkaboutthequestionforafewminutesandlistthereasons.Afterafewminutes,discussyourideaswithyourneighbour.
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Learning Outcomes
Uponsuccessfulcompletionofthisunit,participantsshouldbeableto:
▪ Demonstrateknowledgeandunderstandingoftheconceptsofschoolvision,mission
andcorevalues;
▪ Engageallcommunitystakeholdersindevelopingschoolvision,missionandvalues;
▪ Mobiliseteachers,studentsandotherstakeholdersfortheschool’smission,vision
andvalues;
▪ AligntheSIPwiththeschoolvision,missionandvalues;
▪ Use the process of setting the school’s vision, mission and values to promote
inclusiveeducationintheschool;
▪ Lead the process of developing a shared vision,mission and core values for the
school;
▪ Recognize the importance of having a shared vision,mission and values for the
school.
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Section 1: Definition of a School Vision and Mission
Theschoolvisionisthedesired pictureoftheschoolinthefuturethatdrivesalltheschool
activities,attitudesandvalues(REB,2018).Therefore,onecouldcallavisionadreami.e.it
describeswho/whatyouaspiretobecome.Avisionsetsouttheidealstateofaffairsthat
theorganizationwouldlikeeventuallytoachieve(InternationalInstituteforEducational
Planning,2010).Avisiongivesaschoolasenseofdirectionandshouldmotivateeverybody
toachievetheirindividualandschoolgoals.
Avisionhasastrongmoralpurpose:itshouldappealtothecommongoodofthecommunity
andbecometheforcethatbindsindividualstogether(Gabriel&Farmer,2009).Avision
shouldbeambitiousandcompelling,butalsobrief,realistic,optimisticandfunctional.A
school’svisionshouldbecommittedtoenhancingthelivesoftheentireschoolcommunity.
Itshouldreflectthatsuccessinschoolispossibleforallstudents.Avisionisbroaderthan
amissionsinceitsetsouttheidealstateofaffairswhichtheschoolwouldlikeeventuallyto
achieve(InternationalInstituteforEducationalPlanning,2010).
A school vision describes the purpose of what we are doing what we identify in our plans.
Characteristicsofagoodvisionare(IIEP-UNESCO,2010;Kaufman&Herman,1991):
▪ Describeswhoyouwanttobeinwhatyoudo
▪ Clarityandlackofambiguity
▪ Describesabrightfuture(messageofhope)
▪ Memorableandengaging
▪ Realisticaspirations,achievable
▪ Alignmentwithorganizationalvaluesandculturei.e.rational
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Examplesofvisionstatementsare:
▪ Everystudentwillachievepersonalsuccessandbecomearesponsibleandproductive
citizen.
▪ Ourvision,asacommunity,istoinspireapassionforlearning.
▪ Tobeaschoolwheregraduatespossesstherequiredbasicknowledgeandskillsthat
willassuretheirproficiencyinproblemsolvingandtechnologyin3yearsfromnow
(REB,2018).
▪ Tobeanoutstandingschool inRwanda in the teachingand learningof sciences,
wherediscipline,human,moralandspiritualvaluesholdthekeytoallsuccessin5
years(REB,2018).
Advantagesofaschoolvisionare(REB,2018):
▪ Aclearschoolvisioninspiresschoolcommunitymembers;
▪ A clear vision statement acts as a unifying force, and has a positive impact on
organizationaleffectiveness;
▪ Asolidvisionstatementactsasaguideforemployeeactionsanddecisionmaking;
▪ Avisionsharedbyallthemembersofaschoolcanhelpallmemberssetgoalsto
advancetheschool;
▪ Withoutastrongvision,strategicplanscannotbeproperlydelineatedsincethereis
noguidingprincipleoridealtoplan;
▪ Avisionbringsmeaningtopeoples’work,mobilizesthemtoaction,andhelpsthem
decidewhattodoandwhatnottododuringtheirwork;
▪ Avisionexpressesanidealizedpictureofthefutureschool.
▪ When a leader’s vision is effective and strong, employees and stakeholders get
caughtupinwhattheyaredoing,absorbthevision,andcommitthemselvestothe
goalsandthevaluesoftheleaders.
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Theschool missiondescribesthemainmethoditisgoingtofollowtoreachitsgoal(IIEP-
UNESCO,2010).Amissionshouldanswerthreekeyquestions:
▪ Whatdoestheschooldotoachieveitsvision?
▪ Forwhomdowedoit?
▪ Whatisthemainreasonwhyourschoolexists?
Agoodmissionstatementhasthefollowingcharacteristics:
▪ Shoulddescribewhatyoudoandhowyoudoit;
▪ Shouldbeclearandmemorable;
▪ Shouldbedescribedinpositiveterms.
Theschoolmissionhasthefollowingbenefits (REB,2018):
▪ itcommunicatesthedirectionoftheschool;
▪ ithelpstomakeday-to-dayoperatingdecisions;
▪ itkeepstheschoolfocused;
▪ itmotivatesschoolstaff,studentsandotherstakeholders.
Examplesofschoolmissionsare:
▪ Toprovidequalityeducationandpromotescholarship,innovationandcreativityfor
sustainableindividualandsocietaldevelopment.
▪ To foster innovationand togeneratenewknowledge for the socioeconomicand
sustainable development of the nation (International Institute for Educational
Planning,2010).
▪ To ensure learning opportunities accessible to all, provide learners with values
andskills to further theirpersonalgrowth,enhancetheircriticalandexploratory
thinking,encouragethemtoinnovate,andtoadapttochangesinanincreasingly
globalisedenvironment(InternationalInstituteforEducationalPlanning,2010).
▪ tocontribute to thequalityofeducationbyenhancingpractical skills in sciences
andtechnologyandprovidingequalopportunitiestoallourchildrenandcreatinga
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conduciveenvironmentforteachingandlearning(REB,2018)
▪ todevelopyoungmenwithactiveandcreativeminds,a senseofunderstanding
andcompassionforothersbystressingthespiritual,moraland intellectualtotal
developmentofeachchild(REB,2018)
Theprocesstodevelopavisionandamissionisveryimportant.Asharedvisionandmission
istheoutcomeofaprocessthatinvolvesallstaff,students,parentsandotherstakeholders
(Fullan,2014). It iscrucial tospendtimewithall stakeholders in theschool reflectingand
talking todevelopa truly sharedvision.Peoplewhoarecommitted toa sharedvisionand
missionaremorelikelytopersistwiththeireffortswhentheyconfrontdifficultiesthanthose
whoseonly reason forparticipation is compliance (Schlechty, 2009). If you simplywritea
visionandmissionandpresentittotherestoftheschool,theywillnotengagewithitoverthe
longrun,andthismaycreateresistance(Kools&Stoll,2016).
A shared vision and mission is the outcome of a process that involves all staff, students, parents and other stakeholders. MichaelFullan
Sometimestheterms“philosophy”,“motto”and“identity”arealsoused.Althoughwewill
notfurtherusetheminthiscourse,weprovideashortdescriptionofeachterm:
▪ Identity:Whoyouareyoue.g.acommunityofscholarscommittedtothegeneration
and dissemination of knowledge, and cultivation of wisdom for the welfare of
society.
▪ Philosophy: Your beliefs, way of thinking e.g. sensitivity and responsiveness to
societalneeds,andtherightofeverypersontoknowledge.
▪ Motto: Aslogani.e.ashortsentenceorphrasethatexpressesaruleforsensible
behaviour.Itisashortexpressionofaguidingprinciple.Thepurposeofaschool
mottoistoinspirestudentsandteachers.Forexample,“Deedsnotwords”,Exploring
theheightsofeducation(KIU).
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Section 2: Loops of Learning
Theschool’smissionandvisiontelluswhywearedoingthethingswedoinourschool. Agoodvisionandmissionaretheresultofcollectivereflectiononthereasonsforouractions.Therefore,itisgoodtolinktheformulationofavisionandmissiontotheSIPplanningprocess.ThefollowingquestionswillhelpgroupsinvolvedintheSIPplanningprocesstofocusonthegoalsandactionsthattheyhavechosen:
▪ Whyarewedoingthings?
▪ Howdowedevelopasaschool?
▪ Whereareweasanorganisationandwheredowewanttogo?
▪ Whatdowewanttoimprove?
Asschoolteamsdiscussthesequestions,thecoherenceoftheiractionswillgrow.Coherencemeansthatthedifferentactionsreinforceeachotherandcontributetothesamegoals.Thereasonsforouractionswillinfluenceinturnthechoiceoffutureactions.Thesepermanentlearningcyclesor loopstakeplacebothattheindividualandorganisational level. Throughincreasedunderstandingofouractionswedevelopmentalmodelsforouractions.
Table 6: Levels of learning
Loop Learning domain Learning category Result of learning
Single loop Rulesandstructures Must/beallowed improvement
Double loop Mentalmodels Know/understand innovation
Triple loop Visionandprinciples Dare/want development
Source: Morgan,1997
Table6showsdifferentlevelsoflearning(orloops)thatleadtoavisionfortheschool.Ifyou
introduceavisionfortheschooloutofnowhere,withoutgoingthroughtheseloops,yourisk
thatitbecomesnomorethanapieceofpaper,orawritingonawall.Anorganizationthat
worksonlyaccordingtotherulesisoftendriveninadirectionofagoalthatisentirelycontrary
totheaimsoftheoriginaldesign(Morgan,1997,p.36).
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Singlelooplearningisaboutfollowingindividualrulesandstructuresattheschoolwithout
questioningthemethodsorgoals.Staffmemberslearnwhatisallowedandnotandtheresult
of learning is improvement in following theserulesandstructures. Learning is focusedon
therelationbetweenactionsandresults(Figure6).Doublelooplearningisusedwhenitis
necessarytochangethementalmodelonwhichadecisiondepends. Whereassingle loop
learningisaboutfollowingtherules,doublelooplearningisaboutchangingtherules.
Double loop learning focuseson theassumptions that lead to theactions (Figure6). This
kindoflearninginvolvesmore“thinkingoutsidethebox,”creativityandcriticalthinking.This
learningoftenhelpspeopleunderstandwhyaparticularsolutionworksbetterthanothersto
solveaproblemorachieveagoal.Double-looplearningiscriticaltothesuccessofaschool,
especiallyduringtimesofrapidchange.
Triple-loop learning involves “learning how to learn” by reflectingonhowwe learn in the
firstplace.Inthissituation,participantswouldreflectonhowtheythinkaboutthe“rules,”
notonlyonwhethertherulesshouldbechanged.Itlooksathowthecontextinfluencesthe
assumptionsoftheschool(Figure6).Thisformoflearninghelpsustounderstandalotmore
about ourselves andothers regardingour beliefs. Therefore, it is triple-loop learning that
leadstoacoherentvisionandprinciplesforouractions.
Figure 6: Single, double and triple loop learning (Morgan, 1997)
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Anexampleofsingleloop,doubleloopandtriplelooplearningoninduction.
▪ Singleloop:Doeswhatwedooninductionleadtolowerteacherattrition?
▪ Doubleloop:Whatshouldwedotohelpnewteachersinourschool?
▪ TripleLoop:Whatdowewanttoachieve?Whyshouldwehelpnewteachers?
Anotherexampleofloopsoflearningonusinggroupwork:
▪ singleloop:Doallteachersusegroupwork?
▪ doubleloop:Doesgroupworkleadtobetterlearning?
▪ tripleloop:Whodecidesandhowdowedecideonwhatteachingmethodsteachers
needtouseintheirclasses?
Canyoufindsingle,doubleandtripleloopquestionsforthefollowingtopics?
▪ Continuousprofessionaldevelopmentofteachers.
▪ Promotinggenderequityintheschool
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Section 3: Formulating a Vision and Mission for the School
Avisionforanorganizationfocusesontheorganisation’sfuture,orwhatitintendstobe.The
“how”ispartofa“mission”statement,whilethevisionstatementissimplyadescriptionof
the“what,”meaning,whattheorganisationintendstobecome.
Howshouldavisionlooklike?Dawson(2013)distinguishessevencharacteristicsofpowerful
visions:
▪ Motivating:Powerfulvisionsmustdrawpeople,attractthem,makethemwantto
actandovercomeobstaclestoachieveit.Itmustfeelworthachieving,worthputting
realeffortintogettingthere.Learningandteachingareorientedtowardsrealising
thevision
▪ Realistic: A visionwill only inspire action if people feel it is realistic and can be
achieved,ratherthansimplyanicebutimpossibledream.
▪ Challenging:Theremustbeabalancebetweenhavingvisionsthatareseentobe
achievable,butthatalsochallengeandstretchpeople.Toofareitherwayandthey
losepower.However,therightbalancecaninspirepeoplebeyondwhattheythink
ofastheirlimits.
▪ Aligned:Thevisionmustfitwiththeschoolanditspeople,culture,andhistory.This
requiresgoodunderstandingofwhatwillmakesenseandworkwithinthecontext.
▪ Inclusive:Toomanyvisionsfocusontheinterestsofalimitedgroup,suchasone
department or only some learners. Visions need to include the interests of the
broadestpossiblecommunity,inawaythateveryonecanseetheirvalueandcan
supportthem.
▪ Distinctive:Everyorganizationisunique,anditisalmostimpossibletotakeanother’s
visionandexpectittobepowerful.Thereisgreatpowerinavisionthatisclearly
distinctivelyrelevanttotheorganizationandpeopleinvolved.
▪ Clear:Avisionmustbereadilycommunicatedandunderstoodbyabroadrangeof
people.Thisdoesn’tnecessarilymeanitneedstobesimple.
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Itisimportanttorecognizesomeofthebarrierstotheachievementofasharedvisionand
thesearecalledvision killers.Theyinclude:
▪ Lackoftransparency,integrityandaccountability
▪ Tradition
▪ Negativestereotypes/labelling
▪ Complacencyofsomestakeholders
▪ Fatiguedleaders
▪ LackofintegrationofthedevelopmentofavisionandmissioninSIPanddailyactions
Activity 12
Yourfacilitatorwillgiveyoutwopiecesofpaper:oneintheshapeofanappleandoneinthe
shapeofaladderrung.Writeyourschool’svisionontheapplepaperandyoumissionon
theladderrung-shapedpaper.
Next,insmallgroups,youwillreceivefromthefacilitatorafewvisionandmissionstatements
fromyourcolleagues.UsethesevenprinciplesfromDawson.Readthemandformulateon
thebackofthepaper:
1. Onepositiveelementoffeedbackaboutthevisionandmission
2. Onequestionorelementthatyouwouldformulatedifferently.
Havealookatthevisionandmissionstatementsofyourcolleaguesandtrytoformulatea
fewgeneralcomments.
Thefacilitatorwillorganizeashortplenarydiscussionaboutthevisionandmissionstatements.
Activity 13
Doesthevisionandmissionofaschoolchangewhenthere isanewheadteacher? Andwhenthere isnewschoolowner? Thinkfirst individuallyandthenshareyour ideaswithyourneighbour.
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Section 4: Integrating Inclusive Education into the Strategic Direction of the School
InclusiveeducationmustbeanintegralpartoftheSIP,becauseitisnotaseparateissuebuta
messageaboutthewholeschool.Themessageshouldbe‘Weareaninclusiveschoolandwe
welcomeALLchildren’.
Allgoalsand targets inSIP shouldbe focusedoncreating inclusiveandaccessible learning
environments inwhich all learners feelwelcomeand supportedandare able to access all
aspects of school life: facilities, equipment and activities. The plan should also include
actions for raisingawarenessand supportingparents, familymembersand thecommunity
withinclusiveeducationandencouragethemtobecomeactivelyinvolvedinpromotingand
implementingmoreinclusiveapproachestoeducation.
Activity 14
This case study tells the storyofone schoolwhich identified that it needed tobemore
inclusive.Thecasestudy links to theguidingprinciple, ‘develop an owned culture of on-
going improvement at school level’.
Case Story: A Rural School in Kirehe
OnthefinaldayofanintroductorytrainingonInclusiveEducationforHeadTeachersand
TeachersinaruralschoolinKirehe,allparticipantswereaskedtobereflectiveandassess
theirschoolandcommunityandthinkaboutthefollowingquestions:
▪ Areweinclusive?
▪ Whatishappeningnow?
▪ Whatchangesdoweneedtomake?
Headteachersandteachingstaffrecognisedthat theschoolwasnot really inclusiveand
thereweremanyareaswhere improvementwasnecessary. Someareasofconcernthat
werediscussedwereasfollows:
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▪ Severalchildreninthesurroundingareawerenotinschool
▪ Someteachersdidnotknowhowtodifferentiatetheirlessonstomeetallneeds
▪ Teachersdidnotuseteachingandlearningaidsinalllessons
▪ Communitymemberswerenotinvolvedinschoolactivities
▪ Somelearnerswerenotfullyinvolvedinlessonsasteachersdidnotknowhowto
meettheirneeds
▪ Pathways and classrooms were not accessible for learners who had difficulty
movingaround.
Afterseveralmeetings,itwasdecidedthattheschoolwouldestablishanInclusiveEducation
WorkingGroupwithintheSchoolImprovementPlanTeam.Theactionofestablishingthe
groupwouldbeincorporatedintotheSchoolImprovementPlan.Itwasemphasisedduring
thediscussionstagethat theroleof theworkinggroupwouldbetocoordinate,support
andmonitor the inclusiveness of the school. Themembers of the groupwould not be
responsibleforallinclusionintheschool;HeadTeachersknewthatifthewholeschoolwas
goingtochangeandbemoreinclusiveithadtobetheresponsibilityofeveryone.Byowning
theimprovementsandchanges,everyonewouldbeproudtobemoreinclusive.Thehead
teacherdecidedtoleadthewaybyestablishingtheInclusiveEducationWorkingGroup–the
reasoningbehindthedecisionwasthatallteachershadbusytimetablesandevenwithgood
intentions,actionstowardsinclusionwouldsometimesbeforgottenorthoughtofaslow
priority.Groupmemberswouldbetheretoorganise,coordinate,remindandcontinuously
monitorthechangeswithintheschool.Itwasdecidedtohavesixmembersinthegroup
–threemaleandthreefemales. Oneofthemembersshouldbefromthecommunity–
someonewhowasactiveandabletomotivateothers.Teacherswhovolunteeredtobepart
ofthecommitteewereexpectedtobefullycommittedtoinclusionforallandbeableto
motivateothers.
Table7belowshowssomeactionsandchangesthatwereidentifiedbytheschoolforthe
firstyear.Theactionswerereviewedafteroneyearatthenextstrategicplanningmeeting.
Thechangesdidnotallhappenwithinthefirstyearsincethemainactivitiesweretoraise
awarenessandchangeattitudes.EstablishingtheInclusiveEducationWorkingGroupwithin
theSchoolImprovementPlanningTeam(SIPT)provedtobeaneffectivemethodtoinitiate
changewithintheschoolandcommunity.Forexample,theheadteacherwasabletoadapt
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thetimetablesothatgroupmembershadtwonon-teachinghoursperweek.Thewhole
schooltookownershipofthechangestowardsinclusion;duringthereviewafterthefirst
yeartherewasevidenceofmuchstrongerlinkswiththecommunityandmorechildrenwith
disabilitiesattendingschool,participatingandachieving.
Questions for reflection and discussion in small groups:
▪ Whatfactorsshouldbetakenintoconsiderationwhenselectingmembersofthe
InclusiveEducationWorkingGroup?
▪ Howwouldyoumotivatemembersoftheworkinggroupandteachersingeneral?
▪ WhatlinksdoyouthinktherewouldbebetweentheIEWorkingGroup,parents
andcommunitymembers?
▪ Suggestactivitiesforyourschool’s‘OpenDay’toshowparentsyouareaninclusive
school.
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Actions to promote inclusive education
Table7listsactivitiesthatyoucanundertakeinyourschooltopromoteinclusiveeducation.
A key thing to remember though is that inclusive education is something that pervades
everythingyoudoattheschool.Itrelatestotheschool’svision,missionandvalues,itshould
bereflectedindailyteachinganditshouldbereflectedinallthecommunicationoftheschool.
Table 7: Actions to promote inclusive education in the school
Challenges Actions Persons responsible
Attitudesofsomeparentsandcommunitymembers.
▪ SchoolOpenDay
▪ Meetingsforwholecommunity
▪ Meetingsforparentsofchildrenwithdisabilities
SIPworkinggrouptoorganisewithsupportofschoolleaders.
Allteacherstobeinvolved
Negativesattitudesofsomechildrentowardschildrenwithdisabilitiesorchildrenfromverypoorfamilies
▪ Teachersshouldactaspositiverolemodels.
▪ Meetingsinschoolforallchildrenaboutbeingkindandhelpingeachother.
▪ Groupactivitiestoincludechildrenwithdisabilities.
Teachers
SIPteamandotherteachers(parentscouldbeinvited)
Somechildrennotinschoolordroppingout
▪ Monitorattendancerates.
▪ Communitymeetingtoraiseawareness.
▪ Homevisitstofindoutwhychildrenarenotatschool.
▪ Makesupportplantogetchildrenintoschool
SIPTtoorganiseandschoolleadersandteacherstosupport
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Challenges Actions Persons responsible
LackofteachingskillsforInclusiveEducation
▪ ContactMinistryandNGOsformoretraining.
▪ Meetweekly(2hours)todiscussInclusiveEducationteachingmethods.
▪ IdentifyInclusiveEducationasafocusareaforCommunitiesofPracticeintheschool.
▪ EnsurethatInclusiveEducationisintegratedinallschool-basedtraining.
▪ Organisingmeeting(s)tosharegoodpracticesanddiscussindividualchallenges;
Headteacherandotherschoolleaders
InclusiveEducationWorkingGroupandteachers
Classroomsandtoiletsnotaccessibleforchildrenwithdisabilities.
▪ Requestfundingforadaptations
▪ Communitymeetingtodiscusssolutions
HeadTeacher
SIPteam
Noresourcesforteachingaids
▪ Collectwastematerialsformakingteachingaids,suchasbottletops,oldcardsandpaperetc.
▪ Shareideasforgoodteachingmaterials(atthestaffmeetingsandCOPsessions)
▪ Establishanareainthelibraryforstoringandsharingteachingaids.
Children,teachersandparents
TeachersandSIPteam
SIPteam
Source: UNESCO,2014,adaptedbyVVOB
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Section 5: Identifying the Core Values of the School
The importance of school values
Activity 15
Drawapictureofyourschoolandaclassdepictinghowyouseechildren,teachersand
otherscomingtogethertolearn.
Next,thefacilitatorwillcollectalldrawingsandre-distributethem.Lookatthedrawing
thatyoureceived.Whatvaluesdoesthedrawingcommunicateabouttheschool?
A vision gives anorganizationa senseof direction, butonly if it is ‘owned’ and translated
intoactionbyallpeopleinvolved.Thevaluesofaschoolarejustasimportantasthevision
andmissionbecausetheydetermine the behaviours that people agree to live within.Values
provideamirrorforourdecisionmakingandaguideandreasonforouractionsandbehaviours.
Valuesalsowilldefinethecultureofanyschooltoachievetheschoolvisionandmissionfor
studentlearning.
School values are sets of behaviours and attitudes that govern the daily practices of the school.
Schoolvaluesareimportantandlastingbeliefsorideassharedbythemembersoftheschool
aboutwhatisgoodorbadanddesirableorundesirable.Schoolvaluesaregenerallysetsof
behavioursandattitudesthatgoverntheday-to-daypractices oftheschool.Thevaluesofa
schoolarethewaythatthingsaredoneintheschool.Valuescanbepositiveandnegative.
Valuesprovidethedrivingforceforallotherstrategiesandactions. Schoolvaluesneedto
bedefinedintoappropriateexpectedbehaviours.Whenagreedto,andbelievedinbymost
people,positivepeerpressurehelpspeopleliveuptothem.Itreducestheneedforexternal
accountability,aspeoplewilldotherightthinginaccordancewiththeirvalues.Itisallabout
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walking thetalk.Whenpeopleareseento letdownothers theagreedvaluescanbeused
asthebasisofadialogue.Forteachers,theybecomepartoftheperformanceappraisaland
similarlyteacherscangettheirstudentstodolikewise.
Thevision,missionandvalues formthecoreof theschool. Toworkwell,peoplemustbe
passionateaboutthem,sotheyjustcan’tbewrittenbyacommitteeand‘dropped’onpeople.
Activity 16: Think-Pair-Share
Readthequotesbelow.Thinkaboutwhatyoucanlearnfromthemontheimportanceof
valuesandhowtoimplementthem.Next,discussyourideaswithyourneighbour.
“As a teacher, I’m frequently called upon to make decisions, resolve conflicts, work
through dilemmas, or problem-solve in other ways,” said Emile. “Having core
values gives me a consistent direction. It removes ‘my opinion’ from the equation,
substituting a default position, a previously agreed-to authority. If a solution
promotes a core value, it is acceptable.”
“At the school, parents and teachers identified five core values: Have Courage,
Effort, Achieve, Respect and Take Responsibility. We decided to focus on one core
value each year. Though we remain conscious of all our core values, the core value
on rotation receives special emphasis.”
“Several years ago, we provided the learners in P6 a banner showing the three
core values of our school and asked each student to write his or her interpretation
of them on attached fabric triangles, later attached to the bottom of the banner.
The banner is now on permanent display in our main lobby. Here’s a sampling of
comments from the students:
▪ Listen to your heart.
▪ When someone is in trouble, never turn your back on them.
▪ If you want friends, be yourself.
▪ Remember that everyone has different talents.
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▪ Never stop learning.
▪ Recycle.
▪ Do your best at everything at school.
▪ Be unique.”
Developing the values of the school
Activity 17
Discussthefollowingquestions:
▪ Howdoyoudevelopthevaluesofyourschool?
▪ Howcanyou,asaheadteacherordeputyheadteacher,changethevaluesofyour
school?
Wecanthinkofvaluesinaschoolcontextasasetofconcentricrings,movingfromthemost
widelysharedvalues,toonesthataremorespecific,andindividual(Figure7).
Figure 7: Concentric levels of values (Binon, 2017)
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Organisationssuchas schoolsdevelop theirownuniquesetsofvalues (culture)overtime,embeddedwithinthebroadercontextofsocietalandhumanvalues.Wecanthinkoftheseastherulesofbehaviourforinteractingwithinthatorganisation.Forexample,aschoolmighthaveacultureinwhichnewteachersfeelfreetospeakupandexpresstheirviews,oritmightbeanauthoritariancultureinwhichjuniorteachersdonotdaretospeakuptotheirseniors(Beinhocker,2006). Alternatively,aschoolmighthaveacultureinwhichcommitmentsareflexibleandnottakenveryseriously,oroneinwhichcommitmentsareconsideredbindingandthereareseriousconsequencesformissingthem.
Inonesense,itisobvioushowcultureaffectsschoolperformance.Ifall(orevenmost)ofthestaffmembersbehaveinaparticularway,thatbehaviourwillaffectoverallschoolperformance.Ahandfulofcharacteristicsappearwithregularity instudiesofculturesofhigh-performingandadaptiveschools. Thesecanbedivided into individualperformingvalues,cooperatingvaluesandinnovatingvalues(Beinhocker,2006):
Performing values
1. Performanceorientation.Alwaysdoyourbest,gotheextramile,takeinitiativeand
continuouslyimproveyourself.
2. Honesty.Behonestwithothers,behonestwithyourself,betransparentandface
reality.
3. Meritocracy.Rewardpeoplebasedonmerit.
Cooperating values
1. Mutualtrust.Trustyourcolleagues’motivation,andtrustintheirskills.
2. Reciprocity.Dountoothersasyouwouldhavethemdountoyou.
3. Sharedpurpose.Puttheorganisation’sinterestsaheadofyourown,andbehaveas
ifeveryoneisinittogether.
Innovating values
1. Non-hierarchical.Juniorstaffareexpectedtochallengeseniorpeople,andwhat
mattersisthequalityofanidea,notthetitleofthepersonsayingit.
2. Openness.Becurious,opentooutsidethinking,andwillingtoexperiment.
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3. Fact-based.Findoutthefactsorevidence.Itisfacts,notopinions,thatcount.
4. Competitiveness.Feelasenseofcompetitiveurgency.
Thesevaluesareeasytodeclareandtoagreeupon.Thehardpartisweavingthemintothe
schoolcultureandgettingallstaffmemberstofollowthem.Therealityformostorganisations
isthattheytruly livefew, ifany,ofthesevalues. Despitewhatmaybewrittenonposters,
valuesandculturearerarely topprioritiesof theschool leadership. Insuchorganisations,
thecultureevolvesthroughtheinteractionsofstaffmemberswithlittleshapingbytheschool
leadership.Suchorganisationalculturestendtobeamixtureofstrengthsandweaknesses.
For example, some schoolsmaybe strongon individual performance values, butweakon
cooperativevalues.
Thesevalueshaveimportantconsequencesforthestructureoftheorganization.Ifindividual
performancevaluesaredeeplyembeddedinanorganisationandsucceedindrivingindividual
behaviour, then the hierarchy and processes don’t have to be so tight to achieve good
performance.Thismayfreeupresourcesforexperimentation.Whenindividualperformance
valuesarepoor,thehierarchytendstocrackdownandtightenprocesses,perhapssucceeding
inboostingexecution,butdamagingtheschool’sabilitytoadapt(Beinhocker,2006,p.373).
School leadershipplaysanenormousrole inbuildingandperpetuatingaschoolculture. It
is a cliché,butnonetheless true, that if school leadershipdoesnotwalk the talk, thenno
oneelsewill.Carefullybalancedsystemsofvaluesdonotariseorganically,andthusstrong-
cultureschoolshavesometimeintheirhistoryhadschoolleaderswhocarefullydesignedthe
setofdesiredvaluesfortheirschoolsandpersonallyandpassionatelyensuredconsistency
againstthosevalues.Onceacultureisestablished,designandenforcementshouldbecomea
collectiveresponsibility,butduringthecrucialperiodwhenthecultureisbeingbuilt,thereis
nosubstituteforpersonalleadership(Beinhocker,2006).
It is a cliché, but nonetheless true, that if school leadership does not walk the talk, then no one else will.
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Howdoyouchangethecultureofaschool?Itisnotlikelytochangepeople’sperceptions,
opinions,beliefs,behaviourandattitudesbyspeechesfromtheheadteacheroraPowerPoint
presentation.Forchangetotakeplaceitisnecessarytobemorepracticalthantheoretical
andbytouchingtheemotionalpartofhumans.Peoplemustshiftfromtheiroldmentalities
andrecognisethedifferencesbetweenthewaythingsareandwhattheyshouldbe.Achange
mustbewellunderstoodandsupportedbyconcreteevidence.Mostchangeprogrammesare
passivebecausetheyareimposedonpeoplefromthetop.However,learningisinteractive,
andasuccessfulchangeprogrammemustactivelyinvolve(Beinhocker,2006)people.Inthe
unitonchangemanagement,wewilldiscussinmoredetailhowyoucaninstillastingchange
withinyourschool.
Activity 18
Readtheabove-mentionedperforming,cooperatingandinnovatingvaluesandthinkabout
thefollowingquestionsindividually:
▪ Dotheabove-mentionedperforming,cooperatingandinnovatingvaluesmake
sensetoyou?
▪ Whatvaluesisyourschoolstrongat,andonwhatvaluescanitimprove?
▪ Whatareyoudoingtostrengthenthosevaluesinyourschool?
Afterafewminutes,discussyourideaswithyourneighbour.
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UNIT THREE
MONITORING AND EVALUATING THE IMPLEMENTATION OF THE SIP
Introduction
Activity 19
Readthisscenarioandanswerthequestions:
AbusinesswomansentherdrivertoMombasatocollectacargoandbringitbacktoKigali.
Shecalledthedrivereveryfivehours.After10hours,thedriverinformedthewomanthat
thevehiclehadatyrepuncture.Thebusinesswomanmadethenecessaryinterventionsto
enablethedrivertopayforthetyrerepair.Aftertherepair,thedrivercontinuedhisjourney
toMombasa, reached there, loaded the cargo and arrivedback in Kigali on the fourth
day late in theevening. Throughout the journey, therewas continuous communication
between the twopeople. After delivering the cargo, both expressed their appreciation
overthewholecourseofthisactivity.
Questions:
1. Constructasimilarscenario(story)thatreferstoaschoolcontext;
2. Identifywhatmadethisactivitysuccessful.
When you develop a School Improvement Plan (SIP) in your school, the planning processdoesn’tendwhentheplanisready.Youalsowanttheplantobeimplemented.ASIPshouldbe a “livingdocument”,whichmeans that you should regularly checkwhether theplan isstillup-to-date,whetherimplementationisontrackandwhetherchangesneedtobemade.Monitoringandevaluationhelpyouwiththeseprocesses.ThatiswhyweincludethissectiononM&Ewithinthemoduleonsettingthestrategicdirectionoftheschool. Wewilldiscusssome basic aspects of monitoring and evaluation which you need when developing and
implementingyourSIP.
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Activity 20
Whatdoyouexpectfromthisunit?WhatdoesaschoolleaderneedtoknowaboutM&E?
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Learning Outcomes
Afterthecompletionofthisunit,participantswillbeableto:
▪ Demonstrate knowledge and understanding of key concepts of monitoring and
evaluation;
▪ Explainmonitoringandevaluationstrategiesanddataanalysistechniques;
▪ Developappropriategoals,targetsandindicatorsformonitoringandevaluatinga
SIP;
▪ DevelopM&Etoolsandusethemtocollectthenecessaryinformation;
▪ Analyseandinterpretdatatoadjusttheprovisionofeducation;
▪ Set individual, group andwhole school targets related to all aspects of student
performance;
▪ Monitor,analyseandreviewdatarelatedtoallaspectsofstudentperformance;
▪ AdjusttheSIPbasedontheanalysisofoutcomestoensureequityofeducational
outcomesandremovebarrierstolearning;
▪ ValuetheimportanceofM&Einaqualityandequitableschoolenvironment.
▪ InstilacultureofM&Ewithintheschool;
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Section 1: Monitoring and Evaluation
MonitoringandEvaluationare interactiveandmutually supportiveprocesses. That iswhy
theyusuallyarementionedtogetherasM&E.M&Eprovidesameansforlearningfrompast
experience,improvingservicedelivery,planningandallocatingresources,anddemonstrating
results.
Monitoring is a continuousand internalprocessand includesa systematicandcontinuous
collection, analysis and use of information for management control and decision-making.
AccordingtoUNESCO’sresult-basedplanninghandbook(2006),‘monitoring is done by those
who are responsible for the implementation of activities (programme managers) in order to
assess:
▪ Whether and how inputs (resources) are being used;
▪ Whether and how planned activities are being carried out or completed;
▪ Whether results are being produced as planned.’
Monitoring can relate to outputs (e.g. how many books purchased), activities (e.g. how
manymeetings)anduseof resources (e.g.howmuchmoneyspenton learningmaterials).
Monitoringhelps to ensure thatwhathasbeenplanned is going forwardas intendedand
withintheresourcesandtimethatyouallocated.Itsgoalistoprovidefeedbackandstimulate
learning,sothatperformancecanbe improved. Monitoring isaboutthequestion“arewe
doingthingsright?”Doingthingsrightisaboutefficiencyordoingthingsaccordingtotheright
procedures(management).Italsomeanscorrectlyapplyingwhathasbeendecided.
Evaluationisanassessment,assystematicandobjectiveaspossible,ofanongoingorcompleted
project,programmeorpolicy,itsdesign,implementationandresults.Theaimofevaluation
istodeterminetherelevanceandachievementofobjectives,efficiency,effectiveness,impact
andsustainability.Evaluation,accordingtotheUNESCOHandbook(2006),‘isdonebyinsiders
(those implementinganeducationplan)andoutsiders. Evaluation focuses inparticularon
impactandsustainability’(p.52).
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Evaluationdealswithquestionsofcauseandeffect.Whywassomethingsuccessfulornot?It
isaboutestimatingtheimpactofanintervention.Forexample,whatwastheimpactofour
professionaldevelopmentofteachersontheuseofactiveteachingmethods?Evaluationis
doneonlyatcertaintimes–forexampleannually.Evaluationdealswiththequestion:“arewe
doingtherightthings?”Doingtherightthingsisabouteffectiveness(leadership).
Monitoring is about doing things right. Evaluation is about doing the right things.
Activity 21
Describeonemonitoringactivitythatyouarealreadydoinginyourschool.Reflectona
specificevaluationactivitythatyouhaveundertakeninyourschool.
Writethemonaflashcardandstickthemtothewallintheappropriatecolumn(2columns:
monitoringandevaluationexamples).
Withthefacilitator,identifythefollowingcategories:
▪ activitiesthatyouconsidermonitoringorevaluationofschoolquality.
▪ activitiesthatyouconsidermonitoringorevaluationofyourownwork.
▪ onewayyouusemonitoringinformationtoimprovethequalityofteachers’
work.
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Table8summarizesthedifferencesbetweenmonitoringandevaluation.
Table 8: Differences between monitoring and evaluation (VVOB, 2015)
Question Monitoring Evaluation
When? Continuously Atcertaintimes(onceayear,once
aterm)
What? Efficiencyandeffectiveness Impactandsustainability
How? Collecting information about
activities
Collectingdatafrompeople
Why? Are we implementing our
activities well (effectively,
efficiently)?
Doeswhatwedohaveapositive
impactonteachingandlearning?
Forwhom? Usuallyforourselves(withinthe
school)
For ourselves, but often also
for external parties (e.g. SEOs,
inspection, parents) (inside and
outsideoftheschool)
Keyquestion Arewedoingthingsright? Arewedoingtherightthings?
Examplesofmonitoringactivitiesare:
▪ CheckingwhetherresourceallocationisasintendedintheSIP;
▪ Conductinglessonobservationsinyourschool;
▪ Followingupontheuseofphysicalresources(computers,books)byteachersand
students;
▪ Checkingwhetherteachersapplystudent-centredteachingskills;
▪ Regularlyassessingtheprogress(atintervalsoflessthansixmonths)madetowards
achievingthetargetsidentifiedintheSIP.
▪ Discussionsatstaffmeetingsaboutpupilandclassprogress.
▪ Regularsamplingofstudentworktomonitoritsquality;
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▪ Analysis of student results (continuous assessment) and subsequent discussion
amongteachers;
▪ Reviewinganddiscussingteachers’planning;
▪ Havingregulardiscussionswithlearnersandmembersofthelocalcommunity
Examplesofevaluationactivitiesare:
▪ AssessingtheachievementofgoalsattheendoftheSIP’slifetime;
▪ Organizingasurveywithparentsonthereasonsforschooldropouts;
▪ Usingevidence(data)tocontinue,reviseorstopanactivity;
▪ Assessingwhyanactionwassuccessfulorafailureafteritscompletion;
▪ Comparinganddiscussingdropoutratesfromthisyearwiththosefromlastyear;
▪ Analysing student results (endof yearexams)and subsequentdiscussionamong
teachersandschoolleadership.
YoumayconductM&Eactivitiesofothers’performance.Forexample,youwillmonitorhow
teachersteachbyobservinglessons,reviewinglearnertestsorstudyingteachers’lessonplans.
Youmayalsomonitoryourownprofessionaldevelopmentactivities.Howeffectivewasthe
trainingIconductedforteachers?Didtheylearnsomethingand,moreimportantly,didthey
changetheirpractice?
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Section 2: Reasons for Monitoring and Evaluation
Activity 22
Whyisitimportanttodomonitoringandevaluationinyourschool?
Monitoring andevaluation is about ensuring thequality of the school. All schools have a
dutytoassurethequalityoftheservicestheyprovideandtolookcontinuouslyforwaysof
improvement. Many thingsmust be consideredwhenmeasuring the quality of a school:
health and safety, financialmanagement, attendance, staff development, child protection,
partnership with the local community and, most importantly, the quality of teaching and
learning.
Monitoringandevaluationinschoolsareusuallyconductedforthefollowing3 reasons:
▪ Accountability: informing stakeholders (teachers, parents, SEOs…) about what
happens at the school, so they can perform adequate control on the school
leadership;
▪ Documenting:making sure that themainprocesses and goodpractices arewell
documented,sotheycanbecomestandardpracticewithintheschool;
▪ Improving: learning frommistakes and identifying areas for improvement. This
requiresbeingsensitiveandreflectiveaboutthefunctioningoftheschool.
REMEMBER
▪ Ifyoudonotmeasureresults,youcannottellsuccessfromfailure
▪ Ifyoucannotseesuccess,youcannotrewardit
▪ Ifyoucannotrewardsuccess,youareprobablyrewardingfailure
▪ Ifyoucannotseesuccess,youcannotlearnfromit
▪ Ifyoucannotrecognizefailure,youcannotcorrectit
▪ Ifyoucandemonstrateresults,youcanwinpublicsupport
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Section 3: Key Concepts in Monitoring and Evaluation
Itisimportantthatweusethesamelanguageinmonitoringandevaluation.Let’slookatsome
keyconcepts.
Activity 23
1. Individually,classifyeachterminoneofthecategoriesinthetablebelow.
2. Groupinpairsandexplaintoeachother:movetermstoothercategories
3. Askthefacilitatororothercolleaguestointerveneincaseyoustillhavedifficultiesto
understandaconcept.
Iknowit Ihavesomeidea,
butI’mnotsure
Ihavenoidea
Terms:SWOT,outcomes,indicators,outputs,goal,objective,meansofverification,baseline,
targets,impact,SMART,inputs
InM&E,wedistinguishbetween inputs,activities,outputs,outcomesand impact. Table9
explainstheseterms.Monitoringusuallyfocusesontheinputs,activitiesandoutputs,whereas
outcomesandimpactsaremorethedomainofevaluation.
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Table 9: Key terms in monitoring and evaluation
Key terms Meaning
Inputs Resourcesthatweneedfortheaction,suchastime,money,technology
andinformation
Activities Theactionsthataredonetoachievetheresult
Outputs Immediateresultsoftheactivitiesonthepeoplethatweretargetedby
theactivity
Outcomes Shorttermresultsoftheoutputsontheparticipants,inbetweenthe
outputsandtheimpact
Impact Longtermresultsoftheactions,notonlyonthepeoplethatwere
targetedbytheactivity(e.g.schoolcommunity,parents,learners),but
alsoonthewidercommunity.
Goal Measurablestatementofthedesiredlong-termchangeinthefuture
afteraddressingtheidentifiedproblem.Eachgoalisachievedthrougha
numberofobjectives.
Objective Specificmeasurablestatementofdesiredimmediateordirectchange
afteraddressingtherootcausesoftheidentifiedproblem.Each
objectiveisachievedthroughanumberofactivities.
Meansof
Verification
Sourcesfromwhichthestatusofeachindicatorwillbeidentified.
Whereandhowtheinformationwillbeobtained.
Indicator Standardagainstwhichtheschoolcanmeasureitsprogresstowardsthe
setobjective.
Baseline Showsthecurrentsituationtobeimproved.Forexample,currently4
teacherseffectivelyuselearner-centredapproaches.
Target Measurablestatementsthatindicatetheperformancelevelthatthe
schoolwouldliketoachieveontheidentifiedobjectivebyagiventime.
Source: VVOB, 2015; REB, 2018
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Examplesofinputsineducationare:
▪ Humanresources(teacherqualificationsandexperience,numberofstudents…)
▪ Time
▪ Money(capitationgrants,funds,subsidies,schoolfees…)
▪ Materialresources(textbooks,classbuildings,libraries,ICTequipment…)
Examplesofactivitiesineducationare:
▪ Organizingtrainings
▪ Observinglessons
▪ Organizingmeetings.
▪ EstablishingCOPs
▪ Developinglessonplans
Examplesofoutputsineducationare:
▪ Trainingsgiven
▪ Lessonsobserved
▪ Lessonplansdeveloped
▪ TeacherswhoarememberofaCoP
▪ Recommendationsformulatedtoimprovegenderequityintheschool
▪ SIP
▪ Bookspurchased
▪ Functioningcomputers
▪ Classroomsbuilt
▪ Trophieswonbyschoolteam
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Examplesofoutcomesineducationare:
▪ Useofnewmanualsbyteachers(notjustbeingtrained,butapplyingwhatisinthe
manual)
▪ Applicationofactiveteachingapproaches(notjustknowingorunderstanding,but
alsoapplying)byteachers;
▪ ImplementationoftheCBC(notjusttrainingpeopleinit)
▪ SatisfactionofCOPmemberswithitsfunctioning(notjustbeingamemberofit)
Examplesofimpactineducationare:
▪ Changeinlearningoutcomesasaresultofatrainingprogramme;
▪ Changeinlearners’attitudestowardslearning;
▪ Reductionindropoutrate;
▪ NarrowingorclosingofgendergapinlearnerresultsformathsinP6;
▪ Change in teachers’ motivation as a result of participation in a Community of
Practice;
▪ Changeinnumberoflearnerswhosuccessfullycompleteprimaryeducation.
▪ Reductioninthenumberofcasesofearlypregnancies.
Thedifference between outcome and impactcanbeconfusing.Onedifferenceisthetime
horizon.Impactsarelong-termchanges.Aseconddifferenceliesinwhoisaffected.Impacts
arechangesforawidergroupofpeople.Forexample,theoutcomeofalessononhealthy
eatingcouldbeincreasedknowledgeandskillsofstudents,butthelong-termimpactcould
bethatstudents’familiesandthewidercommunitybecomemoreawareofthebenefitsof
healthy food. A thirddifference is thatachieving theoutcomes isusuallywithinyourown
power,whereasachievingimpactisnotinyourdirectpower.
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Forexample,aschoolisplanningtobuytextbooks:
▪ Activity:buyingtextbooks
▪ Output:setoftextbooks
▪ Outcome:useoftextbooksbythelearners
▪ Impact:improvedtestscoresoflearners.
Table10showsmoreexamplesoftherelationbetweeninputs,activities,outputs,outcomes
andimpact.Canyoufindadditionalexamples?
Table 10: Examples of inputs, activities, output, outcome and impact
Source: (InternationalInstituteforEducationalPlanning,2010)
Activity 24
Lookagainatthemonitoringandevaluationactivitiesthatyoulistedatthestartofthis
unit.
Identifyrelatedoutputs,outcomesandimpactfromthecontextofyourschool?Wherelies
thefocuscurrently?
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Section 4: The Monitoring and Evaluation Cycle
Activity 25
TheSGACinyourschoolagreedonaprojecttoconstructlatrines.Differentactivitiesneed
tobecarriedout.Puttheactivitiesbelowintheirsuccessiveorder.
1. Communicatingtoparentsthenumberofconstructedlatrines;
2. Mobilizationoffunds;
3. Handoveractivity;
4. Determiningthenumberoftoiletstobeconstructed;
5. Procuringhumanandmaterialresourcesnecessaryforconstruction;
6. Supervisionoftheconstructionactivities;
7. Reportingtheprogressoftheseactivities;
8. Sanctioningthecontractorforthedelayoftheconstructionwork;
9. SGACobservedvisitthesiteandmakeobservations;
10. Hiringanewcontractor;
In seeking to achieve continuous improvement in educational standards, schools should
engageinawholerangeofqualityprocesses.Thekeyonesinclude:
▪ Developmentplanning.
▪ Implementationofschoolimprovementstrategies.
▪ Monitoringandevaluating.
▪ Continuingprofessionaldevelopmentofstaff.
Monitoringandevaluationarenotstand-aloneactivities.Theyareasetoflinkedtasksthat
areundertakenfromthestarttotheend(andbeyond)ofaschoolimprovementplanningand
implementationprocess(Figure8).AneffectiveM&EprocessfollowsthePDCA Cycle. PDCA
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standsforPlan,Do,CheckandAct.StartingfromaSchoolImprovementPlan(Plan),actions
areimplemented(Do).Itischeckedwhethertheactionsareimplementedaccordingtoplan
andwhethertheyhavetheintendedeffects(Check).Asaresult,actionsmaybetakenandthe
planchanged(Act).
Figure 8: The M&E cycle (Binon, 2017)
Monitoringandevaluationiscrucialforcontinuousschoolimprovement.Ateachstageofthe
cycle, it is importanttodocumenttheprocesswell. Gradually,overtime,youwilldevelop
instrumentsandprocedurestogothroughthecycle(see:phasesinM&E).Settingstandards
allowsyoutoconsolidatetheimprovement(Figure8).Astimeproceeds,thisprocedurewill
enableyoutoimprovethequalityoftheorganisation.
Activity 26
ReturntoyourorderingofactivitiesinActivity25.Classifytheactivitiesaccordingtoeach
stepinthePDCACycle.
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PlanningofaM&Esystemincludes:
▪ determininggoals,
▪ settingtargetsandindicators,
▪ selectingyourdatasourcesandcollectingdata.
1. Determining Goals
Goals are crucial for a strongM&E system. Theyprovidepurpose andpriority to allocate
resources.Cleargoalsfocusattentionandeffortandenablepeople,groups,andorganizations
tocoordinatetheirefforts.Theyshowthateventhougheverythingisimportant,someactivities
andoutcomesaremoreimportantthanothers.Becausemorehappensinschoolsthanthe
pursuitofexplicitgoals,eventhemostgoal-focusedleaderswillneedtomanagetheconstant
distractionsthatthreatentounderminetheirbestintentions.Afocusonsharedgoalsenables
leadersandstafftorecognizethattheyarebeingdistractedandtoconsciouslydecidewhatto
doaboutit.Thechoiceofchangesthatheadteachersencourageandpromotethroughgoal
settingwilldeterminetheimpactonteachingandlearning.
2. Setting Indicators and Targets
Ifyouwanttoknowwhetheryouhaveachievedagoal,youneedtotranslatethatgoalinto
somethingthatyoucanmeasure. This isan indicator. Indicatorsarevisiblemeasuresthat
informus(“indicate”)whetherweareachievingthedesiredoutcome.Atargetisthespecific
valueoftheindicatorthatwewanttoachieve.Forexample,ifourgoalistoimprovelearning
outcomesintheschool,anindicatorcanbetheexamresultsoflearners.Atargetcouldbethe
numberoflearnersthatachieve50%ormore.
AgoodindicatorshouldbeSMART. SMARTstandsfor:
▪ Specific:itshouldidentifyconcreteeventsoractionsthatwilltakeplace.
▪ Measurable:itshouldbepossibletomeasuretheindicator
▪ Appropriate/Attainable: the indicator shouldgive reliable informationabout the
goalyouwanttoachieve
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▪ Realistic:itshouldbefeasibletocollectandanalysethedatafortheindicator
▪ Time-bound:theindictorshouldspecifythetimeframeforthegoaltobeachieved.
Forexample,assumethatyourschoolhasidentifiedagoaltoincreasethenumberofstudents
whoperformwellinmathematics(thisgoalisnotSMART)(REB,2018):
▪ Let us make this goal specific:
Thenumberofseniorfivestudentsscoringatleast60%inmathematicswillbeincreased.
Thisgoalisspecificsinceitspecifiesthestudentswhoseperformancewillbeincreased(Senior
five),inwhatsubject(Mathematics)andthescore.
▪ Make it measurable:
Thenumber of senior five students scoring at least 60% inmathematicswill be increased
from36%to75%.Thisgoalismeasurable.Itshowshowmuchthestudents’performancein
mathematicswillincrease(36%to75%)
▪ Make it achievable:
Ensurethatthegoalcanbeachievedandavoidexaggerationinsettingtargets.
Isitlikelythattheperformancewillincreasefrom36%to75%?PerhapsThereisgreatchance
that the incrementofperformance inMathematicsgoes from36%to75%. It is therefore
achievable.
▪ Make it relevant:
Ensurethatthegoalissignificantandimportanttothestudents.
Thisgoalisrelevantbecauseitisimportantforstudentstoperformwellinmathematics.
▪ Make it time-bound:
Ensurethatthegoalindicatesthetimelimits.
Thisgoalistime-boundbecauseitislimitedintime(threeyears)
Thenumberofseniorfivestudentsscoringatleast60%inmathematicswillbeincreasedfrom
36%upto75%withinthreeyears.
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Activity 27
Formulate two SMART indicators for the activities that you classified in the previous
Activity.Next,shareyourindicatorswithyourneighbourandcheckifeachindicatorfulfils
alltheSMARTcriteria.
Ifyouhavetimeleft,tryandformulateanotherindicatorrelatedtoteachingandlearning
inyourschool.Sharesomeindicatorswiththewholegroup.
3. Collecting Data
Monitoring and evaluation is not about collecting lots of data. It is about collecting the
informationthatyouneedtogothroughthecycle.Threequestionsarecrucialinidentifying
whatinformationtocollect:
What do we want to know?
Agreewiththeschoolteamonwhatinformationismostimportant.Whatdoyoureallyneed
toknow tomonitorandevaluate theactions in yourSIP, andwhat information is “nice to
know”,butnotnecessary?
How can we find out?
Thereisarangeofmethodsthatcanbeusedformonitoringandevaluationanditisimportant
thatyoutaketimetoidentifythemostappropriatestrategies.First,trytouseasmuchdata
thatarealreadyavailable.Forexample,attendancelist,examinationresults,logbooksforthe
libraryorcomputerroometc.Whenyouhaveanoverviewofwhatdataisalreadyavailable,
youcanidentifytheinformationthatyoustillneedtocollect.
Somemethodsthatyoucanusetocollectinformationare:
▪ Self-evaluationtools.Forexample,teacherscouldrespondtotheagreedindicator
andprovideevidencetosupporttheirjudgment.Acombinedresponsefromstaff
canprovideacomprehensiveviewofhowtheschoolisperforming.
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▪ Analysisofclassroomdocumentationandmaterials,suchaslessonplans,learners’
work, homework and classroom display. Suchmonitoring should be carried out
usinganagreedspecificationofdesiredstandardsofpractice,forexamplebyusing
achecklistthateveryoneagreesupon.
▪ Interviewswithindividualmembersofstaffabouttheteachingandlearningprocess,
classroommethodsandissuesrelatedtothefunctioningoftheschool.
▪ Active participation by the school leadership in classroom activities. Aswewill
discuss later, lesson observations by the school leadership have the potential to
generatepositiveandsupportiveprofessionaldiscussion.Italsoallowstheschool
leadershiptoseeatfirsthandthechallengesthatclassroomteachersarefacing.It
alsopermitstoassesstheimpactofprofessionaldevelopment.
▪ Theuseofquestionnaireswithpupils,teachersandparentscanassistinproviding
informationaboutteachingandlearning.
How will the results be used?
Beforeyoucollectdata,youshouldknowhowyouwillusetheinformation.Thiswillhelpyou
makesurethatyoucollecttherightinformation,nottoomuchortoolittleinformationand
thatthedataareintherightformat.
Whencollectingdatafromlearners,teachersorparents,explainhowthedatawillbeused.If
peopleknowthatdataarecollectedtoimproveteachingandlearning(andnottoevaluateor
punishpeople!),theywillbemorelikelytorespondhonestlyandgiveusefulinformation.Make
itclearwhetherthedataareanonymous(nameswillnotbecollectedorcanberecognized),
confidential(namesareonlyavailabletothepeoplecollectingandanalysingtheinformation)
ornot(namesarecollectedandwillbeused).
4. Data Sources
Whenwehavesetgoals,indicatorsandtargets,weneedtodecidehowwewillcollectthedata
toidentifywhetherweareontracktoachievethetargetsfortheindicators.Beforeyoustart
collectingdata,makesurethatthedataarenotalreadyavailable.Ifyoucanuseexistingdata,
itsavesyoutheeffort(and/orexpenses)tocollectadditionaldata.
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Interestingdataontheschoolprofileinclude:
▪ studentdemographics(age,sex);
▪ staffprofile
▪ programs and services offered by the school (for example, guidance and library
services)
▪ students’identificationandresidence
▪ schoolfacilities
▪ classsizes
▪ schoolvision,missionandvalues
▪ SchoolImprovementPlan
▪ locationoftheschool
▪ stakeholdersoftheschool
▪ historyoftheschool
Interestingdataonschoolqualityare:
▪ promotionrates
▪ enrolmenttrends
▪ repetitionrates
▪ drop-outrates
▪ completionrates
▪ nationalexamresults(age-andsex-disaggregated)
▪ pupils’testresults
▪ erroranalysisofteststhatindicatesonwhichquestionsstudentsscorewellorweak.
erroranalysisistheanalysisofwhatkindoferrorsaremadebystudentsinorderto
getinsightinwhatlearningoutcomestheyhaveachieved.
▪ surveysofstaff,students,parentsandothercommunitymembers
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Informationaboutindicatorscanbestructuredinanindicatortable.Inanindicatortable,you
specifywhat,how,bywhomandwheninformationwillbecollected(Table11).
Table 11: Example of an indicator table (REB, 2018)
Indicator Information Data
source
Method/
approach
of data
collection
and analysis
Needed
resources
When ByWhom
(Responsible
forcollecting
the
information).
50%of
students
have
enough
school
materials
Numberof
students
without
school
materials
-Reasonwhy?
Teacher,
students,
parents
Interview
Observation
2hours
End
January
(annually)
LastFriday
ofthe
month
(monthly)
Deputyin
chargeof
studies.
-
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Section 5: Levels of Monitoring and Evaluation
Wehavelearnedthatmonitoringandevaluationiscrucialforcontinuousschoolimprovement.
Therefore,M&Eneeds tobeembedded in theschoolpractice. It isnotaboutoneperson
“doing”M&E in the school, but allmembersof the school community shouldbe involved
inM&E. Indeed, somepeople can take a leadingor coordinating role in ensuring that all
membersareawareandhavethecompetencesforM&E.However,creatingsuchaschool-
wideM&Esystemtakestime.BasedontheEuropeanFoundationforQualityManagement
(EFQM)model,we can distinguish three stages (or levels) in the development of anM&E
systeminaschool.Eachstageisvaluableandshouldbestimulatedbyschoolleaders.
1. Individual level (activity oriented)
Inthisstage,M&Eisverymuchanindividualactivity:
▪ Eachteacherfocusesonimplementingthecurriculum
▪ Problemsareonlyaddressedwhentherearecomplaints
▪ Thereisnosharedvision
▪ Schoolpolicyisad-hocandshortterm
▪ Teachersworkinisolation
▪ Therearefewcommonrulesorprocedures
Keyquestionsare:
▪ HowcanIimprovemyteaching?
▪ DoIfollowtherules?
▪ HowcanIcompletethecurriculumwithinthesettime?’
▪ Domylearnerslearnasaresultofmyteaching?
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2. Group level (process oriented)
Inthisstage,groupsofpeopleworktogetherandM&Emovestothegrouplevel.Thereisa
sharedvisionwithinthegroup. Teachersandtheheadteachersharetheresponsibility for
goodteachingandlearningandthereareregulardiscussionsamongpeers.Thereisincreasing
attentionfortheeducationprocesseswithintheschool.
Keyquestionsare:
▪ Whatareeveryone’stasksandresponsibilities?
▪ Whatarewedoingwellandwhatshouldweworkon?
▪ Whatprocessesdowehaveinplaceandhowcanweimprovethem?
▪ Howcanwestimulateeachother?
▪ Howcanwealignandsystematizewhatwearedoing?
3. School level (system oriented)
Atthislevel,M&Ebecomesaschool-wideactivity.Itdealswiththemanagementofthewhole
organization, including supporting services. The school policy has the support within the
schoolteam.Activitiesandresultsareregularlymeasuredandevaluatedinordertodevelop
andreviewtheschoolpolicy.Teachersinfluenceeachotherinadesiretoimprovetheschool
performance. There is focuson thewishesandneedsof learnersandparents: the school
wantstopreventproblemsandcomplaints.
Keyquestionsare:
▪ Howcanwecreateanoverviewofwhatdifferentgroupsaredoing?
▪ HowcanweintegrateeverythingintoaSIP?
▪ Howcanwelearnfromeachother?
▪ Howcanweevaluatewhatwearedoingintheschool?
▪ Whodoweinvolve(learners,parents,localcommunity),howandwhen?
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Table12summarizesthesethreelevelsofM&Einanorganisation.
Table 12: Levels/ Phases in M&E based on EFQM
Level/ Phase Processes Results and Indicators
Individuals Activities Dataareavailable
Groups Processes Betterdataareavailable.Datacanbecompared
among teachers and over time. Trends can be
identified.
Organisation System Internal indicators. Data are compared with
targetsinschoolpolicy.
source:EFQM,n.d.
Activity 28
ReviewtheguidingquestionsforeachlevelofM&E.Atwhichlevel(s)ofM&Edoesyour
schoolfocus?Whatcanbedonetomovetotheotherlevels?Afterafewminutes,discuss
yourideaswithyourneighbour.
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Section 6: Involving Others in Monitoring and Evaluation
M&Eshouldnotbetheresponsibilityofonlyoneperson intheschool. Involving learners,
teachers, parents andother stakeholders inM&Ewill improve thequality of thedata and
theiranalysis. Theinvolvementofothersshouldnotbelimitedtothedatacollection.You
should discuss the current situation and set priorities together (see Activity 9). An open
discussion,usingalltheinformationthathasbeencollected,allowsallpartnerstoassessthe
school’sstrengthsandweaknessesinthedeliveryofcurriculum,anddetermineprioritiesfor
improvement.
Somequestionsthatyoucanusewhendiscussing datawithothersare:
▪ Isthereanythingintheinformationthatyoudonotunderstand?
▪ Ifso,whatwouldyouliketobeclarified?
▪ Isthereanythingabouttheinformationthatyoufindsurprising?
▪ Isthereanythingthatconcernsyouintheinformation?
▪ Howdoestheinformationfitwithyourfeelingsabouthowlearnersatthisschool
aredoing?
▪ Isitdifferentfromwhatyouhaveexperiencedintheclassroomorathome?
Oneoftheactivitiesthatyoucandotoinvolveothersinyourschoolistoidentify strengths
and weaknessesoftheschool.Thepurposeofsuchanactivityistoestablishthepriorityareas
incurriculumdelivery.
Belowwebrieflydescribehowyoucanleadsuchanactivitywithteacherswithinyourschool.
UR-CE 2018Continuous Professional Development Diploma in Effective School LeadershipCPD-DESL
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Activity 29
Participantsbreakintosmallgroups,eachequippedwithaflipchartpaperandmarkers
orpens.Askthegroupstoarticulatetheschool’sstrengthsandweaknessesincurriculum
delivery,asfollows:
Basedonstudents’performancedataoftheschool:
▪ Inwhichareasofthecurriculumareourstudentsperformingwell? Listthe
answersundertheheading“Strengths”ontheflipchartpaper.
▪ In which areas of the curriculum are students performing poorly? List the
answersunderacolumnentitled“Weaknesses”onanotherflipchartpaper.
▪ Letteachersdiscusswhytheythinkstudentsareperformingpoorly inthose
areas.
Thenreflectonthefollowingquestions:
▪ Whichofthesestrengthsandweaknessesaremostimportanttoyou?
▪ Of the most important, which one should be dealt with first? Select 3
weaknessesthatyouwanttoaddressfirst.
▪ Allparticipantsworktocombinesimilarweaknesses,andanew,final listof
strengthsandweaknessesisposted.
Thestrengthsandweaknessesshouldbebasedasmuchaspossibleondatathathavebeen
collected.Whiletheweaknesseswillultimatelydeterminetheprioritiesforimprovement,it
isimportanttodiscusstheschool’sstrengthsaswell.Why?Adiscussionofweaknessesalone
couldmakeparticipantsfeelthattheschoolisnotdoinganythingwell.Bylistingwhatisdone
well,apositivetoneissetforthediscussion.
Afterthediscussion,allgroupsposttheirstrengthchartsandtheirweaknesschartstogether.
Allparticipantstake5to10minutestolookatandreflectoneachother’schartsandtoaskeach
otherquestionsforclarification.Whileeveryonedoesnothavetoagreeoneachstrengthand
weakness,everyoneshouldunderstandeachone.Participantsthenspendafurther5minutes
groupingsimilarstrengthsandsimilarweaknesses.Whenthis taskhasbeenaccomplished,
UR-CE 2018 Continuous Professional Development Diploma in Effective School Leadership CPD-DESL
82
twolistsaredeveloped—oneshowingallthestrengthslistedbythegroupsandoneshowing
alltheweaknesses.
Onemethodologytoidentifyprioritiesinagroupistousesmallredstickers(dots).Yougive
eachparticipantanumberofdotsequaltoonethirdthenumberofweaknesses.Forexample,
ifyouhavealistof9weaknesses,yougiveeachparticipant3dots.Allteammembersvote,
usingthestickers,fortheweaknessesthattheybelieveshouldbeaddressedfirst.Members
mustusealltheirdots,buttheymaynotusemorethanonedotperweakness.Theweakness
withthemostdotsbecomesthepriorityforenhancingcurriculumdelivery.
UR-CE 2018Continuous Professional Development Diploma in Effective School LeadershipCPD-DESL
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GLOSSARY
▪ Activities
Theactionsthataredonetoachievetheresult
▪ Baseline
Showsthecurrentsituationtobeimproved.
▪ Evaluation
Evaluationisanassessment,assystematicandobjectiveaspossible,ofanongoingorcompleted
project,programmeorpolicy,itsdesign,implementationandresults.Theaimofevaluation
istodeterminetherelevanceandachievementofobjectives,efficiency,effectiveness,impact
andsustainability.
▪ Goal
Measurable statement of the desired long-term change in the future after addressing the
identifiedproblem.Eachgoalisachievedthroughanumberofobjectives.
▪ Indicator
Standardagainstwhichtheschoolcanmeasureitsprogresstowardsthesetobjective.
▪ Inputs
Resourcesthatweneedfortheaction,suchastime,money,technologyandinformation
▪ Means of Verification
Sources from which the status of each indicator will be identified. Where and how the
informationwillbeobtained.
▪ Monitoring
Monitoring is a continuous and internal process and includes a systematicand continuous
collection,analysisanduseofinformationformanagementcontrolanddecision-making.
UR-CE 2018 Continuous Professional Development Diploma in Effective School Leadership CPD-DESL
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▪ PDCA Cycle
ThePDCAisaprojectmanagementcycleandstandsfor:
▫ Plan:takingstock,identifyingresources,settingtargets
▫ Do:implement,observeandcollectdata
▫ Check:didthingshappenaccordingtoplan?(monitoringandevaluation)
▫ Act:howtoimprove?(revisingtheplan,developinganewannualactionplan)
▪ Objective
Specificmeasurable statementofdesired immediateordirect changeafteraddressing the
rootcausesoftheidentifiedproblem.
▪ Outcomes
Shorttermresultsoftheoutputsontheparticipants,inbetweentheoutputsandtheimpact
ImpactLong termresultsof theactions,notonlyon thepeople thatwere targetedby the
activity,butalsoonthewidercommunity.
▪ Outputs
Immediateresultsoftheactivitiesonthepeoplethatweretargetedbytheactivity
▪ School Vision
Thedesiredpictureoftheschoolinthefuturethatdrivesalltheschoolactivities,attitudes
andvalues.
▪ School Mission
Theschoolmissiontellsushowtoachievethevision.
▪ School Improvement Plan (SIP)
Aplanthroughwhichschoolssetgoalsfortheimprovementofstudentachievementandmake
decisionsabouthowandwhenthesegoalswillbeachieved.
UR-CE 2018Continuous Professional Development Diploma in Effective School LeadershipCPD-DESL
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▪ SMART
Specific,measurable,appropriate/attainable,realistic,time-bound.
▪ Target
Measurable statements that indicate the performance level that the school would like to
achieveontheidentifiedobjectivebyagiventime.
UR-CE 2018 Continuous Professional Development Diploma in Effective School Leadership CPD-DESL
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REFERENCES
Beinhocker,E.D.(2006).The origin of wealth: Evolution, complexity, and the radical remaking
of economics.HarvardBusinessPress.
Binon,K.(2017).Dialoogtekst Onderwijskundig Leiderschap.Mechelen:KatholiekOnderwijs
Vlaanderen.
Darling-Hammond,L.,LaPointe,M.,Meyerson,D.,&Orr,M.T.(2007).PreparingSchoolLeaders
for a ChangingWorld: Lessons from Exemplary Leadership Development Programs.
SchoolLeadershipStudy.ExecutiveSummary.Stanford Educational Leadership Institute.
Retrievedfromhttps://edpolicy.stanford.edu/publications/pubs/243
Dawson,R.(2013,March).7CharacteristicsofPowerfulVisionsforEffectiveLeadership.Retrieved
6November2017,fromhttp://rossdawsonblog.com/weblog/archives/2013/03/the-7-
characteristics-of-powerful-visions-for-effective-leadership.html
EFQM.(n.d.).TheEFQMExcellenceModel.
Fullan,M.(2014).The principal: Three keys to maximizing impact.JohnWiley&Sons.
Fullan,M.G.(1992).VisionsThatBlind.Educational Leadership, 49(5),19–22.
Gabriel, J.G.,& Farmer, P. C. (2009).How to help your school thrive without breaking the
bank. Alexandria, VA: Association for Supervision and Curriculum Development
(ASCD). Retrieved from http://www.ascd.org/publications/books/107042/chapters/
Developing-a-Vision-and-a-Mission.aspx
Haddock,P.(2015).Monitoring and Evaluation Training(PraxisPaperNo.30).INTRAC.
Heck,R.H.(2000).Examiningtheimpactofschoolqualityonschooloutcomesandimprovement:
Avalue-addedapproach.Educational Administration Quarterly, 36(4),513–552.
International Institute for Educational Planning. (2010). Strategic Planning Concept and
rationale(WorkingPaper).Paris:UNESCO.Retrievedfromhttp://unesdoc.unesco.org/
images/0018/001897/189757e.pdf
Kaufman,R.A.,&Herman,J.J.(1991).Strategic planning in education: Rethinking, restructuring,
revitalizing.TechnomicPubCo.
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87
Kools,M.,&Stoll,L.(2016).What Makes a School a Learning Organisation?(OECDEducation
Working Papers). Paris: Organisation for Economic Co-operation and Development.
Retrievedfromhttp://www.oecd-ilibrary.org/content/workingpaper/5jlwm62b3bvhen
Mintzberg,H.,Ahlstrand,B.,&Lampel,J.(2009).Strategysafari:Yourcompleteguidethrough
thewildsofstrategicmanagement.Pearson Education Limited, Upper Saddle River.
Morgan,G.(1997).Imagesoforganization;2nd.Auflage, Thousand Oaks, Calif.
REB. (2018). School Improvement Planning: A Trainee Manual. Kigali, Rwanda: Rwanda
EducationBoard.
Schlechty,P.C.(2009).BureaucraticImagesofSchools.Leading for Learning: How to Transform
Schools into Learning Organizations,69–112.
UNESCO. (2014). Teaching and Learning: Achieving Quality for All (EFA GlobalMonitoring
Report).Paris:UNESCO.Retrievedfromhttp://www.unesco.org
Vandenberghe, R. (1995). Creativemanagement of a school: Amatter of vision and daily
interventions.Journal of Educational Administration, 33(2),31–51.
VVOB.(2015).AnIntroductiontoM&E.VVOB.
Wright,P.L.,Kroll,M.J.,&Parnell,J.A.(1998).Strategic management: concepts and cases.
PrenticeHall.
88
APPE
NDI
CES
Appe
ndix
1: S
choo
l Im
prov
emen
t Pla
nnin
g St
ruct
ure
GO
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he n
umbe
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mat
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Mea
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Yr 1
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learne
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sedfrom
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90
Appe
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2: A
nnua
l Acti
on P
lan
Stru
ctur
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GO
AL1:
The
num
ber o
f sen
ior fi
ve st
uden
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g at
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t 60%
in m
athe
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ill b
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crea
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from
36%
up
to 7
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thre
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Spec
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ectiv
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num
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fmathe
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ache
rswho
effe
ctivelyuselearne
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tred
app
roachinte
aching
willbeincrea
sedfrom
4to
8te
ache
rsbyNovem
ber
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Outpu
tsIndicators
Baselin
eTarget
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ities
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etMea
nsofverifi-
catio
nRe
spon
sible
Q1
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Learne
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app
roach
iseff
ectiv
ely
used
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source:R
EB,2
018
91
Appe
ndix
3: M
onito
ring
and
Eval
uatio
n Te
mpl
ate
GOAL
1
OBJEC
TIVE
1:
Plan
nedactiv
ities/Tim
eline
Implem
entedactiv
ities/
time(w
hen).
Estim
ated
bu
dget
Usedbu
dget
Respon
sibleperson
Commen
tsand
ob
servati
onRe
commen
datio
ns
Sour
ce: R
EB, 2
018
UR-CE 2018 Continuous Professional Development Diploma in Effective School Leadership CPD-DESL
92
Appendix 4: Data Collection Methods
Technique and its meaning
Example Advantages Disadvantages
Observation: Atechniquethatinvolvestosystematicallyselect,watchandrecordbehaviourandcharacteristicsoflivingbeings,objectsorphenomena.
ClassroomvisitwherebytheHeadteacherobserveshowtheteachermanagestheclass.
▪ Collectdatawhereandwhenaneventoractivityisoccurring
▪ Doesnotrelyonpeople’swillingnesstoprovideinformation
▪ Directlyseewhatpeopledoratherthanrelyingonwhattheysaytheydo.
▪ Susceptibletoobserverbias
▪ Peopleusuallyperformdifferentlywhentheyknowtheyarebeingobserved
▪ Doesnotincreaseunderstandingofwhypeoplebehavethewaytheydo.
Documentation: Thisadatacollectiontechniquewhichinvolvessystematicdatacollectionfromexistingrecords
Reviewofstudentperformancereport,schoolstatistics,trainingdocumentsetc.
▪ Relativelyinexpensive
▪ Goodsourceofbackgroundinformation
▪ Itmaybringissuesnotnotedbyothermeans
▪ Informationmaybeinapplicable,disorganized,unavailableoroutofdate
▪ Couldbebiasedbecauseofselectivesurvivalofinformation
▪ Informationmaybeincompleteorinaccurate
▪ Canbetimeconsumingtocollect,review,andanalysemanydocuments
UR-CE 2018Continuous Professional Development Diploma in Effective School LeadershipCPD-DESL
93
Interview:Thisisadata-collectiontechniquethatinvolvesoralquestioningofrespondents,eitherindividuallyorasagroup.Answerstothequestionsposedduringaninterviewcanberecordedbywritingthemdown(eitherduringtheinterviewitselforimmediatelyaftertheinterview)orbytape-recordingtheresponses,orbyacombinationofboth.
Interviewingstudentstocollecttheirviewsregardinghowtheyappreciatetheirwelfareatschool
▪ Usefulforgaininginsightandcontextintoatopic
▪ Allowsrespondentstodescribewhatisimportanttothem
▪ Usefulforgatheringquotesandstories
▪ Susceptibletointerviewbias
▪ Timeconsumingandexpensivecomparedtootherdatacollectionmethods
▪ Mayseemintrusivetotherespondent
Focus group:Thisisatechniqueofdatacollectionwhichinvolvesagroupof8-12peopletofreelydiscussacertainsubjectwiththeguidanceofafacilitatororreporter.
Agroupofteachersdiscussingchallengesintheircareer
▪ Quickandrelativelyeasytosetup
▪ Groupdynamicscanprovideusefulinformationthatindividualdatacollectiondoesnotprovide
▪ Isusefulingaininginsightintoatopicthatmaybemoredifficulttogatherinformationthroughotherdatacollectionmethods
▪ Susceptibletofacilitatorbias,groupthinking
▪ Discussioncanbedominatedorside-trackedbyafewindividuals
▪ Dataanalysisistimeconsumingandneedstobewellplannedinadvance
▪ Doesnotprovidevalidinformationattheindividuallevel
▪ Theinformationisnotrepresentativeofothergroups
UR-CE 2018 Continuous Professional Development Diploma in Effective School Leadership CPD-DESL
94
Questionnaires:isadatacollectiontoolinwhichwrittenquestionsarepresentedtorespondentswhointurnanswertheminwrittenform
Administeringaquestionnairetostudentstocollecttheirviewsontheirlessonsofpreference
▪ Reduceschanceofevaluatorbiasbecausethesamequestionsareaskedofallrespondents
▪ Manypeoplearefamiliarwithquestionnaires
▪ Somepeoplefeelmorecomfortablerespondingtoaquestionnairethanparticipatinginaninterview.
▪ Unabletoprobeforadditionaldetails
▪ Goodquestionnairesarehardtowriteandtheytakeconsiderabletimetodevelopandhone
▪ Respondentsmaynotcompletethequestionnaireresultinginlowresponserates
Checklist: Thisisadatacollectiontechniquewhichrequiresestablishingalistofelementstobeobservedandchecktheirpresence.
Checkingtheavailabilityofteachingaidslikesciencelaboratorymaterials,librarybooks,etc
▪ Easytouse
▪ Nottimeconsuming
▪ Nodeepinformationiscollected
Source: REB, 2018
96
JANUARY 2018
Continuous Professional Development Diploma in
Effective School Leadership (CPD-DESL)
VOLUME 2: SETTING THE STRATEGIC DIRECTION OF THE SCHOOL
STUDENT MANUAL
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MODULE 1: OVERVIEW OF SCHOOL LEADERSHIP/ WORKING WITH PARENTS AND THE LOCAL COMMUNITY
JANUARY 2018
STUDENT MANUAL
Continuous ProfessionalDevelopment Diploma in
Effective School Leadership (CPD-DESL)
MODULE 1: OVERVIEW OF SCHOOL LEADERSHIP/ WORKING WITH PARENTS AND THE LOCAL COMMUNITY
JANUARY 2018
STUDENT MANUAL
Development Diploma in
(CPD-DESL)
MODULE 1: OVERVIEW OF SCHOOL LEADERSHIP/ WORKING WITH PARENTS AND THE LOCAL COMMUNITY
STUDENT MANUAL
Development Diploma in
(CPD-DESL)
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