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Proving it to Ourselves:
Building an Organizational
     Learning Culture

 2013 NPEA Conference
     April 12, 2013
              Alec Lee, Aim High
  Sarah Conrad, The Steppingstone Foundation



                                               | 1
Agenda



   1.Definition

   1.Self-Assessment: Where are you on the
   organizational learning journey?

   1.Two stories: Bright spots & construction
   zones

   1.Next Steps

                                                | 2
Goals of the Session


     By the end of the session we hope you will:

       1. Not be afraid of numbers!

       1. Commit to using data to build a culture of
          organizational learning

       1. Use data to track progress toward your
          organization’s strategic plan, including
          organizational and individual goals



                                                       | 3
Defining Organizational Learning
   Torres & Preskill (2001) “A process of continuous
   growth and improvement through the use of evaluation,
   embedded in the organization’s culture, systems,
   structure, and leadership, leading to alignment of values,
   attitudes, and perceptions”

   Milway & Saxton (2011) “developing organizational
   knowledge and integrating that knowledge into everyday
   practice”
                                Use data to get clear.
                              Use data for improvement.
                           Use data for professional growth.
   1.
      Torres, R.T. & Preskill, H. (2001). Evaluation and organizational learning: past, present, ad future. American Journal of
   Evaluation, 22(3), 387-395
   2.
      Milway, K.S. & Saxton, A. (2011). The Challenge of Organizational Learning. Stanford Social Innovation Review, Summer
   2011
                                                                                                                                  |   4
Components
         Steps to Organizational Learning

    Buy In
    Buy In               Robust
                          Robust           Set
                                           Set
                      Strategic Plan
                      Strategic Plan   Benchmarks
                                       Benchmarks




     Prioritize and
     Prioritize and
      Implement
       Implement




                        Analyze;
                         Analyze;
   Set NEW
   Set NEW                                 Collect
                                           Collect
                        Interpret;
                         Interpret;
    Goals
     Goals                              Information
                                         Information
                          Share
                           Share
                                                       | 5
Self-Assessment


  Buy In              Robust            Set
                   Strategic Plan   Benchmarks     • Where are
                                                     you in the
                                                     process?
  Prioritize and                                   • How well are
   Implement
                                                     you doing?
                                                   • What are
                                                     some barriers
                     Analyze;
Set NEW              Interpret;
                                        Collect      to progress?
 Goals                               Information
                       Share
                                                                 | 6
Aim High’s Journey – 10 years

                                                     Not on
                                                     Spectru
                                                       m


   Buy In
   Buy In              Robust
                        Robust           Set
                                         Set
                    Strategic Plan
                    Strategic Plan   Benchmarks
                                     Benchmarks




   Prioritize and
   Prioritize and
    Implement
     Implement




                      Analyze;
                       Analyze;
 Set NEW
 Set NEW                                 Collect
                                          Collect
                      Interpret;
                       Interpret;
  Goals
   Goals                              Information
                                       Information
                        Share
                         Share                             | 7
Aim High’s Journey – 20 years


                        Robust
                        Robust
     Buy In
     Buy In            Strategic         Set
                                         Set
                       Strategic
                         Plan        Benchmarks
                                     Benchmarks
                          Plan



      Prioritize and
      Prioritize and
       Implement
        Implement




                       Analyze;
                        Analyze;
    Set NEW
    Set NEW                              Collect
                                         Collect
                       Interpret;
                        Interpret;
     Goals
      Goals                           Information
                                       Information
                         Share
                          Share


                                                     | 8
Aim High’s Journey – 20 years

                     BUY IN
 •Board Expertise
 •Commitment to necessary resources
 •Leadership Commitment
     • Board
     • Executive Director
 •Investment of time




  Willingness TO GET BETTER

                                      | 9
Aim High’s Journey – 27 years


                       Robust
                       Robust
     Buy In
     Buy In           Strategic         Set
                                        Set
                      Strategic
                        Plan        Benchmarks
                                    Benchmarks
                         Plan



     Prioritize and
     Prioritize and
      Implement
       Implement




                       Analyze;
                        Analyze;
   Set NEW
   Set NEW                              Collect
                                         Collect
                      Interpret;
                       Interpret;
    Goals
     Goals                           Information
                                      Information
                         Share
                         Share

                                                    | 10
Multi-year summer program focused on academic
Aim High Strategy                                         enrichment for under-resourced middle school youth


 What Research Says           What We Do                    Our Goals                      How We Gauge Success                                Impact on Kids

                                                   Instill positive attitude       Positive attitude towards learning (90%)
                                                   towards learning
                                                                                   GPA improvement or maintaining at least a 3.0 in
                                                                                   middle school (70%)
                       Learning                    Develop confident,
                       Rigorous, interactive, &    motivated & engaged
Middle school is a                                 students with strong            Developed/strengthened academic skills (90%)
                         relevant curriculum
pivotal time                                       learning skills & habits and
                       emphasizing project-        content knowledge
                       based learning                                              Students are prepared for the school year (90%)

Students’ social &
                       Enriching activities &
emotional well-being                                                               Student retention (80% 2+ yrs)
supports learning      out-of-classroom                                                                                                    Positioned for success
                       learning                                                                                                            in school and life:
                                                                                   Students are part of a community where they feel safe
                                                   Build students’ sense of        and respected (90%)                                     Love of learning
Summer learning is                                 community belonging &
critical               Environment                 healthy, valued                                                                         Sense of community &
                                                   relationships with peers &      1+ young adult role model who sets an example for       opportunity
                       Small & diverse learning                                    being college-bound (90%)
                                                   adults                                                                                  Success in high school
                       communities that foster a
Strong transition to   culture of respect,
high school combats                                                                1+ adult who cares about their wellbeing (90%)
                                                                                                                                           On track for college
                       opportunity, & high
dropout and is
                       expectation
essential to being
                                                                                   Strong 9th grade year (high attendance,
college-bound                                                                      appropriate grade-level course enrollment, high
                       Team teaching model                                         homework completion rate)


                                                   Support successful              On-time high school graduation rate for each
                                                                                   ethnic group is at least 5% higher than their
                       Teachers                    transition to high school and   district's rate
                       Diverse, passionate, &      on-time graduation
                       skilled instructors &                                       Alums credit Aim High with contributing to their on-
                       leaders                                                     time graduation from high school (75%)



                                                   Promote increased
                                                   understanding of the path       Better understand path to college (90%)
                                                   to college
                                                                                                                           Bold text= priority measurement    | 11
WHAT HAPPENED between year 20-27?




                                    | 12
Ah – Ha Moment?




                  | 13
Key Decisions and Investments




                                | 14
Steppingstone’s Journey - 2009
         Our starting point…a bright spot!

     Buy In
     Buy In              Robust
                          Robust           Set
                                           Set
                      Strategic Plan
                      Strategic Plan   Benchmarks
                                       Benchmarks




     Prioritize and
     Prioritize and
      Implement
       Implement




                        Analyze;
                         Analyze;
   Set NEW
   Set NEW                                 Collect
                                           Collect
                        Interpret;
                         Interpret;
    Goals
     Goals                              Information
                                         Information
                          Share
                           Share
                                                       | 15
The Steppingstone Academy Strategy
 What Research Says              What We Do                       Our Goals                  How We Gauge Success               Impact on Kids


                                                         Foster, beginning in middle
                                                         school, a college-bound
                          Admission                      community of peers
                          Recruit motivated urban
                          students with high potential                                  Retention in Prep component (83%)         Scholars are:
Middle-grade years are    and limited opportunities
crucial for college       from low- to moderate-         Prepare Scholars
                                                                                                                            -Able to get into selective
degree attainment         income households.             academically, socially, and                                        4-yr college at which they
                                                         emotionally to get into, and           Placement (90%)
                                                                                                                            have the greatest chance
                          Preparation & Placement        succeed at, some of the                                            for success
Summer learning is        14-month rigorous              most selective middle and
critical                  academic component             high schools in Boston                                             -Prepared to be
                          taught by professional         area.                                                              successful at the college
                                                                                          Retention at Placement Schools    of their choice
                          teachers. Support families
                                                                                                       (92%)
High schools matter       through all aspects of the                                                                        -Able to graduate from 4-
and can guide students    independent and public         Ensure Scholars receive                                            yr college within 6 years
into the application      exam school admission          college readiness services     4-yr high school graduation (95%)   ready to enter the job
pool for competitive      process.                       at appropriate time (ex.                                           market
colleges.                                                middle school: connect
                          Support Services               career and college; 11th        Overall high school graduation
                          Scholars are provided          grade: understand nuts and                   (99%)
Can increase likelihood   college readiness              bolts of college application
of college degree         programming and general        process; throughout:
attainment when           support through middle and     college affordability and        4-yr college enrollment (90%)
students receive          high school                    financial aid)
robust college
readiness services        College Services
                          Support offered while in
                          college with a focus on the
                          transition to college,         Support Scholars in the
                                                                                        Graduate from 4-yr college within
                          financial literacy, and        transition to college and at
                                                                                                 4 years (63%)
                          career development.            college with plan of
                                                         graduating within 4 – 6
                                                         years                          Graduate from 4-yr college within
                                                                                                 6 years (80%)

                                                                                                                                                  | 16
Steppingstone’s Journey - 2010
  Construction Zone: Moving Backward to go Forward


     Buy In
     Buy In              Robust
                          Robust           Set
                                           Set
                      Strategic Plan
                      Strategic Plan   Benchmarks
                                       Benchmarks




     Prioritize and
     Prioritize and
      Implement
       Implement




                        Analyze;
                         Analyze;
   Set NEW
   Set NEW                                 Collect
                                           Collect
                        Interpret;
                         Interpret;
    Goals
     Goals                              Information
                                         Information
                          Share
                           Share
                                                       | 17
Steppingstone’s start

  1. Commitment to improving our performance
     management system, allowing it to maximize
     organizational effectiveness through providing a basis
     for learning, growth, and evaluation

  2. Clear on our organizational goals/benchmarks

  1. Brought on Commongood Careers to work with us

  1. They provided our guiding principles, we needed a
     system that was (among other things): linked,
     integrated, and goal-oriented


                                                              | 18
What happened? Where are we now?




                                   | 19
What does this mean for you?




                               | 20
Rules of the Road (How to be Successful)


  • Flexible
     − Implementation plan
     − Δs

     • Transparent

     • Personal Commitment

     • Accept the bad with the good

     • No one gets a free pass

     • Invest in evaluation


                                           | 21
Wrapping Up




    •One idea/concept you’ll bring back
    to your board/staff

    •One area of progress you think you
    can make



                                          | 22

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Proving it to Ourselves: Building an Organizational Learning Culture

  • 1. Proving it to Ourselves: Building an Organizational Learning Culture 2013 NPEA Conference April 12, 2013 Alec Lee, Aim High Sarah Conrad, The Steppingstone Foundation | 1
  • 2. Agenda 1.Definition 1.Self-Assessment: Where are you on the organizational learning journey? 1.Two stories: Bright spots & construction zones 1.Next Steps | 2
  • 3. Goals of the Session By the end of the session we hope you will: 1. Not be afraid of numbers! 1. Commit to using data to build a culture of organizational learning 1. Use data to track progress toward your organization’s strategic plan, including organizational and individual goals | 3
  • 4. Defining Organizational Learning Torres & Preskill (2001) “A process of continuous growth and improvement through the use of evaluation, embedded in the organization’s culture, systems, structure, and leadership, leading to alignment of values, attitudes, and perceptions” Milway & Saxton (2011) “developing organizational knowledge and integrating that knowledge into everyday practice” Use data to get clear. Use data for improvement. Use data for professional growth. 1. Torres, R.T. & Preskill, H. (2001). Evaluation and organizational learning: past, present, ad future. American Journal of Evaluation, 22(3), 387-395 2. Milway, K.S. & Saxton, A. (2011). The Challenge of Organizational Learning. Stanford Social Innovation Review, Summer 2011 | 4
  • 5. Components Steps to Organizational Learning Buy In Buy In Robust Robust Set Set Strategic Plan Strategic Plan Benchmarks Benchmarks Prioritize and Prioritize and Implement Implement Analyze; Analyze; Set NEW Set NEW Collect Collect Interpret; Interpret; Goals Goals Information Information Share Share | 5
  • 6. Self-Assessment Buy In Robust Set Strategic Plan Benchmarks • Where are you in the process? Prioritize and • How well are Implement you doing? • What are some barriers Analyze; Set NEW Interpret; Collect to progress? Goals Information Share | 6
  • 7. Aim High’s Journey – 10 years Not on Spectru m Buy In Buy In Robust Robust Set Set Strategic Plan Strategic Plan Benchmarks Benchmarks Prioritize and Prioritize and Implement Implement Analyze; Analyze; Set NEW Set NEW Collect Collect Interpret; Interpret; Goals Goals Information Information Share Share | 7
  • 8. Aim High’s Journey – 20 years Robust Robust Buy In Buy In Strategic Set Set Strategic Plan Benchmarks Benchmarks Plan Prioritize and Prioritize and Implement Implement Analyze; Analyze; Set NEW Set NEW Collect Collect Interpret; Interpret; Goals Goals Information Information Share Share | 8
  • 9. Aim High’s Journey – 20 years BUY IN •Board Expertise •Commitment to necessary resources •Leadership Commitment • Board • Executive Director •Investment of time  Willingness TO GET BETTER | 9
  • 10. Aim High’s Journey – 27 years Robust Robust Buy In Buy In Strategic Set Set Strategic Plan Benchmarks Benchmarks Plan Prioritize and Prioritize and Implement Implement Analyze; Analyze; Set NEW Set NEW Collect Collect Interpret; Interpret; Goals Goals Information Information Share Share | 10
  • 11. Multi-year summer program focused on academic Aim High Strategy enrichment for under-resourced middle school youth What Research Says What We Do Our Goals How We Gauge Success Impact on Kids Instill positive attitude Positive attitude towards learning (90%) towards learning GPA improvement or maintaining at least a 3.0 in middle school (70%) Learning Develop confident, Rigorous, interactive, & motivated & engaged Middle school is a students with strong Developed/strengthened academic skills (90%) relevant curriculum pivotal time learning skills & habits and emphasizing project- content knowledge based learning Students are prepared for the school year (90%) Students’ social & Enriching activities & emotional well-being Student retention (80% 2+ yrs) supports learning out-of-classroom Positioned for success learning in school and life: Students are part of a community where they feel safe Build students’ sense of and respected (90%) Love of learning Summer learning is community belonging & critical Environment healthy, valued Sense of community & relationships with peers & 1+ young adult role model who sets an example for opportunity Small & diverse learning being college-bound (90%) adults Success in high school communities that foster a Strong transition to culture of respect, high school combats 1+ adult who cares about their wellbeing (90%) On track for college opportunity, & high dropout and is expectation essential to being Strong 9th grade year (high attendance, college-bound appropriate grade-level course enrollment, high Team teaching model homework completion rate) Support successful On-time high school graduation rate for each ethnic group is at least 5% higher than their Teachers transition to high school and district's rate Diverse, passionate, & on-time graduation skilled instructors & Alums credit Aim High with contributing to their on- leaders time graduation from high school (75%) Promote increased understanding of the path Better understand path to college (90%) to college Bold text= priority measurement | 11
  • 12. WHAT HAPPENED between year 20-27? | 12
  • 13. Ah – Ha Moment? | 13
  • 14. Key Decisions and Investments | 14
  • 15. Steppingstone’s Journey - 2009 Our starting point…a bright spot! Buy In Buy In Robust Robust Set Set Strategic Plan Strategic Plan Benchmarks Benchmarks Prioritize and Prioritize and Implement Implement Analyze; Analyze; Set NEW Set NEW Collect Collect Interpret; Interpret; Goals Goals Information Information Share Share | 15
  • 16. The Steppingstone Academy Strategy What Research Says What We Do Our Goals How We Gauge Success Impact on Kids Foster, beginning in middle school, a college-bound Admission community of peers Recruit motivated urban students with high potential Retention in Prep component (83%) Scholars are: Middle-grade years are and limited opportunities crucial for college from low- to moderate- Prepare Scholars -Able to get into selective degree attainment income households. academically, socially, and 4-yr college at which they emotionally to get into, and Placement (90%) have the greatest chance Preparation & Placement succeed at, some of the for success Summer learning is 14-month rigorous most selective middle and critical academic component high schools in Boston -Prepared to be taught by professional area. successful at the college Retention at Placement Schools of their choice teachers. Support families (92%) High schools matter through all aspects of the -Able to graduate from 4- and can guide students independent and public Ensure Scholars receive yr college within 6 years into the application exam school admission college readiness services 4-yr high school graduation (95%) ready to enter the job pool for competitive process. at appropriate time (ex. market colleges. middle school: connect Support Services career and college; 11th Overall high school graduation Scholars are provided grade: understand nuts and (99%) Can increase likelihood college readiness bolts of college application of college degree programming and general process; throughout: attainment when support through middle and college affordability and 4-yr college enrollment (90%) students receive high school financial aid) robust college readiness services College Services Support offered while in college with a focus on the transition to college, Support Scholars in the Graduate from 4-yr college within financial literacy, and transition to college and at 4 years (63%) career development. college with plan of graduating within 4 – 6 years Graduate from 4-yr college within 6 years (80%) | 16
  • 17. Steppingstone’s Journey - 2010 Construction Zone: Moving Backward to go Forward Buy In Buy In Robust Robust Set Set Strategic Plan Strategic Plan Benchmarks Benchmarks Prioritize and Prioritize and Implement Implement Analyze; Analyze; Set NEW Set NEW Collect Collect Interpret; Interpret; Goals Goals Information Information Share Share | 17
  • 18. Steppingstone’s start 1. Commitment to improving our performance management system, allowing it to maximize organizational effectiveness through providing a basis for learning, growth, and evaluation 2. Clear on our organizational goals/benchmarks 1. Brought on Commongood Careers to work with us 1. They provided our guiding principles, we needed a system that was (among other things): linked, integrated, and goal-oriented | 18
  • 19. What happened? Where are we now? | 19
  • 20. What does this mean for you? | 20
  • 21. Rules of the Road (How to be Successful) • Flexible − Implementation plan − Δs • Transparent • Personal Commitment • Accept the bad with the good • No one gets a free pass • Invest in evaluation | 21
  • 22. Wrapping Up •One idea/concept you’ll bring back to your board/staff •One area of progress you think you can make | 22