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7740 SESSI SESSION P PIN: #NACSAcon DO NO O NOW: W: Write - PowerPoint PPT Presentation

GO TO THE CLICK QR ENTER YOUR GAME CENTER ZONE SESSIONS PIN LET YOUR SESSI SESSION N NAME: E: Qu Quality Ou Out o of the G e Gate: C Critica cal PRESENTERS Thin inking A About Y Your A Appl pplication Pr Process KNOW


  1. GO TO THE CLICK “QR ENTER YOUR GAME CENTER ZONE” SESSION’S PIN LET YOUR SESSI SESSION N NAME: E: Qu Quality Ou Out o of the G e Gate: C Critica cal PRESENTERS Thin inking A About Y Your A Appl pplication Pr Process KNOW YOU’RE HERE, AND EARN POINTS! 7740 SESSI SESSION P PIN: #NACSAcon

  2. DO NO O NOW: W: Write down one question about applications that you want answered today. #NACSAcon

  3. QU QUALITY OU OUT OF OF THE HE GATE: CRIT ITIC ICAL AL THIN INKIN ING AB G ABOUT YOU OUR R APPL PPLICATION ON PR PROC OCESS #NACSAcon

  4. Christopher er •Denver Public Schools Dewitt itt Morg rgan n •State Charter Schools Commission Fe Felts of Georgia •National Association of Charter Er Erin R Redd ddy School Authorizers #NACSAcon

  5. A HEALTHY APPLICATION PROCESS ME MERI RIT-BASE SED EFFICI CIENT NT APPLICA CATION N APPLICA CATION N DECISIONS NS SUBMI MISSION ON COMPR OMPREHENSIVE RIGOR OROU OUS APPLICA CANT NT APPLICA CATION N INTER ERVIEW EWS EVAL EV ALUATION #NACSAcon

  6. The term ‘triage iage’ normally means deciding what gets attention first. #NACSAcon

  7. APPLICATION TRIAGE: WHERE TO TAKE A PULSE The The Rubric/ People Evidence The The Start-up Budget Plan #NACSAcon

  8. #NACSAcon

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  10. A pulse on: THE PEOPLE #NACSAcon

  11. People EXTERNAL APPLICANTS REVIEWERS Revie iew t team c am composit itio ion Capac acit ity i intervie iews ws #NACSAcon

  12. WHY ARE EXTERNAL REVIEWERS IMPORTANT? “A quality authorizer engages, for both wri application reviews a applicant interviews, highly competent tea internal and external evaluators with releva Objectivity Expertise educational, organizational (governance and management), financ and legal expertise, a well as a thorough Feedback Integrity understanding of the essential principles o charter school auton and accountability.” #NACSAcon

  13. EXPECTATIONS OF REVIEWERS Recommen mend d Re Read Cond nduc uct Come t me to Asse Assess Appr pproval or r Applic icat ation Interview Conse sens nsus us Denial Den #NACSAcon

  14. HOW TO COMPOSE THE TEAM Develop a p a pr process! Team Lead Recruitment plan o Reviewers Teams of 4 o Required qualifications o Internal + Selection process All External All Internal o External* * Represents a NACSA best practice #NACSAcon

  15. WHAT TO LOOK FOR IN REVIEWERS  Professional experience Area eas o of E Expe pertise Specific M Models ls  Eye for detail Curriculum Blended/Virtual Instruction Dropout Recovery/Alternative Management STEM/STEAM  Strong writing skills (for team leads) Law Expeditionary Learning Finance  No conflict of interest Business Special Education  Interpersonal skills  Sensitivity to perspective #NACSAcon

  16. WHY IS THE CAPACITY INTERVIEW IMPORTANT? “A quality authorizer rigorously evaluates e Vet Follow-up application through… substantive in-person interview with the applicant group.” Probe Revaluate #NACSAcon

  17. THE HOW: CAPACITY INTERVIEW PROCESS DEVELOP DEVELOP BE MINDFUL OF STANDARD APPLICANT- EQUITY AND QUESTIONS FOR SPECIFIC POTENTIAL FOR EACH APPLICANT QUESTIONS BIAS LOGISTICS Length of Interview • Interviewers • Interviewees • Inform reviewers • #NACSAcon

  18. CAPACITY INTERVIEW: KEY TAKEAWAYS  Capacity interviews offer an additional data point to ensure your applicants will execute their plan well  Capacity interviews should include both Board members as well as school leaders to get a clear sense of the founding team  Be clear on the logistics and expectations for your interviews up front #NACSAcon

  19. CAPACITY INTERVIEW: KEY TAKEAWAYS  Capacity interviews offer an additional data point to ensure your applicants will execute their plan well  Capacity interviews should include both Board members as well as school leaders to get a clear sense of the founding team  Be clear on the logistics and expectations for your interviews up front #NACSAcon

  20. A pulse on: THE RUBRIC #NACSAcon

  21. WHY IS A COMPREHENSIVE EVALUATION RUBRIC IMPORTANT? “A quality authorizer implements a comprehensive Fair Transparent application process that…follows fair, transparent procedur and rigorous criteria. High Quality Aligned #NACSAcon

  22. FIVE AREAS OF FOCUS CULT LTURE EDUCATION PR PROG OGRA RAM GOVERNA NANCE NCE TEACHING NG LEADERS RSHI HIP #NACSAcon

  23. THE HOW: LOGISTICS • Applicants are given all application materials months before the application is due • This cycle, applications are due in April and materials were published in October • Applicants material include a budget template, a rubric, and guiding questions • We run workshops for both applicants and reviewers to familiarize them with the rubric #NACSAcon

  24. RUBRIC: TAKEAWAYS • Rubrics offer a transparent and equitable standard of quality that all applicants can follow • Rubrics reduce the likelihood that bias will affect the outcome of your process • Rubric criteria should be aligned with accountability systems used once the school is up and running. #NACSAcon

  25. A pulse on: THE EVIDENCE #NACSAcon

  26. WHY IS QUALITY EVIDENCE IMPORTANT? “A quality authorizer implements a Application comprehensive Evidence application process that…follows fair, transparent procedures Meri rit- and rigorous criteria.” Base sed Decisions De Public Interview Hearing Evidence Evidence #NACSAcon

  27. FLOW OF EVIDENCE Analytical Application Rubric Decision Report #NACSAcon

  28. TYPES OF EVIDENCE Quantity of Evidence Quality of Evidence #NACSAcon

  29. HOW TO GET QUALITY EVIDENCE 1. Run a consistent process 2. Use standardized forms 3. Train, train, train! 4. Demand detail #NACSAcon

  30. QUALITY EVIDENCE! #NACSAcon

  31. STANDARDIZED FORMS! #NACSAcon

  32. A pulse on: THE BUDGET #NACSAcon

  33. WHY IS A SOUND BUDGET IMPORTANT? “Charter schools are not just educational institutions; they have the responsibility to manage Viability Sustainability all operations, including ensuring a balanced budget.” - Cannata, Thomas and Thombre, “Starting Strong: Best Practices in Starting a Charter School.” Public Transparency Obligation #NACSAcon

  34. EXCELLENT EDUCATION STEM CHARTER SCHOOL  Opening in Fall 2017  K-8, 500 students  Integrated STEM focus with 1:1 technology  Laboratory classes beginning in 3 rd grade #NACSAcon

  35. EXCELLENT E T EDUC DUCATIO TION S STE TEM CHA HARTE TER S SCHO HOOL: BUDGET ANAL ANALYSIS Item Cost st Compute ters $3, $3,000 000 Textbo books & s & Supplies $1,500 Facility R Renova vations $15, $1 5,00 000 (l (loc ocation on was p previously a Dick ck’s S Spor orting G Good oods) Spec pecial E Education T Tea eachers & & Ser ervices $0 $0 Years 1 1 and nd 2 2 ne negative e end nding c cash flow #NACSAcon

  36. SHOW ME THE MONEY!  Understand how funding is generated  Understand when funding is generated Understand what (if anything) gets forward-funded  #NACSAcon

  37. HOW TO QUICKLY ASSESS BUDGET QUALITY Does the budget… • Reflect their plan as articulated in their petition narrative? • Demonstrate an understanding of the breadth and scope of expenses that will be incurred? • Contemplate a positive cash-flow? • Correctly amortize up-front expenditures? #NACSAcon

  38. UNDERSTANDING INTERNAL CONTROLS Does the applicant demonstrate an understanding of –  Fiscal policies and procedures (e.g. Purchasing, Check Signature, etc.)  Physical controls  Segregation of Duties #NACSAcon

  39. PRACTICAL CONSIDERATIONS Other things that you may want to consider–  Authorizer staffing  Expertise of evaluators  Resources for evaluators  Expertise of applicants  Resources for applicants #NACSAcon

  40. A pulse on: THE START UP PLAN #NACSAcon

  41. WHY IS A STRONG START UP PLAN IMPORTANT? “Starting a new school involves many challenges – managing the budget, acquiring suitable facilities, designing the Planning Compliance instructional program, and hiring teachers, to name a few…[S]uccessfully navigating these challenges to achieve a strong start-up is critical to new charter schools.” - Cannata, Thomas and Thombre, “Starting Strong: Viability Capacity Best Practices in Starting a Charter School.” #NACSAcon

  42. START UP PLAN ESSENTIALS EDUCATIONA NAL FINA NANCE NCE & & PROGRA RAMMI MMING OPE OPERA RATIONS STUDE DENTS TS PERS PE RSONNEL #NACSAcon

  43. START UP PLAN ESSENTIALS – EDUCATIONAL PROGRAMMING  Finalize curriculum and instructional resources  Plan professional development opportunities  Select a Student Information System  Ensure compatibility with any state systems  Finalize school calendar #NACSAcon

  44. START UP PLAN ESSENTIALS – FINANCE & OPERATIONS  Transition Petition Budget to an Operational Budget  Determine funding for Year One  Finalize your facility  Ensure construction or renovation will allow for an on-time opening  Create Policies  Students  Employees  Fiscal  Health and Safety  Privacy & Confidentiality #NACSAcon

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