Lessons Learned from Creating a Performance Culture in a School Reform Nonprofit Eric Barela, Ph.D....

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Lessons Learned from Creating a Performance Culture in a School Reform Nonprofit Eric Barela, Ph.D. Partners in School Innovation 2011 American Evaluation Association Conference, Anaheim, CA

Transcript of Lessons Learned from Creating a Performance Culture in a School Reform Nonprofit Eric Barela, Ph.D....

Page 1: Lessons Learned from Creating a Performance Culture in a School Reform Nonprofit Eric Barela, Ph.D. Partners in School Innovation 2011 American Evaluation.

Lessons Learned from Creating a Performance Culture in a School Reform Nonprofit

Eric Barela, Ph.D.

Partners in School Innovation

2011 American Evaluation Association Conference, Anaheim, CA

Page 2: Lessons Learned from Creating a Performance Culture in a School Reform Nonprofit Eric Barela, Ph.D. Partners in School Innovation 2011 American Evaluation.

Partners in School Innovation

• SF Bay Area-based nonprofit founded in 1993

• 30 employees

• Annual operating budget of approx $3.5 million

• PartnersSI supports schools in San Francisco, Oakland, San Jose

Page 3: Lessons Learned from Creating a Performance Culture in a School Reform Nonprofit Eric Barela, Ph.D. Partners in School Innovation 2011 American Evaluation.

Mission

To enable public schools in high-poverty Bay Area communities—

serving students of color and English Learners—to achieve educational

equity through school-based reform

• We do this by providing coaching support to existing teachers and school leaders around effective data use.

Page 4: Lessons Learned from Creating a Performance Culture in a School Reform Nonprofit Eric Barela, Ph.D. Partners in School Innovation 2011 American Evaluation.

Dilemma

• In 2008, PartnersSI was at a crossroads:– Lack of clarity around program– Culture of “private practice” with respect to program

implementation– Intermittent tracking of student achievement results– Uneven staff accountability, often perceived to be subjective

• Solution:– Create Organizational Performance dept.– Work toward incorporating a performance culture

Page 5: Lessons Learned from Creating a Performance Culture in a School Reform Nonprofit Eric Barela, Ph.D. Partners in School Innovation 2011 American Evaluation.

Performance Culture

“An organization with a performance culture is focused on mission effectiveness (doing well what it says it does) and mission fulfillment (doing it well for as many as it reasonably—maybe even unreasonably—can).”

(Morino, 2011)

Page 6: Lessons Learned from Creating a Performance Culture in a School Reform Nonprofit Eric Barela, Ph.D. Partners in School Innovation 2011 American Evaluation.

PartnersSI Two-pronged Approach

Organizational Performance Department

Design and Implementation• Performance measurement strategy• Management roles and

responsibilities• Metrics, tools and data system • Reporting and communication of

results

Page 7: Lessons Learned from Creating a Performance Culture in a School Reform Nonprofit Eric Barela, Ph.D. Partners in School Innovation 2011 American Evaluation.

Design and Implementation

• Performance Measurement Strategy– Evaluate and report on program AND organizational

effectiveness– Develop and manage measurement tools/processes– Inform relevant external communities of PartnersSI work– As an org matures, performance measurement processes

should evolve into evaluation processes (Forti, 2011; Price, 2011)

• Management Roles/Responsibilities– Dedicated Organizational Performance dept.– Defined management roles around monitoring and managing

individual performance

Page 8: Lessons Learned from Creating a Performance Culture in a School Reform Nonprofit Eric Barela, Ph.D. Partners in School Innovation 2011 American Evaluation.

Design and Implementation

• Metrics/Tools/Data System– Appropriate, relevant, timely data collection

(Collecting the right data to measure impact in the right ways at the right time)

– Data collection across all org departments• Program implementation• Student achievement• Fundraising capacity• Effectiveness of internal business, HR processes• Usefulness of Organizational Performance reports

Page 9: Lessons Learned from Creating a Performance Culture in a School Reform Nonprofit Eric Barela, Ph.D. Partners in School Innovation 2011 American Evaluation.

Design and Implementation

• Reporting and Communication of Results– Relevant, timely, consistent reporting– Transparency around formative and summative data

• However, offering an increased amount of data without systems to support data use won’t improve performance (Price, 2011).

Page 10: Lessons Learned from Creating a Performance Culture in a School Reform Nonprofit Eric Barela, Ph.D. Partners in School Innovation 2011 American Evaluation.

PartnersSI Two-pronged Approach

Organizational Performance Department

Design and Implementation• Performance measurement strategy• Management roles and

responsibilities• Metrics, tools and data system • Reporting and communication of

results

Change Management • Theory of change• Learning from results• Culture of learning at all levels• Staff engagement and buy-in

Page 11: Lessons Learned from Creating a Performance Culture in a School Reform Nonprofit Eric Barela, Ph.D. Partners in School Innovation 2011 American Evaluation.

Consistent, high-quality delivery of

PartnersSI approach

Increased school capacity in leadership,

professional learning, and instruction

Breakthrough student

achievement

What we do What school staff do

What students do

Theory of Change

Page 12: Lessons Learned from Creating a Performance Culture in a School Reform Nonprofit Eric Barela, Ph.D. Partners in School Innovation 2011 American Evaluation.

Change Management

• Learning from Results– Relevant, timely, consistent reporting AND analysis/interpretation

assistance

• Culture of Learning at All Levels– Field staff– Managers– Cabinet– Board of Directors

• Staff engagement and buy-in– Consistency– Transparency– Relevance– Evidence of learning from results

Page 13: Lessons Learned from Creating a Performance Culture in a School Reform Nonprofit Eric Barela, Ph.D. Partners in School Innovation 2011 American Evaluation.

Elements of Performance Culture

• Mission Measurement (2008)– Internal drivers for measuring performance– Leadership values performance data– Outcomes-driven strategy (“whatever it takes

to achieve our objectives…”)– Continuous improvement via reflection and

adjustment– 20% of nonprofits operate this way,

PartnersSI is striving to be in that 20%!

Page 14: Lessons Learned from Creating a Performance Culture in a School Reform Nonprofit Eric Barela, Ph.D. Partners in School Innovation 2011 American Evaluation.

• For copies of my slides or for additional information:

[email protected]