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The role of Strategic Planning in an
  Under-Performing (Dysfunctional)
education system in a circuit, district,
       province and country –
         Systemic reflections
                            Presenter:
                      Dr Muavia Gallie (PhD)
                     Education Moving Up Cc.
                        muavia@mweb.co.za
                 http://muavia-gallie.blogspot.com
        http://iwanttoturnaroundmyschool.blogspot.com
        www.slideshare.net (search “Witbank Circuit Strategic Planning”)
Circuit
Level
Strategic   AGREEMENTS
Planning     (Let's dot it!)

Process             STRATEGIES
                 (How can we do it?)

                             INNOVATIONS
                       (What can we do about it?)


                                     SYSTEMS
                               (Why is it happening?)


                                      INDICATORS
                                   (What is happening?)
What is happening? (5yrs) Per Unit
•  How many schools do we have? How many primary and
   secondary? Rank them from best to worst performing based
   on pass rate (Matric and ANAs).
•  How many teachers? How many male and female? Average
   teacher qualification and years of experience? What is the
   absenteeism rate? Rank them from best to worst performers in
   terms of learner results (Matric and ANAs).
•  How many learners? How many girls and boys? How many
   ‘child headed household’ learners? How many have ‘eye-sight’
   and ‘hearing’ problems? Average of pass rate among learners
   in every grade? What are the type of jobs learners want to do
   when they finish school, and what are the percentages?
•  What is the total budget for the circuit? How is it allocated?
   What is the total and average ‘cost to company’ personnel
   spending on school-based and office-based personnel? ETC.
Getting the BALANCE Right!

Schools           Learners




Teachers           Budget
% Different Types of schools in SA
                            Quality of Pass (Grades)
                   100%
                   90%
                   80%
                   70%
                   60%
Quantity of Pass




                   50%
                   40%                                              20%
                   30%
                   20%                                 50%
                   10%
                   0%                   20%
                   -10%
                   -20%    10%
                            Anti-      Dysfunctional    Under-        High-
                          Functional                   Performing   Performing
ACCOUNTABILITY SCALE
      25%: 50%: 25%
Compliance
 towards
 Seniors
              50%
                 Job
25%          Description -
               Salary
                              25%
                             Support and
                             Development
                               - Juniors
Success is not Rocket Science!

                     Learner
                    Learning &
                   Performance


         PERFORMANCE
            High               Effective
            Performing     Communication
            Workforce

               PEOPLE
     Safe, Healthy and
                                 Effective use of
     Innovative Learning
                                      Resources
     Environment

             PROCESS
TAS - Helicopter view (4 Components)
                    5 (five)
              Successful Change
                    Steps
                  [Planning]
      16 (sixteen)         16 (sixteen)
       Principle
         Issues      42    Deliverables
                            [Outputs]
        [Inputs]
                   5 (five)
                 Turn Around
                   Phases
                  [Process]
5 Successful Change Steps
16 Principle Issues
1.     Psyche of Dysfunctionality;
2.     Organised dysfunctionality;
                                                                       1
3.     Data/information/knowledge/intelligent decision
       making;                                               5         6             7
4.     Champion/ leader driven;
5.     Readiness;                                                 12        13
6.     Whole school development/ school
       improvement plan;                                 4             16            8   2
7.     School level support;
8.     Networking/ partnering systems;                            15        14
9.     Compliance/ governance/ operational
       management/ leadership systems;                       11        10            9
10.    Accountability commitments;
11.    Aligning the curriculum, instruction, teaching,                 3
       learning, assessment systems;
12.    The Generation Gap;
                                                                  Purpose (Vision)
13.    Expert and mentor support;
14.    Time on task;                                              Hands (Action)
15.    Managing what you know (ICT);                              Head (Systems)
16.    Focus on the core - student achievements.
                                                                  Heart (Believes)
5 Turn-around Phases
               Phase 1             Phase 2                     Phase 3                     Phase 4                 Phase 5
Focus          •  Ownership        •  Buying into this         •  SRC tools development    •  SRC + CMM            •  Ensuring
                                      strategy                 •  Design CMM                  implementation          sustainability
                                                                                           •  Closing gaps
Participants   •  Principal        •  Principal, SMT,          •  Principal and SMT        •  School staff         •  District
                                      Teachers, SGB reps,                                     (professional and    •  School leaders
                                      District, Community                                     support)             •  Community
Data tools     •  16 Principles    •  (B) Baseline Survey      •  8 School Readiness       •  Staff development    •  Compliance
                  Issues of Turn      (P)                         Components =             •  Teacher              •  Governance
                  Around           •  (D) SRC self-rating (P      Attendance, T+L Info,       professional         •  Operational
                  Strategy as         + SMT)                      Annual Plan, TT, TL         development             management
                  Inputs           •  (A) Functionality           Schedules,
                                                                                                                   •  T+L intelligence
               •  16                  Questionnaire (S)           Organogram, TLSM
                                                                                                                      systems
                  Deliverables                                 •  CMM = Attendance,
                  as Outputs                                      SBA, Curr. completion
Period         •  2 hours          •  2 days (full days) Or    •  3 - 6 months             •  1,5 - 2 years        •  6 - 12 months
                                   •  6 x 2.5 hours
Methods        •  Workshops        •  Workshops                •  Face to face site work   •  Face to face site    •  Workshops + Face
               •  All schools      •  All schools together     •  Individual schools          work                    to face site work
                  together         •  Muavia Gallie            •  Mentors                  •  Individual schools   •  Individual schools
               •  Muavia Gallie                                                            •  Mentors + Experts    •  Muavia Gallie
16 Deliverables/Outcomes
                 Individual                            Relationships
1. Recognise the high risk;             1. Utilise organisational strength;
2. Think differently;                   2. High commitment and expectation to
3. Redefine normal and reality ;           succeed;
4. Know, understand and service young   3. Recognise ability to transform and
   people .                                change;
                                        4. Teachers care deeply about all
                                           learners.
                  Culture                           Systems efficiency
1.  Bring it on! attitude;              1. Being ready (proactive);
2. Adults who model what they value;    2. Always focus on the key
3. Teachers don t sweat the small          deliverables ;
   stuff ;                              3. Data driven decision-making;
4. Teachers know what it takes to be    4. Clear and implementable rules.
   successful .
School
 Level
How many days and/
 or hours of Teaching
and Learning do every
 learner qualify for (is
 entitled to) during an
    academic year?
At least 170 days, which is 935
         hours per year!
      Where do I get this?
Legal requirement of 27.5 hours
 per week X 34 out of 40 weeks
   for Teaching and Learning!
  As principal, you should be
expected to account for the 27.5
        hours every week!
Why do teachers get
 90 days leave per
year, when all other
workers get between
   20 – 24 days?
It is expected from them to be active
     in the Teaching and Learning
   process for 198 days per year. If
they miss a day, they need to MAKE
      UP the day from the 90 days!

When a teacher is absent, including
 ‘sick leave’, he/she must submit a
strategy as to how he/she is going to
      MAKE UP days lost, but …
TAS - Face-to-Face view (4 Tools)
1.    Nat. Educ. Strategy                                           1.    Attendance
2.    District Curr. Man.                                           2.    Teacher Info
3.    School Instr. Design               8 (eight)                  3.    Learner Info
4.    Faculty T + L                                                 4.    Annual Planning
5.    Classroom L + Assess.          School Readiness               5.    Timetabling
6.    Home L Plan                                                   6.    TL Scheduling
                                       Components                   7.    Organogram
                                                                    8.    LTSM
                                        [Planning]
                              6 (six)
                      Curriculum                    6 (six)               1. 
                                                                          2. 
                                                                                Teachers
                                                                                SMT
                     Management
                       Design            24      Sustainability
                                                    Model
                                                                          3. 
                                                                          4. 
                                                                          5. 
                                                                          6. 
                                                                                Principal
                                                                                SGB
                                                                                District
                                                                                Community
                        [Input]                   [Outputs]
                                        4 (four)
                                    Closing the Gap
                                         BEAR
                                                           1.    Beliefs
                                       [Process]           2.    Expectations
                                                           3.    Attitudes
                                                           4.    Relationships
Curriculum Management
                  Framework

•    National Education Philosophical Model (NEPM);
•    District Curriculum Management Model (DCMM);
•    School Instructional Design Model (SIDM);
•    Faculty Teaching and Learning Model (FTLM);
•    Classroom Learning and Assessment Model (CLAM);
•    Student Learning and Expectations Plan (SLEP).
Essence of the Strategy




       Leadership
Preliminary
Results from
this strategy
Lubombo Circuit (Buy-in)
•  Circuit in Mpumalanga, bordering with
   Mozambique;
•  34 Schools (both primary and secondary) attended
   the 2 days session;
•  Circuit manager was present for the entire two
   days;
•  After introductory questions were posed to schools
   (2.5 hours session), schools had to self-identify
   at what level they are of school functionality;
•  1 high; 17 under-performing; 16 dysfunctional.
GE UPS 14 Matric Results

           1.5.2 GE UPS Matric Results
100

 90                                                                                                                            88.2     88.2
                                                                                                                      86.2
 80                2008-2010                                                               74.4     74.5
                                                                                                              82.8


 70                                                                             67.7
           67.58                                                                           65.99                               66.08    65.99 67.5
                                                                     65.7
                                                                     64.75
 60                                                          60.5
                                                             60.23
                                                             57.86
           56.25                                                                56.67
                               52.5        52.6    54.07
                                                   52.9                                    52.48    52.94                               52.48 52.8
 50        49.3      49.6                                            49.11      49.55               48.57             49.54    49.53
                                                                                                              47.62
                                                                                                              46.27
                     45.61                                                                                                                     45.4
                     43.42
 40
                               37.5                36.82
                                           34.18                                                                      35.51
 30                                        28.51

 20

 10

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                                                               2008            2009         2010
SMS from GE school
------ SMS ------
From: +27826257426
Received: Jan 13, 2011 11:15
Subject: Dr Muavia Gallie ,

Dr Muavia Gallie, the name of our school is Asser
Maloka in Duduza(Nigel). When we joined your
programme were sitting @ 35%(2008), 49%(2009),
and for 2010 we are @ 86.23%. My principal and I
wish to express our heartfelt gratitude to you and
your whole team. From Deputy Principal:FET.Vuyo
Ncokazi.
GDE PPS Matric Results 2008-2010 (2010 ascending)


 100         1.6.2 GDE PPS Matric Results                                                                                                                                                                                                                                  96                                                                                                                  94.9


             2008 - 2010 (2010 ascending)                                                                                                                                                                                                                                                                                                                                              90.992.2
     90                                                                                                                                                                                                                                                                                                                                                                            88.2
                                                                                                                                                                                                                                                                                                                                                                           83.884.3            85
                                                                                                                                                                                                                                                                                                                                                                       83.3
     80                                                                                                                                                                                                                                                                                                                     77.878.4
                                                                                                                                                                                                                                                                                                                                                                                                                                                            76
                                                                                                                                                                                                                                                              73                                                    73.473.7
     70                                                                                                                     67.6                                                                                                                                                                                                                                                                                                       68
                                                                                                                        66.7                                                                                 66                                                                                                                                                                                                        66
                                                                                                                    64.5              65                                                                                                                                                                                                                                                                                                                                                                          64.9
                                                                      63                                    62.862.9
                                                                                                        61.2
     60                                                                                     57.757.857.9
                                                                                        56.7
% Pass




                                                                                                56                          55                                                                                                                                                                                                                                                            55
                                                                             53 52.253.1                                                                                                                                                                                                                                                                                                  54
                                                                                        52                  51              51
     50                                                           48      49 50
                                                                             49.5
                                                                                                48                                                                                                                                                                                                                                                                                                                     48                                                     48 49
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   49.8
                                                                                    47
                                                                                 46 46                      46      46             46                                                                                                                                                                                                                                                                46
                                                                      45
                                                                      41.7                                      42                 42
     40                                                           39.2
                                                                  38                        39      39          38
                                                                                                                        40
                                                                                                                                38                                                                                                                                                                                                                                     39
                                                                                                                                                                                                                                                                                                                                                                       38                                                                                                                                          39.2
                                     34                                                                                                                                                                                                                                                                                                                                                                                                                                                      35
                                                                                                                                                                                                                                                                                                                                                                                                                                       33
     30                          30 30.2
                                 29.2                                                              28                                                  29                                                                                                                                                           29                      30 30                                                    29                                                     29
                                     27                                                                                       26                                  27                                                                                                                                                                                                                                                                                                                                             26
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     20
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                                                                                                                                                                                                                                                                                                                                                                                                                                                             Senthibele Sec
                                                                                         2008                                   2009                               2010
Conclusion - Theory of Change
Framing            School                   Change           Improvement
Social/            Critical Features:       In learner       Educational Outcomes
Emotional          •  Positive, nurturing   expectations     •  Higher learner
Issues:            teachers,                and behaviour:   achievement
•  Lack of self-   leadership,              •  Higher
esteem                connected /           likelihood of
•  Identity           belonging             success
crises             philosophy


Academic           Social/ Emotional        Teaching and     Adulthood Outcomes:
Issues:            programmes:              Learning:        •  Citizenry
•  Lack of         •  Reward system         •  Cultural      •  Leadership
relevancy to       •  Peer groups           responsiveness
learners           •  Extra-mural           •  Affirming
                   activities, etc.         potential and
                                            possibilities
Thank
You!!

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Strategic Planning for Turnaround in Underperforming Education Systems

  • 1. The role of Strategic Planning in an Under-Performing (Dysfunctional) education system in a circuit, district, province and country – Systemic reflections Presenter: Dr Muavia Gallie (PhD) Education Moving Up Cc. muavia@mweb.co.za http://muavia-gallie.blogspot.com http://iwanttoturnaroundmyschool.blogspot.com www.slideshare.net (search “Witbank Circuit Strategic Planning”)
  • 3. Strategic AGREEMENTS Planning (Let's dot it!) Process STRATEGIES (How can we do it?) INNOVATIONS (What can we do about it?) SYSTEMS (Why is it happening?) INDICATORS (What is happening?)
  • 4. What is happening? (5yrs) Per Unit •  How many schools do we have? How many primary and secondary? Rank them from best to worst performing based on pass rate (Matric and ANAs). •  How many teachers? How many male and female? Average teacher qualification and years of experience? What is the absenteeism rate? Rank them from best to worst performers in terms of learner results (Matric and ANAs). •  How many learners? How many girls and boys? How many ‘child headed household’ learners? How many have ‘eye-sight’ and ‘hearing’ problems? Average of pass rate among learners in every grade? What are the type of jobs learners want to do when they finish school, and what are the percentages? •  What is the total budget for the circuit? How is it allocated? What is the total and average ‘cost to company’ personnel spending on school-based and office-based personnel? ETC.
  • 5. Getting the BALANCE Right! Schools Learners Teachers Budget
  • 6. % Different Types of schools in SA Quality of Pass (Grades) 100% 90% 80% 70% 60% Quantity of Pass 50% 40% 20% 30% 20% 50% 10% 0% 20% -10% -20% 10% Anti- Dysfunctional Under- High- Functional Performing Performing
  • 7. ACCOUNTABILITY SCALE 25%: 50%: 25% Compliance towards Seniors 50% Job 25% Description - Salary 25% Support and Development - Juniors
  • 8. Success is not Rocket Science! Learner Learning & Performance PERFORMANCE High Effective Performing Communication Workforce PEOPLE Safe, Healthy and Effective use of Innovative Learning Resources Environment PROCESS
  • 9. TAS - Helicopter view (4 Components) 5 (five) Successful Change Steps [Planning] 16 (sixteen) 16 (sixteen) Principle Issues 42 Deliverables [Outputs] [Inputs] 5 (five) Turn Around Phases [Process]
  • 11. 16 Principle Issues 1.  Psyche of Dysfunctionality; 2.  Organised dysfunctionality; 1 3.  Data/information/knowledge/intelligent decision making; 5 6 7 4.  Champion/ leader driven; 5.  Readiness; 12 13 6.  Whole school development/ school improvement plan; 4 16 8 2 7.  School level support; 8.  Networking/ partnering systems; 15 14 9.  Compliance/ governance/ operational management/ leadership systems; 11 10 9 10.  Accountability commitments; 11.  Aligning the curriculum, instruction, teaching, 3 learning, assessment systems; 12.  The Generation Gap; Purpose (Vision) 13.  Expert and mentor support; 14.  Time on task; Hands (Action) 15.  Managing what you know (ICT); Head (Systems) 16.  Focus on the core - student achievements. Heart (Believes)
  • 12. 5 Turn-around Phases Phase 1 Phase 2 Phase 3 Phase 4 Phase 5 Focus •  Ownership •  Buying into this •  SRC tools development •  SRC + CMM •  Ensuring strategy •  Design CMM implementation sustainability •  Closing gaps Participants •  Principal •  Principal, SMT, •  Principal and SMT •  School staff •  District Teachers, SGB reps, (professional and •  School leaders District, Community support) •  Community Data tools •  16 Principles •  (B) Baseline Survey •  8 School Readiness •  Staff development •  Compliance Issues of Turn (P) Components = •  Teacher •  Governance Around •  (D) SRC self-rating (P Attendance, T+L Info, professional •  Operational Strategy as + SMT) Annual Plan, TT, TL development management Inputs •  (A) Functionality Schedules, •  T+L intelligence •  16 Questionnaire (S) Organogram, TLSM systems Deliverables •  CMM = Attendance, as Outputs SBA, Curr. completion Period •  2 hours •  2 days (full days) Or •  3 - 6 months •  1,5 - 2 years •  6 - 12 months •  6 x 2.5 hours Methods •  Workshops •  Workshops •  Face to face site work •  Face to face site •  Workshops + Face •  All schools •  All schools together •  Individual schools work to face site work together •  Muavia Gallie •  Mentors •  Individual schools •  Individual schools •  Muavia Gallie •  Mentors + Experts •  Muavia Gallie
  • 13. 16 Deliverables/Outcomes Individual Relationships 1. Recognise the high risk; 1. Utilise organisational strength; 2. Think differently; 2. High commitment and expectation to 3. Redefine normal and reality ; succeed; 4. Know, understand and service young 3. Recognise ability to transform and people . change; 4. Teachers care deeply about all learners. Culture Systems efficiency 1.  Bring it on! attitude; 1. Being ready (proactive); 2. Adults who model what they value; 2. Always focus on the key 3. Teachers don t sweat the small deliverables ; stuff ; 3. Data driven decision-making; 4. Teachers know what it takes to be 4. Clear and implementable rules. successful .
  • 15. How many days and/ or hours of Teaching and Learning do every learner qualify for (is entitled to) during an academic year?
  • 16. At least 170 days, which is 935 hours per year! Where do I get this? Legal requirement of 27.5 hours per week X 34 out of 40 weeks for Teaching and Learning! As principal, you should be expected to account for the 27.5 hours every week!
  • 17. Why do teachers get 90 days leave per year, when all other workers get between 20 – 24 days?
  • 18. It is expected from them to be active in the Teaching and Learning process for 198 days per year. If they miss a day, they need to MAKE UP the day from the 90 days! When a teacher is absent, including ‘sick leave’, he/she must submit a strategy as to how he/she is going to MAKE UP days lost, but …
  • 19. TAS - Face-to-Face view (4 Tools) 1.  Nat. Educ. Strategy 1.  Attendance 2.  District Curr. Man. 2.  Teacher Info 3.  School Instr. Design 8 (eight) 3.  Learner Info 4.  Faculty T + L 4.  Annual Planning 5.  Classroom L + Assess. School Readiness 5.  Timetabling 6.  Home L Plan 6.  TL Scheduling Components 7.  Organogram 8.  LTSM [Planning] 6 (six) Curriculum 6 (six) 1.  2.  Teachers SMT Management Design 24 Sustainability Model 3.  4.  5.  6.  Principal SGB District Community [Input] [Outputs] 4 (four) Closing the Gap BEAR 1.  Beliefs [Process] 2.  Expectations 3.  Attitudes 4.  Relationships
  • 20.
  • 21. Curriculum Management Framework •  National Education Philosophical Model (NEPM); •  District Curriculum Management Model (DCMM); •  School Instructional Design Model (SIDM); •  Faculty Teaching and Learning Model (FTLM); •  Classroom Learning and Assessment Model (CLAM); •  Student Learning and Expectations Plan (SLEP).
  • 22. Essence of the Strategy Leadership
  • 24. Lubombo Circuit (Buy-in) •  Circuit in Mpumalanga, bordering with Mozambique; •  34 Schools (both primary and secondary) attended the 2 days session; •  Circuit manager was present for the entire two days; •  After introductory questions were posed to schools (2.5 hours session), schools had to self-identify at what level they are of school functionality; •  1 high; 17 under-performing; 16 dysfunctional.
  • 25. GE UPS 14 Matric Results 1.5.2 GE UPS Matric Results 100 90 88.2 88.2 86.2 80 2008-2010 74.4 74.5 82.8 70 67.7 67.58 65.99 66.08 65.99 67.5 65.7 64.75 60 60.5 60.23 57.86 56.25 56.67 52.5 52.6 54.07 52.9 52.48 52.94 52.48 52.8 50 49.3 49.6 49.11 49.55 48.57 49.54 49.53 47.62 46.27 45.61 45.4 43.42 40 37.5 36.82 34.18 35.51 30 28.51 20 10 0 0 i g ko fa we no g a za ry e do a le e ab tw ihl lok rag n lon the I da ata e fa- llo ho fun its oth wa Sib es Mo u on e he me Le uk fad My Av Ph em elw nM Et c Zik di z er Ma Se go Ve BB leb an on s ba ho As ey Th h ib La Bu s v Es Re Da 2008 2009 2010
  • 26. SMS from GE school ------ SMS ------ From: +27826257426 Received: Jan 13, 2011 11:15 Subject: Dr Muavia Gallie , Dr Muavia Gallie, the name of our school is Asser Maloka in Duduza(Nigel). When we joined your programme were sitting @ 35%(2008), 49%(2009), and for 2010 we are @ 86.23%. My principal and I wish to express our heartfelt gratitude to you and your whole team. From Deputy Principal:FET.Vuyo Ncokazi.
  • 27. GDE PPS Matric Results 2008-2010 (2010 ascending) 100 1.6.2 GDE PPS Matric Results 96 94.9 2008 - 2010 (2010 ascending) 90.992.2 90 88.2 83.884.3 85 83.3 80 77.878.4 76 73 73.473.7 70 67.6 68 66.7 66 66 64.5 65 64.9 63 62.862.9 61.2 60 57.757.857.9 56.7 % Pass 56 55 55 53 52.253.1 54 52 51 51 50 48 49 50 49.5 48 48 48 49 49.8 47 46 46 46 46 46 46 45 41.7 42 42 40 39.2 38 39 39 38 40 38 39 38 39.2 34 35 33 30 30 30.2 29.2 28 29 29 30 30 29 29 27 26 27 26 24 22 20 16 12 10 0 Fontanus Comp Vosloorus Comp Thutopele High KwaBhekilanga Boikgethelo Moqhaka Lobone Ramosukula Average Ramolelle Minerva Itirele-Zenzele Comp Sebokeng Tech Mamellong Comp Meadowlands Westbury Sec Mpilisweni Sec Ikusasa Comp Memezelo Sec Bona Comp Modiri Tech Illinge Sec Ibhongo Jet Nteo Kgokare Kwadukathole Comp Nghunghunyane Mphumelomuhle Sec Ed Mashabane Sec Thoko-Thaba Sec Katlehong Sec Senthibele Sec 2008 2009 2010
  • 28. Conclusion - Theory of Change Framing School Change Improvement Social/ Critical Features: In learner Educational Outcomes Emotional •  Positive, nurturing expectations •  Higher learner Issues: teachers, and behaviour: achievement •  Lack of self- leadership, •  Higher esteem connected / likelihood of •  Identity belonging success crises philosophy Academic Social/ Emotional Teaching and Adulthood Outcomes: Issues: programmes: Learning: •  Citizenry •  Lack of •  Reward system •  Cultural •  Leadership relevancy to •  Peer groups responsiveness learners •  Extra-mural •  Affirming activities, etc. potential and possibilities