Popping Balloons: Data, Evaluation and Accountabilty

At the Monday December 9th Madison Board of Education meeting there was much discussion of data, evaluation, and by implication, accountability.  Most of this was in the context of the Reading Recovery program and the broader discussion of teaching reading in MMSD that ensued, but some also occurred while the Strategic Plan items were on the table.  It was very clear that Board members are looking to data and evaluations for the kind of clear guidance that, in the vast majority of the cases, data and evaluation cannot provide.  This is why “data driven” policy making (as the Strategic Plan promises) is a mistake and a bit of a sham.  Time to pop some of the data driven balloons.

I’m going to put forth some of the factors that limit the utility of the data schools have to work with and to explore these in the contexts of the issues discussed Monday.  Note too that my list of factors is far from exhaustive, and that I am not saying “ignore data,” just that there needs to be a larger awareness of the limitations of such an approach.

Schools are not laboratories; Children are not lab animals.

This is another way of saying that there are too many variables that cannot be controlled for.  With Reading Recovery, the implementation and effects will vary greatly by school and even year.  There was also much talk of the changing demographics of the students and some concern about inconsistent administration of assessments.  You can address some of this with statistical manipulation but public and policy-maker comprehension suffer,  along with transparency (think Value Added).

Some factors are also missed and therefore not part of the statistical adjustments.  I’m going to offer an anecdote about my older son to illustrate this (anecdotes have limits too, but I think this one is very telling).

At the end of second grade my son was identified for Summer remediation in reading.  He was well behind where the charts said he should be.  We already had him signed up for activities and did not take the offer.

We had read to, and with him, almost nightly since birth, but did no more, before or after the remediation recommendation.

By the middle of July that Summer, he was reading.  Throughout August (and ever since), we had to remind him to turn off the light, put the book away and go to sleep almost every night.  When tested in the Fall he was reading over three grades above grade level.

Had he been part of the Summer remediation, he would have appeared in the data as a resounding success, yet his gains would have had nothing to do with the remediation.   Had we done the remediation, we would have been impressed with the results.   We wouldn’t have known better and neither would have anyone reading an evaluation of the program.

This is a success story; much of the concern is with failures. In the Reading Recovery report MMSD used things like poverty, a single family home, mobility, and parental education to statistically control for factors that can make achievement harder.  Yet these do not differentiate within the range of experiences in each category, nor the varying intensity of crises and struggles among those experiencing economic hardship.  Things like lead exposurefetal alcohol exposure and according to a new studies early life stress and maternal early life stress can effect cognitive development.  Every poor home, every single parent home, every home with low parental educational attainment is not the same; and each and every home changes constantly.  Homes are not controlled laboratories either.

One thing that was not considered in the report, or at the meeting, is that when a comparison sample was constructed for Reading Recovery students, it is possible that there were unrecognized but significant differences between the two groups.  The narrative tells us that at some point district personnel — within the limits of allocated  availability — said these kids need more help via Reading Recovery and some others didn’t.  To me, this points to the likelihood of unquantified differences.

Alluded to in the Reading Recovery report — but not part of the analysis — and discussed at the meeting, were a variety of school-based factors that may or may not have contributed to success and failure.  These include other support services, fidelity of implementation, follow up services, teacher training, integration with the classroom reading program and more.  I’m sure they missed some;  school poverty level and class size are two possibilities.  Whatever the list looks like, I don’t think that anyone would disagree that there are school based factors that are difficult or impossible to include and that some of these may be important.

I want to pause here to give some praise to the team that prepared the Reading Recovery report.  They do point to many limitations of their data, mentioning factors that were not analyzed while presenting multiple statistical manipulations, all in an effort to present alternative adjustments for different factors.  This is what honest researchers do.  Still, the very existence of the report, the fact that time and effort were spent, and that relatively sophisticated techniques were employed, undercuts the messages about limitations, especially to those who are not intimate with education research and quantitative analysis.

Sample Size Matters

With the Reading Recovery report we are talking about less than 300 students a year.  Once you drill down to the school level the numbers are often in single digits.  When numbers get relatively small, confidence in results diminishes (what is known as “confidence intervals” in statistics).

This is one of the stronger reasons why so many are wary of using achievement test results to evaluate and compensate teachers.  Jim Doyle, Arne Duncan and Barack Obama are just wrong on this.  They may have good sound bytes, but they don’t have a clue.

This is a good enough time to venture off on a little tangent on this issue  of teacher compensation, since it offers some useful guidance from a similar area on how data use can intersect with sample size issues and other problems.  Many of the better teacher compensation reforms fall under the heading of “Knowledge and Skills Based.”  Part of what these seek to do is take large data pools (either from large studies or via meta analysis) and use them to identify teacher knowledge and skills that are significantly correlated with student achievement.  Once these have been identified,  compensation systems can be (and have been) constructed to reward teachers who have the desired knowledge and skills.  In this way performance and pay are linked, but indirectly, through a mechanism that minimizes the problems of sample size.  What Doyle and Duncan and Obama want, would be pay based on sample sizes as low as 15.   I don’t understand how anyone familiar with research and data can think that is a good idea.

This leads back to local issues.  The truth is that any local program evaluation will almost certainly not have sample sizes, controls, and results that will produce a clear policy choice.  This is certainly the case with Reading Recovery (otherwise the discussion on Monday would have taken about five minutes instead of well over an hour).  Large studies and meta analysis don’t always give clear guidance either.  The U.S. Department of Education Institute of Education Sciences What Works Clearinghouse sets some standards for evaluating research and identifying “what works.”  Their report on Reading Recovery is here.  At the time it was issued Education Week summarized the findings as follows:

Just one program was found to have positive effects or potentially positive effects across all four of the domains in the review—alphabetics, fluency, comprehension, and general reading achievement. That program, Reading Recovery, an intensive, one-on-one tutoring program…

I have trouble accepting that the small sample size findings of the MMSD report more accurately gauge the value of the program than the What Works process.

Appropriateness of Measures

Board Member Lucy Mathiak made much of the fact that the Primary Language Arts Assessment used to measure early grade reading achievement is based on principles shared by Balanced Literacy and Reading Recovery (by implication as opposed to Direct Instruction principles, which she seems determined to expand in Madison).  This is very ironic given her repeated references to the National Institutes of Health Reading Panel work.  One of the most cogent criticisms of that work was that the chosen measures privileged Direct Instruction, a bias that was carried over to the Reading First program, where the bias produced corruption and yielded profits for people directly connected to the NIH Panel (more on the NIH Panel here, Panel Minority View here and Reading First here).   Pot…kettle.

This is yet another reason why the What Works process is so important.  They strive to eliminate biased research.

I also want to note that Mathiak was silent when the Talented and Gifted Plan was enacted with absolutely inappropriate achievement measures  being employed to assess ability.

Just because she is inconsistent doesn’t mean she is wrong about this.  The problem is huge.  We have standardized tests of varying quality designed to sort —  not assess knowledge, learning or ability —  being used as the measure of education (see the National Center for Fair and Open Testing for much, much more).

This is one effect of NCLB and an effect that Duncan and Obama seem to want to expand (Diane Ravitch’s “Obama and Duncan Launch NCLB 2.0” is very good on some various other ways the current administration is following the path laid out by Spellings et al. of the last administration).

Everyone knows the WKCE is bad; some even know what it was designed for and what it wasn’t. But these same people (all of the MMSD Board included) continually expand the types of decisions based on WKCE and pat themselves on the back for being “data driven.”  There is much in the Strategic Plan and elsewhere about finding, developing and employing better assessments, but meanwhile things go forward with the WKCE as the primary tool.

While reviewing the proposed Performance Measures for the Strategic Plan  I was continually struck by the extensive use of the WKCE and appalled that MMSD had also embraced the NCLB fiction of making 100% proficiency the goal.  WE are planning for failure.

I understand that we have to use what we have, but would be much more comfortable if decision makers did so with more awareness and less confidence.   Some time ago I highlighted a post from Sherman Dorn titled “How can we use bad measures in decisionmaking?.”  Sherman has some excellent thoughts.  My short answer to his question is: “Very carefully and with our eyes wide open.”

Final Thoughts

Board President Arlene Silviera asked on Monday if they would be getting the Strategic Plan related evaluations in time for budget consideration.  The answer was mostly no.  What wasn’t said was that even if they do get them they aren’t going to make budget decisions much easier (if at all), and even if they do make them easier, they won’t necessarily be better.

I’m kind of back where I started at the my central point about the limited utility of data and evaluation.  This can be hard to accept.

In the discussion of reading and Reading Recovery it was clear that all involved  — with all their hearts —  wanted children to learn to read.  They saw lots of information saying that children were not learning to read and wanted to do something about it.  They desperately want answers, and have been told, and have told themselves, that data and research will give them the answers.  They have been lied to.  There aren’t clear and simple answers.

There is complex and limited information which can and should inform  — not drive — their decisions.

I too wish that some body of research said “There is one way to teach every child to read in a cost effective manner,” (I wish even more that some body of research said “There is one way to teach every child to love reading”).  This will never be the case.

It is essential to stop pretending data belongs in the driver’s seat, then we will be clear to make good use of what we have; data and research, but also those parts of our knowledge and humanity that cannot be quantified.

Thomas J. Mertz

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Ain’t that Special? — Doyle Calls Legislative Session (Updated)

Louise Max, 'Blue Plate Special" (click image for more).

Lame Duck, pretend “Friend of Education” Governor Jim Doyle has called a special legislative session to consider his Race to the Top lottery inspired Mayoral Control proposal and the insane proposal to give the State Superintendent the power to take control of any district for any reason he deems sufficient.  The executive order is here; press release here.

The Wisconsin Sate Journal is reporting that Democratic leaders in both the Senate and the Assembly are not enthusiastic.

However, Senator Jeff Plale is in the bag.

Ed Garvey hits the right notes in his reaction.

The timing of this special session will limit public input on the proposal to limit public input (Kafkaesque?),  With that in mind,  I’m posting some public comment.  Here are two videos from a recent anti-Mayoral Control protest:

For much more, see this recent roundup on AMPS.

Update

Representatives Grigsby and Colon also issued press releases.  I liked this from Grigsby:

At this point, it goes without saying that the governor’s proposed mayoral takeover is not the only option for reforming Milwaukee Public Schools. I am working to ensure that the “RACE for Success” receives consideration at any Special Session in which mayoral takeover is pushed upon the legislature. Of course, I would prefer that any legislation related to the future of MPS go through the normal legislative process, a process which would ensure public input, but Governor Doyle seems intent on avoiding that opportunity. Any legislation on the future of Milwaukee Public Schools deserves a public hearing, but both proposals for education reform should be heard if the legislature enters into a Special Session.

Thomas J. Mertz

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Snow — MMSD Schools Closed, December 9, 2009

“Snow,” from White Christmas

Here is the announcement.  Enjoy.

District News

For Wednesday, December 9, 2009

All Madison School District schools will be closed due to inclement weather.  This also means that all school buildings will be closed for the entire day and evening for MSCR, athletics and other activities.

Thomas J. Mertz


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4K “Surplus” and other Board of Education Agenda Items (With Live Blogging)


Note: Because I was writing this as the meeting was going on, I did some live blogging.  I’ve taken out those portions of the post and linked them here.  They are mostly on the Reading Recovery report and proposal.  Some interesting things.  Worth reading or watching the video when it is up. — TJM

Please also note a correction/expansion in the Reading recovery section (12/08/200. 10:45 AM).

Monday, December 7 will be a very busy evening for the Madison Metropolitan School District Board of Education.  Tonight, among other things they will consider 4 year old kindergarten implementation plans and costs; Reading Recovery matters; a 3% total package increase for District Administrators; and Strategic Plan Performance Objectives and Measures, Core Performance Measures and First Priority Action Steps (with costs).  Unless I am mistaken, these will be discussed in Committees tonight and then come back to the Board for action next Monday and some, like 4k even later.  That’s the new system.

4 year Old Kindergarten

Since the Wisconsin State Journal article is misleading, I’ll start with that one. The headline calls 4K a “Junior Mint” (bad pun) and the article includes this passage:

Under state funding rules, the Madison School District would not be fully reimbursed for its 4K expenses until the third year of the program, when the district would actually reap a surplus from the state.

So during its first year in Madison public schools, 4K would run an estimated deficit between $2.64 million and $3.87 million. By year three, however, the program would show a surplus of close to $4 million. (emphasis added)

The big problem with this framing is that the projected surplus is not in state funding but in revenue limit authority and last I checked well over 80% of MMSD’s revenue limit authority is collected via local property taxes.

It makes a big difference which stack the coins come from, such a big difference that cuts in the state share induced the Madison Board and many others to not use all of their authority this year.  They thought that property taxpayers couldn’t or wouldn’t stand for it.  As a result, MMSD will not be doing maintenance projects that had been previously funded via a voter approved referendum.

I don’t see any discussion of where the start up costs  will come from (maybe I missed it), but my guess is the district’s growing Fund Balance.

One thing I will say for the MMSD is that they used a conservative (and depressing) $200 per pupil annual revenue limit increase for their projections.

I don’t know enough about costs to judge those projections.  I’m a little skeptical of the surplus in general because almost across the board, across the state revenue limits do not keep up with cost-to-continue.  I do know that we should try to move 4k forward if we can afford it and these look like viable options.

Reading Recovery

There is a long and controversial history with the Reading Recovery remediation in Madison.  I’ve always been supportive of the program, but a bit skeptical of the claimed local “success” rate (if the reality was anywhere near what was being reported, then much good and even “bang for the buck” was happening).  The report linked above gives some better data, a lower “success” rate and some options for the future.  I’m very glad to see this level of analysis.  I haven’t had the time to do more than skim, but I’m more confident of the conclusions than I was previously.

With that in mind, I would tentatively support the third of the three options offered (the administration recommends the second).

I especially like the pre-K to 5 continuity and the inclusion aspects.

Correction/Expansion:  I confess to having only skimmed when I posted earlier.  Having looked closer I see I misunderstood option 3.  Now that I am clearer, I support option 2. This is the one that takes the Reading Recovery that is working — full implementation with wrap around supports and followup —  and puts it in the neediest schools and eliminates the partial and unsupported implementations.  I would prefer to expand the version that is working, but that is not an option before the Board (I misunderstood #3 to be that option).

Administrative Pay and Benefits

The proposal is for 1.48% pay increase and a 3% total package increase to cover (1.52%) increased benefit costs.  There is something unseemly about administrators getting a pay increase at a time when we aren’t taxing to the max, aren’t doing maintenance and will be looking at program cuts in the Spring.  I know most work hard and most do a good job…but…. times is tough all over and most of these people earn in the six figure range.

No cost estimate is included.  There should be.

My gut reaction is give them the benefit costs increase and not the salary.  Times is tough.

Strategic Plan

When I first read these I had some concerns about the possible lack of  disaggregated reporting called for.  The “Core Performance Measures” draft says “All measures related to students will be disaggregated…” but there is no similar statement for the non-performance (ie participation) measures in the big “Strategic Objectives Performance Measures” and in places specific disaggregations are identified (Special Ed for one).   I was given assurance that the intent is to have all of these disaggregated and that in some manner that will be made part of the public record at the meeting.

I’ve posted requests and discussed the issue on this blog, asked in public and private, as an individual and as an Equity Task Force member for disaggregated data on participation in advanced and other programs.  We can’t know how we are doing on removing barriers to educational opportunities without this information.  I do hope that after all these years we get it and on a regular basis.  Let’s see how bad the disproportionalities are and then see how the efforts to address these are working.

On a related note, I’ve been told that the required Equity Report information will be included in a broader January report.  I’m glad something is happening and appreciate those on and off the Board who have pushed.

This is very late for an annual report (it will be 21 months since the policy was enacted) and not ideal.  If the intent was to have at least one meeting  a year where the focus was on equity measures, placing this in a larger report will not achieve this goal.

I have some similar concerns with the “Core Performance Measures” and the lager (200 item) “Strategic Objectives Performance Measures.”  Ideally the Core items will give the “forest” and the larger ones will be for those of us who like to get lost in the trees.  There is no doubt in my mind that the items on that larger list will get very little attention from the Board…information overload.  This makes it crucial that the Core list include the right things.

I don’t think it does that.  Here is the list:

I see a lot of use of the WKCE, probably too much.  I also don’t see anything about how well we are doing changing district culture and school climate, increasing participation in anything but the ACT, direct evaluation of any Strategic Plan associated initiatives…This isn’t a whole lot different than what NCLB requires.  In fact some of these have the NCLB fiction of 100% proficiency as the goal.   Not good.

Take a look at some different things in the big list and think about what you’d like to see included.  Post in comments if you want.  I’d especially like to hear what members of the Strategic Plan Team.  I plan to try in the next week or so…time is tight so I might not get a chance to do much.  One idea is to look at the effects of the Individual Leaning Plans that will be piloted.

One more thought on the big list for now and then a a little more.

This one is personal.  On page 11 there are three items about Community Engagement.  All simply ask for number counts of community members at engagement sessions, on advisory groups…  There needs to be something about the quality of the experience.  Having attended too many engagement sessions and served on Task Force, I can tell you that these experiences can and do produce disengagement.  This needs to be addressed, the quality needs to be improved and counting numbers of participants won’t even put the problem on the radar.

Thomas J. Mertz

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Mark Pocan in the Lions’ Den — Last Monday’s MMSD Board Meeting

State Representative Mark Pocan met with the Madison Metropolitan School District Board of Education on Monday, November 30 to discuss “K-12 Funding in Wisconsin and the Impact of the State Budget on School District Finances.”  (State Senator Mark Miller, who was also expected, was ill, Liz Stevens from his office attended in his stead).  The short version of what transpired is that although Pocan brought Bob Lang and Dave Loppnow from the Legislative Fiscal Bureau as support, they were unable to “shut the lions’ mouths” and the Board got a few nips in.  Beyond that, Pocan explained the intent and context of the budget “fix,” emphasized the importance of addressing revenue issues, gave some thoughts on school finance reform, defended parts of his record and more-or-less split the blame for everything bad between Governor Jim Doyle and the economy.

I have to give Pocan some credit and respect for facing the lions and for being very forthright and forthcoming.  I’ll even go beyond that and say that when he was talking about what can and should be done and why, he showed understanding and that he cared.  It was words, not actions, and I want action from my State Rep.. But at least he didn’t shut the door on action.  Let’s help him open that door (more on that below, but think Penny for Kids).

You’ll have to rely on my memory and notes for the longer version, because as I anticipated, the meeting was not broadcast or recorded (Susan Troller, whose story inspired the meeting, was there for most of it, but I don’t think it is the kind of story that the Cap Times covers these days).  That’s too bad, because some interesting and maybe important things were said.

Pocan began the meeting by asking to speak separately about the recent state budget and school funding in general (or what he refers to as “the formula”).  This division was mostly followed, but the two cannot be absolutely separated.  One big link between them, and an issue that came up again and again, was revenues.  The recently completed state budget was made tough because of a lack of revenues; positive school finance reform requires adequate, sustainable and equitable revenue sources.  Pocan said as much more than once.

The 2009-11 State Budget and the “Fix”

During the discussion of the state budget, most of the talk was about about the “fix” that came after the April revenue numbers called for further cuts.  The fix included $147 million in cuts to school aids. This was dampened partially through an attempt to share the bleeding, by including provisions to limit resulting cuts to 10% for any particular district.  Madison’s overall cuts came in at about 15% and people were not happy.  According to Pocan, the 10% figure only applied to the new cuts caused by the $147 million loss and not the aggregate cuts from the entire state budget.  Fair enough, and yes, some of the displeasure was due to a misunderstanding of this distinction.

But really this was, and is, a distraction.  Most of the displeasure wasn’t about how the last round of cuts were handled.  It really was about how much total money was invested in education; capital provided at levels well below cost-t0-continue; and a cut in state aid, while, at the same time, big property tax increases were passed on to many school districts.

On both the big picture and on the particulars of the “fix,” the issue is revenues.  Pocan talked a lot about revenues, tax fairness and tax reform.  He said good things.  He made the point multiple times that if the discussion of taxation and revenues had been left to the Grover Norquists of the world, then public education, and much of the other good that government does, would continue to die the death of a thousand cuts; the “beast” will be starved.  He’s right.  It is happening everyday.

He also defended his record and the recent state budget by pointing to the tax increase on the highest earner bracket, the closing of the so called Las Vegas loophole, and some improvement on capital gains taxation legislation.  All good and Pocan does deserve credit.  Still, at the end of the day, our state was left with a budget that did not adequately fund education and other essential investments and is not sustainable. The thinness of the hopes Pocan expressed about the prospect of avoiding a budget reconciliation after the April 2010 tax collections — translate as more cuts — is sufficient evidence that he knows this isn’t sustainable.

Doyle No Friend of Education

It was on the topic of revenues that Pocan threw Governor Doyle under the bus, repeatedly.  Most of this happened in the context of the budget “fix.”  Because much of what Pocan described occurred in private conversations and the Caucus meeting where Pocan’s and Doyle’s position may have been discussed with other Democrats, and were closed to the public, we have only Pocan’s word to go on.  Pocan’s version does agree with the public record (as far as that goes) and also explains Doyle’s contemptuous dismissal of calls for a more public budget process.  I believe him, but continue to think that the more that public policy making occurs in public the better.  Voters shouldn’t be left with any doubts about things this important.

The story, as Pocan told it, is that when the April, 2009 revenue shortfall happened, Doyle was in public and private talking about 5% or greater cuts in school aids (shared revenues for municipalities were also discussed,  but this is an education blog so I’m leaving that out).  Pocan said they (Miller, and maybe others implied, but Liz Stevens didn’t confirm that) met with Doyle and pushed to have new revenues as part of the fix.  Pocan seemed to favor the expansion of the sales tax to cover services (what I think of as the Erpenbach proposal from a few years ago) and more action on capitol gains, but he may have also had other things in mind.

Shortly thereafter Doyle made a public statement that as far as he was concerned, revenues and tax reform were off the table as part of the solution.  Pocan says that, as Doyle was making the statement, he became so angry that he called the Governors office to cancel their next scheduled meeting.  Good for Pocan — at least in private he showed some backbone.  It would have been nice if he’d showed it in public at the time.

As Pocan described it, the choices were limited.  The possibility of overriding a Gubernatorial veto was nonexistent, so all they could do was negotiate.   Apparently the 10% cut ceiling was part of these negotiations.  The “balance” between state aid and revenue limits was also part of the negotiations.

Later, when asked by Board member Beth Moss about the lowering of the revenue limit increase — from $280 to $200 —  that was also part of the “fix,” Pocan revealed that in exchange for a higher revenue limit, Doyle demanded at least a 4% cut in state aid; the $200 limit increase came with with only a 2.5% cut in state aid.

When Bob Lang joined the conversation to explain that the desire was to limit property taxes, Pocan stepped in to make a point that this was part of the Governor’s agenda, not the Democratic Party, and added, “The problem is when we take the Grover Norquist part of the debate we can’t talk about it …. tax fairness, … we need a civic debate about revenue.”

Pocan ended the exchange saying “Schools did way better than if the Gov had sole control.”  Keep all this in mind next time Doyle prefaces his Race to the Top (RttT) inspired proposals with references to his record as a friend of education.

School Finance and Reform

From there it was on to a more general discussion of school finance.  Pocan hit all the usual notes about the complexity of the system, how tinkering can create unintended consequences, how any change may have winners and losers, and the political difficulties of that, and made generally discouraging noises about the difficulty of real positive change.  There wasn’t much new here, but there were some things I’d like to highlight.

First and foremost is Pocan’s championing of tax reform and the need to talk about revenues.  This is great to hear.  I do think he gets it, and expect to hear more from him on this in the coming months. I have some small hope that the talk will be linked to action.

Pocan spoke from the heart about the needs of students in poverty as well as the diverse needs of other students and displayed his understanding that any positive reforms must address these needs, either via categorical aid or a foundation plan.  The positive duty to address the needs of these students highlighted in the Vincent v. Voight decision also makes this is a Constitutional matter.  It is also the wise and right thing to do and it was good to be reminded that Representative Pocan knows that.   This of course requires investments and revenues.

His repeated references to Andy Reschovsky were also heartening.  I like Andy and think he is one of the best experts on taxation and school finance that Wisconsin has.

Pocan also expressed the view, held by many, that school finance reform needs to be done as a stand alone, not as part of the biennial budget process.  That means that now is the time to get moving.

In response to Lucy Mathiak’s query about just that point — why isn’t there movement, if now is the time? — Pocan said that “The executive [Governor Doyle] has things stalled around the MPS restructuring.”  I tell you, Doyle’s RttT lottery ticket purchase proposal is the gift that just keeps on giving.

School Board Members React

At this point Superintendent Dan Nerad and the Board asked questions and made comments and engaged in some back-and-forth with the guests.  Before covering a little more of what was revealed, I’d like to offer some words from the Board to give the tone of their reactions.

Beth Moss  — “This is difficult to swallow and really quite ridiculous.”

Lucy Mathiak — “I didn’t ask about the Executive level, I asked about you…somebody has to start.”

Marj Passman — “Show courage.”

Maya Cole — “What kind of economy are we growing…we have to invest in the future.”

Johnny Winston Jr. — “I’m disappointed, a couple of years ago when we were talking about closing schools, you sent us a letter and told us not to, that if the Democrats were to gain control you’d fix this … Madison is changing, has changed, and if we can’t afford to maintain schools and education it will keep changing till it is like Milwaukee … what do you tell a middle class family thinking about moving here when they ask about cuts to education?”

As I said at the top, they got some nips in and maybe broke some skin.  Good for them.

Equalization, Equity and Tertiary/Negative Aid

There was a strange set of exchanges inspired by Ed Hughes’ complaint about tertiary/negative aid (whereby Madison and other high spending districts lose progressively more state aid the higher they spend).  What was strange to me was that everyone seemed hostile or confused about the basic concept that this is a way to equalize educational opportunity across the state, that it is important that kid’s futures are not determined (or less prescribed) by where they live.  I think how Wisconsin implements this policy could be improved, however, I retain my belief in the goals and ideals of this policy.  There have been complaints about this for years; the complaints may be louder this year because the cuts in state aids have further exacerbated this and other flaws in our school finance system.

Of course, as Dave Loppnow pointed out, negative aid is also intended as a disincentive to raise property taxes. However, in practice, I’m not sure it works that way, because when a district like Madison goes to referendum, it includes these costs into their calculations and in fact asks for a higher amount, i.e. higher property taxes.  This makes it harder to pass referenda, but they do pass and at higher amounts.

Loppnow also conjectured that because revenue caps already limit property taxes, this disincentive was not necessary.  That may be true. But it is also true that the combined disincentives have not equalized spending and opportunities around the State.  Something has to be in place to make sure the opportunities for kids in Whitefish Bay and Rhinelander are at least in the same ball park.  That means either much more state aid via a foundation guarantee or some form of negative equalization.

Ed Hughes asserted that there was “no necessary connection between property value and willingness to spend.” I’m not sure this is true and intend to run some numbers — when I find the time —  the Lake Districts and some others obviously support this idea, but in the aggregate it might not be the case.

Either Lang or Loppnow responded, in part, by saying that attempts had been made to use income instead of property wealth in equalization and that “it didn’t work.”

I’ve heard this from others, but have to ask: What we are doing now doesn’t “work” either, so what do you mean when you say it doesn’t work?  Is this timidity and inertia or a real analysis?

This and That

A few more observations:

A Penny for Kids — Prospects and Action

Despite the relative silence on the topic, I left the meeting feeling a little better about the prospects of the Penny for Kids campaign (although not any better about the prospects of full comprehensive school funding reform in the near future).

I heard one of the legislative leaders say repeatedly that revenue options need to be on the table and advocated for. Penny for Kids is a viable revenue option, it is gaining support and nobody else is talking revenues.  If Pocan was sincere, he has to give the proposal serious consideration and should give it his support.

I heard one of the legislative leaders speaking about the need to fund the education of children in poverty.  Part of the Penny for Kids proposal creates and funds a categorical aid for low income students.  The proposal also increases aid to other high needs students.  If Pocan was sincere he should embrace these positive steps toward comprehensive reform.

Mostly I heard a legislative leader who was frustrated and looking for a way to help the schools, to do something he believes in (he was a bit defensive at times as well).  Penny for Kids is a way to meet the crisis in education funding and move toward an equitable and sustainable educational investments.  If Mark Pocan is looking, I think Penny for Kids is the best thing he is going to find, at least in the short term.

It isn’t easy to move elected officials from words to action.  One thing that helps is a show of public support.  You can do this in two ways (do both):  First go to the Penny for Kids website and sign the petition; second, send Mark Pocan a quick email saying you support Penny for Kids and he should too.  You don’t even have to explain why — he gets it.

Thomas J. Mertz

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Mayoral Control Links and Thoughts

I haven’t had much time to blog lately and the items are piling up, so it is time to catch up a little.  Here are some links to and comments on some relatively recent items on Mayoral control.

From the Chicago Tribune, Chicago school board begins 2nd internal investigation.”

Chicago Mayor Richard Daley’s handpicked Board President has committed suicide, his handpicked Board is under investigation for misuse of funds for the second time and has refused to release documents requested by the media.  That’s good management and open governance Chicago style.  That’s the model that Arne Duncan and Jim Doyle want to bring to Wisconsin.

Advocates for Mayoral control keep telling us that the change increases accountability by giving ultimate responsibility to a single elected individual –  the Mayor.  I have yet to hear of an instance or see a poll that indicates any Mayor in a Mayoral control district’s election has been decided by their management of the schools; I know that Mayor Daley will continue to be re-elected no matter what happens with the schools.   That’s not accountability.

A lot is happening with the resistance to mayoral control in Milwaukee.  Here’s a video on some of it:

Henry Hamilton of the NAACP Executive Committee and Christine Neumann-Ortiz — executive director of Voces de la Frontera — had a good recent column in the Journal-Sentinel: “In takeover, your vote silenced.”

Friend of AMPS and former candidate for State Superintendent Todd Allan Price has a long piece at CounterPunch that is worth the time: “Milwaukeeans vs. the Privatization Pandemic: Milwaukee League Comes to the Defense of Public Schools.”

Todd and I also co-wrote a Jerry Bracey inspired piece for FightingBob that includes some things on Mayoral control: “Bracey’s last stand

Dominique Paul Noth’s lengthy “Barrett’s ‘cynical’ decision puts city Dems in bind” at the Milwaukee Area Labor Council is also worth the time spent.

Meanwhile the education DINO elite insider organization Democrats for Education Reform (DEF) has opened a Wisconsin office staffed by political lifer, convicted thief (see the Wisconsin State Journal, August 20, 2002), former strip club and school voucher PR flack Katy Venskus.

Alan J. Borsuk has a post up contrasting a recent DER event with the unanimous testimony against mayoral control at a recent public hearing.

Borsuk also covered Mayoral control researcher turned advocate Kenneth K. Wong’s recent visit to the state.  At the event and in the interview on WPT’s “Here and Now” below Wong offers a lot of double talk about elections and accountability, simplistically equating higher turnout at Mayoral elections with greater accountability on education matters.  This is only true if education is a decisive issue, otherwise it is nonsense.

Vodpod videos no longer available.
I think this quote from the Borsuck piece is revealing on how much Wong cares about keeping the public in public education:

It is best to have public support for mayoral control, he said, but it can still work even if it’s passed over major opposition.

“Nothing is easy,” he said. As for Milwaukee, he said, “It has to happen fast. . . . They should make it effective January 1.”

This crisis mentality is dangerous, especially when we are talking about a reform that by Wong’s own calculations will have a minimal impact on education in Milwaukee.  In his book The Education Mayor the achievement gap between Milwaukee and the rest of the state is pegged at 2.4 standard deviations; his research shows that “strong” mayoral control has produced gains of .2 to .33 standard deviations.  Accepting his data and the causality, that means that the best case Mayoral control scenario leaves Milwaukee students over 2 standard deviations behind the state.  As Wong himself states, “This is not a silver bullet.” So why the hurry?

In a not unrelated matter, people concerned about accountability should be talking about DINO Reform poster girl and DC Superintendent Michelle Rhee’s effort to intervene in an Inspector General’s investigation of her fiance, the charter school operator and now Mayor of Sacramento, Kevin Johnson.  The IG was subsequently fired by the accountability loving Obama administration.  Links here and here.

Thomas J. Mertz

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WAES School Funding Reform Update, Week of 11/30/2009

From the Wisconsin Alliance for Excellent Schools.  Table of contents below — related items on AMPS linked –, full update here.

If you haven’t gone to the Penny for Kids site and signed the petition yet, take a minute and do it!

Thomas J. Mertz

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Equity Report — Tired of Waiting

Salvador Dali, "The disintegration of the persistence of memory" (click for more information)

The Kinks, “Tired of Waiting for You” (click to listen or download).

It has been almost 18 months since the Madison Metropolitan School District Board of Education enacted a new Equity Policy (policy here, minutes here, video here).  The policy included the requirement that:

Administration will report on an annual basis to the Board of Education the extent of progress on specific measures in eliminating gaps in access, opportunities and achievement.

Administration will develop an annual report that will provide data on the distribution of staff, financial, and programmatic resources across all schools.

19 months.  No report.  I’m tired of waiting.

In the Strategic Plan and the Talented and Gifted Plan, much has been made of the reporting requirements.  Some good things were included in these requirements.  I hope they decide to follow their own rules on these, unlike they have on the Equity Policy.

Much more on what I think the Equity reporting should include here.

Thomas J. Mertz

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Pocan and Miller at the MMSD Board Meeting

The agenda for the Monday November 30th Madison Metropolitan School District Board of Education meeting lists a “Discussion with State Joint Finance Committee Co-Chairs regarding K-12 Funding in Wisconsin and the Impact of the State Budget on School District Finances.”   So State Representative Mark Pocan and State Senator Mark Miller will be talking money with the Board.  They were two of the most powerful individuals in the passage of the recent state budget that hit the schools in Madison and around the state so hard.  It will be interesting to hear what they have to say.

I do hope they are more forthright and and forthcoming than they have been previously on this topic.  Pocan’s column in the Tenney-Lapham Neighborhood Association Newsletter (page 16) was particularly bad in this regard.

The meeting is at 5:00 PM in room 103 of the Doyle Building.  There is no public testimony, but if you are interested I’d plan on showing up because the last time the Board met with legislators is the only meeting in recent memory that was not broadcast or recorded.

Thomas J. Mertz

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It’s Time to Stand Up for Our Schools

For over a decade, the state’s proportion of the cost of quality education in Wisconsin has declined leading to staff lay-offs, larger class sizes, cuts in programs and services, and rising property taxes. As part of the last biennial budget, things actually got worse when, in an unprecedented move, state aid was cut.

Our school-funding system is in crisis, and that crisis is leading to less education in our schools and higher property taxes on our homes. It is time to say, “Enough is enough.” We need to reinvest in our public schools as soon as possible to stop the loss of revenue and then follow through on our promise of comprehensive change in the funding system.

The Wisconsin Alliance for Excellent Schools (WAES) is asking State Government to raise Wisconsin’s sales tax by one penny. “A Penny for Kids” will put about $850 million a year toward saving programs and services in our schools and holding the line on property tax increases. It only makes sense.

You can be involved in this important effort by going to the “A Penny for Kids” website and signing the petition to tell your elected officials you want them to do the right thing. Once you have signed, make sure you share this e-mail with as many organizations and groups as possible because the more people who sign, the more power we have to make sure lawmakers do the right thing for our children and our communities. Or, if your organization has its own website, Facebook page, or other networking site, make sure to include a link to www.apennyforkids.org.

Robert Godfrey

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