Wednesday, June 24, 2020

I gave up watching Netflix to read a funding manual

 Charles Ungerleider, Professor Emeritus, The University of British Columbia

[permission to reproduce granted if authorship is acknowledged]


“This guy needs to get a life” was probably the first thing that came to mind when you saw the title of this blog. There may some truth to that. But one can learn some very interesting things from obscure documents. Honestly. Ask Edward Snowden.

The Alberta Funding Manual for School Authorities for the 2020/21 school year is no Pentagon Papers or a vast trove of secret documents. You can find it by clicking the link in the previous sentence. The Manual contains one part of the not-so-secret recipe that helps to make Alberta one of the best performing school systems in the world.

The first ingredient in Alberta’s not-so-secret recipe begins on page 14 in section B under the heading Accountability and Assurance in Alberta’s K-12 Education System. It is there that Alberta Department of Education declares in unequivocal terms that “school authorities are accountable organizations” that receive funding from the provincial government so that they can carry out the educational responsibilities delegated to them by the province. This creates an explicit relationship between the Department of Education and school boards that “requires transparency and the obligation to answer for, and publicly report on the spending of public funds and results achieved. . . .” [my emphasis]. Moreover, school boards are obligated to assure “their local stakeholders and the public that they are fulfilling their responsibilities and students are successful.” School boards must:

  • Establish a system of accountability for results that encompasses their schools.
  • Interpret and report results to parents, students, the Department of Education and the public in a manner and at a time the Minister prescribes as part of ensuring transparency.
  • Use results to improve the quality and effectiveness of education programs provided to their students and to improve student learning and achievement.
  • Students use ongoing assessment feedback to reflect continuously on their progress, identify strengths and areas of need and set new learning goals.
  • Students achieve prescribed provincial learning outcomes, demonstrating strengths in literacy and numeracy.
  • Students are active, healthy and well.
  • Students apply knowledge, understanding and skills in real life contexts and situations.
  • Students advance reconciliation by acquiring and applying foundational knowledge of First Nations, Métis and Inuit experiences.
  • Students demonstrate understanding and respect for the uniqueness of all learners. (p.18)


The assurance framework, developed in collaboration with education partners, is guided by a set of ten principles of which shared responsibility for student growth and achievement is the first. The framework addresses five domains - student growth and achievement; teaching and leading; learning supports; governance; and local and societal context. Although addressed separately in the framework, the five domains intersect with one another and are interdependent. Public assurance is achieved “when the public has trust and confidence that students demonstrate citizenship, engage intellectually and grow continuously as learners.”

Student growth and achievement – which the document treats as a unitary construct – is expressed in terms of six expectations or values that the document refers to as key elements:  
The remaining domains receive similar attention. Each domain is described and defined in terms of key elements.

The assurance framework is embedded in a continuous improvement cycle that speaks about three processes: evidence-informed decision-making; collaboration among partners; and learning and capacity building.

Progress monitoring is a key process in the public assurance process. School Boards are required to have and make public their Education Plans and their Annual Education Results Reports (AERRs). Here, too, Alberta Education set out its expectations using the language of key elements. The first of the key elements is:

The school authority [school board] has collected, analyzed and evaluated key performance data arising from the implementation of its previous Education Plan and the actions taken to meet its responsibilities in each domain. It has developed insights, drawn conclusions and determined implications arising from the results.

There is an explicit expectation that a school board’s analysis and evaluation will be reflected in its revisions to its Education Plan, considering contextual information and input from stakeholders. While school boards are accorded considerable flexibility in the form and content of the Education Plans they develop, Alberta Education sets out requirements for the timing, structure, analysis of results, strategic priorities, stakeholder engagement, and dimensions of the Education Plan.

Assessment of results is central to the development of an Education Plan. School boards are required to compile and assess results for their local performance measures as well as provincial performance measures. Alberta has developed provincial performance measures and requirements in each of the domains. In the student growth and achievement domain, Alberta administers Provincial Achievement Tests (PATs) and Diploma Examinations. It requires reporting of over all results as well as results for First Nations, Metis, and Inuit learners and students for whom English is a second or additional language.  

Alberta Education expects concordance between a board’s education plan and its budget and requires each board to post their Education Plans, their Annual Educational Results Report, and budgets on its website. It requires that school boards ensure that each school revises its plan and results report each year; engages the school council in preparing the report and plan; and posts them on the school’s or school board’s website.

There are many appealing features of the Alberta approach. The approach appreciates the link between provincial, school board, and school goals, plans and results. Expectations are explicit and clearly stated. School boards are strongly encouraged to make clear the connection between strategies and intended outcomes. Goals are, for the most part, accompanied by established metrics and annual monitoring of results. There is attention to overall results and to the results achieved by Indigenous learners and learners for whom English is not a first language.

I started this blog with a comment about one’s life choices. I gave up the time I would normally devote to watching a movie on Netflix to read a funding manual with a well-developed blueprint for continuous school improvement. You may be skeptical, but I am happy with my choice.

I hope you will be taking a break for some rest & relaxation until school begins again in September. I am. 

Be kind, be calm, be safe -