1. Stabilization, Recovery and Renewal A plan for educating Oakland’s children within, through and beyond financial crisis October 2003

2. Vision Statement “The cornerstone of the Oakland Unified School District is the belief that every student can achieve at a high level, when provided the opportunity.”

3. Mission Statement The mission of Oakland Unified School District is to provide an educational learning community that focuses exclusively on student achievement in every aspect of daily activities.”

4. The Essential Question “How will the expenditure of my resources (manpower and money) impact student achievement over a sustained, and measurable, period of time.”

5. Six Keys to Success Every Principal an Instructional Leader/Entrepreneur Schools Control Own Budgets Accountability for Performance & Budgets * Cost Reductions & Revenue Enhancement Burning Focus on Student Achievement Small Community of Learners Choices Among Unique Schools

6. $ $ $ time Rising costs, rising revenues => cut to recover Rising costs, flat revenues => cut to recover Rising costs, declining revenues =/=> cuts do not achieve recovery cost revenue cost revenue Effective fiscal recovery strategy depends on conditions Oakland’s conditions

7. 1. Aggressive cost reduction 2. Aggressive revenue enhancement $ crisis time 1 2 Two simultaneous actions are needed to achieve recovery in Oakland cost revenue

8. Structural Cost Reduction Structural Revenue Enhancement Reduce labor costs Improve efficiency of central and school operations Establish controls Increase quantity served: -Grow market (bring more families to the city) -Increase market share (get and keep more students in Oakland district) Increase price and/or capture value - Increase revenue limit - Capture existing allocated revenue (ADA, class size reduction, reimbursements, etc.) - Capture new revenue (grants office, funders/partners, entrepreneurship) Options for action How to achieve Recreate schools Use data to drive decision-making Create an investment culture Tie incentives to changes in behavior Reduce salaries and benefits Eliminate non-essential, poorly delivered services Strategic investment in infrastructure Fiscal recovery must be achieved through cost reduction and revenue enhancement

9. Annual revenue enhancement potential If the same # of students who started kindergarten graduated If the attendance of all current students was increased by 5% If reimbursements were maximized If we continue to attract private funding for small schools Other revenue generating potential (grants office, SIP, entrepreneurship) TOTAL $50 million $12 million >$3 million $5 million $10 million $80 million

10. OUSD roles for simultaneous recovery strategy District oversight: Focus on cost reduction School re-creation: Focus on student achievement & revenue Stabilize system and establishes controls - Manage structural cost reduction strategies - Streamline central and school operations Build data infrastructure - Technology - Financial data mgmt - Student data management - Human resource data mgmt Improve physical infrastructure - Facilities master planning - Construction and mod mgmt Provide leadership and vision for breaking old school mold - Select and develops site leadership (principals) - Develop models of new schools and practices and take to scale - Attract and retain students and teachers Support schools - Build tools and structures for school improvement - Ensure accountability - Provide differentiated instructional support and capacity building Builds community - Support local organizations in developing community capacity and engagement

11. All schools share a common core set of characteristics: they are all academically rigorous, equity oriented, community-driven and focused on teaching and learning All schools are small enough to allow students, their families, and teachers to know each other well and develop strong learning relationships Each school has control over the conditions of its success (budget, curriculum, staffing, etc.) and a new relationship with the central administration A wide variety of autonomous schools in the district appeal to different learning styles and interests to allow student/parent choice Individuals in the school hold themselves accountable for student success and demonstrate that success on state mandated tests, school selected metrics and through the satisfaction of its community of students, teachers and families New Small Autonomous Accountable Schools are: IMAGINE A DISTRICT WHERE … Schools of Choice

12. Supports schools so they can focus on relationships and teaching and learning; creates systems for supporting education that operate at a human scale Minimizes fixed costs; focuses on continuous improvement and innovation and new paradigms of service; rapidly adapts to a changing environment Facilitates the delivery of quality support services with common characteristics: updated technology, best business practices and services tailored to schools’ needs Cost and time efficient in delivery of services; driven by the reality that schools control their budgets and choose to purchase services in a competitive marketplace Responsive to schools’ needs; holds itself accountable by measuring schools’ satisfaction with services; leverages opportunities in the community and marketplace Acts as a coordinating hub that facilitates flow of information and best practices between schools, central hub and outside world New Flexible Effective Network The central hub is: IMAGINE A DISTRICT WHERE … Responsive Efficient

13. Local Education Support Network (LESN) “Dysfunctional District” with captive schools Incubation Autonomy Capacity Building Two pathways for schools from the current system to LESN

14. Conclusions The Six Keys to Success keep us focused. Student attendance is vital to our economic recovery. Small Schools will increase student achievement. We must become more efficient and cost- effective. At every level, leadership is the answer.

15. Six Keys to Success Every Principal an Instructional Leader/Entrepreneur Schools Control Own Budgets Accountability for Performance & Budgets * Cost Reductions & Revenue Enhancement Burning Focus on Student Achievement Small Community of Learners Choices Among Unique Schools