D1- Leveraging PBIS Implementation Leader Presenters: Rob Horner, University of Oregon Caryn Ward, University of North Carolina (SISEP) Key Words: Evaluation, Implementation, Leveraging

Objective Define the role of “resource leveraging” in the implementation of PBIS for large districts, regions and states. Summarize Horner, R., Ward, C., Fixsen, D., Sugai, G., McIntosh, K., Putnam, B., & Little H. (under review). Resource leveraging to achieve large-scale implementation of Effective Educational Practices.

Assumptions Implementation occurs in stages Exploration Installation Initial Implementation Full Implementation Implementation is also cyclical Demonstration Small-scale adoption Systems change Large-scale adoption

Where are you in the implementation process Where are you in the implementation process? Adapted from Fixsen & Blase, 2005 We think we know what we need so we are planning to move forward (evidence-based) Exploration & Adoption Let’s make sure we’re ready to implement (capacity infrastructure) Installation Let’s give it a try & evaluate (demonstration) Initial Implementation That worked, let’s do it for real and implement all tiers across all schools (investment) Let’s make it our way of doing business & sustain implementation (institutionalized use) Full Implementation

Implementation Resources Resource Leveraging Resource leveraging is the process by which initial investment in personnel, materials, and events to achieve a targeted goal results in additional investment being allocated toward that goal. Implementation Resources Imp Resources Goal Goal Results

Schools Implementing PBIS August, 2017 ----------------------------------- 13,832,582 Students 3367 High Schools

Schools Implementing PBIS August, 2017 21 States with over 500 schools using PBIS

One Example: California Initial adoption of PBIS Development of California PBIS Coalition Cal TAC Dissemination of fidelity and impact outcomes State legislation State and Federal Funding

Local School Demonstrations Visibility Political Support Funding Policy Leadership Team Active Coordination Training Coaching Technical Expertise Evaluation Local School Demonstrations

Funding Political Support Visibility Policy CDE Cal MHSA CCSESA K-12 SMHI Region Leads Active Coordination Training Coaching Behavior Expertise Evaluation Data Collection County Office of Education Local School/District Teams/Demonstrations

Main Messages Build implementation plans that assume resource leveraging will be needed. It typically takes 2-3 years for PBIS implementation to generate the results needed for leveraging Number of schools Level of fidelity of PBIS Tier I implementation Improvement in student outcomes (ODR, academic) Plan for formal marketing and dissemination of initial implementation efforts/ outcomes.

Demonstrating a Leveraging Effect Document that schools can adopt PBIS with fidelity. Use the TFI Report fidelity data Document that adoption of PBIS is cost effective Build district capacity Use local teams Document improved student outcomes Office discipline referrals Attendance Suspensions/ Expulsion Reduction in discipline disproportionality Improved academic outcomes Link Social and Academic gains

Elements of Resource Leveraging

Example #2: Midwestern State $1.3 Million MTSS: Integrated Reading & Behavior Model 65 schools across 5 districts $5.8 Million per year (federal & state) 8 Regional Agencies 77 School Districts (29 integrated) Adequate Fidelity (Behavior) Increased Attendance rates Improved oral reading fluency rates Reduced problem behavior Improved behavior climate Consolidation of less effective projects Policy implications: 3rd grade reading law, Governor special task force

Myth of the Perpetual Motion Machine Cant Scale without Sustaining: Local Capacity Building Needed

Local District Capacity and Fidelity Matrix Midwest Suburban District (26 schools): PBIS Implementation 2010-present Implementation District 2013-present (Transformation Zone) Capacity Fidelity DCA= District Capacity Assessment

District Capacity and Fidelity Matrix   # Schools w/No Data Decrease # Schools at fidelity # Schools at fidelity same Increase # Schools at fidelity 60 % or more schools at fidelity DCA > 80 DCA 60 - 80 DCA < 60 * * * T3, T4,T5 Capacity * T2 * Time 1

District: Impact on Students Outcomes Midwest Suburban District (26 schools): PBIS Implementation 2010-present Implementation District 2013-present

Transformation Zone A methodology for capacity building and scaling that uses resource leveraging

Transformation Zone Vertical slice of the system Small enough to be manageable (N = 1-3 Regions; up to 15 districts) Representative of key aspects Large enough to disturb the system Resource alignment Intentional use of PDSA Cycles Establish Practice-Policy Feedback Loops Cycle

Repurposing of Structures, Roles, & Functions System Leadership Team System Implementation Team Regional Implementation Team Executive Sponsor Team Transformation Zone District Implementation Team District Implementation Team District Implementation Team Building Implementation Team Building Implementation Team Building Implementation Team Building Implementation Team Building Implementation Team Building Implementation Team Building Implementation Team Building Implementation Team

Example State Capacity: Math Practices

Example Regional Capacity: Math

Example District Capacity: Math

Example: Schools Capacity for Math

Example: Baseline Classroom Fidelity

Planning for Resource Leveraging In your implementation experience, What points in time of an implementation should resource leveraging be considered and decisions made? Where are implementation efficiencies often seen in initial implementation efforts that can be leveraged? Where are resources sources for sustainability and/or scaling more likely to come from?

Maximizing Your Session Participation When Working In Your Team Consider 4 questions: Where are we in our implementation? What did I hope to learn? What did I learn? What will I do with what I learned?

Leadership Team Action Planning Worksheets: Steps Self-Assessment: Accomplishments & Priorities Leadership Team Action Planning Worksheet Session Assignments & Notes: High Priorities Team Member Note-Taking Worksheet Action Planning: Enhancements & Improvements

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