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Overview

What is the Balanced Scorecard?

The Balanced Scorecard (BSC) ensures that we are focused on a few common goals designed to improve student achievement, and that we are all clear about what those goals mean for each of us. Educators, parents and others often say we need multiple ways to assess the performance of students and schools. The BSC offers schools and the community at large the opportunity to design just those measures.

For more information, please read Beyond the Talk, SFUSD's strategic plan that articulates some of the challenges we face and the approach we will take to address them. (For a quicker read, here's a one-page summary.)

Outcomes

What we hope to accomplish with the BSC framework.

The BSC will help us understand how well we are achieving the three goals of the strategic plan—and how each school site and department is contributing.

  • For principals: You are working toward the same objectives as every other school, but doing so in a way that is uniquely right for your school community.
  • For teachers: Your work and the work of the teacher next door are focused on common objectives, so that you’re not spinning your wheels or working against each other.
  • For all staff: Regardless of your position, you understand your role in supporting the goals and student achievement.

Responsibilities

What we expect from school sites.

We expect each school site to:

  • Engage their community (including staff, students, families, and School Site Councils) in meaningfully interpreting each goal for their site.
  • Think critically and creatively about their needs and priorities based on evidence gathered during the community engagement process.
  • Continuously evaluate their progress according to the metrics in their scorecards.
  • Working along the milestone dates listed on the Timeline, submit a complete and thoughtful BSC that builds on the district's three Non-Negotiable Objectives.

Usage

What we plan to do with each site's BSC in SY2008-09, and what we promise not to do with it.

The Central Office will use the BSC (and the BSC creation process) to:

  • Redefine and reorganize itself as a school site support organization based on the priorities presented in site scorecards.
  • Foster clear, mutual communication as to how schools will assess their own progress in achieving their BSC objectives, including the districtwide Non-Negotiable Objectives.
  • Provide improved support in future years for creating a balanced scorecard.

This year, scorecards will not be used to:

  • Evaluate performance.
  • Hold sites accountable to specific objectives or measures, including those listed in their BSCs.
"This year is a learning year; we must walk before we can run." —Deputy Superintendent Tony Smith

There is no catch. This year is an opportunity to familiarize ourselves with the strategic plan and the BSC creation process. We will work together to understand (a) how we can best leverage the BSC to realize the district's strategic goals and (b) what support structures must be in place to foster a useful and effective implementation. Next year, we will build on what we have learned this year.

Next Steps

What sites have to do to create a balanced scorecard.

The next step is to begin engaging your community around the strategic plan, truly "the work" of the scorecard creation process. Please continue on to the next section, Engagement Resources.

Document Actions

student needs

Posted by harry Holdorf at Nov 19, 2008 05:21 PM
why haven't I seen the phrase "student needs" yet?

Re: student needs

Posted by Ben Glazer at Nov 24, 2008 06:26 PM
Thanks for your question, Harry. Student needs are very deeply embedded in the goals of the strategic plan. If you look at the Strategic Plan Summary (http://beyondthetalk.org/overview/strategic-plan-summary), for example, you will see student needs in virtually every aspect of the plan.

This site is dedicated to helping SFUSD leaders implement the Balanced Scorecard, which is a tool we are using to facilitate strategic alignment and communication. It certainly does not address or affect student needs in itself. As such, this page answers some structural and administrative questions around the BSC rather than focusing on student needs. However, the content that fills each BSC should be clearly rooted in addressing student needs.

Balanced Score Card Info

Posted by anonymous at Feb 20, 2009 01:53 PM
I am a parent and I am wondering what one would do if they were not happy with the process of their child's school in regards to parental/community input for the school's balanced score card?? I am also curious to know what would happen if what the school submitted for their rough draft was not what the community felt had been agreed upon? What if it actually gets approved by the district? I am also very curious to understand how serious the district will be in making the schools accountable to this score card? Although I feel that my child's school has room to improve in all areas (regardless of what the test scores say), I am especially disheartened by the way the staff treat and speak to the families. I look forward to your reply and will check back regularly. Thank you.

BSC info

Posted by Kevin Truitt at Feb 24, 2009 11:45 AM
I appreciate your comments about the BSC process. Schools are receiving their Draft BSCs on Monday, March 2nd. You should request a copy of the draft from the Principal where you can see exactly what was written in terms of the engagement process. If you have a personal objection, it is always best to try and resolve this with the site principal. I cannot speak for the school itself, but perhaps there was an issue with communicating exactly WHEN the community meetings took place. On March 2nd, all schools will receive a Development Scale which can be used to assess the draft and revise for the April 17th submission date. The next submission will require a "Recommendations and Assurances" sign-off from the Principal and SSC Chair. If after discussing your concerns with the principal you are still not satisfied, then the process would be to contact School Operations and ask to speak to the Asst. Supt. supervising the school and voice your concerns. As for the concern about the way the staff speak to families, this is not about the Balanced Scorecard. It is a universal understanding that all school district employees treat students and their families with respect. We do not actually write that in a BSC. Again, if there are concerns of this nature, this must be brought to the attention of the principal.

No SSC at our high school

Posted by anonymous at Mar 06, 2009 12:34 PM
Hello-
We have no School Site Council at my sons SF Public Charter High School. There used to be something called a Leadership Council but it was defunct when the old principle left his post last year. On several occasions the Parents Group has asked the principle about the Leadership Council and she has always responded that she is too busy to have a meeting and re-activate it. She shrugs it off and takes no action. What happens if there were no meetings and no BSC was filled out? Will the school be held accountable? Will the SFUSD follow up on this? As a parent I want to make sure that our school is doing everything possible to grow and to be successful. I appreciate the advice of Keven T. and wonder about the best way to proceed in our situation.
Where can we look at prior years BSC's?
Thanks!
Barbara

BSC info

Posted by Kevin Truitt at Mar 07, 2009 03:38 PM
Barbara,
So you've peaked my interest and I am sufficiently concerned. All schools, including charters, must have some form of school governance, not necessarily a "School Site Council" but some group representing all the stakeholders that meets regularly. Sound like the school may be in transition with new leadership and perhaps has not gotten traction yet. I would certainly push the issue and ask not "if" but "when" a governing body is going to meet. With school site budgets being reduced the way they are it is not wise for principals to not engage as many stakeholders as possible or the tough decisions will certainly get challenged for lack of input. Like I said, I think the school is somewhat stalled and things will be put in place.
As for the BSC, charter schools do not have to do a Balanced Scorecard. They have the autonomy to write the School Plans in the manner that best communicates their values, vision, strategic action and measurable objectives. If charter school wanted to use the BSC process, which we would of course strongly encourage, then they have the autonomy to make this decision. As for prior years BSCs - this is the first year so there are not prior year BSCs - there are prior year Academic Plans, but not BSC.
Thank you for your comments Barbara

No SSC at our high school

Posted by Barbara at Jun 22, 2009 07:06 PM
Hello Kevin-
Thanks for writing back. I appreciate your comments. Hopefully next year things will settle down and the Leadership Council will start meeting again. We will ask the question again in the fall and will push a little more for meetings to resume.
Barbara