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Innovative Approaches to Offsite Monitoring and TA Provision
Greta Colombi, NDTAC
Onsite monitoring reviews tend to be short and infrequent.
Staff turnover tends to be high. Title I, Part D, requirements can be challenging to
understand. Offsite monitoring is often necessary but can be
challenging without effective communication and tools that help to Coordinate the receipt of appropriate materials
Coordinate between your team of reviewers
Address issues as they arise
2
Monitoring Challenges
Discuss ways to conduct offsite monitoring
Review innovative tools you can use to improve the monitoring experience, including when providing technical assistance (TA)
Do activity
3
Agenda
Consider ways you could either begin or improve your offsite monitoring process
Become familiar with innovative tools you could use for offsite monitoring and providing TA between reviews
4
Outcomes
Two primary methods
Desktop monitoring
State education agency (SEA) requests information/ data, subgrantees submit, and SEA determines compliance
Self assessment
Subgrantees complete and inform SEAs of compliance
5
Conducting Offsite Monitoring
1. Set offsite monitoring schedule
2. Develop tools/protocols
3. Gather information/data
4. Review information/data
5. Respond to information/data provided
6
Offsite Monitoring Process
In light of onsite monitoring schedule, how often do you need to conduct offsite monitoring?
What method(s) do you plan on using and when?
7
1. Set Offsite Monitoring Schedule
What requirements do you wish to review?
Is there anything else you would like to know?
Do you have questions based on your review of their data and onsite monitoring results?
Are there broader issues that you wish to investigate?
8
2. Determine What Information/Data To Collect
What tools could you use? Forms Checklists
9
3. Collect Information/Data
What vehicles could you use? E-mail Online system Web-based survey State system Video/phone conference Other
How will you analyze the information/data?
Identify problematic patterns
Identify good examples that can be shared
10
4. Review Information/Data
How will you review the information/
data? Confirm receipt
Confirm completeness
Confirm quality
11
5. Respond to Submitted Information/Data
How will you respond to identified findings?
SEA writes official response/corrective action plan.
Subgrantee submits plan to address areas of noncompliance.
How will you respond to findings and other identified issues? Develop a tiered TA approach based on analyses of results
Tier 1: TA for all
Tier 2: TA for some
Tier 3: TA for a few
12
Innovative Communication Tools
Podcasts Social bookmarking Social networks Learning management
systems Webinars
Blogs Wikis Document-sharing
applications Collaborative
applications Online forum
Document sharing can be used to coordinate monitoring work among your SEA team of reviewers.
Google Docs in Plain English-sharing files http://video.google.com/videoplay?docid=5270543939540408357#
13
Example of Creative Solution
14
Training Options
Face-to-face training
Webinars
Self-directed courses
Facilitated online course
15
Activity
In pairs, discuss what innovative tools and strategies can be used by each offsite monitoring step (does not have to be in handout)
Report out (each pair is assigned to a step)