QUALITY MANAGEMENT SYSTEM
(QMS)
for
SCHOOL-BASED EDUCATORS
PRINCIPALS’ ASSOCIATION MEETING
Date: 21 February 2020
Venue: DBE
Contents
• Purpose
• Background
• What is QMS?
• Differences – QMS & IQMS
• Contents of CA 2 of 2014
• Key elements
• Performance Standards
• Principal appraisals
• Disagreements and Grievances
• Training and Capacity Building
• Financial Implications
• Recommendations
Purpose
To request the Principals’ Association meeting:
• to note ELRC Collective Agreement 02 of
•
2014 on the Quality Management System (QMS)
and its Addendum for school-based educators; and
to note and discuss the QMS Management Plan for
2020 and 2021.
Background
•
Collective Agreement 02 of 2014 on the Quality
Management System (QMS) for school-based educators was
approved by all parties at ELRC in November 2014.
•
The agreement was finalised by the ELRC on 03 September
2019.
•
An addendum to the agreement outlining the timeframes
for training, capacity building and implementation was
signed by all parties on 10 September 2020.
ELRC Collective Agreement 2 of 2014
LINK TO COLLECTIVE AGREEMENT 2 OF 2014
The QMS Collective Agreement and its Addendum are available on
the ELRC website and can be downloaded through the links below:
a) QMS Collective Agreement:
https://www.elrc.org.za/sites/default/files/documents/CA%202%2
0of%202014-compressed.pdf
b) QMS Addendum:
https://www.elrc.org.za/sites/default/files/documents/Addendum
%20to%20CA%202%20of%202014.pdf
What is the QMS?
• The QMS, which was developed collaboratively in the ELRC by the
department and teacher unions, is a streamlined performance management
system designed to measure the performance of educators in line with their
respective roles and responsibilities.
• It has delinked the PGP which formed part of the IQMS framework. This
avoids duplication as the professional development of educators is
addressed through structures provided in the Integrated Strategic
Framework for Teacher Education and Development (ISPFTED).
• The QMS introduces a work plan which must be completed and signed by
Principals, Deputy Principals and Heads of Departments with their
immediate supervisors. The Circuit Manager has a pivotal role in agreeing
on a workplan with principals with clear annual targets for improvement.
The work plan did not feature in the IQMS.
Differences between QMS and IQMS
• Educator appraisals in the IQMS are conducted annually. The QMS
introduces a mid-year educator appraisal followed by an annual appraisal.
• The DSG was responsible for educator appraisal and development in the
IQMS. The QMS strengthens the role of the SMT who are required to
conduct the performance appraisals of educators, including classroom
observations.
• The number of Performance standards for educators in each post level has
been reduced and the criteria for each performance standard focus on the
deliverables within a school.
• The process will now be driven by the principal and managed by the SMT,
and not the elected SDT.
Contents of Collective Agreement
Section
A
B
C
D
E
F
Description
Information Resource Pack
QMS Appraisal Instruments (Post Level 1)
QMS Work plan and Appraisal
Instruments for PL 2 Educators (Heads of
Departments)
QMS Work plan and Appraisal
Instruments for PL 3 (Deputy Principals)
QMS Work plan and Appraisal
Instruments for PL 4 (Principals)
• Summative scores for school
• Lesson observation instrument
Page
6
21
32
46
65
85
Performance
Standards
Creation of a
positive
learning
environment
Extra-mural
and cocurricular
participation
Professional
conduct
Post
Level 1
Curriculum
knowledge,
lesson
planning and
presentation
Learner
assessment
and
achievement
Performance Standards (PL 1)
Performance Standard
No. of
Criteria
No. of
descriptors
1. Creation of a positive learning environment
2
2. Curriculum knowledge, lesson
4
planning and presentation
3. Learner assessment and achievement
3
4. Professional conduct
2
5. Extra-mural and co-curricular
1
participation
Total
12
Maximum Score = 152
Classroom Observation: Performance Standards 1 - 3
7
12
7
9
3
38
ELRC Collective Agreement Number 2 of 2014 (pages 29-33)
Performance Standards: Departmental Head – PL 2
Creation of a
positive
learning
environment
Management
of Curriculum
Curriculum
knowledge,
lesson
planning and
presentation
POST
LEVEL 2
Extra-mural
and cocurricular
participation
Learner
assessment
and
achievement
Professional
conduct
Performance Standards (PL 2)
Performance Standard
No. of
Criteria
No. of
descriptors
1. Creation of a positive learning environment
2
2. Curriculum knowledge, lesson
4
planning and presentation
3. Learner assessment and achievement
3
4. Professional conduct
2
5. Extra-mural and co-curricular
1
participation
6. Management of the curriculum
4
Total
16
Maximum Score = 228
Classroom Observation: Performance Standards 1 - 3
7
12
7
9
3
19
57
ELRC Collective Agreement Number 2 of 2014 (pages 41-46)
Leading the
learning
school
Management
and advocacy of
extra-mural
activities
Shaping the
direction and
development
of the school
Principal /
Managing
human
resources
(staff) in the
school
Deputy
Principal
Managing the
school as an
organization
Managing
quality and
securing
accountability
Developing
and
empowering
self and others
Performance Standards
(Deputy Principal)
Performance Standard
1. Leading the learning school
2. Shaping the direction and development of the
school
3. Managing quality and securing accountability
4. Developing and empowering self and others
5. Managing the school as an organization
6. Managing human resources (staff) in the school
7. Management and advocacy of extra-mural
activities
Total
Maximum Score = 148
No. of
Criteria
No. of
descriptors
2
13
2
6
2
2
3
1
5
4
5
2
1
2
13
37
Classroom Observation: Performance Standard 1 (Criterion 1)
ELRC Collective Agreement Number 2 of 2014 (pages 56-65)
Performance Standards (Principal)
Performance Standard
No. of
Criteria
No. of
descriptors
1. Leading the learning school
2
15
2. Shaping the direction and development of the
school
2
13
3. Managing quality and securing accountability
2
11
4. Developing and empowering self and others
5. Managing the school as an organization
6. Managing human resources (staff) in the school
7. Management and advocacy of extra-mural
activities
Total
2
3
1
9
14
5
1
4
13
71
Maximum Score = 284
Classroom Observation: Performance Standard 1 (Criterion 1)
ELRC Collective Agreement Number 2 of 2014 (pages 75-85)
Principal appraisals
•
•
The appraisal instrument provides a weighting to
differentiate the appraisal of principals according to
their teaching load.
The weighting applies to principals who teach 30%
or more of the scheduled teaching time and those
who teach for less than 30% of the scheduled
teaching time.
Disagreements and Grievances
Disagreements and Grievances resolved at:
•School Level;
•Circuit Level; and
•ELRC dispute resolution process.
Training and
Capacity Building
Technical Task Team
• A QMS Technical Task Team was formed by the ELRC engaged in the
development of training resources and planned for capacity building and
implementation. Training resources are in electronic form and will be placed
on the DBE / Teacher Union websites.
• An Addendum to the Collective Agreement states that training and capacity
building on the QMS across all PEDs will take in 2020 while full
implementation in schools will occur in January 2021.
• A training strategy and roll-out management plan has been developed. The
key features of the training strategy are:
o Training in PEDs will be undertaken by a Provincial Training Team (PTT)
using a set of resources developed at National level; and
o All school based educators will be trained from April 2020 to September
2020. The duration of each training session will be 4-5 hours.
TRAINING PLANS
• National and Provincial Training Teams (NTT / PTT) comprising departmental
officials as well as teacher union representatives have been established.
• Composition of NTT (147):
Province
District Officials
Labour
•
1 per District (75)
5 per Province (45)
(3 SADTU + 2 ATU)
3 per Head Office (27)
• Composition of PTT (1 464):
District officials
Circuit Managers
Labour
1 per District (75)
1 per Circuit (1014)
5 per District (375)
(3 SADTU + 2 ATU)
• The PTT is responsible for the advocacy and training of all educators in schools
through direct-contact sessions or video conferencing.
TRAINING PLANS (cont.)
Training of Educators by Provincial Training Team
Province
Total number of
No. of
training sessions No. of
Training
made up of 50
Teams
Number of No. of PTT: Total No.
Sessions/
educators per
[3
schools Educators of Facilitators
Days for 3
session (Total Facilitators
Trainers per
No. Educators ÷ per team]
team
50)
Eastern Cape
5 236
59 324
286
1 186
95
12
Free State
1 155
22 640
81
453
27
17
Gauteng
2 068
69 180
263
1 384
88
16
KwaZulu-Natal
5 788
90 288
275
1 806
92
20
Limpopo
3 794
51 640
201
1 033
67
15
Mpumalanga
1 773
33 681
92
674
31
22
North West
1 455
26 128
93
523
31
17
545
10 227
61
205
20
10
1 441
35 681
112
714
37
19
23 255 398 789
1 464
7 976
488
148
Northern Cape
Western Cape
Total
TRAINING DATES
• The scheduled dates for training of the Core and National Training Team
members who were nominated by PEDs are as follows:
Team / Province
Core Training Team (Lead Trainers)
Dates
18-19 February 2020
National Training Team:
a) Cluster 1 (Free State, KwaZulu-Natal and 27-28 February 2020
Mpumalanga)
b) Cluster 3 (Gauteng, Limpopo and North
West)
a) Cluster 2 (Eastern Cape, Northern Cape
and Western Cape)
02-03 March 2020
MANAGEMENT PLAN 2020
ACTIVITY
Issue notification of QMS training to schools
TIME-FRAME
16 Mar 2020
RESPONSIBILITY
PEDs
Training of PTT
End date 31 Mar
2020
1 April 2020
NTT / PEDs /
PELRC
PEDs / PELRC
Confirmation of clusters/groups and dates /
training venues for school-based educators
Monitor and report on QMS training
QMS training of school-based educators
1 Mar - 30 Sep 2020 NTT
DBE
ELRC
1 Apr – 30 Sep 2020 PTTs
Readiness of PEDs for QMS implementation
30 Sep 2020
DBE / PEDs
Mop up training of educators
30 Oct 2020
PTT
Completion of draft workplans for 2021 in
schools
Progress reports
30 Nov 2020
Principals/SMTs
Monthly - 2020
PEDs / PELRC
Financial Implications
• The total budget required for the roll-out of the training
strategy so that every educator is ready for implementation of
QMS in January 2021 is R 121 million.
• The cost of training will be the joint responsibility of the ELRC,
PEDs and DBE.
• PEDs were requested to submit their QMS training plans to
their Skills Development Committees to enable funding from
the provincial Skills Levy Budget.
• The ELRC has taken responsibility to fund the training of the
Core (30) and the National Training Team (147).
Recommendation
It is recommended that the Principals’ Association
meeting:
•
notes the ELRC Collective Agreement 02 of
2014 on the Quality Management System (QMS)
and its Addendum for school-based educators; and
•
notes and discusses the QMS Management Plan for
2020 and 2021.