Instructional Improvement System (IIS)
(a.k.a. Learning Management System – LMS)
Needs Analysis Discussion, Planning Meeting,
and Focus Group Session
This presentation was prepared by an independent consulting firm for the
Bill & Melinda Gates Foundation. While the data and analysis contained in
this document were used to inform the foundation, it is not a
representation of the current grant-making strategy.
For more information on the foundation’s strategy, please visit:
www.gatesfoundation.org/education
Prepared for
Bill & Melinda Gates
Foundation
Instructional
Improvement
System (IIS) Project
For nearly two decades, CELT has
helped align leadership, learning,
and technology in support of
improved student learning by
working collaboratively with
educational organizations to
support and transform teaching,
learning, and administrative
processes.
Slide 2
What is the purpose of today’s meeting?
To gather end-user input for developing a
conceptual model, functional requirements, and
performance specifications for an Instructional
Improvement System (IIS) (a.k.a. Learning
Management System)…
 as defined in the Race to the Top (RTTT) application
process and proposal submissions;
 based on IIS/LMS activities currently underway in
learning organizations at all levels;
 and, includes the results of statewide field-based
assessment activities and state-level legislation.
Slide 3
Who are the meeting participants?
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Superintendents of Schools
Chief Academic Officers
Directors of Research and Assessment
Staff Development Coordinators
Chief Information Officers
Library, Media, Instructional Resource Specialists
School Principals
 elementary
 middle
 high school
• Education Association/Consortium Leaders
Slide 4
Who are the CELT facilitators?
Florida Meetings
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John Phillipo
Laurie Keating
Harold Ellis
Lisa Connelly
Ohio Meetings
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Don Ginder
Cyndi Dunlap
John Bowles
Christine Ginder
Slide 5
What is today’s agenda?
• 8:30 – 9:00
Registration and Continental Breakfast
• 9:00 – 9: 15
Welcome and Introductions
• 9: 15 – 9:25
Project Background and Rationale
• 9: 25 – 10:00
IIS (LMS) Vision/Overview
• 10:00 – 10:40
Breakout Session Part I
• 10:40 – 10:50
Break
• 10:50 – 11:15
Breakout Session Part II
• 11:15 – 11:45
Reporting Back and Discussion
• 11:45 – 12:00
Concluding Comments and Next Steps
Slide 6
Who is CELT?
CELT’s Mission
To help learning organizations attain their
vision, mission, and goals by integrating highquality programs, services, and technology
with the organization's people and processes
in a timely, efficient, and cost-effective way.
Slide 7
Project Background and
Rationale
Slide 8
What is the project background?
• The IIS/LMS Project is funded by the Bill &
Melinda Gates Foundation
• CELT serves as the research and development
partner along with the state, regional, local
education agencies and charter schools
• The participating states are Florida and Ohio
Slide 9
What are the project phases and timeline?
• Identify research, best practices,
and field-based needs assessment
Jul/Aug 2010
• Develop IIS/LMS conceptual
model, key components,
functional requirements
Sep/Oct 2010
• Conduct IIS/LMS Fall Institute
Oct/Nov 2010
• Draft vignettes on effective use
of an IIS/LMS application
Dec/Jan 2010-11
Slide 10
What is the rationale for the project?
• As educators, we need to:
 apply technology to our core mission
 reverse the trend of “pulling” data from the
classroom without adequate feedback loops and
data analysis tools for students, teachers, and
parents
 recognize that successful IIS/LMS implementation
is more of an organizational and industry
problem than a technology project
Slide 11
What is the universally accepted core mission
of education?
• Develop the most contemporary standards,
curricula, and assessments
• Coach/facilitate learners through a myriad
of developmental instructional activities
• Identify appropriate instructional strategies
and resources with just-in-time staff
development
• Monitor/assess student progress based
upon a pre-determined set of learner needs
and performance rubrics.
Slide 12
Current and Desired Data Flow
Presently, there is a need to create seamless, continuous,
and transparent feedback loops at all levels
Without feedback loops, data will continue to
remain inaccurate and unreliable.
Slide 13
Current and Desired Data Flow
Presently, there is a need to create seamless, continuous,
and transparent feedback loops at all levels
Without feedback loops, data will continue to
remain inaccurate and unreliable.
Slide 14
Why hasn’t technology helped transform
education?
Every major business or industry in the world, with
the exception of education, has from the onset
applied information technology to its CORE mission
Finance/Banks
(ATM System)
Medical/Health
(MEDLAR)
Education/Learning
(???)
Airline/Travel
(SABRE, Expedia, etc.)
Slide 15
IIS/LMS Overview
Slide 16
IIS/LMS Conceptual Model
Curriculum/
Instruction
Assessment
Strategies
(What?)
(How Well?)
Learners
(Who?)
Instructional
Resources
Staff
Development
(With?)
(By Whom?)
Slide 17
Why hasn’t technology helped transform
education?
Every major business or industry in the world, with
the exception of education, has from the onset
applied information technology to its CORE mission
Finance/Banks
(ATM System)
Medical/Health
(MEDLAR)
Education/Learning
(???)
Airline/Travel
(SABRE, Expedia, etc.)
Slide 18
Curriculum / Instruction (What?)
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Common core standards
State frameworks
Curriculum guides
Courses of study
Content objectives
Process skills
Technology competencies
Instructional practices
Slide 19
Instructional Resources (With what?)
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Software
Internet, web
Manipulatives
Multi-media resources
Textbooks
Lesson plans
Field trips
Guest speakers
Slide 20
Assessment Strategies (How well?)
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State – high stakes
District - benchmark
School - interim
Classroom – formative/authentic/performance
 Journal
 Quiz
 Interview
 Essay
 Project
 Test
 Portfolio
 Other
• Home/Student – self-assessment and correlation
Slide 21
Staff Development (By whom?)
• Staff proficiencies
 Skills
 Knowledge
 Behavioral attributes
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Staff profiles
Staff development programs
Job portfolios
Individual staff development plans
Supervision and evaluation strategies
Slide 22
Learners (Who?)
• Students
 Learning profile
 Growth pattern
 Academic progress
• Community members
 Teachers
 Parents
 Senior citizens
 Business/industry leaders
Slide 23
What is the IIS/LMS integration strategy?
BUSINESS SYSTEM
COMPONENTS
MISSION -CRITICAL
DECISION -SUPPORT ENGINE
DIGITAL LEARNING
DASHBOARD
Integrated Network/Communications Infrastructure for Voice,
Learner
Centered
Data and
Reporting
Analysis
Video, Data,
Security,
Energyand
Management
Student
Information
System
Financial
Management
System
Gradebook , Planbook , & Portfolios
Curriculum/
Instruction
(What?)
Learner and Teacher Desktop Tools
Instructional Support Services
(Tutoring, Homework Hotline, etc.)
Operational
Support
Systems
Human
Resource
Management
Assessment
(How Well?
Learners
(Who?)
Education
Portal
• Students
• Teachers
• Parents
• Administrators
Instructional
Resources
(With?)
Staff
(By Whom?)
Communication/Collaboration
(School, Home, Community)
Asset Planning and
Management
Systems
Network Communications Infrastructure and Help Desk
Standards/Lesson Plans
$
Slide 24
Desired Outcomes of an IIS/LMS
1. Accurate and timely information about student
achievement in support of decision making at
all levels
2. Parents and community members participating
more fully in the learning process
3. Students assuming an active role and
accepting responsibility for their
educational experience
4. Staff empowered to work cooperatively
to increase student achievement, enhance
productivity, and improve accountability
continued…
Slide 25
Desired Outcomes of an LMS (continued)
5. Student achievement linked with
staff development programs
6. Standards correlated to
instructional practices, assessment
strategies, and staff development programs
7. Gaps identified in instructional programs for
adequacy of instructional resources, assessment
items, and staff proficiencies
8. Ability to determine cost/benefit of instructional
programs and learning resources
Slide 26
Breakout Sessions
Slide 27
What are the questions that need to be answered?
1. What are the key components of a
comprehensive IIS/LMS?
2. What is the required functionality?
3. Who are the major users of a web-based IIS/LMS
and what is the impact upon them?
4. What are the unique needs of the various users?
5. What are the systems (data) integration
requirements with LEA (SIS, FMS, DSS)
applications and state-level reporting systems?
continued…
Slide 28
What are the questions? (continued)
6. What is the impact of an easy-to-use and rolebased IIS/LMS on:

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curriculum?
assessment?
staff development?
student profile and achievement?
learning resources?
7. What are the barriers to successful
implementation of an integrated LMS?
 funding?
 process improvements?
 time?
Slide 29
Reporting Back
Slide 30
Closing Comments
and
Next Steps
Slide 31
We Must Systemically Change the Way
We Manage Change
“You can always trust Americans to do the
right thing after they have tried to do
everything else.”
Sir Winston Churchill
Slide 32
Technology and Education
The Critical Success Factors:
Planning
Leadership
Funding
Partnership
Slide 33
Critical Mass* of 21st Century Resources
Staff
Time
Money
Technology
* Amount of the innovation required to provide a substantial/measurable
change in productivity and/or learning.
Slide 34
How can you contact CELT?
Ohio Project Lead:
Mr. Don Ginder
Florida Project Lead:
Dr. John R. Phillipo
E-mail:
Office:
Fax:
E-mail:
Office:
Fax:
dginder@celtcorp.com
(508) 624-4474 ex. 1221
(508) 624-6565
jphillipo@celtcorp.com
(508) 624-4474 ex. 1207
(508) 624-6565
Center for Educational Leadership and Technology (CELT)
65 West Boston Post Road, Suite 200
Marlborough, Massachusetts 01752
Website: www.celtcorp.com
Slide 35