John Bailey – Education Next https://www.educationnext.org A Journal of Opinion and Research About Education Policy Wed, 09 Aug 2023 14:04:11 +0000 en-US hourly 1 https://wordpress.org/?v=5.4.2 https://i2.wp.com/www.educationnext.org/wp-content/uploads/2020/06/e-logo-1.png?fit=32%2C32&ssl=1 John Bailey – Education Next https://www.educationnext.org 32 32 181792879 AI in Education https://www.educationnext.org/a-i-in-education-leap-into-new-era-machine-intelligence-carries-risks-challenges-promises/ Tue, 08 Aug 2023 09:00:22 +0000 https://www.educationnext.org/?p=49716825 The leap into a new era of machine intelligence carries risks and challenges, but also plenty of promise

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In Neal Stephenson’s 1995 science fiction novel, The Diamond Age, readers meet Nell, a young girl who comes into possession of a highly advanced book, The Young Lady’s Illustrated Primer. The book is not the usual static collection of texts and images but a deeply immersive tool that can converse with the reader, answer questions, and personalize its content, all in service of educating and motivating a young girl to be a strong, independent individual.

Such a device, even after the introduction of the Internet and tablet computers, has remained in the realm of science fiction—until now. Artificial intelligence, or AI, took a giant leap forward with the introduction in November 2022 of ChatGPT, an AI technology capable of producing remarkably creative responses and sophisticated analysis through human-like dialogue. It has triggered a wave of innovation, some of which suggests we might be on the brink of an era of interactive, super-intelligent tools not unlike the book Stephenson dreamed up for Nell.

Sundar Pichai, Google’s CEO, calls artificial intelligence “more profound than fire or electricity or anything we have done in the past.” Reid Hoffman, the founder of LinkedIn and current partner at Greylock Partners, says, “The power to make positive change in the world is about to get the biggest boost it’s ever had.” And Bill Gates has said that “this new wave of AI is as fundamental as the creation of the microprocessor, the personal computer, the Internet, and the mobile phone.”

Over the last year, developers have released a dizzying array of AI tools that can generate text, images, music, and video with no need for complicated coding but simply in response to instructions given in natural language. These technologies are rapidly improving, and developers are introducing capabilities that would have been considered science fiction just a few years ago. AI is also raising pressing ethical questions around bias, appropriate use, and plagiarism.

In the realm of education, this technology will influence how students learn, how teachers work, and ultimately how we structure our education system. Some educators and leaders look forward to these changes with great enthusiasm. Sal Kahn, founder of Khan Academy, went so far as to say in a TED talk that AI has the potential to effect “probably the biggest positive transformation that education has ever seen.” But others warn that AI will enable the spread of misinformation, facilitate cheating in school and college, kill whatever vestiges of individual privacy remain, and cause massive job loss. The challenge is to harness the positive potential while avoiding or mitigating the harm.

What Is Generative AI?

Artificial intelligence is a branch of computer science that focuses on creating software capable of mimicking behaviors and processes we would consider “intelligent” if exhibited by humans, including reasoning, learning, problem-solving, and exercising creativity. AI systems can be applied to an extensive range of tasks, including language translation, image recognition, navigating autonomous vehicles, detecting and treating cancer, and, in the case of generative AI, producing content and knowledge rather than simply searching for and retrieving it.

Foundation models” in generative AI are systems trained on a large dataset to learn a broad base of knowledge that can then be adapted to a range of different, more specific purposes. This learning method is self-supervised, meaning the model learns by finding patterns and relationships in the data it is trained on.

Large Language Models (LLMs) are foundation models that have been trained on a vast amount of text data. For example, the training data for OpenAI’s GPT model consisted of web content, books, Wikipedia articles, news articles, social media posts, code snippets, and more. OpenAI’s GPT-3 models underwent training on a staggering 300 billion “tokens” or word pieces, using more than 175 billion parameters to shape the model’s behavior—nearly 100 times more data than the company’s GPT-2 model had.

By doing this analysis across billions of sentences, LLM models develop a statistical understanding of language: how words and phrases are usually combined, what topics are typically discussed together, and what tone or style is appropriate in different contexts. That allows it to generate human-like text and perform a wide range of tasks, such as writing articles, answering questions, or analyzing unstructured data.

LLMs include OpenAI’s GPT-4, Google’s PaLM, and Meta’s LLaMA. These LLMs serve as “foundations” for AI applications. ChatGPT is built on GPT-3.5 and GPT-4, while Bard uses Google’s Pathways Language Model 2 (PaLM 2) as its foundation.

Some of the best-known applications are:

ChatGPT 3.5. The free version of ChatGPT released by OpenAI in November 2022. It was trained on data only up to 2021, and while it is very fast, it is prone to inaccuracies.

ChatGPT 4.0. The newest version of ChatGPT, which is more powerful and accurate than ChatGPT 3.5 but also slower, and it requires a paid account. It also has extended capabilities through plug-ins that give it the ability to interface with content from websites, perform more sophisticated mathematical functions, and access other services. A new Code Interpreter feature gives ChatGPT the ability to analyze data, create charts, solve math problems, edit files, and even develop hypotheses to explain data trends.

Microsoft Bing Chat. An iteration of Microsoft’s Bing search engine that is enhanced with OpenAI’s ChatGPT technology. It can browse websites and offers source citations with its results.

Google Bard. Google’s AI generates text, translates languages, writes different kinds of creative content, and writes and debugs code in more than 20 different programming languages. The tone and style of Bard’s replies can be finetuned to be simple, long, short, professional, or casual. Bard also leverages Google Lens to analyze images uploaded with prompts.

Anthropic Claude 2. A chatbot that can generate text, summarize content, and perform other tasks, Claude 2 can analyze texts of roughly 75,000 words—about the length of The Great Gatsby—and generate responses of more than 3,000 words. The model was built using a set of principles that serve as a sort of “constitution” for AI systems, with the aim of making them more helpful, honest, and harmless.

These AI systems have been improving at a remarkable pace, including in how well they perform on assessments of human knowledge. OpenAI’s GPT-3.5, which was released in March 2022, only managed to score in the 10th percentile on the bar exam, but GPT-4.0, introduced a year later, made a significant leap, scoring in the 90th percentile. What makes these feats especially impressive is that OpenAI did not specifically train the system to take these exams; the AI was able to come up with the correct answers on its own. Similarly, Google’s medical AI model substantially improved its performance on a U.S. Medical Licensing Examination practice test, with its accuracy rate jumping to 85 percent in March 2021 from 33 percent in December 2020.

These two examples prompt one to ask: if AI continues to improve so rapidly, what will these systems be able to achieve in the next few years? What’s more, new studies challenge the assumption that AI-generated responses are stale or sterile. In the case of Google’s AI model, physicians preferred the AI’s long-form answers to those written by their fellow doctors, and nonmedical study participants rated the AI answers as more helpful. Another study found that participants preferred a medical chatbot’s responses over those of a physician and rated them significantly higher, not just for quality but also for empathy. What will happen when “empathetic” AI is used in education?

Other studies have looked at the reasoning capabilities of these models. Microsoft researchers suggest that newer systems “exhibit more general intelligence than previous AI models” and are coming “strikingly close to human-level performance.” While some observers question those conclusions, the AI systems display an increasing ability to generate coherent and contextually appropriate responses, make connections between different pieces of information, and engage in reasoning processes such as inference, deduction, and analogy.

Despite their prodigious capabilities, these systems are not without flaws. At times, they churn out information that might sound convincing but is irrelevant, illogical, or entirely false—an anomaly known as “hallucination.” The execution of certain mathematical operations presents another area of difficulty for AI. And while these systems can generate well-crafted and realistic text, understanding why the model made specific decisions or predictions can be challenging.

The Importance of Well-Designed Prompts

Using generative AI systems such as ChatGPT, Bard, and Claude 2 is relatively simple. One has only to type in a request or a task (called a prompt), and the AI generates a response. Properly constructed prompts are essential for getting useful results from generative AI tools. You can ask generative AI to analyze text, find patterns in data, compare opposing arguments, and summarize an article in different ways (see sidebar for examples of AI prompts).

One challenge is that, after using search engines for years, people have been preconditioned to phrase questions in a certain way. A search engine is something like a helpful librarian who takes a specific question and points you to the most relevant sources for possible answers. The search engine (or librarian) doesn’t create anything new but efficiently retrieves what’s already there.

Generative AI is more akin to a competent intern. You give a generative AI tool instructions through prompts, as you would to an intern, asking it to complete a task and produce a product. The AI interprets your instructions, thinks about the best way to carry them out, and produces something original or performs a task to fulfill your directive. The results aren’t pre-made or stored somewhere—they’re produced on the fly, based on the information the intern (generative AI) has been trained on. The output often depends on the precision and clarity of the instructions (prompts) you provide. A vague or poorly defined prompt might lead the AI to produce less relevant results. The more context and direction you give it, the better the result will be. What’s more, the capabilities of these AI systems are being enhanced through the introduction of versatile plug-ins that equip them to browse websites, analyze data files, or access other services. Think of this as giving your intern access to a group of experts to help accomplish your tasks.

One strategy in using a generative AI tool is first to tell it what kind of expert or persona you want it to “be.” Ask it to be an expert management consultant, a skilled teacher, a writing tutor, or a copy editor, and then give it a task.

Prompts can also be constructed to get these AI systems to perform complex and multi-step operations. For example, let’s say a teacher wants to create an adaptive tutoring program—for any subject, any grade, in any language—that customizes the examples for students based on their interests. She wants each lesson to culminate in a short-response or multiple-choice quiz. If the student answers the questions correctly, the AI tutor should move on to the next lesson. If the student responds incorrectly, the AI should explain the concept again, but using simpler language.

Previously, designing this kind of interactive system would have required a relatively sophisticated and expensive software program. With ChatGPT, however, just giving those instructions in a prompt delivers a serviceable tutoring system. It isn’t perfect, but remember that it was built virtually for free, with just a few lines of English language as a command. And nothing in the education market today has the capability to generate almost limitless examples to connect the lesson concept to students’ interests.

Chained prompts can also help focus AI systems. For example, an educator can prompt a generative AI system first to read a practice guide from the What Works Clearinghouse and summarize its recommendations. Then, in a follow-up prompt, the teacher can ask the AI to develop a set of classroom activities based on what it just read. By curating the source material and using the right prompts, the educator can anchor the generated responses in evidence and high-quality research.

However, much like fledgling interns learning the ropes in a new environment, AI does commit occasional errors. Such fallibility, while inevitable, underlines the critical importance of maintaining rigorous oversight of AI’s output. Monitoring not only acts as a crucial checkpoint for accuracy but also becomes a vital source of real-time feedback for the system. It’s through this iterative refinement process that an AI system, over time, can significantly minimize its error rate and increase its efficacy.

Uses of AI in Education

In May 2023, the U.S. Department of Education released a report titled Artificial Intelligence and the Future of Teaching and Learning: Insights and Recommendations. The department had conducted listening sessions in 2022 with more than 700 people, including educators and parents, to gauge their views on AI. The report noted that “constituents believe that action is required now in order to get ahead of the expected increase of AI in education technology—and they want to roll up their sleeves and start working together.” People expressed anxiety about “future potential risks” with AI but also felt that “AI may enable achieving educational priorities in better ways, at scale, and with lower costs.”

AI could serve—or is already serving—in several teaching-and-learning roles:

Instructional assistants. AI’s ability to conduct human-like conversations opens up possibilities for adaptive tutoring or instructional assistants that can help explain difficult concepts to students. AI-based feedback systems can offer constructive critiques on student writing, which can help students fine-tune their writing skills. Some research also suggests certain kinds of prompts can help children generate more fruitful questions about learning. AI models might also support customized learning for students with disabilities and provide translation for English language learners.

Teaching assistants. AI might tackle some of the administrative tasks that keep teachers from investing more time with their peers or students. Early uses include automated routine tasks such as drafting lesson plans, creating differentiated materials, designing worksheets, developing quizzes, and exploring ways of explaining complicated academic materials. AI can also provide educators with recommendations to meet student needs and help teachers reflect, plan, and improve their practice.

Parent assistants. Parents can use AI to generate letters requesting individualized education plan (IEP) services or to ask that a child be evaluated for gifted and talented programs. For parents choosing a school for their child, AI could serve as an administrative assistant, mapping out school options within driving distance of home, generating application timelines, compiling contact information, and the like. Generative AI can even create bedtime stories with evolving plots tailored to a child’s interests.

Administrator assistants. Using generative AI, school administrators can draft various communications, including materials for parents, newsletters, and other community-engagement documents. AI systems can also help with the difficult tasks of organizing class or bus schedules, and they can analyze complex data to identify patterns or needs. ChatGPT can perform sophisticated sentiment analysis that could be useful for measuring school-climate and other survey data.

Though the potential is great, most teachers have yet to use these tools. A Morning Consult and EdChoice poll found that while 60 percent say they’ve heard about ChatGPT, only 14 percent have used it in their free time, and just 13 percent have used it at school. It’s likely that most teachers and students will engage with generative AI not through the platforms themselves but rather through AI capabilities embedded in software. Instructional providers such as Khan Academy, Varsity Tutors, and DuoLingo are experimenting with GPT-4-powered tutors that are trained on datasets specific to these organizations to provide individualized learning support that has additional guardrails to help protect students and enhance the experience for teachers.

Google’s Project Tailwind is experimenting with an AI notebook that can analyze student notes and then develop study questions or provide tutoring support through a chat interface. These features could soon be available on Google Classroom, potentially reaching over half of all U.S. classrooms. Brisk Teaching is one of the first companies to build a portfolio of AI services designed specifically for teachers—differentiating content, drafting lesson plans, providing student feedback, and serving as an AI assistant to streamline workflow among different apps and tools.

Providers of curriculum and instruction materials might also include AI assistants for instant help and tutoring tailored to the companies’ products. One example is the edX Xpert, a ChatGPT-based learning assistant on the edX platform. It offers immediate, customized academic and customer support for online learners worldwide.

Regardless of the ways AI is used in classrooms, the fundamental task of policymakers and education leaders is to ensure that the technology is serving sound instructional practice. As Vicki Phillips, CEO of the National Center on Education and the Economy, wrote, “We should not only think about how technology can assist teachers and learners in improving what they’re doing now, but what it means for ensuring that new ways of teaching and learning flourish alongside the applications of AI.”

The homescreen for OpenAI’s foundation-model generative artificial intelligence, ChatGPT, gives users three sample commands and a list of functions and caveats.
The homescreen for OpenAI’s foundation-model generative artificial intelligence, ChatGPT, gives users three sample commands and a list of functions and caveats. Introduced publicly in November 2022, ChatGPT can produce creative, human-like responses and analysis.

Challenges and Risks

Along with these potential benefits come some difficult challenges and risks the education community must navigate:

Student cheating. Students might use AI to solve homework problems or take quizzes. AI-generated essays threaten to undermine learning as well as the college-entrance process. Aside from the ethical issues involved in such cheating, students who use AI to do their work for them may not be learning the content and skills they need.

Bias in AI algorithms. AI systems learn from the data they are trained on. If this data contains biases, those biases can be learned and perpetuated by the AI system. For example, if the data include student-performance information that’s biased toward one ethnicity, gender, or socioeconomic segment, the AI system could learn to favor students from that group. Less cited but still important are potential biases around political ideology and possibly even pedagogical philosophy that may generate responses not aligned to a community’s values.

Privacy concerns. When students or educators interact with generative-AI tools, their conversations and personal information might be stored and analyzed, posing a risk to their privacy. With public AI systems, educators should refrain from inputting or exposing sensitive details about themselves, their colleagues, or their students, including but not limited to private communications, personally identifiable information, health records, academic performance, emotional well-being, and financial information.

Decreased social connection. There is a risk that more time spent using AI systems will come at the cost of less student interaction with both educators and classmates. Children may also begin turning to these conversational AI systems in place of their friends. As a result, AI could intensify and worsen the public health crisis of loneliness, isolation, and lack of connection identified by the U.S. Surgeon General.

Overreliance on technology. Both teachers and students face the risk of becoming overly reliant on AI-driven technology. For students, this could stifle learning, especially the development of critical thinking. This challenge extends to educators as well. While AI can expedite lesson-plan generation, speed does not equate to quality. Teachers may be tempted to accept the initial AI-generated content rather than devote time to reviewing and refining it for optimal educational value.

Equity issues. Not all students have equal access to computer devices and the Internet. That imbalance could accelerate a widening of the achievement gap between students from different socioeconomic backgrounds.

Many of these risks are not new or unique to AI. Schools banned calculators and cellphones when these devices were first introduced, largely over concerns related to cheating. Privacy concerns around educational technology have led lawmakers to introduce hundreds of bills in state legislatures, and there are growing tensions between new technologies and existing federal privacy laws. The concerns over bias are understandable, but similar scrutiny is also warranted for existing content and materials that rarely, if ever, undergo review for racial or political bias.

In light of these challenges, the Department of Education has stressed the importance of keeping “humans in the loop” when using AI, particularly when the output might be used to inform a decision. As the department encouraged in its 2023 report, teachers, learners, and others need to retain their agency. AI cannot “replace a teacher, a guardian, or an education leader as the custodian of their students’ learning,” the report stressed.

Policy Challenges with AI

Policymakers are grappling with several questions related to AI as they seek to strike a balance between supporting innovation and protecting the public interest (see sidebar). The speed of innovation in AI is outpacing many policymakers’ understanding, let alone their ability to develop a consensus on the best ways to minimize the potential harms from AI while maximizing the benefits. The Department of Education’s 2023 report describes the risks and opportunities posed by AI, but its recommendations amount to guidance at best. The White House released a Blueprint for an AI Bill of Rights, but it, too, is more an aspirational statement than a governing document. Congress is drafting legislation related to AI, which will help generate needed debate, but the path to the president’s desk for signature is murky at best.

It is up to policymakers to establish clearer rules of the road and create a framework that provides consumer protections, builds public trust in AI systems, and establishes the regulatory certainty companies need for their product road maps. Considering the potential for AI to affect our economy, national security, and broader society, there is no time to waste.

Why AI Is Different

It is wise to be skeptical of new technologies that claim to revolutionize learning. In the past, prognosticators have promised that television, the computer, and the Internet, in turn, would transform education. Unfortunately, the heralded revolutions fell short of expectations. 

There are some early signs, though, that this technological wave might be different in the benefits it brings to students, teachers, and parents. Previous technologies democratized access to content and resources, but AI is democratizing a kind of machine intelligence that can be used to perform a myriad of tasks. Moreover, these capabilities are open and affordable—nearly anyone with an Internet connection and a phone now has access to an intelligent assistant. 

Generative AI models keep getting more powerful and are improving rapidly. The capabilities of these systems months or years from now will far exceed their current capacity. Their capabilities are also expanding through integration with other expert systems. Take math, for example. GPT-3.5 had some difficulties with certain basic mathematical concepts, but GPT-4 made significant improvement. Now, the incorporation of the Wolfram plug-in has nearly erased the remaining limitations. 

It’s reasonable to anticipate that these systems will become more potent, more accessible, and more affordable in the years ahead. The question, then, is how to use these emerging capabilities responsibly to improve teaching and learning. 

The paradox of AI may lie in its potential to enhance the human, interpersonal element in education. Aaron Levie, CEO of Box, a Cloud-based content-management company, believes that AI will ultimately help us attend more quickly to those important tasks “that only a human can do.” Frederick Hess, director of education policy studies at the American Enterprise Institute, similarly asserts that “successful schools are inevitably the product of the relationships between adults and students. When technology ignores that, it’s bound to disappoint. But when it’s designed to offer more coaching, free up time for meaningful teacher-student interaction, or offer students more personalized feedback, technology can make a significant, positive difference.” 

Technology does not revolutionize education; humans do. It is humans who create the systems and institutions that educate children, and it is the leaders of those systems who decide which tools to use and how to use them. Until those institutions modernize to accommodate the new possibilities of these technologies, we should expect incremental improvements at best. As Joel Rose, CEO of New Classrooms Innovation Partners, noted, “The most urgent need is for new and existing organizations to redesign the student experience in ways that take full advantage of AI’s capabilities.”

While past technologies have not lived up to hyped expectations, AI is not merely a continuation of the past; it is a leap into a new era of machine intelligence that we are only beginning to grasp. While the immediate implementation of these systems is imperfect, the swift pace of improvement holds promising prospects. The responsibility rests with human intervention—with educators, policymakers, and parents to incorporate this technology thoughtfully in a manner that optimally benefits teachers and learners. Our collective ambition should not focus solely or primarily on averting potential risks but rather on articulating a vision of the role AI should play in teaching and learning—a game plan that leverages the best of these technologies while preserving the best of human relationships.

John Bailey is a strategic adviser to entrepreneurs, policymakers, investors, and philanthropists and is a nonresident senior fellow at the American Enterprise Institute.

 

Policy Matters

Officials and lawmakers must grapple with several questions related to AI to protect students and consumers and establish the rules of the road for companies. Key issues include:

Risk management framework: What is the optimal framework for assessing and managing AI risks? What specific requirements should be instituted for higher-risk applications? In education, for example, there is a difference between an AI system that generates a lesson sample and an AI system grading a test that will determine a student’s admission to a school or program. There is growing support for using the AI Risk Management Framework from the U.S. Commerce Department’s National Institute of Standards and Technology as a starting point for building trustworthiness into the design, development, use, and evaluation of AI products, services, and systems.

Licensing and certification: Should the United States require licensing and certification for AI models, systems, and applications? If so, what role could third-party audits and certifications play in assessing the safety and reliability of different AI systems? Schools and companies need to begin thinking about responsible AI practices to prepare for potential certification systems in the future.

Centralized vs. decentralized AI governance: Is it more effective to establish a central AI authority or agency, or would it be preferable to allow individual sectors to manage their own AI-related issues? For example, regulating AI in autonomous vehicles is different from regulating AI in drug discovery or intelligent tutoring systems. Overly broad, one-size-fits-all frameworks and mandates may not work and could slow innovation in these sectors. In addition, it is not clear that many agencies have the authority or expertise to regulate AI systems in diverse sectors.

Privacy and content moderation: Many of the new AI systems pose significant new privacy questions and challenges. How should existing privacy and content-moderation frameworks, such as the Family Educational Rights and Privacy Act (FERPA), be adapted for AI, and which new policies or frameworks might be necessary to address unique challenges posed by AI?

Transparency and disclosure: What degree of transparency and disclosure should be required for AI models, particularly regarding the data they have been trained on? How can we develop comprehensive disclosure policies to ensure that users are aware when they are interacting with an AI service?

 

 

How do I get it to work? Generative AI Example Prompts

Unlike traditional search engines, which use keyword indexing to retrieve existing information from a vast collection of websites, generative AI synthesizes the same information to create content based on prompts that are inputted by human users. With generative AI a new technology to the public, writing effective prompts for tools like ChatGPT may require trial and error. Here are some ideas for writing prompts for a variety of scenarios using generative AI tools:

Adaptive Tutoring

You are the StudyBuddy, an adaptive tutor. Your task is to provide a lesson on the basics of a subject followed by a quiz that is either multiple choice or a short answer. After I respond to the quiz, please grade my answer. Explain the correct answer. If I get it right, move on to the next lesson. If I get it wrong, explain the concept again using simpler language. To personalize the learning experience for me, please ask what my interests are. Use that information to make relevant examples throughout.

Mr. Ranedeer: Your Personalized AI Tutor

Coding and prompt engineering. Can configure for depth (Elementary – Postdoc), Learning Styles (Visual, Verbal, Active, Intuitive, Reflective, Global), Tone Styles (Encouraging, Neutral, Informative, Friendly, Humorous), Reasoning Frameworks (Deductive, Inductive, Abductive, Analogous, Casual). Template.

Socratic Tutor

You are a tutor that always responds in the Socratic style. You *never* give the student the answer but always try to ask just the right question to help them learn to think for themselves. You should always tune your question to the interest and knowledge of the student, breaking down the problem into simpler parts until it’s at just the right level for them.

Writing Feedback

I want you to act as an AI writing tutor. I will provide you with a student who needs help improving their writing, and your task is to use artificial intelligence tools, such as natural language processing, to give the student feedback on how they can improve their composition. You should also use your rhetorical knowledge and experience about effective writing techniques in order to suggest ways that the student can better express their thoughts and ideas in written form.

Quiz Generator

You are a quiz creator of highly diagnostic quizzes. You will make good low-stakes tests and diagnostics. You will then ask me two questions. First, (1) What, specifically, should the quiz test? Second, (2) For which audience is the quiz? Once you have my answers, you will construct several multiple-choice questions to quiz the audience on that topic. The questions should be highly relevant and go beyond just facts. Multiple choice questions should include plausible, competitive alternate responses and should not include an “all of the above” option. At the end of the quiz, you will provide an answer key and explain the right answer.

Example Generator

I would like you to act as an example generator for students. When confronted with new and complex concepts, adding many and varied examples helps students better understand those concepts. I would like you to ask what concept I would like examples of and what level of students I am teaching. You will look up the concept and then provide me with four different and varied accurate examples of the concept in action.

HBS Case Study

You will write a Harvard Business School case on the topic of Google managing AI, when subject to the Innovator’s Dilemma. Chain of thought: Step 1. Consider how these concepts relate to Google. Step 2: Write a case that revolves around a dilemma at Google about releasing a generative AI system that could compete with search.

What Questions Should I Ask?

What additional questions would a person seeking mastery of this topic ask?

Ground Lessons in Rigor

Read a WWC practice guide. Create a series of lessons over five days that are based on Recommendation 6. Create a 45-minunte lesson plan for Day 4.

Rewrite Parent Communications

The following is a draft letter to parents from a superintendent. Step 1: Rewrite it to make it easier to understand and more persuasive about the value of assessments. Step 2. Translate it into Spanish.

Request IEP Services

Write me a letter requesting the school district provide a 1:1 classroom aid be added to my 13-year-old son’s IEP. Base it on Virginia special education law and the least restrictive environment for a child with diagnoses of a Traumatic Brain Injury, PTSD, ADHD, and significant intellectual delay.

 

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Covid-19 Precautions in Schools https://www.educationnext.org/covid-19-precautions-in-schools-time-to-go-back-to-normal-forum/ Tue, 26 Apr 2022 09:00:26 +0000 https://www.educationnext.org/?p=49715307 Is it time to go back to normal?

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Over the past two years, K–12 schools have implemented a range of steps aimed at slowing the spread of Covid-19, including plexiglass barriers.
Over the past two years, K–12 schools have implemented a range of steps aimed at slowing the spread of Covid-19, including plexiglass barriers.

Over the past two years, K–12 schools have implemented a range of steps aimed at slowing the spread of Covid-19, including mask requirements, testing for both asymptomatic and symptomatic individuals, quarantining and isolation, contact tracing, open windows, air purifiers, plexiglass barriers, schedule changes aimed at “cohorting” or reducing building occupancy, and closures. With vaccinations widely available and the Omicron variant mostly waning, should schools now go back to normal? Which, if any, of these pandemic-response measures should be dropped, and which, if any, should be kept? When, and under what conditions?

Our forum on the topic features three essays: one by Paymon Rouhanifard, CEO of Propel America and former school superintendent in Camden, New Jersey, and Dr. Shira Doron, hospital epidemiologist at Tufts Medical Center; another by Gerard Bossard, a public school educator, and Dr. Douglas Rothman, professor at Yale University School of Medicine; and a third by John Bailey, visiting fellow at the American Enterprise Institute.

Photo of Paymon Rouhanifard and Dr. Shira Doron

 

Time for a New Normal

By Paymon Rouhanifard and Dr. Shira Doron

 

Photo of Gerard Bossard and Dr. Douglas Rothman

 

Tie Precautions to Community Risk Levels

By Gerard Bossard and Dr.Douglas Rothman

 

Photo of John Bailey

 

Reset Strategies Now, Prepare for the Future

By John Bailey

 

This article appeared in the Summer 2022 issue of Education Next. Suggested citation format:

Rouhanifard, P., Doron, S., Bossard, G., Rothman, D., and Bailey, J. (2022). Covid-19 Precautions in Schools. Education Next, 22(3), 64-73.

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49715307
Reset Strategies Now, Prepare for the Future https://www.educationnext.org/reset-strategies-now-prepare-for-the-future-forum-covid-19-precautions-in-schools/ Tue, 26 Apr 2022 08:57:00 +0000 https://www.educationnext.org/?p=49715311 Forum: Covid-19 Precautions in Schools

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Masks may not be needed for children in communities with high vaccination and low case rates.
Masks may not be needed for children in communities with high vaccination and low case rates.

The rapidly receding Omicron wave of Covid-19 presents a moment to pause and reflect on our pandemic strategy and make needed and, in some cases, long overdue adjustments. This is also the time to prepare for future pandemic risks. As we move forward, it is important for policymakers and health authorities to review which measures have worked, which policies have fallen short, and which actions have produced too little public-health benefit relative to the costs they have imposed on families and, too often, on children.

The end of a wave may not necessarily be the end of a pandemic. Omicron was generally milder than other variants, but its transmissibility made it far deadlier than many assume. More than 150,000 deaths were reported during this surge, compared to 132,000 during the Delta wave, and four times as many children were hospitalized for Omicron than for Delta. The BA.2 subvariant is also disrupting school in the United Kingdom, with one in five schools reporting that 15 percent of their teachers were absent, and student absences tripled in less than two weeks to 202,000, trends which might foreshadow similar disruptions in the United States. One research study suggested that, during the Omicron surge, the effectiveness of Pfizer’s vaccine against Covid infection in children ages 5–11 plummeted to 12 percent from 68 percent, and protection against hospitalization dropped to 48 percent from 100 percent during the same period. There remains a risk that a new variant could emerge that evades all or most of the vaccines’ protections.

On the other hand, communities now have greater protection against severe disease as a result of immunity gained through infection or vaccinations. Vaccines have generally proven to be highly effective, particularly with boosters. For those who are hospitalized, new antiviral pills and therapeutic treatments help further reduce the risk of death. The nation’s testing system, while far from where it needs to be, has vastly improved since even a few months ago. All of this has led to Covid becoming less deadly over time and quickly approaching the same fatality rate as the seasonal flu.

It is worth emphasizing that children continue to be at much lower risk than adults. An unvaccinated child is at less risk of contracting a serious case of Covid than a vaccinated 70-year-old. A March 2021 review of more than 130 studies showed that schools were not super-spreader settings and that it was possible to reopen schools in a way that protected both teachers and students. In July 2021, former CDC director Tom Frieden reviewed the scientific literature and concluded, “Evidence from around the world suggests that children spread Covid-19 less than adults; that children with Covid-19 are less likely than adults to become severely ill; and that in-person education has not meaningfully increased community transmission when schools have mitigation measures in place.” No research has emerged that fundamentally alters this evaluation.

Children have thankfully been spared the worst of Covid, but our policy response still treats them as if they were most at risk. Schools were first to close and last to open, and now students, who were first to be masked, are the last to be unmasked. We face a very different set of risks moving forward than we did in the early weeks of the pandemic. Our strategies, particularly as they relate to schools, need to reflect this new reality.

Clearer Triggers

The waning Omicron surge provides the opportunity to reset the mitigation measures that have long been in place, including masking and quarantine policies. Two principles should guide the reintroduction of restrictions and protective measures.

First, mitigation practices should depend on community context. Masks may not be needed for children in a community with high vaccination rates and low case incidence, but they may be an important first line of defense in areas with low vaccination rates, high case incidence, and higher hospitalization rates. These decisions are best made locally. State mandates requiring or prohibiting mitigation measures too often rob communities of their agency and make it difficult for local entities to respond nimbly to changing conditions on the ground.

The CDC’s recently updated method of determining county risk levels now considers hospitalization rates and the number of hospital beds being used, not just the number of new cases reported. This change is long overdue: as far back as July 2021, case numbers began to decouple from hospitalization rates and deaths. The model could be further strengthened by incorporating community vaccination rates to help assess the risk. British Columbia has done just that with an easy-to-understand chart that estimates the risk of hospitalization based on vaccination status, age, and other risk factors.

Second, the CDC and state health authorities must establish clear, simple-to-understand metrics that trigger the introduction of Covid-mitigation measures and, just as importantly, trigger the lifting of those measures. These metrics should automatically expire after a period of time, perhaps 30 days, to force authorities to evaluate the effectiveness of the measures, consider any new research that has emerged, and adjust strategies based on changing circumstances. This would allow extending mitigation measures but would force authorities to make the case for why the continuation is warranted.

Strengthen Community Preparedness

As experience with Omicron and Delta has taught us, Covid-19 variants can emerge suddenly and spread rapidly. Both waves caught schools off guard, with student learning disrupted by extended quarantines. A recent bipartisan poll found that children have missed an average of 21 days of school this academic year because of quarantines. Instead of receiving live, online instruction, many students found themselves sent home with paper packets.

There is no guarantee that we will not see another wave of the virus this year or that another more problematic variant will not appear. Leaders need to make the most of this time to bolster their preparations and ensure that schools aren’t caught off guard again.

Consider the way coastal communities prepare for hurricanes. Before hurricane season, no one knows how many serious storms will occur, how intense they might be, or where they will make landfall. So, communities use layered preparedness measures that include strengthening building codes, developing plans for students who may miss school, and preparing mandatory evacuation plans should they be required.

Similarly, we have little ability to forecast Covid-19 waves and their intensity. Over the next few months, schools should shore up their defenses—by improving ventilation systems, for instance, and developing more robust Covid-testing plans to support test-to-stay programs. Leaders cannot estimate the number of students who will require isolation or quarantine, but they can prepare now to ensure that any students who do have to stay home are guaranteed to receive live, online instruction within 24 hours of leaving school. And perhaps most important, community leaders can work to increase student vaccination rates by encouraging parents to talk with their pediatricians.

Strengthening the Nation’s Policy Response

Throughout the Covid-19 pandemic, our policy response has consistently been too slow in adapting to changing circumstances and emerging research. Two years into the pandemic, the federal government still cannot supply reliable counts of how many schools are open or how many students have been quarantined. Out of the 56,000 grants awarded by the National Institutes of Health in 2020, two were given to studies of the efficacy of masks and two were for studies of Covid transmission in schools. It took the U.S. Department of Education and U.S. Department of Transportation seven months to address regulatory issues related to the shortage of school-bus drivers. And CDC guidance still consistently lags behind emerging research on Covid-19, the risks the virus has presented for children, and the mitigation measures necessary to contain it.

There are three steps policymakers can take to strengthen our policy response. First, they can acknowledge that better data is the foundation for a better response and act accordingly. Policymakers should require schools to report positive cases, the number of students in quarantine or remote learning, and the mitigation measures in effect in the school. Such data will help better track future waves of the virus and will contribute to research into the efficacy of masks, social distancing, test-to-stay programs, and other protective measures. One reason there is such intense debate about the efficacy of masks in schools right now is that we have not collected the data needed to know how well masks worked in school settings. The financial burden of collecting and reporting this information is more than offset by the $280 billion in federal Covid funding that has already been allocated. Organizations such as Code for America and U.S. Digital Services can also help states build capacity through data-system improvements.

Second, our nation needs a better system to help leaders make sense of the growing body of research studies on Covid-19 and related mitigation strategies. Many studies have limitations in how their findings should be interpreted. Preprints are easily accessible, and they can be confusing or misleading without the appropriate context and interpretation, especially since people can usually find a handful of studies to back whatever position they already hold. We need better summarization of studies and the emerging picture they collectively paint. This could be accomplished through an interagency task force composed of researchers from the CDC, the National Institutes of Health, and the U.S. Department of Education.

Third, policymakers should make more Covid-related decisions through a deliberative policy process that can evaluate the tradeoffs of different courses of action. This is how government manages nearly every other policy issue, ranging from economic matters to foreign relations. Decisions are rarely left to a single agency but are debated among cabinet members who have different perspectives on evaluating the costs and benefits of various solutions. We need more of these debates, not just federally but also among state leaders, to help craft pandemic policy strategies that better weigh the public-health benefits against other social, economic, and educational costs.

The end of the Omicron surge is an opportunity. It presents us with a chance to reevaluate our pandemic-response strategies and prepare for the future. And it offers the opportunity to return to some degree of normalcy. Beyond all else, the moment challenges us with renewed urgency to commit to building a system that serves all students with their academic recovery. How will our leaders rise to the challenge of the moment? Students are counting on us, and we must not fail them.

This is part of the forum, “Covid-19 Precautions in Schools“. For alternate takes, see “Time for a New Normal,” by Paymon Rouhanifard and Dr. Shira Doron, and “Tie Precautions to Community Risk Levels,” by Gerard Bossard and Dr. Douglas Rothman.

This article appeared in the Summer 2022 issue of Education Next. Suggested citation format:

Rouhanifard, P., Doron, S., Bossard, G., Rothman, D., and Bailey, J. (2022). Covid-19 Precautions in Schools. Education Next, 22(3), 64-73.

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Reopening Resilient Schools https://www.educationnext.org/reopening-resilient-schools-hybrid-learning-model-proper-safeguards-coronavirus-covid-19/ Tue, 14 Jul 2020 16:45:01 +0000 https://www.educationnext.org/?p=49711778 With a hybrid learning model and proper safeguards, schools can successfully open

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A student at the Sainte-Croix elementary school works as half of her writing desk is marked with a tape to ensure that safe distance is kepton May 15, 2020, in Hannut, Belgium.
A student at the Sainte-Croix elementary school works as half of her writing desk is marked with a tape to ensure that safe distance is kepton May 15, 2020, in Hannut, Belgium.

A consensus is growing among health officials that American schools, virtually all of which closed their doors this March, will be able to reopen in the fall. Dr. Anthony Fauci, director of the National Institute of Allergy and Infectious Diseases, said in early June that “the idea of keeping schools closed in the fall because of safety concerns for children might be ‘a bit of a reach.’”

That’s good news: the sooner kids get back to school, the sooner K–12 educators can begin to address the student-learning losses that have surely resulted from the closures. Reopening the schools is also vital to reopening businesses as part of the economic recovery. But the prospect of restarting is likely a source of anxiety for educators, given the sheer number of decisions they need to make and their concerns about the health and safety of students, school employees, and the extended community. Fauci’s counterpart at the Centers for Disease Control, Robert Redfield, warns that we all need to be ready for a resurgence of the virus next winter that could “actually be even more difficult than the one we just went through” and force a second round of closures.

The school-reopening guidance offered by the CDC naturally focuses on public-health considerations, leaving it to educators to devise how to keep students and staff safe while also meeting students’ educational needs. Even if public officials deem it safe for schools to reopen, as seems likely, some parents will still hesitate to send their children back to school, and some educators—those whose age or health conditions place them at risk—may not be in a position to return. What’s more, school leaders may well be working with tighter budgets owing to the economic shutdowns as well as increased costs associated with accommodating the CDC measures.

These challenges and disruptions are forcing school leaders and communities to review every facet of education—including the inequities that have stubbornly persisted in the system but have been exposed during Covid-19. The May 25 killing of George Floyd by police in Minneapolis has triggered an enormous public response and prompted a moment of reckoning. This moment poses uncomfortable questions for an education system where only 19 percent of black students are proficient in reading and 16 percent are proficient in math. In Minneapolis, 43 percent of black students never graduate from high school. Against this backdrop, early indications are that the students who were hurt the most academically by the closing of schools are black and low-income students. If black lives matter, then surely black students’ education matters, too. Too many of these young people were already struggling in a system that was not serving them well. Sending these students back to “school as normal” will mean going back to continually failing them.

The rethinking of schooling that was forced by the pandemic can serve as an opportunity to introduce some long-overdue reforms and improvements to better serve students, particularly students of color. The task ahead of us is not reopening schools as normal but building an education system that is more resilient and equitable.

The director of the Centers for Disease Control and Prevention, Robert Redfield
The director of the Centers for Disease Control and Prevention, Robert Redfield

Is It Safe to Reopen Schools?

This central question is hard to answer definitively, because scientists are still trying to understand how the virus transmits, whether it is seasonal, and if reinfection is possible. Some children are asymptomatic even when testing positive for the virus. Schools will need to begin their preparations based on the best current understanding of the virus and then modify their plans as new knowledge comes to light.

There are four primary medical questions relevant to schools’ planning efforts, the answers to which will come from medical studies as well as the experiences of schools that reopened abroad in May:

How at-risk are children to Covid-19? The scientific community generally agrees that coronavirus poses minimal risk for children under the age of 18. An American Academy of Pediatrics report stated that “the preponderance of evidence” indicates children are less likely to be symptomatic, have severe disease, or transmit Covid-19. An evaluation of research by the United Kingdom’s Scientific Advisory Group for Emergencies concluded with a high degree of confidence that the severity of disease is lower in children than in adults. Another meta-analysis of 45 studies concluded that children account for only 1 to 5 percent of cases and “they often have milder disease than adults and deaths have been extremely rare.”

Can children transmit Covid-19 to others? This question is not yet settled, but growing evidence suggests that they may not be very infectious. Ireland’s Health Information and Quality Authority analyzed seven studies and concluded that “children are not, to date, substantially contributing to the household transmission of SARS-CoV-2.” A 2020 study of children in New South Wales, Australia, also found that children seemed to transmit the virus less often than they do other respiratory viruses, such as influenza.

The Irish Health Service Executive

There are some researchers who disagree. One study conducted by German scientists suggested that children may indeed be as infectious as adults. Several countries also experienced isolated spikes of Covid-19 cases in some areas after schools started up again.

Sorely needed additional research is forthcoming. In the United States, the National Institute of Allergy and Infectious Diseases, which is part of the National Institutes of Health, is studying 6,000 people, both children and their families, from 11 cities over the course of six months to better understand how Covid-19 spreads among children and adults. These findings, and results from others like it, will help inform better decisionmaking going forward.

What precautionary measures are needed to protect students and school personnel? Decisionmakers in the United States can learn from the experiences of schools in China, South Korea, France, Denmark, Germany, and the UK that all reopened under health measures recommended by government agencies. Guidance included increasing the space between desks, limiting the use of playgrounds and cafeterias, and encouraging teachers to wear masks. In May, the CDC provided initial guidance for U.S. schools that included many of these measures as well as physical distancing, limiting student movement within buildings, and conducting daily health screenings of students and faculty. These accommodations will create challenges, since they will require rethinking class schedules, school operations, busing, and the use of other school spaces.

How do we assess risk in the months ahead? State and local officials imposed statewide closures and shelter-in-place orders this spring because they lacked more refined forecasting tools that could have suggested more targeted interventions. Most of the models used then could only show where the virus had been, but new models from the Institute for Health Metrics and Evaluation, Carnegie Mellon University, and the CDC are projecting where it is heading.

The model from the Institute for Health Metrics and Evaluation at the University of Washington aims to show where disease curves are within a state and to project where they might be moving in coming weeks, to help determine the most effective measures for controlling the spread of the coronavirus.

Carnegie Mellon’s COVIDcast displays real-time information on symptoms, doctor visits, medical tests, surveys administered through Facebook, and Internet searches from Google related to Covid-19, including estimated disease activity at the county level. The leading and lagging indicators produced by this model could help forecast additional waves of the virus.

The CDC is working to develop better estimates using 13 different models to develop a consensus forecast. The resulting chart looks like the “spaghetti” models used in forecasting hurricane paths. All of these research initiatives will lead to more nuanced and localized actions in the fall in place of the blunt statewide actions previously imposed.

Reopening Resilient Schools

School leaders and policymakers do not have the luxury of waiting for better research and forecasts to begin their planning. Instead, they will need to create plans that can change over time and develop the organizational capabilities to quickly evaluate new guidance and translate it into practice. It is this ability to adapt that creates the resiliency needed when confronting uncertainty and changing circumstances.

In May, the American Enterprise Institute brought together a bipartisan group of 21 former federal officials (spanning the Clinton, George W. Bush, and Obama administrations), state school chiefs, charter-school leaders, and superintendents with experience leading through moments of crisis. Their charge was to think through broad areas that school leaders and policymakers would need to consider before they could reopen schools safely and responsibly. The result was a “blueprint” touching on several issues, including: school operations; supports for the whole child; protecting school personnel; addressing academic challenges; and improving distance education. It also stresses the importance of communication with parents, educators, and community members.

Communication and Collaboration

Above all else, the fluidity of the crisis requires close collaboration among state policymakers, school leaders, public-health officials, and community leaders. Schools can open only when local and state health officials say it is safe to do so. The same public-health officials, in coordination with governors, mayors, and school leaders, should be the ones who determine if closures are needed in the coming school year in response to a local outbreak. Communicating with parents is also paramount, and families should know who will make decisions, and how.

Schools will need to work with state and local health officials in developing plans for contact tracing and other disease surveillance, much as they have during flu season when student absenteeism and sickness are reported. This reporting is particularly important for public-health data, as the information could reactivate social-distancing measures within a community.

It’s also important for educators to communicate with parents through channels beyond their school websites. According to a May 2020 survey conducted by Learning Heroes, 80 percent of parents say texting is the most effective form of communication for them, but only 28 percent say teachers use it. Teachers and administrators can use a two-way messaging service such as Remind to communicate with all parents or students or a specific group, such as students who haven’t completed an assignment. Schools can also use such platforms to conduct parent surveys and have families check in throughout the year.

State policymakers can find ways to take advantage of policy tools that are available in their state. States that offer education savings accounts, such as Arizona’s Empowerment Scholarship Accounts or Floridas Gardiner Scholarship Program, which which allow parents to receive public money for private-school tuition and other options, could extend that benefit to families who decide not to send their child back to school. States participating in the Pandemic Electronic Benefit Transfer program could give extra dollars to low-income families through debit cards they could use at grocery stores to supplement school meals. States offering Course Access programs, which allow individual students to take online courses from a variety of providers, could leverage these catalogs to expand offerings for students continuing in remote learning. This could be an opportunity for states to develop reciprocity agreements that allow students in one state to take courses approved in another state.

 

Knox County Schools worker Lonnie Johnson sanitizes the cafeteria with an electrostatic sprayer at Brickey-McCloud Elementary in Knoxville, Tenn., on Friday, March 13, 2020.
Knox County Schools worker Lonnie Johnson sanitizes the cafeteria with an electrostatic sprayer at Brickey-McCloud Elementary in Knoxville, Tenn., on Friday, March 13, 2020.

Rethinking School Operations

CDC and state guidelines will necessitate new health and safety measures in schools, among them: procuring masks for faculty and extra cleaning supplies; figuring out the most efficient way to do temperature screenings of students before they enter the school; building in extra time to accommodate handwashing and additional cleaning of classrooms; having students eat in their classrooms rather than in the cafeteria; and renovating bathrooms to install CDC-recommended physical barriers between sinks and urinals.

Precautionary measures must also extend to school activities. The Texas Education Agency guidance recommends suspending certain student activities that may accelerate the spread of Covid-19, such as choir, wind ensembles, and indoor sports. The Sports Medicine Advisory Committee of the National Federation of State High School Associations issued new guidelines for high-school athletics, including categorizing sports by level of risk, depending on how much physical contact each entails. Football and wrestling, for example, are higher-risk sports, basketball and baseball involve moderate risk, and running and swimming pose lower risk.

Some of the new technology deployed for learning or safety will present privacy and ethical questions for school leaders. For instance, district leaders will need to review online services and digital tools for compliance with state and federal privacy laws. Additional issues emerge with various contact-tracing technologies. Schools in New Albany, Ohio, are considering a contact-tracing program that has students wearing bluetooth-enabled bracelets that track their locations throughout the day, where they sit in classrooms, and whom they encounter. This technology could provide some preventive-health benefits, but it also poses a number of ethical questions, including who will be required to seek and provide consent, and at what age children themselves will be asked to consent. What happens if a child or caregiver refuses to comply with surveillance programs? By engaging parents and advocates early in the process, school leaders can prepare themselves to address such thorny issues.

Supporting the Whole Child

School leaders will have to consider the social and emotional needs of students as they return to school. The RAND Corporation and the Collaborative for Academic, Social, and Emotional Learning both have guides to assist schools with selecting the best social-emotional assessments for their students. A number of state reopening plans, such as those from Ohio, Maryland, and Louisiana, provide detailed guidance and resources to support social and emotional health.

In lower-income districts, leaders might consider adopting a program such as Communities In Schools, which helps schools serve as a hub for the coordination of various social services offered in their neighborhoods. Active in 2,300 schools, this national program provides students and their families with a single point of contact at school to coordinate screening and referrals for services such as healthcare, food and clothing, tutoring, and mental health, with the aim of “surrounding students with a community of support, empowering them to stay in school.”

Offering robust counseling services in school can help students deal with the trauma that results from the deaths of friends and family members, economic hardship from a parent losing his or her job, or abuse, violence, or neglect at home. The isolation brought about by social distancing can also exacerbate children’s depression and anxiety. A May 2020 survey by Echelon Insights revealed that nearly 30 percent of parents believed their children experienced higher anxiety and more mental health challenges, including depression, owing to the Covid-19 pandemic.

Telemedicine offers the opportunity to supplement school nurses and counselors through virtual clinics. Hazel Health, for example, partners with schools to enable students to receive immediate care through telemedicine by connecting with one of the service’s network doctors. Manatee offers online mental-health options for students and their families. Through telemedicine, schools can scale up services quickly while also continuing to offer them during periods of remote learning.

Protecting Vulnerable School Personnel

Data collection on Covid-19 shows that older populations are disproportionately vulnerable to disease severity. The CDC found that individuals over 55 account for more than 92 percent of all Covid-19 deaths in the United States. Another CDC analysis found that those over 65 made up 45 percent of hospitalizations and 53 percent of admissions to intensive care associated with Covid-19.

The CDC recommends that older people—as well as those with preexisting health conditions—remain sheltered in place even as social distancing measures are relaxed. This advice poses a significant challenge for schools, given that as many as 646,000 public and private school teachers might be unable to return to the classroom because of their risk profile (see Figure 1). The number is likely higher if one counts other school personnel, such as school bus drivers, cafeteria workers, custodians, and other support staff.

 

Figure 1: Which States Have the Highest Percentage of “At-Risk” Teachers?

 

A USA Today/IPSOS poll conducted in May reported that one in five teachers say they are unlikely to go back to school if their classrooms reopen in the fall, owing to health concerns. The Connecticut Education Association surveyed its members and reported in June 2020 that a staggering 43 percent of them are at higher risk for severe illness from Covid-19 because of age or underlying health conditions.

Schools will need to find new roles for these teachers, perhaps as online instructors or tutors. When school closures shut down high-school AP instruction, the College Board created AP online classes and review sessions taught by AP teachers from around the country. States could take a similar approach by using their at-home teachers to develop videos, create online content, or serve as online mentors and tutors. Utah is exploring “shared delivery” of instruction, pairing a teacher who is adept at digital teaching with one who performs better in the classroom. Other teachers could find new roles through technology platforms such as Outschool, Weekdays, and BetterLesson, which help match available teaching talent to online and offline opportunities.

Administrators may also want to offer early-retirement incentives for teachers who are uncomfortable with teaching online or are nearing retirement age. State policymakers should consider certification reforms to make it easier for schools to recruit out-of-state substitutes and teachers.

Finally, given all the ways teaching will have to change in the coming year, district leaders and teachers unions will need to work together to review their labor agreements. As part of California’s response to Covid-19 school closures, Governor Gavin Newsom’s office facilitated an agreement among teachers unions, classified employees, school boards, superintendents, and principals to use a specific framework to “work together on matters of labor and management to minimize any impact to students—including direction on implementation and delivery of distance learning, special education, and meals through the end of the school year.” Similar work could help accelerate the reopening of schools in other states.

Addressing Academic Challenges

The disruption of the school year clearly interrupted student learning, particularly for those who were most vulnerable beforehand. A growing body of research suggests many students will start the new school year far behind where they would normally be.

Four surveys of parents conducted between April 27 and May 20 consistently found that parents believe their children are spending less time on their schoolwork (40 percent of parents) and are learning less (46 percent of parents) than they normally would. McKinsey estimates the instructional disruptions caused by Covid-19 led to nearly 7 months of lost learning on average, with black students losing 10 months and low-income students losing as much as a year.

New research from Opportunity Insights concurs. Researchers analyzed data on 800,000 students who use the online math program Zearn. Comparing usage patterns before and after school closures, they found that by late April, student participation had fallen by about 48 percent among students from low-income zip codes and by about 25 percent among students from middle-income zip codes, while participation had increased by about 10 percent among those from high-income zip codes (see Figure 2). In specific states and locations, however, low-income students are doing as much math as higher-income students, suggesting that school culture and expectations are important in shaping student outcomes. And the overall number of visits to the Zearn platform rose sharply this spring (see Figure 3).

 

Figure 2: A Drop-Off in Online Participation, Especially for Low-Income Students

 

Figure 3: Overall Growth Despite Decline Among Existing Users

 

Summer school offers one way to help students catch up. The Center on Reinventing Public Education reports that, as of June 3, 61 school districts out of a nonrepresentative sample of 100 planned to offer summer school to at least some grade levels, 5 were not offering summer school, and 34 had yet to announce their plans. In South Carolina, the state department of education plans to offer four-week academic recovery camps providing 25,000 kindergarten-to-3rd-grade students with literacy and math instruction, along with support in social-emotional learning. Instead of summer school, Miami-Dade County Schools plans to start school a month earlier for students who struggled the most with online learning.

In initiating the health measures recommended by the CDC, schools will have to think creatively about class schedules to provide the physical distancing needed for buses and classrooms. A recent plan published by the American Federation of Teachers recommended that schools consider a “split schedule” that alternates days of the week or times of the day students attend school. Michael Petrilli of the Thomas B. Fordham Institute, an executive editor of Education Next, has suggested this could lead to high schools looking more like colleges. Some students might have an every-other-day schedule, where they attend class in person on some days and work from home or participate in apprenticeships on other days. In the case of younger children, though, unconventional school schedules could wreak havoc with parents’ work lives.

Several states are beginning to think through the various ways an altered schedule might take shape. For example, Maryland’s reopening plan offers five options for school districts to consider, including various one- or two-day rotations of in-school learning alternating with distance education.

Educators can use diagnostic assessments to better understand where students stand academically and inform strategies to help them catch up. State assessments could be repurposed into optional diagnostic tools. Texas, for example, offered a diagnostic assessment using questions from the State of Texas Assessments of Academic Readiness. Louisiana has also made a range of diagnostic assessments available to its schools.

If another wave of Covid-19 sweeps through communities, schools may once again have to close and return to remote learning. It will be imperative that schools develop better plans for students with special needs and English-language learners. One approach used in Israel was to open schools for special-needs students while other students participated in remote learning. Since there were fewer students in the building, students with special needs could more easily abide by social-distancing rules and get the individualized support and therapies they needed.

Improving Distance Education

Over the summer, school leaders have the opportunity to collect feedback from parents, teachers, and students to learn what worked and what didn’t in the spring to help inform their plans for the fall. While it may have worked for some, remote learning seems to have fallen short of fully satisfying most students, parents, and teachers. On the 2020 Education Next survey, the parents of only 28 percent of students said they were “very satisfied” with the instruction provided by their child’s school during the shutdown.

What’s more, most of the distance learning may not have involved live instruction from teachers. The Census Household Pulse Survey conducted the first week of June found that only 3.4 hours out of seven days were spent on live virtual contact between students and their teachers. There are massive variations among states, with parents in New Jersey reporting nearly 6.8 hours while parents in West Virginia reported less than a single hour. According to Echelon Insights, only 46 percent of parents reported their child’s receiving live instruction. Socioeconomic differences were apparent, with 52 percent of high-income parents reporting that their children were having live lessons, compared to just 38 percent of parents in families making less than $50,000.

The key to improving distance learning is focusing on the fundamentals. Eva Moskowitz of Success Academy Charter Schools advised, “This is a time for simplicity and being careful not to throw in too many bells and whistles.” The charter network focused on maintaining its core principles as it switched to a remote setting. The most effective lecturers across the network delivered live instruction, with other teachers providing small-group discussions. This latter group of teachers also monitored student progress on assignments and offered tutoring sessions for those falling behind.

Some schools might consider transitioning to a blended-learning model, which combines the most useful online technology with the most effective in-classroom activities. Thomas Arnett from the Christensen Institute recommends two models that combine in-person and remote learning. In an “enriched virtual” model, students complete the majority of coursework online at home and come to school a few times each week to participate in group discussions and exercises managed by a teacher. In a “flipped classroom” arrangement, students watch lectures and complete online coursework at home and then come to school for teacher-guided practice or projects.

Of course, all of the remote-learning models depend on students being connected. Home Internet connectivity and learning devices have become the digital school buses that take students to their classes and instructors. Education Superhighway has produced a series of guides, budgeting tools, and resources to assist school districts and state policymakers with bridging the home-connectivity gap. It will be imperative, though, that federal policymakers provide the funding that can ensure all students, particularly those from low-income families or living in rural areas, have the devices and connectivity they need to access learning.

 

A mother wearing a mask holds her two children outside of NYU Langone Health hospital during the nightly "Clap Because We Care" cheer for medical staff and essential workers.
A mother wearing a mask holds her two children outside of NYU Langone Health hospital during the nightly “Clap Because We Care” cheer for medical staff and essential workers.

Preparing for Cautious Parents

The most difficult hurdle to reopening schools may be earning parents’ trust. Early experiences in the UK and France have shown that many parents are reluctant to send their children back to school, even when governments say it is safe.

The situation may not be better in the United States. A USA Today/Ipsos survey conducted in May 2020 found that if schools reopened in the fall, more than half of parents with a school-aged child would be likely to switch to at-home learning. Echelon Insights had similar findings in June, when only 27 percent of parents said they would feel comfortable sending their child back to school in August or September. More than 25 percent of nonwhite parents said the spring is the earliest they would feel comfortable. When Miami-Dade County Schools surveyed their parents, they found that only a third were ready to have their kids return, a third felt major hesitation, and another third were open to the possibility but wanted to know more about the safety precautions being taken.

The reality is that even if schools comply with everything the CDC recommends, some parents will still feel it is too risky to send their child back. Earning parents’ trust can only be done by actively engaging them in the planning process so they will feel invested in the resulting decisions.

According to a June 2020 survey from AEI, parents are three times more likely to trust the CDC than school boards and superintendents with information related to the health and safety of reopening schools. They are more than six times more likely to trust state health officials than their school principal. For that reason, a health official should always be part of developing and communicating reopening plans. The Indiana State Department of Health is assigning a liaison to work directly with schools and the Department of Education with their reopening plans. Miami-Dade County Public Schools is creating a new Chief Health Officer position to coordinate efforts with state and local health officials as well as oversee the implementation across all schools in their system.

But even then, some parents will not feel safe until there is a vaccine, something likely still months away. Schools will need to plan for remote-learning options for these students. Parma City Schools in Ohio conducted a districtwide survey and found 110 out of 1,700 parents said they wouldn’t have their children return to school until a vaccine was available. The district is creating a virtual academy as an alternative for these students. Alabama is planning to give parents a choice between sending their children back to school or keeping them home, where they would receive online instruction.

Can Schools Really Do All of This?

Education leaders face immense challenges as they race to put together plans at the same time as they’re likely to face budget cuts. We should all acknowledge this and approach the reopening of schools with a measure of grace. It will be messy and imperfect.

The National Institute for Excellence in Teaching has produced a set of resources that provide guiding questions around different scenarios, including all students attending school in person, some students attending in person while others learn remotely, and all students learning remotely. The questions help tease out not only pragmatic responses, but also the equity issues presented under each scenario.

And perhaps that’s the real opportunity. In planning to reopen, schools will be forced to question long-standing assumptions and develop strategies that can lead to building a better education system. The process can help to distinguish between the superfluous and the essential and build from those fundamentals.

Beyond all else, the moment challenges us with renewed urgency to commit to building a system that serves all students. The students who will need the most help are those who have been systemically underserved for generations. Organizations rarely have the permission to rethink all their assumptions, structures, and systems. The Covid-19 crisis gives that permission to school systems to think differently and introduce long-needed changes and improvements. The real question is not can schools do this, but rather, how will schools rise to the challenge of the moment? Students are counting on us, and we must not fail them.

John Bailey is an adviser to the Walton Family Foundation and a visiting fellow at the American Enterprise Institute.

Read more from Education Next on coronavirus and Covid-19.

This article appeared in the Fall 2020 issue of Education Next. Suggested citation format:

Bailey, J. (2020). Reopening Resilient Schools: With a hybrid learning model and proper safeguards, schools can successfully open. Education Next, 20(4), 8-18.

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A Blueprint for Back to School https://www.educationnext.org/a-blueprint-for-back-to-school-what-will-it-take-get-schools-ready-coronavirus-covid-19/ Mon, 04 May 2020 22:51:17 +0000 http://www.educationnext.org/?p=49711380 What will it take to get schools ready?

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With Chris Cerf, Carrie Conaway, Sharif El-Mekki, Dale Erquiaga, Kaya Henderson, Duncan Klussmann, Wayne Lewis, Phyllis Lockett, Candice McQueen, Karega Rausch, Nina Rees, Gerard Robinson, Andrew Rotherham, Ian Rowe, Irvin Scott, Hannah Skandera, David Steiner, Joanne Weiss, and John White

A sign offers advice in dealing with the new coronavirus, outside Littleton High School Sunday, April 26, 2020, in Littleton, Colo.
A sign offers advice in dealing with the new coronavirus, outside Littleton High School in Littleton, Colo.

Families and communities need schools to be ready to reopen as soon as public health officials signal it is safe. After all, the nation has recently been reminded just how vital schools really are. Schools connect students with peers and mentors, channel youthful energy into productive pursuits, teach essential academic skills and knowledge, and give overwhelmed parents room to breathe and work.

This makes it urgent that schools find a way to reopen this fall, if at all feasible. Reopening in a manner that is safe and responsive will involve novel challenges. That is why leaders must begin planning immediately. But let us be clear: A number of public health officials—including the habitually cautious Dr. Anthony Fauci, head of the National Institute of Allergy and Infectious Diseases—have indicated that they expect schools will likely be able to reopen this fall.

What will it take to get schools ready for this fall, amid enormous uncertainty? The path to reopening must be based on the public health frameworks guiding the gradual relaxation of the intensive social distancing measures adopted this spring. Any consideration about reopening must consider the wide variability of circumstances states, communities, and schools confront. Depending on the public health situation, there may be waves of stopping and starting, partial or staggered openings, or other developments (determined by local health facilities, population vulnerability, and more).  These decisions will require robust community engagement to yield both coherent planning and community support.

 

Underlying Assumptions

Education leaders must begin planning now based on the best current understanding of Covid-19 and what is required for continued containment and mitigation. At the same time, this dynamic public health situation requires adaptive planning that can evolve as the science and circumstances do.

Despite the uncertainty, state policymakers, school leaders, and community leaders should develop plans based on the following assumptions informed by the most current guidance from public health officials.

Schools will remain closed for the rest of the 2019–20 academic year but will reopen in the 2020–21 academic year (albeit with the potential of localized, rolling closures for 14–28 days triggered by additional waves of infections). 

Reopened schools will need modifications based on guidance from national, state, and local health officials, which could include physical distancing, temperature screenings, and frequent disinfecting of classrooms.

Accommodations will be needed for teachers, administrators, school staff, and students who may be at heightened risk from Covid-19 due to their age or other health conditions.

A vaccine might not be available for 18 months or more, meaning that plans should take into account both the 2020–21 and 2021–22 school years.

 

Guiding Principles

Four principles should guide decisions, preparations, and actions as education leaders, community leaders, and public officials work to reopen our nation’s schools. First, while governors have the authority to close and open schools, these decisions are best made by consulting with those closest to the problem, including school leaders, health officials, and community leaders.  Second, schools have a responsibility to meet the continued needs of all students, including the unique needs of students from low-income backgrounds, students with disabilities, and English language learners. Third, schools have a responsibility to serve all students, even during times of disruption when remote learning is the primary delivery mechanism requiring students to connect from home to online instruction and resources. Fourth, given that school closures are triggered by government action and that school systems cannot reasonably have been expected to plan for the current situation, state and federal officials have a responsibility to provide the resources schools need to help cover the additional costs of operating during a shutdown or in accord with public health guidance.

 

The Public Health Framework for Reopening

Governors have used an unprecedented array of social distancing measures to “flatten the curve” and slow the spread of Covid-19. These have included issuing stay-at-home orders, severely restricting travel, restricting the size of gatherings, and closing nonessential services, businesses, and schools.

Flattening the curve provides two benefits: ensuring that hospitals are not overwhelmed and providing time for medical researchers to develop and deploy a vaccine. Given that a Covid-19 vaccine is not expected to be ready for at least another 18 months, social distancing measures must be relaxed gradually to protect vulnerable populations and prevent a rebound wave of infections.

Schools can only reopen in the context of a community’s gradual relaxation of the social distancing measures put in place. In fact, reopening schools is a crucial step in helping reopen other parts of the economy. As such, state and school leaders must develop education plans that are closely tied to their state’s public health frameworks, which guide both the gradual relaxation of social distancing measures and the conditions under which those measures should be reactivated. These public health frameworks also outline the important public health accommodations that affect school operations. 

Federal Frameworks. Former Food and Drug Administration Commissioners Scott Gottlieb and Mark McClellan and Johns Hopkins Center for Health Security experts released the “National Coronavirus Response: A Road Map to Reopening.” The authors outline a four-phase process, with each phase triggered by set criteria (including a sustained reduction in cases, the capacity of hospitals to safely treat all patients, widespread testing, and active monitoring of confirmed cases and contacts) and provisions for reactivating aggressive social distancing as necessary. The framework envisions schools reopening in the second phase, the stage at which transmission trends are on a sustained decline and health care workers can safely diagnose and treat Covid-19 cases.

 

Figure 1. Centers for Disease Control and Prevention Recommendations for School Closure Decisions

Chart depicting CDC recommendations for school closure decisions

Source: Centers for Disease Control and Prevention, “Considerations for School Closures,” March 2020, https://www.cdc.gov/coronavirus/2019-ncov/downloads/considerations-for-school-closure.pdf.

 

On April 16, the White House released guidance for states as they consider their timelines for reopening. The guidelines roughly follow the road map, outlining three phases of easing social distancing measures based on trends with transmission and hospital capacity (Table 1). This allows for a gradual reopening of parts of the country while maintaining more aggressive social distancing measures in harder-hit areas.

 

Table 1. White House Phases for Reopening

 Phase  Criteria  Reopen  Schools
1 A 14-day period of downward trajectory of documented cases or positive tests as a percentage of total tests
Declining rates of flu-like symptoms and hospital capacity to care for all patients
Businesses begin to reopen—telework encouraged
Large venues open with physical distancing
Minimize nonessential travel
Remain closed
Vulnerable populations continue to shelter in place
2 A 28-day period of downward trajectory of documented cases or positive tests as a percentage of total tests
Declining rates of flu-like symptoms and hospital capacity to care for all patients
Continued opening of businesses
Nonessential travel permitted
Schools open
Vulnerable populations continue to shelter in place
3 A 42-day period of downward trajectory of documented cases or positive tests as a percentage over total tests
Declining rates of flu-like symptoms and hospital capacity to care for all patients
Businesses and large venues can operate without physical distancing Schools open

Source: White House, “Guidelines: Opening Up America Again,” April 16, 2020, https://www.whitehouse.gov/openingamerica/#criteria.

 

State Frameworks. Governors, not federal officials, have the authority and responsibility for enacting and relaxing social distancing measures, including the conditions under which schools should reopen. The National Governors Association released a “Roadmap to Recovery: A Public Health Guide for Governors” to help governors develop plans for a careful, staged reopening that protects the public’s health while laying a strong foundation for long-term economic recovery. The report outlines 10 steps with operational considerations. Governors are also encouraged to create a process for ongoing public input and engagement, including potentially designating an advisory committee.

The Johns Hopkins Center for Health Security released a guide providing more detailed advice for governors in considering each issue. The authors stress that “state-level decision makers will need to make choices based on the individual situations experienced in their states, risk levels, and resource assessments, and they should do so in consultation with community stakeholder groups.”

The guide also explains some of the unanswered medical questions that make it difficult for officials to provide firmer guidance around when schools should close and reopen. For example, while initial data suggest that minors generally experience little effects from the virus, it is still largely unknown the rate at which they can spread it to others. More specific guidance will emerge as researchers develop a deeper understanding of the virus.

States are already evaluating this guidance to develop their own phases for reopening their state. Some have appointed task forces, others are considering phasing in reopenings by regions in the state, and some are cooperating with nearby states to develop regional frameworks.

International Lessons. State and school leaders will also benefit from the lessons learned with schools reopening in other countries. Germany will reopen schools on May 4, and students are expected to return to schools on May 11 in France. Danish health officials have reopened schools but with strict hygiene and social distancing rules, including spacing out desks and disinfecting tables, door handles, and other surfaces twice a day. Important insights will be gained from these early attempts to reopen schools that should inform the planning of work underway in the United States.

 

A Blueprint for Getting Students Back to School

There is no one-size-fits-all approach to this work. An immense challenge is determining what public health accommodations and adaptations ought to entail, what schools will require to make them practicable, how community organizations can provide support, and what the path to reopening will look like in practice.

Governors will need to work closely with state school chiefs, state health officials, mayors, local community leaders, superintendents, and unions to develop and implement plans best tailored to their needs. The Centers for Disease Control and Prevention recommends that planning and preparations consider all aspects of a community that might be affected, including populations most vulnerable to Covid-19 and those that may be more affected socially or economically. Strategies must be adaptive and able to be scaled up or down depending on local conditions.

Plans will also need to differentiate strategies based on school levels and student needs. For example, in instances of remote learning, more printed resources might be needed for elementary-age students, while online instruction might work best for high school students. Strategies might also look different for urban schools than rural schools. Differentiation is an important part of any planning process, particularly given the range of students schools serve.

No reasonable observer could have expected school districts to budget for these demands. Even absent the shutdown-induced shocks to state and local budgets, there will be a necessary role here for rapid, substantial federal support. Given the importance of school operations to getting the economy back on its feet, however, such spending can be readily justified.

 

General Considerations

There are at least four broad considerations when planning for reopening: coordination, communication, regulatory flexibility, and privacy protections. Schools will have to coordinate in new ways with state and local health officials to develop a unified public health strategy. They will need to communicate with stakeholders so that students, families, educators, and community members are clear on expectations for academics and public health. They will need flexibility as they adapt to unprecedented challenges. And we will need to review privacy policies to ensure that schools can engage with students and families in new ways with an eye to both remote learning and community health.

Community Coordination. Reopening will require schools to work far more closely with public health authorities and other agencies than is the norm. This will require new routines and partnerships to allow schools to focus on their core competencies.

At the state level, governors should consider launching a task force for reopening schools that includes legislators, the state chief, teachers, superintendents, representatives from charter schools and private schools, parents, students, union representatives, local or state chambers of commerce, and community leaders. The task force can evaluate ongoing guidance and best practices to develop recommended actions for the state.

States, districts, and schools should create a clearinghouse to share best practices and lessons learned and promote the sharing of resources to help conserve limited budgets.

States, districts, and schools need to develop clear protocols regarding potential rolling closures. Plans for reopening all recognize that there may be need for rolling closures (probably of 14–28 days) if trigger points are breached. It must be clear who will make such a determination and how the decision-making process will work.

Schools must develop protocols and partnerships with public health authorities to effectuate “contact tracing” strategies—with the aim of knowing at any given point which students or teachers warrant special distancing protections or testing. Schools should also prepare for possible reporting of other health indicators, such as student absenteeism, students who present a fever, or students whose parents or guardians have been diagnosed with Covid-19.

Communication. Effective school reopening will require diligent efforts to communicate with parents, educators, and community members. Careful reopening plans will be for naught if parents or educators are not confident about the measures in place. Where schools open with significant modifications to schedules, classes, or logistics, minimizing chaos and confusion will depend on clear and consistent communication.

Schools need comprehensive communication plans to reach teachers and parents that leverage local media outlets, text messaging, websites, and email. Among the most important considerations is the health and safety of students and school personnel. Schools need to provide clear guidance on steps the school is taking, including protocols for self-isolation.

Regulatory Flexibility. The events of this spring showed that many familiar rules and regulations—such as those governing attendance, seat time, instructional delivery, testing, procurement, and graduation requirements—were ill-suited for the challenges schools currently face. Given the likelihood that reopened schools will have to incorporate many novel decisions regarding staffing, scheduling, and operations, there will inevitably be any number of incidents where the usual regulations do not make sense.

State policymakers will need to develop a process and criteria for quickly evaluating requests for regulatory flexibility. Schools will also need increased flexibility to procure education materials and resources. This should likely entail reducing some of the usual paperwork and contractual obligations to get learning materials and other resources in schools for the duration of this current crisis. All this needs to be done on a hugely expedited timeline, so that school and system leaders know what will and will not be allowed this summer as they are planning for fall.

Privacy Protections. Schools will also confront new tensions around student privacy that will need clear guidance from federal and state policymakers. One example is privacy issues that may emerge from increased information sharing among schools, local and state health officials, and health care providers. Schools should also review the privacy policies of their online learning providers.

The federal government needs to provide guidance clarifying that federal privacy laws, such as Family Educational Rights and Privacy Act and Health Insurance Portability and Accountability Act, will not prohibit necessary coordination between schools and health officials. State policymakers will also need to scrutinize state privacy statutes to identify any potential barriers to this coordination. Schools need to review the apps and digital services used for remote learning to ensure they are consistent with privacy protections required under state and federal laws.

 

School Operations

Schools will have to revamp their day-to-day operations to adhere to public health guidance. This includes at least three areas of operations: public health accommodations, school meals, and transportation. With public health accommodations, schools will have to examine every aspect of the school day—from classroom spaces to class schedules—and adjust to address new public health guidance. Leaders will need to address gaps in meal service and distribution plans. As for transportation, schools will need to devise plans that conform with physical distancing protocols. All this will have obvious implications for staffing and costs and is a budget line that Washington should help address.

Public Health Accommodations. Schools will need to adapt to evolving guidance from health officials based on a better understanding of Covid-19 risks and the related mitigation strategies. Health officials may recommend reopening schools only when certain hygiene and distancing measures are in place, as we are seeing in parts of Asia and Europe.

Depending on local circumstances, schools will need to consider closing playgrounds, suspending nonessential activities, moving meetings online, limiting on-campus visitors, administering Covid-19 tests, and requiring temperature checks for students and faculty entering buildings. Classrooms, hallways, school buses, and other areas will need to undergo regular deep cleanings to minimize the spread of Covid-19. Schools should identify and procure any needed personal protective equipment public health officials recommend, including gloves, face masks, hand soap, hand sanitizer, and disinfectant. Some of these items will require working with local health authorities, while others may be more widely available but will require unforeseen budgetary outlays. Schools should also develop plans that even if they open schools, some parents may decide to keep their child at home during a local outbreak.

School Meals. State leaders should consider how to leverage the flexibility provided with Pandemic Electronic Benefit Transfer to provide additional benefits to children who normally receive free or reduced-price school meals. Districts need to assess which students cannot take advantage of school meal distribution sites and identify ways to address these gaps.

Some schools may continue to use buses to distribute meals to students. As students return to school, the burdens this will place on school staff and bus fleets may become prohibitive—requiring alternative strategies. Schools will need to assess whether to serve meals in the classroom or in smaller cohorts in the cafeteria or offer grab-and-go boxed meals. Many schools have become crucial meal distribution sites for not only students but also other community members. Districts need to determine whether to continue this broader meal service option or whether this role is best served by another organization in their community.

Transportation. Schools will have to organize transportation to conform to physical distancing protocols health officials recommend. For instance, it is likely that schools may be advised to operate buses with a one-student-per-seat rule, creating massive burdens for bus fleets and driver pools. There is an additional set of questions regarding transportation for the millions of students in urban centers who typically rely on mass transit.

Districts will need to develop contingency plans that anticipate the required numbers of buses and drivers and the budgetary implications. There will be a clear need for federal funding to help address the unanticipated costs. Districts will need to coordinate with city transportation officials to maximize the use and safety of existing public resources. In urban centers, that will require working with transit and public health officials to determine what is deemed safe and feasible for mass transit.

Districts also need to anticipate issues regarding the health and safety of drivers and other transportation staff. Many drivers may be in a population that is vulnerable to Covid-19 or leery of the risks. Districts need to project what their situation will be for available drivers and plan accordingly.

 

Whole Child Supports 

Schools need to consider students’ social and emotional (SEL) needs. Students are experiencing Covid-19 differently. Many are going through significant trauma because of school closures, potentially losing friends and family members and experiencing the insecurity created from parents losing jobs. SEL and trauma supports will be crucial not only during this period of remote learning but also in the next academic years. It is also important, however, to avoid stereotypes or stigmas and assess students as individuals with targeted support accordingly.

SEL Supports. All students need supportive relationships and nurturing learning environments, particularly students facing additional stress. Educating the “whole child” is not a single set of courses, policies, or activities, but rather a mindset that should inform both school reopening plans and the support students receive. Schools should consider a needs assessment to understand the full range of student and faculty needs. Meeting those needs is not the school’s sole responsibility, but rather a shared responsibility among community partners including community health providers, food banks, counseling, and other resource providers.

Schools will need to adopt SEL practices to better support the wide range of student needs. In particular, this means working with national organizations to provide the expertise and support for schools and systems to do this well. Sports and extracurricular activities represent a crucial component of SEL for many students, and there are questions about when these activities can be responsibly resumed. There is a crucial role for private organizations such as state athletic associations, the National Honors Society, debate and forensics leagues, and similar organizations to work with states to determine appropriate timelines and explore possible accommodations that might promote an expedited restart.

Mental Health Supports. The isolation brought about by social distancing can exacerbate children’s depression and anxiety. As students return, schools must have counseling support to address the numerous causes of trauma that result from the deaths of friends and family members, economic hardship from a parent losing his or her job, or abuse, violence, or neglect. The isolation brought about by social distancing can also exasperate children’s depression and anxiety.

Policymakers and school leaders should assess the need for additional counselors, social workers, school psychologists, and nurses. They should explore whether there are better opportunities to deploy staff, temporarily draw support from community organizations, partner with other community-based organizations, or sketch extraordinary 2021 funding demands for state and federal appropriators. Schools should take advantage of the new federal regulatory flexibility for telemedicine to quickly expand access to counseling services using online and videoconferencing systems.

 

School Personnel

Many educators may be vulnerable to Covid-19, raising questions about how to protect them, whether they will be able to work in schools next year, and how to respond to any resultant personnel shortages. Meanwhile, districts and teachers unions should work together to revisit aspects of their labor agreements to help schools adapt to social distancing and to ensure that vulnerable teachers can work safely and productively. As school budgets, responsibilities, and models evolve, schools and districts must be prepared to evaluate their staffing needs.

Covid-19 Susceptible Personnel. With vulnerable personnel, those over age 55 are the most at risk from Covid-19. This would suggest that an estimated 18 percent of teachers and 27 percent of principals are considered vulnerable. States should explore possibilities to offer early retirement or reassign at-risk staff.

States and schools should consider early retirement incentives that align with individuals susceptible to Covid-19 based on age and adjust years of service requirements for retiree health insurance. States should also consider how expedited credentialing, nontraditional classroom configurations, and relaxed class-size requirements might help address potential staffing shortages due to the many teachers currently at risk who might not be able to enter classrooms this fall. States and schools should also explore reassigning teachers who are uncomfortable dealing with the new teaching practices required, including online instruction.

Teacher Certification Requirements. If vulnerable teachers cannot come to school to teach, schools will need to find other teachers who can quickly step in. Two workable strategies are to relax interstate licensure requirements and expedite certification for teachers whose training was interrupted this spring.

States should make it easier for schools to recruit teachers from across state borders. This strategy was employed by several states with health professionals to help surge capacity at hospitals. States should start immediately to appropriately revise their reciprocity requirements for teachers with out-of-state certifications.

States should consider taking a page from how many of them handled medical students late in their training, issuing would-be graduates in good standing with expedited or provisional credentials. This would allow districts to hire these individuals if needed. Meanwhile, states can require individuals to pursue full certification and can revoke provisional certifications where appropriate.

Collective Bargaining Agreements. Whatever one thinks of collective bargaining agreements in ordinary circumstances, contractual constraints on class sizes, schedules, staff work hours, and more could make it difficult for schools to adapt in response to social distancing requirements—compromising their ability to educate students and potentially putting vulnerable educators’ lives at risk.

National unions can provide clear and necessary guidance to their local chapters to help expedite negotiations. Obviously, it might be problematic for unions to contemplate waiving some contractual language for the coming school year. On the other hand, part of the agreement should be creating off-contract roles and duties (such as remote educator or homework coach) that would allow districts to create appropriate roles for at-risk staff.

Governors would do well to bring district leaders and employee representatives together to develop statewide frameworks for creating flexibility around staffing and labor issues. Given the urgency, such conversations should be well underway by mid-June. Changes ought not necessarily involve expanded or reduced total work hours or requirements, but they would likely involve heightened flexibility for the 2020–21 academic year.

Staffing Challenges. As budgets, responsibilities, and models evolve over the next 18 months, schools and districts must be prepared to evaluate their staffing needs. Districts and schools are currently wrestling with chaotic budget projections, uncertainty with operations, and questions about how they will be using staff in 2020–21. This suggests a need to start planning now for possible changes in staffing that could include early retirements or reassignments. Leaders need to plan for adding staff in certain roles (such as janitorial services or remote learning), while there may need to be reductions in other positions. Certainly, the dire budget projections suggest that all schools and systems should be planning for potential layoffs, reduced hours, or other cost-saving adjustments.

Districts and schools should revisit staffing projections with an eye to identifying opportunities for cost-saving measures, such as early retirement, depending on what happens in the budget. Some early retirements for staff susceptible to Covid-19 might also be part of this estimate.

Given that about 80 percent of school outlays are for compensation for staff, it will be essential for cash-strapped districts to explore all avenues of relief—which includes the potential for new federal and state aid—and cost-saving measures.

This is a good time for unions and districts to collaborate on addressing staff health needs, recognizing the fluidity of the situation, and exploring scenarios that are both budget conscious and responsive to teachers’ and students’ needs. Given the need to rethink certain staffing and jobs, it makes this a particularly opportune time for philanthropy to partner with select teachers unions and districts to reflect budget-conscious models.

 

Academics

Disrupting the school year has created broad academic challenges for students, particularly those most vulnerable before the crisis occurred. Schools will need to differentiate instructional strategies to meet students where they are. This means addressing schedules and instructional time, diagnostics, curriculum, and accountability. Schools should prepare for possible intermittent closures next year and plan for continuity of learning. States will need to consider potential assessment challenges, including the implications for traditional accountability measures.

Continuity of Learning. If another wave of Covid-19 sweeps through a community, schools may once again be closed and have to return to remote learning. Schools will need to support teachers with managing class assignments, content, and assessments delivered remotely. This will include providing backup support for teachers who are themselves caring for kids or elderly parents or who are sick themselves and cannot be as attentive to their jobs as others can.

School leaders should engage their curriculum providers to identify the best way to use the publisher’s material to identify student learning gaps, how their materials can be used in different ways (e.g., in-classroom instruction, remote learning, and hybrid learning), and how the provider can help give professional development for teachers in each modality. Schools will need to consider printed resources and materials that students can take home.

Students with special needs and English language learners will need accommodations and additional support. Those must be planned for now to ensure every student can be served in the event of additional closures. And teachers must receive needed professional development to ensure they can carry out these responsibilities.  Schools routinely employ drills to test procedures for fires, tornadoes, and active shooters; a similar approach should be considered to test remote learning systems and procedures before they are needed.

Schedules and Learning Time. Based on preliminary health guidance, schools will not be able to reopen in ways that fill classrooms with students or create crowded hallways. Instead, districts will need to take into account how schedules affect the types of personal interactions that occur daily—whether in classroom seating or passing through hallways—and redesign them so students and staff can meet health protocols.

Schools may need to consider having students attend on alternate days or adopting a half-day model in which half the students attend in the morning and half in the afternoon. Schools may need to extend the school day or school year to give students more instructional time. Distance learning also provides the opportunity to extend the learning day with both in-classroom work and at-home learning.

In some cases, summer is an opportunity to provide intensive summer school. In others, community partners may provide enrichment activities for students while districts focus on their planning, preparations, and professional development for back to school.

State policymakers might consider providing the flexibility for schools to base student progression on demonstrated mastery of competencies, rather than on seat time.

Assessing Student Needs. Schools would be opening this fall after most students were out of a brick-and-mortar school for more than five months. The first priority will be getting students reintegrated into school. Districts and schools need to consider the variety of diagnostics assessments that can be used for understanding where each student is academically and each child’s SEL needs. They will need to identify the most vulnerable students (homeless students, students with disabilities, English language learners, and students directly affected by Covid-19 through a family death or hospitalization) to prioritize their needs.

States, districts, and schools should consider screening students to assess their social, emotional, and mental health after such a prolonged period of isolation. States and districts might consider working with their assessment providers to repurpose the spring assessments into diagnostic assessments for back to school. States and districts might also use this as an opportunity to pilot new assessments that provide relevant, actionable diagnostic information to teachers and parents.
Assessments and Accountability. The loss of the 2020 spring assessments severely curtails our understanding of student progress and needs, particularly across different student groups including race, gender, poverty, English language ability, and special needs. Assessment data are also crucial for informing school interventions, improving instructional practices, and targeting resources to the schools and students who need the most help.

States should commit now to administering their 2021 assessments in the spring and work with the research community to explore the best methodologies for measuring student growth given the missing year of data. They should also consider opportunities to experiment with new assessment and accountability models such as competency-based learning or through course assessments.

Schools should work with their teachers to determine how best to use assessment and growth data as part of their evaluation frameworks, which for some teachers is crucial for career advancement. States should determine what constitutes attendance and a statutory school day in the context of remote learning and begin to assess how possibly reducing the total number of in-person class days or instructional hours might change how assessments are used in the schoolhouse. As accountability in many states and districts now includes attendance, state and district leaders will need to determine if adjustments in attendance policies should be made during the period transitioning back to school.

 

Distance Learning

Technology is a lousy substitute for an engaged classroom teacher, but it can support instruction—and remote learning can be a lot better than nothing at all. The sudden shift to remote learning in the spring revealed the stark challenges students faced if they could not connect to the online content or video conferences with their teachers. The coming months provide an opportunity to assess what worked and did not work with remote learning, address home connectivity gaps, and provide teachers the training they need to succeed next year. 

Home Connectivity. Regarding home connectivity, remote learning works only if students can access the content and instruction. A series of measures are necessary to ensure that students can learn remotely if schools employ a “hybrid” (part in-school, part at-home) model or have to transition back to complete distance learning at any point next year. By the beginning of the school year, all students should have the device and connectivity they need to access learning, particularly among low-income and rural students. Schools will need to have devices and mobile hot spots for students to take home in the event of remote learning. Schools will also need to consider ways of providing technical support in remote learning contexts, including providing just-in-time support for teachers.

Professional Development. This spring, millions of teachers who have never taught remotely have been suddenly forced into duty as online educators. States and districts need to devise strategies to dramatically improve the quantity and quality of online teaching if it proves necessary, either as part of a hybrid delivery model or during rolling closures next fall.

Professional development should be tailored to the tools, services, and content districts use.      Teacher evaluations and improvement strategies (including observation, feedback, and coaching) should consider the need to deliver online instruction and be modified accordingly.

 

The Path Forward

This report provides an initial outline of the broad issues leaders will need to consider as they plan for reopening schools. Guidance will evolve as we learn more about Covid-19, lessons from other countries that reopen their schools, and the lived experience of children and teachers. As of the publishing of this report, there are only five months until the beginning of the 2020–21 school year. Leaders will need to make the most of those months to be prepared for the challenges that lie ahead.

Given that most schools will remain closed for the remainder of the academic year, school leaders will need to focus on reviewing and improving the emergency measures they have taken. To inform future efforts, remote learning and meal distribution systems can be assessed to identify what did and did not work. This is the time to conduct school and community needs assessments to identify gaps and provide the baseline for planning efforts.

The summer offers the chance to not only prepare for the coming school year, with intensive professional development for teachers and a more holistic review of curriculum and instructional resources, but also “super charge” various interventions that can help mitigate the expected learning loss students may face.

Back to school presents its own challenges and uncertainties with everything from sporting events to academics. Leaders must embrace the uncertainty and prepare plans for the contingencies that may be needed if school is disrupted due to school closures or other accommodations required by public health officials. It will not be acceptable for schools to say that because they could not provide education to all students, they cannot serve any student. These five months give schools the chance to prepare the plans for serving students with special needs and those for whom online instruction is not an option.

Most importantly, the planning for reopening schools creates the opportunity to renew a shared commitment to improving outcomes for all students. We should not try to return to “normal,” but rather strive for something better. Even when schools were operating normally before Covid-19, many students were not being served well. Covid-19 exposed too many of the inequities that we have either overlooked or ignored for too long. Rising up to meet this challenge requires the whole community, not just school leaders.

Adapting to the challenges of Covid-19 gives America’s schools the opportunity to provide what is uniquely possible in the schoolhouse while seeking new ways to fully use technology and community partnerships. We understand the enormity of these burdens. This is a moment when all of us—educators, families, and communities—must find ways to ensure that children get back the schools and connections so important to their young lives. When schools get the green light to go, they must be ready. That work starts now.


About the Authors

John P. Bailey is a visiting fellow of education policy studies at the American Enterprise Institute, former special assistant to the president for domestic policy at the White House, and former deputy policy director for the US Department of Commerce.

Frederick M. Hess is a resident scholar and director of education policy studies at the American Enterprise Institute.

Chris Cerf is the president of Montclair Education Partners and previously served as New Jersey state commissioner of education, superintendent of the Newark Public Schools, and deputy chancellor of the New York City Department of Education

Carrie Conaway is a senior lecturer at the Harvard Graduate School of Education and is the former chief strategy and research officer of the Massachusetts Department of Elementary and Secondary Education.

Sharif El-Mekki is the CEO of the Center for Black Educator Development and served as a nationally recognized principal and US Department of Education Principal Ambassador Fellow.

Dale Erquiaga is the former president and CEO of Communities in Schools and former state superintendent of public instruction for Nevada.

Kaya Henderson leads the Community Impact Lab at Teach for All and is the former chancellor of DC Public Schools.

Duncan Klussmann is a clinical assistant professor at the University of Houston and the former superintendent of schools in the Spring Branch Independent School District in Texas.

Wayne D. Lewis Jr. is the former Kentucky Commissioner of Education and is currently dean and professor of education at Belmont University.

Phyllis Lockett is the founder and CEO of LEAP Innovations and former president and CEO of New Schools for Chicago.

Candice McQueen is the CEO of the National Institute for Excellence in Teaching and the former commissioner of education for the state of Tennessee.

Karega Rausch is the acting president and CEO of the National Association of Charter School Authorizers and the former director of the Office of Education Innovation for the Indianapolis Mayor’s Office.

Nina Rees is the president and CEO of the National Alliance for Public Charter Schools, the former deputy undersecretary for innovation and improvement at the US Department of Education, and the former deputy assistant for domestic policy to the vice president of the United States.

Gerard Robinson is the vice president for education at the Advanced Studies in Culture Foundation, the former Florida commissioner of education, and the former Virginia secretary of education.

Andrew Rotherham is a cofounder and partner at Bellwether Education, a former member of the Virginia Board of Education, and a former White House aide in the Clinton administration.

Ian Rowe is a visiting fellow at the American Enterprise Institute and the CEO of Public Prep school network.

Irvin Scott is a senior lecturer on education at the Harvard Graduate School of Education and the former chief academic officer for Boston Public Schools.

Hanna Skandera is the CEO of Mile High Strategies, the former secretary of education of New Mexico, and a former deputy chief of staff to the US secretary of education.

David Steiner is the director of the Johns Hopkins Institute for Education Policy, a member of the Maryland State Board of Education, and the former commissioner of education for New York State.

Joanne Weiss is a consultant in education policy, programs, and technologies and is the former chief of staff to US Secretary of Education Arne Duncan and director of the Race to the Top program.

John White is the cofounder and board chairman of Propel America, the former Louisiana state superintendent of education, and former superintendent of the Louisiana Recovery School District.

Adapted from an American Enterprise Institute report.

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Covid-19 Closed Schools. When Should They Reopen? https://www.educationnext.org/covid-19-closed-schools-when-should-they-reopen-coronavirus/ Wed, 25 Mar 2020 20:34:53 +0000 http://www.educationnext.org/?p=49711224 Expect more closures in fall 2020

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"School Closed" sign at Macy Intermediate in the wake of the coronavirus COVID-19 pandemic outbreak, Wednesday, March 18, 2020, in Monterey Park, Calif.
A “School Closed” sign at Macy Intermediate in the wake of the coronavirus COVID-19 pandemic outbreak in Monterey Park, Calif.

To slow the spread of Covid-19, governors in 46 states have closed more than 91,000 U.S. public and private schools, affecting more than 50 million school students. Most of the closures are currently scheduled to last for only two to three weeks (see figure). As those deadlines approach, governors now confront the difficult questions of whether to reopen schools, and if so, when?

There were three main reasons governors choose short-term closures. First, it took advantage of the spring break days already built into many school calendars. Second, guidance from the Centers for Disease Control and Prevention recommended 14 day closures in part because of studies suggesting the Covid-19 incubation period is 14 days. Third, it mandated social distancing while giving state leaders, local health officials, and superintendents the necessary time and space to evaluate the precautions.

With end dates to short-term closures fast approaching, there is little clarity about the conditions and factors that should trigger the reopening of schools. The CDC website simply states that federal health officials are “currently working on additional guidance to help schools determine when and how to re-open in an orderly manner.” As a result, we’re likely to see many states extend school closures for another two weeks or to the end of April. Kansas and Virginia have already announced that schools will remain closed for the rest of the academic year, and California governor Gavin Newsom has indicated that he may follow their example.

 

Statewide School Closures

Statewide school closures graphic

Source: Council of Chief State School Officers; Education Next research.
Notes: Nebraska closed for 6 to 8 weeks on March 17, with reviews every two weeks. March 31 would be its earliest return date.
Boston public schools are closed until Monday, April 27.
All data as of March 24, 2020.
More up-to-date closure and re-opening information, accurate as of May 4, 2020, is available here.

 

One reason for the lack of concrete guidance on reopening schools is that medical professionals are still racing to better understand Covid-19. The novel coronavirus is proving to be an epidemiological puzzle with many unanswered questions. How does it spread? Why has it spread so quickly in certain areas but not others? Why doesn’t the virus cause symptoms right away? Can people become re-infected with the virus after they’ve had it? Which social distancing measures affect the transmission rate? Answers to these questions will inform the use and duration of school closures as well as other strategies needed to slow transmission.

Children are also part of the mystery. Most influenza and pandemic planning assumes that children are among the most susceptible to infection and would have higher levels of mortality. That, however, isn’t the way Covid-19 is playing out. Initial data found that older adults are more susceptible but more recent data suggested that 40% of patients are actually younger (between the ages of 20-50). Children seem largely asymptomatic. A Chinese study of 2,000 confirmed childhood cases found that just over half had mild to no symptoms at all.

While children may be resistant to the most severe symptoms and complications resulting from Covid-19, they are likely to be carriers which could transmit the virus to others. As any parent or teacher knows, children are “super spreaders,” meaning that they are excellent transmitters of viral infections since they tend to not be good social distancers. They struggle with washing their hands or giving each other space. The theory behind school closures is that they cut off the virus’ line of transmission by forcing the social distancing of these super spreaders. Reopening schools too early in an outbreak could lead to children accelerating the spread of the virus.

All of these unanswered questions made it difficult to build forecasting models of the spread of Covid-19 or to estimate which social distancing measures have the greatest impact on  “flattening the curve.” It also makes it difficult to determine when to relax these measures, hence CDC’s rather vague guidance:

“Available modeling data indicate that early, short to medium closures do not impact the epi curve of COVID-19 or available health care measures (e.g., hospitalizations). There may be some impact of much longer closures (eight weeks, 20 weeks) further into community spread, but that modeling also shows that other mitigation efforts (e.g., handwashing, home isolation) have more impact on both spread of disease and health care measures.”

The Imperial College of London released its own modeling study on likely U.S. and U.K. outcomes, including the effectiveness of various measures. The report paints a grim picture of millions of deaths if nothing is done. But aggressive social distancing actions, including school closures, over five months can help suppress the transmission rates and flatten the curve. The challenge is that once these measures are relaxed, the virus is likely to make a rebound, leading to a second and third wave.

Policymakers are also exploring a recommendation from the Imperial College report to fight the virus through an “adaptive policy.” The graphic designers at the Economist provide a helpful illustration to better understand this approach, which Thomas Pueyo discussed in a Medium essay titled “The Hammer and the Dance.”

 

 

The idea is to have five months of very strict measures (school closures, social distancing, etc). At that point, some social distancing measures would be relaxed, including reopening schools for the next academic year. This model predicts that we will see a rebound of the virus next fall and winter. A trigger mechanism would then reenact stricter measures once weekly confirmed cases exceed a threshold. As a result, we could face a series of rolling, targeted school closures over the next 18 months, triggered by a spike of cases in a region.

The White House seemed to signal this approach in a press briefing on Monday, March 23.  President Trump said, “In other cases…certain governors are going to maybe have a decision to make [about reopening schools].  Now, they may make a decision to keep them open — in a certain part of New York and in Westchester County or wherever it may be, they will keep them closed. But they’re going to have leeway. We are giving the governors a lot of leeway.”

But there’s a real risk of reopening schools and returning to normal life too soon. The models upon which public policymakers are basing their decisions are only as good as the data they’re based on. Unfortunately, the lack of widely available testing in the United States has deprived researchers of the data they need to run and tweak the scenarios. Both the CDC and the Imperial College models use data from cases in China, but as discussed earlier, the cases in Italy are surfacing with a much younger population. Undoubtedly other new patterns will surface in the United States which have implications for the models we use to guide policy decisions.

The lack of more compelling data has led some former officials to caution against taking more drastic actions until we have better information. In a New York Times article, Dr. Thomas Frieden, a CDC director under President Obama, was quoted as saying, “Closing all schools may not make sense unless there is documented widespread community transmission, which we’re not seeing in most of the country.”  Another top federal health official in the Obama administration, Andy Slavitt, expressed even greater skepticism, “From every expert I have talked to, I am less convinced that schools should be closed.”

There is one final unknown variable. Currently, the public health benefits of school closures and home quarantining outweigh the costs. But at what point does that equation flip? When do the economic, societal, and educational costs outweigh the public health benefits of these aggressive social distancing actions? Schools and community members were quick to heed the warnings and direction of state officials with respect to social distancing. But public health officials worry about a “behavioral fatigue” when people become less vigilant and cooperative with the inconveniences and hardships they’re asked to endure.

Given the enormous uncertainty, how should school leaders and policymakers plan? If we assume that we’re not yet at the peak of the spread, then the most likely scenario is that governors will continue following CDC guidance and extend closures for another 2-4 weeks, at which point they can reevaluate. But it is just as likely that governors begin closing schools for the rest of the year, as we have seen in Kansas and Virginia.

With all of this in mind, education leaders and policymakers will need to start three parallel sets of work.

First is continuing the rapid response necessary to mitigate the loss of learning from this year’s closures. School systems have been heroic in rapidly setting up remote learning efforts, but superintendents and principals need to find ways of strengthening and improving these offerings for the remainder of the school year.

Second, leaders will need to use time over the summer to make preparations for the new academic year. There will need to be a massive amount of formative assessments when schools reopen to gauge the loss of learning and the needed interventions and supports.  School districts will also need to use this time to prepare for possible closures in the fall and winter, including professional development for their teachers, deciding ahead of time the type of online resources and service they will use during closures, and also stocking up on laptops and mobile hotspots that can be loaned out to students. They can use these months also to understand and address the gaps in their school meal distribution plans.

Finally, schools will be on the front line of an adaptive policy approach next school year. Health officials rely on them as part of “disease surveillance” to track the spread of viruses. As a result, schools will need to develop testing and reporting regimens with their local and state health officials to serve as an early warning system that can inform the enactment of social distancing measures.

We are still in the early days of understanding Covid-19. Fighting it will require school leaders to develop the new strategies needed to navigate these uncharted waters.

John Bailey is an advisor to the Walton Family Foundation and a visiting fellow at the American Enterprise Institute. He previously served in the White House, U.S. Department of Commerce, and U.S. Department of Education.

Read more from Education Next on coronavirus and Covid-19.

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Closing Schools To Slow a Pandemic https://www.educationnext.org/closing-schools-to-slow-a-pandemic-coronavirus-covid-19-public-health/ Mon, 09 Mar 2020 08:45:15 +0000 http://www.educationnext.org/?p=49711174 Balancing potential public health benefits against the cost of keeping parents away from work.

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A red door with posted signs that read "All After School Activities Cancelled" and "No School Monday March 2nd"
Signs are posted outside the main entrance of Ferrucci Junior High in Puyallup, Wash., which was closed Monday, March 2, 2020, for a deep cleaning after officials said a student’s relative was exposed to somebody diagnosed with COVID-19.

The growing threat of a novel coronavirus pandemic—Covid-19—is forcing governments, businesses, and families, to develop responses in the midst of rapidly changing facts and guidance. While Federal efforts are important, action by state and local officials will be crucial to mitigating the impacts of a pandemic.

In 2005, while serving as deputy policy director at the U.S. Department of Commerce, I served on an interagency team led by the White House Homeland Security Council that developed the National Strategy for Pandemic Influenza and National Strategy for Pandemic Influenza Implementation Plan. The strategy relied heavily on ways of slowing the spread of viral transmissions – “flattening the curve” – to reduce strain on the healthcare system (particularly the need for scarce resources such as beds and ventilators) and provide the time needed to develop and deploy vaccines.

One such measure is closing schools, either reactively in response to a cluster of student infections or preemptively to help slow the transmission rate. Studies analyzing the 1918-1919 Spanish Influenza showed cities that closed their schools earlier also had lower death rates (see figure). For instance, St. Louis closed its schools proactively and experienced a 2.2 percent death rate. Pittsburgh, on the other hand, waited until the peak of the crisis to close its schools and experienced a death rate nearly three times higher.

There were also similar findings from an analysis of the 2009 H1N1 pandemic, which revealed positive benefits from school closures. An additional analysis of 65 papers concluded that “the available data suggest that school closures can potentially reduce transmission during an influenza outbreak, even in the absence of other interventions.”

 

Source: Markel H, Lipman HB, Navarro JA, et al. Nonpharmaceutical Interventions Implemented by US Cities During the 1918-1919 Influenza Pandemic. JAMA. 2007;298(6):644–654. doi:10.1001/jama.298.6.644

 

The reason school closures are effective is that children are excellent vectors for viral transmissions given their close contact with one another throughout the day. Once infected, they often pass the virus on to their families who then in turn pass it along to coworkers. Closing schools can help break this chain and create the social distancing helpful in slowing infection rates.

While there is agreement that school closures should be part of a community’s response to a pandemic, there is less agreement as to what conditions should trigger a closure and for how long a school should be closed. For example, in the space of just a few weeks during the H1N1 pandemic in 2009, the CDC advised communities with confirmed cases to close schools for seven days, then 14 days, and then reversed itself giving discretion to local school and health officials. Current CDC guidance for the coronavirus recommends closures of 14 days, or possibly longer, but only if advised by local health officials. This could change, however, as demonstrated recently when Japan and Italy took the aggressive step of closing all of their schools nationwide.

Local officials must also balance the potential public health benefits of closing schools with the other burdens and economic costs placed on a community. As schools close, parents will have to find childcare or stay home from work, creating challenges for employers, including, most importantly, healthcare providers. A 2006 analysis estimated that closing all schools for four weeks during a hypothetical pandemic would lower GDP by $10-47 billion, or 0.1-0.3 percent. Businesses will need to do their part by offering employees flexible work hours, staggered shifts, flexible sick leave, and when possible, the option to work remotely.

Also important in local decisions is weighing the impact of closures on vulnerable workers who depend on hourly work or shifts and are unable to weather the loss of income from prolonged absences. Closure could have an adverse impact for lower-income children who rely on the U.S. Department of Agriculture’s National School Lunch Program for daily meals.

One additional concern with school closures is that children would grow bored and eventually venture out to other public places, thus reducing the social distancing benefits. A survey of students in a closed school during the 2009 H1N1 pandemic found students had “significant interaction with the community and other students.” Students went shopping, visited friends, used public transportation systems, and ate out at restaurants. Communicating to students the importance of social distancing will be critical to maximizing the public health benefits of any closures.

For all these reasons, it is critically important that closures only be done when state and local health officials believe it is absolutely necessary. There are, however, steps schools can take now to prepare. The CDC issued an updated school preparedness guide in 2017 and the U.S. Department of Education has a dedicated website with ongoing guidance.

Despite the challenge of the discontinuity of learning that closing schools presents, there are tools and services available now that weren’t as widely available in 2009. Distance education strategies have been encouraged since 2006 as part of the National Strategy for Pandemic Influenza Implementation Plan and during the 2009 H1N1 pandemic.

For shorter periods of interruption, schools might consider online curriculum options such as LearnZillion, Zearn, Kiddom, Duolingo, Outschool, Tutor.com, and Khan Academy. Video conferencing has also advanced over the last ten years with services such as Zoom, Google Hangout, and Microsoft Teams that can be used to offer low-cost, real-time instruction. And online platforms such as Google Classroom, Canvas and Blackboard can help facilitate instruction and communication among teachers and students.

Some closures might last for more than a month, in which case schools might turn to online courses through providers such as Coursera, and ASU Digital Prep or state-sponsored options such as the Florida Virtual School or Louisiana’s course choice catalog.

Equity concerns must also be considered, as not all students will have the devices and broadband connectivity at home needed to access these resources. Schools might consider lending laptops and mobile hotspots to low-income students. The coronavirus could also give the FCC a chance to pilot expanding E-rate eligibility to subsidize home connectivity for low-income students.

If the 2009 H1N1 pandemic is any guide for today’s coronavirus, then communities need to prepare for uncertainty generated from changing guidance based on an evolving understanding of the virus. Schools and businesses should also prepare now for possible disruptions to ensure they have the communication systems, continuity of work and learning, and technology systems in place if they are needed.

John Bailey is an advisor to the Walton Family Foundation and a visiting fellow at the American Enterprise Institute. He previously served in the White House, U.S. Department of Commerce, and U.S. Department of Education.

Read more from Education Next on coronavirus and Covid-19.

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The Education Opportunity in Opportunity Zones https://www.educationnext.org/education-opportunity-zones-incentivized-investment-distressed-communites-close-prosperity-gap/ Tue, 02 Jul 2019 00:00:00 +0000 http://www.educationnext.org/education-opportunity-zones-incentivized-investment-distressed-communites-close-prosperity-gap/ Can incentivized investment in distressed communities close the prosperity gap?

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More than 8,700 newly created Opportunity Zones are now racing to attract a portion of the $6 trillion in capital that may flow under a provision of the new tax law enacted in 2017. The law uses a package of tax incentives to jumpstart economic development in distressed communities by financing local startups, building small businesses, or developing properties—but there are also opportunities for education institutions and workforce-development programs.

A lack of investment in distressed communities

A growing body of research has revealed geographic prosperity gaps across the United States. Recent economic growth is concentrated in large, metropolitan areas with populations of over 1 million, which have experienced 72 percent of the nation’s job growth since the financial crisis. Nearly half of the net increase in business establishments from 2007 to 2016 took place in just two cities: Washington, D.C., and New York City.

Millions of Americans now live in distressed communities characterized by higher rates of poverty and lower levels of income, educational attainment, and workforce participation. Pockets of the country also struggle with higher rates of “deaths of despair” due to suicide, drugs, and alcohol—symptomatic of a larger sense of lost opportunity.

 

Figure 1. Distressed Communities are Home to Millions of Americans

In distressed communities, poverty is higher, and educational attainment is lower.

Figure 1. Distressed Communities are Home to Millions of Americans

Source: Economic Innovation Group (2018 Distressed Community Index)

 

Too many communities have become poverty traps. It’s no wonder that economist Raj Chetty has found that where children grow up matters for their economic prosperity as adults. Working with the U.S. Census Bureau, Chetty and his team at Opportunity Insights were able to produce an Opportunity Atlas that mapped the disparities neighborhood by neighborhood. Chetty and team found that a low-income child growing up in a less-poor community is more likely to climb the economic ladder than a child who spends her entire life in a low-income area.

In 2015, the Economic Innovation Group, a bipartisan policy center launched by Sean Parker, brought together a group of economists from across the political spectrum to discuss possible causes of these troubling trends and identify potential solutions. These experts discovered that, while struggling communities each faced a series of complex and interrelated challenges, they shared one common barrier: a lack of access to capital needed for community and economic development projects.

Distressed communities have hopes and dreams, but no one is investing in them. The Federal Reserve found that banks now make fewer loans of less than $1 million than they did before the recession. Nearly 75 percent of all venture capital is invested in just three states: California, Massachusetts, and New York. Philanthropic support is also concentrated in a handful of areas. An analysis of overall philanthropic giving revealed that Alabama receives an average of $130 per capita in grantmaking, below the national average of $451 and well below the New York City average of $1,966. When it comes to education, the Philanthropy Roundtable estimates that 90 percent of K–12 giving is concentrated in urban areas.

The economists assembled by Economic Innovation Group proposed designating these distressed communities “Opportunity Zones” and offering investors incentives to funnel capital into revitalization projects. The concept drew the support of a bipartisan congressional coalition led by Senators Tim Scott (R-SC) and Cory Booker (D-NJ) and Representatives Pat Tiberi (R-OH) and Ron Kind (D-WI), with a group of almost 100 cosponsors. The legislation was eventually included in the broader overhaul of the tax code signed into law in 2017.

How does the Opportunity Zone program work?

The program consists of two parts. The first asked governors to identify up to 25 percent of their low-income census tracts for certification by the U.S. Treasury Department as Opportunity Zones. These designations last ten years and cannot be changed. States, territories, and the District of Columbia designated a total of 8,700 Opportunity Zones, which are home to nearly 35 million Americans.

 

Figure 2. Where are the Opportunity Zones?

Governors identified up to a quarter of their low-income census tracts for Opportunity Zone certification.

Figure 2. Where are the Opportunity Zones?

Source: PolicyMap

 

The second part creates a “Qualified Opportunity Fund,” a new investment vehicle to finance projects within Opportunity Zones. After investors sell appreciated assets such as stocks, bonds, real estate, or businesses, they can reinvest the money gained from those sales into a Qualified Opportunity Fund. These Qualified Opportunity Funds then invest in certain equity-financed projects located in an Opportunity Zone, including businesses, property redevelopment, or new construction. The law offers investors three tax incentives that grow the longer the investment stays in an Opportunity Zone: deferred payment of the federal capital gains taxes on the reinvested amount until 2026, a tax liability reduction of up to 15 percent if they hold the investment for up to seven years, and no taxes on any generated gains from that investment if held for at least ten years.

Benefits for communities and investors

This approach has several strengths. It offers low-income communities a flexible tool to support their own local approaches to economic development. Some may need affordable housing, while others need broadband or capital for growing businesses. It also rewards patient capital; investors must hold their investments in the community for at least ten years to secure all the benefits.

Opportunity Funds allow for enormous flexibility in terms of who can establish them, what they invest in, where they invest, and whether the fund’s goal is to maximize social impact or balance financial returns. Fund managers can be institutional banks, community development finance institutions, universities, or impact investors. Funds can focus on a single city or support projects anywhere in the country. Unlike other economic development programs, such as New Markets Tax Credits, there are no caps on the number of funds or the investment amounts that can be raised. Already, there are at least 90 funds with nearly $30 billion pledged, a number expected to grow as the Treasury provides additional regulatory clarity; Economic Innovation Group estimated there are $6 trillion in unrealized capital gains that are eligible to reap the tax benefits the law provides.

Potential drawbacks and problem areas

While the Opportunity Zone program offers significant potential for positive impact, there are several areas of risk. Previous placed-based policies, including Empowerment Zones, Enterprise Communities, Renewal Communities, and Promise Neighborhoods, have had mixed results. As the California Budget and Policy Center put it, “The inconclusiveness of the research exploring the connection between economic development tax incentives and community outcomes suggests that the costs of such incentives may outweigh the benefits.”

These past efforts targeted the tax incentives on a project-by-project basis in an expensive, cumbersome, and time-consuming process that discouraged many from applying. The authors of the Opportunity Zone policy sought to remedy this by focusing the tax incentive on investors instead of projects. Once funds are pooled in an Opportunity Fund, they can be invested in projects through the familiar processes and timelines used for most investments. Risk is also shared under this structure, as investors and fund managers must identify good projects in order to make the investment pay off.

Given the history of past policies and programs, it is possible that investments may lead to gentrification, displacement, and inequitable development, but this risk is likely localized to a handful of regions, such as San Francisco, New York City, and Washington, D.C. New research by the University of Minnesota Law School’s Institute on Metropolitan Opportunity found that the most common type of change over the last two decades has been not gentrification but rather poverty concentration. In areas where there is a population-displacement risk, mayors and state policymakers can also use other financial incentives and permitting processes to help prevent displacement and encourage projects with greater social impact, such as prioritizing affordable housing over a market-rate condo.

A further critique of many placed-based programs is that they result in tax giveaways for investment that would have occurred anyway. Investors could flock to the projects that have known deal pipelines, such as real estate, in the markets they know best, such as major metropolitan areas, instead of taking on challenging projects in struggling locales.

Addressing this risk requires new services to help investors and project organizers find each other across the 8,700 zones. One such service is the Opportunity Exchange, which is working with several cities and states to serve as a searchable listing of projects. The platform also assigns a social impact score based on the OZ Reporting Framework developed by the U.S. Impact Investing Alliance, the Beeck Center for Social Impact and Innovation at Georgetown University, and the Federal Reserve Bank of New York. Expanding services like the Opportunity Exchange can help connect overlooked communities and high-impact projects with investors.

Even so, the Opportunity Zones program lacks the organizational infrastructure taken for granted in the education sector. There isn’t something like Chiefs for Change for Opportunity Zone coordinators or the Council for Chief State School Officers for state economic-development directors. Thanks to the work of the Economic Innovation Group, Accelerator for America, and the Local Initiatives Support Corporation, there are more ways for participants to share best practices, but philanthropic support of capacity-building organizations will be critical to the program’s long-term success.

How can Opportunity Zones impact education?

Education and workforce institutions are the backbone of most communities. If the goal of the Opportunity Zones program is to empower residents, then investing in educational opportunities will deliver powerful results for future generations and future success.

Early-childhood and afterschool care

High-quality, affordable childcare is essential to families’ economic stability, parents’ ability to work, and children’s healthy development. Many distressed communities, however, are afterschool deserts where families have limited access to afterschool care, tutoring, and other enrichment programs.

Qualified Opportunity Funds could be used to purchase or build new facilities or rehabilitate existing ones for providers. The city of Dayton, Ohio, for example, is pitching investors the chance to build a new public library and afterschool community center. Investments could even finance small businesses operating tutoring or early care programs.

Elementary and secondary schools

According to the 21st Century School Fund, there are 13,536 elementary or secondary public schools located in Opportunity Zones. On average, 71 percent of students in these schools come from low-income families. Many of these schools are also struggling, likely reflecting the distressed communities they’re serving. GreatSchools provides a snapshot of school quality based on data indicators and found that the average rating for schools located in Opportunity Zones was 4.0 out of 10.0, compared to 5.2 for those located outside an Opportunity Zone.

School districts in these low-wealth areas could tap into Qualified Opportunity Funds to improve their buildings. To deliver these modern schools, developers and a school district could form a public-private partnership using ground leases to transfer building ownership to private investors, while leaving the local school district in control of ongoing operations. The investment from a Qualified Opportunity Fund could then finance the renovations, with ownership returning to the district at the end of the term. This approach can be used by district schools, charter schools, and private schools.

The 21st Century School Fund has also suggested that developers partner with school districts to modernize underutilized school facilities as mixed-use community centers, involving partners such as health facilities, childcare centers, libraries, and even elder-care service centers. This approach is aligned with that of many emerging “community schools,” which work with families, students, and community organizations to identify and address unmet needs.

Developers can also incorporate new school construction into their projects. For example, the developers behind Greenpoint Landing in Brooklyn, New York, are building 5,500 new apartments, 1,400 which will be affordable, along with nine acres of parks and a new public school serving preschoolers through 8th graders. Other cities with large development projects could embrace a similar approach.

There are ways to leverage these resources for adjacent needs, as well. RBH Group is using Opportunity Zones to finance workforce housing for teachers in “Teacher Villages,” a strategy that could be important for cities with a higher cost of living.

Charter schools

While at least 22 percent of charter schools are located in Opportunity Zones, nearly 70 percent of Opportunity Zones are actually “charter deserts,” or areas of three or more contiguous, moderate-to-high-poverty census tracts without charter elementary schools. All things being equal, a charter network may want to consider expansion into Opportunity Zones to tap into Qualified Opportunity Funds, an additional source of facilities funding that can complement other forms of financing.

Developers can also include charters or private schools in mixed-used properties built using Opportunity Funds. Starwood Capital Group, for example, announced a development in the South Bronx that will be home to Zeta Charter School, along with retail and apartment units.

Even if charters don’t receive any Opportunity Fund investment, they can be part of a community’s revitalization plan. In Florida, charter schools can apply to be “Schools of Hope,” which allows their networks to establish new charters near low-performing schools. Governor Ron DeSantis has proposed expanding the program to allow charters to serve students in other Opportunity Zones, potentially bringing new education options to children in distressed areas.

Colleges and universities

Nearly every governor designated Opportunity Zones near universities and research institutions, creating the potential for commercializing research, supporting technology transfer, incubating student startups, and expanding student housing. Universities can serve as important anchor institutions in facilitating community planning. Arizona State University and the University of Delaware are already playing this role by leveraging their faculty, research, and convening abilities to assist communities with planning and development.

Higher-education institutions can also benefit from Qualified Opportunity Fund investments. Almost half of Historically Black Colleges and Universities are located in Opportunity Zones. Some of these campuses will receive investment from a newly created $50 million Opportunity Fund led by Renaissance Equity Partners, the HBCU Community Development Action Coalition, and Calvert Impact Capital. Similar funds could be established to support projects near community colleges or other institutions. For example, some research has suggested that when students live on campus, graduation rates tend to be higher. Opportunity Funds could allow colleges to expand student housing to serve more students and thereby improve outcomes.
Universities can also leverage their proximity to Opportunity Zones to create entrepreneurship incubators for students. Qualified Opportunity Fund investments could support building a dedicated facility and provide start-up capital for the most promising ventures.

Workforce-training programs

Communities have to create workforce-development programs to give residents the skills needed for new jobs—and to attract business development from companies that require those skills. Governor Larry Hogan, for example, is targeting state job-training funds in Maryland Opportunity Zones.

Workforce-training providers can also benefit from Qualified Opportunity Funds to build out services. The technology-apprenticeship provider Kenzie Academy is located in an Opportunity Zone in Indianapolis, which allows it to tap into Qualified Opportunity Funds as part of its fundraising rounds. Kenzie also recently announced a partnership with Hypothesis Studios that will use Kenzie graduates as candidates for roles at the startup organizations in Hypothesis’ portfolio.

Some Opportunity Zone businesses are even providing job training. Michigan-based Chart House Energy uses investments from Qualified Opportunity Funds to install solar panels and pass discounted energy costs to host facilities, which may include schools. But the company has also committed to hiring and training local residents, creating a new employment pipeline, and driving inclusive growth.

Business incubators can provide workspace, seed funding, mentoring, and training for entrepreneurs in fields like tech and advanced manufacturing. In Ohio, the Youngstown Business Incubator and Bounce Innovation Hub offer places for entrepreneurs to learn more about advancing manufacturing and 3D printing. In Michigan, projects like the Detroit Grocery Incubator help address the problem of food deserts by supporting entrepreneurs who wish to set up local grocery stores.

Entrepreneurs

Growing local businesses is an important part of addressing poverty and one of the primary objectives of the Opportunity Zone program. According to the Kauffman Foundation, for every 1 percent increase in the rate of new businesses started in a state, there is a 2 percent decline in the poverty rate.

Opportunity Zones give investors the chance to add Qualified Opportunity Funds to their portfolios and thereby support overlooked entrepreneurs in distressed communities. Hypothesis Studios, for example, is searching for mission-driven founders in Opportunity Zones who are trying to make an impact in sectors including healthcare technology, education technology, agricultural, and the Internet of Things. Modeled after the famous Edison Labs, Hall Labs in Utah has 25 companies and employs more than 200 engineers, scientists, and specialists. Hall Venture Partners is launching an Opportunity Fund, giving investors the chance to participate.

This same approach could be used by education investors to attract private capital to the launch and growth of education and workforce solutions. It could also be used to help target underserved populations, such as minority or female entrepreneurs.

For entrepreneurs, launching their startups in an Opportunity Zone creates a new fundraising advantage. For example, the next-generation assessment startup Imbellus is located in the heart of a distressed Opportunity Zone in Culver City, California, which means the company is eligible to receive Opportunity Fund investment as part of its next venture raise. This additional capital would help Imbellus accelerate its work developing new assessments through learning science, psychometrics, and artificial intelligence.

Incubators and accelerators could also be established within a zone to help jumpstart new education businesses or nonprofits. Matt Candler of 4.0 Schools, for example, is exploring the use of Qualified Opportunity Funds to develop small, creativity-boosting, approachable spaces like microschools and maker spaces.

Facilitating the success of Opportunity Zones

Investment is not guaranteed just because a community is designated an Opportunity Zone. It is up to mayors, community leaders, and local business leaders to bring projects to investors, define priorities, and provide additional support. Only then will Opportunity Zones drive inclusive growth.

How policymakers can help

Mayors and governors are well positioned to identify community assets and needs by evaluating current conditions in their Opportunity Zones. To this end, the Accelerator for America and New Localism Advisors is working with cities like Cleveland, Ohio, Erie, Pennsylvania, Louisville, Kentucky, Stockton, California, and South Bend, Indiana, on investment prospectuses that describe local demographic and economic trends, assets and anchor institutions, and potential projects for investors. The Local Initiatives Support Corporation has also released a playbook to help communities with their planning. Education and workforce institutions need to join these discussions to inform the work and potentially benefit from investment.

Policymakers will need to leverage state support through grant-preference points, eligibility criteria, or other state incentives to make projects in their Opportunity Zones more attractive for investors. So far, more than 150 bills addressing some or all of these policy levers have been introduced this year. Proposed legislation in Alabama, for example, would provide $50 million in tax credits to impact-oriented Qualified Opportunity Funds, which benefit projects in rural areas, technology companies, workforce-training providers, and affordable-housing developments.

But state policymakers do not necessarily have to pledge new funds, and, in many cases, can use existing state and federal dollars. The U.S. Department of Education is giving competitive preference to career- and technical-education projects serving Opportunity Zones under the Innovation and Modernization Grant Program within the Perkins Act, a federal law funding career and technical education. States can follow the federal government’s lead by making the Opportunity Zone designation an indicator of need in their own state grant programs. Or they can award bonus points for competitive grants allocated under the Every Student Succeeds Act.

These approaches allow states to encourage the types of development they want to see in Opportunity Zones and prioritize the projects most likely to benefit residents.

The role of philanthropic organizations

Philanthropies also have a critical role in the success of Opportunity Zones, particularly in terms of capacity building. Foundations can support local planning or provide funding for a dedicated Opportunity Zone coordinator. Along these lines, the Rockefeller Foundation announced that six cities will receive financial support for the hiring of a Chief Opportunity Zone Officer, who will be embedded in a city government or a city economic-development agency, and two community-engagement specialists. The Economic Innovation Group is also in the process of securing support for a forum where Opportunity Zone coordinators can exchange best practices and develop shared strategies.

Qualified Opportunity Funds also give foundations another tool besides traditional grants and program-related investments. For education and education-adjacent foundations, these funds offer unique opportunities to improve student outcomes. A “Whole Child” Opportunity Fund, for example, might complement school-based philanthropic endeavors by investing in a new grocery store in a food desert, building affordable housing for a low-income community, or creating dedicated space for tutoring and afterschool programs. Though these projects would normally be outside their grantmaking scope, Qualified Opportunity Funds let foundations address pressing needs by leveraging outside capital directed at mission-aligned projects.

Opportunities are what we make of them

The Opportunity Zones program is the largest community-development initiative in a generation, but its success isn’t guaranteed. Policymakers, mayors, community leaders, investors, developers, and philanthropic organizations will have to work together to get the best results for Opportunity Zone residents. If education leaders pursue these investment opportunities, they, too, can benefit from the program—and ensure better outcomes for those in distressed communities for generations to come.

John Bailey is an advisor to the Walton Family Foundation and a visiting fellow at the American Enterprise Institute. He previously created the Opportunity Zone proposal announced by President Bush in 2004.

The post The Education Opportunity in Opportunity Zones appeared first on Education Next.

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It’s Time to Reimagine School Information https://www.educationnext.org/time-reimagine-school-information/ Tue, 23 Sep 2014 00:00:00 +0000 http://www.educationnext.org/time-reimagine-school-information/ Well-designed applications and websites have allowed consumers to review easy-to-digest information like never before. Most parents, however, lack access to the useful information they need to determine how their child’s school is performing.

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“Let me Google that.”

“Google” has become a universal term for finding information online, and was officially recognized as a verb by the Oxford English Dictionary in 2006. Quick, simple access to useful information online has transformed the way we perform tasks ranging from perusing movie reviews before dropping $10 at the box office to spending thousands of dollars on a new vehicle. Few people plan a vacation without visiting TripAdvisor or a similar site. Many don’t choose a restaurant before checking in with Zagat’s or Yelp. Well-designed applications and websites have allowed consumers to review easy-to-digest information like never before.

Most parents, however, lack access to the useful information they need to determine how their child’s school is performing.

What Does School Information Look Like Today?

Federal law requires that all 50 states publish an annual report card for every public school in the state. But presenting complex student and school performance data in a format that meets federal and state requirements, is accessible across multiple platforms, and is user-friendly is an incredibly daunting task. Many state departments of education may not have the capacity to handle what is essentially a design issue, especially at a time when state resources are limited and the demands on departments are many.

The Foundation for Excellence in Education (ExcelinEd) spent the summer researching existing school report cards. ExcelinEd relied heavily on an influential study by the Education Commission of the States (ECS) that asked researchers, parents and experts if school report cards were easy to find and easy to understand.

Inspired by the ECS findings and a desire to mimic the parent experience, ExcelinEd searched online for school report cards for “Lincoln Elementary School” in each state (45 states have a Lincoln Elementary). We began with a basic Internet search and, when that failed, navigated to the report cards through state departments of education websites. We noted how long it took to find each report card, the effectiveness of a Google search, and how easy – or difficult – it was to navigate to and within the report cards.

Our observations echoed the ECS analysis and the experiences of far too many parents who are seeking information about their child’s school. In general, report cards can be:

Difficult to find. A team of researchers working with ECS struggled to locate many state report cards online. ExcelinEd observed that fewer than half the states’ report cards were “easy to find” in that they could be located through a quick Web search or via a couple of clicks from a state’s department of education homepage.
Lacking in visual appeal. One parent, who reviewed all 50 state report cards for the ECS analysis, commented that the report card was “extremely boring and [the] data in [the] tables [were] not clearly labeled or explained.”
Hard to understand. Many report cards meet the technical requirement of the law in terms of reporting data, but they fail to make it intuitive or provide context around the numbers. A parent in the ECS analysis observed that one report card provided “not much reference or explanation of the ‘B’ grade.” Similarly, ExcelinEd research revealed that one state awarded its Lincoln Elementary School 17.29 points for an “average growth z score” without further explanation.
Lacking in key pieces of data. Five indicators of performance are essential for a school report card: achievement, academic growth, achievement gap closure, graduation rates, and postsecondary and career readiness. Unfortunately, ECS found that just 14 states included all five essential indicators in their school report cards.
Data rich and information poor. On the other hand, some states report so much data that it can be overwhelming for parents. A parent interviewed by ECS likened the experience of digesting one state’s report card to “reading a corporate financial report of 20 pages.”

As pointed out in a recent blog post by Getting Smart, parents are not the only educational stakeholders who need better school information. Teachers looking for new jobs need information to identify the school that best meets their experience. Policy makers need information to guide school accountability decisions and more effectively engage parents. Advocates need information to determine whether all students in a district have equal access to high-quality schools. And, the general public needs information to engage in creating a better community.

All stakeholders should be able to evaluate any public school with the click of a mouse or the swipe of a mobile device.

Call to Action

An often overlooked and unappreciated innovation over the last decade is the advancement of design. We see it in the new ways data are visualized. IDEO has pioneered the notion of design thinking as a way of problem solving. Hans Rosling amazed TED viewers with compelling motion graphs that revealed global trends. Products are leveraging design innovation to improve not just functionality, but also the user experience.

To bring this same innovation to school report cards, the Foundation for Excellence in Education (ExcelinEd), in partnership with Getting Smart, has launched the My School Information Design Challenge (#schoolinfo) – a national competition to rethink and redesign the way in which key data is presented on school report cards so that they can drive decisions, spark discussions and support the efforts of state departments of education. The competition offers prizes totaling up to $35,000 for designers who employ the latest advancements in data visualization to effectively reimagine the appearance, presentation and usability of school information.

School report cards should reflect the very latest in graphic design. The design should be intuitive so the strengths and challenges of a particular school are easy to understand by all audiences – whether you are an education policy expert with a Ph.D., a parent in an underserved community with failing schools looking for better school options, a busy parent managing a child’s involvement in school activities, or a first-time parent choosing a kindergarten.

Graphic designers have a unique ability to take data, transform it, and rethink the way in which it can be visualized. And, through this design, make it more valuable and usable. Through the , we can tap into that talent to improve parents’ understanding of their schools and work with states to improve their ability to share valuable school information.

Ready access to easy-to-understand school performance data plays a vital role in improving our education system. If designed well, today’s required school report cards could be a critical tool in strengthening accountability, helping parents find the best educational options available for their child, and engaging communities in important discussions about the academic challenges and opportunities facing their schools. It’s time to support states in redesigning school report cards by attracting top talent, and providing research and inspiration for their design. Learn more about this exciting opportunity at MySchoolInfoChallenge.com.

– John Bailey and Tom Vander Ark

John Bailey is Vice President of Policy at the Foundation for Excellence in Education (ExcelinEd) and Executive Director of Digital Learning Now. Tom Vander Ark is CEO of Getting Smart, an education advocacy firm and a partner at Learn Capital an education venture fund.

This blog post first appeared in the Huffington Post.

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