1. Phase 3: Ensure equity & sustainability: Funding strategies

2. 11/7/2017
Key question:
How will you finance your initiative to ensure all students have equal and excellent opportunities?
Intent of this slide: As outlined in the Leaders Guide, the Key Questions set up expectations for each of the Steps. The slides that follow will seek to answer the questions raised.
Timing: brief
Workshop Leader: “So in Step 7, we ask the following Key Questions…
How will you finance your initiative to ensure all students have equal and excellent opportunities to learn?”
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

3. Who owns the device(s)? Government or Sponsor pays Parents pay
11/7/2017
Who owns the device(s)?
Government or Sponsor pays
Parents pay
Co-contribution model
School pays
Workshop Leader: “ Ultimately as a school community, you should consider the various funding options that are available to you, and above all plan for a sustainable initiative that addresses the critical issues of equity. In establishing a 1 to 1 program, schools have the chance to either address or entrench a learning divide for their students for a long time into their future”
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

4. One-to-one funding equity
11/7/2017
One-to-one funding equity
Core Principles
Funding should ensure all students can participate
Funding should be structured to ensure it can be sustained indefinitely
Laptop funding must be supported by a commitment to professional development
Everyone who benefits should make some contribution
Workshop Leader: (Read slide..discuss with the group)
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

5. Co-contribution shared cost model of funding
11/7/2017
What % of the total cost might be contributed by families?
Co-contribution shared cost model of funding
Totally School funded
Family
funded
Workshop Leader: (Read slide..discuss with the group)
School owned
0% % % % %
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

6. A unique and flexible funding option…
11/7/2017
A unique and flexible funding option…
P&F/Foundation
School/District/Grant
Co-contribution model
Family
…that is sustainable, replicable and scalable.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

7. Start with some assumptions…
11/7/2017
Start with some assumptions…
Student laptop; $500
Bag; $30
3 years insurance; $100
Software *$80
Total Cost $710
Over 4 years $21/month
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

8. A unique and flexible funding option…
11/7/2017
A unique and flexible funding option…
P&F/District/State $27 pa
School ICT budget $47 pa
Co-contribution
Family ($2.50 per week) $130 pa
…that is sustainable, replicable and scalable.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

10. Case Study: Victoria, Australia Primary trial
11/7/2017 7:36 PM
Case Study: Victoria, Australia Primary trial
A co-contribution model has been determined for school participation in the Netbook Trial.
Department self insurance program for trial
Excess payable by parents for theft and non warranty repair of $100 for lease period
Total Contribution Requirement:
Region
$105 per netbook
School
$80 per netbook
Parent
$156 per netbook
DEPARTMENT OF EDUCATION AND
EARLY CHILDHOOD DEVELOPMENT
© 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

11. Portugal 11/7/2017 7:36 PM RUI GRILO
© 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

12. Funding the Portuguese initiative…
11/7/2017
Funding the Portuguese initiative…
Portugal
Portugal’s e-escola program-750,000 laptops (ASUS, ACER, Fujitsu, HP, Insys or Toshiba), along with broadband Internet access, to teachers and secondary students.
The laptops include Windows software and sell for EUR Students from low-income households receive the laptop for free, but they have to pay for the broadband service subscription.
Co-contribution from families and government supported by Telco funds..through sale of 3G spectrum.
INCOME LEVEL
1ST SCALE
2ND SCALE
3RD SCALE
Laptop €0
€150
Monthly Internet price €5
€15
€17.87
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

13. Issues that impact decisions around technology access
11/7/2017
Issues that impact decisions around technology access
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

14. Background reading..

15. Further reading..

16. Student Technology Access Strategy
11/7/2017
Developing a technology access strategy…
School selects, owns, but is personally enabled
Co-contribution, option to own, personally configured
Student selects, owns and configures
Student Technology Access Strategy
SOPE
BYOD
Student owned, school provides options, personally configured
School selects,
owns, and configures
Co-contribution, option to own, school configured
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

17. How well do your teachers manage technology?
11/7/2017
How well do your teachers manage technology?
theirs….. and their students?
how consistent is that across your staff?
Workshop Leader: (Read slide..discuss with the group)
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

18. is your model equitable? is it both sustainable, and scalable?
11/7/2017
Will your funding model ensure all students will have equal access to learning resources?
is your model equitable?
is it both sustainable, and scalable?
be very wary of funding of last resort.
Workshop Leader: (Read slide..discuss with the group)
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

19. How will software licensing be managed? home vs. school licensing?
11/7/2017
How will software licensing be managed?
home vs. school licensing?
how are costs impacted by various ownerships models?
upgrades?
Workshop Leader: (Read slide..discuss with the group)
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

20. Who is going to be responsible for maintenance of student computers?
11/7/2017
Who is going to be responsible for maintenance of
student computers?
vendor/3rd party, students?
lifecycles?
how much resources will the school allocate to this?
data loss and recovery?
Workshop Leader: (Read slide..discuss with the group)
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

21. how will SLAs & KPIs be managed?
11/7/2017
To what extent will ‘extras’ such as extended warranty and insurance be mandated or optional?
how will SLAs & KPIs be managed?
Who is responsible for loaners, lemons and losses?
Workshop Leader: (Read slide..discuss with the group)
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

22. To what extent does policy determine what is on students’ machines?
11/7/2017
To what extent does policy determine what is on students’ machines?
games policy, social media?
school space, personal space?
Workshop Leader: (Read slide..discuss with the group)
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

23. 11/7/2017
Who will be responsible for managing compatibilities, images, viruses and security?
school or students?
Workshop Leader: (Read slide..discuss with the group)
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

24. who defines the functions specifications?
11/7/2017
How do you develop criteria to clearly define your students’ personal computer requirements?
who defines the functions specifications?
what justifies anything less than a personal portable computer?
what role does price play?
how does this limit your choices?
Workshop Leader: (Read slide..discuss with the group)
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

25. How far do your Helpdesk services stretch? how to manage costs?
11/7/2017
How far do your Helpdesk services stretch?
how to manage costs?
how to resolve issues between student- owned and installed software and school- owned and installed software?
Workshop Leader: (Read slide..discuss with the group)
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

26. 11/7/2017
One final question
Does your school have the expertise, resources and budget to effectively manage a variety of technologies across a variety of platforms?
Workshop Leader: (Read slide..discuss with the group)
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

27. 11/7/2017
One emerging response which is gaining momentum is to find middle ground which accommodates all options.
Three key principles…
School sets out acceptable feature set for any personal laptops that will be brought from home.
School offers an option for students to lease a laptop for those who do not have, or do not want to bring, their own device.
School has supplementary equity funding support for those fiscally challenged.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

28. a critical conversation…
11/7/2017
a critical conversation…
What are your possible sources of funding?
How sustainable are they in the medium to long-term?
What would you predict would be the likely funding mix for your initiative?
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.