1. D1- Leveraging PBIS Implementation Leader Presenters: Rob Horner, University of Oregon Caryn Ward, University of North Carolina (SISEP) Key Words: Evaluation, Implementation, Leveraging

2. Objective
Define the role of “resource leveraging” in the implementation of PBIS for large districts, regions and states.
Summarize
Horner, R., Ward, C., Fixsen, D., Sugai, G., McIntosh, K., Putnam, B., & Little H. (under review). Resource leveraging to achieve large-scale implementation of Effective Educational Practices.

3. Assumptions Implementation occurs in stages
Exploration
Installation
Initial Implementation
Full Implementation
Implementation is also cyclical
Demonstration
Small-scale adoption
Systems change
Large-scale adoption

4. Where are you in the implementation process
Where are you in the implementation process? Adapted from Fixsen & Blase, 2005
We think we know what we need so we are planning to move forward (evidence-based)
Exploration & Adoption
Let’s make sure we’re ready to implement (capacity infrastructure)
Installation
Let’s give it a try & evaluate (demonstration)
Initial Implementation
That worked, let’s do it for real and implement all tiers across all schools (investment)
Let’s make it our way of doing business & sustain implementation (institutionalized use)
Full Implementation

5. Implementation Resources
Resource Leveraging
Resource leveraging is the process by which initial investment in personnel, materials, and events to achieve a targeted goal results in additional investment being allocated toward that goal.
Implementation Resources
Imp Resources
Goal
Goal
Results

6. Schools Implementing PBIS August, 2017
13,832,582 Students
3367
High Schools

7. Schools Implementing PBIS August, 2017
21 States with over 500 schools using PBIS

8. One Example: California
Initial adoption of PBIS
Development of California PBIS Coalition
Cal TAC
Dissemination of fidelity and impact outcomes
State legislation
State and Federal Funding

10. Local School Demonstrations
Visibility
Political
Support
Funding
Policy
Leadership Team
Active Coordination
Training
Coaching
Technical
Expertise
Evaluation
Local School Demonstrations

12. Funding Political Support Visibility Policy CDE Cal MHSA CCSESA
K-12 SMHI Region Leads
Active Coordination
Training
Coaching
Behavior
Expertise
Evaluation
Data Collection
County Office of Education
Local School/District Teams/Demonstrations

14. Main Messages
Build implementation plans that assume resource leveraging will be needed.
It typically takes 2-3 years for PBIS implementation to generate the results needed for leveraging
Number of schools
Level of fidelity of PBIS Tier I implementation
Improvement in student outcomes (ODR, academic)
Plan for formal marketing and dissemination of initial implementation efforts/ outcomes.

15. Demonstrating a Leveraging Effect
Document that schools can adopt PBIS with fidelity.
Use the TFI
Report fidelity data
Document that adoption of PBIS is cost effective
Build district capacity
Use local teams
Document improved student outcomes
Office discipline referrals
Attendance
Suspensions/ Expulsion
Reduction in discipline disproportionality
Improved academic outcomes
Link Social and Academic gains

16. Elements of Resource Leveraging

17. Example #2: Midwestern State
$1.3 Million
MTSS: Integrated Reading & Behavior Model
65 schools across 5 districts
$5.8 Million per year (federal & state)
8 Regional Agencies
77 School Districts
(29 integrated)
Adequate Fidelity (Behavior)
Increased Attendance rates
Improved oral reading fluency rates
Reduced problem behavior
Improved behavior climate
Consolidation of less effective projects
Policy implications: 3rd grade reading law, Governor special task force

19. Myth of the Perpetual Motion Machine
Cant Scale without Sustaining:
Local Capacity Building Needed

20. Local District Capacity and Fidelity Matrix
Midwest Suburban District (26 schools):
PBIS Implementation 2010-present
Implementation District 2013-present (Transformation Zone)
Capacity
Fidelity
DCA= District Capacity Assessment

21. District Capacity and Fidelity Matrix
# Schools w/No Data
Decrease # Schools at fidelity
# Schools at fidelity same
Increase # Schools at fidelity
60 % or more schools at fidelity
DCA > 80
DCA
DCA < 60
* * *
T3, T4,T5
Capacity * T2 *
Time 1

22. District: Impact on Students Outcomes
Midwest Suburban District (26 schools):
PBIS Implementation 2010-present
Implementation District 2013-present

23. Transformation Zone
A methodology for capacity building and scaling that uses resource leveraging

24. Transformation Zone Vertical slice of the system
Small enough to be manageable (N = 1-3 Regions; up to 15 districts)
Representative of key aspects
Large enough to disturb the system
Resource alignment
Intentional use of PDSA Cycles
Establish Practice-Policy Feedback Loops
Cycle

25. Repurposing of Structures, Roles, & Functions
System Leadership Team
System Implementation Team
Regional Implementation Team
Executive Sponsor Team
Transformation Zone
District Implementation Team
District Implementation Team
District Implementation Team
Building Implementation Team
Building Implementation Team
Building Implementation Team
Building Implementation Team
Building Implementation Team
Building Implementation Team
Building Implementation Team
Building Implementation Team

26. Example State Capacity: Math Practices

27. Example Regional Capacity: Math

28. Example District Capacity: Math

29. Example: Schools Capacity for Math

30. Example: Baseline Classroom Fidelity

31. Planning for Resource Leveraging
In your implementation experience,
What points in time of an implementation should resource leveraging be considered and decisions made?
Where are implementation efficiencies often seen in initial implementation efforts that can be leveraged?
Where are resources sources for sustainability and/or scaling more likely to come from?

32. Maximizing Your Session Participation
When Working In Your Team
Consider 4 questions:
Where are we in our implementation?
What did I hope to learn?
What did I learn?
What will I do with what I learned?

33. Leadership Team Action Planning Worksheets: Steps
Self-Assessment: Accomplishments & Priorities
Leadership Team Action Planning Worksheet
Session Assignments & Notes: High Priorities
Team Member Note-Taking Worksheet
Action Planning: Enhancements & Improvements

34. Please Provide Feedback
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35. San Diego, California Pre-Conference Workshops: MARCH 28
Save the date, March 28 – 31, 2018 for the…
Pre-Conference Workshops:
MARCH 28
Skill-Building Workshops:
MARCH 31
Breakout Sessions
Networking
Posters
Exhibits
San Diego, California
Manchester Grand Hyatt San Diego, One Market Place
For more information,
go to:
conference.apbs.org