1. Innovative Approaches to Offsite Monitoring and TA Provision Greta Colombi, NDTAC

2.  Onsite monitoring reviews tend to be short and infrequent.  Staff turnover tends to be high.  Title I, Part D, requirements can be challenging to understand.  Offsite monitoring is often necessary but can be challenging without effective communication and tools that help to  Coordinate the receipt of appropriate materials  Coordinate between your team of reviewers  Address issues as they arise 2 Monitoring Challenges

3.  Discuss ways to conduct offsite monitoring  Review innovative tools you can use to improve the monitoring experience, including when providing technical assistance (TA)  Do activity 3 Agenda

4.  Consider ways you could either begin or improve your offsite monitoring process  Become familiar with innovative tools you could use for offsite monitoring and providing TA between reviews 4 Outcomes

5.  Two primary methods  Desktop monitoring  State education agency (SEA) requests information/ data, subgrantees submit, and SEA determines compliance  Self assessment  Subgrantees complete and inform SEAs of compliance 5 Conducting Offsite Monitoring

6. 1.Set offsite monitoring schedule 2.Develop tools/protocols 3.Gather information/data 4.Review information/data 5.Respond to information/data provided 6 Offsite Monitoring Process

7.  In light of onsite monitoring schedule, how often do you need to conduct offsite monitoring?  What method(s) do you plan on using and when? 7 1. Set Offsite Monitoring Schedule

8.  What requirements do you wish to review?  Is there anything else you would like to know?  Do you have questions based on your review of their data and onsite monitoring results?  Are there broader issues that you wish to investigate? 8 2. Determine What Information/Data To Collect

9.  What tools could you use?  Forms  Checklists 9 3. Collect Information/Data  What vehicles could you use?  E-mail  Online system  Web-based survey  State system  Video/phone conference  Other

10.  How will you analyze the information/data?  Identify problematic patterns  Identify good examples that can be shared 10 4. Review Information/Data  How will you review the information/ data?  Confirm receipt  Confirm completeness  Confirm quality

11. 11 5. Respond to Submitted Information/Data  How will you respond to identified findings?  SEA writes official response/corrective action plan.  Subgrantee submits plan to address areas of noncompliance.  How will you respond to findings and other identified issues?  Develop a tiered TA approach based on analyses of results  Tier 1: TA for all  Tier 2: TA for some  Tier 3: TA for a few

12. 12 Innovative Communication Tools  Podcasts  Social bookmarking  Social networks  Learning management systems  Webinars  Blogs  Wikis  Document-sharing applications  Collaborative applications  Online forum

13.  Document sharing can be used to coordinate monitoring work among your SEA team of reviewers.  Google Docs in Plain English-sharing files http://video.google.com/videoplay?docid=527054393 9540408357# http://video.google.com/videoplay?docid=527054393 9540408357# 13 Example of Creative Solution

14. 14 Training Options  Face-to-face training  Webinars  Self-directed courses  Facilitated online course

15. 15 Activity  In pairs, discuss what innovative tools and strategies can be used by each offsite monitoring step (does not have to be in handout)  Report out (each pair is assigned to a step)