Assess. Analyse. Intervene.

This white paper – Assess. Analyse. Intervene. From E-Assessment to Personalised Learning – was written to help Ministries of Education, Local Education Authorities and prospective suppliers understand how to build on E-Assessment and E-Examination to create personalised learning experiences. Taking the three key building blocks of Assessment, Analytics and Intervention, the paper defines a Personalised Learning Platform and its interfaces within a broader schooling ecosystem – the Schooling Enterprise Architecture.

The central proposition to this paper is that using data generated by the growing use of E-Examination and E-Assessment process offers significant value for increasing the effectiveness of the schooling systems.

Schooling system needs to constantly innovate and evolve.  This paper sets out a vision for how schooling leaders can make learning even more effective by personalising the learning experience for all school students – without introducing unmanageable complexities.

The implementation of the key recommendations of this paper should deliver the following benefits:

  1. Effective learning – Intervention is about developing virtuous cycles of learning, tailored to individual needs
  2. Deep insights – using deep analytics, new and unpredicted patterns can be found that can help inform decision makers about where to focus investments
  3. Timely intervention – whilst E-Assessment takes essential “rear view mirror” snapshots of learning performance, predictive analytics can be used to constantly steer students in the right direction, maximizing the chances of doing well in assessment and examinations

Three interdependent processes combine to deliver a personalized learning experience:

  • Assess
  • Analyse
  • Intervene
Figure 1. The three main components of a Personalised Learning Platform

Ongoing assessment from a range of sources is used to gather data about how individuals and groups of students are learning. This data is analyzed to help target students with tailored learning, and to make decisions that lead to increased effectiveness. Using data, interventions can be set up do deal with issues such as reducing drop-out rates; selecting the most effective ways of improving reading and mathematics; and dealing with risks before they become a problem. Ultimately interventions can be tailored for individuals and groups of students.

Each of these processes are interconnected in multiple ways –

Figure 2. Logical connections between functions

The white paper explores these processes and how they integrate and can be implemented.

Download the white paper here: Assess. Analyse. Intervene. From E-Assessment to Personalised Learning

Thanks to Quoc Bui; Horng Shya Chua; Puay San Ng and Edgar Ferrer Gil.

III Forum Microsoft Educacion, Madrid, May 17th

Thanks to all those who came to my workshop and keynote speech at the III Forum Microsoft Educacion, Madrid (#IIIForumEdu). This was a really well organised and well attended event – and thanks to my Microsoft colleagues, especially Juan Ramon Alegret Crespi; Maria Zamorano Alberruche; Irene Ocaña del Rey; Lola Chacon Gutierrez; and Fernando Bocigas Palma.

Here’s a link to the OneNote file complete with on-the-fly annotations:

Schooling at the Speed of Thought keynote

Invitation – Schooling Solutions Community

Thanks to the 80 people from 25 countries that took time out from the BETT Show to spend a morning with us at the Schooling Solutions Workshop.

As Roberta Bento from Planeta Educação said – “its amazing how so many of our problems and opportunties are the same”.

Key themes that emerged from the workshop included:

  • Deployment
  • ROI and effectiveness
  • Elearning and Content
  • ITL Research
  • HTML 5
  • Cloud (Live@edu; Azure; InTune)
  • Security

I’d like to thank Bruce Dixon, Sarah Armstrong, Edgar Ferrer Gil, Fotis Draganidis, Dan Baelum, Kirsten Panton, Walid Mohamed, Thomas Hauser and Dolores Puxbuamer for delivering the event.

Schooling Solutions Workshop, London, January 12, 2012

If you are in London on the 12th January for BETT, come and join us at our  Schooling Solutions Workshop.

Key questions that the workshop will address include:

  • How can standards be raised whilst reducing costs?
  • How can you take advantage of trends such as personalization, BYOD, Cloud and virtualization?
  • What approaches can you take to simplify and improve ICT services?

This workshop will bring you up to speed with the latest worldwide trends in education technology and give you practical methods and approaches that you can use immediately. It will be a mix of formal presentation and round-table discussion with world-class experts and leaders in their fields.

Designed to help decision makers plan more effective, efficient and inspiring systems, the workshop will provide an understanding of the Microsoft technology roadmap, solutions for access, connected communities and analytics, and offer the opportunity to work in groups with experts.

Agenda

Time Session
09.00 Solutions for Schooling
10.00 E-Learning
10.30 Institutional Effectiveness and Efficiency
Round-table – project planning sessions
11.00 Access
Managing large scale access programs
Learning
Using ICT to increase learning outcomes
OperationsUsing data to improve decision making
12.30 Reflection & Networking Lunch
  • Date: Thursday, 12th January, 2012
  • Time: 09:00 – 13:00 followed by lunch
  • Location: Microsoft Offices, Cardinal Place, 100 Victoria Street, London, SW1E 5JL

Confirmed speakers/facilitators include Mike Lloyd, Sarah Armstrong, Matthew Fox, Edgar Ferrer Gil, Fotis Draganidis, and Thomas Hauser .

To book your place, contact your local Microsoft Education representative, message me on Facebook, or drop me an email

Austria – e-Learning and Innovation Conferences

Thanks to my colleagues in Austria for inviting me to give the keynotes at the “Elearning Conference” in Eisenstadt and the “Microsoft Innovation & Education Conference 2011” in Vienna.

In all, around 350 senior Ministry of Education, Local Authority and teachers attended these events to learn about effectiveness, collaborative learning and the “new world of work”.

My presentation covered the following topics:

  • How can ICT accelerate the learning process?
  • How can ICT be used to drive operational efficiency?
  • How can ICT help drive transformation?

The slides can be downloaded here – Schooling at the Speed of Thought Austria, November 2011

Each of the participants at the Vienna event got a copy of “Schooling at the Speed of Thought“.

Thanks to Yuri Goldfuß; Andreas Exner; Daniela Denk; Mirjam Blechner; Thomas Hauser; Ulrike Lanner; Sven Reinhardt; and Dolores Puxbaumer for an excellent reception and well organised agenda.

BYOD / BYOC?

The question of “Bring Your Own Device” (BYOD) is dividing opinion across the world of Ed Tech – and increasing scrutiny over how schooling budgets are spent is fuelling the debate. In essence, BYOD is about letting students bring their own devices – from mobile phones to full blown laptop PCs – into school as part of formal learning. Regardless of whether this approach is right or wrong, increasing numbers of schools – particularly in the United States – are adopting this approach.

In the US, BYOD is often seen as a strategy for schools to do more with less. EdWeek reported that one US State paid $56k in repairs for the computers they lease for $175k annually, so it’s easy to see how BYOD can seem an obvious approach for some. However, shifting the ownership of devices has many complex implications for how schooling systems operate. BYOD has complex and hidden costs which need to be considered carefully.

This article sets out the arguments for and against BYOD, highlights key considerations and proposes some potential ways forward.

What is BYOD?

In adopting BYOD, schooling is following a broader trend in the world of business. Monica Basso, Research VP at Gartner, predicts that by 2014 “90% of organizations will support corporate applications on personal devices.” At companies like Kraft Foods, rather than providing some employees with a standard laptop configuration, money is offered to let staff go out and get what they want.

Delloite observes that “most [business] users strongly believe they should be allowed to install any mobile application, visit any mobile website, and store any personal data they want on their personal device regardless of who paid for it”.

According to Forbes, reported on Yahoo, the adoption of technologies in the enterprise is increasingly being driven by consumer preference, not corporate initiative. “Many organizations are considering allowing personally-owned mobile devices to access business applications in order to drive employee satisfaction and productivity, while reducing their mobile expenses”.

In schooling, BYOD has different goal – it’s about enabling students and teachers to bring their own devices into school to support formal learning and productivity.

Why Should BYOD Be Considered?

From just a utility perspective, BYOD makes perfect sense. Why have a computer gather dust in the student’s bedroom while they are in school, and why have a school computer gathering dust in the 85% of time that students are not in school? Consolidating two resources into one has great potential for cost savings. Where the number of computers in a school is low, BYOD can be a quick way to boost access levels.

BYOD saves the school having to buy all the children a device, allowing school funds to be focused on providing access to the less well-off pupils.

Cary Harrod writing on the AALF blog –

“We launched our BYOL program this past January with our 7th graders. It was an overwhelming success in several key ways:

Out of 559 7th graders, we had 353 students bring in their own laptop, netbook or tablet pc. Add that to the 160 district owned devices and it’s easy to see that one of our major goals was met…to increase access to technology for ALL 7th graders… we successfully increased access to students who were unable/unwilling to purchase their own device access to technology without the barrier of having to check out a cart of laptops”.

Carry’s school didn’t’ service the computers either. “It was made clear to the parents that they owned the device… it was no different to when I take my device to Starbucks; Starbucks does not assume responsibility for my device…I do”.

Carry’s school is teaching their students “how to select the best computer and the most appropriate tools for their individual needs” and “through intensive professional development “we were able to move our teachers towards a student-centered way”

Why not BYOD?

Not everyone supports the BYOD concept. In fact, many people do not. Jim Wynn, former Headteacher and now senior Director at Promethean doesn’t believe BYOD is a viable concept for the classroom yet.

Imagine the possibility of 25 students walking into a classroom with what could amount to 25 different devices – with a teacher who is afraid of computers! Imagine the kinds of things that teachers could potentially hear in a BYOD environment:

“Miss, how can I get my phone to see the Wi-Fi”

“Sir, my battery has run out”

“Sir, a big boy put my computer in the bin”

Even the most advanced adult technology users frequently suffer from common technical issues such as getting Bluetooth devices to connect, so letting students loose across a range of technologies during classes is a recipie for potential chaos.

There are other factors to consider too:

  • The most commonly owned mobile device is mobile phones. Not everyone has got a phone that is powerful enough to enable high quality research, homework, coursework, revision, etc
  • Variation in the different types of student-owned devices, from Blackberries to i-Pads to Laptops, may make it hard for teachers to run lessons where they may want all the students to undertake the same tasks
  • Health & safety liability and requirement for all devices to be tested for suitability for use in a schooling environment

Gary Stager writing in AALF news asks “BYOD – Worst Idea of the 21st Century?” and says that BOYD:

  • Enshrines inequity
  • Narrows the learning process to information access and chat
  • Increases teacher anxiety
  • Diminishes the otherwise enormous potential of educational computing to the weakest “device” in the room
  • Contributes to the growing narrative that education is not worthy of investment

“Of course teachers should welcome any object, device, book or idea a student brings to class that contributes to the learning process. However, BYOD is bad policy that constrains student creativity, limits learning opportunities and will lead to less support for public education in the future”.

Towards BYOC

Gary Stager, asks “when was the last time you walked into a computer store and said, “I’d like to buy a device please?” Nobody does that. You buy a computer….. BYOD simplistically creates false equivalencies between any object that happens to use electricity… Repeat after me! Cell phones are not computers! They may both contain microprocessors and batteries, but as of today, their functionality is quite different”.

“Kids need a personal computer capable of doing anything you imagine they should be able to do, plus leave plenty of room for growth and childlike ingenuity”.

Whilst Cloud computing and HTML 5 will make the type of computer that you are using less important in the longer run, let’s be clear – effective learning with and through technology requires that students have computers. Ultimately, we want students to produce content – not just consume it – and develop their own learning experiences.

Ideally, every student should have their own computer for use both in and out of school. There will be many places where this just isn’t practical for all students, so in these cases there should be an appropriate progression towards increasingly available and increasingly powerful computing, so by the time a student leaves school, they are fully IT literate and ready to enter the university or the jobs market with a computer that they know how to use, and with a portfolio of high quality materials, applications and resources – online and on their hard-drive.

“Hybrid BYOC”

Clearly, BYOD or even BYOC as a blanket approach in any schooling system is going to be problematic.

Bruce Dixon again – “We are most likely going to see a gradual shift of the responsibility for the provision of a personal portable computer for our students from schools to families, as costs come down further, and computers are commoditized even more. But it will take time for the most effective funding, implementation and management models to be developed, and I expect they will, for the most part, be blended models”.

According to the e-learning Foundation, “In some areas all the pupils might have a suitable device they can bring in, so there’s no stigma attached to those who don’t have their own”.

There’s a crucial point here – BYOC may work in some areas – particularly where consumer technology usage amongst students is high and consistent. In other areas BYOC may not work at all because of a lack of appropriate devices in the hands of students.

There is no need to think of BYOC as a “blanket” approach at single school level either. E.g. at West Hatch School, London, just those students between 16 and 18 years old who have elected to stay at school for an extra two years can bring their own computers to school and access school resources.

Practical Considerations

Whether BYOC is the right approach or not, there is an increasing number of schooling systems under extreme budget pressures so there’s a practical reality that has to be addressed right now.

For those schools wishing to consider BYOC, an understanding of complex issues such as trust and liability is essential.

Trust

Which users do I trust with which data and applications and under what circumstances? Every organization should have its data classified in terms of who has access to it. However, BYOC adds another layer of complexity to the trust models because BYOC computers are not locked down as tightly as school owned computers, so can easily fall in and out of compliance.

Acceptable Use Policies will vary, and user expectations will differ. On school owned devices, users may accept not being able to use social networking apps, but that type of policy is unacceptable for personal devices.

West Hatch gets around this problem for student-owned devices, to an extent at least, by using a role based portal. Alan Richards – “the only reason this [BYOC] works is the fact that all resource are available through SharePoint, so as well as shared documents they can access their email, home drives, media etc”.

Liability

Whilst schools should have risk assessments covering actions such as unsecured use of organizational data to accessing inappropriate applications or websites, BYOC introduces new complexities:

  • Different protections may be required on different devices, depending on type of device and the OS that they run on.
  • A teacher or student who brings in their own device may have the expectation that they can use it however they wish. Is inappropriate use still a liability for the school, even if it doesn’t affect its data?
  • How is liability affected when computers are partly funded by the school?
  • There is a risk – albeit a small risk perhaps – of the school accessing and damaging personal data (for example, if IT inadvertently wipes a user’s personal data or applications)

On teacher-owned computers, at least, both the trust and liability issues can be addressed in part by if end-point data encryption implemented.

Regardless of how robust and secure the IT system, every school wanting to implement BYOC should seek their own legal advice on how to frame and assess liability between BYOC and more traditional access programs.

Equity And Finance

A key risk of BYOC is increasing the digital divide, so a BYOC program would need to be combined with effective initiatives to acquire or upgrade ICT, for those students that need this, including subsidized models.

Bruce Dixon, Founder of AALF, has given advice on 1:1 access programmes for nearly 15 years – “one of the benefits from an effective 1:1 program would be to provide 24/7 access, and there is a reasonable expectation that parents should make some contribution for the 80% of the time their son or daughter could now use a laptop for personal use outside school. However, I’m not sure why we can now suddenly expect parents to pick up 100% of the cost.”

According to the “e-learning Foundation” – a trust supporting the 1:1 access initiatives in the UK -“schools will need to provide all students who cannot bring their own device into school with something suitable, otherwise the school will create a digital divide, favouring wealthier pupils”.

Beware Of Potential Unintended Consequences

Transferring the burden of purchase to the students’ parents can be a “double-edged sword”. For example, organisations in consortia have purchasing power that can potentially drive costs down when ordering large volumes of IT goods and services. Passing on the cost of PC ownership to the student reduces the volume of IT purchased by the institution and therefore reduces negotiating power. When purchasing occurs on a large enough scale, a widespread BYOC policy could potentially drive up the net cost of providing computers to those who the schooling system will still need to provide a computer to.

There could be other unintended consequences too. As Microsoft’s Edgar Ferrer Gil points out, if a school depends heavily on Flash based learning content, then a whole subset of devices will not be able to utilize those resources, so a BYOC policy in isolation could reduce the value of investments in devices, IT resources and content.

There’s a cost too in supporting different technologies. For example, in the world of business the widespread adoption of RIM Blackberry’s required an expensive Blackberry server.

Consistency

If several students have different types of software, then it will mean that teachers need to adjust to that. For instance, a teacher won’t simply be able to set up a lesson where the students collaborate using a single application or service. Imagine the scenario when an LMS won’t accept certain file formats leaving students to figure out how to turn in their assignments if its not in the correct file format.

If a BYOD or BYOC implementation allows any device to be brought in, then the organization can expect to see old, second-hand and possibly even stolen devices – which pose legal, and security risks from viruses or malware.

Edgar Ferrer Gil again – “Schools need to think carefully what BYOC means to them. There are things that are going to run fantastically well on the right kind of device – eg standards-based cloud services, internet connectivity, file sharing and in some cases virtualized desktops. But today, I think that the ROI of a fully-open BYOC policy will be extremely poor”.

IT System Architecture

BYOC can quickly lead to 1:1 access ratios, and this has significant implications for infrastructure and IT services –

Physical Environment

Cleary, having appropriate furniture, benching, electrical sockets for charging and extensive wireless access points, is a key first step. It’s also important to provide secure lockers for storage of computers when not in use.

Network

As device choice becomes fluid, confirming identity of user and device, usually through the use of certificates, becomes more important.

Proxy servers are required to present login requests to users when using their own computers in the same way as you would filter usage for students using a school-owned computer.

At West Hatch, all routes for external traffic from the school’s data switches point to a Smoothwall box which deals with proxying. Computers that are on the school domain point to the same box but to a specific port. Computers that students bring into the school don’t point to a port and are captured by Smoothwall, which presents the user with an SSL login page asking for their domain credentials. This gives the same kind of user experience as you would get when using an Internet connection in a hotel or public space. At West Hatch, this approach works across any device or OS.

Optimised Core Infrastructure

Managing the extra workloads that a BYOC program would place on a school’s IT infrastructure requires that the infrastructure is optimized – ie made more robust and secure. Infrastructure Optimisation is a program that should be applied to the school IT infrastructure if BYOC is being implemented.

Key elements covered in Core Infrastructure optimization include:

  • Client Services
    • Management
    • Security
  • Identity & Security Management
  • IT Process & Compliance

Another key technical consideration is support. Whilst, as already discussed, some schools are passing-off technical support to parents, the danger with this approach is inequity – some students will have to wait longer than others for their computers to be up and running. On the other hand, it’s completely unreasonable to expect schools to be able to support just about any device on the market.

The only realistic way around this is to have a BYOC policy that narrows the range of computers accepted in the school environment to reflect capacity of local support services – both inside and beyond the school. In other words, if neither the school nor local computer repair shop can support a particular Operating System or computer, it’s best not to include these in the BYOC policy.

Remote Desktop Services (RDS, formerly Terminal Services)

Working with mixed computers in a classroom can be made a lot easier if schools were able to “push” desktops to those computers. In other words, regardless of computer type or its Operating System, the student would get a desktop provided by the school. Such a desktop could contain a full range of applications and resources needed to cover the curriculum. As the desktops would be delivered from a Server, the only requirement on the device would be a browser and possibly a small client application.

The first and easiest way to do this is through Presentation Virtualization, which was covered in detail in the “From Virtualization to Private Cloud” article. A relatively straightforward way to deliver Presentation Virtualization is Windows Remote Desktop Services (RDS).

RDS applications run in Virtual Sessions, each projecting a Windows user interface to a remote client computer. For non-Windows computers, a Citrix client application can be installed and this will allow the same user experience as with a Windows device. (There are also 3rd party RDP clients available for slates and phones). In a Remote Desktop Session, the device processes only screen refreshes sent from the server, and mouse clicks and keyboard strokes are being sent back to server. Whilst users will get a Windows interface, it won’t be a Windows 7 interface. Administrators should be careful not to assign administration rights to RDS users.

Virtual Desktop Interface

VDI offers a more sophisticated approach to remote desktops. From the client device perspective much is the same as with RDS, but there is added sophistication on the server which gives additional scope for flexibility.

With VDI, sessions are delivered through Virtual Machines run within a Hypervisor such as Hyper-V. Each virtual machine can contain a different Operating System and a different set of applications. This allows school to offer each student has their own specific desktop, subject/topic specific desktops. As each virtual machine (VM) runs in its own environment trust relationships are easier to manage. Each VM is a file enabling easy backup and portability. The entire desktop “estate” can be run through a management product such as System Center.

West Hatch School is evaluating VDI, looking at it eventually as a web-based resource for access beyond the school gates.

Classroom orchestration

Ideally, a teacher would not only be able to push out a common virtualized desktop, but orchestrate a class too. This means having control over the computers whilst they are in the classroom. For BYOC schemes that stipulate bringing in Windows devices, Multipoint server can be used to combine old and new school-owned computers with student owned computers in a single, orchestrated network.

Conclusion

The net is that BYOC is really not the silver bullet to widespread access that it appears on the surface. The argument that IT can’t be funded is a not a budget question – it’s a prioritization question! BYOC won’t come free – it will require investment, and as always, the most important question to ask with any IT investment is “what outcome do you want?”

Bruce Dixon, writing in the AALF blog, observes – “Seems the last thing anyone wants to ask is, ‘What will they want to do with it?’”

Full BYOC, partial or no BYOC at all, it makes no sense to decide on an approach without first being crystal clear about what results or impacts are wanted.

Once the intended learning and operational outcomes are clear, Schooling Enterprise Architecture offers a formal process for developing impactful learning solutions. Whether BYOC is an appropriate approach or not depends entirely whether it fits with higher level organizational goals, circumstances and capacity. BYOC, ultimately, should be part of the process of simplifying ICT, and if adopted at all, it should be very carefully thought through.

Thanks to:

Sven Reinhardt, Edgar Ferrer Gil, Dan MacFetridge, Erik Goldenberg, Bruce Dixon, Jim Wynn, and Alan Richards for contributions to this article; and to Brad Tipp/Howard Gold for graphics.

Driving Complexity Out Of Schooling ICT

This article is a first draft on what I think will become an increasingly important thread. Complexity has caused some serious and extreme failures in other areas of the Public Sector. The UK National Health Service “National Programme for Information Technology” project is just one of many high-profile, massive Public Sector ICT projects around the world that have buckled under the weight of their own complexity. As schooling ICT systems develop in sophistication and scale, it’s a reasonable assumption that the struggle against complexity in this area will increase significantly.

A Simple Model Of Complexity

Take 12 dice, put them in a bucket and give the bucket a shake. Pour the dice on the table.  How many possible combinations (states) could you have? The answer – 2 bn. To be precise, where you have 12 components each with 6 possible states, the possible number of states is 612 = 2,176,782,336. So what has this got to do with schooling ICT?

The dice example is a metaphor for how complex any ICT system can be. Each component in an ICT system – software, hardware, process, workflow etc – can all exist in many different states. A single piece of software, with 12 variables each with 6 possible states would have in excess of 2bn possible states. Likewise, a process with 12 decision points, each with six possible paths would also have over 2bn possible states. Combined, these systems have trillions of possible states.

So what does this mean to you? If your role involves responsibility for complex systems – either in a management or technical capacity – having a method for dealing with complexity will likely be very useful indeed.

Let’s begin by acknowledging that complexity is the enemy of effectiveness and efficiency. Complexity costs money and can cause systems fail to get off the ground, or collapse when they are running. Removing complexity removes costs – and lowers risk too – so it’s well worth thinking about. This article sets out a V1.0 five step processes for driving out complexity from your systems. Parts of this are based on a wonderful piece of work on this area by Roger Sessions called “Simple Architectures for Complex Enterprises”, which I strongly recommend. The method has 3 elements:

  • A container
  • 5 steps
  • A maturity model pathway
Schooling ICT Simplification System

Container – Enterprise Architecture

The 5 step process – which we’ll call “Schooling ICT System Simplification” – sits within the context of Enterprise Architecture. This is the container for all the components and relationships within large, complex systems. Three definitions are important here:

  • Enterprise: a collection of organisations that share a common set of goals. Enterprise in this sense does not mean “business”, though businesses can be enterprises.
  • Architecture: a system’s components and the organisation of how they relate to one another.
  • Enterprise Architecture: a description of the goals of an enterprise, how these goals are realised by processes, and how these processes can be better served by technology.

Enterprise Architecture (EA) is a 20 year old discipline, and is used to organise technology to add value in complex organisations.

There are several “off-the-shelf” Enterprise Architecture methodologies that one could use, eg:

The Queensland Government in Australia also has some potentially useful thinking in this area with their “Queensland Government Enterprise Architecture 2.0

These can all play a role in schooling systems, but schooling has some very specific structures and requirements that would require a ‘standard’ EA to be adapted considerably. This is why I wrote Schooling at the Speed of Thought – the goal of which was to help schooling systems develop a domain specific version of Enterprise Architecture called “Schooling Enterprise Architecture” (SEA). Since writing Schooling at the Speed of Thought I’ve updated SEA to Version 2.0 below.

“Schooling at the Speed of Thought” was designed to take organisations a long way towards defining their goals, how these goals are realised by processes, and how these processes can be better served by technology.

Schooling Enterprise Architecture V2.0 (SEA)

With Enterprise Architecture established as the container for all activities relating to developing ICT systems, the next step is to embark on the simplification process itself.

1. Govern

High quality decision making is the bedrock on which reducing complexity rests. You will need an organisational model for how decisions will be made, how responsibilities will be delegated and performance managed. At the SEA level, we are not concerned with the “how” (the ‘nuts and bolts’ of developing solutions) but the “what” – ie what does and what will our organisation do. However, the SEA team needs to be responsible for directing the policies that shape how solutions projects are executed and the higher level architectures and standards that they should work within.

Key SEA governance issues include:

  • Composition of the SEA team
  • Reporting structures for the SEA team
  • Processes for introducing functional components into the SEA
  • Ownership and management of the SEA development process
  • Ownership and management of the component inventories, taxonomies, standards, and technical infrastructure
  • Management of the technical infrastructure
  • Ownership of knowledgebase – i.e. SEA documentation and architectural designs

Governance should ensure that there are processes for:

  • Documenting organisational requirements
  • Managing artefacts
  • Establishing solution project requirements
  • Measuring milestones
  • Showing delivered value and ROI

2. Map

A Schooling Enterprise Architecture can be reduced down to functional components and the relationships between them. Key questions at this stage are:

  • What are the goals of the organisation?
  • How is the organisation structured into processes?
  • How do those processes relate to one another?
  • Which processes can be best improved through technology?
  • What is the plan for making those improvements?

Before we look at this further, let’s return to our dice analogy – starting with two dice in one bucket. On average, it would take 36 throws to get the same outcome (e.g. 2 sixes). Separating the dice into two buckets, we have to throw the dice six times in one bucket then six times in the second bucket to get the same outcome – a total of 12 throws. Applying the same maths, splitting up 12 dice in one bucket into 12 buckets each with one dice reduces the number of throws to get the same system state (say 12 sixes) from 2.2bn to 72. This is because we split the process of getting 12 sixes into 12 consecutive events, rather than waiting for the combination to occur simultaneously. In other words breaking up a tightly coupled chain of components into independent (autonomous) components radically reduces complexity. Mathematically, this is known as partitioning, and it can be applied directly to complex organisations.

For the sake of clarity and consistency we’ll call the functional components in a SEA “Autonomous Functional Capabilities” (AFCs). AFCs are the fundamental building blocks from which an SEA is built. They contain two components – “Process” and “Technology”.

‘Autonomous’ means that they can function independently of other AFCs; ‘Capability’ means that they can produce something tangible. We are only concerned with what AFCs do and how they relate to one another.

We use partitioning to make sure that every function of the schooling system lives in one – and only one – AFC. This means ensuring that they are made up of unique components, and their functions don’t overlap with other AFCs. Importantly, AFCs can be composed of other AFCs.

AFCs are not completely random with respect to one another as are dice. Typically, there will be interactions between AFCs – eg messages or database sharing. A design goal then is to minimise the number and complexity of interactions, balancing needs for interoperability between AFCs whilst controlling complexity inside AFCs. This means carefully defining relationships and using as few relationship categories as possible – these are typically:

  • Information Request
  • Information Broadcast
  • Work Request
Autonomous Functional Capabilities (AFCs)

AFCs can further be categorised as follows:

AFC Categories

Mapping the entire organisation, using partitioning to “decompose” functions into AFCs, and defining their relationships can reveal the full extent of organisational complexity, and pave the way for further simplification.

3. Rationalise

The next step in reducing complexity is to rationalise the map that we have created in step 2.

Returning to the dice analogy, another way to reduce complexity would be to reduce the number of dice in the system. In ICT terms, this means removing functions that are not absolutely necessary. It’s about ensuring that every function is linked to an explicit, concrete, and quantifiable requirement. It is also about looking for consolidation opportunities, and asking if there is already an implementation of a given AFC type that can be tweaked. Functions can also be removed by outsourcing them, and Cloud computing is opening opportunities for doing this.

With the SEA now analysed, mapped, partitioned and non-core functions removed or outsourced, the next step is to prioritise which new AFCs to implement or develop. The following factors should drive the prioritisation of which AFCs to fund:

  • Value drivers – e.g. cost savings, increasing learning, providing access to opportunities
  • Cost
  • Risk – organisational and technical
  • Organisational readiness
  • Team readiness
  • The cost of not deploying an AFC

Above all else, these factors should be quantifiable and easy to display together visually in a Radar Graph. Politics also plays a part in prioritisation, and often it makes sense to prioritise AFC deployments towards high impact, low risk and low cost. Creating short term, high visibility wins helps attract support for broader initiatives.

4. Solve

We can define the term Solutions as “a managed package of technologies, services and programmes that together solve an organisation’s problems or address new opportunities”. Solutions sit inside Enterprise Architectures and are the projects by which an organisation can achieve new levels of maturity. A solution project can address low level point problems, such as printing, or high level opportunities such as complete organisational transformation. Enterprise Architecture is the “what”. Solution projects are the “how”.

There are several layers of prescriptive guidance to consider when building solutions:

Solution Methodologies

There are several solution methodologies to choose from. TOGAF and the Zachman Framework are both Enterprise Architecture approaches and solution methodologies. However it’s the Microsoft Solutions Framework that seems to work best on complex schooling solutions projects. Whilst devised by Microsoft, this methodology is completely technology agnostic.

MSF

MSF is made up of prescriptive models and disciplines that guide solution projects through from inception to delivery.

MSF

The MSF Process Model consists of five phases:

MSF Phases

Envisioning Phase

This is about creating a broad description of the goals and constraints of the project.  In this phase, you identify the solution team and what the team must accomplish for the customer.  The purpose of the envisioning phase is to build a shared vision of the project among all the key stakeholders of the project.

This phase culminates in a Vision/Scope document, agreed and approved by all key stakeholders.  The document sets out what the project aims to achieve, what is in and out of scope, the project structure and a risk assessment. The document is built during an envisioning process that includes the following steps:

  • Defining the goals
  • Defining the project structure
  • Setting up the team
  • Assessing the current situation
  • Creating a vision statement
  • Identification of the scope of the project
  • Defining requirements and user profiles
  • Developing a solution concept
  • Assessing risk

The Planning Phase

Deliverables of the planning phase are:

  • Requirements: Organisation; User; Operations; System  
  • Use scenarios and use cases
  • Functional Specification—including design and architecture
  • Master Project Plan and Master Project Schedule
  • Development, testing, and staging environments

The main outcome of the planning phase is an approved project plan — due dates that are realistic, project roles and responsibilities that are well defined, and everyone agrees to the deliverables for the project.

The Developing Phase

In this phase, the team develops the infrastructure for the solution. This involves the source code and executable files, installation scripts and settings, and support elements.

The development process includes creating a prototype application; developing the solution components; completion of all features; and delivery of code and documentation.

Stages of the developing phase are:

  • Proof-of-concept application
  • All features complete and have gone through unit testing
  • The product is ready for external testing and stabilisation
  • Customers, users, operations and support personnel, and key project stakeholders can evaluate the product and identify any issues that must be addressed before the solution is shipped

The Stabilizing Phase

At the end of this phase the solution will meet the defined quality levels.  The stabilisation process involves running the solution in a staging area with actual users and real usage scenarios, including an extensive and comprehensive range of tests.

The stabilizing phase goes through the following stages:

  • Zero-bug release
  • Release candidates
  • Golden release — zero-defect and meeting success criteria metrics

At the final release, the responsibility for managing and supporting the solution is officially transferred from the project team to the operations and support teams.

The Deploying Phase

During this phase, the team deploys the solution technology and site components, stabilizes the deployment, transfers the project to operations and support, and obtains final customer approval of the project.

Deliverables of the deploying phase

  • Operation and support information systems
  • Documentation repository for all versions of documents and code developed during the project
  • A training plan
  • Project completion report

Deploying new solutions can be a source of complexity if large numbers of AFCs are rolled-out simultaneously. It’s better to roll-out a single AFC on a small scale, and quickly, and then add other sites and related AFCs over time, rather than attempt “Big Bang” deployments. 

Solution Architectures

Solution Architectures differ from Enterprise Architectures in as much as they describe the “how” in full technical detail. 

Any architecture should enable its users to:

  • Plan infrastructure, hardware, software and services procurement
  • Organise how information and services are used
  • Arrange the system components to function as an integrated whole

It’s important to develop Solution Architectures to a common set of design principles. Services Orientated Architecture Service (SOA) should be considered a strong candidate for this. A system based on a SOA will package functionality as a suite of interoperable services that can be used across the entire enterprise. Sub systems within an SOA interoperate through the use of communication methods based on industry-wide Web-service standards (e.g. SOAP). SOA can be used to guide design in each architectural domain as the overall solution design takes shape.

A schooling ICT system will have three main architectural “domains” – Software, Physical Infrastructure (hardware) and Information. The goal of SOA is to define architectures in terms of services. Each of these start at the conceptual level – i.e. the AFC mapping that we covered in Step 2 – before drilling down into logical and physical designs. 

Architecture Domains

The conceptual architecture summarises the overall design from the perspective of the user; the logical architecture shows how services work; the physical architecture shows how the hardware is configured.   

Conceptual

Here, AFCs are chunked into layers and groups that define what services stakeholders will receive, and where those services come from.

Conceptual Architecture

Logical

In the Logical Architecture, the Conceptual Architecture is re-drawn as a series of technical service layers and blocks with clear relationships:

Logical Architecture

Physical

The Physical Architecture sets out where the physical infrastructure components sit in relation to one another in order to deliver the services defined in the Logical Architecture:

Physical Architecture

Standards

The great thing about standards is that there are so many to choose from! Industry standards can certainly help simplification if they themselves are simple to deploy. Choosing standards that partners or vendors should adhere to can be a way of simplifying interfaces between organisational boundaries and simplifying interoperability.

There are many standards for IT as a whole and for a complete list I recommend “Enterprise Architecture at Work” by Marc Lankhorst et al., Springer. For the education domain, and for schooling in particular, there are a few standards, but their application in schooling solutions across the world is inconsistent to say the least – they often just get in the way.

Below is a sample of education relevant standards:

E-Folio IMS e-folio
Identity Management Shibboleth, LDAP, Kerberos
Content Management Metadata: IMS/IEEE LTSC Metadata & Dublin Core, IMS Content Packaging, IMS Digital Repositories
Content creation XML
Data Management SIF, ZIS, Metadata: IMS/IEEE LTSC Metadata & Dublin Core
Collaboration and Communication IMS Enterprise Services, SIF, XML/Web Services
Business Process Integration Business Process Execution Language for Web Services (BPEL4WS)
Learning Management IMS Enterprise Services Web Services, SIF, XML/Web Services
Library Management/resource management   IMS Resource List interoperability, OpenURL, Z39.50;Z39.50, SRU/ SRW (mainstream search protocol), MARC 21bibliographic record format, DC (Dublin Core)
Assessment and Reporting IMS Question & Test Spec
Staff and Student Management IMS Learner Information, IMS Enterprise

Of these, SCORM and SIF are the most widely used in schooling systems.

The golden rule of simplification when it comes to standards is to only apply them if there is a strong case clearly linked to a well-defined need.

5. Move to Next Maturity Level

What counts as a good SEA in the highest performing schooling systems in the world will be completely different to that of schooling systems taking their first steps towards using ICT. Naturally, schooling systems need to evolve, therefore it makes sense to think of SEA not as a static blueprint but rather a series of steps on a maturity continuum.

As discussed in earlier articles, there are four quite clear stages of schooling system maturity –

Often, entire technology categories – such as laptops or whiteboards – are seen as an end in themselves and are implemented without considering how they fit within the broader organisation. This, of course, just increases complexity. A better approach is to identify the current maturity level of your organisation, then analyse the steps that need to be taken to get to the next levels of maturity and use solution projects to get there. 

Putting It All Together

To summarise, driving out complexity is about structuring ICT in terms of architectures and processes, and then applying models, methods and disciplines to solution development.

  • The container for managing the sum total of the complexity of any large organisation is Enterprise Architecture, and the domain specific iteration of Enterprise Architecture for schooling is Schooling Enterprise Architecture (SEA).
  • An SEA Governance Team needs to be responsible for directing system development policies. Policy should state “simplification” as a key design goal.
  • Mapping the functions of the organisation using partitioning to decompose functions into Autonomous Functional Capabilities (AFCs) is a key next step.
  • Further simplification can be achieved through rationalisation – which includes removing, consolidating and prioritising AFCs.
  • The goal of developing schooling ICT systems is to progress along a maturity continuum comprising four distinct phases. This is achieved through running solution projects.
  • Solution projects should be run through the MSF process
  • Solutions are developed through designing Conceptual, Logical and Physical architectures and this should be guided by Services Orientated Architecture.
  • Standards may have a role in some solutions projects, but should only be used where there is a clear need to do so.
SEA Process

CRADLE Conference, Singapore

On August 1st I was fortunate to be given the opportunity to deliver the Keynote at the CRADLE conference in Singapore.

The presentation contained a mix of material contained in “Schooling at the Speed of Thought” and some of the articles in this blog, especially the Transformation Phase article. Here’s the key points:

ABSTRACT

Introduction

Singapore was one of the first countries in the world to have a national strategy to roll out ICT to all schools. Key challenges addressed in this initiative are to:

  • Prepare students to meet the challenges of the 21st Century
  • Bring about improved learning and increased engagement through the use of ICT
  • Enable more self-directed learning

In summary, the challenge is to make schooling in Singapore even more effective through the use of ICT.

To address this, we need to ask three key questions:

1. How can software accelerate the learning process?

Computers in learning are increasingly being used as tools for creativity rather than as machines to deliver the curriculum. So, with a proliferation of new hardware and software developments, what new creative options are there for learning? How can software help to personalise the learning experience and open up completely new learning opportunities?

2. How can software be used to make better decisions?

How can schooling information and data be leveraged to get maximum impact from precious resources; what do we mean by “intelligent intervention” and why it is so important; how can we empower all stakeholders with information; and how do we drive alignment and performance towards strategic goals?

3. How can Cloud Computing be exploited to cheaply deliver massive-scale, high-quality learning solutions?

We don’t normally expect a school to generate its own electricity – but we have expected our education institutions to be experts at running their own “IT Power Stations”. How can Cloud Computing change this?

With the advent of Cloud Computing, also comes the realistic prospect of providing anytime anywhere learning for all. So how can massive, cheap, and highly available computing services be combined with a range of access technologies and high quality learning content to open up learning opportunities to all citizens of Singapore – and especially those who are in the greatest need of it?

Conclusion

With highly developed infrastructure, talent and innovation, Singapore is in a great position to exploit technology even further. The concluding part of this presentation asked what world-leading innovations and software solutions can be leveraged in Singapore and how we can architect “anytime anywhere learning for all?

For a copy of the presentation please go to: http://bit.ly/pRZUMJ

Thanks to my colleages in Singapore – Horng Shya Chua; Jason Trump; Gerald Tan; Puay San Ng; Eugenia Lim, Lee Boon Keng and the staff and students at Crescent Girls’ School. Thanks also to all those who attended the CRADLE event.

The Transformed Phase

This is the fourth and final article on the phases of transformation that schooling systems go through. The first was “Taking the First Steps”, and this phase is characterized by access. The second, Taking the Next Steps – The ‘Enhanced’ Phase, is where technology is used to enhance existing processes. The third -“The Strategic Phase” – is characterized by using technology to meet strategic goals and help determine what those goals should be.

Feedback that readers have kindly sent me had prompted me to adjust the overall maturity framework so each of the main characteristics of each phase now look like this:

Four Stages of Schooling System Maturity

Whilst the three preceding phases were about applying technology to schools as they currently are, the Transformed Phase is about fundamentally changing the nature of schooling itself.

Using ICT to transform schooling allows us to ask questions such as “where is school”, “how do we deliver personalised and engaging learning experiences”, and “how can we develop highly effective and efficient schooling systems”?

Whilst transformation will mean many different things to many different people, there are three main ingredients to a transformed schooling system.

The first is providing anytime, anywhere learning for all citizens. The second is providing highly personalised experiences to all learners. The third is about building a culture of high performance throughout the entire schooling system.

Anytime Anywhere Learning For All

The first principle in transforming schooling is to redefine its “customer” base. At present, schooling reaches learners between the ages of 5 to 18, within narrowly defined geographic boundaries, and for around 18% of the year only. Now, there is a significant opportunity to deliver learning services to entire populations at relatively low costs. This is because the cost of digital content and software only marginally increases with the number of users, and because the cost of delivering e-learning services at massive scale through Cloud computing is increasingly cheap and getting cheaper.

To date we have thought about learning in the physical sense of going to a place called a school. Going forward, schools will facilitate learning less as a physical experience and more as one that can take place across different locations. Increasingly, we can expect the process of schooling to become less dependent on learners regularly attending a single campus over a long period of time.

Schooling will spread out of the physical confines of the school campus, and into ‘found space’ such as offices; high street locations; apartments; and even the homes of children.

The youngest learners need somewhere near their own home where they can physically go to access learning facilities; to learn with other groups of learners and access richer materials than those which they have in their own home. Older learners need learning spaces to interact with their tutors, counsellors and learning managers, but also need to learn in environments that are appropriate to their learning tasks. For example, a specialist science learning module – say optics, for example – may well be based in a traditional (campus) school laboratory, but equally there could be a company in the local community specialising in optics that would be willing for students to learn at their facilities.

In this model, there is still room for the traditional “Campus School”, but as a social, intellectual and resource hub – a place for those specialist learning facilities which might not be available in the local community such as laboratories, workshops, libraries, art studios and gymnasia. The Campus School is also a place from which to organise and manage learning and produce learning content.

The Campus School of the future will be a community resource; it will be open for 52 weeks a year, 7 days a week from 7.30 am (with breakfast clubs, computer clubs, gym facilities etc.), and will stay open until 10.00 pm (with after school clubs, homework clubs, sports facilities, cyber cafes etc). Its pupils will be aged 1 to 100. The four walls of a classroom/school will be replaced with online classrooms/schools/homes, ensuring access to technology and information for all.

Many university towns reflect this approach, where university learning facilities are embedded in the local community. Schooling is catching up. In “First Steps” we’ve already seen the ‘Kiosk’ model in India, where learning is simply put out onto the street to be consumed by self-organising groups of children. On the other side of the world, in New Zealand, Discovery Learning has schooling facilities deeply embedded in the community with locations in shopping malls and central business districts. Here, “school” isn’t a building and children are given “trust licences” to learn where they need to in the local community.

In this model, there is a vast spectrum of types of learning spaces, from traditional classrooms to cyber cafes, each type able to facilitate different levels of collaboration and self-directed learning.

Learning Spaces (C/O lookred)

New types of learning spaces will facilitate a much wider spectrum of learning methods too:

Technology Enabled Learning Styles. C/O lookred

Where Is School?

“Anytime Anywhere Learning for All” means exactly that. Every citizen, anywhere, able to access organised learning.  Not everyone will need to, or be able to, attend school in order to receive schooling services, which poses the question “where is school?” In the transformed schooling model, schooling is embedded deeply into the local community in the following way.

Anytime Anywhere Learning for All

1. Community Learning Spaces

Community Learning Spaces are places in which formal, organised schooling takes place for school age learners, that are not within the walls of the traditional Campus School. These spaces are, in effect, “franchises” of the Campus School, and firmly embedded into the Campus School’s systems. Learners in Community Learning Spaces have managed internet access, and plug their personal learning devices straight into e-Learning Service. Even the youngest children can learn with ICT – e.g. games based learning, immersive environments, interactive whiteboards and programmable toys. Learning to write with a Tablet PC helps young children to acquire basic skills long before they can type or use a mouse.

Learners are registered as members of the Connected Learning Community and the process of data collection begins. Managed learning pathways and dynamic timetables ensure that students work on the tasks that are most appropriate for their stage of learning. A spectrum of creativity, productivity and learning tools ensure that the optimal blend of computer and teacher mediated learning takes place. The ICT infrastructure comprises wireless network, workstations, display, scanners. Infrastructure and Core Sofware Services mean that computers joining the wireless network are managed via a Virtual Private Network. Users and devices are authenticated, and policies – especially security and filtering policies – are imposed.

Teachers, assistants and other responsible adults – connected to peers and experts through the technology – directly support the learning process. Learners progress through the curriculum as quickly as their learning performance permits, and move to different learning spaces when appropriate. Staff and learners alike access the Connected Learning Community portal to get information, content and tools. Learners can see their assignments, feedback, learning materials and web links from a single site, and populate an e-portfolio with their work. Community Learning Spaces are extensions of
the Campus School, and both staff and learners will spend some time at there.

2. Campus School

The Campus School acts as a central point for organising, managing and creating Anytime Anywhere Learning in the community. The Campus School in effect “franchises” learning operations in Community Learning Spaces, so ICT is used to drive alignment; manage performance; and ensure high quality, paperless administrative processes. Live communications ensure that expertise within and beyond the Campus School can be “piped” into the Community Learning Spaces (CLS) on demand.

The IT Infrastructure of the CLSs are supplied as a service from the Campus School.

Learners – of all ages – visit the Campus School to use specialist facilities and IT equipment that are unavailable in the Community Learning Spaces. Whilst learners bring their personal learning devices into the campus, the site has a proliferation of multi-touch interactive displays and these enable learners to access a vast array of information and content from anywhere on the site.

In the Schooling Enterprise Architecture model, Campus Schools are branch sites from the Local Education Authority hubs and as such receive the full range of Schooling Enterprise Services for Student Relationship Management, intelligent intervention, performance management, planning, operations and administration.

A master database of resources – people, spaces, equipment and content – enables the Campus School to dynamically timetable learners so their precise learning needs can be met immediately. Predictive analysis of learning pathways enables the system to book or purchase resources well in advance.

Underpinning the IT infrastructure at the school and its “franchises” is a set of Core Software Services including Security, Identity, Comms & Collab, System Management and Directory services. Services are either delivered through on-premises servers or relayed from data centres, private and public clouds “upstream” at LEA and/or MoE levels.

3. Local Education Authority

As a Hub in the Schooling Enterprise Architecture, the Local Education Authority’s main role is to deliver Schooling Enterprise Services to Campus Schools. Their managerial functions, facilitated by ICT, are to drive accountability, alignment and performance.

Another key role is to run large scale access programmes. Using aggregated buying power and regional connections the LEA is in an ideal position to acquire devices, infrastructure components and support for the best price-to-quality ratio. As a Hub for the MoE, LEAs should be able to ‘enforce’ MoE mandates on standards, quality and Service Level Agreements.

The LEA can also be an aggregation point for data held on children by different authorities – health, social care, the police and education – to be aggregated to give a secure ‘big picture’ on children,
particularly those who may be at risk.

4. Workplace

Anytime anywhere learning for all means delivering learning experiences to all, including those in work. Online vocational courses are available through the Connected Learning Community portal. Workplaces offer valuable learning opportunities to learners of all ages, especially where specialised equipment is beyond the financial reach of the Campus School. The workplace can also be used to house Community Learning Spaces. Being part of the Connected Learning Community Portal; local businesses can have direct dialogue with – and receive relevant learning services from – their local Campus School, FE College and University to better meet the learning needs of their organisations.

5. University

Universities offer a rich extension to the Campus School learning community by offering online access to lectures, experts and learning resources. Within the Anytime anywhere learning model, Higher Education is made available to students who are ready to take learning modules offered by the University – virtually or otherwise.

6. Off-Site Learning Environments

With community-wide Wi-Fi coverage, homes, cyber cafés, hospitals, and recreation areas can all be turned into learning environments.

Personalised Learning

Transformed schooling organises the learning around the individual, not the other way around.

Learning, by definition, is personal—no one else can learn for you. People learn different things at different speeds and in different ways. When students walk into a learning space, they bring very different sets of attributes, abilities, knowledge, skills, understandings and attitudes with them.

Over recent years, the concept of personalising learning has gained considerable ground.

From a technical perspective, personalising learning is about:

  • Delivering an extended range of opportunities to learn – individually and collaboratively
  • Delivering content that addresses precise learning needs
  • Managing learning pathways

Extending Opportunities to Learn

The wider and deeper the choice of content, the more personalised the learning experience can be. When providing learning to an entire community, the type of learning experience consumed will range from informal learning to structured and accredited courses.

Extended Learning Opportunities for All

With a wide and deep supply of learning content, learners can have a wide choice of learning experiences, modalities, pathways and assessments. For example, being able to pick from a menu of languages to learn is a more personalised experience than just having one to choose from. To be able to choose what level to study a language at – from beginner to advanced – again adds to the degree of personalisation.

Personalised learning is not about learning in isolation, however.  It is quite the opposite in, fact.  Learning is a social activity and personalising the learning experience is to do with providing opportunities to collaborate as well as to learn independently. A learning task that has been personalised for somebody could involve them working in a team, and part of the assessment could be how well they have managed to collaborate with other people. Therefore, another technical requirement here is to provide Communication and Collaboration tools – the more sophisticated these tools, the
greater the possible degree of personalisation.

Addressing Precise Learning Needs

Learners learn in completely different ways, and at different rates depending on prior knowledge and their learning styles. Therefore personalised learning systems need to deliver content so that different learning styles are addressed and different learning speeds are catered for. For example, in learning about the skeleton of dinosaurs, one learner might learn best by listening to a recording, another through looking at pictures, another by using a Tablet PC to kinaesthetically piece together the bones with a stylus.

From a technical point this means that content needs to be packaged so that learners can access it through multiple learning modes. Increasingly there will be automated agents that scour the internet and deliver content that precisely matches learning needs.

The relative length of time that it takes a learner to acquire the expected learning in each module shouldn’t matter as the e-learning services will adjust the personal learning pathway that the learner takes accordingly.

Managing Personal Learning Pathways

The extent to which a learning task has been personalised is a function of the extent to which that individual’s prior knowledge, skills, preferred learning styles, and attitudes have been taken into account when assigning the task.

In this model, learners are constantly assessed as they move through the learning programme, and the pathways that they take continuously evolve as they work their way through. This relies on feedback loops and systems which can dynamically adapt to the twists and turns of the learning process, and set challenging learning goals and tasks. This is essentially about using “business logic” which in turn uses data to decide what students need to learn next and manage the learning process.

Setting the learning task automatically is something that intelligent tutoring systems and learning management systems such as “Success Maker” have been doing for many years. However, if completing the learning task needs more than just a computer, managing the process dynamically becomes complicated.

This is where dynamic timetabling comes in. Dynamic timetabling starts with the premise that learning should be organised on a ‘performance’ as opposed to a ‘time’ basis (see Schooling at the Speed of Thought for more details). The core idea is that dynamic timetabling matches the optimal learning experience for a learner to the resources needed to deliver it. For example, if the learner has  mastered the concept of soil erosion in Geography, the next task may be to apply that learning in a practical experiment. This involves working with others who are at the same learning stage, using equipment, a physical space and teacher/assistant supervision. Ideally, the dynamic timetabling system will have predicted when these resources will be needed, organised them ahead of schedule and matched the learner to what they need to complete the next task.

Dynamic Timetabling

Today, this can be at least partially accomplished through resource scheduling within CRM.

Once the learning task is completed, a record of achievement builds in the learner’s e-portfolio.

Culture of Performance

In the Transformed Phase the entire schooling system is working at optimum efficiency and effectiveness – what Joey Fitts and Bruno Aziza (Driving Business Performance, 2008) call a “Culture of Performance”. To get to this stage schooling systems will have gone through the following stages:

  • First Steps: Increasing visibility
  • Enhanced: Moving beyond gut feel, and planning for success
  • Strategic: Executing on strategy

A culture of performance is goal orientated; results are measured and members of the Connected Learning Community are competitive in a constructive way. A culture of performance is
about transparency, predictability, and the ability to adapt to changing conditions. With capabilities to monitor, analyse, and plan, performance orientated organisations can create a culture where information is a prized asset, aligned execution is the norm, and accountability is embedded.

From a learner’s perspective, this is about friction-free administration regarding courses, options and assessments. It’s about micro payments, and cashless vending, and not having to repeatedly enter the same basic data for silo’d administrative processes. It’s also about the seamless escalations of issues – such as requests for special support.

From a teacher’s perspective this is about doing the lowest possible levels of administrative tasks, confident in the knowledge that the system is dealing with the administrative mechanics of running the schooling operations. For those administrative tasks that teacher have to do, reporting, administration, productivity and communication & collaboration tools ensure that the tasks are efficiently executed and add real value to the organisation.

Administrators and managers get the benefit of using processes that have been integrated. For example, when new staff join the organisation, background checks, basic data collection, terms and conditions, salary and on-boarding systems all work together as a single function, crossing organisational boundaries automatically. When strategy is set at the highest organisational level, this cascades down automatically into the objective setting process, ensuring organisational alignment. Performance management tools linked to in-depth data about learner performance ensure that teaching staff are rewarded fairly. Business intelligence is available to provide deep insights into operations to ensure that resources are being used to maximum effect.

Bringing it All Together

The key difference between a transformed schooling system and any of the other phases is the degree to which the entire system is architected around the student.

Learner at the Centre

The Transformed schooling system will integrate a spectrum of services and processes, many which would have been in silos before the transformation process, around the student. The result of this is that the student experiences a range of highly individualised services, delivered by a high performance, highly connected, lean, efficient and cost effective schooling system.

Getting to Transformed schooling is a long journey. In most countries there will be significant inertia from legacy systems. Paradoxically, one of the drivers for transformation is diminishing budgets. In the United States, for example, there is a strong surge towards anytime anywhere, personalised learning for all – delivered from outside the formal schooling system, driven by collapsing schooling budgets and widespread dissatisfaction with the current system.

Ultimately, the point of investing in transforming a schooling system is to get an order-of-magnitude improvement in return on education budget investment, and this cannot be done in isolation. The whole enterprise of transforming schooling needs to be organised within the framework of a Schooling Enterprise Architecture, as described in detail in Schooling at the Speed of Thought.

Schooling Enterprise Architecture

Focusing on the “IT Platform Architecture”, the Transformed phase has 5 interconnected layers:

Tranformed phase - five layer Schooling Enterprise Technology Architecture

And finally, across each layer are the following key technology levers:

Schooling Enterprise Technical Concept Architecture - Transformation Phase

This is the last in this series of articles on the phases through which schooling systems evolve, but watch this space for related articles. All comments, feedback, questions and suggestions for articles will be very welcomed.

Thanks to Matthew Woodruff and Chris Poole from lookred for contributions to this article.

The “Strategic” Phase

This is the third in a series of articles that aim to help schooling systems develop their technology, the first being “Taking the First Steps“ and the second, Taking the Next Steps – The ‘Enhanced’ Phase.

There are four distinct phases through which technology in schooling evolves. The first phase is characterized by access. In the next phase, technology is used to enhance existing processes. The third phase is characterized by using technology strategically. No longer is technology considered a “bolt-on”, or “veneer” on top of existing processes – it now helps drive schooling towards strategic goals such as significantly improved learning and better return on investments. In the final phase, leading edge schools use ICT to transform their operations, using it to personalize learning, integrate deeply with the wider community, run extremely efficient administration systems and develop a culture of performance.

‘Strategic’ Phase Vision

In the Strategic phase, technology becomes a key asset in achieving the strategic goals of an organisation. It’s about restructuring work and processes and doing things differently.

Typically in this phase, the strategic goals of an organisation would include raising standards and improving performance, and technology is a strategic tool for achieving these strategic goals by enabling:

  • Intelligent intervention – data driven support for learners
  • Connected Learning Communities – fully exploiting all available resources, and integration with the local community
  • Monitoring, analysis and planning – data driven decision making
Four phases of ICT implementation

Goals

Intelligent Intervention

This is essentially about using data to make well informed decisions about what students need to learn or do next. To fully personalise the learning experience students should be constantly assessed as they move through their schooling, and their learning pathways should continuously evolve. This relies on highly effective feedback loops and systems which dynamically adapts to the twists and turns of the learning process, and sets challenging learning goals and tasks. This is extremely difficult to do within a paper-based setup, but can be made a lot easier through using IT systems that provide analytic and workflow capabilities.  Intelligent tutoring systems, and managed learning environments, are becoming more commonplace and increasingly sophisticated.

Monitoring, Analysis and Planning

To manage an organisation strategically, as opposed to fighting fires, the ability to monitor performance, analyse results and plan for improvements is fundamental. Organisations wanting to manage strategically must have three key capabilities:

Monitoring

This capability provides managers with the ability to know “what is happening” and “what has happened.” Organisations implement dashboards, scorecards, or reports to monitor their performance. These visual applications allow managers to keep an eye on important indicators of their organisation’s health.

Analysis

This capability provides managers with the ability to know what is happening and why. To analyse performance, organisations implement solutions that are often very interactive in nature and allow managers to investigate the root cause of issues they see in their dashboards, scorecards, or reports.

Planning

This capability provides the organisation with the ability to model what should happen. Organisations develop processes and tools to conduct the essential planning, budgeting, and forecasting exercises. These processes allow managers to align groups and individuals around the metrics that drive the organisation—for instance: “what are our examination result targets?” or “what is our spending versus our revenue?”

Connected Learning Communities

Whilst there may be elements of learning that require independent work, learning only really acquires meaning in a social context, and the most immediate and direct social context for schooling is the local community.

ICT can be used to connect together all those who can make a contribution to students’ learning – e.g. local business, community resources (e.g. museums/libraries), parents and 3rd party learning services. It can connect students to inspiring individuals and inspirational speakers; promote debate and engagement between collaborators in face-to-face or virtual groupings; and provide mentoring opportunities. Connecting stakeholders together in a Connected Learning Community has enormous benefits such as engaging parents more deeply in the learning process, speeding-up processes and improving students’ connections with the outside world. The core of a connected learning community is a portal that can be accessed from anywhere.

Scenarios

Student Access

In the Strategic phase, students have continual access to their own learning devices. These devices need to enable a range of learning scenarios (not just content consumption), be rugged, easy to repair and support, manageable on a network.

Devices should be available to students so they can learn anytime anywhere, access content, learning management and communication and collaboration tools via the Connected Learning Community Portal.

Anytime Anywhere Learning = access to devices + learning services

Having access to their own devices enables students to experience a wide range of learning scenarios:

ICT enables a wide range of learning styles

Classroom

Classrooms need to accommodate an increasingly wide range of learning styles, and equipment needs to be laid out in quite different ways according to the demands of each different learning task, for example:

Different learning tasks require different floorplans

BECTA provided the following guidance to UK schools on different classroom layout options:

Pods – separate circular / hexagonal / octagonal benches with workstations
Hexagonal pods
Advantages
  • No corners with 2 computers, so no dead spots that cannot be used
  • No extra space required for 2 pupils to share a computer
  • Can support collaborative work as users working around ‘one pod’
Pods – squares with computers on two sides only
Square pods
Advantages
  • No corners with 2 computers, so no ‘dead spots’ that cannot be used
  • No extra space required for 2 pupils to share a computer
  • Can support collaborative work as users working around ‘one pod’
Bays built along walls
Bays
Advantages
  • Teacher can more or less see all computer screens from the centre of the room
  • Provides opportunity to use the centre of the room for tables enabling work away from the computer, and to gather groups for discussion
  • Cabling and electrical work is cheaper and easier than ‘pod’ designs as along the room edge.

School

In the Strategic phase, IT has become a strategic asset to schools. With the infrastructure optimised in the Enhanced phase, we now turn our focus on workloads delivered by servers.

The following services are core in the Strategic phase:

  • Optimised Infrastructure – including File and Print, Database Services, Directory Services, Security, Device Management, and Data Protection and Recovery
  • MIS – Management Information Systems
  • Portal
  • Unified Communication
  • Virtualisation – centralizing computing tasks to improve scalability and system performance

These, typically, will be delivered through three layers:

  • On-Premises – the school hosts key functions on their own servers
  • Data Centre/Private Cloud – the Local Education Authority (LEA) delivers services to schools from their servers
  • Public Cloud – the school receives services from the LEA, Ministry of Education and private suppliers from Public Cloud Services
School Server Infrastructure

Portal

The Strategic phase is characterised by the Connected Learning Community, the core of which is a portal that can be accessed from anywhere. For it to be effective it needs to be “role based” i.e. present users with information and tools relevant to their role and to them as individuals. In other words a teacher in the community sees the information relevant to all teachers, their fellow subject specialists, and also information specific to their particular group of students, their particular HR information, and their particular teaching content, tasks, calendar, e-mail etc.

A portal should give students, parents, managers, teachers, their own “spaces” and deliver to them the resources that are important individually to them through a single web page.  It aggregates information from diverse systems into one interface with a single sign-on ID – and organisation-wide search capabilities so that users can access relevant information quickly.  Teaching and administration staff can use the portal to distribute information to students based on their enrolment, classes, security group or other membership criteria, while enabling them to personalise the portal content and customise the layout to suit their needs.

A great Portal reference architecture is Twynham School. Twynham is a 1600+ Secondary school in Christchurch UK, built  a powerful collaboration platform – “Learning Gateway” – which allows students, staff and parents to work efficiently; develop independent and inter-dependence in their learning strategies; and support children in achieving their full potential. Twynham School won the BECTA ICT Excellence Award in 2008 for learning Beyond the Classroom and the schools works with over 400 schools internationally to support the development of their Learning Platforms.

Twynham School Portal Navigation bar

Mike Herrity at Twynham has published a detailed e-book explaining how the Learning Gateway is used: http://bit.ly/qJohiL

Microsoft have also published a full architectural guide explaining how Twynham built their Learning Gateway – http://bit.ly/qORAW5

Enabling many of the functions in the portal are 2 sub-systems – Content Management and Unified Communications & Collaboration.

Content Management Systems (CMS)

When ICT is fully implemented, vast amounts of content gets created.  In order to get maximum efficiencies from ICT, this content needs to be organised and managed in a way that means that people don’t replicate one another’s work.

A content management system in a connected learning community helps education institutions organise and facilitate the collaborative creation of documents and other content. They enable the full life cycle of content – from initial creation to delivery to end users.  CMS comprise document and records management, web content management, forms, search, library systems, curriculum frameworks, curriculum systems, curriculum exemplars and resource assemblers.

Unified Communications (UC) & Collaboration

Today it is typical that people will have multiple contact addresses – direct line phone number; mobile phone number;  e-mail; Instant Messenger; home number; personal mobile number; home e-mail, etc. Unified Communications (UC) takes identity and presence and then has all of these other ways of interacting simply connect up to that.

A single integrated identity can simplify how you find and communicate with others.  One integrated desktop application can provide easy access to all the ways users are likely to want to communicate.  Another key advantage to UC is that in using Voice over IP (VOIP) for telephone calls, it has the potential to significantly reduce communication costs.

UC enables students, teachers, parents and other stakeholders to confer and consult in the way that suits their work style by switching seamlessly between videoconferencing, telephone, email and instant messaging.

Also within UC are task and calendaring functions.

Data Driven Decision Making

In a schooling system, data driven decision making is supported by a huge number of information systems.  Any process that involves the creation and transmission of information can be considered an information system – even informal discussions.

The collective term for the information systems in schooling is Management Information Systems (MIS).

Functions Supported by an MIS

The functions that a Management Information System need to support are:

Improving Student Performance Progression Management
Learning Management Intelligent Intervention
Parents Engagement In Learning Better Teaching Decisions
Make Better Management Decisions Monitor, Analyse and Plan
Tactical Decision Making Data Visualisation
Manage Resources More Effectively Planning and budgeting
Financial Control Asset Control
Reporting Accountability and Alignment
Performance and Assessment Data KPIs, Scorecards, Dashboards and Reports
Key Performance Indicators (KPIs) Drive Administrative Efficiencies
Planning Organising
Controlling Co-ordinating
Management Information Systems – Functional Architecture

In this context, an information system really means an organised hierarchy of information sub-systems. Management Information System (MIS) is a term used as a container for all of the electronic information systems within a schooling system.  These systems vary in size, scope and capability, from packages that are implemented in relatively small organisations to cover student records alone, to enterprise-wide solutions that aim to cover most aspects of running large multi-site organisations.

A MIS includes the following sub-systems:

  • Decision Support Systems (DSS)
    • Finance
    • Performance Management
    • HR
    • Student Relationship Management (SRM)
    • Enterprise Resource Planning (ERP)
    • Analytics and Business Intelligence (BI)
    • Timetabling
  • Student Information Systems (SIS)
    • Integrated Student Record
    • Electronic grade book
    • Attendance Management
    • Automated workflows
    • E-Forms
  • Learning Platform
    • Learning Management Systems (LMS)
    • Managed Learning Environment (MLE)
    • Virtual Learning Environments (VLE)
    • Content Management Systems (CMS)

For a full description, see Schooling at the Speed of Thought, Chapter 6, Managing Information.

Local Education Authority

In the Strategic Phase, the goal of service provision at Local Education Authority level is to deliver those services which when aggregated improve in quality and price.

Local Education Authorities can use their scale to negotiate the best prices for content, communication, support services etc. Many of the services requiring the most maintenance and management – e.g. learning services, system management, business intelligence, and administrative tasks such as payroll and HR, are delivered more cost effectively from a centralised point.  Other benefits include the use of greater amounts of data for decision making – an LEA with data from many schools can perceive more patterns than a single school with its limited pool of data.

Many LEA services are delivered through data centres built on top of optimised infrastructures. Increasingly data centres will become Private Clouds – essentially Infrastructure as a Service (IaaS) within the data centre. The large scale and pay-as-you-go economics of Public Clouds aren’t available in typical Private Clouds. However, Private Clouds offer at least some of the scalability and elasticity benefits of Public Cloud but with additional control and customisation. Increasingly many of these services will be also be delivered from Public Clouds.

The services delivered by the LEA can be split into two main categories:

  • Schooling Enterprise Services
    • Monitoring, Analysis and Planning
    • Intelligent Intervention
    • Student Relationship Management
    • Administrative Processes
    • Operations
  • E-Learning Services
Local Education Authority Schooling Enterprise Architecture (SEA)

Ministry of Education

Some of the Schooling Enterprise Services delivered by LEAs to their schools and communities could be provided at National level from the Central Ministry of Education. Services such as strategy, policy, budgets, and curriculum are usually set and delegated at national level.

Computing functions at Ministry of Education level can be grouped into three main categories:

  • Internal departments – Curriculum, Policy, Research etc.
  • Regional Services – Resources and BI
  • National Services – Content (information services) and infrastructure – e.g. national level schooling enterprise internet backbone
Ministry of Education perspective

One of the most important functions at Ministry level is to have a “clear line of sight” of the performance of the schooling system. This enables BI analysis and for resources to then be focussed on the areas where they will have most impact.

Fitts and Aziza (Joey Fitts and Bruno Aziza, 2008) talk of a “line of sight” from strategic to operational to tactical decisions as the discipline that drives aligned execution. “Line of sight” means clear visibility of goals, and progress towards them at executive (strategic), management (operational), employees (tactical) levels.

“Clear line of sight” is about performance metric alignment across organisational layers. This can be thought of as an organisation chart for performance metrics, indicating how the various levels of the organisation’s performance metrics relate to one another. At school level, classroom teacher’s metrics roll up to their Head of Department, which in turn roll up to Deputy Principals, which in turn roll up to the Principal. In turn, and depending on the mode of operations, performance metrics for Principals should roll up to those of Local Authority Directors, which in turn finally roll up to the Ministry of Education.

Clear Line of Sight enables strategic allignment

Technology Building Blocks

Finally, pulling these building blocks together we get the following high level architecture:

Technology Building Blocks for Strategic Phase

Conclusion

Moving from the Enhanced Phase to the Strategic Phase is as much about management as ICT. In this phase, the technology is used a tool for getting better allignement between strategy set at MoE level to exectution at school level. At all levels, there are strategic decisions that ICT can help monitor, analyse, plan and execute.

In the next article in this series, we will explore the final phase – Transformation.