Jaemi Naish: And welcome, everybody. And I will say, a big Happy Friday to everybody. I don't know how you're feeling. Yeah, I saw Jeanie just put her hands up, but wow. These weeks are long, these last two years have been long. And so I look for the joy of the weekend as well, even though I love what I'm doing.

So my name is Jaemi Naish. I'm the-- I'm a OTAN subject matter expert, and I'm also the Director at Tamalpais Adult School in Marin County, which is a small adult school here north of San Francisco. And Sudie, how bout you?

Sudie Whalen: And I'm Sudie, I'm Deputy Director at CALPRO, formerly lead career tech ed teacher at Liberty Adult Ed CTE person. And I'm also part of the CIP team.

Jaemi Naish: So we're excited to get you guys here today to do a repeat of our presentation that we did at TDLS a couple of weeks ago. So I think there was a question in the chat. So if you attended our presentation for TDLS, this is actually a repeat. So we aren't going to be saying a whole lot new in this one. However, next week we're going to be doing a deeper dive with the CIP plan, and I believe Thoibi is on our call here as well today and she's going to be presenting with me, and I'm sure Sudie and Neda will be around as well.

So thank you, Thoibi, I know you're here somewhere in our group here and we're excited to have you as well. There she is, yeah. All right. So I'm just going to start off with-- well, the last slide that you just saw was just a precursor to really thinking about what you want to do with your CIP goal or goals. That this is the good time to reflect on the kind of impact that you want to make for your adult school, your adult school learners.

Again, like I said, we've all had a really tough year, and our students that we all serve have had even a tougher time than I imagine than most of us, at least. That's the case for the students that we serve at Tam Adult School. And so what are we going to do today that's going to have a good impact, a positive beneficial impact on our school and our students? And this CIP goal is one way in which we can make this positive impact. So, next slide, please.

So we're going to talk a little bit about-- what we want to get through today in this hour is creating a meaningful CIP goal. Really thinking about your student needs that you have at your site because what you-- the needs of your students at your site might be different than what I have versus what Sudie's are, Neda, Thoibi-- any of the people on the call. So really kind of centering your own students and their needs and creating a CIP goal around them and your school, of course.

We'll talk a little bit about the do's and don'ts of the CIP plan. We're going to look at what a SMART goal or SMART/IE goal creation is and talk a little bit about that. And I'm hoping we'll have a moment or two to look at the CIP guidelines and also the rubric, and then also to just mention some of the partners and activities.

And so we want to just encourage everybody in this journey to be on a growth mindset. It's what we ask of our students. And so it's important to approach this work and really the work that we do in adult schools with this kind of a mindset, with a growth mindset. Before we move on to the next slide, I would love to see if you could use one or your reactions-- maybe a thumbs up or thumbs down-- if you on this call will be in charge of your CIP plan or be a team member on your CIP. So can you just give me a thumbs up or thumbs down. OK, good.

Sudie Whalen: 16 thumbs up and a-- wow. We're up to 24.

Jaemi Naish: OK. Good. Great. Well that's great. That's exactly who we want on this call. One of our goals Sudie and I have is just-- we really want you to just put out a plan that you can feel good about, do it one time, have it be passed, and then have it be something that you feel has made a good impact on your school and your students. All right, so next slide.

So a quick couple of mythbusters just to go over real quick. With the CIP plan, they are definitely reviewed. There are two reviewers for each of your plans. So there isn't something that you type up and spend a lot of time on, press the button, and then no one looks at, they're actually being looked at.

And so the other piece to know is that they're scored on a rubric. And the rubric is shared with you in the CIP guidelines, and we'll get to that in a bit. What is most definitely required is that you create a SMART goal. If you don't create a SMART goal, your CIP goal won't pass. So that's really important, it's not optional.

And then it's a team. This is a team-- this is teamwork. This isn't one person comes up with it and presses the Go button, creates the plan, and it's done. It really needs to be-- you have to have buy-in from a team. A team can be a team of two, but it's important to have a team. All right. Sudie, is there anything you want to add to that?

Sudie Whalen: No, I think I'll get into the other points later.

Jaemi Naish: Perfect. All right, and then we'll go to the next slide. All right.

Sudie Whalen: So we want to do a quick exercise into the chat. So I'm going to pop a link in here that is to our Jamboard. We're going to do a Jamboard exercise to really get you thinking about your agency and your students that you specifically serve within your local community. And just thinking about that. I want you to head over to the Jamboard and think about what comes to mind. What do you need and what are the programs that can assist you?

Thinking about, who has voice? Who has agency? And who doesn't? Who doesn't have a voice within there? And yes, we're getting towards those equity things and thinking about those things. And Jaemi just mentioned the SMART goal requirement, and there's this new acronym that's not really new, but it's been talked about for about 10 years or so, but having SMART/IE goals, being inclusive of-- being that I for inclusion and E for equity. So thinking about who has a voice and who doesn't is a big piece of that.

And thinking about why is it important. How does having a CIP benefit your agency, your students served, those kinds of things. So we want you to really consider, how will what you're doing this year in your CIP plan impact you two years from now or even one year from now? Thinking about what that impact will be.

So what I want you to do is go ahead and head on over to your Jamboard-- to the Jamboard link if you're not there already. And then so what I want you to do first on that first Jamboard page, which looks like this-- and I see some of you already in here doing it. You can grab the Jamboard, and just grab yourself a sticky note and type whatever you want on there and click Save and it'll post it there.

They all seem to be at the top, so I'll just kind of grab and move them around as they're posting in those kinds of things. But our first question is here, it's centering the adult learners you serve at your agency. What do they need most for success to reach their goals? We're thinking about, how can we help our learners reach their goals?

Jaemi Naish: And I think another thing to think about, because this will help with the CIP goal, at least with the S of the SMART goal, is to really be specific. So when you're coming up with some of the needs of your students, try and be a little specific. So I see critical thinking skills. Well, what I would say to add on to that is critical thinking skills needed to transition to higher education or where you were going with that.

Soft skills, too, for mobility in a job. So be a little specific when you're putting those in. And you guys are doing great. So I am just going to call out some of what I see right now. I'm seeing learn English needed to be successful in the workforce, absolutely. Technology. Learn language skills and digital literacy skills. Yes, we all know in the last two years that that's been a lot.

Support, support, support. I always love that because my background is in counseling. I would just want to know a little bit more about which support services that are being posted up here. Is that transitioning to college? Is it getting a job? Is it child care? Is it bilingual support? Is it technology support? What?

Industry certificates, yes. And emotional support-- thank you for bringing that up. Yes. Flexibility and diversity of programs, yes. And I would imagine that means modalities in terms of how instruction is offered at your sites. Increased student persistence, absolutely. So these are wonderful. So you guys are getting it. So-- and resources. Oh, go ahead.

Sudie Whalen: And I just want to add, for those of you who are getting that too many people viewing in the file error, if you pop your comment into the chat, I'll go ahead and copy and paste it and put it in there for you.

Jaemi Naish: So these are wonderful, and these-- it sounds like you know your students well, and I'm glad that you're going to be the ones on your CIP team or hopefully leading the charge. Because this is what you're going to really need to think about when you create one or two goals. Or even three.

So the one thing I forgot to mention on the mythbusters is that the requirement is one good CIP goal. The requirement is not necessarily three. So if you created just one, that would be good, one good impactful goal. So all right.

Sudie Whalen: Thank you so much, Jaemi. So let's move on to our-- oh, we have another addition that I want to make sure gets added in here, technology access and skills and computer skills. I think those both might have already been captured. I know I saw technology, let me add computer skills. Thank you. All right, so we've got your goal in there.

So let's move on to some additional questions that we have here. So how can your agency partner with students to support their needs? How can your agency partner with students to support their needs? We're going to go to the next page on our Jamboard. So you might want to hit that little arrow up at the top.

And again, if you need-- if you're getting that error, pop your comment into the chat. I see someone added to the previous one, quiet time to study. Yes, that could be really helpful, thank you.

Jaemi Naish: I loved that quiet time to study, because we've absolutely experienced that as a pretty big need here. And one of the ways in which we've dealt with that is-- because we know a lot of our students are in shared housing, not in quiet spaces, and it's been very challenging. And so we've opened up our school to-- even if they're in a remote day, to come in and have a quiet space here.

So that's kind of one of the kind of details that I'm asking you guys-- or Sudie and I are asking you guys to think about. So when you center your learner needs, what concrete good examples can you think of or start brainstorming that will help them meet that goal that you listed?

Sudie Whalen: I'm liking some of these support services I'm seeing in here. Child care, things-- thinking about asking students what they need. Survey committees. Case management. So the case management one I think is helpful, but you want to be more specific when you're talking about case management. What specifically would you want to include in that case management piece and when you're articulating that on your CIP. You want to make sure you're really specific and that it's really clear what you're asked-- what you're referring to when you're doing that.

And thank you for those who are popping your comments into the chat. I am putting them in there. And thank you for whoever is helping me keep these organize, I appreciate you so much.

Jaemi Naish: And I'm going to just highlight a comment that I just saw coming in the chat, which is ability to offer online classes, yes. Absolutely, we all know how important that has been over the last couple of years. It hasn't been easy for every single agency and/or student involved in taking online classes, but we know it's a need, it's not going to go away when COVID goes away. And man, can we just make COVID go away like immediately? Let's just be done with it, I'll just say that. And just saying again, Happy Friday.

Sudie Whalen: I really like how we're-- we're getting a lot of input in here about just asking students, serving students, gathering data from students. But as you're doing that-- and maybe this is because of the research nerd in me, make sure you're thinking about the specific type of information you're wanting to gather and being really explicit with that.

For multiple reasons, one, you don't want to confuse students about what you're asking. And then you also want to make sure that you're not going to end up with some form of survey fatigue and students are no longer willing to do your surveys. So make sure you're thinking about, what am I asking? How can I capture as much as I need in one survey, in one or two focus groups so that we're not wearing people out? And then when you're planning for this within your CIP thinking about how to clearly articulate the information you're hoping to gather.

Jaemi Naish: I'm just going to-- go ahead, Sudie.

Sudie Whalen: I was going to say, someone just said in the chat, build strong positive relationships with students. That is awesome, that is fantastic. But remember, when we're thinking about our CIP-- and I'm not discounting the importance of doing that, that is super important. But when writing our CIP, we want to think about how that impacts student outcomes.

And so how does building those strong positive relationships with students, how does that help us improve their learning and improve their learning outcomes? And it does, it definitely does. I just want to make sure you're being explicit with that connection.

Jaemi Naish: I'm going to call out a couple that I just can relate to right off the bat in how can your school partner with students to meet their goals? And one of them I see is provide access to technology. And again, these past couple of years, we've seen the importance of surveying students and knowing if they have a computer at home or not, using that data to inform what our next best steps.

And then at our school, we've been able to purchase more Chromebooks and loan those to students. And at our school, we decided to start with our beginning English language learners, our basic ESL class, because we knew that they were the highest impact group and we saw that they didn't have that access, so they weren't able to get into our online classes.

So these are just some of the things to think about as you're coming up with what will be the highest-impact area for your CIP plan. And I just-- I really appreciate the thought that's going into what you're posting on the Jamboard.

Sudie Whalen: Agreed. I think some of these I would probably marry together. That access to technology and then additional hardware, software, and loaner programs, like those-- where saying we want you to have access and this is what I want to do to give that access. And that's-- like put those two things together and you've got it.

Someone else just put in, build in technology training into student orientation. Yes, that training support is huge. We can't just give them the software and then not tell them how to use it or give them support if they have a hard time. So really great thinking there. Thank you.

Jaemi Naish: And I'll just say, talking about connecting them and building them together, that nice pink student lounge can go right in there with that. Yeah.

Sudie Whalen: Yeah. I like that.

Jaemi Naish: OK.

Sudie Whalen: All righty. So let's move into our next slide. I'm going to pass it over to you, Jaemi.

Jaemi Naish: All right. So I think one of the things that I want to just be really transparent about with the CIP plan is that it doesn't have to be some crazy complicated plan that's 10 pages long. And we're not striving for perfection, we're striving for high impact. So keep it simple. You've just done two great Jamboards on centering your students and the needs of your students in your school environment and community so that's great.

Simple. Student-centered. Make it relevant. There wasn't one thing on either of those Jamboards that weren't relevant, so that's a no-brainer. And then how do you look and use data available at your school site to create your plan and to monitor the plan that you come up with? In some ways, this feels-- I don't want to compare it to WASC because it's not as intense. But you need to use data in the same way that you use data when you're creating a WASC school or a WASC plan or an action plan. Yeah.

All right, so let's go to the next page. So next slide. There we go. So I want to talk a little bit about the partners, the state leadership projects and partners that we all work with in adult schools. There's many more than just the ones that are here, but these are our state-contracted partners and they deserve a place on your plans.

So OTAN, computer tech-- we've heard a lot from in the last couple of years. CASAS, most of us work explicitly with CASAS for assessments pre and post-testing and reporting and quite a few other things. And then CALPRO, which does an amazing job of getting us research-based practices in the adult education field across a variety of subjects.

So I think-- whether you're using these or not or whether you're intentionally using these guys as partners, I think it's just important to note and consider including on your CIP plans. Sudie, do you want to say anything else about--

Sudie Whalen: Yeah, I was going to add that as you're doing your CIP and you're thinking through the action steps for meeting your SMART goal and things like that, if professional development additional learning or additional resources are something that you need, then you want to check out what does CALPRO, OTAN, or CASAS have that can help us with this?

So if you're thinking, we need more PD on how to evaluate our data and use it effectively, CASAS has a training for that. We need to do something to help our students become-- or teachers become more adept at using the technology, OTAN has a training for that. Or we need to work on our effective teaching practices or teaching adults to read and things like that, CALPRO has a training for that.

And so there's-- and I could go on and on and on. But the point is, as you're writing out your SMART steps and things like that about how are you going to meet that goal, think about, what training is actually available so I can be explicit about what I want my educators, my teachers, my classified staff, anybody involved in your school running successfully and as part of your CIP, what can I provide to them in order for us to do that? So yeah.

Yeah, Sachi. CALPRO currently is. If you request an in-person training, CALPRO will do it in-person as long as we have a facilitator available. I can't speak to OTAN or CASAS because that's not my project. But CALPRO is doing that in-person if you ask us.

Speaker: OTAN is as well. So yeah, send those requests in.

Jaemi Naish: That's great news. Thank you for asking that question. Before we go to the next slide, I just would love people to put in the chat some of your prominent partners in adult education that belong in your CIP plan just for the rest of us to see. So if you could just type in a couple of your partners outside of OTAN, CALPRO, and CASAS, that would be great.

Sudie Whalen: And to answer your question, Karen, for CALPRO and I believe OTN also, no, you may have to pay your staff to attend PD, but we don't charge you for the training, to host the training, to do anything. We provide the training materials, content, and the facilitator for you, you don't have to pay anything for that.

So I'm looking for some of these answers in here. AXA, CCAE-- yes, absolutely.

Jaemi Naish: The One Stops.

Sudie Whalen: Yeah, One Stops. Your CAEP partners. Yes. I love that that was said. Workforce development partners, AJCCs, local community colleges, all of that, yes. Chamber of Commerce, great. LARRC the Consortium. Probation department if you're working with corrections and re-entry, good partner to have and reach out with. Youth foundations, COAED, Consortium, Community College Articulations, more consortium of colleges. Workforce investment boards, thank you, Karen.

Jaemi Naish: Yeah.

Sudie Whalen: Misty, I love hearing Misty. The United Way, yes.

Jaemi Naish: Thank you, guys. And then there's a lot of local nonprofits that you probably work with like we do that are absolutely our partners and are part of what makes-- it's the support services that we can even provide at the school available.

Sudie Whalen: And Jaemi, if I can just add, I know we're talking about CIP today, but as you're doing your CIP or your IELC plans or Section 243, remember that when we're planning these things, the requirement is not that everything is happening in-house. You're partnering with people to make this happen effectively.

So yeah, I'd love to see local libraries, city government, all these different avenues that we're using to partner and meet the needs of our students and provide wraparound services to our students. So awesome.

Jaemi Naish: All right. I think we're ready to go on to SMART goal creation.

Sudie Whalen: So yeah. So we're thinking about SMART goals, everybody-- most of us are pretty familiar with SMART goals. But I can tell you, as someone who reviewed CIP plans previously, not all of us are super strong and writing SMART goals. So we want to make sure we're being really clear again this year about what the SMART goals are, because you don't want a poorly articulated SMART goal for a really great idea to be the reason your plan gets rejected.

So when we think about SMART goals, we think about the S being Specific-- it's specific, it's attainable, and it's easily identifiable. I can read your goal and I clearly understand what you mean, and that's what we're talking about when we're saying be explicit about what it is you're hoping to accomplish.

That M, that's that Measurement, that data piece that Jaemi was talking about, being measurable and data-driven. Whatever your goal is, how will you measure the success of that goal? R is Relevant, inclusive, and student-centered-- or student-centered. Remember, I said earlier, you want to make sure, whatever goal we write for our CIP is leading to improve student learning and outcomes.

That doesn't mean everything is about I'm going to look at my CASAS data and I'm going to make sure the data is clean. No, but what practices are you doing to improve student outcomes? Then we have that R, which is also the Relevant piece. Following with T, Timeline and time-bound. Are we identifying exactly when we're going to do this, when it's going to happen by? And it's really clear to the reviewer what's in there.

And then I mentioned that I and that E previously also. Are we being inclusive and equitable? If one of your goals last year was to do an equity audit to identify your equity gaps, then your goal this year should piggyback off of that and thinking about how do I close those gaps? Are those gaps related to literacy and numeracy? Is the gap related to, am I serving the community that-- the people within my community? Are there gaps in terms of some demographics not being met and things like that?

Do we have a lot of returning citizens that are in our programs that we need to make sure are getting into the correct career pathways that they can get jobs in? These kinds of things. So as you're looking through your data and you're identifying your gaps that you want to make sure your goals are reaching, you want to make sure you're being inclusive and equitable in that process. That's all I have to say about that. Jaemi, do you want to add anything?

Jaemi Naish: Yeah. I just-- I wanted just to follow up with a couple of the examples that I saw people post on the Jamboard. One of them was the ability to have online classes and then one was the ability to make sure that students had technology to access those classes. And that's what we're talking about and Sudie just explained, that's the I and the E.

If-- I know personally that when we were online only like many of you in 2020, '21, I had a whole student voice that was not present. Their voice was not present in our school data, because they could not access online learning. And that was really-- I knew they-- we had about 100 students missing. I knew it was that beginning ESL-level student.

And so it was important for us at our school to ensure that the following year we did better. We did better for that exact population. And so we made sure that we had computers, as I said, for students at the beginning level. Training, Wi-Fi access, and on-site access one day a week and more if they needed it. So that was an example of how to do the I and the E piece. And I saw a lot of other really good examples that could actually be part of inclusive and equity-minded goal.

And I just will always say, because I say this a lot in adult education, I think adult educators are some of the most amazing people, in addition to the fact that we've been doing equity work for many, many years. That's what we do in adult education. So we were doing that work before it was labeled that. So I will just say, we in this room, in this webinar know what that work is.

Sudie Whalen: We were doing it before it was cool.

Jaemi Naish: Exactly. Before it was-- yeah, exactly.

Sudie Whalen: So are there any other examples that you can think of and you can put it into the chat that would be an area of focus that's equity-minded or inclusive as you're thinking about it? I know some of you already mentioned technology, Jaemi talked about that, too. But what other things can you think of that could help you with your goal being a goal that would be equitable and inclusive? And you don't have to articulate a whole goal, you can just make a topical if you like. Schedules of class offerings.

Jaemi Naish: Go Kristie, that's right.

Sudie Whalen: The crowd goes wild! Yes, exactly! One of the best places to look for inequities is in your class scheduling and attendance policies. Are students penalized because they have to work and they can't make it to class? Those kinds of things. So I see Teresita is like, yes, exactly. So yes, scheduling, really great one.

IELCE, yes. Integrated education and training is an equitable model for accelerated learning. So I love that that's being mentioned. IET and et cetera. Thank you, Wendy. Improving translation services, yes, Cathy. Dana said having both strict classes and free time offerings where students are hesitant for a full class commitment, they can come in and still get help. Love that. We used to have lab hours and things like that, but there was nothing really lab about it. It's just time for you to get some homework help and complete some assignments.

All right. Thank you for those great examples, I appreciate it. So we talked a little about those kind of examples and things that we talk about, but some things to think about when you're doing your SMART goal is being specific, that precise and clear as you're making your statement or issuing any type of instructions. That's what specific literally means.

So we want to make sure you're doing that when you're writing your goal. So you want to make sure that you do create one really good, really impactful goal. Yes, you can have up to three goals, but you don't have to have three goals. Having one really strong goal is better than having three terribly articulated and really weak goals. So just think about it that way.

Make sure you're using precise language that clearly identifies your goal. So whatever it is you're doing, you're clearly identifying what it is and how it's going to impact student learning and how it's going to help. You want to also make sure you're not hiding your goal in a really long paragraph. It's just mean to the reviewers. But also, because it makes it hard to follow exactly what it is you're trying to accomplish.

So don't try to bury your goal in a long paragraph or anything like that. This is not a college research paper that you have to make it really fluffy so you meet the word count. I've written those, too. But just a really clear-- and clear, precise, and direct. And then make sure you utilize a team approach. There are multiple people that are going to be involved in achieving your goal. So you want to make sure they're involved in setting that goal.

For two reasons. One, because you get to hear voices other than your own to understand the full scope and the depth and breadth of what the needs are. But also, two, because then people take ownership of that goal and they're more inclined to help you reach that goal because they understand what it is, they were involved in making it, and they're really, really involved. And they're really-- they own it, they want it.

And so also, don't forget to review your CIP later, too. Make sure that you're keeping in mind that your CIP is a living document. It's a reminder of what it is we said that we're going to do. And so you want to refer back to that when you have the opportunity and remember-- and see where you are with your goal-setting process.

So lots of comments coming up in the chat. Should the goals be the last plan-- the last plan to be referenced in the new plan? Yeah. Well, yes. If I understand what you're asking is, when I'm writing my new plan, should the goal be the thing that I reference into the new plan? Yes. If whatever your goal was last year, you want to make sure you're identifying what it is that you did to meet that goal. But that doesn't mean your goal this year has to mirror that goal.

If you met that goal, you might have something new that you want to completely focus on. But if you didn't meet your goal, maybe your SMART goal this year is a more concrete way to help you get there. But there's no requirement that you have to mirror the goal that you had the year before. And I see that Jaemi commented on that, too. And can you use the same goal as last year? Jaemi said yes you can, and I concur, yes you can.

If you didn't meet your goal yet, then yeah, you want to-- probably use the same goal. But in your action steps, you want to maybe differentiate your articulation of how you intend to meet it if how you set it up last year did not actually get you there. Now there are sometimes outside influences that prevents us from being able to meet our goals. We've been in pandemic land for like two years and we're finally coming into the new normal.

So there might have been things outside of your control that prevented you from meeting your goal, but that might be something that you want to think about, some kind of risk mitigation and management in the event that something comes up, how will we keep the ship on track so we don't lose track of our goal? That kind of thing.

Jeff is asking about maintenance goals. Can you speak a little bit more to that, Jeff, when you're meaning maintenance goals? Are you talking about building in maintenance goals?

Audience: No, I mean like you've got a goal, you've met the goal, but you want to keep meeting the goal so you don't backslide.

Sudie Whalen: Oh, I love that suggestion. So in that situation, because you already met the goal, that might be something where there is a justifiable reason to have more than one goal. I have this new goal that I want to reach, but I also want to have another maintenance goal to make sure that we're keeping track of where we were and we're looking at that data and keeping that on track. So yeah, you can totally have a maintenance goal.

I wouldn't necessarily make that my primary goal. If you already met it you want to start-- we're looking for continuous improvement. So if you've done that, then let's look at what else we can do to further improve while still maintaining what you already met. Really good question.

Jaemi Naish: And I'm going to say I'm glad that he brought that up, because I think what we know in adult ed is that we're working on like seven different goals, 10 different goals-- we like a million different goals. We're just asking you to select between one and three that you want to highlight and that you really want to focus on, even though we know you're going to be focusing on several others, including maintenance goals and/or brand new goals that you didn't even know you needed to have midway through the year.

Sudie Whalen: Great. Thank you. Thank you all so much. All right, so the last piece I want to talk about-- not last piece. The next thing I want to talk about a little bit here is just the thinking about data and how you're going to measure your data and just being very intentional with that data focus.

So it's really easy to really think about, well, as long as I do this and it gets done, it's done. But when we think about if we did something, we really need to identify, did we do it well and did it have an impact? And that's what part of the thing that we're thinking about with the CIP is. So when you're thinking about it, you only want to think about that one great goal that can make an impact. We're not saying don't write more than one goal if you really want to, but make sure you have that one really strong goal that can make an impact.

You want to make sure that you discuss strategies for collecting data, because you're not going to be-- the person who writes the plan is almost always not necessarily the person who's entering in or collecting that data. So we need to make sure we have shared understanding of what that data is that we need to be looking at and that we have shared understanding of collecting it.

You also want to make sure you include talking points throughout the plan about exactly how this is going to be met. What does success look like? What does it mean for us to say that the data shows that this was successful? And identifying what that is. And remember that while we always have CASAS data and things like that, it can go beyond just your CASAS data and other things. Maybe we're looking at student job placement. Maybe we're looking at transitions. There's a lot of different things that you could be looking at. So you want to take that into account.

Please make sure that you do identify your key players, partners and activities that they're expected to complete and do. So make sure you have in your mind and in your plan what that is. So you don't want to write a plan that's contingent on a partner that's within your CAEP consortium that you haven't even spoken with, and then you go to implement your plan and they're like, whoa, whoa, whoa, whoa, we're doing something else, we're not going be able to help you with that. And now you're trying to figure out how to meet your goal.

So make sure you're talking with your partners. Educators, staff members, counselors, data clerks, anybody involved in this-- your classified staff, anybody that has to be involved in that data collection piece and achieving your goal. And again, I can't say enough, don't forget to collaborate. The collaboration is key. You should not be writing your CIP plan in a bubble, locked in an office somewhere with the lights dimmed and just hunched over your keyboard.

You want to make sure that you're collaboratively doing this and talking to people and working together to get it done. This is not something you have to go do in a dark room by yourself, and it's much easier to accomplish and complete when you do it collaboratively because you're not trying to think through the whole thing all by yourself.

And again, just a friendly service reminder, don't forget the data. I don't know if I could say that enough, but don't forget your data. Jaemi, do you want to add anything in here?

Jaemi Naish: No.

Sudie Whalen: All righty--

Jaemi Naish: --got it.

Sudie Whalen: OK. So my, I think, last slide-- or the second or maybe-- is thinking about the A and the R here, the Achievable and Realistic piece. Again, the goal has to make an impact, and it can't make an impact if you can't achieve it and if it's not realistic and it's too pie in the sky. So you want to make sure you consider the relevancy and impact on your students when you're writing this goal and that it's something that you can do.

You also want to make sure you're adjusting your goal parameters for attainability. So if your goal is I'm going to improve student learning outcomes by 100% within three months, OK, that's not realistic, but maybe we can dial that back a little bit and say, we're going to see a 10% increase in student learning outcomes, or maybe we'll see a 15% increase in job placement rates, or those kinds of things. Just being realistic about what's actually feasible and can be accomplished.

Jaemi Naish: And can I just say-- I'm going to just interject here real quick. Because last year when I was creating the goal with my team, I started with a pie in the sky, as Sudie said. I started with, let's increase enrollment with learners with 12 hours or more by 30%. And like several of my teammates, their eyes just went big and they're like, are you nuts?

And I was like, no, that's what I want to do, I think it's great. And the whole team was like, no, that's not going to work. And it didn't work. When I was-- and we didn't actually start with that goal, we brought it down to I think 15% or 20%, which was doable. But one of the things to think about, is it doable by April 30 when you're presenting on it? Maybe not.

When we were thinking about our goal last year, did we think COVID was still going to be with us in this intensive way? Not really. I mean, maybe I was in denial or our team was in denial. But those are all things to think about with your CIP plan. Sorry, Sudie. I just wanted to make sure I gave some real-life examples of maybe what not to do based on--

Sudie Whalen: I totally agree. And if any of you been to our CAPOS Professional Learning Communities Institute, we talk about this very in-depth. And a lot of times, there's nothing wrong with your goal, it's just you're asking yourself to do too much all at once. Put in-- think about it this way.

You're writing a goal that you can't accomplish in bite-sized chunks. It's not something that-- I'm not going to try to eat the whole meal all at once. I just want to taste this and see if I can get into some improvement here, and then let's move forward and keep pushing forward after we get that done. That's where those maintenance goals that Jeff talked about earlier are really relevant.

So you want to make sure as you're doing this that you're forecasting your goal for student success and impact on student learning. Remember, that's the reason why we do all of this, is for our students. That's what matters the most in this whole process. And so as you're writing your goal, just think about that piece. Make sure that intentional connection to student learning is included.

And again, don't overshoot your goals. Sometimes less is more. That's why we keep talking about one really strong goal instead of writing a lot of not great goals. If you have three really strong goals, you are a rock star and you are awesome. But we're not pushing for that. We're asking for at least one really strong goal.

You can only eat an elephant one bite at a time. So true. And Jody, I see the frowning face and I hope we didn't make you sad. We want everybody to have an enjoyable experience. I know, [inaudible], when think about CIP planning, it doesn't always sound like fun. But the collaboration part and getting to really hear from your students and hearing from your faculty and those in your community about what's really matters to them, to me, that part is really fun, and I like doing those kinds of things. Jaemi, do you want to add anything else in?

Jaemi Naish: No.

Sudie Whalen: All righty. So-- I think this is actually my last slide. In this segment anyway. Is the other piece is thinking about your timeline for measuring your data. Remember, we have to keep it time-bound. So you want to make sure you're creating a really thoughtful timeline for evaluating your plan and your goal, thinking about-- and one of the things I like to do is just time it out.

Like if I'm trying to see something that's improved by 15%, at what point do I want to see different-- at different stages. Is my SMART goal going to be my long-term goal for the next two years? What are my smaller incremental goals and things that I need to meet before-- in-between time? So if I'm saying I want to hit a 15% increase, then I'm looking at 5% here and see at what point do I think I can get to 5%, when do I think it'll get to 10%, and when do I think I can actually get to 15%? So just doing it that way.

Make sure you, again, identify those players, partners, and activities. Make sure you're thinking about evaluating your success in an ongoing way. Don't wait until the very end right before it's time to do your next CIP goal to be like, oh, that's why we have this goal. Maybe I need to go check and see if we met that goal or not.

I mean, you want to make sure you're looking at that in-between time and looking to see if it's successful. And adjusting your planning as needed to help you meet your goal. If you're a year in and you're like, we're still not any closer to meeting this goal, what do we need to do differently so we can, you know what I mean?

And so that's why me when I say think of your CIP as a living document that you're referring back to and checking up on and checking in on, and that's seeing is, is our success where we thought it would be? Do we need to do something different so we can meet that? Do we need additional staff? Do we need additional PD? Do we need more student support? Do we need more technology support? All the different things that you could be asking yourself.

So if you're not hitting your goal, that doesn't mean abandon it. It means. Think about what do we need to do differently so we can do it? So make sure you're reevaluating that and thinking about what does the evaluation mean, how do we evaluate that success? And then consider those external, extraneous factors, things that you can't control-- remember, we talked about that a moment ago. These things will come up.

So as that comes up, you want to think about, as you're planning, what happens if we have to lock down again? What happens if we have to pivot instruction again? What happens if we lose staff or we end up with high turnover? What happens if there's a natural disaster and some of our students can access the classroom, do we have to do this a different way? All these things. What happens if our books become obsolete or a new set of standards comes out?

Just these kinds of little things, all kinds of mitigating factors can come up that impacts your plan, but thinking through, what will be my contingency plan, in the event that something happens, that prevents us from doing what we plan on doing? Is there more than one way that we can achieve this goal? And just thinking through that. I'm not saying you need to plan for every possible natural disaster. I'm just saying think about, if something stalls your plan what's your plan to move forward past that?

And I think I can get off my soapbox on that. So that's all I have to say about that. I going to pass it back to you, Jaemi, before I just keep talking.

Jaemi Naish: All right. We don't mind it. So here is just an example of a SMART goal. And it might not be a perfect goal, it might not have been written the best, but it is a SMART goal, and it's one example of how to write a SMART goal. I think most of you know how to do that at this point, especially if you've been involved in adult ed for long, it's something that we talk about a lot.

But there's certainly an incredible amount of videos available on YouTube if you wanted to just to get a refresher on how to write a SMART goal. But basically, you'll notice that it's pretty simple. And I've taken it through S-M-A-R-T. So it's Specific, it's identifying exactly the target group. It's Measurable, and I'm talking about when I'm going to measure, and it goes back to exactly what Sudie was just talking about with the time period, which links in to the T.

So I've got the data identified that I'm going to look at, and then I've got the Time period in the T. Is it Achievable? I think so. 10% I think is achievable. 30% would not have been, but 10% is achievable. And then-- oh sorry, and I think I changed up this goal so it looks a little different. But this brings in the Relevant and also the "IE" as I mentioned before.

In our area, our adult ed students were the very first and most hardest hit by the COVID pandemic like almost off the bat. This is who I want a center for the support services and for the goal and for the biggest impact because they felt the biggest impact of the pandemic. So that sits with me all day long in my role as director here. And I think a lot for us teachers, too, or at least teachers you probably hear and I know on my staff.

So again, that's the SMART acronym, and you can take your goal that you create and just run it through there and make sure that it meets those markers. Because if it doesn't, it probably isn't SMART, you just need to go back to the drawing board and tweak it. All right, so let's go to the next slide and quickly-- a lot of people talked about support services, and as I mentioned, my first role in education is as a counselor, so my background is in counseling, in support services, that's where I land and understand that that's important for success for any of our students.

However, when you just say expand support services, that's not a strong enough goal. That's not a SMART goal even though we know that, yes, it's relevant and it's important, but it's not concise, it's not specific, we don't know what we're measuring. And so if you run it through the S-M-A-R-T and it doesn't hold up, then you've got to go back to the drawing board. So I won't go a lot into that.

The other piece I will say is that just like the example I gave when I said, let's increase enrollment by 30%, and my whole team was like, you're nuts, it's important to-- you're not always going to create amazing goal, but what are you going to learn from that that's going to help you do better next time? That's how we ask-- that's what we ask of our students when they're learning. Don't give up, don't just stop. What did you learn from that? And move on.

And that's what we're hoping will happen-- if you realize that you selected a CIP last year that didn't do well, well what did you learn for that and how can you use that moving forward? So we'll go to the next slide. So we have about 10 minutes left or so. So we have some resources. And what I want to do is go check out the rubric.

Do you guys-- has anyone looked at the CIP guidelines yet? Can you just give me a thumbs up or thumbs down if you've done that? If you've looked at the CIP guidelines and rubric, just thumbs up. Or thumbs down if you haven't. You can use your reactions. OK. Some--

Sudie Whalen: --got 12 thumbs up and only one thumbs down.

Jaemi Naish: OK, good. So then maybe we won't go into depth on this, but I would recommend that-- I printed mine out, and I like a piece of paper. Sometimes so I have looked at mine. The rubric is really helpful. It's very simple. It tells you exactly how it's going to be scored. There's nothing mysterious about it.

And so I think if you haven't looked at it, you need to look at it. I can put the link in the chat. I just downloaded it and made it shareable, but you should be able to go into the Adult Education Portal and locate it in that way. Again, use your partners in adult education. If you have a SMART goal and you're not sure about it and you want to run it by one of us, please do. I mean, I do that a lot. I don't pretend to know everything, and it's really helpful when I can have someone to run ideas off or bounce ideas off.

And then of course, your CIP team is there for you. That's who you should be really looking at to give you some ideas about the direction of the goal that you come up with or if you want to tweak it or if you want to involve new data on it, use your team. All right, let's go to the next slide.

All right. So I think I forgot that I put in a sample of the rubric. And so you'll see it right there. Again, it's really simple, but also helpful. And I think as someone said before, it doesn't have to be a dissertation. It just needs to be a good, solid, impactful goal, or more. So Lori had a great question. What NRS tables do you suggest we use?

Well, I'm not necessarily suggesting you use NRS tables. It really is going to depend on your goal. So I think if your goal was support services and increasing, let's say, technology use among English language learners, the NRS table wouldn't necessarily help you. But who could say what might? You just put it in the chat.

What are some of the data talking points that one could use? A DIR, yep.. What else? It's not a trick-- not a trick question. I can tell you what we use. Persistence rates, yep. CAEP summary table. Stakeholder surveys, yes. Payment points, payment point summary report. Table Form 4B, absolutely. That's one of those NRS tables that was asked about.

Here's one that-- this is what we use in-house. I know that I'm meeting part of my technology goal in beginning English language learners when I know that we have 70 computers to check out and I have five remaining. That's one local goal that has nothing to do with CASAS or TE, per se. Yeah. Needs assessment, love that. So there's all kinds of data talking points that you guys can use, and they are very much dependent on the goals that you select.

And the same thing goes with the partners. That's why we asked you to list out some of your partners that were not the state leadership partners, but others that are equally important.

Sudie Whalen: And I just want to add that if you're looking at some of those NRS tables that are in terms of employment placement projections-- or not projections, but outcomes and those kinds of things, I mean, it's good to have that, but that's wholly contingent on information follow-up and things like that you got from people who completed that actually responded after the fact when you your phone calls and those kinds of things.

There's lots of other ways you can get employment data in your local area, especially if you're directly connecting students with jobs and employers and talking with those employers that you connect them with. Like there's some districts I know that have-- they finished their CT program and then-- or their EIT program and then they go into their union pre-apprenticeship program.

And then you may not necessarily hear from them again, but I promise you that union knows exactly what happened with those students. So there's all kinds of ways to get employment information, there's all kinds of ways to get student outcome information in addition to those NRS tables. So you can be creative about it. Remember, how you measure your outcomes and your goal does not necessarily mean data reported to CASAS and then to NRS. There's so many forms of data out there that you can utilize that can give you an even broader scope of the picture.

Jaemi Naish: And I just put in a couple others, too. Like another local way to measure some of the success depending, again, on your goal is how many grads did you have? Diploma, GED. If you're a Pearson VUE Center, how many test-takers came in into your test? Because in our test center during 2020, we were closed for a whole entire year, so no one came in. So this year it's much better.

So there's so many different talking points depending on what your goal is going to be. And sometimes you can be creative, and they absolutely don't have to be directly from the NRS. We like to have that as well, but that doesn't have to be your only data talking point. And that's where your team and your colleagues can come in handy, where there's a lot of good examples in the chat now about reports that can be used.

Thoibi brought up if there's any WASC schools out there. We're going through our WASCell self-study now, which has been a lot this year. But we've got a tremendous amount of data from that report that I could probably use with my team to create a good goal outside of our WASC school-wide action plan goals.

And I will say, Nancy, Nancy from Watsonville Adult, I was at your school roughly two years ago before the pandemic hit doing your WASC visit, if you remember, which was amazing. That was before life changed.

Audience: I do remember, and that was great. We were so glad you were there, part of the team.

Jaemi Naish: Yeah. I've been thinking about that a lot, because we're up on about the two-year mark from that. So anyway.

Audience: Next March.

Jaemi Naish: Yep.

Audience: We're ready.

Jaemi Naish: So what questions do you have for Sudie and I? Because I think-- Sudie, if you go to the next slide, I think we're on our last slide at this point. Oh. No, sorry. OK. Let me quickly get through this, because this did come up in the chat. When you log into the portal, you're going to automatically be first asked to talk about last year's-- or this current year's goal. You're going to need to be able to address these questions that you see here. How did it go? What went well? What changes need to be made in order to make the goal more successful? What things need to be tweaked?

So just be prepared to answer those questions. As well as there'll be a question, do you want to continue this goal or are you done with this goal? Has this goal been met? And so there's an opportunity to say yes, we're done with this goal and then move on, or to use this goal and modify it. There's a whole-- several different options when you get into the portal. And again, the due date is April 30. You can turn it in earlier if you're ready. Anything else on that, Sudie? OK.

So we'll go on to our last page. And then I'll ask the question, does anyone have any questions for Sudie and I about the CIP plan? I will say that we're going to do a deeper dive next Friday for anybody that wants to go deeper into their CIP plan and just wants more support. Thoibi and I are going to do that.

Sudie Whalen: And please, like Jaemi said, if you just want to run your goal past somebody and just see like, hey, does this make sense? Is this a good SMART goal? Please feel free to email us, we're happy to review it. It doesn't take a long time for us to do that and just reply to you and be like, yeah, this is great, or maybe think a little bit more about being more specific or more making it more measurable.

Or we might follow up with a question. How are you going to measure success? Those kinds of things. But I used to love it when people would offer that when I was doing plans and grants and stuff like that, because it was really helpful to get feedback from someone before submitting it. Because it feels terrible to have to redo something.

So please, this is not something you have to pay for. If you just want to run it by somebody, feel free to ask. So we have some questions in the chat. How do we register-- they want to know how to register for the webinar next week.

Jaemi Naish: I think you can just go on the portal--

Speaker: I can walk them through that.

Jaemi Naish: OK, perfect. Thank you.

Sudie Whalen: Yep.

Jaemi Naish: Go ahead, Neta.

Sudie Whalen: Yeah.

Jaemi Naish: Or maybe Neta will put it in the chat where you can go just to--

Speaker: All right, OK. So Sudie, I'm going to take over share.

Sudie Whalen: And we see other questions, we'll get to those right after this, I promise.

Speaker: OK. So really quick, I just wanted to show you where you're getting to it. So this is your OAR. So the California Adult Education Online Application and Reporting. And so for here, you're going to go to your WIOA tab, and this is what we're looking at here. You have your WIOA dashboard and you can get to your Continuous Improvement Plan here. And that guidance document that Jaemi and Sudie were talking about is right here. So you can grab that rubric and the checklist and all that good stuff is right on where it says Continuous Improvement Plan.

Also, if you're looking at past surveys, you can go in and-- remember, past surveys are on this side of-- if you're looking at conducting surveys for this year, you can access that from the continuous improvement plan. If you're trying to access previously-- previous surveys from last year, you can access it here under Surveys in the WIOA dashboard.

The other thing I wanted to point out is, if you're trying to look at what you wrote previously, you can select the fiscal year from your Deliverables Summary in the dashboard here. You can choose your fiscal year and get the deliverables list, and then you can access and get an idea of what you wrote last year as well.

Now that I've done that, I will now go into the training calendar. So one way you can get to the training calendar is easy peasy, go to otan.us-- O-T-A-N-dot-U-S. And then you go to Training, California Professional Development Calendar, and here are all the upcoming events. So you can get it from the upcoming events here or in March, or you can filter by sponsors. So if I filter by OTAN and I click Search, I'll find that CIP Deep Dive into the Continuous Improvement Plan, that'll be Jamie and Thoibi. And so if I click on that, I'll be able to register for that as well.

One of the other things that we're offering this year, if I go back, are some CIP office hours. So if you're interested in the office hours, that means you're going to find one of us at OTN and/or CALPRO in the room, in the Zoom room that can help answer some of your questions if you have very specific questions and/or want to come in and-- probably some of your colleagues didn't get to access any of these webinars and might have other questions, definitely join us for office hours. So these are all of our upcoming events that support the CIP. Is that it?

Sudie Whalen: No. A couple-- there's a couple of questions that are really specific to something that happened. I just popped a link in there to the contact form and the phone number into the chat. Please contact for support. One of the questions I think is regarding-- I'm assuming it's regarding the technology surveys. They're asking if the teacher and student surveys are required, they heard it was not, it was optional. Neda, do you have any information about that?

Yeah, so like the technology distance learning plan previously, we've always asked for a percentage, percentage of your teachers and your students to be surveyed. So we're still asking for that, and it is in the guide plan. One of the things that was confusing was that the optional piece was, should I survey the entire staff? Should I survey all my students?

And you can use the percentage that's given to you on the guide for the continuous improvement plan, or you can choose to survey all of your staff members and that's another option as well. We find that data is good when you're building your SMART goals and/or moving forward with other goals within your agency, so that is completely up to you whether or not you keep to the percentage that we are asking you for CIP and/or if you want to survey your entire staff.

Sudie Whalen: A couple of other questions that are about adding people to the website, those kind of things. Please see that link I just posted in the chat and to submit your request, you'll get an email response back. There's also a phone number in the chat if you would like to call between 9:00 AM and 4:30 PM Pacific if you need support or to get clarifying questions and things like that.

Anna, whose email did you want, mine, Jaemi's, Neda's? Because we can give you any one of the ones you want. I'm volunteering you, Neda, sorry.

Jaemi Naish: And while she's putting that in the chat, I'm going to answer-- I think Christy Smith had a great question, which is, when you're on the portal site and you're entering information, if you let it sit, it times out and doesn't save. So a really good suggestion would be to create a Word doc or Google Doc, put your answers into the questions so that you can cut and paste, then you press Save, and then you're not going to have that problem because that's very frustrating. So just think ahead if you can and just do a little typing on that, and hopefully you won't experience that issue.

Sudie Whalen: And one other question. And Courtney, if you're still on, I'm not really sure what you mean-- I think I'm understanding. If we close out a goal, do we have to create a new one? Do we not-- you don't see a way to do that. You have to have a goal as part of your CIP. If you're referring to like I met my goal last year, do I have to make a new one? Or I met my goal in my last CIP, do I need one this time? Yes, you absolutely have to have a goal.

If you're saying the goal was repeated and we want to close it out, I think that's more of a tech issue, in which case I would say contact-- fill out the form or contact the help desk.

Jaemi Naish: All right. We just want to thank everyone for being here, and great responses, great interaction and engagement. And adult educators are amazing, wonderful people that do incredible work. And I just want to acknowledge that. You, for me, are my favorite people to be around.

And so I hope you have a wonderful Friday and a wonderful weekend, and we're here to help you if you have any questions or want to run anything by us.