DSBM Ph 3 Assessment Form January 2013

DSBM Phase 3Assessment Form

Participant Name: / Region:
Cohort: / Group:
Assessor Name: / Date:
Moderator Name: / Insert name if moderated / Date:

Assessment Criteria for Module 1 – Thinking about Strategy in Schools

Knowledge and Understanding of key concepts and techniques

Demonstrated knowledge and understanding of key concepts and techniques associated with the strategic direction and development of organisations.
Provided evidence of engagement with the literature focused on the strategic development of schools in the context of current education policy.
Shown awareness of research findings and publications concerned with the emerging contribution of the SBM to the strategic development of schools.
Demonstrated understanding of the ways in which schools can plan for their strategic development by drawing on techniques for operational planning, capacity-building and futures thinking.

Application of learning to professional practice

Completed a systematic investigation into strategy in a school setting
Undertaken an audit of the school’s current systems and processes of strategic development
Drawn conclusions about the characteristics of the strategic direction and development of the school and the effectiveness of the systems and processes currently in place
Identified areas for improvement in the strategic direction and development of the school.

Analysis, reflection and personal learning

Reflected on the emerging contribution of the School Business Manager to the strategic direction and development of schools
Evaluated their current contribution to the strategic leadership and management of their school, and set out plans to enhance this contribution in the future
Demonstrated the ways in which their thinking is informed by personal experience, professional analysis and academic study
Critically reflected on their personal and professional effectiveness in skills related to the strategic direction and development of schools

Communication and Key Skills

Demonstrate effective use of language (word choice, coherence, persuasiveness, appropriateness and register)
Adopted a manner and style of writing appropriate to a reflective commentary on their own professional knowledge, understanding and expertise
Observed the mechanics of language: spelling, punctuation, sentence construction
Used references effectively and applied the Harvard system correctly

Module 1: Thinking about Strategy in Schools

Overall level of achievement: / % / Referral/Pass/Good Pass/Excellent Pass(delete as appropriate)
Module Assessment Criteria / Feedback on level of achievement
Knowledge and understanding of key concepts and techniques / Referral (0-49) / Pass (50 – 59) / Good Pass (60 – 69) / Excellent Pass (70+)
Application of learning to professional practice / Referral (0-49) / Pass (50 – 59) / Good Pass (60 – 69) / Excellent Pass (70+)
Analysis, reflection and personal learning / Referral (0-49) / Pass (50 – 59) / Good Pass (60 – 69) / Excellent Pass (70+)
Communication and key skills / Referral (0-49) / Pass (50 – 59) / Good Pass (60 – 69) / Excellent Pass (70+)
Feedback
Key Strengths: / Insert feedback here (50-75 words)
Areas for development: / Insert feedback here (50-75 words)
Additional comments: / Insert feedback here (50-75 words)

Assessment Criteria for Module 2 - Analysing the Strategic Direction of the School

Knowledge and Understanding of key concepts and techniques

Demonstrated knowledge and understanding of key concepts of strategic analysis
Provided evidence of engagement with research studies, official documents and inspection reports on the strategic direction of schools
Demonstrated understanding of national policies, initiatives and guidelines for the strategic development of facilities or human resources
Demonstrated mastery of a range of tools and techniques related to strategic analysis

Application of learning to professional practice

Provided a clear introduction to the school setting, its local environment and background in terms of its overall strategic development
Summarised the findings from an evaluation of the school’s current position in relation to the external environment and its internal capacity with regard to its facilities or human resources
Reported on the application of the tools and techniques of strategic analysis used to evaluate the school’s current position
Identified clear priorities and strategic goals for the development of the school

Analysis, reflection and personal learning

Reflected on the effectiveness of the tools and techniques used to analyse the strategic needs of the school
Discussed key issues in securing stakeholder engagement in the strategic analysis of the school and consulting on its development needs
Adopted a systematic approach to the strategic decision-making process and exercised good judgement
Shown how the analyses and proposals have been informed by reading about concepts and techniques of strategic analysis

Communication and Key Skills

The participant has:

Organised the professional commentary and report to governors in a logical manner and set it out in an appropriate format
Adopted a manner and style of writing appropriate to both a professional commentary and a report and used an appropriate range of communication techniques (including tables, diagrams, etc)
Observed the mechanics of language: spelling, punctuation, sentence construction
Used references effectively and applied the Harvard system correctly

Module 2: Analysing the Strategic Direction of the School

Overall level of achievement: / % / Referral/Pass/Good Pass/Excellent Pass(delete as appropriate)
Module Assessment Criteria / Feedback on level of achievement
Knowledge and understanding of key concepts and techniques / Referral (0-49) / Pass (50 – 59) / Good Pass (60 – 69) / Excellent Pass (70+)
Application of learning to professional practice / Referral (0-49) / Pass (50 – 59) / Good Pass (60 – 69) / Excellent Pass (70+)
Analysis, reflection and personal learning / Referral (0-49) / Pass (50 – 59) / Good Pass (60 – 69) / Excellent Pass (70+)
Communication and key skills / Referral (0-49) / Pass (50 – 59) / Good Pass (60 – 69) / Excellent Pass (70+)
Feedback
Key Strengths: / Insert feedback here (50-75 words)
Areas for development: / Insert feedback here (50-75 words)
Additional comments: / Insert feedback here (50-75 words)

Assessment Criteria for Module 3– Planning strategic initiatives in school

Knowledge and Understanding of key concepts and techniques

Demonstrated knowledge and understanding of key concepts related to options appraisal, the management of risk, aligning financial planning with the school’s strategic planning and planning projects
Provided evidence of understanding of key processes related to the planning of strategic initiatives
Demonstrated mastery of a range of tools and techniques related to strategic planning, options appraisal, risk analysis and project planning
Demonstrated knowledge and understanding of how to produce an outline business case

Application of learning to professional practice

Produced an outline business case to address a priority for the strategic development of the school
Applied tools and techniques of strategic planning, options appraisal, risk assessment and cost-benefit analysis
Evaluated key aspects of the school's strategic and financial management
Identified current strengths, areas for development and priorities for action in relation to specific aspects of the school's strategic and financial management

Analysis, reflection and personal learning

Demonstrated the ability to analyse strategic issues and evaluate systems and processes
Adopted a systematic approach to the preparation of the business case
Exercised good judgement in the assessment of the school's current strategic and financial management
Provided evidence to substantiate key judgements and conclusions

Communication and Key Skills

Communicated effectively with a range of school stakeholder groups
Organised the outline business case and report to the SLTin a logical manner and set them out in an appropriate format
Adopted a manner and style of writing appropriate to setting out plans and writing reports
Observed the mechanics of language: spelling, punctuation, sentence construction

Module 3: Planning Strategic Initiatives in Schools