Conference book - Opportunities Exchange

Transcription

SHARED SERVICES:
THE NEXT FRONTIER FOR ECE QUALITY
AGENDA
June 1, 2015
Pre-Conference Session (Participants must pre-register)
2:00 – 5:30 PM
Shared Services 101
Grand Ballroom
This pre-conference session is designed to help attendees who are new
to Shared Services obtain a deeper understanding of the general
principles before the conference begins. We will discuss the Shared
Services Theory of Change, and profile a range of Alliances and
approaches.
Presenters
Diana Bender, Sound Child Care Solutions, WA
Katie Harbison, Chambliss Center for Children, TN
Cellissa Hoyt, Seacoast Early Learning Alliance, NH
September Jarrett, Mimi and Peter Haas Fund, CA
Diane Price, Early Connections Learning Centers, CO
Karen Murrell, Libbie Poppick, Louise Stoney, Opportunities Exchange
5:30 PM
Break/Dinner on your Own
*********
June 2, 2015
Main Conference
7:00 AM
Registration open
Foyer
7:30 – 9:00 AM
Breakfast
Foyer
9:00 – 9:15 AM
Welcome
Grand Ballroom
9:15 – 10:15 AM
Opening Plenary: Shared Services as the Next Frontier
Jessie Rasmussen, President, Buffett Early Childhood Fund
10:15 – 10:30 AM
Break/session change
10:30 – 12:00 PM
Teaching Workshops
Session A:
Columbus
Business Leadership – Using Metrics to Drive Quality
and Sustainability
Sustainable Shared Service approaches require careful attention to business
management and program administration. This workshop will explore key
principals that drive effective business leadership as well as a set of metrics
to measure results and help Alliances stay on track.
Page 1
Presenters
Mark Kehoe, Brightside Academy, PA
Tucker Levy, Nurtury, MA
Paul Miller, Kidango, CA
Leslie Spina, Philadelphia Early Learning Alliance, PA
Facilitator
Libbie Poppick, Opportunities Exchange
Session B:
Grand Ballroom
Pedagogical Leadership – Job-Embedded Professional
Development and Communities of Practice
A key goal of Shared Services is boosting resources (time and money) for
classroom quality. This workshop focuses on how we use those resources
to strengthen teaching. Cutting-edge professional development strategies,
rooted in professional communities engaged in reflective practice, will be
described and discussed.
Presenter
Valerie Mendez-Fariñas, Lastinger Center for Learning, FL
Raquel Munarriz Diaz, Lastinger Center for Learning, FL
Debra Pacchiano, The Ounce of Prevention Fund, IL
Facilitator
Louise Stoney, Opportunities Exchange
12:00 – 1:10 PM
Networking Lunch
1:10 – 1:20 PM
Move to Sessions
1:20 – 2:10 PM
“Short Takes” Round 1
Session A:
Understanding Business Plans
John Weiser, Opportunities Exchange
2:10 – 2:25 PM
Restaurant
Mason
Session B:
Shared Service Strategies for Family Child Care:
The Pittsburgh Experience
Becky Mercatoris, Pittsburgh AEYC
Jackson
Session C:
Shared Services on the Web: Making the Most of the
Knowledge Hub
Denise Sayer, CCA Global
Tyrone Scott, Delaware Valley AEYC, PA
Pine
Session D:
Shared Services Policy: Opportunities in State CDF Plans
Gerry Cobb, BUILD Initiative
Margie Wallen, The Ounce of Prevention Fund, IL
Columbus
Break/Session Change
Page 2
2:25 – 3:15 PM
Session A:
Scaling Financial Services Statewide: Early Learning
Ventures in Colorado
Jeff Russell, Jitasa
Molly Vaughan, Early Learning Ventures, CO
Pine
Session B:
Shared Services and Family Engagement
Maria Gonzalez-Moeller, The Community Group, MA
Danielle Martinez, Early Connections Learning Centers, CO
Facilitator
Karen Murrell, Opportunities Exchange
Jackson
Session C:
Shared Services and Educare
Mike Burke, Buffett Early Childhood Fund
Kathy Colfer, Educare Central Maine
Mason
Session D:
Can Staff from Different Programs Really Learn Together?
Communities of Practice in Action
Valerie Mendez-Fariñas, Raquel Munarriz Diaz
Lastinger Center for Learning, FL
Columbus
3:15 – 3:30 PM
Break/Session Change
3:30 – 4:20 PM
Session A:
Scaling Statewide and Beyond: The New England Approach
Cellissa Hoyt, Seacoast Early Learning Alliance, NH
Lou Gargiulo, Great North Advantage
Denis Sayer, CCA for Social Good
Lauren Wool, United Way of the Greater Seacoast
Columbus
Session B:
Shared Services and Schools: Lessons from the Field
Phil Acord, Chambliss Center for Children, TN
Susan O’Neill, The Community Group, MA
Facilitator
Jackson
Session C:
The Funder’s Role in Shared Services Startup
and Accountability
Jon-Paul Bianchi, W. K. Kellogg Foundation
Katie Dry, Santa Fe Community Foundation, NM
Cori Gadansky, Community Coordinated Child Care, KY
September Jarrett, Mimi and Peter Haas Fund, CA
Facilitator
Mason
Page 3
Session D:
Substitute Pools: A Shared Services Challenge
John Weiser, Opportunities Exchange
Pine
4:20 – 5:00 PM
Break
5:00 – 7:00 PM
Management Tools Showcase
Grand Ballroom
A hands-on demonstration of technology and web-based tools that can
support and strengthen management and administration. Alliance tools
include:
 Alliance CORE – Early Learning Ventures, CO
 National ECE Knowledge Hub – CCA Global
 State adaptations of ECE Knowledge Hub:
 California – Mimi and Peter Haas Fund
 Georgia – Quality Care for Children
 New Hampshire – Early Learning NH
 Pennsylvania – Delaware Valley AEYC
 ProCare – Beary Cherry Tree, LA
 ECEHire and ChildWare – Public Health Management Corporation (PHMC), PA
5:30 – 7:00 PM
Networking Reception
Concurrent with Management Tools Showcase
7:00 PM
Dinner on your own
Ballroom Foyer
*********
June 3, 2015
7:30 – 8:30 AM
Breakfast
Foyer
8:30 – 9:00 AM
Opening Remarks
Grand Ballroom
Shared Services in San Francisco: A Policymaker’s Perspective
Barbara Carlson, Director, San Francisco Office of Early Care & Education
9:00 – 10:30 AM
Teaching Workshops
Session A: Business Leadership in Action:
Columbus
Lessons From the Field
This workshop follows the business metrics discussion on Tuesday with
concrete examples of how Shared Service Alliances across the US are
implementing best practice in business management.
Presenters
Amy Council, The Community Group, MA
Mia Pritts, Early Learning Ventures, CO
Tara Sabin, Early Connections Learning Centers, CO
Facilitator
Page 4
Session B: Pedagogical Leadership in Action:
Grand Ballroom
Lessons from the Field
This workshop builds on pedagogical leadership theory presented on
Tuesday with examples from Alliances currently engaged in professional
development and staff supervision strategies using a Shared Services
framework.
Presenters
Danielle Martinez, Early Connections Learning Centers, CO
Laura McAlister, Sound Child Care Solutions, WA
Becky Mercatoris, Pittsburgh AEYC
Gigi Yu, Collaborative Teachers Institute, NM
Facilitator
10:30 – 10:45 AM
Break/session change
10:45 – 12:00 PM
Concurrent Sessions
Session A:
Mason
Shared Services and Early Head Start-Child Care Partnerships
Early Head Start-Child Care Partnership funding offers a new opportunity
to use a Shared Services framework for supports, services, finance and
planning. This conversation, with leaders of four EHS-CC grantees who
are challenging convention, will focus on opportunities, challenges and
next steps.
Presenters
Kathy Colfer, Educare Central Maine, ME
Maria Gonzalez-Moeller, The Community Group, MA
Elizabeth Groginsky, Office of State Superintendent of Education, DC
Judy Williams, Early Learning Ventures, CO
Facilitator
Margie Wallen, The Ounce of Prevention Fund
Session B:
Pine
Shared Services in Multi-Site Child Development Programs
The benefits of Shared Services aren’t limited to small center- or homebased providers that share an administrative Hub, but can also guide
administrative reform within multi-site child development programs. This
discussion with leaders of several multi-site programs will highlight lessons
learned and offer insights into new opportunities for the future.
Presenters
Wayne Ysaguirre, Nurtury, MA
Facilitator
Page 5
Session C:
Jackson
Shared Services and CCR&R’s
Child Care Resource and Referral Agencies (CCR&Rs) can play a helpful
role in promoting, expanding and supporting Shared Services. This
workshop will feature several CCR&R leaders who are currently engaged
in Shared Services.
Presenters
Carol Scott, Child Care Aware of Missouri
Ella Fabel-Ryder, Child Care Resources of SW Michigan
Janet Masterson, Community Coordinated Child Care, KY
Pam Tatum, Quality Care for Children, GA
Facilitator
Session D:
Columbus
Launching Shared Services: Multiple Pathways
Shared Services is a framework that can be applied, in a variety of ways,
based on the unique needs and resources of a community or state. This
workshop will explore a range of ways to start up and shape a Shared
Services Alliance, via conversations with alliances representing various
stages of development.
Presenters
Katie Dry, Santa Fe Community Foundation, NM
Cheryl Garcia, San Francisco Early Learning Alliance, CA
Facilitator
12:00 – 12:15 PM
Break/Hotel Check-Out
12:15 – 1:30 PM
Lunch and Plenary Discussion
Grand Ballroom
Shared Services as a Framework for Systems Change:
New Opportunities and Challenges
Carla Thompson, Vice President for Program Strategy, W. K. Kellogg Foundation
1:30 PM
Conference Concludes
Page 6
2015 National Shared Services Conference
Participant List
Phil Acord
President/CEO
Chambliss Center for Children
315 Gillespie Rd.,
Chattanooga, TN 37411
Phone: 423-468-1121
Email: [email protected]
Nannette Barnes
Assistant Director
Granite School District Preschool Services
8517 South Poison Oak Drive
West Jordan, UT 84081
Phone: 385-646-4628
Kristen Anderson
LINCC & San Mateo Co. LPC
1400 Roosevelt Ave.,
Redwood City, CA 94061
Phone: 6507807336
Todd Barnhouse
CEO
Ohio Child Care Resource & Referral Association
2760 Airport Drive, Suite 160
Columbus, OH 43219
Phone: 6143101364
Terry Anderson
Early Childhood Consultant
NMAEYC
20 Antelope Run,
Silver City, NM 88061
Phone: 5753881418
Marisol Atkins
VP Operations and Program Development
United Way of Santa Fe County
440 Cerrillos Road - Suite A,
Santa Fe, NM 87501
Phone: (505) 216-2984
Christianne Balsamo
Senior Program Officer
Public Health Management Corporation
1500 Market Street, Centre Square East
Philadelphia, PA 19147
Phone: 215-731-2407
Emounte Banks
Owner
Room 2 Bloom
2771 NW 152 Terr.
Miami Gardens, FL 33054
Phone: 3057533591
Ikeko Bass
Executive Director of Off Campus-Sites
chambliss Center for Children
315 Gillespie Road,
Phone: 423-903-2314
Diana Bender
Executive Director
Sound Child Care Solutions
5039 45th Ave S,
Seattle, WA 98118
Phone: 206-459-9140
Domenica Benitez
CCIP/Provider Services Manager
California Child Care Resource and Referral
Network
111 New Montgomery Street, 7th Floor,
San Francisco, CA 94105
Phone: 4154944655
Luba Bezborodnikova
Associate Superintendent for Early Learning
Puget Sound ESD
800 Oakesdale Ave SW
Renton, WA 98057
Phone: 425-917-7867
Participant List
Jon-Paul Bianchi
Program Officer
W.K. Kellogg Foundation
1 Michigan Ave
Battle Creek, MI 49017
Phone: 269-969-2085
Shanice Boyette
Bureau Chief
CA Department of Social Services
744 P Street, MS 9-14-48
Sacramento, CA 95814
Phone: 916-651-6040
Sandee Blechman
Executive Director
Children's Council of San Francisco
445 Church Street,
Phone: 415-276-2948
Charlotte Brady
Director
Cocalico Care Center
659 S 4th St,
Denver, PA 17517
Phone: 717-336-4007
Cathy Boettcher
Executive Director
Estrella Family Services
1155 Meridian Ave, suite 110
San Jose, CA 95125
Phone: 408 269-7827
Vanessa Briseno
LAUP
888 S. Figueroa St, Suite 800
Los Angeles, CA 90017
Phone: 213-416-1314
Maureen Boggs
Early Care & Education Division Director
Corporation for Ohio Appalachian Development
1 Pinchot Lane, PO Box 787
Athens, OH 45701
Phone: 740 594-8499
Leigh Bolick
Director
Division of Early Care and Education, SC DSS
PO Box 1520
Columbia, SC
Phone: 803-898-7134
Kristin Booth
CCDF Program Specialist
NH DHHS/DCYF/Child Development Bureau
129 Pleasant Street,
Concord, NH 3301
Phone: 603-271-7222
Kathleen Brown
California Children's Academy
2701 N. Main Street
Phone: 323-223-3313
Michael Burke
Vice President
Buffett Early Childhood Fund
3555 Farnam
Omaha, NE 68131
Phone: 402-541-4143
Wynne Busman
Executive Director
Infant Toddler Family Day Care
11166 Fairfax Boulevard, Suite 206
Fairfax, VA 22003
Phone: 703-352-3449
Participant List
Christine Bzdon
Executive Director
Child Care Resource & Referral
801 N Larkin Ave, Suite 202
Joliet, IL 60435
Phone: 8157411163
Melissa Clement
Chief
NH Child Care Licensing Unit
129 Pleasant St.
Concord, NH 3301
Phone: 603-226-7900
Karen Cadigan
Early Childhood Specialist
Bloomington, MN Public Schools
4714 Ottawa Court
St. Louis Park, MN 55416
Phone: 952-451-2081
Gerry Cobb
State Services Director
BUILD Initiative
2506 Blooming Street
Raleigh, NC 27612
Phone: 919-615-2684
Barbara Carlson
Director
San Francisco Office of Early Care and Education
1650 Mission St., Suite 312
Phone: 415-355-3663
Kathryn Colfer
Director of Child & Family Services
KVCAP and Educare Central Maine
97 Water Street
Waterville, ME 4901
Phone: 207-859-1618
Christiane Casserly
Executive Director
Rochester Child Care Center
95 Charles Street
Rochester, NH 3867
Phone: 603-332-9333
Christie Colunga
Faculty
Paradise Valley Community College
4020 West Park View Lane
Glendale, AZ 85310
Phone: 602-550-0660
Susanna Cheng
Low Income Investment Fund
100 Pine Street #1800
Phone: 415-489-6126
Eric Corrales
Child Care Resource Center
20001 Prairie Street
Chatsworth, CA 91311
Phone: 818-717-4508
Tamika Chism
Director of Finance
801 N Larkin Ave, Suite 202
Joliet, IL 60435
Phone: 815-741-1163
Amy Council
Chief Financial Officer
The Community Group
190 Hampshire Street
Lawrence, MA 1840
Phone: 978-682-6628
Participant List
Jackie Cowell
Executive Director
Early Learning NH
Two Delta Drive
Concord, NH 3301
Phone: 603-226-7900
Raquel Diaz
Professor in Residence
University of Florida
15992 SW 73RD St.
Miami, FL 33193
Phone: 305-386-2511
Paula d'Albenas
Program Administrator
Department of Social Services, Community Care
Licensing
744 P Street, MS 9-14-48
Sacramento, California 95814
Phone: 916-651-6040
Email: Paula.d'[email protected]
Lara DiDonato
ECE Training Coordinator
COAD Early Care & Education
PO Box 6215
New Philadelphia, OH 44663
Phone: 330-364-8882
Fonda Davidson
Executive Director
Cross Cultural Family Center
P. O. Box 15366
Phone: 415-921-7019
Kim DiGiacomo
Program Manager
100 Pine Street, Suite 1800
Phone: 415-489-6124
Nezzie DeFrank
Director
Programs for Parents
500 Bloomfield Ave, 3rd Fl
Montclair, NJ 7042
Phone: 973-744-4050
Graham Dobson
ECE Policy Analyst
San Francisco Office of Early Care and Education
1650 Mission St, Suite 312
Phone: 415-355-3666
Patricia DelBene
CFO
Go Kids, Inc.
885 Moro Drive,
Gilroy, CA 95020
Phone: 4088439010
Jenny Dodge
Executive Director
5350 Oberlin Ave.
Lorain, OH 44053
Phone: 440-960-7187
Katelyn Dennis
Executive Director
Nurture & Nature Children's Center
PO Box 8,
Newfields, NH 3856
Phone: (603) 226-7900
Larry Drury
Executive Director
Go Kids, Inc
885 Moro Drive
Gilroy, CA 95020
Phone: 408-843-9004
Participant List
Katie Dry
Director
Santa Fe Baby Fund
1451 Diolinda Road
Santa Fe, NM 87505
Phone: 505-988-9715
Janis Dubno
Voices for Utah Children
747 East South Temple, Suite 100
Salt Lake City, UT 84105
Phone: 801-364-1182
Linda Dunphy
Principal
Evolve Potential, LLD
4733 S. Sixth Street
Arlington, MD 22204
Phone: 703-975-3816
Sharon Easterling
DVAEYC
1608 Walnut Street, Suite 300
Phone: 215-893-0130
Ella Fabel-Ryder
Program Director
Child Care Resources
268 E. Kilgore Rd., Suite D
Portage, MI 49002
Phone: 269-349-3296, x.227
Norma Finkelstein
Executive Director CCIS NE
Federation Early Learning Services
1926 Grant Avenue
Phone: 215-333-1560, ext 11
Gilbert Flores
Director of Finance
Redlands Christian Migrant Association
402 W. Main Street
Immokalee, FL 34142
Phone: 239-658-3560
Lynette Fraga
Child CareAware of America
1515 N. Courthouse Rd., 11th Fl
Arlington, VA 22201
Phone: 703-341-4198
Cori Gadansky
Community Coordinated Child Care (4-C)
1215 South 3rd Street
Louisville, KY 40203
Phone: 502-618-5672
Ivette Galarza
Director of Program Quality
402 W Main Street,
Immokalee, FL 34142
Phone: 1-800-282-6540
Cheryl Garcia
Director
San Francisco Early Learning Alliance
750 Eucalyptus Dr.
Phone: 415-806-2980
Isabel Garcia
Associate Executive Director
402 W. Main St.
Immokalee, FL 34142
Phone: 239-658-3560
Participant List
Lou Gargiulo
CEO
Great North Advantage
3 Holland Way, Suite 201
Exeter, NH 3833
Phone: 603-436-4100
George Goddard
Assistant Director
COAD ECE Division
1500 B Greene Street
Marietta, OH 45750
Phone: 740-373-6996
Lucy Gomez
Director Early Learning
Logan Sq Neighborhood Association
2840 N. Milwaukee
Chicago, IL 60647
Phone: 773-384-4370
Maria Gloria Gonzalez
Human Resources Manager
RCMA
402 West Main Street
Immokalee, FL 34142
Phone: 239-658-3560
Maria Gonzalez-Moeller
The Community Group
Lawrence, MA 1840
Phone: 978-682-6628
Mary Graham
Executive Director
Children's Village
125 North 8th Street
Phone: 215-931-0197
Natalia Green
2701 N. Main Street
Phone: 323-223-3313
Brittany Greenwood
Executive Director
Lit'l Scholars Learning Centers
4732 South 1950 West
Taylorsville, UT 84129
Phone: 801-955-8988
Elizabeth Groginsky
Assistant Superintendent of Early Learning
Office of the State Superintendent of Education
810 1st Street, NE, 9th Floor
Washington, DC 20002
Phone: 202-727-2814
Cheryl Habgood
Program Manager, Professional Learning
Puget Sound ESD
800 Oakesdale Ave SW
Renton, WA 98057
Phone: 425-917-7954
Melissa Hankin
Arsenal Family & Children's Center
1200 Woodcock Court
Bethal Park, PA 15102
Phone: 412-841-3768
Katie Harbison
VP, Development & Administration
315 Gillespie Rd.
Phone: 423-468-1122
Participant List
Gladys Harris
FranDelJA Enrichment Center
950 Gilman Avenue
Phone: 415-822-1699
Erin Hathaway
Manager
CCA Global Partners
670 North Commercial Street, Suite 300
Manchester, NH 03101
Phone: 603-626-2109
Kaori Hattori de Panepinto
Consultant
45 Harvey Street
Cambridge, MA 02140
Phone: 617-784-4382
Amy Helton-Hoit
Co-Executive Director
Nuture & Nature Children's Center
PO Box 8
Newfields, NH 3856
Phone: 603-226-7900
Amy Henry
Regional Director
YMCA
4223 S. Atherton Drive
Phone: 801-839-3411
Jennifer Henry
Early Childhood Innovative Connections
200 W Orange St.
Lititz, PA 17543
Phone: 717-588-4800
Cynthia Hereford
Owner/Director
Miami Children's Initiative
8220 NW 13 Court
Miami, FL 33147
Phone: 305-502-3015
Susan Hooks-Brown
Project Manager
Southwest Counseling Solutions
7060 McGraw
Detroit, MI 48210
Phone: 313-515-8594
Bethany Hosking
Owner
Learning Tree Schools
3655 W. 2340 S.,
West Valley City, UT 84120
Phone: 801-809-7886
Sheila Hoyle
Executive Director
Southwestern Child Development Commission
PO Box 250,
Webster, NC 28788
Phone: 828-586-5561
Cellissa Hoyt
Project Director
Seacoast Early Learning Alliance
56 Pinkham Road
Lee, NH 3861
Phone: 603-397-9576
Miranda James
Quality Counts Project Coordinator
ELC
13715 NW 3rd Ct.,
North Miami, FL 33168
Phone: 786-202-8963
Participant List
September Jarrett
Program Director
Mimi and Peter Haas Fund
201 Filbert St, 5th Floor
Phone: 415-296-9249
Zelma Khadar
Acre Family Child Care
55 Middle St.
Lowell, MA 1852
Phone: 978-937-5899
Laura Johns
Propulsion Squared
715 Vernon Ave SE
Atlanta, Ga 30316
Phone: 678-596-7680
Laurel Kloomok
Executive Director
First 5 SF
1390 Market Street
Phone: 415- 554 9250
Ty Johnson
Recruitment Specialist
Early Learning Ventures
18 Inverness Place East
Englewood, CO 80112
Phone: 303-789-2664 ext.272
Kristen Krauss
Around the Korner Center for School-age
Enrichment
13939 Nordhoff Street
Arleta, CA 91331
Phone: 213-922-4453
Andrea Joseph
2701 N. Main Street
Phone: 323-223-3313
Sally Large
Director
Friends of St. Francis
50 Belcher
Phone: 415-652-4178
Mark Kehoe
CEO
Brightside Academy
707 Grant Street, 15th Floor
Pittsburgh, PA 15219
Phone: 412-697-1556
Julie Kelm
Corporate Outreach
801 N Larkin Ave.
Joliet, IL 60435
Phone: 815-529-2020
Marilyn Lesser
Curriculum Specialist
Miami Children's Initiative
2525 NW 62nd Street, 4th floor
Miami, FL 33147
Phone: 305-636-2227
Olivia Leung
Wah Mei School
1400 Judah St.
Phone: 415-665-4212
Participant List
Tucker Levy
Chief Operating Officer
Nurtury
95 Berkeley Street, Suite 306
Boston, MA 2116
Phone: 617-875-8917
Monique Marks
President & CEO
Franklin Wright Settlements
3360 Charlevoix St.
Detroit, MI 48207
Phone: 313-579-1000
Tracy List
Program Director
FranDelJA Enrichment Center
950 Gilman Avenue
Phone: 415-822-1699
Danielle Martinez
Director
Early Connections Learning Centers
104 East Rio Grande
Colorado Springs, CO 80903
Phone: 719-632-1754
Katia Lopez
Owner
Smart Kids
2271 West 6200 South
Phone: 801-966-8664
Janet Masterson
Executive Director
Community Coordinated Child Care, 4-C
1215 S. Third St.
Louisville, KY 40203
Phone: 502-636-1358
Mona Malan
Director of Child Care Business Supports
Children's Council of San Francisco
445 Church St.
Phone: 415-276-02908
Laura McAlister
Education Director
115 27th Ave. E
Seattle, WA 98112
Phone: 206-778-7835
Maddy Malis
CEO
Federation Early Learning Services
10700 Jamison Avenue W
Phone: 215-676-7550 ext 106
Amanda McMillen
Deputy Director
Casa Central
1343 N. California Ave.
Chicago, IL 60622
Phone: 773-645-2368
Patrick Marino
Owner
Lit'l Scholars Learning Centers
4732 South 1950 West
Phone: 801-955-8988
Valerie Mendez-Fariñas
Professional Development Specialist
University of Florida- Lastinger Center for
Learning
16560 Royal Poinciana Drive
Weston, FL 33326
Phone: 305-490-7825
Participant List
Becky Mercatoris
Early Learning Network Director
Pittsburgh AEYC
5604 Solway Street
Pittsburgh, PA 15217
Phone: 412-871-3592
Kenia Najera
Quality Improvement Specialist
Florida International University
11200 SW 8th Street, ZEB 314
Miami, FL 33199
Phone: 786-346-1703
Lynn Merz
Executive Director
Mimi and Peter Haas Fund
201 Filbert St., Suite 500
Phone: 415-296-9249
Elyssa Nelson
Child Educational Center
140 Foothill Blvd.
La Canada, CA 91011
Phone: 818-354-3418
Paul Miller
Executive Director
KIDANGO
44000 Old Warm Springs Blvd.
Fremont, CA 94538
Phone: 510-897-6986
Avril Mills
Professional Development Coordinator
NYSAEYC
230 Washington Ave Ext
Albany, NY 12203
Phone: 518-867-3517
Eileen Monahan
ECE Manager
First 5 Santa Barbara County
1306 Santa Barbara Street
Santa Barbara, CA 93101
Phone: 805-560-1038
Karen Murrell
Consultant
Opportunities Exchange
11436 Encore Drive
Silver Spring, MD 20901
Phone: 301-754-3607
Laura Newman
Director ,GA Alliance for Quality Child Care
Quality Care for Children
2751 Buford Hwy.
Atlanta, GA 30324
Phone: 404-479-4182
Cyndee Nieves
Senior Program Manager
Mission Neighborhood Centers, Inc
362 Capp Street
Mission Neighborhood Centers, Inc.
Phone: 415-206-7752
Mari Nieves
Little Einstein's Daycare, Inc
3640-3644 W. Wrightwood Ave.
Chicago, IL 60647
Phone: 773-227-7809
Kelly O'Connell
Options for Learning
13100 Brooks Drive, Suite 100
Baldwin Park, CA 91706
Phone: 626-856-5900
Participant List
Misty O'Keefe
COO
Child Care Aware of Missouri
3233 Brightwood Drive
St Charles, MO 63303
Phone: 314-952-9716
Laleah Parker
Shared Services Director
Maine Shared Services Alliance
97 Water Street
Waterville, ME 04901
Phone: 207-859-1595
Susan O'Neill
Director of Development
The Community Group
Lawrence, MA 01840
Phone: 978-682-6628
Kris Perry
Executive Director
First Five Years Fund
1010 Vermont Avenue, NW, Suite 2400
Phone: 202-730-0252
Olapeju Olusanya
20001 Prairie Street,
Chatsworth, CA 91311
Phone: 818-717-4505
Erica Phillips
All Our Kin
PO Box 8477
New Haven, CT 06530
Phone: 347-844-0588
Beatriz Otero
President
Otero Strategy Group
1769 Lanier Place NW
Phone: 202-439-7424
Shawntravia Pointville
Owner Director
Excel Kids Academy
5500 NW 27th Avenue
Miami, FL 33142
Debra Pacchiano
Director, Research to Practice
Ounce of Prevention Fund
33 W. Monroe Street, #2400
Chicago, IL 60603
Phone: 312-453-1950
Hannah Page
Analyst
DC State Education Agency
810 First St NE
Phone: 202-727-8114
Paula Polito
Owner/Director
Beary Cherry Tree Child Development Center
PO Box 7057
Metairie, LA 70010
Phone: 504-455-1950
Lisa Polk
Early Childhood Consultant
1788 McLendon Ave
Atlanta, GA 30307
Phone: 770-826-2016
Participant List
Libbie Poppick
Partner
87 Devoe Rd.
Chappaqua, NY 10514
Phone: 914-714-8790
Matthew Rector
PFA Program Administrator
First 5 San Francisco
1390 Market Street, #318
Phone: 415-934-4808
Diane Price
CEO
104 E. Rio Grande
Phone: 719-381-4810
Grace Reef
President
Early Learning Policy Group, LLC
6005 Natick Court
Burke, VA 22015
Phone: 703-408-7159
Mia Pritts
Implementation Manager
18 Inverness Pl E
Englewood, CO 80112
Phone: 303-819-8509
Kathy Reticker
Executive Director
Acre Family Child Care
55 Middle Street, Suite 500
Lowell, MA 01852
Phone: 978-446-0290
Yohana Quiroz
CYF Division Director
Felton| Family Service Agency of SF
2730 Bryant Street
Phone: 415-713-7872
John Rich
Vice President, Affiliate Relations
NJAEYC
27 Jay St.
Newark, NJ 7102
Phone: 973-482-3593
Baji Rankin
Executive Director
New Mexico AEYC
2201 Buena Vista SE, Suite 424
Albuquerque, NM 87106
Phone: 505-243-5437
Cyndee Riding
Around the Korner Center for School-age
Enrichment
13939 Nordhoff Street
Arleta, CA 91331
Phone: 818-780-1922
Jessie Rasmussen
President
3555 Farnam St.
Omaha, NE 68131
Phone: 402-541-4030
Marguerite Ries
Administrator, Early Education and Support
Division
California Department of Education
1430 N Street
Sacramento, CA 95814
Phone: 916-445-7349
Participant List
Joyce L Robinson
Program Officer
600 Wilshire Blvd, #890
Phone: 213-627-2528
Tara Sabin
VP of Finance
104 E Rio Grande
Phone: 719-381-4808
Arlene Rose
Assistant Director
Arkansas Department of Human Services
700 Main Street
Little Rock, AR 72203
Phone: 501-320-8947
Jessie Salazar
PATHWAYS LA
3325 Wilshire Blvd, 11th Floor
Phone: 213-427-2700
Christine Rosenquist
Director
Child Care Aware of Pierce County
1501 Pacific Ave, Suite 305
Tacoma, WA 98402
Phone: 253-591-5386
Jeff Russell
CEO
Jitasa
1750 W Front St
Boise, ID 83702
Phone: 208-287-4777
Michele Rutherford
Deputy Director
Office of Early Care & Education
PO BOX 7988
Phone: 415-355-3665
Terry Rutherford
Miami Children's Initiative, Inc.
2525 NW 62nd Street, 4th Floor
Miami, FL 33147
Phone: 305-636-2387
Theresa Sanchez
Education Program Manager
362 Capp Street
Phone: 415-206-7752
Crystal Sarino
LAUP
888 S. Figueroa St., Suite 800
Phone: 213-416-1393
Denise Sayer
Vice President
CCA Global Partners
670 North Commercial Street, Suite 300
Manchester, NH 03101
Phone: 603-626-2121
Mary Ellen Schule
Director of Outreach and Support
Early Learning NH
Two Delta Drive
Concord, NH 03301
Phone: 603-226-7900
Participant List
L Carol Scott
Chief Executive Officer
Child Care Aware of Missouri
1000 Executive Parkway Drive, Suite 103
St. Louis, MO 63141
Phone: 314-754-1605
Tanya Smith
Quality Improvement Coaching Manager
First 5 Alameda County
1115 Atlantic Ave.
Alameda, CA 94501
Phone: 510-227-6936
Tyrone Scott
Delaware Valley AEYC
1608 Walnut St, Suite 300
Phone: 215-893-0130
Rose Snyder
Director of Member and Affiliate Relations
PennAEYC
415 Market Street, Suite 206
Harrisburg, PA 17101
Phone: 717-635-9026
Annabelle Serrano
Child Care Specialist
Infant toddler Family Day Care
11666 Fairfax Blvd, Suite 206
Fairfax, VA 22030
Phone: 703-352-3449
Claudia Siegman
CCI
216 W 102 St, 7D
New York, NY 10025
Phone: 415-377-5612
Georgette Sims Moten
Business Manager
First 5 Santa Barbara
1306 Santa Barbara Street
Santa Barbara, CA 93101
Phone: 805-884-8086
Janet Singerman
President
Child Care Resources Inc.
4600 Park Road, Suite 400
Charlotte, NC 28209
Phone: 704-376-6697
Leslie Spina
Executive Director
Philadelphia Early Learning Alliance
7922 Bustleton Avenue
Phone: 215-728-7700
Tammy Stevens
Smart Kids Redwood
4637 West 8400 SO.
West Jordan, UT 84088
Phone: 801-268-1142
Louise Stoney
Partner
304 Thais Road
Averill Park, NY 12018
Phone: 561-373-3321
Judy Summerfield
Board Member
6708 34th Place South
Seattle, WA 98118
Phone: 206-331-1819
Participant List
Carl Sussman
Principal
Sussman Associates
815 Washington St., Suite 1
Newton, MA 02460
Phone: 617-527-6788
Pam Tatum
President and CEO
Quality Care for Children
2751 Buford Highway NE, Suite 500
Atlanta, GA 30307
Phone: 404-479-4201
Dolores Terrazas
Children Services Division Director
362 Capp Street
Phone: 415-206-7752
Carla Thompson
Vice President for Program Strategy
W.K. Kellogg Foundation
One Michigan Avenue East
Battle Creek, MI 49017
Phone: 269-969-2343
Abby Thorman
President
Thorman Strategy Group
4243 Lennox Drive
Coconut Grove, FL 33133
Phone: 305-439-3250
Helia Tomas-Castellon
Los Angeles County Office of Child Care
222 S Hill Street
Phone: 424-265-7909
Cathy Turner
Admin Assistant
Excel Kids Academy
5500 NW 27th Avenue
Miami, FL 33142
Brenda Van Gorder
Director of Preschool Services
Granite School District
2500 South State Street
Salt Lake City, UT 84115
Phone: 385-646-4674
Molly Vaughan
Finance Operations Manager
18 Inverness Place East
Englewood, CO 80112
Phone: 303-789-2664
Margie Wallen
Director of Policy Partnerships
Ounce of Prevention Fund
33 W. Monroe, Suite 2400
Chicago, IL 60603
Phone: 312-453-1978
Monica Walters
CEO
Wu Yee Children's Services
827 Broadway St.
Phone: 415-230-7501
Elaine Ward
4C for Children
1924 Dana Avenue
Cincinnati, OH 45207
Phone: 513-758-1212
Participant List
Elizabeth Weingartner
Program Associate
3555 Farnam St.
Omaha, NE 68131
Phone: 402-541-4134
John Weiser
Partner
250 West Main Street
Branford, CT 06405
Phone: 203-508-1460
Ellen Wheatley
Administrator, Child Development Bureau
NH Division for Children, Youth and Families
129 Pleasant Street
Concord, NH 03301
Phone: 603-271-8153
Judy Williams
18 Inverness Pl E
Englewood, CO 80112
Phone: 303-789-2664 x225
Lee Williams
Director
Eastern Washington Child Care Aware
25 West Main, Suite 310
Spokane, WA 99201
Phone: 509-863-5267
Othondra Williams
Quality Improvement Specialist
Family Central, Inc.
10800 Biscayne Blvd, Suite 440
North Miami, FL 33161
Phone: 305-749-8621
Candace Wong
Director of California Child Development
Programs
100 Pine Street, Suite 1800
Phone: 415-489-6121
Lauren Wool
Senior Director of Community Impact
United Way of the Greater Seacoast
112 Corporate Drive, Unit 3
Portsmouth, NH 3801
Phone: 603-426-5554
Theodore Wright
Director of Operations
Miami Children's Initiative, Inc.
2525 NW 62nd St, 4th Floor
Miami, FL 33142
Phone: 305-514-6123
Wayne Ysaguirre
President & CEO
Nurtury
95 Berkeley Street, Suite 306
Boston, MA 02116
Phone: 617-839-6879
Gigi Yu
Pedagogical Director
Collaborative Teachers Institute
8615 Hawk Eye Rd NW
Albuquerque, NM 87120
Phone: 505-414-0599
Marbelia Zamarripa
Mentor/Coach
R.C.M.A.
27661 SW 152 Ct.
Homestead, FL 33032
Phone: 786-298-0475
5/13/2015
Shared Services 101:
A Powerful Framework for
Strengthening ECE
Pre-Conference Session
June 1, 2015
Louise Stoney
Karen Murrell
What is Shared Services in ECE?
• Usually thought of as just a way to save money.
Our approach takes a broader view.
• Shared Services is a framework for ECE leadership
that provides a pathway to sustainability, higher
quality and improved child outcomes.
•
ECE businesses working together
•
An approach that builds pedagogical and business capacity
•
Many options: framework varies based on local needs and
resources; one size does not fit all
2
1
5/13/2015
ECE Capacity: The Current Landscape
• Stand-alone centers or small multi-sites with high admin costs
(as % of direct services) and limited capacity to raise teacher
wages
• Little or no scale - multiple small settings that can’t serve
enough children to break even or boost quality
• Limited focus on management – little understanding of
economies or specialization; no clear benchmarks
• Inconsistent quality - few incentives for innovation and limited
focus on Continuous Quality Improvement (CQI). Even multi-site
centers often have varying levels among their sites.
• Financing defined by what parents or public funders can (will)
pay.
3
Shared Services: Knowledge & Leadership
Pedagogical
Leadership
High
Quality
ECE
Business
Leadership
4
2
5/13/2015
Knowledge and Leadership
• Are assets that require investment of time and
money
• Are transferrable assets – not linked to a specific
location or site
• Can be a shared asset, to benefit multiple
organizations
In short, if multiple ECE programs combine
resources to build knowledge and share leadership,
the collective capacity can be very significant.
5
Shared Services: The Approach
• Economies of scale
•
•
Joint procurement and shared staff can reduce costs
Automation/technology reduces time on task and errors
• Economies of specialization
•
•
•
Centralized, dedicated staff to focus on administration
allows for greater expertise, efficiency, fewer errors
Sharing & automating administrative tasks allows
program leaders to focus on pedagogical leadership to
improve teaching & learning
A Shared Services framework enables professionals to
focus on what they like to do and do best
6
3
5/13/2015
Economies of Specialization:
Stronger Finance and Business Management
Full
Enrollment
The Iron Triangle of ECE Finance
• Ensure full enrollment, every day
in every classroom
• Collect tuition and fees, in full
and on time
Full Fee
Collection
Revenues Cover
Per-Child Cost
• Revenue covers per-child cost
(tuition, fees, and 3rd-party
funding)
7
Economies of Specialization:
Stronger Pedagogical Leadership
• Site Directors can serve as instructional leaders
• Shared, embedded quality improvement staff can
help deepen teaching and learning
• Teachers can meet regularly, in professional
learning communities, to reflect on their work
• Classroom teachers can make home visits (with
Site Director support)
• Children receive the individualized, reflective
teaching they need to succeed
8
4
5/13/2015
Questions?
9
Shared Services in Action
10
5
5/13/2015
A Range of Approaches and Entry Points
Sharing Information
Networking
Sharing Staff
11
Benefits: Web-Based ECE “Knowledge Hub”
• Price discounts
• Time savings (e.g. Orientation Toolkit, marketing
database, easy access to funding stream forms)
• “One-stop shopping” for tools and resources
• Templates for common tasks: forms, handbooks,
flyers, reports, etc.
• State and city-specific rules, guidelines, policies, etc
• Learn/benefit from other states’ experiences
12
6
5/13/2015
13
Sharing Information
Networking
Sharing Staff
14
7
5/13/2015
Benefits: A Few Shared Resources
Information-sharing via web-based “Knowledge
Hub”, plus (e.g.):
• Shared maintenance:
•
•
•
Cost savings
Higher quality, increased reliability and availability
Less staff time required to procure, oversee,
supplement
• Shared training and PD:
•
•
•
Cost savings
Higher quality due to focused “vetting”
More efficient scheduling
15
Task-Specific Collaboration
Center1
Center 4
Shared PD,
Maintenance
(via MOUs or
contracts)
Center 2
Center 3
16
8
5/13/2015
Examples
California:
• San Francisco Early Learning Alliance (first steps)
•
Shared floater and maintenance person
Pennsylvania:
• Philadelphia Early Learning Alliance
•
•
Focus is initially on shared professional development
and mentor teacher, substitute pool, and
maintenance
Currently exploring contract with larger entity for a
range of fiscal and administrative tasks
17
Sharing Information
Networking
Sharing Staff
18
9
5/13/2015
Benefits: Intensive Staff-Sharing Alliances
All the benefits of Information-Sharing and Networking, plus:
Greater functional expertise, e.g. fiscal management, HR
Less duplication of effort, e.g. reporting and entering data
Stronger sustainability (often better wages/benefits for staff)
Greater job satisfaction – increased career opportunities,
focus on what one does best
• Teachers and directors focused more on pedagogy
• Better outcomes for kids
•
•
•
•
19
Contract with Third Party
Center 2
Center 1
Center 3
Third Party
Center 4
e.g. Back
Office
Operations
20
10
5/13/2015
Example: New Hampshire Alliance (SELA)
• One PT staff to oversee + support from fiscal agent
• Contract with Great North Advantage (property
management company) for: insurance, risk mitigation,
HR, marketing, regional purchasing (heating fuel,
sand/
mulch, auditor, waste removal, cleaning service),
facilities project bidding & project oversight
• Contract with CCA Global for ECESharedResources
web-based services
•
(Alliance members also collaborate on grant writing, training, and
communities of practice)
• Original group was 10 centers; currently 35 member
centers and growing…
21
SELA Member Success Stories
Actual Cost & Time Savings & Quality Improvements
• $5,200 annual savings on commercial insurance
• Three members are saving 17-24% on their food costs – one
reinvested their annual $26,000 into serving more whole
grains and fresh fruits & vegetables
• A teacher is saving $630 per year on her own
home and auto insurance
• A member saved $2,000 just last month on
a Discount School Supply order
• $2,400 annual savings on credit card fees
• Deep discounts for heating fuel for programs
and for their teachers
• $1,000 saved per year with cleaning company
• 12% annual savings on trash removal
22
11
5/13/2015
Additional Results:
New Hampshire Alliance
• Significant administrator time savings
• More robust professional development
• Stronger relationships with funders and state
• Collaboration and coordination of intellectual assets
across programs
23
“Hub” Center Provides Services
Center
2
Center 5
“Hub”
Center
Center 3
Center
4
24
12
5/13/2015
Example: Chambliss Center (Tennessee)
Large child care center (300 children) also provides to management 5 off-site
centers and 9 off-site classrooms
• Small sites have shared directors, who work as a team
• Central services include: Financial (payroll, benefits, billing),
HR and staff recruitment, food program administration, fund
development, professional development, child assessment,
maintenance, volunteers.
• Staff in smaller sites now have better wages, health and
retirement benefits, career ladder
• Smaller sites have access to capital & grants, more sustainable
25
Example: Early Connections
Learning Centers (Colorado)
Multi-site non-profit child development program
with 7 sites (4 preschool, 2 SACC, 1 courthouse) +
network of family child care homes used Shared
Services framework to reorganize and grow,
including:
•
•
•
•
All administrative/business functions centralized (billing, reporting,
enrollment, development, HR)
Pedagogical leadership at central office: core values and systems, curriculum,
coaching, communities of practice
Directors able to focus on staff (classroom observations & reflective
supervision) as well as children and families
Teachers able to focus on children and families (time to plan, reflect, conduct
home visits)
26
13
5/13/2015
Results: Chambliss Alliance
• Children served score well on screening/assessment
• At-risk children & families linked to comprehensive
health, mental health and social services
• Staff in smaller sites now have better wages, health
and retirement benefits, career ladder
• Stronger enrollment & fee collection; all sites more
sustainable, better access to capital and grants.
27
Consortium with Central Office
Center
1
Center 4
Central
Office
Center 2
Center
3
28
14
5/13/2015
Example: Sound Child Care Solutions
Seattle consortium (501c3) of 6 center licenses with centralized administration
(28 classrooms in diverse neighborhoods)
Central functions (shared):
• Financial – payroll, benefits, billing
• Bulk purchasing goods and services
• Professional development system
• Accreditation support
• Mentoring
• Staff recruitment and substitute pool
Directors’ time freed up to focus on teacher supervision, family
relationships, quality early learning
Critical element: intense focus on shared core values
Check out video: http://opportunities-exchange.org/wp-content/themes/vulcan/multimedia/
29
Results: Sound Child Care Solutions
Time - Reduction in staff time on administration, operations, HR
Revenues – Stronger revenues due to better management,
reinvested in teaching and learning
Core values – Directors’ time freed up to focus on pedagogical
leadership, family relationships, racial equity
Teachers – Low turnover, reflecting stronger professional
development and teacher mentoring, higher staff salaries and
benefits, internal career ladder
Child outcomes – top ERS scores in Seattle
30
15
5/13/2015
Example:
Nebraska Early Childhood Collaborative
Consortium (LLC) of 4 sites; 2 Educare centers, 2 new InfantToddler centers
Central shared functions:
•
•
•
•
•
•
•
Enrollment, fee collection, billing
Fiscal management, oversight, leadership
HR and insurance
Purchasing
Professional development, mentoring
TA and quality monitoring
Workforce development
Critical element: intense focus on Educare values
31
Network Approach
Center 1 – Back office
Center 4 –
Food/CACFP
Center 2 Mentoring
Center 3 – Sub Pool
32
16
5/13/2015
Example:
San Francisco Early Learning Alliance
• Fiscal and data management staff employed
by shared back office
• HR staff housed in one participating center,
with shared access for all participating centers
• Shared floater among two sites
• Shared maintenance among two sites
33
What is (and is not) Shared Services?
Shared Services is NOT…
•
•
•
•
Simply a way to save money
Just a provider network
A franchise or a project or a template
The same in every community
Shared Services IS..
•
•
•
A change in roles/responsibilities
A capacity-building strategy
A way to reallocate resources from administration to
classrooms and focus more deeply on child outcomes
34
17
5/13/2015
Shared Services Resources
• Opportunities Exchange: www.opportunitiesexchange.org
•
•
•
•
•
Profiles of current alliances
Tools, such as examples of management agreements
Articles and presentations
Videos and multi-media
Searchable database
• ECE Shared Resources national web portal:
www.ecesharedresources.com
35
Reflections and Discussion
Turn to your neighbor and share your reactions to this
presentation:
• What intrigues you?
• How might a Shared Services framework be
helpful for your Center?
• What puzzles you?
• What seems most difficult – or scary – about this approach?
• What do you want to know more about?
• What information is needed to move forward – individually and
collectively?
36
18
5/13/2015
Philadelphia Early Learning
Alliance
Better Together
Business Plan Outline
Contents
∗
∗
∗
∗
∗
Overview
PELA Members
PELA Services
Operations
Finances
2
7/16/13
1
5/13/2015
Overview
∗ Philadelphia Early Learning Alliance (PELA) is a
collaborative of five founding child care centers in
Philadelphia
∗ We have come together to help one another to
improve quality and to reduce costs through Shared
Services
∗ Our goal is to offer the highest quality care to our
families at a sustainable cost
3
7/16/13
PELA Members
∗ Five founding centers:
∗
∗
∗
∗
∗
Kinder Academy
Chinatown Learning Center
Tuny Haven
Woodland Academy
St. Mary’s Nursery School
∗ Jointly, we have 44 classrooms, 106 teachers and
assistants, and 144.5 total staff
∗ We plan to add one-two centers per year
4
7/16/13
2
5/13/2015
PELA Members
∗ We are committed to quality education
∗ All of our centers are rated 3 or 4 Stars
∗ We are proud to serve a diverse range of families and
children
∗ Families include White, Black, Hispanic, Asian, and other
ethnicities
∗ Almost all of our children qualify for free/reduced lunch
and/or participate in Child Care Works
5
7/16/13
PELA Services
∗ Initial set of services voted as highest priority by members:
∗ Customized professional development, coupled with inclassroom mentoring
∗ Key to improving quality
∗ Substitute pool
∗ Helps free up Directors from hassle of finding subs
∗ Provides coverage for teachers in training
∗ Maintenance
∗ Grant-writing
6
7/16/13
3
5/13/2015
Customized Professional
Development
∗ Customized training for all members of the Alliance
∗ 48 hours of training annually
∗ Separate training tracks specific to our needs
∗ Directors group will collaborate to select training
∗ No more “training without a cause”
7
7/16/13
On Site Classroom/Mentor Support
∗ Teaching staff will receive onsite, individual follow-up
to accompany ongoing training
∗ Follow-up includes access to other teaching
professionals
∗ Resources, materials, modeling and mentoring
∗ Environmental evaluation
∗ Outcomes report to director following each session
to enable continued support
8
7/16/13
4
5/13/2015
Raising Quality
∗ Change is not something you do to people. It is something
you do with people. -Paula Jorde Bloom
∗ Our experience has shown, both anecdotally and in higher
ERS scores, that the number 1 way to increase quality is to
support the front line staff – the teachers
∗ How do we do this?
∗ Use data to create customized, jointly developed work plans
and supports for teachers
9
7/16/13
Raising Quality
-how do we do this?
∗ Use data from self assessments and state-conducted assessments to make both
immediate and long range program improvements.
∗ Involve teachers directly involved in the process. Create action plans by and with input
from teachers, directors and program coordinators (a team approach).
∗ Allow the career stage of the teacher to determine the level of support; support is
individualized, the intensity level is varied based on career stage.
∗ Use the ERS cycle to create an awareness of the quality indicators that brings about
lasting change, not just quick fixes to boost scores for the next evaluation.
∗ The outcome: high quality care and experiences becomes the expectation and the norm,
not the exception to the rule. This becomes the new culture of care.
10
7/16/13
5
5/13/2015
The Results: Improvement in ERS Scores Over Time
The Scores Show the Change
Year 5
6.24
Year 4
5.95
Year 3
6.06
Year 2
5.13
Year 1
5.04
0
1
2
3
4
5
6
7
ERS Scores at Rhawnhurst Center
11
7/16/13
Raising Quality
-what are staff saying?
∗ “With the help and guidance I have received, I feel that I have a
much better understanding of what is expected of me. The ERS is a
tool now, not a punishment”
∗ “I have a resource of direct support. I have learned more this way
than I ever did looking on the internet!”
∗ “We put theory into practice, it makes everything easier and better
for the kids. They have so many more opportunities for hands on
experiences now. I didn’t know what they were missing before.”
12
7/16/13
6
5/13/2015
An Alliance Makes It Financially
Possible
Solo Center
Alliance Center
48 hrs of training
$9,600
$1,307
Classroom
support
(13hr/mo)
$19,500
$6,120
$600
$0
$29,700
$7,427
Time to search
out the right
session
Total
This presumes a medium size center with 8 classrooms and 18 staff
13
7/16/13
Maintenance
∗ Permanent, regular staff that get to know each
centers operations and needs
∗ Average of 45 minutes per classroom per month
∗ PREVENTATIVE!
∗ Available on demand
∗ No more searching for someone that will take that
little job that is too big for Directors to handle
14
7/16/13
7
5/13/2015
Substitute Pool
∗ Included in the monthly fee…
∗ Advertising
∗ Interviewing & Hiring
∗ Screening
∗ Daily & Ongoing Administration
∗ 2 hours per month substitute coverage for staff to enable staff to
participate in professional development during work hours
∗ The goal is to keep a consistent and full pool of potential
employees reach, streamlining the staffing process for directors
15
7/16/13
Substitute Pool
∗
∗
∗
∗
∗
Staff that have all of the required paperwork
Available on a first come, first served basis
Potentially available for full time hire
Opportunity to “try staff out” before potential hire
Year round, consistent availability of qualified staff
∗ Reduces Director time spent searching for coverage
∗ Eliminates need for Directors to cover classrooms
themselves
16
7/16/13
8
5/13/2015
Grant Writing
∗ The goal is to increase the number of grants to which
Alliance members can apply thereby increasing the
likelihood of success and increased revenue
∗ Grant writer is ECE professional with strong track
record in developing successful grant applications
∗ The grant writer is paid based on delivering a product
∗ The Alliance will also search out appropriate grants
for collaborative grant application
17
7/16/13
Director Support
∗
∗
∗
∗
∗
Monthly meetings at no additional cost to the center
Planned trainings and series trainings
Input to changes and development of the Alliance
Ways to save time and be more efficient
Support, trust and advocacy
18
7/16/13
9
5/13/2015
Operations
∗ Customized training and in-classroom support
∗ Directors will choose training subjects together
∗ DVAEYC will provide training at discounted rate
∗ Existing Kinder Academy mentor teacher will provide in-classroom support at cost
∗ Sub pool
∗ Kinder Academy office staff will set up sub pool and take responsibility for placing
ads and screening responses
∗ Maintenance
∗ Alliance will enter into contract at discounted rate with experienced maintenance
personnel; Directors will each be responsible for overseeing work in their centers
∗ Grantwriting
∗ Former Director with strong grant-writing experience will work on contract basis
∗ Finance
∗ Kinder Academy will serve as fiscal agent and Alliance hub in the first year of
operations
∗ Long-term goal is to create 501c3 to house Alliance
19
7/16/13
Finances
∗ PELA will keep initial costs low by building on existing
systems and staff rather than creating new
∗ Members will be asked to pay 50% of operating cost in
year 1; 75% of operating cost in year 2; all of operating
cost in year 3
∗ Foundation funding will be sought for start-up costs
and balance of operating costs in year 1 and 2
20
7/16/13
10
5/13/2015
Estimated Revenues 2014-2016
21
7/16/13
Estimated Costs and Net Revenues 2014-2016
22
7/16/13
11
5/14/2015
SHARED SERVICES ON THE WEB
Making the Most of
the Knowledge Hub
Presented by
© 2015 CCA Global Partners, Inc. ® & Delaware Valley Association for the Education of Young Children
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Agenda
Introduction & Overview
Explore Platform Resources
SharedSourcePA Customizations
Best Loved & Under-Loved Resources
Lessons Learned
Q&A
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SHARED SERVICES ON THE WEB
LET’S EXPLORE
PLATFORM RESOURCES
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Employee Welcome
Letter Sample
Employee Welcome
Letter Template
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LET’S EXPLORE
SHAREDSOURCEPA.ORG
RAISE QUALITY
CUSTOMIZATIONS
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LET’S EXPLORE
BEST LOVED
UNDER-LOVED RESOURCES
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5/14/2015
Best Loved Resources
Family and Employee Handbooks
Cost Savings – primarily Discount School Supply
20% off
Family Handouts – especially ‘Biting’ handout
HR tools – especially Discipline & Termination
Guide
Raise Quality – Keystone STARS Toolkit
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Areas Underused but Still Valuable
Community section
● Sharing resources or experiences, asking questions,
creating groups with common purpose
Some cost savings programs
● Illogical, relationship-based instead of business
decisions
Food
Insurance
Payment Processing
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Survey says…
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LET’S EXPLORE
LESSONS LEARNED
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Who Benefits?
Many groups reap benefits
● Family child care providers
● Centers
Small to medium
Large
● DVAEYC technical assistants and coaching staff
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Many Positive Outcomes
Remote information sharing and coaching
● Join.me
Changed the productiveness of my day
Reduced time spent driving to/from
Reallocated public dollars to other valuable
uses
Supports everyday challenges for providers and
TA /coaching staff
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Capacity Building
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Platform Resources Support Training
Professional development training
sessions focus on key issue areas
● Disciple & Termination
● Employee and Family Handbooks
● Required Policy & Procedures
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In Summary…
Economies of scale
● Administrative efficiencies; creates consistency
and eliminates duplication of effort
● Group Purchasing can reduce costs
Economies of specialization
● Focus on task allows for greater expertise
● More time in day
● More resources to invest in quality care / services
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5/14/2015
OPEN DISCUSSION
QUESTIONS
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For More Information
Tyrone Scott
Program Manager Community Services
SharedSourcePA.org
Delaware Valley Association for the
Education of Young Children
Denise Sayer
Vice President & Managing Director
CCA For Social Good™
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The ECE Shared Resources Knowledge Hub:
A Resource for ECE Business Support, Consumer/Provider Education, and more
by Louise Stoney, March 2015
The Child Care and Development Block Grant Re-authorization legislation and preprint contain a host of new requirements for states, which include the following:
 develop and implement strategies to strengthen the business practices of
child care providers
 collect and disseminate consumer and provider education information on
expulsion policies
 require emergency preparedness plans for child care programs
 provide and disseminate information on developmental screenings.
The ECE Shared Resources Knowledge Hub (www.ecesharedresources.org) was
created to provide early care and education providers and technical assistance or
coaching staff with a virtual toolkit that helps support best business practices, uses
resources (time and money) more efficiently, and facilitates compliance with
administrative and operational requirements. The knowledge hub contains
approximately 1200 practical resources such as handbooks, policies, job
descriptions, marketing supports, budget tools and cost savings programs created
specifically to help ECE directors and staff put more time and money back into
providing quality care. Today 21 states are using customized versions of the ECE
Shared Resources platform to work more efficiently and professionally. Content on
the Knowledge Hub is developed in partnership with national ECE experts guided by
representatives from each state that uses the platform. In many participating states
resources on the site are organized by standards in their Quality Rating and
Improvement Systems. ECE program directors and owners, as well as training,
technical, and coaching staff are using the Knowledge Hub to help them work
smarter instead of harder.
Strengthening Business Practices
The Knowledge Hub includes a host of resources aimed at supporting and
strengthening business management. Specific tabs on the website take users to tools
and resources linked to
 Program Administration includes easily customized templates for: budgets
and cash flow projection tools, enrollment forms, risk management plan,
handbooks, checklists, procedures, org charts, business plans and more;
 Human Resources includes: job descriptions, performance appraisals,
interview guides, employee orientation toolkit, discipline and termination
policies, downloadable posters, and more;
 Marketing includes interactive resources to reach families of young children
in specific zip codes, links to direct mail and data, templates for brochures,
guidance on how to use Facebook and GoogleMaps as marketing tools;




Training resources include webinars on business management strategies
such as the Iron Triangle of ECE Finance and cost modeling, as well as
classroom practices such as hand washing and Executive Function;
A library that includes short Parent Handouts on issues such as: child
development, special needs, health/mental health questions and concerns;
Classroom supports for teachers, including information on child assessment
tools, developmental screening, literacy, obesity prevention, and more;
Group Purchasing for Cost Savings - pre-negotiated discounts on products
and services used by ECE businesses.
The ECE Knowledge Hub is ever-growing. New resources are frequently added and
others revised as needs change; links are kept-up-date; pages can be adapted to
meet state-specific requirements; data on usage patterns can be accessed and
analyzed.
Consumer and Provider Education Information
CCA for Social Good, in partnership with the National Steering Committee, is
currently reviewing resources on the Knowledge Hub and gathering best practice
documents from ECE experts across the US, to ensure that resources to meet the
following new federal requirements are included on the platform:

Consumer and Provider Education on Expulsion Policies – We intend to
include draft policies, which can be downloaded by providers, as well as any
other helpful resources or guidance, on the site.

Consumer and Provider Education on Developmental Screenings – We are
currently reviewing information that is currently on the site, and consulting
with national ECE experts, to determine what is needed to meet this
educational requirement.

Emergency Preparedness Plans – The ECE Knowledge Hub contains an
emergency plan template, as well as emergency preparedness checklists,
toolkit, poster consent forms, “Ready to Respond” protocol and reunification
guidance. All of these documents will be reviewed and, if necessary, revised
to ensure that they meet the new federal requirements.
190 Hampshire Street, Lawrence, MA 01840
978-682-6628 www.thecommunitygroupinc.org
Sheila Balboni, Executive Director
The Community Group (TCG) is a dynamic non-profit organization based in Lawrence, MA
(population 77,000) that develops and manages high-quality educational programs and services for
families and education professionals. Since opening its first program in 1970, a preschool for 20
children, TCG has grown consistently by adding new programs and innovative models of care that
respond to the educational needs and aspirations of families.
TCG programs centered in Lawrence, MA serve families who are largely low-income (96%) and Latino
(95%). More than 1,000 children ranging in age from two months to thirteen years receive education
and care in one of the 9 centers or 60 homes of licensed Providers affiliated with the TCG Family
Childcare System. All programs are state-licensed and preschool centers are also NAEYC-accredited.
Almost every child receives income-based tuition support. In 2014 the U.S. Department of Health &
Human Services awarded TCG an Early Head Start-Child Care Partnership Grant to expand access to
high-quality early education and comprehensive services for low-income infant and toddler families.
Community Day Charter Public Schools, a network of three high performing, nationally recognized
charter public schools managed by TCG, are in great demand and are growing to accommodate an
enrollment of 1,200 pre-K-grade 8 Lawrence students within the next four years.
The Lawrence, MA public school district contracts with TCG for turnaround services to improve
student learning at one of its lowest performing elementary schools. In addition to intensive
professional developed taking place in this turnaround school TCG’s Community Partners Initiative
delivers training, professional development, data analysis and consultation services to assist PreK-12
public school educators in Massachusetts and other states to increase student achievement. TCG’s
Child Care Circuit, the resource and referral program that serves 63 communities in the northeast
region of MA, including the City of Lawrence, is responsible for managing a monthly financial
assistance/voucher caseload of over 8,000 families in the region, and for maintaining the data that
families and child care professionals rely on to make informed child care choices and decisions
pertaining to their child care businesses. The Circuit also operates a robust training division that is a
leader in the development and delivery of training courses in Spanish that meet the critical need for
Spanish-speaking educators and workforce diversity.
All TCG programs deliver culturally sensitive, language diverse services that support parents as
children’s first and most important teachers. TCG programs apply performance-based management
practices and also benefit from significant cross program collaboration in the areas of early childhood
assessment, curriculum, professional development and family engagement.
A shared central office team provides cost effective management services that enable program
directors and school administrators to focus on quality and innovations in service delivery. These
management services include: HR (recruitment, hiring, payroll, and benefits), audit and control,
billing and fee collection, nutrition reimbursements, fundraising and development, marketing,
training and professional development, data management, information technology and facilities
management. TCG has expertise in managing diverse program revenues, including: state child care
and CCR&R services contracts and child care subsidies; parent fees for early education/school age
care (sliding scale); customer fees for training and consultation services; competitive grants from
state and federal agencies (Early Education and Care, Elementary and Secondary Education; USED);
charter school tuition (Commonwealth of MA); U.S. Department of Health and Human Services
Administration for Children and Families; and private foundations.
5/13/2015
Business Leadership in Action:
Lessons from the Field
Amy Council, The Community Group, MA
Tara Sabin, Early Connections Learning Centers, CO
Mia Pritts, Early Learning Ventures, CO
Moderator:
Format
• Framework – what is business leadership and
why is it important?
• Panelists describe their approach – how does
it work “on the ground”?
• Interspersed, facilitated discussion with
audience
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5/13/2015
Introduction
• Many ways to organize Shared Service Alliance
•
•
Organic process shaped by needs of providers and
resources available
You co-design the Alliance
• Business leadership is essential
•
High quality centers have gone out of business because
they didn’t manage their business well.
• Key task: managing the Iron Triangle
• Measuring and monitoring good information enables
centers to manage their business
• Think about these issues in next conference sessions
3
Theory of Change: Leadership Capacity-Building
• “Building adult capabilities improves child
outcomes” (Jack Shonkoff)
• Shared Services is a strategy to build pedagogical
and business capacity
•
•
Pathway to higher quality and improved child
outcomes
Requires ECE businesses to work together, sharing:
•
•
•
•
Staffing
Resources and learning
Service delivery
Quality improvement focus
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5/13/2015
Iron Triangle of ECE Finance
Full
Enrollment
• Ensure full enrollment,
every day in every
classroom
• Collect tuition and fees, in
full and on time
Full Fee
Collection
Revenues Cover
Per-Child Cost
• Revenues cover per-child
cost (tuition, fees, and 3rdparty funding)
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Managing Full Enrollment: Goal
Ensure enrollment every day, all day, in every
classroom:
•
•
•
•
•
Monitor enrollment relative to budgets
Centralize enrollment management (application
process, subsidy eligibility, child information, center
policies, etc.)
Maximize automation for information management
and tracking targets
Market actively and maintain wait lists
Coordinate with Alliance partners, e.g. share wait
lists, refer families
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3
5/13/2015
Managing Full Enrollment: Practice
Many functions can be shared:
• Enrollment – intake/tour scheduling,
application paperwork, subsidy screening, etc.
• Marketing – outreach to fill slots
• Enrollment and/or Marketing staff can track data
on vacancy rates
• Web-based supports (marketing site, on-line
application, etc.)
7
Managing Full Fee Collection: Goal
• Collect fees in full and on-time (bad debt no
more than 3%)
• Monitor accounts aging regularly
• Understand the cause – track losses due to:
•
•
•
•
Lax or unenforced payment policy
Unaffordable subsidy co-payments
Subsidy absence policy
Delayed receipt of government funds – subsidy,
HS, EHS, PreK
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5/13/2015
Managing Fee Collection: Practice
• Delineate a clear late fee policy, explain it, and
enforce it!
• Assign someone other than the site director to
follow-up with late payers ASAP
• Develop strategy to address subsidy
challenges (e.g. authorization, absence days,
reconciliation, errors)
• Manage CACFP administration
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Importance of Automation
• Maximize power of technology/automation to:
• Generate bills
• Alert parents about pending late fee
• Track payments, aging, etc.
• Benefits of automation:
• Saves time
• Decreases errors
• Allows sites to easily share common data
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5/13/2015
Child
Management
Systems
Available off-theshelf tools include:
• Child Care
Manager (right)
• ProCare
• OnCare
• EZCare
Other examples:
• Alliance CORE
• ChildWare
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Revenues Must Cover Costs
• Managing costs can make the difference between
losing money or not
•
Need to understand cost per child
•
•
•
Differs by age group
May differ by center or classroom
Not just classroom costs, but also center-wide expenses
• Every classroom does not have to breakeven
•
Key is to understand how costs and revenues differ by
class, and ensure profitability across all classrooms or
centers
• Revenues: consider all potential sources
•
Parent fees, subsidy, CACFP, QRIS bonus, donations,
grants and contracts
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5/13/2015
If Revenues Don’t Cover Costs…
• Reduce costs
•
•
•
Share administrative or support staff
Manage non-personnel – e.g. joint or bulk purchasing
Combine or close classrooms if necessary
• Increase revenues
•
•
•
Carefully monitor and manage enrollment and fee
collection
Consider changing fees to reflect costs
Targeted fundraising
• Smart programs make adjustments all the time.
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Panelist Organization Descriptions
And
Discussion
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5/13/2015
The Community Group
Lawrence MA
• Independent, multi-service non-profit (including early childhood,
CCR&R, charter school network, public school turnaround, educator
training)
• State-licensed early childhood and school-age programs
•
•
•
1000 children, 98% low income
9 Early Learning and School Age Centers
Network of 60 family child care homes
• 3 PreK-Grade 8 charter public schools, and 1 PreK-Grade 4
turnaround public school – 1400 children, 92% low income
• Parent engagement and leadership development is integral part of
strategy
• Funding streams include CCDF, PreK, HS-EHS, USDA, parent fees,
public school tuition, federal and state grants, philanthropy, earned
income from training and consultation services
15
• Community Day Learning Center
• Early Head Start Child Care
Partnership Program
• Teen Parent Child Care Center
• 7 Community Day School Age
Programs
• 21st Century & Enrichment Programs
(4 district public schools)
• Community Day Family Child Care
System (60 Providers)
•Child Care Circuit
•Parent Education
•Educator Training
Early Childhood
and School Age
Education and
Care
TCG Central
Management
Team
Family
Education,
Engagement,
and Support
• PreK-Grade 8
Community Day
Charter Public
Schools (3 schools)
• K-4 Community Day
Arlington Elementary
(Turnaround School)
Public
Education and
Education
Reform
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8
5/13/2015
TCG Central Management Serving:
3000 children; 2,000 families; 325 FTE Employees; 60 FCC
Providers; 8000 voucher families
FTE’s
4
2
7
7
2.2
2
2
2
3
Functions
Management/administration (Executive Director, CFO, COO, Director
of Charter Schools)
Development (grant writing, fundraising, support for educator
training, leadership development)
Fiscal (accounting, purchasing, food program management, payroll)
Billing, fee collection, subsidy administration
Marketing and public relations (vacancies, charter lotteries)
Human Resources (benefits, hiring, qualifications monitoring,
background checks)
Information Systems and Technology (hardware, software, support)
Data Management (collection, analysis, reporting)
Facilities Management (maintenance, security)
Central management services provide economies of scale, cross program
collaboration, smoother transition for families, gives directors and school
leaders more time to focus on program quality (e.g. curriculum,
assessment, instruction, educator training)
Colorado Springs CO
• Non-profit ECE corporation with LLC for Home
Network of Pikes Peak Region
• 7 sites in community, public schools, court house
• Network of 41 family child care homes
• 375 children, mostly low-income
• All centers are NAEYC accredited
• Family engagement (including home visits)
• Funding streams include CCDF, PreK, HS-EHS,
CACFP, parent fees, philanthropy, endowment
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5/13/2015
Organizational Chart
Centralized Functions Serving:
340 Children
619 Families
88 FTE Employees
FTE’s Functions
1
Joint marketing, centralized website
2
1
1
Enrollment, tracking by center and classroom,
scheduling of orientation
Centralized food program, meal purchasing, CACFP
administration, group purchasing of supplies
Centralized billing and subsidy administration
Centralized fee collection, late fees and discharge
1
1
Centralized HR/benefits
Centralized maintenance
1
10
5/13/2015
Chattanooga TN
• Non-profit ECE agency; also operates a
Residential Program for displaced youth
• Operates 15 early childhood sites
•
•
Chambliss Center – largest site, owned
Management services provided to community-based
centers and classrooms in public schools
• 650+ children, 90% low-income
• Funding streams include CCDF, PreK, HS-EHS, city
of Chattanooga, USDA, parent fees, philanthropy,
churches
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22
11
5/13/2015
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Colorado
• Private operating non-profit agency providing shared
services as a statewide Alliance across CO
• Offers 3 Tiers of services to over 580 centers and 20
family child care homes serving 39,000+ children
•
•
•
Tier 1-ELV Resource Platform
Tier 2-Alliance CORE
Tier 3-Fiscal Management
• Tools and resources are provided largely online to
streamline business practices, with support from ELV
Outreach Center and Resource Center
• Funding from regional funders, CDHS, EHS and Alliance
member fees
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5/13/2015
Alliance Model Evolution
Affiliate
Affiliate
Mesa
Alliance
ECO
Alliance
Affiliate
Affiliate
Billing
Affiliate
Affiliate
Affiliate
ECN
Alliance
ACECC
Alliance
Affiliate
Affiliate
Affiliate
Affiliate
Affiliate
Affiliate
Affiliate
Billing
San Luis
Valley
Alliance
Metro
Alliance
Affiliate
Affiliate
Affiliate
Affiliate
Statewide/National Model
ELV Colorado
Alliance
Resource
Center
Affiliate
Outreach
Center
Affiliate
Affiliate
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5/13/2015
Cross Functional Evolution
Individual
Outreach
Data Entry
Platform
Training
Data Tracking
Reporting
Group Outreach
Scanning
Computer Order
Contract
Management
Contract
Renewals
Targeted
Recruitment
Onboard
Coordination
Computer Setup
ELV Product
Referrals
Anniversary
Assessments
Agreement
Execution
Application User
Setup
CORE Training
ECE Content
Referrals
Initial
Assessments
Contract
Processing
CORE Inquiries
Platform
Inquiries
Alliance
Recruitment
ELV Resource Center
Both
Resources
• Opportunities Exchange website:
www.opportunities-exchange.org
• Tools and resources
• Profiles of current alliances
• First Children’s Finance Business Resource
Center:
http://www.firstchildrensfinance.org/business
resourcecenter/centers-2/
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14
5/13/2015
Shared Services in Multi-Site Child
Development Programs
Wayne Ysaguirre, Nurtury, MA
Facilitator
Kidango, Inc.
Fremont, CA
• Non-profit ECE with 2 subsidiary corporations
• 51 child care centers in communities, public schools,
hospitals and college lab school
• Network of family child care homes
• 2,500 children, mostly low-income
• 36% of centers are NAEYC accredited
• Early Intervention, mental health, family support
services
• 110 funding sources including CCDF, Prek, HS/EHS,
Early Intervention, Medicaid, parent fees & more
2
1
5/13/2015
Colorado
Springs, CO
• Non-profit ECE corporation with LLC for Home
Network of Pikes Peak Region
• 7 centers in community, public schools, court
house
• Network of 37 family child care homes
• 660 children, mostly low-income
• All eligible centers + 19 FCC homes accredited
• Family engagement (including home visits)
• Multiple funding streams, including CCDF, Prek,
HS-EHS, parent fees, philanthropy, endowment.
3
Nurtury
Boston, MA
Non-profit corporation
6 community-based centers
2 Family Child Care Networks, with 130 homes
1,400 children, mostly low-income
Family supports (network of Family
Advocates)
• 100+ funders, including CCDF, PreK, HS-EHS,
philanthropy, employers, parent fees.
•
•
•
•
•
4
2
5/13/2015
Brightside Academy
• Tax-paying multi-state ECE provider
• Founded in 1992 in Pittsburgh, PA
• Serves low-income, inner-city children
(CCDF, Head Start, UPK)
• Founded in 1992 in Pittsburgh, PA
• 66 academies in 8 cities
• Serves @8,000+ children per day
• 1,300+employees
• The size and scope of a large school
district:
– Busing services, food preparation,
– purchasing, IT, billing, HR
State
PA
City
# sites
Children
served/d
ay
Philadelphia
27
3,950
Pittsburgh
9
850
38
4,800
Total
OH
Akron
2
200
Cleveland
4
400
Columbus
4
300
Toledo
Total
Bronx
NY
Brooklyn
Total
3
455
13
1,355
9
1450
6
500
15
1,950
What is Shared?
•
•
•
•
•
•
•
•
Billing/fee collection
Financial management
Food program management
Marketing and enrollment
Professional development and quality
HR and staffing
Maintenance/janitorial
Child and family support services
6
3
5/13/2015
Corporate
Brightside Central Staff Framework
Regional
“Shared Services” Academy (site)
Academy Operations Leadership
Regional Directors (3)
Field Directors (7)
Academy Director
Education Director
Program Directors
Instructional Specialist
Intervention Specialist
Educational Director
Managing Lead Teachers
Lead Teachers
Assistant Teachers
Compliance Director
Compliance Administrators ( 4)
Director of Enrollment/Marketing
and Family/Community Engagement
Family & Community Engagement Mgrs
Family Advocates
Ancillary Services Director
I.T Specialist ( 3)
Facilities Managers (3)
Janitorial Services
Maintenance Techs
Food Services Mgrs ( 2)
Fleet Director
Outsource Bus Contracts
Dispatchers
Human Resources VP
Recruiting Mgr
Employee Services
HR Directors (2)
7 Dedicated Recruiters
CFO – Finance/Accounting/Billing
Controller, Billing, Purchasing
Payroll
CACFP Specialist ( 2)
Why Share Services?
• What are the strengths of a Shared Services
framework?
• Where is the biggest value-added with
centralization?
• Which functions work best in a centralized
structure and which are best left at the site
level? How do you know something is valueadded?
8
4
5/13/2015
Why Share Services?
• What are the challenges to Sharing Services
• What things were difficult to get started or to
sustain?
• What goes into the decision-making regarding
centralizing some functions (or not)? Is there
an ROI tool or decision-tree that you use?
9
Collaborator or Contractor:
Sharing Services Outside the Corporation
• Kidango – staffing service
• Brightside Academy - new partners with
Philadelphia Shared Services Alliance
• Early Connections – supports for Family Child
Care Homes
10
5
5/13/2015
For More Information….
Current Alliances (for profiles)
Tools and Information
[email protected]
11
6
5/14/2015
1
5/14/2015
2
5/13/2015
Launching Shared Services:
Multiple Pathways
Katie Dry, Collaborative Teachers Institute, NM
Cheryl Garcia, San Francisco Early Learning Alliance, CA
Moderator:
Introduction
• Many ways to organize Shared Service Alliance
•
•
Organic process shaped by needs of providers and
resources available
You co-design the Alliance
• How it’s done depends on:
•
•
•
Community needs
Trust; willingness and desire to work together
Resources
• May evolve over time
•
Starting small is fine
2
1
5/13/2015
Theory of Change: Leadership Capacity-Building
• “Building adult capabilities improves child
outcomes” (Jack Shonkoff)
• Shared Services is a strategy to build
pedagogical and business capacity
• Might focus on one or the other area
• Ideal, over time, to do both
3
Areas for Discussion
• Startup – who initiated, and why?
• Membership – how does initial group change
over time?
• Planning process and funding
• Services shared, and not shared – change over
time?
• Most important benefits
• Most difficult barriers to overcome
• Advice to new Alliances
4
2
5/13/2015
Seattle WA
• Non-profit consortium of 7 early childhood
programs, 23 classrooms (9 dual-language)
•
•
Each center maintains individual name, but sets
aside 501c3 to become a chapter of SCCS's 501c3
Centers operate independently with centralized
services provided by “Casita”:
• Financial, benefits administration, professional
development, mentor teachers, substitute pool, fundraising
• Funding streams include family tuition, CCDF, city
and state, and philanthropy
5
SCCS
Centers
Vietnamese
Friendship
Association
(coming
soon)
Magic
Lantern
Montessori
Epiphany
Early
Learning
Preschool
Interlaken
Preschool
Pinehurst
Child Care
Center
Sound
Child Care
Solutions
Refugee and
Immigrant
Family
Center
Little Eagles
Child
Development
Center
Southwest
Early
Learning
Bilingual
Preschool
3
5/13/2015
Philadelphia PA
• Collaboration of 6 organizations
• Total of 10 centers
• All highly rated (3 or 4 stars) in state QRIS
• Kinder Academy serves as fiscal agent and Alliance hub
for first year
• Initial set of services based on highest priorities of members:
• Professional development and mentoring
• Substitute pool
• Maintenance
• Grantwriting
• Funding for Alliance operations includes philanthropy
(startup), and member fees
7
PELA Operations
• Customized training and in-classroom support
•
•
•
Directors choose training subjects together
DVAEYC provides training at discounted rate
Existing Kinder Academy mentor teacher provides in-classroom support at
cost
• Sub pool
•
•
Kinder Academy office staff set up sub pool and places ads, screens
responses
Directors rotate responsibility for day-to-day placement of the subs
• Maintenance
•
Alliance enters into contract with experienced maintenance personnel;
Directors each responsible for overseeing work in their centers
• Grantwriting
•
Former Director with strong grant-writing experience works on contract
basis
• Finance
•
•
Kinder Academy serves as fiscal agent and Alliance hub in the first year of
operations
Long-term goal is to create 501c3 to house Alliance
8
4
5/13/2015
PELA Finances
• Initial costs kept low by building on existing
systems and staff rather than creating new
• Members asked to pay 50% of operating cost
in year 1; 75% of operating cost in year 2; all
of operating cost in year 3
• Foundation funding sought for start-up costs
and balance of operating costs in year 1 and 2
9
Collaborative Teachers Institute
Santa Fe NM
• Collaboration of 8 early childhood programs,
convened by Santa Fe Community Foundation
• Initial focus on shared professional
development and substitute and staff
recruitment
• Anticipate expanding both number of
providers, and array of shared services
• Startup funded by philanthropy; anticipate
member fees
10
5
5/13/2015
Structure of the Collaborative Teachers Institute
2. Collaborative Teacher Meetings
1.
Facilitators
Training Meetings
Each participating
program selects a
“Facilitator” – the
Center Director or
an interested
teacher
Facilitators are
trained to support
teacher inquiries
and team
collaboration
Facilitators learn to
strengthen the
connection
between teachers’
learning and
children’s learning
Regular, structured meetings for all teachers at a particular child care center.
Meetings follow a protocol to support learning.
Documentation of childrens’ interests is shared and collaboratively interpreted.
Teachers learn to deepen the childrens’ learning as well as their own.
Collaborative
Teacher
Meeting at
Center
Collaborative
Teacher
Meeting at
Center
Collaborative
Teacher
Meeting at
Center
Facilitators Training
Meeting
Collaborative
Teacher
Meeting at
Center
Collaborative
Teacher
Meeting at
Center
Collaborative
Teacher
Meeting at
Center
3. Shared Substitute
Teacher Pool
Centers have access to
a vetted pool of
substitute teachers.
Substitutes are made
available during the
Collaborative Teacher
meetings.
Collaborative
Teacher
Meeting at
Center
SF Early Learning Alliance
San Francisco CA
• Collaboration of 3 early childhood centers,
convened by the Mimi and Peter Haas Fund
•
California Child Care Resource and Referral Network
serves as fiscal sponsor for first year
• Founding Centers serve 140 children, 70% low
income
• Initial focus on shared back office:
•
•
•
•
Fiscal management
Enrollment
Data management and reporting
Human resource services
12
6
5/13/2015
SF Early Learning Alliance (cont’d)
• Alliance goals:
•
•
•
•
Identify and share strengths and resources of
collaborating agencies
Scope and scale of services tailored to individual
center needs
Standardize processes across centers
Establish method to evaluate progress and success
• Anticipate expanding both number of providers,
and array of shared services
• Funding for Alliance start up operations from
philanthropy, anticipate future member fees
13
Resources
Opportunities Exchange website:
• Tools and resources
• Profiles of current alliances
14
7
Peer Support
• Support and collaboration
• Increased understanding of the field of ECE
• Network for ideas and solutions
• Community
• Professional learning and support
• Camaraderie with peers, professionals and
colleagues
• Validation
Savings & Systems
• Financial savings
• Information sharing
• Creative and innovative solutions
Increased Satisfaction
• Connection to a greater child care community
• Greater job satisfaction
• Increased opportunities
• Strengthened and improved business systems
• Improved professional skills
• Improved relationship with the DVAEYC and other
foundations
Intangible Benefits
WITH SUPPORT FROM
Delaware Valley AEYC
The William Penn Foundation
FOUNDING MEMBERS
EARLY CHILDHOOD MEMBERS
Chinatown Learning Center
Community Concern #13
Kinder Academy, Inc
Saint Mary’s Nursery School
Tuny Haven International Early Learning Center
Woodland Academy Child Development Center
Leslie Spina, Project Coordinator
c/o Kinder Academy, Inc
7922 Bustleton Avenue
215.728.7700
[email protected]
For more information or to become a member of the
Philadelphia Early Learning Alliance, please contact:
Philadelphia
Early Learning Alliance
A new shared services model for area early
childhood programs to strengthen
business practices and enhance
program quality in order to give
children a better start. We
make a commitment to each
other, our families and staff.
† BETTER TOGETHER ¢
EARLY LEARNING ALLIANCE
PHILADELPHIA
-Abraham Lincoln
No man stands so tall as when he
stoops to help a child
We hope you can join us on this journey to create
stronger businesses, more satisfied
employees and connected dedicated
families.
Philadelphia
Early Learning Alliance
•
•
•
•
•
Staff Handbook templates
Parent Handbook templates
Job descriptions/staff evaluations
Interview Guide
Budgeting tools
Spend Less Time on Administrative
Issues with
Introducing The Philadelphia Early Childhood
Alliance, a resource created by committed early
childhood professionals to give providers easy,
low-cost direct and online access to everything
from administrative services to marketing
support.
Now you can.
But what if you could save time and money by
having a single source for raising quality,
enhancing your classroom environment,
investing in, supporting and mentoring teaching
staff and ensuring that the staff understands and
implements those programs and plans that are
important to the culture of your center. How
about if you could streamline payroll and
benefits administration and give you a way to
purchase the essential supplies and services most
child care providers need? Would having access
to a regular maintenance man make your job
easier? Think of the time you could save
enabling you to continue being the visionary
director you want to be
Budgets are tight and running a child care
business has never been more challenging or time
consuming.
• Connect with others professionals online
• Keep up to date on child care trends
• Be a part of a secure support system
Get Connected with Child Care
Programs
• Brochure templates
• Access to demographic information for your
area
Use Marketing Resources to Enroll
More Children
Professional Development
Teacher/Classroom/Environment support
Vendor discounts
Supply vendor negotiated discounts on items
you use everyday
• Regular and ongoing maintenance
•
•
•
•
Spend Less Money on Items You Need
SHARED SERVICES ALLIANCE PROFILES The following pages provide summary information about a range of Shared Services efforts taking place across the US. The information presented here was obtained from an online survey sent to conference registrants. First, listed below are Alliances that are actively involved in Shared Services on a spectrum of activity, from exploring, to planning, to launching or having launched an Alliance. Following the list, individual profiles are provided for those Alliances that are currently launching or already launched. Responses to Pre-‐Conference Survey Organization LONGTIME SHARED SERVICES ALLIANCE Acre Family Day Care All Our Kin Chambliss Center for Children Early Connections Learning Centers Early Learning Ventures Infant Toddler Family Day Care Kidango, Inc. Quality Care for Children Seacoast Early Learning Alliance Sound Child Care Solutions The Community Group FULLY FUNCTIONING ALLIANCE WITHIN LAST 1-‐2 YEARS Community Coordinated Child Care, 4-‐C Early Childhood Innovative Connections-‐Cocalico Care Center Maine Shared Services Alliance Pennsylvania AEYC Pittsburgh AEYC EARLY STAGES OF A LAUNCH Arsenal Family & Children’s Center Child Care Resources, SW Great Start to Quality Resource Center Child Care Resources & Referral Child Care Resources Inc. Child Care Solutions Franklin Wright Settlements San Francisco Early Learning Alliance Santa Fe Collaborative Teachers Institute 1 State MA CT TN CO CO VA CA GA NH WA MA KY PA ME PA PA PA MI IL NC MS MI CA NM PLANNING Evolve Potential, LLD and MD Women’s Business Center Programs for Parents, Inc. University of Florida-‐Lastinger Center for Learning United Way of Santa Fe County EXPLORING, NOT YET PLANNING Community Partnerships for Children Beary Cherry Tree CA Child Care Network Child Care Solutions Children's Council of San Francisco COAD Early Care & Education Collaborative Teachers Institute Corporation for Ohio Appalachian Development (COAD) Eastern Washington Child Care Aware Federation Early Leaning Services Granite School District Preschool Services LINCC, San Mateo County LPC, Redwood City Low Income Investment Fund Mission Neighborhood Centers, Inc. Paradise Valley Community College Redlands Christian Migrant Association YMCA 2 MD NJ FL NM NM LA CA MS CA OH NM OH WA PA UT CA CA CA AZ FL UT PROFILES OF LAUNCHED ALLIANCES 3 Acre Family Day Care Type of Organization City and State Family child care network Lowell, MA City (Lowell MA) Largest Geographic Region Covered by the Shared Services Project Shared Services Planned or Provided •
•
•
•
•
•
•
•
•
0 Number of Centers Number of Family Child Care Homes Number of Centers or Family Child Homes Needed for Scale Alliance Hub Sources of Funding Contact Person Billing and fee collection, Accounting, Fiscal management, Enrollment, Professional development, Substitute and staff recruitment, Classroom observations, Curriculum support, On-‐site coaching and/or mentoring, Child assessments, Family supports, Shared development and/or fundraising, Transportation 57 -‐ 60 Family Child Care network One or more local or regional funders; State Kathy Reticker [email protected] 978-‐265-‐0157 Zelma Khadar [email protected] 978-‐265-‐0723 4 All Our Kin Type of Organization City and State Family child care network New Haven, CT Region of a state (New Haven, CT; Bridgeport, CT; Stamford, CT) •
Shared purchasing of good and services •
Billing and fee collection, Enrollment •
Professional development •
Classroom observations, Curriculum support •
On-‐site coaching and/or mentoring •
Child assessments •
Nurse or other medical support, Family supports Largest Geographic Region Covered by the Shared Services Project Shared Services Planned or Provided Number of Centers Number of Family Child Care Homes Number of Centers or Family Child Homes Needed for Scale Alliance Hub Sources of Funding Family Child Care Network One or more local or regional funders, One or more national funders Erica Phillips [email protected] 347-‐844-‐0588 Contact Person 5 Arsenal Family & Children’s Center Type of Organization City and State Child care center or group of centers Pittsburgh, PA City (Pittsburgh, PA) Largest Geographic Region Covered by the Shared Services Project Shared Services Planned or Provided Number of Centers Number of Family Child Care Homes Number of Centers or Family Child Homes Needed for Scale Alliance Hub Sources of Funding Contact Person Professional development 5 0 Non-‐profit agency which is not a CCR&R No funding currently Melissa Hankin [email protected] 412-‐841-‐3768 6 Chambliss Center for Children Type of Organization City and State Child care center or group of centers Chattanooga, TN County Largest Geographic Region Covered by the Shared Services Project Shared Services Planned or Provided •
•
•
•
•
•
•
•
•
•
15 Number of Centers Number of Family Child Care Homes Number of Centers or Family Child Homes Needed for Scale Alliance Hub Sources of Funding Contact Person Shared purchasing of good and services, USDA food program management, Billing and fee collection, Accounting, Fiscal management, Enrollment, Professional development, Substitute and staff recruitment, Classroom observations, Curriculum support, On-‐site coaching and/or mentoring, Child assessments, Family supports, Shared development and/or fundraising 0 Non-‐profit agency which is not a CCR&R One or more local or regional funders Katie Harbison [email protected] 423-‐468-‐1122 7 Child Care Resources, SW Great Start to Quality Resource Center Type of Organization CCR&R agency City and State Portage, MI Largest geographic region Kalamazoo County covered by the Shared Services project Shared Services Planned or Substitute and staff recruitment (launched) Provided Shared purchasing of goods and services (planned) Shared development and fundraising (planned) Number of centers 30 Number of Family Child Care 0 Homes Number of centers of Family 100 Child Care Homes needed for scale Alliance Hub Sources of Funding Shared Services member fees Other agency provided funding for sub pool Contact Person Ella Fabel-‐Ryder [email protected] 269-‐598-‐1455 8 Child Care Resource & Referral Type of Organization City and State CCR&R agency Joliet, IL County Largest Geographic Region Covered by the Shared Services Project Shared Services Planned or Provided •
•
•
•
•
5 Number of Centers Number of Family Child Care Homes Number of Centers or Family Child Homes Needed for Scale Alliance Hub Sources of Funding Shared purchasing of good and services Enrollment, Professional development Substitute and staff recruitment Curriculum support Marketing/Technology 0 –– CCR&R agency One or more local or regional funders Shared Services member fees Tamika Chism [email protected] 815-‐741-‐1163 Contact Person 9 Child Care Resources Inc. Type of Organization City and State CCR&R Agency Charlotte, NC Statewide Largest Geographic Region Covered by the Shared Services Project Shared Services Planned or Provided Number of Centers Number of Family Child Care Homes Number of Centers or Family Child Homes Needed for Scale Alliance Hub Sources of Funding •
Web Platform; in the midst of identifying additional services CCR&R agency •
Shared Services member fees, •
Agency resources Janet Singerman [email protected] 704-‐376-‐6697 Contact Person 10 Child Care Solutions Type of Organization City and State Sponsoring organization for CACFP Leland, Mississippi Region of a state (The central and northern region of Mississippi) •
USDA food program management, Accounting, •
Professional development 21 Largest Geographic Region Covered by the Shared Services Project Shared Services Planned or Provided Number of Centers Number of Family Child Care Homes Number of Centers or Family Child Homes Needed for Scale Alliance Hub Sources of Funding Contact Person 0 Centers – 50 Homes -‐ 0 Non-‐profit agency which is not a CCR&R •
Shared Services member fees Antoinette Williams [email protected] 662-‐379-‐6936 11 Community Coordinated Child Care, 4-‐C Type of Organization City and State CCR&R agency Louisville, KY County •
Billing and fee collection, Accounting, •
Fiscal management, Professional development •
On-‐site coaching and/or mentoring 2 Largest Geographic Region Covered by the Shared Services Project Shared Services Planned or Provided Number of Centers Number of Family Child Care Homes Number of Centers or Family Child Homes Needed for Scale Alliance Hub Sources of Funding 0 Centers – 5 Homes -‐ 2 CCR&R agency •
One or more local or regional funders •
Shared Services member fees Janet Masterson janet-‐[email protected] 502-‐636-‐1358 Contact Person 12 Early Childhood Innovative Connections-‐Cocalico Care Center Type of Organization City and State Child care center or group of centers Lititz, PA County (Lancaster County) •
Shared purchasing of goods and services, •
Professional development, •
Substitute and staff recruitment 10 Largest Geographic Region Covered by the Shared Services Project Shared Services Planned or Provided Number of Centers Number of Family Child Care Homes Number of Centers or Family Child Homes Needed for Scale Alliance Hub Sources of Funding Non-‐profit agency which is not a CCR&R •
Shared Services member fees •
Grants Charlotte Brady [email protected] 717-‐336-‐4007 Contact Person 13 Early Connections Learning Centers Type of Organization City and State Largest Geographic Region Covered by the Shared Services Project Shared Services Planned or Provided Number of Centers Number of Family Child Care Homes Number of Centers or Family Child Homes Needed for Scale Alliance Hub Sources of Funding Contact Person Child care center or group of centers , plus FCC home network Colorado Springs, CO City (southern Colorado Springs) •
Shared purchasing of good and services, •
USDA food program management, •
Fiscal management, Enrollment, •
Substitute and staff recruitment, •
Classroom observations, Curriculum support, •
On-‐site coaching and/or mentoring, •
Nurse or other medical support, •
Family supports, •
Shared development and/or fundraising 7 41 Centers – 7 Homes -‐ 100 Multi-‐site child care provider •
One or more national funders •
Shared Services member fees Diane Price [email protected] 719-‐481-‐3810 Tara Sabin [email protected] 719-‐632-‐1754, x1008 14 Early Learning Ventures Type of Organization City and State Largest Geographic Region Covered by the Shared Services Project Shared Services Planned or Provided Number of Centers Number of Family Child Care Homes Number of Centers or Family Child Homes Needed for Scale Alliance Hub Sources of Funding Contact Person Non-‐profit Shared Services Model Englewood, CO Statewide (Covering the State of Colorado in collaboration with 6 Alliances across the State. From the Denver Metro area to the San Luis Valley) •
Professional development, Curriculum support, •
Shared development and/or fundraising, •
Shared Resources, Child Management System integrated with Regulatory Compliance 580 20 Centers – 2000 Homes -‐ 200 Funder, Non-‐Profit Child Care Councils, CCR&Rs, and Non-‐
Profit Educational Organization •
Shared Services member fees Ty Johnson [email protected] 720-‐205-‐6329 Judy Williams [email protected] 303-‐789-‐2664, x225 15 Franklin Wright Settlements Type of Organization City and State Human Service Agency, with a Child Development Center Detroit, MI County (Southeastern MI) Largest Geographic Region Covered by the Shared Services Project Shared Services Planned or Provided •
•
•
•
•
•
•
1 Number of Centers Number of Family Child Care Homes Number of Centers or Family Child Homes Needed for Scale Alliance Hub Sources of Funding Contact Person Shared purchasing of good and services, USDA food program management, Accounting, Enrollment, Substitute and staff recruitment, Classroom observations, Curriculum support, Nurse or other medical support, Family supports, Shared development and/or fundraising 0 Centers – 2 We do not have a "hub" agency yet. One or more local or regional funders Monique Marks [email protected] 313-‐579-‐1000 ext 250 16 Infant Toddler Family Day Care Type of Organization City and State Family child care network Fairfax, VA Region of a state (Northern Virginia -‐ suburbs of Washington, DC) •
Curriculum support, •
Child assessments, •
Shared development and/or fundraising 0 Largest Geographic Region Covered by the Shared Services Project Shared Services Planned or Provided Number of Centers Number of Family Child Care Homes Number of Centers or Family Child Homes Needed for Scale Alliance Hub Sources of Funding 130 Family Child Care network •
Shared Services member fees Wynne Busman [email protected] 703-‐352-‐3449 Contact Person 17 Kidango, Inc. Type of Organization City and State Child care center or group of centers Fremont, CA (for main office) Region of a state ( Five Bay Area Counties: Alameda, Santa Clara, Contra Costa, San Mateo and San Benito) •
USDA food program management •
Fiscal management, Enrollment •
Substitute and staff recruitment •
Meals for child care centers and others 25 Largest Geographic Region Covered by the Shared Services Project Shared Services Planned or Provided Number of Centers Number of Family Child Care Homes Number of Centers or Family Child Homes Needed for Scale Alliance Hub Sources of Funding Contact Person 0 250 Non-‐profit agency which is not a CCR&R Fee for services Paul Miller [email protected] 510-‐708-‐5474 18 Maine Shared Services Alliance Type of Organization City and State Shared Services Alliance Waterville, ME Statewide (Maine -‐ in collaboration with NH and VT) Largest Geographic Region Covered by the Shared Services Project Shared Services Planned or Provided •
•
•
•
•
Number of Centers Number of Family Child Care Homes Number of Centers or Family Child Homes Needed for Scale Alliance Hub 20 30 Centers – 200 Homes -‐ 600 Non-‐profit agency which is not a CCR&R; services provided through Great North Advantage, a property management company •
Shared Services member fees •
Currently funded by foundations with expectation that fees will cover operating costs within five years Laleah Parker [email protected] 207-‐841-‐5914 Sources of Funding Contact Person Shared purchasing of good and services, Bill and fee collection Accounting Fiscal management Other (e.g. facilities management, HR support, contract support, service provider procurement) 19 Pennsylvania AEYC Type of Organization City and State Early childhood association Harrisburg, PA Pennsylvania •
Curriculum support •
Substitute and staff recruitment •
{Professional development •
Billing and fee collection Largest Geographic Region Covered by the Shared Services Project Shared Services Planned or Provided Number of Centers Number of Family Child Care Homes Number of Centers or Family Child Homes Needed for Scale Alliance Hub We do not have a “hub” but support hub development of various kinds. Membership dues Rose Snyder [email protected] 717-‐635-‐9026 Sources of Funding Contact Person 20 Pittsburgh AEYC Type of Organization City and State Professional development agency Pittsburgh, PA County (Allegheny County) •
On-‐site coaching and/or mentoring 6 Largest Geographic Region Covered by the Shared Services Project Shared Services Planned or Provided Number of Centers Number of Family Child Care Homes Number of Centers or Family Child Homes Needed for Scale Alliance Hub Sources of Funding Contact Person 10 We do not have a “hub” agency yet. One or more local or regional funders Becky Mercatoris [email protected] 412-‐445-‐8553 21 Quality Care for Children Type of Organization City and State CCR&R agency Atlanta, GA Statewide Largest Geographic Region Covered by the Shared Services Project Shared Services Planned or Provided •
•
•
•
•
•
•
•
•
900 Number of Centers Number of Family Child Care Homes Number of Centers or Family Child Homes Needed for Scale Alliance Hub Sources of Funding 100 CCR&R agency •
Shared Services member fees Pam Tatum [email protected] 404-‐479-‐4201 Laura Newman [email protected] 404-‐479-‐4182 Contact Person Shared purchasing of good and services USDA food program management Professional development Substitute and staff recrutment, Curriculum support On-‐site coaching and/or mentoring Field trip discounts Child assessments Family supports 22 San Francisco Early Learning Alliance Type of Organization City and State Local or regional funder San Francisco, CA City (San Francisco – small centers) •
USDA food program management •
Billing and fee collection, Accounting •
Fiscal management, Enrollment •
Data management and reporting 3 Largest Geographic Region Covered by the Shared Services Project Shared Services Planned or Provided Number of Centers Number of Family Child Care Homes Number of Centers or Family Child Homes Needed for Scale Alliance Hub 0 Centers -‐ 12 Creating a back office in our foundation with talent from collaborating centers One or more local or regional funders Sources of Funding Contact Person September Jarrett [email protected] 415-‐296-‐9249 23 Santa Fe Collaborative Teachers Institute Type of Organization City and State Local or regional funder Santa Fe, NM Santa Fe County Largest Geographic Region Covered by the Shared Services Project Shared Services Planned or Provided Number of Centers Number of Family Child Care Homes Number of Centers or Family Child Homes Needed for Scale Alliance Hub Sources of Funding Contact Person •
•
8 Professional Development Substitute and staff recruitment 0 12 Funder One or more local or regional funders Katie Dry [email protected] 505.692.3839 24 Seacoast Early Learning Alliance Type of Organization City and State Group of child care centers Concord, NH Statewide – New Hampshire; expanding to NH and VT •
Quality improvement work •
Billing and fee collection •
Accounting •
Fiscal management •
Facilities management, HR Support, Contract Support, Service provider procurement 23 Largest Geographic Region Covered by the Shared Services Project Shared Services Planned or Provided Number of Centers Number of Family Child Care Homes Number of Centers or Family Child Homes Needed for Scale Alliance Hub 200 We do not have a “hub” agency yet. Back office services provided by property management company, Great North Advantage One or more local or regional funders Shared Services member fees Cellissa Hoyt [email protected] 603-‐397-‐9596 Sources of Funding Contact Person 25 Sound Child Care Solutions Type of Organization City and State Group of child care centers Seattle, WA Seattle, WA Largest Geographic Region Covered by the Shared Services Project Shared Services Planned or Provided •
•
•
•
•
•
•
•
•
•
•
6 Number of Centers Number of Family Child Care Homes Number of Centers or Family Child Homes Needed for Scale Alliance Hub Sources of Funding 0 10 centers Shared back office and professional development, not hub •
•
•
One or more local or regional funders One or more national funders Centers share common expenses using family tuition or subsidy as primary revenue Diana Bender [email protected] 206-‐459-‐9140 Contact Person Shared development and fundraising On-‐site coaching and mentoring Curriculum support Classroom observations Substitute and staff recruitment Professional development Fiscal management Accounting Shared purchasing of good and services Bill and fee collection, USDA food program management 26 The Community Group Type of Organization City and State Largest Geographic Region Covered by the Shared Services Project Shared Services Planned or Provided Number of Centers Number of Family Child Care Homes Alliance Hub Sources of Funding Independent, multi-‐service non-‐profit organization Lawrence, MA Region of a state (TCG’s child care centers, family child care system, charter public schools and school turnaround services are concentrated in Lawrence, Massachusetts; TCG’s Child Care Circuit, the CCR&R, serves 63 communities, including Lawrence, in the northeast region of Massachusetts; TCG’s training and consultation services have been provided for educators throughout Massachusetts; and charter management consultations have included other New England states and New York.) •
Classroom observations, Curriculum support, •
Child assessments, Family supports, •
Nurse or other medical support •
Shared development and/or fundraising, •
Data management 9 60 Non-‐profit agency Multiple funding sources, including: contracts with the MA Department of Early Education and Care for early education and school age care, resource, referral and training programs; fees for early education/school age care (sliding scale); customer fees for training and consultation services; competitive grants from Massachusetts agencies (Early Education and Care, Elementary and Secondary Education); charter school tuition (Commonwealth of MA); and private foundations (capital projects). 27 Contact Person Susan O’Neill [email protected] 978-‐682-‐6628, x599 Amy Council [email protected] 978-‐682-‐6628 28 Conference Resources
In addition to the contents of this Conference Book, additional resources can be found
on the conference website, on the Resources page.
Shared Services Conference Website:
Home page: https://www.signup4.net/public/ap.aspx?EID=NATI600E&OID=50
Resources: https://www.signup4.net/public/ap.aspx?EID=NATI600E&OID=148
Additional information, tools and resources about Shared Services can be found on the
Opportunities Exchange website: www.opportunities-exchange.org
12
THE BUSINESS SIDE OF ECE
www.ChildCareExchange.com
EXCHANGE MARCH/APRIL 2013
Copyright © Exchange Press, Inc.
Reprinted with permission from Exchange magazine.
All rights reserved. Visit us at www.ChildCareExchange.com
or call (800) 221-2864.
The Iron Triangle
A Simple Formula for Financial Policy in ECE Programs
by Louise Stoney
Early childhood program budgets, like
all budgets, have two sides: the money
coming in and the money going out.
Balancing these two sides is essential,
and is particularly challenging in the
current recession economy. When seeking to balance their budgets, early childhood program directors typically focus
on their rate — the price charged to
parents or received as reimbursement
from government. Rates are indeed
important, however early care and
education program income is also profoundly influenced by two other factors:
enrollment and fee collection. These
three factors form the ‘iron triangle’ of
early care and education (ECE) finance.
Paying close attention to the three sides
of the iron triangle is key to sound fiscal
management.
Full Enrollment
Almost all ECE revenue is tuition collected on behalf of an enrolled child.
While government and philanthropy
sometimes help finance ECE, this funding is rarely provided as general operat-
Louise Stoney has worked on early care and
education policy and finance in more than 38
states, many major cities, and the federal
government. She co-founded the Alliance
for Early Childhood Finance as well as
Opportunities Exchange.
ing support; typically the dollars
provided by third party funders are
linked to enrollment of specific children.
If the children are not enrolled, the
funding does not flow. This makes full
enrollment a cornerstone of ECE finance,
regardless of whether the program relies
mainly on public funds or relies primarily on parent fees, or a combination.
Unless a program is over-enrolled (a
practice that is generally prohibited in
licensing regulations because it could
result in attendance that exceeds ratio
and/or group size limits), it is not possible to operate at 100% enrollment. While
some experts suggest that a well-run
center can operate at 95% enrollment
(Morgan & Emanuel, 2010); many suggest budgeting at a more achievable
rate, such as 85% enrollment. Regardless
of the target, any time enrollment drops
below the budgeted target an ECE program is losing money.
Monitoring enrollment and acting quickly to address any shortfall is key to fiscal
stability. This means program administrators must carefully track attendance,
in each classroom, on a regular basis,
and plan in advance when children will
be ‘aging out’ of the program and/or
moving to a different classroom.
Without careful monitoring and active
outreach to fill vacant slots, it is easy for
these natural transitions to cause funding gaps. Tuition, especially when reimbursed by government, may also be
dependent on actual attendance, so
staying on top of this is crucial. It is easy
for non-attendance to turn into nonenrollment. In a small program, every
day a slot remains open can make a big
difference. Over time these losses add
up and can lead to serious financial
shortfalls.
Full Fee Collection
Collecting fees — in full and on time —
is essential. Fees only become revenue
when they are collected. All too often an
early childhood program will have a
budget that balances on paper, but the
cash just doesn’t come in the door.
Successful ECE administrators stay on
top of fee collection; they have clear policies, are firm and consistent with families, thorough and prompt with billing,
and on top of the paperwork required
by third party funders. Fee collection
can be very time consuming unless systems are put in place to streamline and
automate the process. Making electronic
funds transfer (that is, enabling automatic transfer of funds from a bank
account, debit or credit card) the norm
for fee payment is one effective way to
strengthen fee collection.
THE BUSINESS SIDE OF ECE
www.ChildCareExchange.com
MARCH/APRIL 2013 EXCHANGE
The Iron Triangle
Tired of paying
for software?
OnCare’s made it
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Revenues Cover Per-Child Cost
Setting tuition fees (prices) accurately
involves many factors and decision
points, some of which are beyond the
control of an ECE program. What
parents can afford to pay is based on
what they earn and the local cost of
living. What government, or other
scholarship programs, will pay is typically based on available funds. That
said, determining the actual cost per
child, comparing this cost to the price
charged, and when fees cannot cover
the full cost, identifying third-party
funding to fill the gap, is essential to
sound fiscal management. The bottom
line is that parent fees + third party
payments must = per-child cost.
Otherwise the program is losing
money.
Both enrollment and fee collection
impact actual per-child costs. If a program is not fully enrolled, the perchild cost increases. If bad debts go up
(fees are not being collected), the perchild cost increases. In some cases, a
budget gap can be addressed by boosting enrollment and/or lowering bad
debt rather than raising fees. The three
factors are interrelated. In tough fiscal
times, when third-party funders are
cutting budgets and parents are
squeezed financially, ECE programs
often face a difficult choice: keep fees
high and risk increased vacancy rates
and higher bad debt, or lower fees to
boost cash flow. Unfortunately, the
right answer is not simple or obvious,
and it may vary from center to center
based on the services offered and the
families served.
The iron triangle is a simple formula
for a complex issue. It can be a helpful
way to stay on track, to remember
what’s important, but should not
replace the many steps involved in
sound fiscal management. Gwen
Morgan and Bess Emmanuel have
co-authored an excellent handbook,
The Bottom Line for Children’s Programs:
What You Need to Know to Manage the
Money, which should be an essential
text for any program director involved
in the business side of early care and
education.
Reference
Morgan, G. G., & Emanuel, B. R. (2010)
The Bottom Line for Children’s Programs:
What You Need to Know to Manage the
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