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Attendance Support

Project Update

Presentation to COSBO

October 2008

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Status Update

‰

Project Objectives

‰

Our Approach

‰

Overview of Key Tools Developed

‰

Key Findings

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Project Objectives

‰

Review and assess existing attendance management systems and policies and

their impact on absenteeism in key performing Ontario school boards

‰

Research, analyze and develop recommendations and options as they pertain

to Attendance Management Best Practices for the District School Boards of

Ontario

‰

Ensure that solutions would help boards:

ƒ Increase management capacity

ƒ Reduce unnecessary costs related to absenteeism

ƒ Support student achievement through the development of a healthy work culture and consistent staff attendance

(4)

Project Approach

Investigation of leading practices structured through: •Survey ReviewInterview Guides / QuestionnairesBoard & External Org Interviews Results / minutes are captured in •Excel Interview Template

Results used to refine:

Attendance Support FrameworkAttendance Support Maturity Model Results used to develop: •Final Report

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Overview of Tools Developed - Interview Guides

‰ Provides a framework for discussion of Attendance Support

‰ Questions aligned with leading practices in both official languages

‰ Can be re-used by boards in self-assessment

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Overview of Tools Developed – Attendance Support Framework

‰ The Framework is a basic conceptual structure used to describe a complex issue

‰ Structure used consistently throughout the report and becomes a common language

‰ 3 phases in the Attendance Support “life-cycle” : Planning, Monitoring and Evaluating

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Attendance Support Framework Cont.

‰ Each category across each phase contains 10 – 15 leading practices

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From Framework to Maturity Model

‰ Content and structure from the Attendance Support Framework used to develop a tool for measuring leading practice adoption

‰ “Maturity” levels are characterized by the number of leading practices adopted vs the number of “typical” challenges still existing

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Attendance Support Maturity Model

‰ 4 Maturity Levels:

‰ Implementing – leading practices still being identified or initiated

‰ Building – partially adopted, foundation being built – still evaluating

‰ Refining – implemented to a significant extent, have been evaluated and are just being refined (usually annually)

‰ Mature – leading practices have been adopted to the full extent, have been refined over a period of years

Maturity Model can be used for:

Self Evaluation – Where are we? How far do we need to go?

Planning and prioritizing – What should we do next?

Common language and vision

– How do we define

improvement? Are we on the same page?

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Planning Phase - Key Issues

Policy & Guidelines

‰Unsure of what contents should be

‰Don’t want to risk interference with collective agreements

Roles & Responsibilities

‰Limited buy-in from Exec Committee – HR-driven

‰Limited capacity in HR to design / plan

‰Limited involvement or interest from Principals / Supervisors

Culture & Environment

‰Culture of employees’ right to use maximum number of sick days

‰Union refusal to participate in planning

‰Assumption that program seeks to violate human rights

Wellness & Benefits

‰Unsure of what programs would improve attendance

‰Limited visibility between program managers

Data Analysis & Reporting

‰System and codes not flexible

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Planning Phase – Leading Practices

Policy & Guidelines

‰Clearly defined thresholds for intervention, processes, flow charts, guiding principles

‰Requires collaboration and “endorsement “by stakeholders

‰Initiatives are included in multi-year Board improvement plan

Roles & Responsibilities

‰Accountability for Management is clearly defined in policy

‰Attendance Committee includes all stakeholders (union reps, Principals, etc)

‰Principals and supervisors required to play a significant role

Culture & Environment

‰Management training focused on timeliness and consistency of policy enforcement to ensure employee compliance and eventual erosion of entitlement culture

‰Third-party intervention / analysis of employee needs – (no HR or Mgmt involvement)

‰Communication Plans designed for positive and consistent message

‰Intervention process and training assumes that employee requires support for illness/disability first and foremost (less focus on communicating or initiating punitive) steps

Wellness & Benefits

‰Perform analysis/ benchmarking of organizational wellness, then set targets

‰Design benefits and wellness programs according to analysis and employee feedback

Data Analysis & Reporting

‰Perform system review + retrain

‰Align absence codes with collective agreement language

‰Design reports for how you will manage employees (and management) and attach them to the policy

(12)

Monitoring Phase – Key Issues

Policy & Guidelines

‰Policy and procedure monitored / applied only on an ad-hoc basis

Roles & Responsibilities

‰Limited Principal/Supervisor involvement and accountability in monitoring

‰Limited contact between employees and management during absence

‰Limited capacity within HR to monitor, coordinate, coach, act as “sentinel”, etc

Culture & Environment

‰Inconsistent management styles / approach / communication

Wellness & Benefits

‰Difficulty identifying trends related to attendance

‰Management perceptions of attendance support or RTW programs are not always positive

Data Analysis & Reporting

‰Data not timely or consistent (misuse of “other” coding category, inconsistent coding for supply teachers for PD sessions).

‰Creating and interpreting reports requires advanced technical skills

‰Limited Site-based self-service reporting available

‰Reports not being incorporated into management processes

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Monitoring Phase - Leading Practices

Policy & Guidelines

‰Policy and procedure material distributed to all employees.

‰Policy applied on a consistent basis through monitoring and support of management as well as employees

‰Refresher training for employees and management is ongoing

Roles & Responsibilities

‰Ensuring Principal/Supervisor involvement and accountability through training and personal coaching/planning

‰Employees must report absence to Principals./Supervisors (Sentinel) in addition to using SmartFind Express (supply auto-dispatch system)

‰Dedicated resource in HR to coordinate Attendance Support initiatives and act as coach

Culture & Environment

‰Management is supported by standard templates, real-time coaching and peer support

‰Actions of management are monitored for consistency through training

‰Proactive employee intervention when trends have been identified

‰Satisfaction and Commitment Surveys conducted

Wellness & Benefits

‰Utilization of programs is measured against attendance trends

‰Education and statistics provided to all management to improve any negative perceptions of attendance support or RTW programs

Data Analysis & Reporting

‰System automatically flags employees with paterns of absenteeism

‰Employees Data entry is site-based and monitored by HR for accuracy (corrected immediately)

‰User-friendly reports available to management, shared with unions and incorporated into committee meetings

(14)

Key Findings – Evaluation Phase Issues

Policy & Guidelines

‰Limited ability to evaluate effectiveness of policy, program or compliance with policy

Roles & Responsibilities

‰Difficulty evaluating individual management or departmental performance in supporting Attendance

‰Limited capacity or accountability for performing and reporting on evaluation.

Culture & Environment

‰Culture and environment varies and is difficult to evaluate changes or improvements.

Wellness & Benefits

‰Limited experience in drawing correlation between wellness / benefits use and attendance

‰No baseline for wellness

‰No wellness program

Data Analysis & Reporting

‰Attendance Data not segmented, detailed or accurate enough to analyze

‰Limited access to financial data necessary for conducting cost benefit analysis

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Key Findings – Evaluation Phase Leading Practices

Policy & Guidelines

‰Evaluate management and employee feedback through committee

‰Measure the number and type of program-related grievances,

Roles & Responsibilities

‰Evaluate absence data entry accuracy / compliance by facility + circulate report to all Principals / Facility Managers

‰Evaluate caseload and performance of HR

‰Survey quality of support provided to managers by HR

‰In the planning phase dedicate a resource to coordinate the evaluation process

Culture & Environment

‰Evaluation of satisfaction and commitment surveys

Wellness & Benefits

‰Evaluate usage and satisfaction of programs as well as providers

‰Evaluate LTD and RTW for signs of change

Data Analysis & Reporting

‰Evaluate attendance by group not on annual result but month by month comparison with previous year.

‰Annual cost avoidance used to validate funding for program / resource

‰Ensure attendance tracking system configuration and other system (financial) data requirements are identified in the plan and someone is accountable for reporting

(16)

Attendance Support Implementation Plan

‰Don’t expect returns on investment or changes in culture in the first year;

‰Be patient, be consistent and continue to communicate, communicate communicate; and

‰Ensure the plan is formal , has been approved by the Board and has been incorporated into the multi-year improvement plan

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

Develop Attendance Support Committee Perform (Self)-Assessment & Benchmarking Develop Attendance Support Policy and Processes Develop Roadmap + Annual Plan

Develop Communication Plan + Support Tools

Ensure Resource Alignment & Capacity

Refine attendance tracking and reporting systems Roll-out Education & Training

Roll-out / coordinate with services (ie. Wellness, RTW, etc)

Ongoing Monitoirng of Perfomance and Compliance Ongoing Communication

Satisfaction & Cultural Surveys

BENEFIT REALIZATION

Year 3

Monitoring Implementation Assessment & Planning

Year 1 Year 2

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