Famous Quotes in School Millage History
“The school board and administration will just waste the money anyway. They’re crooks.”
“My kids are done with school, so I am done paying for it. Let someone else pay for it.”
“It didn’t have an elevator when I went there, and we
don’t need one now. We just carried the handicapped kids up the steps.”
“I am voting no because the break room for teachers is too big and the bus is always late. Plus, the teachers are
paid way too much.”
The Bond Campaign Soup to Nuts:
A Full Course of Planning and
Messaging Served Hot and Ready
67th Annual Convention
Presenters
Scott Rose
DLR Group Principal Assessment & Planning
Specialist
Karen Montovino
Planning & Messaging Specialist
#1 Education Design Firm in the World
(Source: World Architecture, 2012)
21 offices coast-to-coast and in China
Community Consensus Experts
86% Avg. Bond Passage Record (nationally)
Bond Size: $4M - $450M
Building assessments: over 100 million SF
Agenda
Assessments & Planning
Know the Rules
The Active Campaign
The Bond Did Not Pass
Case Studies
Questions
THE TAKE AWAY:
Meeting 1: Understanding the Needs
Long Range Educational
Planning is both TAKING and CREATING a Journey with the Entire Community
Meeting 6: Taking Next Steps Meeting 2: Dialoguing the Impacts Meeting 3: Creating the Outline Meeting 4: Finding Common Ground Meeting 5: Finalizing the Details
PHASE 1 PREPARATION
PHASE 1 PREPARATION
NEW SCHOOL
PHASE 1 PREPARATION
LEARNING
PHASE 1 PREPARATION
• Critical Maintenance • Safety and Security • Educational Equity • Capacity and Grade Configuration • Technology Status
Facility Report Card (FCI)
GRADING & BUDGETING
April
Workshop 1: Define your Vision!
May
Workshop 2: Precedent and Tours
May
Workshop 3: Refine the Vision
June
Workshop 4: Exploring Learning Environments
June
Workshop 5: Organizing the Environments
July
Workshop 6: Defining Attributes
August
Workshop 7: Ta Da!
PHASE 3 DISCOVERY
What is most important: that all elementary schools are equitable in class size and have space for support
programs, or having small building enrollments (i.e. smaller schools) 1 2 3 0% 0% 0%
1. Equitable
2. Small enrollments
3. I Don’t Know
PHASE 3 DISCOVERY
ENGAGEMENT
Would you support closing schools, if it would
provide cost savings and expanded educational opportunities? 1 2 3 0% 0% 0%
1. Yes
2. No
3. Maybe with
more information
PHASE 3 DISCOVERY
ENGAGEMENT
PHASE 3 DISCOVERY
PHASE 4 SOLUTIONS
PHASE 5 REFINEMENT
DISTRICT-WIDE VALUE
Projects positively impacting every student Clear scope at every site
Illustrative and narrative
SCHEDULE
KEY MESSAGE POINTS – Do First Things First!
Develop from your plan and message points:
Supporting basic plans and images
Figures in simple terms
FAQ Sheet (you will ADD to this)
Break down by site
THE PLAN
Your Communications Plan
Weekly Messages
Register to Vote Warm, Safe, Dry Overcrowding
Consequences of a No Vote Financials
Every Student Benefits FAQ
Vote
Distribution Channels
Backpacks and Mailers Website
Facebook Marquee Signs Staff Email Blasts IN PERSON FORUMS
PHASE 6 COMMUNICATION
District:
0 to 2,370 followers in two months
Vote YES Group:
0 to 708 followers in two weeks
PHASE 6 COMMUNICATION
Did You Know…
of students say their parents have no idea how they are doing in school.*
1/3
of all students report that their parents don't care whether they make good grades in school or not.*
1/6
of parents consistently attend school programs….more than 40 percent never do.*
1/5
survey of 10,000 public school teachers show 47
percent say families are less involved in their children's education now than five years ago.**
47%
*From Beyond the Classroom: Why School Reform Has Failed and What Parents Need to Do by Lawrence Steinberg, **Gates Foundation survey
“KNOW” Your Millage Rules
The community must be
engaged in helping
craft the facilities
solution on the ballot
“KNOW” Your Millage Rules
Rule #1
10 Critical Planning Items to have in place before the board authorizes an election:
1. Scientifically understanding the public, the parents and your key
messaging….i.e. Surveys!
2. Prioritize educational goals
3. Discuss and solve parity & equity
4. Incorporate community expectations & culture
5. Analyze demographics
6. Integrate technology
7. Focus on safety & security
8. Accommodate future trends in learning & facilities
9. Optimize use of existing sites &
facilities, while anticipating future site & facility needs
10. Establish realistic schedules & budgets
Curriculum
Operations
Have you ever voted for someone or some issues on a ballot where you did not know the
candidate or the reason the issue was on the ballot? 1 2 0% 0%
1. Yes
2. No
0 of 5Vested Voter apathy is
your enemy: Defeat it
USE YOUR DATA!!
“KNOW” Your Millage Rules
Rule #2
Make sure the ENTIRE
school board is in
support AND active in
the campaign.
“KNOW” Your Millage Rules
Rule #3
“KNOW” Your Millage Rules
Tangible Educational Benefits
of a “YES” vote and the
Consequences of a “NO”
vote must be formalized and
understood within the Vested
Voter Ranks.
“KNOW” Your Millage Rules
Don’t let the “YES”
committee drive/lead
the education effort
In the first half of 2012, Nationally* which
gained the most public approval?
1 2 0% 0% 0 of 5
1. School Millages
for Construction
2. School Tax Levies
for operations
*California, Florida, Illinois,
Michigan, Missouri, Ohio, Oregon,
Washington and Wisconsin
0 10 20 30 40 50 60 70 80 School Millages School Tax Levies
44.3%
How well do
you know
Every District has
two audiences
with distinct
differences and
“KNOW” Your Millage
Audience
A registered voter whose
children will directly benefit from the solution at some point in their education. A registered district employee living in the district.
“KNOW” Your Millage Audience
Everyone else.
Vested Voter Expectations
Typical Vested (ranked in order of importance) 1. Quality of Education/Performance
2. Classroom Space Needs/Size 3. Fair School Boundaries
4. School Safety
5. Technology Access 6. Overall School Size
7. Athletic Competitiveness/Opportunities
8. Taxes (Value)
9. Non-sport Extra Curricular Opportunities 10.Bus Route/Walking Distance
Non-Vested Voter Expectations
Typical
Non-Vested
(ranked in order of importance)1. Taxes
(Low)2. District Quality Perception
(ROI)3. Elected Leaders Credibility
(Impeccable)4. District Leaders Credibility
5. Athletic Performance
(No Losers)6. Quality of Education/Performance
District Leadership
Vested Voter Informed
District Prepares “Bible” to Educate School Leadership Engaged /Accountable Targeted Information Reminders Delivered FAC T B ASED E FFORT
Vested Party Informers
District Mission
Architect/ Financial
District Leadership
Vested Voter Informed
District Prepares “Bible” to Educate School Leadership Engaged /Accountable Targeted Information Reminders Delivered Visible Steering Committee (SC)
Community Patrons Informed SC Uses “Bible” to Promote Community Leadership Informed/Engaged Targeted Promotional Reminders Delivered FAC T B ASED E FFORT Architect/ Financial PR OMOT IONAL E FFORT
Vested Party Informers Non-Vested Patrons
Vested Voter Engagement
DISTRICT MATERIALS
Vested Voter Engagement
PAC MATERIALS
When do you think you start promoting a
millage election?
1 2 3 4 5 0% 0% 0% 0% 0% 0 of 5 1. At the beginning of the school year2. 8-12 weeks before election day
3. Day after last
millage election 4. Upon Board
approval
In your opinion, are Vote YES committees used more or less to educate the public about millage votes than 10 years ago?
1 2 3 0% 0% 0%
1. More
2. Less
3. The same as 10
years ago
0 of 5Social Media
What percentage of moms (vested voters)
use Facebook?*
1 2 3 4 0% 0% 0% 0% 0 of 51. 1 in 10
2. 4 in 10
3. 6 in 10
4. 9 in 10
*Facebook 2012Where do more Parents go Online to
get School Information?
1 2 0% 0%
1. District website
2. Facebook /
According to Ipsos North
America, a market research firm:
0 10 20 30 40 50 60 District website Facebook/Twitter 26% 57%
Did You Know…
1 in 9
pieces of content are shared on Facebook each month
30 billion
average tweets per day occur on Twitter
190 million
users are added to Twitter each day
500,000
Source: Facebook November 2012
people on the Earth are on Facebook
Lead, don’t follow. The
conversation will
happen, initiate it and
become the go-to
source for information.
“KNOW” Your Social Media Rules
Rule #1
Post regularly. Stay in
front of your followers.
“KNOW” Your Social Media Rules
Rule #2
Identify a team of
individuals to refute
negative posts.
“KNOW” Your Social Media Rules
Rule #3
Would you hire this individual?
1 2
0% 0%
Facebook Post:
…I tried to explain that the "facts"
and figures are false and that much of what is on the millage is not needed. Believe me, I do my best in conversations, but I have to be careful. I really would like to
have a job someday as a teacher in this district. :) LOL
0 of 5
1. Yes 2. No
Be the buzz around and
on election day. Send
calendar reminders to
vote.
“KNOW” Your Social Media Rules
Rule #4
I WENT OUT FOR A BOND
AND IT DID NOT PASS.
FIND OUT WHY IT FAILED
• In Person Surveys • Backpack flyers • Phone surveys • Online Surveys • Social MediaGENERAL RULES
• Upper 40’s – Apathy killed it
• Mid to lower 40’s – A divisive issue • Below 40 – Fundamentally flawed
WASHINGTON
CASE STUDY
First Election
• May 2011 Bond election
• $125 million for additions to high school,
junior high, and1 middle school; new elementary and one replacement elementary; miscellaneous repairs throughout
Why didn’t it pass?
Worst election cycle in 20 years Wrong plan for the community Not clear enough with needs
Second Election
• Nov. 2013 Bond election
• $195 million for new high school, partial
replacement of one elementary; miscellaneous repairs throughout
Why?
Simple, concise message
A vision and plan that energized the
community
Clear on consequences Better economy
OREGON
District Demographics
Resident population = 4,500
District enrollment = 1,130
Elementary School enrollment = 550 Junior High enrollment = 180
Millage History
4 Bond elections:
Nov. 2008 - $26.5 million
Nov. 2010 - $26.5 million (QSCB funds) May 2011 - $10.5 million (same cost) May 2012 - $10.5 million (passed by 9
May Success Rate • 2009: 2/4 Pass 50% • 2010: 2/3 Pass 67% • 2011: 6/12 Pass 50% • 2012: 5/6 Pass 83% • 2013: 4/10 Pass 40% Total: 19/35 Pass 54%
November Success Rate
• 2009: 2/3 Pass 67% • 2010: 1/8 Pass 11% • 2011: 0/2 Pass 0% • 2012: 4/6 Pass 67% • 2013: 2/11 Pass 18% Total: 9/30 Pass 30%
Election Results Since May 2009*
*: May 2009 was first since Measure 56, ending Oregon’s “double majority” requirement
The Plan
–
ALL STUDENTS BENEFIT
Safety at the elementary school
Phase 2 of the middle school
replacement
Safety, heat, and critical systems at
the High School
New Approach in 2012
Engaged wider planning group for buy-in
& volunteer force
Directly targeted information to vested
voters – overcome apathy
No yard signs, posters, or big rallies
They determined in a small rural
community, the campaign is different.
You have to not rile the “No” voter – get
EVERY vested voter to vote
Grass Roots
• Repeat back Q&A from planning
• Straight forward millage information
• Key message points
• Engaging Staff
• Educating parents
• Business community impacts AND benefits
• Which tools do OUR voters use
Victory in May 2012!
High School &
Elementary work near completion Middle school under
The “Know” Your Millage Do’s / Don’ts
Recruits strategically, organized, focused, proactive process.
Avoids summer and board
elections. Ideal time: Thanksgiving to Christmas. Fall is better than Spring
Lives by the 20-60-20 rule of school campaigns.
Educates the committee / public with tangible benefits of voting YES AND the consequences of a NO vote
Makes sure the ENTIRE school board is in support AND active in the
campaign.
Unorganized, reactionary process,
totally volunteer
Vote date is dictated by building occupancy need, construction time line or non-strategic decision
Focuses on one or both of the 20%
Focuses only on benefits of passage
Ignores the power of one Successful Unsuccessful
Runs a dual path campaign:
• Path one, run by the district, targets the vested voters
• Path two, run by bond committee targets patrons/community
Tax pain threshold is factored into solution and master plan
Scientifically knows what the community wants and expects
Ballot issue is “perceived” to be about education and kids
Builds “this project is a no brainer”
consensus prior to ballot vote.
Confident bond will pass prior to vote
Runs a single shotgun path campaign
Needs AND wants drive final solution
Assumes they know via public forums or word of mouth).
About admin, board, taxes, brick & mortar, or the construction costs
Predetermined solution and schedule drives ballot process
No clue if it will pass, buts lots of hope.
Successful Unsuccessful
THANK YOU!
Scott Rose, 503-274-2675, [email protected]