Ad Hoc Committee on Progress Monitoring

Ad Hoc Committee on Progress Monitoring Meetings
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The priority for Fall 2025 is to conduct the ad-hoc committees on public engagement and progress monitoring, while the ad-hoc committee on board policy will begin in early 2026. Each committee will consist of three commissioners, have a defined scope and deliverables, and will ultimately make a recommendation to the entire Board.  The commissioner assignments for each ad-hoc committee are:

  • Progress Monitoring
    • Committee Chair: Commissioner Alexander
    • Committee Members: Vice President Huling, Commissioner Ray

Recommendations from the Ad-hoc Committee on Progress Monitoring

Over the course of the ad-hoc committee on progress monitoring, the committee learned about best practices for progress monitoring from other districts, other school boards, and the Council of Great City Schools. The committee drafted a recommendations document, which includes a gap analysis between best practices and current practices, as well as recommendations for improving the Board’s progress monitoring. At its May 19, 2026 regular meeting, the Board of Education discussed this document, including which recommendations might be prioritized for implementation.

Purpose

The purpose of this document is to provide recommendations for actions the Board and Superintendent can take to make progress monitoring more effective. This document also highlights the extent to which SFUSD’s progress monitoring is aligned to the expectations for effective progress monitoring as described by the Council of Great City Schools (CGCS).

Overview

Progress monitoring is an essential part of the Board’s student outcomes focused governance framework and the continuous improvement process. As discussed in this ad-hoc committee, effective progress monitoring has the following three major benefits:

  • Monitoring is a formative evaluation of the Superintendent
  • Monitoring is a culture creating opportunity
  • Monitoring is a resource alignment activity

This document will focus on recommendations for various components of progress monitoring. Some aspects of progress monitoring are overarching and foundational, while other aspects focus on the process of monitoring for a particular meeting. To make recommendations for both of these levels, the document is structured in the following way:

  1. Overarching / foundational components of progress monitoring
  2. Progress monitoring components that are geared toward one cycle of progress monitoring
    • Before a monitoring meeting
    • During a monitoring meeting

Each section below includes a gap analysis which describes best practices for each component of monitoring and the current state of the component. The recommendations address the gap between the best practices and current state.

1. Overarching / foundational components of progress monitoring

Gap Analysis

Component

Best Practice

Current State

Monitoring calendar

The Board spends half of its time monitoring student outcomes (e.g., every other meeting is focused on monitoring). 

The calendar specifies when goals will be monitored (aligned with data availability) for the duration of the multi-year goals. Goals should be monitored at least 4 times per year, while guardrails at least once (some districts put some guardrails on the consent agenda, when the Board feels a discussion is not needed). The calendar should include 1-2 interim goals per month.

Monitoring workshops include other Board business items.

The calendar includes Goal monitoring with the following frequency: Goal 1 (4x), Goal 2 (3x), and Goal 3 (3x), reflecting differences in the timing and availability of student outcomes data. Each Guardrail is monitored 1x per year, with Guardrail 3 separated into three monitoring sessions.

Staff and Board training

The monitoring calendar often identifies all trainings for the board, staff, and community. Prospective board members should receive training about SOFG / monitoring so any new commissioners can participate in monitoring asap.

Some training is happening for board and staff but there is not a coordinated calendar (e.g., CGCS trainings facilitated by AJ Crabill at various levels of district leadership)

Mapping strategies and initiatives

Development of a resource to ensure that all stakeholders - including Board members and staff - understand the district’s theory of action and how major initiatives, strategies, and resources map to the VVGGs. An effective mapping exercise could provide clarity about the inputs and outputs - and the hypothesized relationship between them. This would also help to identify what are the best/most appropriate things to monitor.

document that outlines the 2025-26 interim goals and guardrails

Continuous improvement

Plan for a future reflection cycle where stakeholders re-assess progress monitoring practices, including what has improved and what needs to change.

While continuous improvement has been informal, this ad-hoc committee on progress monitoring is a step toward institutionalizing the continuous improvement process.

Recommendations

  1. Increase the time and frequency the Board spends on progress monitoring (e.g., splitting monitoring over two meetings in a month, celebrating students at one meeting vs. reviewing reports at another, conducting monitoring workshops where monitoring is the sole focus of the meeting, etc.).
  2. Develop a monitoring calendar with the following characteristics:
    • Multi-year calendar for the duration of multi-year goals
    • Goals monitored as close to 4x per year (aligned to the availability of new student outcomes data)
    • Opportunities to monitor specific interim goals in a monitoring meeting (versus monitoring the full goal)
    • Consider if there are some Guardrail monitoring reports that could go on the consent agenda
  3. Conduct annual trainings on student outcomes focused governance / progress monitoring practices for the board, staff, and community
    • Add these trainings to the monitoring calendar
  4. During Spring 2026, lay the foundation for 2026-27 VVGG implementation, which would include:
    • Defining initiatives/strategies that operationalize the interim metrics
    • Review and recalibration of existing interim metrics
    • Align accountability structures
    • Establish routines for consistent and coherent implementation

2a. Before a monitoring meeting

Gap Analysis

Component

Best Practice

Current State

Report format

Report has the following qualities:

1) Goal - clearly shows the goal

2) Data - shows data for current and 3 previous periods

3) Interpretation - shows the Superintendent's current view of performance relative to goal

4) Evidence & Plan - shows the evidence of system performance, systemic root causes, strategic responses (including rationale), initiative statuses, and any needed next steps

(Some districts just have a comprehensive slide deck, not a separate written report.)

The structure is currently in place, but the “Evidence & Plan” section has challenges with implementation data collection which make it difficult to address all the components completely

Staff produce a written report and then transfer the information to a slide deck for the board meeting.

Ownership of report creation

The creation of the report is a team effort, but one person serves as a neutral coordinator (e.g., strategic innovation or chief of staff type role)

The Research Planning and Assessments (RPA) team develops the report template and supports initiative owners in preparing the report; however, there is not a clearly defined "neutral" chief of staff role responsible for ensuring cross-team development and overall report sign-off/quality

Technical and tactical questions

The Board asks all technical and tactical questions before the meeting (and staff responds in advance)

The board asks technical and tactical questions both before and during the monitoring meeting

Report quality and audience

The report sets up a Board conversation that is strategic, grounded in evidence, and focused on the classroom. The report has a “rigorous relationship with reality” and makes sense to principals and teachers

Reports vary in the ability to consistently ground the conversation in strategy, evidence, and classroom impact.

Connection to resource allocation

The report explains how resources are being re-aligned in line with the latest strategic thinking

Reports vary in the ability to consistently articulate the connections between initiatives and the allocation of resources.

Recommendations

  1. Develop the progress monitoring report as a slide deck (instead of written report and slide deck) 
    • The deck includes the main monitoring presentation focused on strategy, as well as an appendix that addresses technical and tactical questions
    • Ensure that data visualizations are clear and accessible 
  2. Identify a “neutral” chief of staff type role to coordinate cross-team development and quality of the report
    • This person would also be responsible for briefing the Superintendent so that the Superintendent is well-positioned to answer strategic questions about the report
  3. The Board submits written technical and tactical questions in advance of the meeting (Board members may also ask strategic questions in advance)
    • Staff address these questions before the meeting
  4. Conduct training and practice for Board members
    • Focus on the role of strategy in monitoring conversations, how to ask strategic and resource-alignment questions, and allow for practice

Date, Agenda, and Video Recording Link to this section

Ad Hoc Committee on Progress Monitoring
DateMeeting Details
11/06/2025Agenda
Video Recording
12-08-2025          Agenda
Video Recording                                 

01/20/2026

 

Agenda
Video Recording
04/21/2026Agenda
Video Recording

This page was last updated on June 11, 2026