Yearly Archives: 2021


Academic Return-on-Investment (AROI) and School Improvement

Three years ago, we started working on an IES funded research project in collaboration with Dr. Fiona Hollands at Teachers College of Columbia University and Dr. Robert Shand at American University. The goal was to explore: 1) whether A-ROI metrics, developed as a compromise between rigor and practicality, can be used to improve decision-making regarding education programs, and 2) how to embed A-ROI results into district operations through a Cycle-based Budgeting model. This report shares our lessons learned from that project. https://www.jefferson.kyschools.us/sites/default/files/IES_AROI_Brief_3_Final_Dec_2021.pdf In this report, we talked about how we applied some of the lessons learned when developing a new version of our […]


CBB Toolkit Updates

Major updates were made to the Toolkit page. The page is now organized in five sections: Investment Tracking Tools Implementation Guides Decision Tools Conference Presentations Reports If you’d like to share your investment tracking forms and tools so that colleagues in other districts can benefit from your work, please contact me using the form below. Thanks!


End-of-cycle (EOC) Review

In this article, I explain what end-of-cycle review is about and how leaders can use the process to better manage program implementation and resource allocations. You might find this discussion on some key concepts of Cycle-based Budgeting helpful as a reference. You can also find an end-of-cycle review summary template with two examples on the CBB Toolkit page. End-of-cycle (EOC) is an opportunity created in cycle-based budgeting (CBB) to routinely scrutinize existing investment items for continuation and/or adjustments. When an item reaches its end of investment cycle, two things must take place. One is that the investment must be reviewed […]