QUALITY MANAGEMENT SYSTEM (QMS) SCHOOL-BASED EDUCATORS - for PRINCIPALS' ASSOCIATION MEETING Date: 21 February 2020 Venue: DBE
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QUALITY MANAGEMENT SYSTEM
(QMS)
for
SCHOOL-BASED EDUCATORS
PRINCIPALS’ ASSOCIATION MEETING
Date: 21 February 2020
Venue: DBE
Contents • Purpose • Background • What is QMS? • Differences – QMS & IQMS • Contents of CA 2 of 2014 • Key elements • Performance Standards • Principal appraisals • Disagreements and Grievances • Training and Capacity Building • Financial Implications • Recommendations
Purpose
To request the Principals’ Association meeting:
• to note ELRC Collective Agreement 02 of
2014 on the Quality Management System (QMS)
and its Addendum for school-based educators; and
• to note and discuss the QMS Management Plan for
2020 and 2021.
Background
• Collective Agreement 02 of 2014 on the Quality
Management System (QMS) for school-based educators was
approved by all parties at ELRC in November 2014.
• The agreement was finalised by the ELRC on 03 September
2019.
• An addendum to the agreement outlining the timeframes
for training, capacity building and implementation was
signed by all parties on 10 September 2020.
ELRC Collective Agreement 2 of 2014
LINK TO COLLECTIVE AGREEMENT 2 OF 2014 The QMS Collective Agreement and its Addendum are available on the ELRC website and can be downloaded through the links below: a) QMS Collective Agreement: https://www.elrc.org.za/sites/default/files/documents/CA%202%2 0of%202014-compressed.pdf b) QMS Addendum: https://www.elrc.org.za/sites/default/files/documents/Addendum %20to%20CA%202%20of%202014.pdf
What is the QMS? • The QMS, which was developed collaboratively in the ELRC by the department and teacher unions, is a streamlined performance management system designed to measure the performance of educators in line with their respective roles and responsibilities. • It has delinked the PGP which formed part of the IQMS framework. This avoids duplication as the professional development of educators is addressed through structures provided in the Integrated Strategic Framework for Teacher Education and Development (ISPFTED). • The QMS introduces a work plan which must be completed and signed by Principals, Deputy Principals and Heads of Departments with their immediate supervisors. The Circuit Manager has a pivotal role in agreeing on a workplan with principals with clear annual targets for improvement. The work plan did not feature in the IQMS.
Differences between QMS and IQMS • Educator appraisals in the IQMS are conducted annually. The QMS introduces a mid-year educator appraisal followed by an annual appraisal. • The DSG was responsible for educator appraisal and development in the IQMS. The QMS strengthens the role of the SMT who are required to conduct the performance appraisals of educators, including classroom observations. • The number of Performance standards for educators in each post level has been reduced and the criteria for each performance standard focus on the deliverables within a school. • The process will now be driven by the principal and managed by the SMT, and not the elected SDT.
Contents of Collective Agreement
Section Description Page
A Information Resource Pack 6
B QMS Appraisal Instruments (Post Level 1) 21
C QMS Work plan and Appraisal 32
Instruments for PL 2 Educators (Heads of
Departments)
D QMS Work plan and Appraisal 46
Instruments for PL 3 (Deputy Principals)
E QMS Work plan and Appraisal 65
Instruments for PL 4 (Principals)
F • Summative scores for school 85
• Lesson observation instrumentPerformance Standards
Creation of a
positive
learning
environment
Extra-mural Curriculum
and co- knowledge,
curricular lesson
participation planning and
Post presentation
Level 1
Learner
Professional assessment
conduct and
achievementPerformance Standards (PL 1)
No. of No. of
Performance Standard
Criteria descriptors
1. Creation of a positive learning environment 2 7
2. Curriculum knowledge, lesson
4 12
planning and presentation
3. Learner assessment and achievement 3 7
4. Professional conduct 2 9
5. Extra-mural and co-curricular
1 3
participation
Total 12 38
Maximum Score = 152
Classroom Observation: Performance Standards 1 - 3
ELRC Collective Agreement Number 2 of 2014 (pages 29-33)Performance Standards: Departmental Head – PL 2
Creation of a
positive
learning
environment
Curriculum
knowledge,
Management lesson
of Curriculum planning and
presentation
POST
LEVEL 2
Extra-mural Learner
and co- assessment
curricular and
participation achievement
Professional
conductPerformance Standards (PL 2)
No. of No. of
Performance Standard
Criteria descriptors
1. Creation of a positive learning environment 2 7
2. Curriculum knowledge, lesson
4 12
planning and presentation
3. Learner assessment and achievement 3 7
4. Professional conduct 2 9
5. Extra-mural and co-curricular
1 3
participation
6. Management of the curriculum 4 19
Total 16 57
Maximum Score = 228
Classroom Observation: Performance Standards 1 - 3
ELRC Collective Agreement Number 2 of 2014 (pages 41-46)Leading the
learning
school
Management Shaping the
and advocacy of direction and
extra-mural development
activities of the school
Principal /
Managing
Deputy Managing
human Principal quality and
resources securing
(staff) in the accountability
school
Developing
Managing the and
school as an empowering
organization self and othersPerformance Standards
(Deputy Principal)
No. of No. of
Performance Standard
Criteria descriptors
1. Leading the learning school 2 13
2. Shaping the direction and development of the
2 6
school
3. Managing quality and securing accountability 2 5
4. Developing and empowering self and others 2 4
5. Managing the school as an organization 3 5
6. Managing human resources (staff) in the school 1 2
7. Management and advocacy of extra-mural
1 2
activities
Total 13 37
Maximum Score = 148
Classroom Observation: Performance Standard 1 (Criterion 1)
ELRC Collective Agreement Number 2 of 2014 (pages 56-65)Performance Standards (Principal)
No. of No. of
Performance Standard
Criteria descriptors
1. Leading the learning school 2 15
2. Shaping the direction and development of the
2 13
school
3. Managing quality and securing accountability 2 11
4. Developing and empowering self and others 2 9
5. Managing the school as an organization 3 14
6. Managing human resources (staff) in the school 1 5
7. Management and advocacy of extra-mural
1 4
activities
Total 13 71
Maximum Score = 284
Classroom Observation: Performance Standard 1 (Criterion 1)
ELRC Collective Agreement Number 2 of 2014 (pages 75-85)Principal appraisals
• The appraisal instrument provides a weighting to
differentiate the appraisal of principals according to
their teaching load.
• The weighting applies to principals who teach 30%
or more of the scheduled teaching time and those
who teach for less than 30% of the scheduled
teaching time.Disagreements and Grievances Disagreements and Grievances resolved at: •School Level; •Circuit Level; and •ELRC dispute resolution process.
Training and Capacity Building
Technical Task Team
• A QMS Technical Task Team was formed by the ELRC engaged in the
development of training resources and planned for capacity building and
implementation. Training resources are in electronic form and will be placed
on the DBE / Teacher Union websites.
• An Addendum to the Collective Agreement states that training and capacity
building on the QMS across all PEDs will take in 2020 while full
implementation in schools will occur in January 2021.
• A training strategy and roll-out management plan has been developed. The
key features of the training strategy are:
o Training in PEDs will be undertaken by a Provincial Training Team (PTT)
using a set of resources developed at National level; and
o All school based educators will be trained from April 2020 to September
2020. The duration of each training session will be 4-5 hours.TRAINING PLANS
• National and Provincial Training Teams (NTT / PTT) comprising departmental
officials as well as teacher union representatives have been established.
• Composition of NTT (147):
Province District Officials Labour
• 3 per Head Office (27) 1 per District (75) 5 per Province (45)
(3 SADTU + 2 ATU)
• Composition of PTT (1 464):
District officials Circuit Managers Labour
1 per District (75) 1 per Circuit (1014) 5 per District (375)
(3 SADTU + 2 ATU)
• The PTT is responsible for the advocacy and training of all educators in schools
through direct-contact sessions or video conferencing.TRAINING PLANS (cont.)
Training of Educators by Provincial Training Team
Total number of
No. of
training sessions No. of
Training
made up of 50 Teams
Number of No. of PTT: Total No. Sessions/
Province educators per [3
schools Educators of Facilitators Days for 3
session (Total Facilitators
Trainers per
No. Educators ÷ per team]
team
50)
Eastern Cape 5 236 59 324 286 1 186 95 12
Free State 1 155 22 640 81 453 27 17
Gauteng 2 068 69 180 263 1 384 88 16
KwaZulu-Natal 5 788 90 288 275 1 806 92 20
Limpopo 3 794 51 640 201 1 033 67 15
Mpumalanga 1 773 33 681 92 674 31 22
North West 1 455 26 128 93 523 31 17
Northern Cape 545 10 227 61 205 20 10
Western Cape 1 441 35 681 112 714 37 19
Total 23 255 398 789 1 464 7 976 488 148TRAINING DATES
• The scheduled dates for training of the Core and National Training Team
members who were nominated by PEDs are as follows:
Team / Province Dates
Core Training Team (Lead Trainers) 18-19 February 2020
National Training Team:
a) Cluster 1 (Free State, KwaZulu-Natal and 27-28 February 2020
Mpumalanga)
b) Cluster 3 (Gauteng, Limpopo and North
West)
a) Cluster 2 (Eastern Cape, Northern Cape 02-03 March 2020
and Western Cape)MANAGEMENT PLAN 2020
ACTIVITY TIME-FRAME RESPONSIBILITY
Issue notification of QMS training to schools 16 Mar 2020 PEDs
Training of PTT End date 31 Mar NTT / PEDs /
2020 PELRC
Confirmation of clusters/groups and dates / 1 April 2020 PEDs / PELRC
training venues for school-based educators
Monitor and report on QMS training 1 Mar - 30 Sep 2020 NTT
DBE
ELRC
QMS training of school-based educators 1 Apr – 30 Sep 2020 PTTs
Readiness of PEDs for QMS implementation 30 Sep 2020 DBE / PEDs
Mop up training of educators 30 Oct 2020 PTT
Completion of draft workplans for 2021 in 30 Nov 2020 Principals/SMTs
schools
Progress reports Monthly - 2020 PEDs / PELRCFinancial Implications • The total budget required for the roll-out of the training strategy so that every educator is ready for implementation of QMS in January 2021 is R 121 million. • The cost of training will be the joint responsibility of the ELRC, PEDs and DBE. • PEDs were requested to submit their QMS training plans to their Skills Development Committees to enable funding from the provincial Skills Levy Budget. • The ELRC has taken responsibility to fund the training of the Core (30) and the National Training Team (147).
Recommendation
It is recommended that the Principals’ Association
meeting:
• notes the ELRC Collective Agreement 02 of
2014 on the Quality Management System (QMS)
and its Addendum for school-based educators; and
• notes and discusses the QMS Management Plan for
2020 and 2021.You can also read
