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Service Areas:

Anti-Racism/DEI
Data Strategy & Governance
Implementation
Improvement Design
Organizational Assessment
Performance Management
Stakeholder Engagement
Strategic & Action Planning
Training

Akron, OH

Summit County

Equity Audit & Plan

UPD completed an equity assessment of the County government and then facilitated the development of Action Plans for their priority strategies.

Service Areas: Anti-Racism/DEI, Organizational Assessment, Stakeholder Engagement, Strategic & Action Planning

Albany, NY

New York State Department of Education

NYSED Principal Evaluation Training

UPD was engaged to provide training to principal evaluators from districts throughout the state in the new educator evaluation system developed by the state under Race to the Top.

Service Areas: Training

New York State Department of Education

Performance Management for Race to the Top States

UPD was a technical assistance provider for the US Department of Education’s Reform Support Network. In addition to creating training and technical assistance artifacts for ED, UPD worked simultaneously with the state education agencies of Colorado, Illinois, Florida, Louisiana, Maryland, New York, and Tennessee.

Service Areas: Implementation, Performance Management, Training

Annapolis, MD

Maryland Department of Education

Longitudinal Data Coaching Project

UPD developed scripts for four training modules to provide guidance for teachers, principals and district administrators in the effective use of longitudinal data to support academic improvement.

Service Areas: Data Strategy & Governance, Performance Management, Training

Maryland Department of Education

Performance Management for Race to the Top States

UPD was a technical assistance provider for the US Department of Education’s Reform Support Network. In addition to creating training and technical assistance artifacts for ED, UPD worked simultaneously with the state education agencies of Colorado, Illinois, Florida, Louisiana, Maryland, New York, and Tennessee.

Service Areas: Implementation, Performance Management, Training

Austin, TX

EdFi Alliance

Teacher Preparation Data Model

Developed Teacher Preparation Data Model and released to the Ed-Fi Exchange. UPD continue to support maintenance and upgrades to the TPDM.

Service Areas: Data Strategy & Governance, Improvement Design, Stakeholder Engagement

Michael and Susan Dell Foundation

Data Governance for Michael and Susan Dell Foundation Grantees

Created and facilitated a bootcamp for new MSDF LEA and charter grantees to help them develop a data governance practice in support of their Ed-Fi implementations. Work also included one-on-one coaching sessions with each LEA/charter and a community of practice for all grantees in the cohort.

Service Areas: Data Strategy & Governance, Training

Ed-Fi Alliance

Data Governance for the Teacher Preparation Data Model

Created and facilitated a virtual bootcamp for educator preparation programs implementing or interested in the Teacher Preparation Data Model. Work also included one-on-one coaching sessions with each EPP.

Service Areas: Data Strategy & Governance, Training

Baltimore, MD

Center for Urban Families

Strategic Planning and Program Design

UPD completed a thorough exploration of CFUF’s Couples Advancing Together program using Design Thinking methods for stakeholder engagement, creating a series of recommendations for program design and implementation to strategically expand the program.

Service Areas: Improvement Design, Organizational Assessment, Stakeholder Engagement, Strategic & Action Planning

Baltimore City Public Schools

Student Information System RFP

UPD Consulting conducted requirements gathering and wrote the district’s request for proposals or a new student information system.

Service Areas: Data Strategy & Governance, Implementation

Baltimore County Public Schools

Enrollment Projection Process Review

UPD reviewed BCPS’s student enrollment projection and school boundary change processes and made recommendations for improvements.

Service Areas: Data Strategy & Governance, Strategic & Action Planning

Baltimore Montessori Public Charter School

Montessori Pro-Bono Data Project

UPD assisted Baltimore Montessori in developing a tool to measure the school’s success including a stakeholder survey and platform to record and analyze the data, a formulaic way to compare student achievement with external factors, and the creation of a tool that tracks the success of former students of BM.

Service Areas: Data Strategy & Governance, Implementation, Performance Management, Strategic & Action Planning

Mount Washington Elementary/Middle Schools (pro bono)

Strategic Goals Setting

UPD worked with Mt. Washington Elementary/Middle School to develop goals and actionable next steps for their new strategic plan.

Service Areas: Strategic & Action Planning

Harbor Bank

New Markets Tax Credit Application

UPD developed a strategy for Harbor Bank to combine its private sector commercial lending activities with the Baltimore Empowerment Zone’s quasi-public lending initiatives to generate deal flow for the bank’s federal allocation of New Markets Tax Credits.

Service Areas: Improvement Design, Strategic & Action Planning

Empower Baltimore Management Corporation (EBMC)

Business Plan Development

UPD designed a private sector financing structure that would leverage public guarantees to raise large amounts of private capital for loans to businesses that have traditionally had difficulty accessing capital.

Service Areas: Improvement Design, Strategic & Action Planning

Parks & People Foundation

Strategic Plan

UPD worked with PPF to create a three-year strategic plan for the non-profit.

Service Areas: Organizational Assessment, Stakeholder Engagement, Strategic & Action Planning

Baltimore Community Foundation

Strategic Plan

BCF engaged UPD Consulting to develop a five-year strategic guide, including an operational assessment and stakeholder engagement sessions.

Service Areas: Anti-Racism/DEI, Organizational Assessment, Stakeholder Engagement, Strategic & Action Planning

Baltimore Department of Housing and Community Development

DHCD Organizational Structure Plan

UPD supported the new Commissioner of DHCD in creating a new organizational structure when the agency was split from the Housing Authority in 2017.

Service Areas: Improvement Design, Organizational Assessment, Strategic & Action Planning

Fannie Mae

School-Centered Housing Response (SCHORE) Model Development

Created a school-centered housing model in partnership with Baltimore Department of Housing and Community Development, Baltimore City Schools, and citywide steering committee.

Service Areas: Anti-Racism/DEI, Improvement Design, Stakeholder Engagement, Strategic & Action Planning

Bill & Melinda Gates Foundation, GovEx

Connected Data for Economic Mobility Convening

UPD designed and facilitated a two-day convening of city and county economic mobility professionals to develop use cases in support of connecting data (interoperability) to answer big questions around economic mobility.

Service Areas: Data Strategy & Governance, Stakeholder Engagement

Baton Rouge, LA

Louisiana State Department of Education

Performance Management for Race to the Top states

UPD was a technical assistance provider for the US Department of Education’s Reform Support Network. In addition to creating training and technical assistance artifacts for ED, UPD worked simultaneously with the state education agencies of Colorado, Illinois, Florida, Louisiana, Maryland, New York, and Tennessee.

Service Areas: Implementation, Performance Management, Training

Louisiana State Department of Education

Preschool Development Grant Strategy Support

Lead strategy development and research to support the addition of home-based child care businesses in the state’s policies and incentive systems.

Service Areas: Improvement Design, Stakeholder Engagement, Strategic & Action Planning

Boston, MA

Massachusetts Department of Elementary and Secondary Education

ADEI Professional Learning Series

UPD Consulting is providing a multi-year professional learning series for 350+ instructional staff and program leaders from organizations that provide adult education services across the state, focused on the institutional and individual practices impacting equity and opportunity in their organizations and classrooms.

Service Areas: Anti-Racism/DEI, Training

Buffalo, NY

Buffalo Public Schools: Say Yes to Education

Restructuring Central Administration

Service Areas: Improvement Design, Organizational Assessment, Strategic & Action Planning

Cambridge, MA

Cambridge Public Schools

COVID-19 Tiger Team Support

Supported community group facilitation and planning in preparation for SY2020-2021 during the COVID-19 pandemic.

Service Areas: Anti-Racism/DEI, Stakeholder Engagement, Strategic & Action Planning

Charleston, SC

Charleston County Public Schools

Student Learning Objectives Design and Implementation

UPD was engaged to lead the development of a Student Learning Objectives model for the district’s multi-dimensional educator evaluation framework. In addition, UPD designed, developed, and launched a data system for housing and displaying all teacher and administrator evaluation data.

Service Areas: Data Strategy & Governance, Implementation, Improvement Design

Charleston County School District

Charleston Educator Evaluation

UPD led the design of a student learning objective process and developed training for teachers and administrators.

Service Areas: Improvement Design, Stakeholder Engagement, Training

Charlotte, NC

Charlotte-Mecklenburg Public Schools

Continuous Improvement Implementation & Training Support

Charlotte Mecklenburg Schools (CMS), in partnership with Read Charlotte, funded UPD to implement a continuous improvement process using data to support and improve upon each of six pilot elementary school’s early literacy strategies (kindergarten through third grade).

Service Areas: Data Strategy & Governance, Performance Management, Training

Chicago, IL

Chicago Public Schools

Implementation of Educator Evaluation Data System

UPD managed the installation and implementation of a new Reflect & Learn data system for CPS’s teacher evaluation model including design, development, testing, and training.

Service Areas: Data Strategy & Governance, Implementation, Stakeholder Engagement, Training

Illinois State Board of Education

Inter-district Network Design and Facilitation

UPD provided process design support, facilitator training, and coaching support for the development and launch of the state’s regional district networking meetings for the 35 Race to the Top districts.

Service Areas: Implementation, Training

True North Logic

Chicago Performance Management

UPD was engaged to manage the implementation of a new educator evaluation IT system for Chicago Public Schools. The project consisted of a pilot, followed by a district wide rollout and end user support.

Service Areas: Data Strategy & Governance, Implementation, Stakeholder Engagement, Training

Illinois State Board of Education

Performance Management for Race to the Top states

UPD was a technical assistance provider for the US Department of Education’s Reform Support Network. In addition to creating training and technical assistance artifacts for ED, UPD worked simultaneously with the state education agencies of Colorado, Illinois, Florida, Louisiana, Maryland, New York, and Tennessee.

Service Areas: Implementation, Performance Management, Training

Illinois Board of Higher Education

Statewide Strategic Plan

UPD is engaged by IBHE to provide technical assistance to a newly formed Advisory Council, conduct extensive stakeholder engagement throughout the state of Illinois, and facilitate the development of an equity-focused statewide strategic plan for higher education.

Service Areas: Anti-Racism/DEI, Stakeholder Engagement, Strategic & Action Planning

Acero Schools

Strategic Plan

UPD supported Acero Schools in an organizational assessment and strategic planning process as the organization looked to expand its operations.

Service Areas: Organizational Assessment, Stakeholder Engagement, Strategic & Action Planning

Cleveland, OH

Cleveland Metropolitian School District

System Design and Requirements Gathering

UPD conducted requirements gathering for a student information system through a series of stakeholder engagement techniques with teachers, administrators, students, and parents.

Service Areas: Data Strategy & Governance, Implementation, Stakeholder Engagement

Cleveland Metropolitian School District

eSchool+/Ed-Fi Implementation

CMSD contracted UPD to implement Ed-Fi. The project is divided into two Phases. The goal of Phase I is to provide the district with a sample of the “out-of-the-box” Ed-Fi solution which includes only a subset of the total metrics and dashboards. In Phase II, CMSD intends to continue development and customize the solution as needed.

Service Areas: Data Strategy & Governance, Implementation, Stakeholder Engagement

Cleveland Metropolitian School District

Data Diagnostic

UPD conducted a three-month data diagnostic to identify data system challenges, strengths and gaps.

Service Areas: Data Strategy & Governance, Organizational Assessment, Strategic & Action Planning

Cleveland Metropolitian School District

HR/Finance RFP Project Management

UPD developed a thorough set of requirements designed and dictated by CMSD needs, functional areas, and IT policies for a new integrated HR/Finance system RFP and supported CMSD through the vendor selection process.

Service Areas: Implementation, Improvement Design

Cleveland Metropolitian School District

School Choice Portal

UPD provided project management and technical support to CMSD to improve the School Choice portal, the system that allows parents and guardians to research schools and make an informed choice on where their children will attend school.

Service Areas: Implementation

Cleveland Metropolitian School District

Attendance Boundary Policy

UPD was engaged to help CMSD update their current information on school boundaries, home schools, and the process by which they update these pieces of information to support school planning and school choice.

Service Areas: Implementation, Strategic & Action Planning

Cleveland Metropolitian School District

SIS RFP & Selection

UPD managed the requirements gathering and vendor selection process for the development of a new student information system vendor.

Service Areas: Implementation

Cleveland Transformation Alliance

Strategic Planning and Project Management

UPD supported the Alliance in a comprehensive review of their projects, deadlines, and grant mandates to develop an overall strategy for completing the projects. The work involved the creation of a master schedule that provided a visual reference and pacing guide.

Service Areas: Implementation, Stakeholder Engagement, Strategic & Action Planning

Cuyahoga Municipal Housing Authority

Performance Management Metrics Setting

CMHA engaged UPD to identify key performance metrics that would be used to guide the implementation of the agency’s strategic plan through a performance management model.

Service Areas: Performance Management

Cleveland Metropolitan School District

Teacher Development and Evaluation System Data Analysis

UPD worked with CMSD to create a monthly analysis reporting process on teacher observation data produced through their Teacher Development and Evaluation System.

Service Areas: Data Strategy & Governance, Implementation, Improvement Design, Performance Management

Cleveland, OH,

Cleveland Metropolitan School District

SLO Process Development

UPD was engaged to develop a comprehensive project plan for all workstreams under the Teacher Development and Evaluation System (TDES) including a process for the Student Learning Objectives.

Service Areas: Data Strategy & Governance, Implementation, Strategic & Action Planning

College Station, AR

College Station

Business Plan Development

UPD designed a new community development revolving loan fund for small and micro loans to businesses impacted by a tornado that struck College Station. The model leveraged a $250,000 grant provided by HUD with private sector capital from commercial banks and private corporations for the creation of the fund.

Service Areas: Improvement Design, Strategic & Action Planning

Columbia, SC

South Carolina Department of Education

South Carolina Department of Education

UPD provided the SCDE with technical and managerial support resources to develop the data warehouse based on open source data standards and model.

Service Areas: Data Strategy & Governance, Implementation

Dallas, TX

Dallas County Promise

Continuous Improvement Coaching

In 2021, UPD provided a four-session series of hands-on professional learning sessions and coaching for the core team at Commit Dallas, focused on practical opportunities for addressing ADEI challenges in the practical work of continuous improvement.

Service Areas: Anti-Racism/DEI, Training

Denver, CO

Colorado Department of Education

Performance Management for Race to the Top States

UPD was a technical assistance provider for the US Department of Education’s Reform Support Network. In addition to creating training and technical assistance artifacts for ED, UPD worked simultaneously with the state education agencies of Colorado, Illinois, Florida, Louisiana, Maryland, New York, and Tennessee.

Service Areas: Implementation, Performance Management, Training

Colorado Education Initiative

Continuous Improvement Coaching

UPD provided coaching, thought-partnership, and facilitation support for the Colorado Education Initiative over the course of four months as they worked with teams from three local districts participating in the Measures for Continuous Improvement project.

Service Areas: Performance Management, Training

Doylestown, PA

Pennsylvania Department of Education

ARL Data Protocol

Academic Resource Liaisons (ARLs) support improvement in all of the state’s priority schools. UPD was engaged to help analyze critical data, train ARLs in a process for using that data, and observe the in-person work with principals.

Service Areas: Performance Management, Training

Edinburg, Texas

Univerity of Texas Rio Grande Valley

UTRGV TPDM and Dashboard

Put actionable and timely data into the hands of UTRGV program stakeholders for the purpose of continuous improvement and serve as a model for implementing a data standard and integrated data system that can be shared with other prep programs.

Service Areas: Data Strategy & Governance, Implementation, Stakeholder Engagement

Hartford, CT

Hartford Public Schools

Continuous Improvement Capacity Building

Beginning in August 2020, the UPD team supported the Superintendent and Cabinet of Hartford Public Schools (CT) to develop its Strategic Plan for key district priorities, as well as providing action planning and data capacity-building support for key priority team members.

Service Areas: Performance Management, Strategic & Action Planning, Training

Hilo, HI

Ka Umeke Charter School

SchoolStat Implementation

UPD designed, led, and supported ongoing implementation of a network-wide strategic vision, teacher coaching & evaluation framework, aligned professional development, and data systems use, all grounded in native Hawaiian language, culture, and values and resulting in improved teacher practice and systems alignment.

Service Areas: Performance Management, Training

Honolulu, HI

Hawaii Department of Education

Educator Evaluation System

UPD worked with the Hawaii Department of Education to design and implement a new teacher and principal evaluation system for the 254 schools in the state of Hawaii.

Service Areas: Data Strategy & Governance, Implementation, Improvement Design, Organizational Assessment, Stakeholder Engagement, Strategic & Action Planning

Hawaii State Public Charter School Commission

SchoolStat Training

UPD conducted SchoolStat trainings for teachers and administrators that included interactive simulations and role playing exercises.

Service Areas: Performance Management, Training

Houston, TX

City of Houston, TX

Round III Empowerment Zone Application

UPD coordinated the development of a capital access strategy for Houston’s Round III federal Empowerment Zone application to the US Department of Housing & Urban Development.

Service Areas: Improvement Design, Stakeholder Engagement, Strategic & Action Planning

Indianapolis, IN

Indianapolis Public Schools, the Fairbanks Foundation

Teacher Data Process Improvement

Supported teacher preparation coordinator in defining theories of action, defining metrics to measure progress and align data systems to help generate those metrics. Work also resulted in significant time-saving automation of student teacher matching and contracting processes.

Service Areas: Data Strategy & Governance, Implementation, Improvement Design, Strategic & Action Planning

Jersey City, NJ

Jersey City Public School System

Strategic Plan

UPD facilitated the development of a three-year strategic plan for Jersey City Public Schools.

Service Areas: Organizational Assessment, Stakeholder Engagement, Strategic & Action Planning

New Jersey Department of Education

ICF RSN SLO Implementation

UPD supported the state in developing a district toolkit and other strategies to sustain student growth objectives (one measure of their ACHIEVE statewide teacher evaluation system) and position SGOs as an instructional initiative rather than an evaluative measure.

Service Areas: Data Strategy & Governance, Implementation, Improvement Design, Stakeholder Engagement, Training

Kansas City, MO

Kansas City Housing and Economic Development Financial Corporation

Organizational Review

UPD conducted a complete organizational and program review of the quasi-public non-profit corporation that manages all housing production activities for Kansas City, MO. The project included an action plan for improving the performance of HEDFC’s loan and investment programs including changes to its loan programs, its portfolio management practices, and its staffing models.

Service Areas: Improvement Design, Organizational Assessment, Stakeholder Engagement, Strategic & Action Planning

Lake County, FL

Bill & Melinda Gates Foundation

Florida Improvement Network

Over the course of two years, UPD worked with four districts in Florida establishing a performance management process for the implementation of the Florida Core Standards and managing community of practice network among the four districts.

Service Areas: Improvement Design, Organizational Assessment, Training

Las Vegas, NV

Nevada Department of Education

School Improvement Redesign

UPD facilitated school district leaders from across Nevada and the Nevada Department of Education (NDE) in a collaborative design-thinking process to to improve the statewide school and district improvement tools and processes. UPD is also supporting statewide implementation and roll-out.

Service Areas: Implementation, Improvement Design, Stakeholder Engagement, Training

Lee County, FL

Lee County Public Schools

Strategic Plan

UPD coordinated the development of a new 3-year strategic plan for the School District of Lee County including an intensive stakeholder engagement process to identify the district’s needs, strengths, opportunities, and challenges.

Service Areas: Organizational Assessment, Stakeholder Engagement, Strategic & Action Planning

Lexington, KY

Fayette County Public Schools

Comprehensive Organizational Assessment

UPD was part of a team that conducted a district-wide assessment to identify areas of strength, weaknesses, and opportunities as a precursor to a full strategic planning process.

Service Areas: Organizational Assessment, Stakeholder Engagement, Strategic & Action Planning

Little Rock, AR

Pulaski County (Arkansas) Enterprise Community Alliance

Business Plan Development

UPD designed a program to address the credit access problems facing small and micro businesses and developed a business plan for funding discussions with commercial banks in the area.

Service Areas: Improvement Design, Strategic & Action Planning

Long Beach, California

California State University

CSU TPDM and Dashboard

Put actionable and timely data into the hands of UTRGV program stakeholders for the purpose of continuous improvement and serve as a model for implementing a data standard and integrated data system that can be shared with other prep programs.

Service Areas: Data Strategy & Governance, Stakeholder Engagement

Louisiana (Statewide)

Louisiana State Department of Education

Formative Learning to Improve Instruction: The Louisiana ELA Content Leader Program

UPD led a formative learning project around the impact of the ELA Content Leader Program through interviews, classroom observations, program document review and analysis of student outcome data. Recommendations led to shifts that increased impact of many of LDOE’s teacher leader programs.

Service Areas: Organizational Assessment, Performance Management

Lubbock, Texas

US PREP

US PREP TPDM and Dashboard

Members of US PREP will have access to a common US PREP data dashboard that allows for meaningful and reasonable customizations. Data will be used to visualize key performance indicators that will be used to make programmatic decisions and improvements on a day-to-day basis.

Service Areas: Data Strategy & Governance, Implementation, Performance Management, Stakeholder Engagement

Maroa, IL

Maroa-Fosyth School District

School Improvement Assessment (math focus)

UPD conducted a k-8 math-focused assessment for this small, rural district in support of school improvement planning.

Service Areas: Organizational Assessment

Memphis, TN

Shelby County Schools

Ed-Fi Implementation

UPD developed Ed-Fi dashboards with a compatible data warehouse including custom talent management dashboards with real time data in a central location. The engagement included user adoption training to ensure long-term use of the new system.

Service Areas: Data Strategy & Governance, Implementation, Training

Shelby County Schools

Early Warning System Implementation

UPD developed an early warning system that included a custom statistical model enabling the district to predict the likelihood of on-time graduation for students. The EWS shows risk predictions at the student level and provides aggregate data for each school and the entire district.

Service Areas: Data Strategy & Governance, Implementation, Performance Management

Shelby County Schools

SchoolStat Implementation

UPD was engaged to organize and deliver the SchoolStat performance management processes for central office functions and provide job-embedded training to the leadership team members and their core staff to enable them to set up and lead SchoolStat sessions independently.

Service Areas: Performance Management, Training

Shelby County Schools

Ed-Fi Training and User Adoption

UPD worked with SCS to implement a custom Ed-Fi solution including dashboards for talent management, an early warning system, and a data usage module. In order to ensure everyone at Shelby was prepared to use Ed-Fi to the best of their ablilities, we facilitiated training programs and implemented strategies to encourage user adoption of Ed-Fi.

Service Areas: Data Strategy & Governance, Implementation, Training

Miami, FL

Bill & Melinda Gates Foundation

Florida Improvement Network

Over the course of two years, UPD worked with four districts in Florida establishing a performance management process for the implementation of the Florida Core Standards and managing community of practice network among the four districts.

Service Areas: Improvement Design, Organizational Assessment, Training

Nashville, TN

Vanderbilt University

Data Use Training for Principals

With funding from the Gates Foundation, UPD provided data use training to support principals in using teacher effectiveness data to best support teachers and guide human capital decisions in their schools.

Service Areas: Data Strategy & Governance, Training

Tennessee State Department of Education

Performance Management for Race to the Top states

UPD was a technical assistance provider for the US Department of Education’s Reform Support Network. In addition to creating training and technical assistance artifacts for ED, UPD worked simultaneously with the state education agencies of Colorado, Illinois, Florida, Louisiana, Maryland, New York, and Tennessee.

Service Areas: Implementation, Performance Management, Training

New York, New York

Relay GSE

Relay TPDM and Dashboard

Integrate data from multiple systems and partners to obtain a full picture of teacher candidates’ progress and to identify improvement strategies for Relay. Through this project Relay will improve program leadership utilizing data to continually improve the quality of teacher preparation and outcomes for all teacher candidates.

Service Areas: Data Strategy & Governance, Implementation, Improvement Design, Stakeholder Engagement

New York, NY

New York City Department of Education

Feedback Process Design

UPD provided the NYCDOE with a series of recommendations for legitimizing a culture of feedback and goal setting in Central offices.

Service Areas: Improvement Design, Performance Management

America Achieves

Project Management

UPD provided project management, strategy and direct outreach support to America Achieves to identify and recruit schools to participate in the OECD Test for Schools.

Service Areas: Implementation, Performance Management

The Future Project

Continuous Improvement Implementation

UPD supported TFP in reshaping the systems and processes that collect and analyze data, developed easy-to-maintain dashboards on key metrics, and worked with the staff to build out a clear continuous improvement structure to take action on the data.

Service Areas: Data Strategy & Governance, Improvement Design, Organizational Assessment, Performance Management

NYC Department of Education

Performance Management Training

UPD partnered with the Office of the Deputy Chancellor in the planning and launch of EduStat, the department’s performance management process. UPD designed and delivered a series of trainings for approximately 75 participants in their new process.

Service Areas: Performance Management, Strategic & Action Planning, Training

Newark, NJ

Newark Workforce Investment Board

System Implementation Plan and RFP Development

UPD was engaged to develop system requirements and an RFP for a data warehouse, metric dashboard, and query tool as part of the US Department of Labor’s Workforce Innovation Fund grant.

Service Areas: Data Strategy & Governance, Implementation, Improvement Design, Stakeholder Engagement

Oklahoma City, OK

CCSSO

Teacher Preparation Program Data Integration Plan

UPD was engaged to identify the state-level data that educator preparation programs would like to access to better understand the outcomes of their graduates now working as in-service teachers in Oklahoma public schools.

Service Areas: Data Strategy & Governance, Organizational Assessment, Stakeholder Engagement

Omaha, NE

Omaha Public School Board

Strategic Planning

UPD coordinated the development of a five-year strategic plan and then supported its implementation with a SchoolStat performance management process.

Service Areas: Data Strategy & Governance, Implementation, Organizational Assessment, Performance Management, Stakeholder Engagement, Strategic & Action Planning

Owings Mills, MD

Garrison Forest Association Ltd.

Site Development Evaluation

Conducted an evaluation of the land use, zoning, traffic and economic development implications of the proposed Solo Cup Site Redevelopment.

Service Areas: Strategic & Action Planning

Palm Beach, FL

Bill & Melinda Gates Foundation

Florida Improvement Network

Over the course of two years, UPD worked with four districts in Florida establishing a performance management process for the implementation of the Florida Core Standards and managing community of practice network among the four districts.

Service Areas: Improvement Design, Organizational Assessment, Training

School District of Palm Beach County

School Improvement Assessment (ELA focus)

In SY 2018-19, UPD partnered with two turnaround high schools to lead a needs assessment process, provide leadership coaching, design and implement teacher professional development, and provide strategic guidance and implementation support around high-impact instructional strategies grounded in research.

Service Areas: Organizational Assessment, Training

Pawtucket, RI

Pawtucket School District

School Improvement Planning Support

In 2019, UPD partnered with three secondary schools in Pawtucket Public Schools, RI, to conduct their planning processes under the new Rhode Island ESSA system.

Service Areas: Organizational Assessment, Strategic & Action Planning

Philadelphia, PA

City of Philadelphia

Career Connected Learning Roadmap Development

In partnership with FourPoint Education, UPD facilitated an assessment and a roadmap outlining recommendations for development and growth of career connected learning opportunities for Philadelphia public school students.

Service Areas: Organizational Assessment, Stakeholder Engagement, Strategic & Action Planning

Philadelphia Education Fund

Continuous Improvement Coaching

During the 2019-20 school year, the UPD team provided ongoing trainings, weekly coaching sessions, and facilitated a series of Continuous Improvement sessions with the Philadelphia Education Fund (PEF) team, focused on building data use capacity, structures, and mindsets as well as the foundations of continuous improvement practice.

Service Areas: Data Strategy & Governance, Performance Management, Training

Portland, OR

Portland Public Schools

Ed-fi Technology Implementation

UPD was engaged to develop an “out of the box” Ed-Fi solution, an operational data store, and dashboards of district performance data.

Service Areas: Data Strategy & Governance, Implementation

Prince George's County, MD

Prince George's County School District

Organizational Assessment

Performed an organizational assessment and provided improvement recommendations on transportation, physical security of buildings, and human resource technology.

Service Areas: Improvement Design, Organizational Assessment

Providence, RI

Rhode Island Public Schools

Data Diagnostic

UPD conducted a diagnostic analysis of the state’s longitudinal data system. This study formed the basis of the plan for the state’s Race To The Top application.

Service Areas: Data Strategy & Governance

Rhode Island Public Schools

Race to the Top Strategy Design and Response Development

UPD managed the development of RIDE’s Race To The Top federal grant application. The process included gathering data to help develop strategies and initiatives that were required in the Race to the Top application while ensuring alignment with RIDE’s strategic agenda.

Service Areas: Data Strategy & Governance, Strategic & Action Planning

Rhode Island Public Schools

Data Warehouse Implementation

UPD managed the development of the State’s longitudinal data warehouse to track all public education students in the state from the time they enter K-12, through post-secondary education, and into the workforce.

Service Areas: Data Strategy & Governance, Implementation

Rhode Island Nurses Institute Middle College Charter

School Improvement Planning and Implementation Support

UPD supported RINI in spring 2019 to conduct a needs assessment and develop the school’s comprehensive school improvement plan (CSIP) as required by the RI Department of Education under ESSA accountability. UPD then provided implementation support through leadership coaching, professional development, and data-driven continuous improvement support during the first year of the plan.

Service Areas: Data Strategy & Governance, Implementation, Organizational Assessment, Performance Management, Strategic & Action Planning, Training

Providence Public School District

Career Technical Education (CTE) Systems Review

In partnership with FourPoint Education, UPD facilitated an assessment and a roadmap outlining recommendations for development and growth of career and technical education improvement for Providence public school students.

Service Areas: Organizational Assessment, Stakeholder Engagement

Queens, NY

Queens Public Library

Equity Assessment & Planning

UPD Consulting is providing an equity assessment and facilitating the developing a playbook to support the implemention of equity and antiracist strategies in key areas across the organization.

Service Areas: Anti-Racism/DEI, Organizational Assessment, Stakeholder Engagement, Strategic & Action Planning

Richmond, VA

Virginia Department of Education

SchoolStat for Turnaround Schools

UPD implemented the SchoolStat process with nine turnaround schools across the state. Our work included development of school goals and theories of action for school improvement for each site, identifying metrics to measure progress on each theory of action, and facilitating eight stat sessions for each school over the course of a year.

Service Areas: Data Strategy & Governance, Implementation, Performance Management, Training

Salina, KS

Salina Public Schools

Performance Management Data Tool Support

UPD developed several data tracking, reporting and visualizing tools to support the district’s principal-level performance management process.

Service Areas: Data Strategy & Governance, Implementation, Performance Management

Salina Public Schools

Developed a monthly Principal-Level Stat Process for Salina Public Schools

UPD developed and implemented a monthly principal-level Stat process for purposes of performance management. UPD also provided the district with numerous data tools, and support and training in those tools. Having become acquainted with UPD’s work at Highland Park High School in Topeka, the Salina School District requested that UPD replicate its data process and tools from that ngagement for use by their own school district.

Service Areas: Performance Management

San Diego, CA

San Diego County

Establish Office of Equity and Racial Justice

In partnership with the Othering and Belonging Institute, UPD supported the establishment a new San Diego County Office of Equity and Racial Justice.

Service Areas: Anti-Racism/DEI, Improvement Design, Stakeholder Engagement

Santa Fe, NM

New Mexico Public Education Department

Organizational Assessment and Redesign

UPD led an organizational transformation project for the Information Technology Division including structure and staffing, data collections and systems, data governance, and the establishment of a Project Management Office.

Service Areas: Data Strategy & Governance, Implementation, Improvement Design, Organizational Assessment, Performance Management, Stakeholder Engagement, Strategic & Action Planning

Seattle, WA

Casey Family Programs

IRE Survey

UPD conducted its IRE Survey as part of a broader organizational equity assessment.

Service Areas: Anti-Racism/DEI, Stakeholder Engagement

Syracuse, NY

Syracuse City School District

SchoolStat Implementation

UPD developed and implemented a SchoolStat performance management process with principals in grade-level cohorts and with central office administrators focused on reducing suspensions.

Service Areas: Anti-Racism/DEI, Data Strategy & Governance, Implementation, Performance Management

Tallahassee, FL

Florida Department Of Education

Performance Management for Race to the Top states

UPD was a technical assistance provider for the US Department of Education’s Reform Support Network. In addition to creating training and technical assistance artifacts for ED, UPD worked simultaneously with the state education agencies of Colorado, Illinois, Florida, Louisiana, Maryland, New York, and Tennessee.

Service Areas: Implementation, Organizational Assessment, Performance Management, Training

Tallahassee, Florida

Florida Department Of Education

Data Impact Project

In partnership with the Bill and Melinda Gates Foundation, UPD has supported the Education Quality team at FDOE in a pilot initiative to build the capacity of school leaders to better leverage data to improve decision-making that increases student learning.

Service Areas: Data Strategy & Governance, Implementation, Organizational Assessment, Stakeholder Engagement

Florida Department Of Education

Florida Standards Institute

UPD facilitated the planning and delivery of a statewide convening focused on growing capacity of Florida education leaders to support stanmdards aligned instruction in their schools and districts.

Service Areas: Strategic & Action Planning, Training

Florida Department Of Education

Professional Development Protocol Review

Over the past four years, UPD has partnered with the Bureau of Educator Recruitment, Development and Retention at FDOE to support redesign of its Professional Development Review protocols, a technical assistance model to support improvement of professional development systems in districts.

Service Areas: Implementation, Improvement Design, Organizational Assessment, Training

Topeka, KS

Scott Dual Language Magnet Elementry School

SchoolStat

UPD used the SchoolStat performance management model to help Scott focus data cycle meetings and leadership team attention on the implementation of the school’s Guided Reading framework.

Service Areas: Data Strategy & Governance, Implementation, Performance Management, Training

Highland Park High School

SchoolStat Performance Management

UPD conducted monthly performance management sessions (TeacherStat and LeadershipStat) with six teacher teams and one leadership team. The focus was on improving the likelihood that students will graduate on time.

Service Areas: Data Strategy & Governance, Performance Management

Trenton, NJ

New Jersey Department of Education

Student Growth Objective Design and Use

UPD supported the state in developing strategies to use student growth objectives as formative feedback rather than an evaluative measure.

Service Areas: Data Strategy & Governance, Implementation, Improvement Design, Training

Tulsa, OK

Center For Education Leadership

Data Diagnostic and Data Tool Development

UPD was engaged by CEL to develop a comprehensive diagnostic process and series of tools to help districts understand the ways they might better structure and manage instructional leadership in principals. The diagnostic tools were piloted with the Tulsa Public Schools.

Service Areas: Data Strategy & Governance, Implementation

Oklahoma State Department of Education

Ed-fi Academic Dashboards

Using the Ed-Fi data standard, UPD developed student academic dashboards of individual and aggregated student data, state assessments, attendance, and more.

Service Areas: Data Strategy & Governance, Implementation

Oklahoma State Department of Education

Value-Added Educator Evaluation System

UPD developed a value-added model to be incorporated into the Oklahoma Educator Evaluation system and facilitated statewide content training for teachers, school and district leaders, and state department staff.

Service Areas: Data Strategy & Governance, Implementation

Impact Tulsa

Early Learning Hub Proof of Concept

UPD linked early childhood data from multiple organizations throughout the region and analyzed the data to answer a set of research questions. The project demonstrated the value of regional data linkage as a proof point for the future development of a longitudinal data system.

Service Areas: Data Strategy & Governance

Tulsa Public Schools

Continuous Improvement Implementation Support and Capacity Building

UPD supported TPS to build district and school-leader capacity to institute continuous improvement routines, take an equity approach in their continuous improvement practices, and to plan for and navigate implementation of their covid reentry plans.

Service Areas: Anti-Racism/DEI, Data Strategy & Governance, Implementation, Performance Management, Strategic & Action Planning

Vancouver, WA

Vancouver Public Schools

Equity Assessment

Service Areas: Anti-Racism/DEI, Organizational Assessment

Volusia County Public Schools

Volusia County Public Schools

Strategic Planning Support for Volusia County Schools

Volusia County Schools (VCS) has been engaging with UPD Consulting on a long-term project to assess and rewrite the District’s current three-year strategic plan. The District has been working with the current strategic plan but found the strategies and metrics to be misaligned to the goals originally approved by the board. The process for engaging VCS includes four phases intended to accomplish the following: create clarity around desired change or outcomes that each departmental team’s strategies are designed to effect in support of the district’s overall goals; establish coherence of goals and strategies across departments and clear alignment with the district’s goals; and develop interim (leading) and long-term (lagging) outcome indicators that inform the district about progress towards impact.

Service Areas: Strategic & Action Planning

Volusia County Public Schools

Strategic Planning Support

UPD was engaged to assess and improve the District’s existing three-year strategic plan.

Service Areas: Strategic & Action Planning

Volusia County Public Schools

Aligning Instruction with the ELA Standards

Helped principals transition from building managers to instructional leaders through a two-tier collaborative continuous improvement process focused on aligning instruction with the standards.

Service Areas: Data Strategy & Governance, Performance Management, Training

Volusia, FL

Bill & Melinda Gates Foundation

Florida Improvement Network

Over the course of two years, UPD worked with four districts in Florida establishing a performance management process for the implementation of the Florida Core Standards and managing community of practice network among the four districts.

Service Areas: Improvement Design, Organizational Assessment, Training

Washington D.C.

United Negro College Fund

Learning Map Development

UPD supported the UNCF Institute for Capacity Building team to work with leaders from nine institutions of higher education as they engaged in a Learning Map process to clarify their logic models, develop essential improvement questions, and identify related metrics and data collection plans.

Service Areas: Data Strategy & Governance, Performance Management, Training

Washington, DC

Teach For America

Executive Training

UPD provided executive training TFA’s Executive Directors and Senior VPs to improve team effectiveness, establish communication norms, and strategize around obstacles and how to overcome them.

Service Areas: Training

DC Office of the Superintendent of Education

Special Education Data System

UPD managed the implementation of OSSE’s Special Education Data System including correcting for misalignments between policy and process.

Service Areas: Data Strategy & Governance, Implementation, Improvement Design, Training

Maya Angelou Public Charter Schools

SchoolStat Implementation

UPD Consulting worked with MAPCS to implement a performance management process.

Service Areas: Implementation, Performance Management

DC Office of the Superintendent of Education

Teacher Assessment Analyses

UPD assisted OSSE in determining the applicability of approximately 30 assessment for educator evaluations for teachers of untested grades and subjects.

Service Areas: Implementation

DC Office of the Superintendent of Education

Student Data Reporting System

UPD managed a pilot process for the automated data transfer of student information from LEAs to OSSE.

Service Areas: Data Strategy & Governance, Implementation

ICF Reform Support Network

Reform Support Network Technical Assistance

UPD developed a performance management and data use technical assistance program for eight Race to the Top States (NY, FL, CO, RI, NC, DE, TN, and MD).

Service Areas: Data Strategy & Governance, Implementation, Performance Management, Training

Bill and Melinda Gates Foundation

iPD Challenge

The Innovative Professional Development (“iPD”) project aimed to redesign the deliver of PD among a national network of districts. UPD provided guidance and thought leadership in designing a technology audit for participants.

Service Areas: Data Strategy & Governance, Training

District of Columbia Public Charter School Board

Data Diagnostic

UPD provided an assessment of the PCSB’s data systems to assess the effectiveness and efficiency of the systems and procsses in place for collecting, storing and reporting charter school data.

Service Areas: Data Strategy & Governance, Organizational Assessment

DC and Prince George’s County (Maryland)

Round II Empowerment Zone Application

UPD coordinated the development of a community and economic development strategy for a dual-jurisdiction application for Round II federal Empowerment Zone status to the US Department of Housing & Urban Development.

Service Areas: Improvement Design, Strategic & Action Planning

US Department of Housing and Urban Development

Empowerment Zone Technical Assistance

UPD provided technical assistance to seven Round 1 Empowerment Zone and Enterprise Community cities in the Mid-Atlantic region. We facilitated partnerships with private foundations and corporations to help get Empowerment Zone programs implemented, and served as liaison between federal agencies and localities to speed federal funding and support to the localities.

Service Areas: Implementation, Improvement Design, Stakeholder Engagement, Strategic & Action Planning, Training

US Department of Housing and Urban Development

Training Design and Delivery

UPD was part of a team that developed a training module on program performance evaluation for local recipients of federal HOME funds and delivered training to city staff members at regional HUD-sponsored workshops.

Service Areas: Training

DC Department of Housing and Community Development

Organization Restructuring

UPD conducted an organizational reform of the 150-employee housing agency. The project resulted in the creation of a new Division of Strategic Planning, and UPD developed position descriptions and coordinated the initial hiring for the unit. UPD also established new lending and portfolio management guidelines and trained staff in the new processes.

Service Areas: Implementation, Improvement Design, Stakeholder Engagement, Strategic & Action Planning

District of Columbia Public Schools

Continuous Improvement Framework Implementation with Ed-Fi

Implemented an Ed-Fi ODS to meet the data requirements of dashboards focused on the District’s Continuous Improvement Framework (CIF).

Service Areas: Implementation, Organizational Assessment

DC Public Schools

Data Governance for DCPS

Supported DCPS staff in their implementation of their data governance practice, including development of a data governance strategy road map, coaching, and direct data governance committee meeting planning and facilitation.

Service Areas: Data Strategy & Governance

Teach For America

Equity Assessment

In partnership with the Racial Equity Institute, UPD supported a comprehensive equity assessment of Teach for America’s internal operations.

Service Areas: Anti-Racism/DEI, Organizational Assessment

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