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Walton memo recommends charter advocates do more to persuade Democrats and appease unions

Governor Charlie Baker speaks during an announcement regarding Charter Schools at Brooke Charter School in Boston, Mass. on October 8, 2015. (Photo by Jessica Rinaldi/The Boston Globe via Getty Images)

Charter advocates in Massachusetts need to better galvanize charter teachers and do more to convince Democrats if they want to win future fights, recommends a memo commissioned by the Walton Education Coalition.

Earlier this week, Chalkbeat reported on part of the memo — a postmortem of a high-profile effort to raise the cap on Massachusetts’ charter schools — and has since obtained additional pages, which appear to make up the entirety of the report. (The Walton Family Foundation, which is legally separate from the Walton Education Coalition, is a funder of Chalkbeat.)

The final pages highlight challenges that charter advocates will likely face in the state and offer a playbook for moving past their recent defeat — though it’s far from clear whether these strategies will be successful.

The report recommends mobilizing teachers who support charter schools, acknowledging the widespread opposition to the 2016 ballot initiative among Massachusetts teachers, who were trusted in their communities.

“If the opposition is on the ground, they must be matched on the ground, by equally trustworthy validators,” concludes the report, which is dated March 2017.

Another potential counterweight: parents.

“If parents can be mobilized to voice opposition, teachers may listen and break from the pack,” it says. “Alternatively, research should be conducted to identify a voice, alternative to teachers, that can be trusted on education reform.”

The report acknowledges the challenges in persuading Democrats, who overwhelmingly opposed the referendum, known as Question 2. In the future, charter advocates may need to push their messaging to the left, the report suggests.

“Advocates should test owning the progressive mantle on education reform and charters: this is about social justice, civil rights, and giving kids a chance,” it recommends. “While this is a problematic frame for the electorate as a whole, it may speak to the values of a Democratic electorate.”

U.S. Secretary of Education Betsy DeVos, who is especially unpopular among Democrats, just adds to advocates’ challenge. “As Trump and Education Secretary Betsy DeVos begin to champion school choice, we need to separate Democratic goals and motivations from theirs in left-leaning states,” the report says.

The partisan divide is opening up in national polling and playing out in local politics. The latest example is in Colorado, where the state party recently passed a resolution highly critical of Democrats For Education Reform.

The memo recommends that charter advocates try to appease their opposition by pushing for additional spending on all schools. Research has shown that the expansion of charters comes at a significant price for district schools, which was a key issue in Massachusetts and elsewhere.

“By giving a little to everyone, and sweetening deals with additional funding, the narrative that new charters will ‘take’ from current schools becomes less relevant,” the memo says.

In Massachusetts, it’s clear that charter advocates have a long way to go to change the narrative in the state. Earlier, the report notes that that there was “such a fierce opposition that No on Question 2 signs were seen in January [2017] at the Women’s March in DC.”

Read the full memo below.



Movers and shakers

These Colorado lawmakers will shape education policy in 2019

PHOTO: Joe Amon/The Denver Post
Colorado House of Representatives

When the Colorado General Assembly convenes in January, Democrats will control both chambers for the first time since 2014. That shift in the balance of power, along with a lot of turnover in both chambers, means new faces on the committees that will shape education policy.

The incoming committee chairs in both chambers  — state Rep. Barbara McLachlan of Durango and state Sen. Nancy Todd of Aurora — are former teachers themselves and experienced lawmakers. The ranking Republican on the House Education Committee, state Rep. Jim Wilson of Salida, is also a former teacher and school superintendent. He’s the only Republican returning to the committee from the previous session.

In the House, Democrats now hold a three-seat majority on the committees responsible for deciding which bills will advance to a floor vote. In the Senate, Democrats have a one-vote advantage on most committees.

The new Democratic majorities open the possibility of advancing issues that once stalled in the Republican-controlled Senate, like funding full-day kindergarten — a priority of incoming governor Jared Polis — and expanding access to mental health services in school. But these decisions will have to be made without major new revenue and in competition with other budget needs. Democrats may also have to grapple with disagreements among their own ranks on charter schools, teacher evaluations, and school choice, issues that have long enjoyed bipartisan consensus. 

But one newly appointed member of the Senate Education Committee won’t serve out his term. State Sen. Daniel Kagan, a Democrat from Cherry Hills Village, recently announced he’ll resign in January following accusations that he repeatedly used a women’s restroom in the state Capitol. State Rep. Jeff Bridges, a Democrat from Greenwood Village, has announced his intention to seek the vacancy and could take Kagan’s place on the education committee.

The other new Democrat on the Senate committee, Tammy Story, has a long record as an education advocate in Jefferson County. She worked to recall school board members there that supported charters and performance-based teacher pay.

Senator-elect Paul Lundeen, a Republican from Monument, is a former member of the State Board of Education and served on the House Education Committee. State Sen. Owen Hill of Colorado Springs, the ranking Republican on the committee, is the former chair.

House Education Committee:

Democrats:

Chair: Rep. Barbara McLachlan, Durango

Vice-Chair, rep.-elect Bri Buentello, Pueblo

Rep. Janet Buckner, Aurora

Rep. James Coleman, Denver

Rep.-elect Lisa Cutter, Jefferson County

Rep. Tony Exum Sr., Colorado Springs

Rep.-elect Julie McCluskie, Dillon

Rep. Dafna Michaelson Jenet, Commerce City

Republicans:

Ranking member: Rep. Jim Wilson, Salida

Rep.-elect Mark Baisley, Roxborough Park

Rep.-elect Tim Geitner, Colorado Springs

Rep.-elect Colin Larson, Ken Caryl

Rep. Kim Ransom, Littleton

Senate Education Committee:

Democrats:

Chair: Nancy Todd, Aurora

Vice-Chair: sen.-elect Tammy Story, Conifer

Sen. Daniel Kagan, Cherry Hills Village

Republicans:

Ranking member: Sen. Owen Hill, Colorado Springs

Sen.-elect Paul Lundeen, Monument

Movers and shakers

Memphis Education Fund has a new leader. Here’s what the group will put money behind going forward.

PHOTO: Memphis Education Fund
Terence Patterson was the former head of the Downtown Memphis Commission and has been on the Education Fund’s board since it began as Teacher Town.

Memphis’ most prominent education philanthropic fund officially has a new leader in former interim CEO Terence Patterson – and one of his big goals for Memphis Education Fund is to finance more creative, grass-roots solutions to education problems facing the city.

“We’re not going to sit back and wait for someone to bring us an idea,” Patterson said. “We’re getting out in the schools and meeting regularly with school leaders, as well as education partners from across the country.”

(Memphis Education Fund supports Chalkbeat. Learn more about our funding here.)

The philanthropy is significant in the Memphis education funding landscape – where cash-strapped districts and charter schools seek outside funding funneled through the Education Fund to improve school facilities, add new curriculums, and even fund in-school positions.

Patterson wants to see multiple types of giving as he enters his second month as CEO.

He is introducing “innovation grants.” His organization will work with education partners, districts, and school leaders to identify innovative programs already happening in Memphis classrooms or elsewhere. Patterson said there’s not a set dollar amount for the grants or any formal application process.

In addition, next year the Education Fund will focus on initiatives that help parents better understand their school choices, increase the number of quality school offerings in Memphis, and improve equitable access to school facilities.

“We see this as helping to fill gaps in bringing quality resources with quality instruction to schools,” Patterson said. “We’re in a position to collaborate with the county commission, the school board, and district leadership to really push on academic achievement.”

The Memphis Education Fund has invested more than $50 million in education initiatives since 2015 — ranging from helping charter schools pay for new curriculums to bolstering teacher and principal pipelines.

The philanthropy has also worked with parent advocacy group Memphis Lift on the possibility of creating a “unified enrollment system.” Each family across the city would fill out a common application listing their top school choices. They would then submit those choices electronically by a deadline that is the same for every parent.

Currently, Memphis has multiple types of schools that require applying in different ways, on different websites. Supporters of unified enrollment, such as Memphis Lift, say it will benefit parents who don’t have the time to research schools on their own.

“To have a true choice district, this is an important component,” Patterson said. “The Memphis landscape has its own nuances. … but common enrollment is an important factor in how we think about choice.”

He also said he hopes to see his organization be more vocal about education policy and continue to prioritize groups focused on teacher and school leader recruitment and retention.

Originally called Teacher Town, the fund was created in 2014 with help from a major investment by the Bill & Melinda Gates Foundation. Memphis education leaders and local philanthropists wanted to transform Memphis into a destination for talented teachers. In 2016, the group adopted a broader goal of improving all schools, brought in a new leader, Marcus Robinson from Indianapolis, and joined Education Cities, a national collective of local groups seeking to reshape schools in their cities

Robinson left in April for a job in St. Louis, and Patterson stepped in as interim. Patterson was the former head of the Downtown Memphis Commission and has been on the Education Fund’s board since it began as Teacher Town. He was the former chief of staff for Chicago Public Schools, later becoming the director of the Office of New Schools in Chicago, where he managed 113 new charter schools.

Patterson said he is the right fit for the job because of his background with Memphis schools, in managing districts, and in fundraising. He also said part of his job responsibilities would be bringing more national funders to Memphis.

Outgoing Shelby County Schools Superintendent Dorsey Hopson said the district would be “thrilled to partner” with Patterson.

“He’s world class, and I can’t think of a better selection to support this community’s work to continue to improve student achievement and access to high-quality education,” Hopson said. “He’s worked in a large school district and understands the Memphis context given his grantmaking experience.”