Only once you have a realistic view of where you are can you know where to go next. At the beginning of this process, we helped you define a goal for the change you want to make and established where you are by analysing your survey results. Now is the time to use the data to guide people in deciding how to move forward.

Taking action after collecting evidence is the next logical step for improvement. Translating data into action is the only way to make sure that the effort you put into data collection and analysis is not wasted. Clear action plans are also inspirational – if the data leads to action, pupils, staff, and parents will give better and better feedback in the future. Everyone appreciates you listening and taking their point of view into account.

There are two key parts to talking about taking action. The first, and very important step, is hosting meaningful, change-making conversations in your organisation about the outcomes of the survey. The second is making a timeline to help manage implementation measures, including setting priorities for action, taking into account your results, and thinking about what else you need to figure out about your goal and stakeholders. By aligning your action plan with the impact you hope to make, you have a strong foundation for an evidence-informed school improvement journey.

How do we communicate the survey results?

One of the key factors in becoming an evidence-informed organisation that successfully works towards continuous improvement is open communication with stakeholders. By giving targeted information that is timely and valuable, stakeholders will be able to get a clear picture of their role in the organisation and what needs to be done to see improvements. They will also feel heard and understood.

#1
Consider who needs to receive this information

After your analysis, curate the results for your stakeholders so they know what they can work with. Be mindful that you do not overburden others with too much information so that they lose themselves in a pool of data. Keep this information focused on your goal and the conclusions you have made.

Depending on the level of the survey you have implemented, who needs to receive this information may differ. Consider the following:

The governing body, such as a Board of Trustees, might benefit from seeing the key results of the survey, you can take your analysis to them to work on strategy and to confirm potential next steps.

If you are an executive team working on this across a group of schools or a trust, the trust as a whole will need to consider the way the results play into any improvement plan that you have going forward and strategise priorities for action.

Headteachers, staff members, pupils and their families will also benefit from seeing the results in the context of their school, compared to other schools in the trust or more broadly, with an emphasis on how the conclusions drawn from the results might impact their daily lives.

You may also need to share results with smaller groups within the school/community such as year groups or classes, parents of students with SEND needs or TAs within the school.

#2
Prepare the results in an accessible way

Once you’ve settled who needs to see the results, prepare the results in an appropriate way for each group. Think of presenting your data as a way to educate your stakeholders. This is not only about showing them graphs and figures, but helping them understand the data, so use language that is appropriate and tailored to them.

Getting people working together with the data you have collected in creative and interactive ways will build a greater sense of community and shared accountability for improvement. Check out pages like this collection of facilitation techniques for ideas. Strive for this collaborative effort, but remember that not everyone feels comfortable with data at first and it will take some time and practice to get a proactive, data-informed conversation to happen among stakeholders.

Hold shared events, like town hall meetings or assemblies to talk about the results and to open up a discussion with stakeholders. Staff kick-off events or meetings to present the results and to work on action steps together help to create opportunities for talking about data and for becoming more comfortable doing so. Dedicated events like these give everyone a unique opportunity to listen to one another’s perspectives in a safe environment.

There are plenty of opportunities to display your results to stakeholders. Put data in plain sight by making a poster for the notice board for parents to see as they come to the school or for staff in the staff room. Include results in a weekly newsletter, share them on social media, and shout your praises from the rooftops!

#3
Summarise the results

Stakeholders need to feel the data they are being shown is valid, and they need to see a clear connection to their roles and responsibilities in the data. If people feel the data is not valid or do not see their responsibility to the data, there is a risk that the process will not have enough collective energy to go further.

Therefore, the summary should have two sections:

Overview

An overview of how the data was collected and analysed – who led the process, how you selected the questions, who filled out the survey, and how you analysed the data.

Content

The content of the analysis – this should ideally present only a limited amount of data (with the full data set being available to those that are interested). This section should contain data that is particularly meaningful to the goal. It should be presented in a way that anyone who scans the presentation or picks up the report can read and interpret. Graphs and images are helpful here.

Just like you were full of anticipation to start reviewing the results of your survey, stakeholders also want to see how their responses look compared to other respondents. Plan to share the strengths that shine through in the results and celebrate success with your stakeholders. Highlight to them what they said they are happy with or commend those people who have put in effort to ensure that these areas are strengths for your school or trust.

Likewise, prepare to address the areas of improvement that came up in the results, sharing your analysis of possible reasons for this, while being careful not to make excuses.

Present preliminary solutions on how these areas will be addressed. This is not the time to debate who is right or wrong or to place blame in any one direction, but an opportunity to be open, objective and encouraging for the work to be done.

#4
Find the best time to present results

You should have a sense of the time it will take to present your results, factoring in the conclusions you have made. If you are planning to go through the results in more detail with school heads, this will possibly take more coordination to plan than, for example, preparing an email to send to parents with the key takeaways. Consider whether you want to present your conclusions and leave time for discussion or questions and answers. Be careful not to rush through results when presenting them, as this can be seen as avoiding negative areas or not taking the results seriously. The human element- doubt, anxiety, resistance, enthusiasm, etc. – at this stage can greatly impact (push forward or halt) the process, therefore, where possible, do it in person so that people can ask questions right away and you can address concerns before they become problems.

#5
Prepare for different reactions

It helps to prepare for possible reactions from stakeholders so you can feel more measured with your responses. Especially when talking about areas of improvement, it can be hard to put aside emotions and look at the data objectively. Since you have already had time to process the meaning and impact of the results of the survey, you can lead others in understanding the results and helping them overcome any more emotional reactions they may have, by acknowledging them, helping them explore why they feel that way, and then channelling that energy towards and being goal-oriented.

How do we take action?

#1
Set priorities

The question “Where are we going?” should be at the forefront of your thinking at this stage, taking into account the goal you set at the beginning of this process and the stakeholders you want to impact. Review the work you did at the planning stage, when deciding on the core team, as well as the touch points for various stakeholders along the way to understand who needs to be involved in action-planning. You may use feedback collected from the communication step to inform your next steps, or you may need to gather additional input from stakeholders on how they see their role in moving the process forward.

There are many tools and strategies you can use to set priorities for action and various matrices that can be used to organise your thoughts and actions. Here’s a flow we suggest going through when figuring out where to start with your action steps.

#2
Make a timeline: WHY WHAT WHO

To make sure you are still moving towards your goal, you need to divide the work up into different time periods, outlining what will happen and how often. Carve the change project into smaller steps, try identifying some short-term, medium-term, and long-term milestones, as short-term wins are hugely important in encouraging people to keep going, and long-term milestones help you to see system-wide impact. Plan and align this timeline with your school or trust improvement cycle, so workload is taken into account and you are aware of heavy burden times in the school year, as well as any other ongoing priorities that need to be addressed.

Keep the “why” at the centre of your work- prioritise and focus efforts

As we’ve said throughout this process, the WHY of your work should be a positive and encouraging reminder of the work you are doing. Communicating this goal and getting others excited about it will help to keep the momentum going. Think about little ways to remind yourself and others of the impact you want to achieve by making posters or signs, and starting meetings with check-ins or stories of positive examples of the work being done. Let the work inspire you and your stakeholders that the road you are on leads to great things!

Set milestones to measure progress

  • Set up a timeline with milestones so you will purposefully allow for work to happen. Check in periodically to see how you are getting on in the process.
  • Create clear criteria to evaluate your success. How will you know you have reached your goal? What kind of data will you use for evidence?
  • Think about the data you need to collect along the way to measure progress. Think not only about how you will organise it, but how you will share it in a way that stakeholders have a chance to share their experience and get feedback on the progress they are making.
  • When coming up with your action plan, try to be as specific as possible. Collectively discuss what success will look like – feedback is crucial at this stage to get everyone on board.
Progress criteria Measurement A Measurement B Measurement C
Time period Short-term (everyday) work Medium-term work Long-term work
Milestones Daily or weekly progress data collected by staff. Data collected to see progress to review the work done so far and help predict future growth. Data collected at regular intervals by the school or at the trust or national levels.
Deadlines Set high expectations, and be realistic with deadlines. Set deadlines for staff to come together and share their collected data. These deadlines are usually known well in advance and cannot be changed.

Whom to get involved

Involve people whose participation in the change process you wish to see and who would be needed to see the change successfully manifest. This will be more successful if this is not a top-down assignment of tasks, but a collaborative effort where everyone involved agrees on the work to be done.

Make sure that there are clearly assigned responsibilities to manage the actions that follow and that these are aligned with your priority and goal. As you decide on roles and responsibilities, you should discuss how you plan to collaborate and set clear expectations for those taking on a task.

Keep everyone informed and gather feedback on your plans. This helps ensure that you have not missed anything important and lets others plan their workload. This also increases the sense of ownership and support for your school improvement project.

🚩🚩 A note for trust-level readers! If you’re looking at this resource from a trust’s perspective, you might be asking yourself how to translate all of this information for schools to start working in an evidence-informed way. Here is a list of possible actions to take with your school teams:

  • Ask school heads to go through this resource with a small team to get background knowledge on stakeholder feedback surveys.
  • Host a workshop for the key people leading implementation on a school level to introduce them to the action plan and next steps, and give them a chance to give input.
  • Find ways to share best practices within your trust, as those who are performing better can share what they are doing with others who may be struggling.
  • Ask schools to explore the survey data themselves and choose one priority they would like to work on.

With a clear plan in place and responsibilities divided amongst the team members and stakeholders, you should have everything in place to get to work. Remember that this is not a linear process. As this is a human-driven journey, there are bound to be hiccups along the way. Statistics in the business world say that around 80% of change initiatives fail. Most of the time it’s not because the content or data is pointing in the wrong direction, but because the process itself is not managed as well as it could be. The process is about the people involved, doing the work and ensuring that they have the energy, motivation and resources to keep doing the work.

Follow up regularly to check in on how things are going. Together with your team evaluate:

1

Progress

Are we reaching our milestones? Where are the blockers?

2

Time management

Is there enough time to work on this? Are people spending time on this?

3

Collaborative work

Are people coming together to do this? Are people sharing experiences and getting help when they need it?

4

Collective vision

Is this still our priority? Do we need to focus on anything else? Are we all on board? Is everyone informed about the progress?

Key terminology

Engagement: The process of listening to, collaborating with and/or informing the stakeholders.

Evidence-informed: Collecting all types of evidence, analysing the data, taking into account context, to make informed decisions about what next steps need to be taken to drive improvement.

Materials & templates

Six informational summary resources accompany this chapter of the hub. You can share and adapt the materials by providing a link to the original documents and indicating if changes were made. You may do so in any reasonable manner but not in any way that suggests that Edurio endorses you or your use.

Plan

Data Communication plan

Template

Results presentation template

Poster template

"You said, we did"

Timeline template

Action timeline

Slide deck

Action timeline presentation

Workshop - coming soon

Workshop for collaborative action planning

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