QUALITY MANAGEMENT SYSTEM (QMS)

forSCHOOL-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

PurposeTo 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%20of%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.

Section Description Page

A Information Resource Pack 6

B QMS Appraisal Instruments (Post Level 1) 21

C QMS Work plan and Appraisal Instruments for PL 2 Educators (Heads of Departments)

32

D QMS Work plan and Appraisal Instruments for PL 3 (Deputy Principals)

46

E QMS Work plan and Appraisal Instruments for PL 4 (Principals)

65

F • Summative scores for school • Lesson observation instrument

85

Contents of Collective Agreement

Performance Standards

Post Level 1

Creation of a positive learning

environment

Curriculum knowledge,

lesson planning and presentation

Learner assessment

and achievement

Professional conduct

Extra-mural and co-

curricular participation

Performance Standards (PL 1)

Performance StandardNo. of

CriteriaNo. of

descriptors

1. Creation of a positive learning environment 2 7

2. Curriculum knowledge, lesson planning and presentation

4 12

3. Learner assessment and achievement 3 7

4. Professional conduct 2 9

5. Extra-mural and co-curricular participation

1 3

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

POST LEVEL 2

Creation of a positive learning

environmentCurriculum knowledge,

lesson planning and presentation

Learner assessment

and achievement

Professional conduct

Extra-mural and co-

curricular participation

Management of Curriculum

Performance Standards (PL 2)

Performance StandardNo. of

CriteriaNo. of

descriptors

1. Creation of a positive learning environment 2 7

2. Curriculum knowledge, lesson planning and presentation

4 12

3. Learner assessment and achievement 3 7

4. Professional conduct 2 9

5. Extra-mural and co-curricular participation

1 3

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)

Principal /

Deputy Principal

Leading the learning school

Shaping the direction and development of the school

Managing quality and

securing accountability

Developing and

empowering self and others

Managing the school as an organization

Managing human

resources (staff) in the

school

Management and advocacy of

extra-mural activities

Performance Standards (Deputy Principal)

Performance StandardNo. of

CriteriaNo. of

descriptors

1. Leading the learning school 2 13

2. Shaping the direction and development of the school

2 6

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-muralactivities

1 2

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)

Performance StandardNo. of

CriteriaNo. of

descriptors

1. Leading the learning school 2 15

2. Shaping the direction and development of the school

2 13

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-muralactivities

1 4

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):

• Composition of PTT (1 464):

• The PTT is responsible for the advocacy and training of all educators in schoolsthrough direct-contact sessions or video conferencing.

District officials Circuit Managers Labour

1 per District (75) 1 per Circuit (1014) 5 per District (375)(3 SADTU + 2 ATU)

Province District Officials Labour

• 3 per Head Office (27) 1 per District (75) 5 per Province (45)(3 SADTU + 2 ATU)

TRAINING PLANS (cont.)

Training of Educators by Provincial Training Team

ProvinceNumber of

schoolsNo. of

EducatorsPTT: Total No. of Facilitators

Total number of training sessions made up of 50 educators per session (Total

No. Educators ÷50)

No. of Teams

[ 3 Facilitators per team]

No. of Training

Sessions/ Days for 3

Trainers per team

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 7 976 488 148

TRAINING 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 Mpumalanga)

b) Cluster 3 (Gauteng, Limpopo and North West)

27-28 February 2020

a) Cluster 2 (Eastern Cape, Northern Cape and Western Cape)

02-03 March 2020

MANAGEMENT PLAN 2020ACTIVITY TIME-FRAME RESPONSIBILITY

Issue notification of QMS training to schools 16 Mar 2020 PEDs

Training of PTT End date 31 Mar

2020

NTT / PEDs /

PELRC

Confirmation of clusters/groups and dates /

training venues for school-based educators

1 April 2020 PEDs / PELRC

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

schools

30 Nov 2020 Principals/SMTs

Progress reports Monthly - 2020 PEDs / PELRC

Financial 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).

RecommendationIt 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.