Carnegie Scaling Equity Framework

1. Technical Justification - basing the decision to scale an innovation on evidence that suggests it can create specific impacts.

2. Intended Impact - the set of desirable impacts that an innovation sets out to produce and the undesirable impacts it sets out to avoid.

3. Moral Justification - basing the decision to scale an innovation on the balance of values and evidence that suggest it should create specific impacts.

4. Endorsement - an ideal that may not be fully achievable—if all stakeholders had all available information about the impacts of an innovation, its alternatives, and the contexts in which it would be used, they would choose to scale the innovation (or not) as the decision-makers did.

5. Impact Risk - the risk borne by the people affected by an innovation that it fails to create impacts they judge desirable alongside the risk that it creates impact they judge undesirable.

6. Observability - the extent to which the innovation can be easily seen and assessed by others.

7. Complexity - refers to how intricate or complicated the innovation is.

8. Educator Attitudes - educator attitudes encompass educators' beliefs about the importance of the innovation for their students' success and its value in achieving their instructional goals.

9. Educator Emotions - educator emotions include the range of feelings that educators might have towards implementing the innovation.

10. Educator Personality And Style - refers to the individual characteristics of educators such as openness, innovativeness, persistence, and possible cynicism from past experiences.

11. Educator Descriptive Characteristics - demographic and professional background details of educators.

12. Community Beliefs And Values - perspectives and metrics used by the community to gauge educational success.

13. Policies - existing regulations and guidelines that might support or hinder the scaling of the innovation.

14. Competition For Attention - involves assessing how the innovation complements or competes with existing initiatives.

15. Large-Scale Issues Or Events - significant occurrences that have the potential to impact the progress and focus of improvement efforts.

16. Improvement Team Collaborative Structures And Routines - established practices and organizational methods that facilitate collaboration among team members.

17. Improvement Team Communication Mechanisms - various methods and channels used to share information, coordinate activities, and maintain effective dialogue.

18. Improvement Team Decision-Making Culture - norms, values, and processes that guide how decisions are made within the team.

19. Compatibility - the degree to which the innovation aligns with existing instructional norms and practices.

20. Leadership - influential community, philanthropic, district, and/or state leaders involved in the innovation and scaling effort.

21. Plan - preparing to implement a strategy or change, from setting objectives and expected outcomes, to determining the steps and resources required for execution.

22. Study Data - collecting and analysing information to evaluate the impact of implemented strategies.

23. Test - planning and executing a strategy or change to determine its effectiveness.

24. Take Action - steps taken to implement a strategy or change based on the plan.

How easily can you observe the innovation in action?

How will the complexity of the innovation impact its use?

What factors will influence educator attitudes toward adopting the innovation?

What emotions do your target educators have towards implementing innovations?

What kind of personality would your ideal educator have?

How would you describe the characteristics of educators who will implement your innovation?

Where do the community's beliefs fit into your work?

What policies may influence the successful implementation of your innovation?

What competition does your innovation have within the context?

What higher priority issues exist in the context of implementation?

What kind of collaborative opportunities exist for the improvement team?

How do improvement team members communicate with each other?

What is the decision-making culture of the improvement team?

How does the innovation align with existing policies?

How supportive of the innovation are influential decision-makers?

How are you going to test your innovation?

What are the results of the test?

What did you observe during testing?

What will you do with the results of the test?