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Performance Based Micro- Scholarships: Rewarding Student Achievement in Real Time AN ACTION RESEARCH PROJECT SCOTT MERKEL, UNIVERSITY OF SAN DIEGO

Action Research: Performance Based Micro-Scholarships

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Page 1: Action Research: Performance Based Micro-Scholarships

Performance Based Micro-Scholarships: Rewarding Student Achievement in Real TimeAN ACTION RESEARCH PROJECTSCOTT MERKEL, UNIVERSITY OF SAN DIEGO

Page 2: Action Research: Performance Based Micro-Scholarships

School InformationFieldwork Site Facts

Traditional Public HS - Common Core

Total Student Population: 2,295

Demographics 75% White

17% Latino

6% Asian/Pacific Islander

85 Teachers

Four School Counselors

Page 3: Action Research: Performance Based Micro-Scholarships

ConcernsScholarship

Needs Assessment

Designed to capture information

for ad hoc scholarships

opportunities

363 seniors provided

information

Assessment Results

Nearly 40% of all students expressed a specific financial

need

72% of the “need expressed” subset

had a > 3.0 GPA and desired attending a

4-year university

Targeted Financial Aid Curriculum

How can content be developed to

support students who fit this criterion?

How can the content reinforce

student achievement?

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ContextThe economics of higher

education are not changing

The costs of obtaining a four-year degree continue to rise (National Department of

Education Statistics, 2013)

Inelastic demand for higher education is a major factor in

tuition pricing (Carter & Curry, 2011)

There is a fundamental problem with the financial aid

process within the U.S. education system

Students generally don’t receive financial aid information until after

they have been admitted(Heller, 2006)

Situation is compounded for students with low expected family

contributions (EFC)(Roderick, Coca, & Nagaoka, 2011)

College going decisions are being made without adequate

or accurate information

Inadequate resources to help support students in projecting

expected commitment of financial aid

(Advisory Committee on Student Financial Assistance, 2008)

(Barnett & Das, 2013)

Pre College Result:

• Unable to enroll at desired higher education institution

Post College Result

• Poor financial aid packages lead to higher debt-to-income ratio

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Action ResearchStudy & Plan Take Action Collect & Analyze

Evidence Reflect

Study & Plan Take Action Collect & Analyze Evidence Reflect

Action research is often exploratory (Stringer & Dwyer, 2005), and as one of the first studies of its kind, the micro-scholarship research was about discovering possibilities and reflecting on outcomes.

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Raise.me

Social EntrepreneurshipRaise

• Online Platform• Real Time Application• Shortened Feedback Loop

• 50+ Participating Colleges and Universities

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Purpose and Question

Purpose• To explore whether, and how,

performance based, micro-scholarships have an impact on students’ college-choice behavior and student motivation.

Question• What are the impacts of the

performance based micro-scholarship program on college choice awareness and motivation?

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Methods

Qualitative

Survey Responses

Practitioner Reflection

Focus Group

Themes

Quantitative

Raise.me

Survey Scaling

Grade Point

Average

Nominal Scales

Page 9: Action Research: Performance Based Micro-Scholarships

Selecting Participants

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Participant Characteristics19%

42%

40%

Grade

Freshman

Sophomore

Junior7942%

32%

4%

22%

Ethnicity

WhiteLatinoAfrican AmericanOther79

11%

Free or Reduced Lunch

2.9

Average GPA

19%

First Gen

Page 11: Action Research: Performance Based Micro-Scholarships

Research Timeline

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Pre-Intervention Findings

No Yes No Yes No YesFreshman Junior Sophomore

$0.00

$10,000.00

$20,000.00

$30,000.00

$40,000.00

$50,000.00

$60,000.00

NoYes Major Pre-Intervention

Themes

“Financial aid will have a major impact on college choice”

“I do not know much about financial aid”

“I will look for the ‘right’ college, one

that I can also afford”

“Financial aid will help me in the

future”

“Financial aid won’t have an impact on

what I end up doing for college”

First Generation

Annu

al T

uitio

n Co

st

EFC

Page 13: Action Research: Performance Based Micro-Scholarships

Cycle 1: Procedures• Goal: Earn Micro-Scholarship(s)

Technology Based Classroom Guidance Lessons

• Raise.me Platform Data• Participation and Usage (Engagement)

• Post Intervention Survey• Practitioner Reflections

Instruments

• 45 Minute Lessons• Duration: Two Weeks

Time

Page 14: Action Research: Performance Based Micro-Scholarships

Cycle 1: Data AnalysisQualitative

Themes

Change in Financial Aid Awareness

Hard to gauge distinct themes

Wide range of interpretation

Academic Motivation

Behavior will change

(qualifier)

Behavior may change

Unknown or unclear

Behavior will not change

Quantitative

Raise.me

Data unavailable (limitation)

Post Intervention

Scales

Change in post secondary aspirations

Change in financial aid

plans

Continue to use Raise.me

3.15

2.91

3.45*Post Intervention Scales were from 1-5 (Not at all – A lot/Frequently)

Scale Average

A B

C D

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Cycle 1: ReflectionsFebruary 3, 2015

• I am anxious and excited to begin.• It will be very interesting to see how the process of actually earning money will

be received.

February 4, 2015• The first intervention group seemed a bit more engaged than the second.• The second intervention group was displaced from the controlled lab

environment to a cafeteria style session.

February 5, 2015• The third group (all juniors) was very engaged and asked a number of pertinent

questions.• It was clear that the juniors connected more to the activity and many seemed

excited about the opportunities on Raise.

Page 16: Action Research: Performance Based Micro-Scholarships

Cycle Transition ModificationsWhat Does the Data Say?

Limited quantitative

data

Qualitative data

requires additional

context

Context: Parent EngagementAccess to

perceptions and ideas about financial aid

Parent relationship to

student participation

GoalGain insights to how parents fit

into this processOpen ended qualitative questions

& scaling questions

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Cycle 2: Procedures• E-mail to Parents• Planned Engagement Session

Parent Engagement

• Binary E-mail Tracking• Engagement Session Themes & Feedback Cards

Instruments

• Duration: Two Weeks

Time

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Cycle 2: Data AnalysisParent Engagement

Information Letter to Parents

Planned Parent Lesson and Q&A

Session

One ParentProvided an RSVP to Session

Session CancelledLack of Response

51 Parents Received Electronic Letter

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Cycle 2: Reflections

March 9, 2015

• After being in contact with Raise Labs, I am hoping to get the platform data. It has a week since my request and I am concerned that I may not have that data to go on.

• I have begun Cycle 2 - a simple step of providing parents information with the intent of collecting feedback, in addition to holding a parent engagement session. Five days have passed, and I have not heard anything specific from parents.

March 12, 2015• Still no information from parents at the end of this week. Due to timing

and scheduling issues, I have to move on. • I have pulled student grade data and am planning Cycle 3 focus groups to

collect more qualitative data.

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Cycle Transition ModificationsWhat Does the Data Say?

Nothing gained in Cycle 2

Context: Focus Groups

Access to perceptions

and ideas about financial

aid

GoalTo flush out different perspectives and points of view for different

Intervention Groups and different populations

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Cycle 3• Participants from All Intervention Groups

Focus Groups

• Qualitative Data and Themes• Practitioner Reflections

Instruments

• 30 Minute Sessions• Duration: One Week

Time

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Cycle 3: Focus Group Participants

Freshman Sophomore Freshman Sophomore Junior1 2 3

0

1

2

3

4

5

6

7

WhiteOtherLatinoFilipinoAfrican American

Intervention Group

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Cycle 3: Data AnalysisIntervention Group

1

Feelings on Rising Costs of College

Work harder

Scholarships

Can I even go?

How am I going to pay?

Feeling After Participating in Raise.me Group

Felt rich

Grades matter

More informed

Chance to go to college

One Word on Raise.me

Money

Cool

Motivation

Informative

Chance

Intervention Group 2

Feeling on Rising Costs of College

Can’t go to ideal college

Student loans

How do I find other ways to go?

Feelings After Participating in Raise.me Group

It didn’t have what I was looking for

Only good for random schools

One Word on Raise.me

Optimistic

Potential

Interesting

Intervention Group 3

Feelings on Rising Costs of College

Nervous

Worried

Stressed

Cost Impacts Decision

Feelings After Participating in Raise.me Group

Hopeful

Relieved

Look hard for money

One Word on Raise.me

Helpful

Opportunity

Hopeful

Grateful

Motivational

BeneficialMajor Themes: Hope, Opportunity, Motivation

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Cycle 3: Reflections

April 22, 2015

• The first two focus groups had some different reactions to how they perceived the costs of attending college and how they evaluated the experience using Raise.me.

• There may be cultural expectations involved as Intervention Group 1 was comprised of all Latino students, while Intervention Group 2 was comprised of all White students.

April 23, 2015• This group was awesome! The juniors in Intervention Group 3 were very

engaged and provided some great feedback. • It is clear that their proximity to attending college has them thinking differently

than the freshman and sophomores that made up the first two focus groups.

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Proximal Outcomes: Academic Behavior

Freshman Sophomore Freshman Sophomore Junior1 2 3

-8

-6

-4

-2

0

2

4

6

8

10

ABCD

Change in Academic Performance

Intervention Group

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Proximal Outcomes: Academic Behavior

No Yes

-6

-4

-2

0

2

4

6

FreshmanJuniorSophomore

Change in Academic Performance

Expected Family Contribution

Page 27: Action Research: Performance Based Micro-Scholarships

Findings: By the Numbers$280,529

Aggregate Scholarship Money Earned

74Number of Scholarship Earners

$3,551 Average Scholarship Total Earned

91%Highest Percentage of Tuition Earned

20%Participants Who Earned Over $5,000

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Potential Significance

Local Actors Produce Local

Knowledge

CaliforniaCali-Centric

Transferability

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Project Legitimacy and LimitationsPROJECT LEGITIMACYTrustworthiness (Graig, 2009)• Intentional human action linked to knowledge and growth• Socially and contextually situated project• Staging experience to engage self and others to interrogate

aspects of learning and teaching• Commitment toward the construction of meaningful

knowledge

Triangulation• Numerous data points and perspectives addressed

Validity• Democratic• Catalytic• Dialogic

LIMITATIONS

Time• Duration and outcomes

Parent Involvement• A key piece to the financial aid puzzle

Access to Quantitative Data• Reliance on third party

Instrument Construction• Survey content developed by graduate researcher

Page 30: Action Research: Performance Based Micro-Scholarships

Evidence Based PracticeEvidence Based

Practice

Action Research

Knowledge Creation

Epistemology

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New Knowledge

Micro-scholarships

Hope and Opportunity

College Choice

Motivation

School Counselor

ResourceAdvocateChampion

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Final ReflectionsProcess

• Invaluable experience to attempt to run a program and deal with numerous challenges along the way: from getting displaced during a lesson, to losing participants, to having to cancel a parent session.

• I am comfortable with the fact that all my steps had a purpose and they were in the best interest of the students I was serving.

Micro-Scholarships

• What an unbelievable opportunity. Although things did not pan out exactly as I had anticipated, there is something to this micro-scholarship idea that is potentially profound.

• The possibilities of how robust programming in this area could impact students of need is incredible to think about.

Next Steps

• This was a ‘surface scratcher’, an exploration into the possibilities of micro-scholarship programming with diverse student populations. There are dozens of ways that the process could have been altered to provide students with more ways to connect and earn – something that I hope to explore further in the near future.

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ReferencesAdvisory Committee on Student Financial Assistance (ACSFA). 2008. Early & often: Designing a comprehensive system of financial aid information. Washington DC. Retrieved November 30, 2014, from https://www2.ed.gov/about/bdscomm/list/acsfa/earlyoftenreport.pdf.

Barnett, N., & Das D. (2013). Unlocking the potential of the Internet to improve college choice:a comparative case study of college-access Web tools. Journal of Marketing for Higher Education, 23(1), 113 –134.

Dimmitt, C., Carey, J. C., & Hatch, T. (Eds.). (2007). Evidence-based school counseling: Making a difference with data-driven practices. Corwin Press.

Graig, C. J. (2009). Trustworthiness in self-study research In Lassonde, CA, Galman, S., and Kosnik, C. Methodologies for teacher educators, 20-34.

Heller, D. (2006). Early commitment of financial aid eligibility. American Behavioral Scientist 49(12): 1719–1738.

Roderick, M., Coca, V., & Nagaoka J. (2011). Potholes on the road to college: High school effects in shaping urban students’ participation in college application, four-year college enrollment, and college match. Sociology of Education, 84(3), 178-211.

Stringer, E., & Dwyer R. (2005). Action research in human services. Upper Saddle River, NJ. Pearson Education Inc.

The National Association of Student Financial Aid Administrators. (2013). Reimagining financial aid to improve student access and outcomes. Retrieved November 20, 2014, from http://files.eric.ed.gov/fulltext/ED543364.pdf.

U.S. Department of Education, National Center for Education Statistics. (2013). Digest of Education Statistics, 2012 (NCES 2014-015).

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THANK YOU!

Scott MerkelGraduate Student - U. San [email protected]