Doctor of Education / Department of Educational Leadership / David Thompson / Information gained from the present study should provide important policy insights into whether adjustments to the School District Finance and Quality Performance Accreditation (SDFQPA) Act funding formula have supported the original goal behind SDFQPA, which was to provide more equal funding to public elementary and secondary pupils in Kansas. The study assessed selected fiscal and pupil performance impacts following changes to the SDFQPA funding formula during the years 2002 - 2011. The information gained from the present study also can be compared with the insights gained from the DeBacker study of 2002 which analyzed SDFQPA funding formula impacts from 1992 - 2001. The result of extending and expanding the DeBacker study to new data in 2011 is significant. When considered jointly, information from the two studies should provide insight about selected school funding variables impacted by the SDFQPA funding formula over a twenty-year span. The population for the study included all 289 Kansas school districts in existence in 2011. The study sample, 112 school districts, was arranged into decile groups based on assessed property valuation in 2002. The design resulted in 28 school districts in four decile groups of Deciles 1, 5, 6, and 10. Decile 1 school districts were considered poor, Deciles 5 and 6 were considered average wealth, and Decile 10 school districts were considered wealthy. The study was conducted in two phases. The first phase consisted of an extensive data review based on the critical element of local fiscal capacity to support schools across two book-end years 2002 and 2011. The following represent the fiscal and student performance variables analyzed in the first phase: enrollment, general fund amounts per pupil, supplemental general fund amounts per pupil, capital outlay fund amounts per pupil, bond and interest fund amounts per pupil, number of pupils per certified employee, and average teacher salaries. Other pupil performance variables examined included: graduation rates, dropout rates, and state reading and math assessment results. The second phase of the study attempted to expand on researcher observations made during the first phase through the use of surveys and telephone interviews. Surveys were mailed to the 112 school districts in the study sample to gather contextual information about the specific variables and also to gather information not available from the data. Survey information included the following: construction or remodeling of facilities, closing or combining of schools, and changes in secondary curricular offerings. Telephone interviews were also conducted with 5 randomly selected school districts from each of the four studied deciles to clarify the survey data and to gather school leaders’ perceptions about changes to the SDFQPA funding formula. Results of the study indicated that adjustments to SDFQPA from 2002-2011 did indeed increase the level of fiscal resources available to average wealth school districts at a greater rate than resource increases experienced by wealthy school districts. Pupil performance across all deciles improved, with the most dramatic improvements occurring within the average wealth school districts. The school districts within Decile 1 experienced the most improvements to facilities, and increases in curricular offerings when compared to other deciles. The results indicated that positive changes have occurred in the educational experience offered by Kansas school districts from 2002-2011. The positive changes were discovered with only cautious optimism, however, as more recent changes to SDFQPA could potentially undo the growth experienced by Kansas school districts from 2002 to 2011.

Doctor of Philosophy / Department of Family Studies and Human Services / Martin Seay / Retirement savings and income projections are among the most financially complex calculations individual Americans will encounter. The movement towards self-directed employer retirement plans has shifted the responsibility for securing an adequate retirement increasingly to the employee, who may lack the financial understanding needed for proper calculations and decisions. There is an expressed preference among employees for the delivery of financial education in the workplace, where a majority of their financial knowledge is obtained. However, adoption of workplace comprehensive financial education programs has been slow due to the cost, time commitment, and lack of empirical support for their value. While there have been some mixed findings, literature has generally supported associations between financial education programs and improved literacy and behaviors. A great deal of these mixed results can be explained by the lack of consistency among definitional frameworks for financial literacy, the lack of consistent measures, and the variety of topics and methods used, all of which limit the ability to establish causal support for the educational program’s effectiveness. However, the preference for financial education in the workplace among employees suggests both the need and desire for more comprehensive financial education offered by employers. The purpose of this research was to investigate and test the links between the components in the framework for financial literacy by testing participation in a worksite comprehensive financial education program. In Essay One, the link between financial education and change in financial literacy was tested. Essay Two tested the link between the financial education program and financial well-being. In Essay Three, the link between financial literacy and financial behavior was explored. The results indicated associations between all three links in the financial literacy model, utilizing both primary research employing quasi-experimental methods, and secondary research from a larger national data sample. For financial educators who are interested in developing and facilitating comprehensive financial education programs for employee or other groups, this research can help provide support and guidance for those efforts. If comprehensive financial education programs can be better positioned to help improve the levels of financial literacy among Americans, fewer negative associated behavioral effects, such as lack of planning and under saving for retirement, may occur.

This thesis traces the development of the New Zealand education reforms which began in the late 1980s from their ideological and theoretical foundations, especially those of human capital theory, through policy development and implementation. Polytechnic business programmes are used as a case study to illustrate the impact of the reforms and of one of the principal mechanisms by which the reforms were expected to be implemented-the National Framework. Evidence is provided that leads to policy questions regarding the implementation of the Framework under the aegis of the New Zealand Qualifications Authority. These concerns include competency based learning and administration and delivery complexities. The links between the reform intentions and the actuality of implementation are also examined. The assumption that the education reforms are expected to have significant impact on the country's economic performance is examined and factors which impact on workplace organisation and productivity and which may constrain the effects of improved worker education and training are discussed. The instrument of ‘the market’ as a means of achieving both efficiencies and effectiveness in tertiary education is also reviewed. There appears to be an absence of a common understanding of the nature, composition and behaviour of education markets. Indicative evidence is also provided regarding the complexity of student investment decisions with regard to tertiary education decisions. This study provides evidence to support human capital theory as a force influencing the decision to undertaken tertiary education, but as part of a much more complex model of the tertiary education decision making process than it would appear that policy makers have considered. Evidence is presented that leads to questions regarding the assumption that industry will take ownership of the reform processes. Evidence is presented of industry indifference and inertia to the reforms. Recommendations for the re-examination of developments to date are made, together with research programmes to provide a sound empirical base for future policy making. Without a structured critical review of the reform intentions versus the emerging actuality, there is a danger that the reforms may, in part at least, prove to be both inefficient and ineffectual. / Subscription resource available via Digital Dissertations only.

This thesis traces the development of the New Zealand education reforms which began in the late 1980s from their ideological and theoretical foundations, especially those of human capital theory, through policy development and implementation. Polytechnic business programmes are used as a case study to illustrate the impact of the reforms and of one of the principal mechanisms by which the reforms were expected to be implemented-the National Framework. Evidence is provided that leads to policy questions regarding the implementation of the Framework under the aegis of the New Zealand Qualifications Authority. These concerns include competency based learning and administration and delivery complexities. The links between the reform intentions and the actuality of implementation are also examined. The assumption that the education reforms are expected to have significant impact on the country's economic performance is examined and factors which impact on workplace organisation and productivity and which may constrain the effects of improved worker education and training are discussed. The instrument of ‘the market’ as a means of achieving both efficiencies and effectiveness in tertiary education is also reviewed. There appears to be an absence of a common understanding of the nature, composition and behaviour of education markets. Indicative evidence is also provided regarding the complexity of student investment decisions with regard to tertiary education decisions. This study provides evidence to support human capital theory as a force influencing the decision to undertaken tertiary education, but as part of a much more complex model of the tertiary education decision making process than it would appear that policy makers have considered. Evidence is presented that leads to questions regarding the assumption that industry will take ownership of the reform processes. Evidence is presented of industry indifference and inertia to the reforms. Recommendations for the re-examination of developments to date are made, together with research programmes to provide a sound empirical base for future policy making. Without a structured critical review of the reform intentions versus the emerging actuality, there is a danger that the reforms may, in part at least, prove to be both inefficient and ineffectual. / Subscription resource available via Digital Dissertations only.

This thesis traces the development of the New Zealand education reforms which began in the late 1980s from their ideological and theoretical foundations, especially those of human capital theory, through policy development and implementation. Polytechnic business programmes are used as a case study to illustrate the impact of the reforms and of one of the principal mechanisms by which the reforms were expected to be implemented-the National Framework. Evidence is provided that leads to policy questions regarding the implementation of the Framework under the aegis of the New Zealand Qualifications Authority. These concerns include competency based learning and administration and delivery complexities. The links between the reform intentions and the actuality of implementation are also examined. The assumption that the education reforms are expected to have significant impact on the country's economic performance is examined and factors which impact on workplace organisation and productivity and which may constrain the effects of improved worker education and training are discussed. The instrument of ‘the market’ as a means of achieving both efficiencies and effectiveness in tertiary education is also reviewed. There appears to be an absence of a common understanding of the nature, composition and behaviour of education markets. Indicative evidence is also provided regarding the complexity of student investment decisions with regard to tertiary education decisions. This study provides evidence to support human capital theory as a force influencing the decision to undertaken tertiary education, but as part of a much more complex model of the tertiary education decision making process than it would appear that policy makers have considered. Evidence is presented that leads to questions regarding the assumption that industry will take ownership of the reform processes. Evidence is presented of industry indifference and inertia to the reforms. Recommendations for the re-examination of developments to date are made, together with research programmes to provide a sound empirical base for future policy making. Without a structured critical review of the reform intentions versus the emerging actuality, there is a danger that the reforms may, in part at least, prove to be both inefficient and ineffectual. / Subscription resource available via Digital Dissertations only.

This thesis traces the development of the New Zealand education reforms which began in the late 1980s from their ideological and theoretical foundations, especially those of human capital theory, through policy development and implementation. Polytechnic business programmes are used as a case study to illustrate the impact of the reforms and of one of the principal mechanisms by which the reforms were expected to be implemented-the National Framework. Evidence is provided that leads to policy questions regarding the implementation of the Framework under the aegis of the New Zealand Qualifications Authority. These concerns include competency based learning and administration and delivery complexities. The links between the reform intentions and the actuality of implementation are also examined. The assumption that the education reforms are expected to have significant impact on the country's economic performance is examined and factors which impact on workplace organisation and productivity and which may constrain the effects of improved worker education and training are discussed. The instrument of ‘the market’ as a means of achieving both efficiencies and effectiveness in tertiary education is also reviewed. There appears to be an absence of a common understanding of the nature, composition and behaviour of education markets. Indicative evidence is also provided regarding the complexity of student investment decisions with regard to tertiary education decisions. This study provides evidence to support human capital theory as a force influencing the decision to undertaken tertiary education, but as part of a much more complex model of the tertiary education decision making process than it would appear that policy makers have considered. Evidence is presented that leads to questions regarding the assumption that industry will take ownership of the reform processes. Evidence is presented of industry indifference and inertia to the reforms. Recommendations for the re-examination of developments to date are made, together with research programmes to provide a sound empirical base for future policy making. Without a structured critical review of the reform intentions versus the emerging actuality, there is a danger that the reforms may, in part at least, prove to be both inefficient and ineffectual. / Subscription resource available via Digital Dissertations only.

This thesis traces the development of the New Zealand education reforms which began in the late 1980s from their ideological and theoretical foundations, especially those of human capital theory, through policy development and implementation. Polytechnic business programmes are used as a case study to illustrate the impact of the reforms and of one of the principal mechanisms by which the reforms were expected to be implemented-the National Framework. Evidence is provided that leads to policy questions regarding the implementation of the Framework under the aegis of the New Zealand Qualifications Authority. These concerns include competency based learning and administration and delivery complexities. The links between the reform intentions and the actuality of implementation are also examined. The assumption that the education reforms are expected to have significant impact on the country's economic performance is examined and factors which impact on workplace organisation and productivity and which may constrain the effects of improved worker education and training are discussed. The instrument of ‘the market’ as a means of achieving both efficiencies and effectiveness in tertiary education is also reviewed. There appears to be an absence of a common understanding of the nature, composition and behaviour of education markets. Indicative evidence is also provided regarding the complexity of student investment decisions with regard to tertiary education decisions. This study provides evidence to support human capital theory as a force influencing the decision to undertaken tertiary education, but as part of a much more complex model of the tertiary education decision making process than it would appear that policy makers have considered. Evidence is presented that leads to questions regarding the assumption that industry will take ownership of the reform processes. Evidence is presented of industry indifference and inertia to the reforms. Recommendations for the re-examination of developments to date are made, together with research programmes to provide a sound empirical base for future policy making. Without a structured critical review of the reform intentions versus the emerging actuality, there is a danger that the reforms may, in part at least, prove to be both inefficient and ineffectual. / Subscription resource available via Digital Dissertations only.

Doctor of Education / Department of Educational Leadership / David C. Thompson / The purpose of this study was to examine selected financial implications of various mandates in the No Child Left Behind Act (P.L. #107-110 popularly known as NCLB) of 2001 on Kansas public school districts. Specific mandates included accountability for student achievement, more educational choices for parents, teaching methods that produce results, emphasis on reading, emphasis on math, hiring highly qualified teachers, and teaching English to all students. Expenditures for these mandates were identified and analyzed to estimate which mandates were perceived as having the greatest financial impact on Kansas school districts’ budgets during FY 2006—the fiscal year of record for this study. A survey research design was utilized for this study. The survey instrument sought opinions about expenditure items categorized according to the selected mandates. A seven-point one-directional intensity scale was used to determine school superintendents’ attitudes toward the financial impact of selected mandates on their school districts’ budget. Data were analyzed and reported using measures of central tendency, range, inter-quartile analysis, and standard deviation. Narrative responses from respondents were also presented. Analysis of data revealed that many Kansas public schools are presently experiencing economic and political conditions that could interfere with the state’s ability to provide a quality education for all students under NCLB. Such conditions often include: (1) decreasing student enrollment, resulting in consolidation of some school districts; (2) difficulty hiring and retaining highly qualified teachers and administrators: (3) increasing numbers of superintendents with less experience in a position that has become more demanding and complex; (4) increased need to use existing funds to improve the academic performance of economically disadvantaged and special education students; and (5) having to rely on the singular standard of annual assessment of student performance in math and reading to determine accreditation success or failure.

Doctor of Education / Department of Educational Leadership / David C. Thompson / The purpose of this study was to analyze opinions of selected school district stakeholders regarding potentially critical factors in school bond referendum success and failure in Kansas during the years 2004-2007. Of the 72 eligible school districts, one district was randomly selected from each of six groups formed through a stratified random sampling process utilizing district enrollment (small, medium, large) and bond election result (successful, unsuccessful). Four purposefully selected respondents from each district participated in a mixed methods strategy of inquiry that included completing a 32-item written survey and participating in a personal interview. The survey served as the standardized data collection instrument. Survey data were used to augment and expand upon understanding of the bond referendum process gained from the personal interviews by examining respondents‟ perceptions of how important campaign strategies were, or would have been, in influencing election results. Frequency distributions were constructed in an attempt to identify relationships between variables identified as important to bond election success. Cross-tabulations and Pearson's chi-square were the statistical treatments chosen to further analyze the survey data. During the interviews, participants were asked a set of standard questions as well as questions unique to their role in the election process. The questions were designed to elicit in-depth responses about factors critical to the bond's success or failure and to gather useful advice for other districts preparing for a bond election. Interviews were used to discover new data, further develop existing data, and assist in organizing all data sources to construct a "story" describing bond election experiences in Kansas. The study findings indicate that unsuccessful districts utilize more campaign strategies and perceive them to be more important than successful districts, but that successful districts are more in tune with patrons. As each district is unique, it was found that strategies that were successful in one district might not be in another. Three factors found to be critical included: having unanimous school board support for the bond referendum, developing an on-going public relations strategy with patrons, and communicating the elements of a bond referendum to all patrons in simple, clear, and honest language.

Doctor of Education / Department of Educational Leadership / David C. Thompson / The purpose of this study was to determine what school leaders believe is a suitable funding level for Kansas school districts and to simulate the effect and cost of selected findings. More specifically, three questions were examined: How much money do top leaders in each school district in Kansas believe is needed to provide a suitable education for all students in their school district? What would be a suitable per-pupil funding level for districts when examined by varying enrollment sizes if based on the perceived needs of school district leaders in Kansas? And, what would be the statewide cost to implement a suitable per-pupil funding level for districts of varying sizes based on the expressed needs of school district leaders in Kansas? To accomplish its purpose, the study was carried out in three phases. First, it examined research in the areas of school finance equity and adequacy, both of which influence how much money is distributed to schools. Second, this study surveyed top school district leaders in Kansas in search of their opinions regarding how much money is needed to provide an adequate and suitable education. Third, survey data provided the basis for selected simulations designed to estimate the effect and cost of proposed changes on individual school districts and the state of Kansas. The results of this study show that school district leaders widely believe more money is needed to meet performance mandates for regular education students, at-risk students, and bilingual students. When considering only regular education students, this study found that school leaders believe the state of Kansas is underfunding schools by $577 million. In addition, this study shows that at-risk students need an additional $246.6 million to be provided an adequate education, while bilingual student show nearly another $18 million of need. Some school districts in Kansas have managed to offset the perceived under-funding by utilizing local tax options beyond base state funding. These local options, however, are subject to voter approval and lead to concern by some over equitable and adequate funding for all school districts in Kansas.