Order of Review Goal: Discuss applications in order of average preliminary score. Why: •Concern - variation of scores during different times of the meeting. One recommendation was to recalibrate scores at the end of the meeting . Solution: •Recalibrate “dynamically” throughout meeting.
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Contd. Contd.. [NFR_003]- “Re-planning of a meeting should be done as dynamically and with as much flexibility as possible;” Issue– Incomplete and ambiguous. The words “dynamically” and “flexibility” cannot be quantified or measured as no clear definition is provided for them. It does not indicate who can/or has the authority to re-plan the meeting. Option 1 –The system shall allow the meeting initiator to re-plan the meeting. The word “dynamically” indicates that the system shall find a suitable meeting time and date based on the information available including preferred and exclusion sets, locations and resource requests. The word “flexibility” refers to provision available to the important and active participants to change their feedback whenever necessary but before the meeting deadline. Option 2 – The system shall re-plan the meeting in-case of a conflict. The word “dynamically” indicates that the system shall find a suitable meeting time and date based on the information available including preferred and exclusion sets, locations and resource requests. The word “flexibility” refers to allowing the important and active participants to change the date range and providing their exclusion and preferred sets from the new range before the meeting deadline. Decision and rationale – Option 1 is more flexible as it offers control for the meeting initiator to decide on the date and time providing a simple and feasible solution. Date March 2, 2010
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Contd. Contd.. [NFR_003]- “Re-planning of a meeting should be done as dynamically and with as much flexibility as possible;” Issue– Incomplete and ambiguous. The words “dynamically” and “flexibility” cannot be quantified or measured as no clear definition is provided for them. It does not indicate who can/or has the authority to re-plan the meeting. Option 1 –The system shall allow the meeting initiator to re-plan the meeting. The word “dynamically” indicates that the system shall find a suitable meeting time and date based on the information available including preferred and exclusion sets, locations and resource requests. The word “flexibility” refers to provision available to the important and active participants to change their feedback whenever necessary but before the meeting deadline. Option 2 – The system shall re-plan the meeting in-case of a conflict. The word “dynamically” indicates that the system shall find a suitable meeting time and date based on the information available including preferred and exclusion sets, locations and resource requests. The word “flexibility” refers to allowing the important and active participants to change the date range and providing their exclusion and preferred sets from the new range before the meeting deadline. Decision and rationale – Option 1 is more flexible as it offers control for the meeting initiator to decide on the date and time providing a simple and feasible solution. Date March 25, 2010
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5. Mean projections and mean student scores are calculated. Student Projection1 Student Score 1 Student Projection 2 Student Score 2 Student Projection 3 Student Score 3 Student Projection 4 Student Score 4 Student Projection 5 Your School Student Score 5 Student Projection 6 Student Score 6 Student Projection 7 Student Score 7 Student Projection 8 Student Score 8 Student Projection 9 Student Score 9 Student Projection 10 Student Score 10 Student Projection 11 Student Score 11 Student Projection 12 Student Score 12 Student Projection 13 Student Score 13 Student Projection 14 Student Score 14 Student Projection 15 Student Score 15 Student Projection 16 Student Score 16 Student Projection 17 Student Score 17 Student Projection 18 Student Score 18 Student Projection 19 Student Score 19 Student Projection 20 Student Score 20 Mean Projected Score Mean Student Score Copyright © 2003. Battelle for Kids
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Understanding the Equity Summary Score Methodology 2 3. Calculate – The normalized analysts’ recommendations and the accuracy weightings are combined to create a single score. For the largest 1,500 stocks by market capitalization, these scores are then forcibly ranked against all the other scores to create a standardized Equity Summary Score on a scale of 0.1 to 10.0 for the 1,500 stocks. This means that there will be a uniform distribution of scores provided by the model thereby assisting investors in evaluating the largest stocks (in terms of Understanding the Equity Summary Score Methodology Provided By 2 capitalization), which typically make up the majority of individual investors’ portfolios. Finally, smaller cap stocks are then slotted into this distribution without a force ranking, and may not exhibit the same balanced distribution. The Equity Summary Score and associated sentiment ratings by StarMine are: 0.1 to 1.0 ‐ very bearish 1.1 to 3.0 ‐ bearish 3.1 to 7.0 ‐ neutral 7.1 to 9.0 ‐ bullish 9.1 to 10.0 ‐ very bullish Other Important Model Factors:  An Equity Summary Score is only provided for stocks with ratings from four or more independent research providers.  New research providers are ramped in slowly by StarMine to avoid rapid fluctuations in Equity Summary Scores. Indep. research providers that are removed from Fidelity.com will similarly be ramped out slowly to avoid rapid fluctuations. Notes on Using the Equity Summary Score: The Equity Summary Score and sentiment ratings are ratings of relative, not absolute forecasted performance. The StarMine model anticipates that the highest rated stocks, those labeled “Very Bullish” as a group, may outperform lower rated groups of stocks. In a rising market, most stocks may experience price increases, and in a declining market, most stocks may experience price declines  Proper diversification within a portfolio is critical to the effective use of the Equity Summary Score. Individual company performance is subject to a broad range of factors that cannot be adequately captured in any rating system.  Larger differences in Equity Summary Scores may lead to differences in future performance. The sentiment rating labels should only be used for quick categorization. An 8.9 Bullish is closer to a 9.1 Very Bullish than a 7.1 Bullish.  For a customer holding a stock with a lower Equity Summary Score, there are many important considerations (for example, taxes) that may be much more important than the Score.  The Equity Summary Score by StarMine does not predict future performance of underlying stocks. The Equity Summary Score model has only been in production since August 2009 and therefore no assumptions should be made about how the model will perform in differing market conditions. Understanding the Equity Summary Score Methodology Provided By 3 How has the Equity Summary Score performed? Transparency is a core value at Fidelity, and that is why StarMine provides Fidelity with a view of the historical aggregate performance of the Equity Summary Score across all covered stocks each month. You can use this to obtain insight into the performance and composition of the Equity Summary Score. In addition, the individual stock price performance during each period of the Equity Summary
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Understanding the Equity Summary Score Methodology 3 Score sentiment can be viewed on the symbol ‐ specific Analyst Opinions History and Performance pages. 1. Equity Summary Scorecard Summary: A Total Return by Sentiment chart shows how a theoretical portfolio of stocks in each of the five sentiments performed within the selected time period. For example, the bright green bar represents the performance of all the Very Bullish stocks. Provided for comparison is the performance of First Call Consensus Recommendation of Strong Buy, the average of all stocks with an Equity Summary Score, and the S&P 500 Total Return Index. 2. Performance by Sector and Market Cap Fidelity customers have access to more in‐depth analysis of the Equity Summary Score universe and performance. The Total Return by Sector chart provides the historical performance of a theoretical portfolio of Very Bullish stocks in each sector over the time period selected. For comparison, the average performance of all stocks with an Equity Summary Score during the time period by sector is also provided. The Total Return by Market Cap shows the historical performance by market capitalization for stocks with an Equity Summary Score of Very Bullish as compared to typical market benchmarks as well the average for the largest 500 stocks, the next smaller 400 stocks, and the next 600 smaller stocks by market capitalization. The last table is the Equity Summary Score universe distribution for the reporting month by market capitalization and score. Understanding the Equity Summary Score Methodology Provided By 4 Important Information on Monthly Performance Calculations by StarMine  The set of covered stocks and ratings are established as of the second to last trading day of a given month. For a stock to be included in the scorecard calculations, it must have an Equity Summary Score as of the second to the last trading day of the month. The positions are assumed to be entered into on the last trading day of the month, and, if necessary, exited on the last trading day of the next month.  The Scorecard calculations use the closing price as of the last trading day of the month. The Scorecard calculations assume StarMine exits old positions and enters new ones at the same time at closing prices on the last trading day of a given month. The calculations assume 100% investment at all times.  The 1‐Year total return by Market Cap table breakpoints for the largest 500 stocks (large cap), the next 400 (mid cap), and the next 600 (small cap), are also established as of the end of trading on the second to the last trading day of a given month.  The calculation of performance assumes an equal dollar weighted portfolio of stocks ie theoretical investment allocated to each stock is the same  Performance in a given month for a given stock is calculated as [starting price (starting price meaning closing price as of the last day of trading of the prior month) less the ending price, divided by the starting price.] Prices incorporate any necessary adjustments for dividends and corporate actions (e.g. splits or spinoffs).  The performance of a given tier of rated stocks is calculated by adding up the performance of all stocks within that given tier, then dividing by the total number of stocks in a given tier.  The process for the next month begins again by looking at Equity Summary Scores as of the second‐to‐last trading day of the new month, placing stocks into their given tiers, and starting the process all over again.  It is important to note that the “theoretical” portfolio rebalancing process that StarMine performs between the end of one month and the beginning of the next month is, for the purposes of the scorecard, a cost‐free process. This means that no commissions or other transaction costs (e.g. bid/ask spreads) are included in the calculations.  If a customer attempted to track portfolios of stocks similar to those included in the scorecard, their returns would likely differ due to transaction costs as well as different purchase and sale prices received when buying or selling stocks.
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Results: Fall 2013 & Spring 2014 Single Reader Scores, Spring 2014 (Out of 540 total reads ) 143 178 * 22 DQ Essays * 68 DQ Essays 117 102 133 129 85 95 63 55 30 28 Score 5 Score 4 Avg. Score: 2.24 Score 3 Score 2 Score 1 Score 0 Passing Scores (>=3) 77 (27.6%) Score 5 Score 4 Score 3 Score 2 Score 1 Score 0 Avg. Score: 2.27 Passing Scores (>=3) 64 (31.8%)
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Understanding the Equity Summary Score Methodology 7 Using the Equity Summary Score 8 3. Symbol‐specific Opinion History and Performance Page: The Opinion History and Performance pages provide detailed information on the score and sentiment history for the last 12 months where applicable, as well as the price‐performance of that stock during the periods of time when the sentiment and equity score were at different levels. Clicking the box will overlay a price chart for the stock. 4. Symbol‐specific Compare Page: The default, Key Statistics, view includes, where applicable, an Equity Summary Score for the primary symbol as well as competitors when “Show Competitors” is clicked. To see the individual research providers and the ratings that are included in the Equity Summary score, you can roll over the number of analysts or change the view to “Analyst Opinions.” Customers may also create their own compare review that includes the Equity Summary Score. Using the Equity Summary Score 9 5. Symbol‐specific Company Research Highlights Report The Company Research Highlights Report is a printable aggregation of various pieces of third‐party content. It includes fundamental data, dividend information, a brief company overview and key facts, as well as analyst opinions. The analyst opinions section includes the information found on the Analyst Opinions page in the stock’s Snapshot. Using the Equity Summary Score: Stock research mentioned herein is supplied by companies that are not affiliated with Fidelity Investments. These companies’ recommendations do not constitute advice or guidance, nor are they a measure of the suitability of any particular security or trading strategy. Please determine which security, product, or service is right for you based on your investment objectives, risk tolerance, and financial situation. Be sure to review your decisions periodically to make sure they are still consistent with your goals. Equity Summary Scores /Sentiments and Equity Summary Score Scorecards are provided for informational purposes only, and do not constitute advice or guidance, nor are they an endorsement or recommendation for any particular research provider. The Equity Summary Score/Sentiment and Equity Summary Scorecard are provided by StarMine, an independent company not affiliated with Fidelity Investments. The underlying performance data is provided by Investars.com, an independent company not affiliated with Fidelity Investments. Fidelity Brokerage Services, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 586367.3.0 10
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STUDY COMMITTEE TIME LINE ACTIVITY Meeting with Senator Burton 2PM - State Capitol 1st  Group Meeting  - 10AM-2PM 2nd Group Meeting - 10AM-2PM 3nd Group - 10AM-2PM 4th Group Meeting 10AM-2PM MACJC Legislative Workshop PURPOSE Introduce Jimmy Clarke; Discuss & Review Study Committee Process DATE April 2 Discuss Purpose & Process; Discuss Guiding Principles; Review Existing Metrics & Benchmarks; Discuss Concept of Weighting Adopt Guiding Principles; Adopt Final Metrics; Review Existing Data & Benchmarks in Each Metric; Discuss Concept of Weighting Discuss & Finalize Existing Data to be Included in Each Metric; Discuss Potential Data Runs; Discuss Concept of Weighting Adopt Data Points for Each Metric; Adopt Weights for Each Data Point; Review Initial Data Runs; Discuss Draft Recommendations Present Draft Recommendations to MACJC for Discussion April 8 (Jackson) April 28 (Jackson) May 21 (Jackson) June 8 (Jackson) June 14-17 (Tupelo) MACJC Special Called Meeting Present Formula to MACJC for Final Approval July 21 (Tentative/TBD) MCCB Meeting Present Formula to MCCB for Final Approval August 21 (Jackson) Incorporation into Strategic Plans to be submitted to LBO Adjust Colleges’ and MCCB’s LBO Strategic Plans Accordingly. Month of August Presentation to Legislature Present Proposed Formula to Appropriations Chairs, PEER, LBO Sept. 1
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Student Performance – Scorecard Indicators Completion Rates – College Prepared, Underprepared, and Overall Completion Rate (Scorecard) - College Prepared  20112012 20122013 20132014 20142015 20152016 62.7 64.4 63.6 64.0 62.2 Historical Goals 2015-2016 Short-term (1 Year) Goal (goal for 2016-2017) 64.5 Completion Rate (Scorecard) - Unprepared for College  20112012 20122013 20132014 20142015 38 38.4 Rate (Scorecard) 36.6 36.9Completion 20112012 42.2 20122013 42.4 20132014 40.8 2015-2016 38.5 Overall  20142015 41.7 20152016 42.4 2015-2016 Long-term (6 Years) Goal 66 Goals Short-term (1 Year) Goal (goal for 20172018) 63.9 Long-term (6 Years) Goal 66.4     Historical Goals Goals 20152015-2016 2016 Short-term Long-term (1 Year) Goal (6 Years) (goal for 2016-2017) Goal 37 Historical Goals 38 Short-term (1 Year) Goal Long-term (goal for 2017(6 Years) 2018) Goal 38.2Goals 40.7 2015-2016 Short-term (1 Year) Goal (goal for 20162017) 42 2015-2016 Long-term (6 Years) Goal 43 Short-term (1 Year) Goal (goal for 20172018) 42.4 Long-term (6 Years) Goal 44.9 Strategic target – average of the historical years + .5% for short term. +2.5 for long term
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Student Performance – Scorecard Indicators Remedial Rates – Math, English, English Second Language Remedial Rate (Scorecard) - Math  Historical Goals 2011-2012 2012-2013 2013-2014 2014-2015 2015-2016 29 30.4 29.2 32.9 37.1 Remedial Rate (Scorecard) - English  2015-2016 Short-term (1 Year) Goal (goal for 20162017) 32 2015-2016 Long-term (6 Years) Goal 33 Historical Goals 2011-2012 2012-2013 2013-2014 2014-2015 2015-2016 35.4 36.2 40.3 38.5 44.7 Remedial Rate (Scorecard) - ESL  2015-2016 Short-term (1 Year) Goal (goal for 20162017) 39 2015-2016 Long-term (6 Years) Goal 40 Historical Goals 2011-2012 2012-2013 2013-2014 2014-2015 2015-2016 4.4 6.6 10.1 24 27.4 2015-2016 Short-term (1 Year) Goal (goal for 2016-2017) 10 2015-2016 Long-term (6 Years) Goal 12 Goals Short-term (1 Year) Goal (goal for 2017-2018) 32.2 Long-term (6 Years) Goal 34.7 Goals Short-term (1 Year) Goal (goal for 20172018) 39.5 Long-term (6 Years) Goal 42.2     Goals Short-term (1 Year) Goal (goal for 20172018) 15.0 Long-term (6 Years) Goal 17.5 Strategic target – average of the historical years + .5% for short term, +2.5% for long term
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Join a Lync Meeting 1. In the meeting request, click Join Lync Meeting or click Join Online in the meeting reminder. 2. On the Join Meeting Audio window, select one of the options: Lync 2013 Quick Reference Lync ScheduleMeetings a Lync Meeting Use Lync (full audio and video experience) You can use computer audio and video with your computer’s built-in devices, or a headset and camera. You can simply schedule an Lync Meeting by using the Outlook add-in for Lync. 1. Open your Outlook calendar and on the Home tab, click New Lync Meeting. Call me at: Lync calls you at a number you provide. 2. Don’t join audio Select this if you prefer to call in to the meeting audio with a phone. Use the conference numbers and ID in the invitation to dial in. In the meeting request, add recipients, a subject, agenda, and date/time. Do I need a PIN, work number or extension? Not always. Most of the time when you call in to the meeting, you get connected right away. You only need a PIN and extension if: • You’re the leader (Organizer) of the meeting, and calling from a phone that isn’t connected to your account; such as a cell phone. • You’re an attendee, but the meeting is secured and you need to be identified before joining, (referred to as Authenticated caller). When prompted, use your phone dial pad to enter your number and PIN. If you don’t remember your PIN, click Forgot your Dial-in PIN in the meeting request and follow the instructions on the page to reset. © 2013 Microsoft Corporation. All rights reserved. The meeting request contains the meeting link and audio information that the participant can use to join the meeting or conference call. Set meeting options You can customize your meeting options to fit your requirements, meeting type, and the participants. For example, customize access, presenters, video sharing permissions, and so on. In the meeting request, click Meeting Options, then click A new meeting space (I control permissions). • To control meeting access, select an option under These people don’t have to wait in the lobby. • To choose presenters, select an option under Who’s a presenter? • To mute all attendees and prevent them from sharing video, use the options under Do you want to limit participation?
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Join a Lync Meeting 1. In the meeting request, click Join Lync Meeting or click Join Online in the meeting reminder. 2. On the Join Meeting Audio window, select one of the options: Lync 2013 Quick Reference Lync ScheduleMeetings a Lync Meeting Use Lync (full audio and video experience) You can use computer audio and video with your computer’s built-in devices, or a headset and camera. You can simply schedule an Lync Meeting by using the Outlook add-in for Lync. 1. Open your Outlook calendar and on the Home tab, click New Lync Meeting. Call me at: Lync calls you at a number you provide. 2. Don’t join audio Select this if you prefer to call in to the meeting audio with a phone. Use the conference numbers and ID in the invitation to dial in. In the meeting request, add recipients, a subject, agenda, and date/time. Do I need a PIN, work number or extension? Not always. Most of the time when you call in to the meeting, you get connected right away. You only need a PIN and extension if: • You’re the leader (Organizer) of the meeting, and calling from a phone that isn’t connected to your account; such as a cell phone. • You’re an attendee, but the meeting is secured and you need to be identified before joining, (referred to as Authenticated caller). When prompted, use your phone dial pad to enter your number and PIN. If you don’t remember your PIN, click Forgot your Dial-in PIN in the meeting request and follow the instructions on the page to reset. © 2012 Microsoft Corporation. All rights reserved. The meeting request contains the meeting link and audio information that the participant can use to join the meeting or conference call. Set meeting options You can customize your meeting options to fit your requirements, meeting type, and the participants. For example, customize access, presenters, video sharing permissions, and so on. In the meeting request, click Meeting Options, then click A new meeting space (I control permissions). • To control meeting access, select an option under These people don’t have to wait in the lobby. • To choose presenters, select an option under Who’s a presenter? • To mute all attendees and prevent them from sharing video, use the options under Do you want to limit participation?
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Categories of the Committee’s Recommendations Foundational Elements Recommendation 1: The digital infrastructure. Improve the capacity to capture clinical, care delivery process, and financial data for better care, system improvement, and the generation of new knowledge. Recommendation 2: The data utility. Streamline and revise research regulations to improve care, promote the capture of clinical data, and generate knowledge. Care Improvement Targets Recommendation 3: Clinical decision support. Accelerate integration of the best clinical knowledge into care decisions. Recommendation 4: Patient-centered care. Involve patients and families in decisions regarding health and health care, tailored to fit their preferences. Recommendation 5: Community links. Promote community-clinical partnerships and services aimed at managing and improving health at the community level. Recommendation 6: Care continuity. Improve coordination and communication within and across organizations. Recommendation 7: Optimized operations. Continuously improve health care operations to reduce waste, streamline care delivery, and focus on activities that improve patient health. Supportive Policy Environment Recommendation 8: Financial incentives. Structure payment to reward continuous learning and improvement in the provision of best care at lower cost. Recommendation 9: Performance transparency. Increase transparency on health care system performance. Recommendation 10: Broad leadership. Expand commitment to the goals of a
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