Adaptive Learning

Carnegie Learning Institute

Strategy Summit: Smart Education & Learning (Adaptive Learning)

/BTC/

9/30/15 1 © 2014 Apollo Education Group, Inc. All rights reserved.

1. Outline

9/30/15 © 2014 Apollo Education Group, Inc. All rights reserved.

2 Smart Education & Learning

3 Adaptive Learning

4 Recommendations

5 Appendix

Smart Education & Learning


2. Smart Education & Learning: Definition

4 9/30/15 © 2014 Apollo Education Group, Inc. All rights reserved.


Technologies that are used to

convert traditional education

systems into automated virtual

learning environments.

Hardware

•  Interactive white board

•  Simulation-based learning hardware

•  Other hardware

Software

•  LMS/LCMS •  Open source

software •  Mobile

education apps •  Other software

Educational Content

•  Digital content •  Test and

assessment market

•  Digital textbook •  Other

Services

•  Portals •  LSP •  Support

services (online tutoring and professional development (PD)

•  Other

2. Smart Education & Learning: Market


Market Forecast

Global market size is forecasted

to grow from $73.8 B in 2011 to

$344.94 B in 2019. Likewise,

CAGR is expected to rise from

20.3% (‘11 – ’17) to 23.2% (‘14

– ’19).

73.8

121.53

220

344.94

0

50

100

150

200

250

300

350

400

2011 2014 2017 2019

Global Market Size ($ B.)

CAGR: 23.2% (‘14-’19)

CAGR: 20.3% (‘11-’17)

2. Smart Education & Learning: Segments


Market Segments

The market for smart education

and learning may be divided

into four segments, their names

and forecasted financial data

are as follows:

97.9

72.9

37.2

12.1

0

20

40

60

80

100

120

Services Content Software Hardware

Global Market Segment Size ($ B.)

CAGR: 26.6% (‘12-’17)

CAGR: 12.1% (‘12-’17)

2. Smart Education & Learning: Buyers


Global Buyer Segments

The five largest global buyer

segments are as follows:

Higher Education Course Providers PreK-12

Enterprise/Business Enterprise Course Providers Healthcare

Government

2. Smart Education & Learning: Occupants


Market Occupants

The nine companies occupying

the majority of the market are

as follows:

Ellucian, Inc. (U.S.) Smart Technologies (U.S.) Blackboard Inc. (U.S.)

Kaplan Inc. (U.S.) Educomp Solutions Ltd. (India) NIIT Limited (India)

Promethean World Plc (UK) Pearson PLC (UK) Informa Plc

(Switzerland)

2. Smart Education & Learning: Learning Modes


Learning Modes

Within the smart education and

learning market, there are

seven learning modes, which

are as follows:

Self-paced e-learning

Virtual classroom/Webinars

Mobile Learning

Collaboration-based learning

Social learning

Simulation-based

learning

Game-based

learning

2. Smart Education & Learning: Regions


Regions

The smart education and

learning market can be divided

into four regions. Within these

regions, forecasts for 2014 and

2019 project that North America

will have the largest share of

this market, followed by Europe

and Asia-Pacific.

North America Asia-Pacific

Europe, Middle East and Africa Rest of World

2. Smart Education & Learning: Market Dynamics


Market Dynamics

The smart education and

learning market dynamics

consist of drivers, restraints,

and opportunities:

Drivers

•  Emergence Of Digital Education

•  Progression Of Interactive Learning Systems

•  Growth Of Educational Applications

•  Online And Blended Learning

Restraints

•  Low Digital Fluency Among Educational Institutions

•  Improper Roadmaps And Scarcity Of Resources

•  Competition From New Models Of Education

Opportunities

•  Growth Of Educational Technology

•  Emerging Potential Markets

Adaptive Learning


3. Adaptive Learning: Definition


Adaptive Learning

An approach to instruction and

remediation that is data-driven,

may be linear and/or non-linear,

and that adjusts to a learner’s

interactions and demonstrated

p e r f o r m a n c e l e v e l a n d

subsequently anticipates what

types of content and resources

learners’ need at a specific

point in time to make progress.

Traditional

Adaptive

3. Adaptive Learning: Solutions


Solutions

Each adaptive learning solution

is composed of an:

1.  Approach

2.  Modules

Approach

Modules

Spectrum of Adaptive Learning

Hard-Coded •  Matching of patterns of

correct/incorrect answers to designated learning objects

Data-Driven •  Analysis of learning

trends based on previous student patterns

Cognitive •  Detailed understanding

of successful and unsuccessful student strategies with dynamic learner feedback at each granular step. Emulates live tutor.

Expert Module

•  The module with the information which is to be taught

Student Module

•  The module which tracks and learns about the student

Instructional Module

•  The module which actually conveys the information

Instructional Environment

•  The user interface for interacting with the system

3. Adaptive Learning: Sales Channels


Sales Channels

The adaptive learning market

has three sales channels, which

are as follows:

Direct-to-Learner

Direct-to-Institution

Partnership (Platform or Publisher)

Definition

•  Moving products from production to buyer without the use of partnerships/publishers and/or institutions

Adv./Dis.

•  Advantages: Connect with consumer; low overhead; higher rates of profit

•  Disadvantages: Limitations in reach and volume

Examples

•  GRAPPLE Project •  Pearson •  Macmillan (PrepU)

Definition •  Moving products from

production to institutions without use of partnerships/publishers

Adv./Dis. •  Advantages: Wide distribution;

data rich; additional services required

•  Disadvantages: Long channel; Loss of control; one of many product offerings

Examples •  Cerego Global, LLC. •  Jones & Bartlett Learning •  McGraw-Hill Education

Definition

•  Deliver either infrastructure and services or content to another company that enables adaptive learning models

Adv./Dis.

•  Advantages: Established/branded partner; shared expenses; good segmentation

•  Disadvantages: Loss of control; potential conflicts

Examples

•  Adapt Courseware •  CogBooks, Ltd. •  LoudCloud Systems

3. Adaptive Learning: Analysis


Framework

The analytical framework for

evaluating adaptive learning

solutions has three parts:

Approach

Taxonomy

Maturity

•  The mechanics of the use of adaptivity in suppliers’ solutions to create a more personalized learning environment.

•  Illustrates primary product attributes in relation to a set of pedagogical considerations.

•  Addresses operational and technology attributes that an institution will need to understand relative to product adoption.

Education Growth Advisors (Learning to Adapt: Understanding the Adaptive Learning Supplier Landscape)

3. Adaptive Learning: Analysis 1


Learner Profile Unit of Adaptivity

Instruction Coverage Assessment

Content Model Bloom’s Coverage

Student data informs initial placement

Maturity

Content Model Identity Management

Integrateability Reporting & Monitoring

Support Maintenance

Analytical Framework

Student data drives adaptivity during a learning sequence

Student data is dynamic following each adaptive

experience Unit/lesson level Learning object level Course prerequisite level

Targeted study aid Supplemental instruction Whole course Infrequent/Benchmark Formative Adaptive/Continuous

Closed, with some configurability

Authoring capability offered as a service

Open, authoring platform Understanding/Remembering Analyzing/Applying Creating/Evaluating

Operational Disciplined Sophisticated On Premise Dedicated Hosted SaaS

Closed Service Open Closed Open

Ad Hoc Managed Planned Dedicated E-Mail & Support E-Mail

Ad Hoc Standard Professional

Services Standards-Based API or Service Ad Hoc

Operational Environment

The company offers online curricula for general education courses in higher education, covering subjects that include business, humanities, math, science, and social sciences. Its go-to-market strategy is as follows:

1.  Solution Model: Publisher;

2.  Target Market: Postsecondary (Professors &

Students);

3.  Product Portfolio: Twenty-one general courses for

higher education;

4.  Cost: Licenses its courseware on a per-seat fee

model at a level comparable to that of traditional

textbooks;

5.  Promotion: No information available; and …

6.  Location: United States.

Taxonomy

Maturity







Maturity



Support Maintenance














The company entered the adaptive learning market via its acquisition of the adaptive technology platform capabilities of PrepMe in July 2011. Its go-to-market strategy is as follows: 1.  Solution Model: Publisher; 2.  Target Market: Postsecondary (Professors &

Students) & Enterprise; 3.  Product Portfolio:

a)  PAL: A direct-to-student study product; b)   Navigate Course & Test Prep

P r o d u c t s : A d a p t i v e l e a r n i n g , personalized remediation, and reporting within course and test prep products; and …

c)  eLearnics: Web-based institutional and enterprise offering;

4.  Cost: Generally, priced on a per-user basis, depending on the implementation model. PAL is sold to students for an individual student fee. Within Navigate Course, institutions adopt the package – inclusive of textbook, digital courseware, and PAL, etc. – for a per-student fee, of which the adaptive solution (i.e., PAL) is a component of the overall price. Finally, eLearnics is priced as a per-student licensing fee for institutions.

5.  Promotion: No information available; 6.  Location: United States.

Taxonomy

Maturity









Maturity



Support Maintenance














The company, through its Connect course management platform, offers its LearnSmart solution and the LearnSmart Advantage suite. Its go-to-market strategy is as follows: 1.  Solution Model: Publisher; 2.  Target Market: Postsecondary (Professors &


a.  LearnSmart : Assessment -dr iven adaptive homework tool;

b.  L e a r n S m a r t A d v a n t a g e S u i t e : S m a r t B o o k , L e a r n S m a r t P r e p , LearnSmart Labs, and LearnSmart Achieve;

4.  Cost: a.  LearnSmart: (1) Connect: Fees for use

included in overall price when adopting Connect; (2) Stand-Alone: Price based on one-or-two semester use;

v  Varies based on subject area adopted.

v  Direct-to-student model also available.

b.  LearnSmart Advantage Suite: Flat fee per student, and premium fee for each student who uses the materials and passes the course.

5.  Promotion: No information available; 6.  Location: United States.

Taxonomy

Maturity









Maturity



Support Maintenance














The company offers its Adaptive eLearning Platform (AeLP). Its go-to-market strategy is as follows: 1.  Solution Model: Platform; 2.  Target Market: Postsecondary (Professors &


a.  Adaptive eLearning Platform: Enables institutions and individual professors to author interactive, adaptive lessons and tutorials, simulations, and “intelligent” homework solutions with the context of existing courses.

4.  Cost: Licensing fees for use of AeLP solution are sold per academic license, per academic department, and per enterprise.

5.  Promotion: No information available; 6.  Location: Australia and United States.

Taxonomy

Maturity









Maturity



Support Maintenance














The company provides an infrastructure platform that allows others to build proficiency-based adaptive learning applications. Its go-to-market strategy is as follows: 1.  Solution Model: Platform; 2.  Target Market: Education content providers and

postsecondary institutions; 3.  Product Portfolio: Knewton infrastructure

platform; 4.  Cost: No information available. 5.  Promotion: No information available. 6.  Location: Global.

Taxonomy

Maturity









Maturity



Support Maintenance














OLI promotes a design-based approach to developing online learning experiences (i.e., courses) that enable adaptivity through inclusion of cognitive tutor models and dashboard-based analytics for instructors and learners. Its go-to-market strategy is as follows: 1.  Solution Model: Platform & Publisher; 2.  Target Market: Postsecondary (Professors &

Students); 3.  Product Portfolio:

a.  OLI Courses: 18 online courses across several academic disciplines, with an emphasis on the natural sciences, mathematics, and computer science;

b.  Acrobatiq: Courses across multiple academic disciplines that can be assigned by faculty in blended or online courses.

4.  Cost: a.  O L I C o u r s e s : F u l l y o n l i n e ,

asynchronous instructional program: Free; Support classroom instruction: $60;

b.  Acrobatiq: No information available. 5.  Promotion: No information available. 6.  Location: United States.

Taxonomy

Maturity









Maturity



Support Maintenance














The company offers a content agnostic adaptive learning platform that personalizes course content to the individual user. Its go-to-market strategy is as follows: 1.  Solution Model: Platform; 2.  Target Market: Publ ishers, professional

associations, and educational institutions; 3.  Product Portfolio: RealizeIt; 4.  Cost: No information available; 5.  Promotion: No information available; and … 6.  Location: United States.

Taxonomy

Maturity









Maturity



Support Maintenance














The company offers a content agnostic adaptive learning platform that personalizes course content to the individual user. Its go-to-market strategy is as follows: 1.  Solution Model: Publisher; 2.  Target Market: Postsecondary (Professors &

Students); 3.  Product Portfolio:

a.  MyLab: A personalized study path and an array of instructional resources;

b.  Mastering: A personalized study path and an array of instructional resource;

4.  Cost: No information available; 5.  Promotion: No information available; and … 6.  Location: United States.

Taxonomy

Maturity









Maturity



Support Maintenance














The company offers a platform that allows educators and students to create a collaborative community of learning. Its go-to-market strategy is as follows: 1.  Solution Model: Publisher; 2.  Target Market: Primary, Secondary, and

Postsecondary; 3.  Product Portfolio: 4.  Cost: No information available; 5.  Promotion: No information available; and … 6.  Location: Global.

Taxonomy

Maturity



Carnegie Learning


4. Carnegie Learning: Profile



Adaptive Learning

Approach

• Cognitive Approach

Modules

• Expert Module • Student Module • Instructional Module • Instructional Model

Sales Channels

• Direct-to-Learner • Direct-to-Institution • Publisher/Platform

Products • Software • Services • Educational Content

Application Markets

• PreK - 12 • Higher Education

Learning Modes

• Self paced e-learning • Virtual classrooms or webinars

• Collaboration Based Learning

• Mobile Learning • Game Based Learning • Social Learning • Simulation Based Learning

Regions • North America

Publisher of core, full-year mathematics programs as

well as supplemental and math interventions for middle

school, high school and post-secondary students.

These include math textbooks with collaborative

classroom activities, adaptive software and teacher

professional development.

Recommendations


4. Recommendations: Questions


Questions Presented

Carnegie Learning faces a

number of questions going

forward.

1 How significant an impact can CL have on education and learner outcomes?

2 To have a significant impact, what market segments – hardware, software, educational content, and/or services – does CL need to offer?

3 To which global buyer segments, and in which regions, does CL need to offer those market segments?

4 How does CL’s approach to adaptive learning solutions change given market segment, global buyer segment, and/or region?

5 What sales channels will CL use given its adaptive learning solutions, market segment, global buyer segment, and/or region?

6 What organizational changes will CL need to make to execute on these items?

4. Recommendations: Vision


Carnegie Learning is the Premier Global Provider of Quantitative Adaptive Learning Solutions

Carnegie Learning as something more …

4. Recommendations: Short-Run (0 - 1 year)


Carnegie Learning as Services Company

Carnegie Learning is a services

company whose other products

s u p p o r t t h e d e s i g n ,

development and delivery of

those services.

Services

Objectives

1.  Focus on mathematics sector of adaptive learning market, while discontinuing development in grammar/writing

2.  Ensure connection between services and education content and software offerings 3.  Develop new, innovative, and forward-looking services offerings

•  Math worktexts

•  Curricula

•  MATHia Software

•  Cognitive Tutor Software

•  Professional development

•  Webinars •  Conferences

Education Content Software

4. Recommendations: Medium-Run (1 year - 3 years)


Carnegie Learning as Quantitative Company

Carnegie Learning is no longer

a company just focused on

mathematics in education, it is a

c o m p a n y d e d i c a t e d t o

quantitative adaptive learning

solutions across industries.

PreK-12

Higher Education

Enterprise & Business Education

Government

Healthcare

Objectives

1.  Transition products and services away from mathematics focus, and into broader quantitative marketplace, first in the PreK-12 and higher education global buyer segments of the smart education and learning market

2.  Evaluate opportunities for quantitative adaptive learning solutions presented by largest global buyer segments of smart education and learning market, such as enterprise and business education, government, and healthcare

3.  Develop products and services tailored to those opportunities based on buyer segment demands

4. Recommendations: Long-Run (3 year - 5 years)


Carnegie Learning as Global Company

Carnegie Learning expands

beyond the United States, and

into North America, Europe, and

Asia-Pacific.

33

United States

North America

Asia - Pacific

Objectives

1.  Expand from United States into broader North America region and Europe and Asia-Pacific regions

2.  In North America region, initial focus on PreK-12 and higher education application markets, with enterprise and business education, government, and healthcare application markets to follow

3.  In Europe and Asia-Pacific, initially focus on enterprise and business education, government, and healthcare application markets, with PreK-12 and higher education application markets to follow

Europe

Appendix


4. Appendix (A)


Additional Questions

Whether the Apollo Education Group, given the definition of adaptive learning, is a supplier of those products by way of Carnegie Learning and, if so, how that product is positioned within the market?

Whether the Apollo Education Group, given the position of Carnegie Learning in the market for adaptive learning, should acquire, partner, or replicate the product offerings of other suppliers in the adaptive learning market?

4. Appendix (B) (I)


Approach

Facilitation: When professors and instructors receive robust, yet actionable, student and cohort performance profiles, enabling them to differentiate instructional experiences for students.

Assessment: Ongoing evaluation of learner performance and/or mastery that results in fairly dynamic adjustments in the instructional content, learning resources, and course pathways presented.


4. Appendix (B) (II)


Taxonomy Learner Profile: A structured repository of information about the learner used to inform and personalize the learning experience.

Unit of Adaptivity: The structure of the instructional content and the scale at which that content is modified for specific learner needs.

Instruction Coverage: The pedagogical flexibility of a product to deliver an adaptive learning experience and the scope/scale of that experience within the context of a course.

Assessment: The frequency, format, and conditions under which learners are evaluated.

Content Model: The accessibility of the product’s authoring environment to instructors or other users and their ability to add and/or manipulate instructional content in the system.

Bloom’s Coverage: The extent a product can support the learning objectives within the Cognitive Domain of Bloom’s Taxonomy.


4. Appendix (B) (III)


Maturity Operational & Technical Maturity: Operational: Product is an operationalizeable solution for customers.; Disciplined: Disciplined approach to product deployment, including a support model as well as change control and management of the operational environment.; Sophisticated: Disciplined and repeatable operational processes that enable the consistent on-boarding of additional customers, subject areas, and content, and avoidance of undesired changes.

Physical Deployment & Operational Environment: On Premise: Requires dedicated environments at the customer site.; Dedicated Hosted: Approach when the known customer base is relatively fixed.; SAAS: Software and associated data are centrally hosted in the cloud.

Content Model: Closed: Content must be authored in the adaptive solutions’ publishing environment. Open: Content can be blended between materials created in the environment and content drawn and integrated from other sources.

Identity Management: Closed: The solution is built with a tightly coupled security model and is not built to integrate into the education enterprise.; Open: The solution leverages an approach that facilitates integration into solutions such as active directory or Lightweight Directory Access Protocol (LDAP).

Integrateability: Ad Hoc: System designed to be standalone and is not developed to enable the extraction, transformations, or loading (ETL) of data.; API or Service: Integration via discrete services enabling controlled and predictable data transfer using application programming interfaces (API), software development kits (SDK) or RESTful web services.; Standards-Based: Standardized transport protocols (e.g., SIF) and interoperability standards (e.g., SIF, LTI, SCORM) are implemented and used for ETL processes importing and exporting data from the system.

Reporting & Monitoring: Ad Hoc: Reporting needs to be created for each opportunity. Monitoring is configured on an as needed basis rather than as part of the standard offering.; Standard: The solution provides a set of standardized reporting components and offerings. Monitoring is integrated into the organization’s support model.; Professional Services: The solution can be extended to support additional degrees of customization to facilitate system, application, database, and network monitoring.

Support: Email: Support is provided through email only.; Email + Support: Support is provided through email and a call center.; Dedicated: Support is provided by a dedicated support desk staff that is familiar with the customizations and operational environment of the customer.

Maintenance: Ad Hoc: Deployed as needed via either manual or partially-automated deployments. Customers are notified when these deployments affect their solutions.; Managed: The change control processes are used to ensure that modifications to the adaptive product or system are introduced in a controlled and coordinated manner. Customers are notified when these deployments affect their solutions.; Planned: Includes a degree of predictability in the scheduled release of these updates; nearly bug-free new features and functionality. Customers are notified when these deployments affect their solutions.


Adaptive Learning

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