Microsoft Word Packard Teaching Case revised docx



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Teaching  Case:  Evaluation  of  Preschool  for  California’s  Children

 

 



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A  family-­‐led  foundation  that  was  built  on  the  success  of  Hewlett-­‐Packard,  the  Foundation’s  assets  

were  largely  tied  to  the  company’s  stock.  In  the  dot-­‐com  bust  and  other  shakeups  in  the  early  2000s,  

the  Foundation’s  assets  tumbled  from  $13  billion  in  2000  to  $5.8  billion  just  one  year  later.

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As  the  Foundation  looked  to  places  to  cut  its  grantmaking,  the  Children,  Families,  and  

Communities  program  took  one  of  the  hardest  hits.  Grants  in  Salisbury’s  program  were  slashed  an  

average  of  76  percent  in  2002  (compared  to  2001).  Salisbury  had  to  find  a  way  to  make  an  impact  

with  a  much  smaller  grantmaking  budget  than  the  program  had  in  earlier  years.  

   


“The  charge  I  was  given  was  to  bring  focus  and  leadership  at  a  time  of  needed  restructuring  because  

of  a  change  in  assets,”  Salisbury  said.  

 

   A  Big,  Hairy,  Audacious  Goal  Emerges  

 

Salisbury  is  a  big  believer  in  focus.  From  her  experience  as  a  litigator  and  advocate,  it  makes  sense  to  



choose  one  or  two  big  goals,  adopt  a  long-­‐term  view  and  take  big  risks.  “I  was  inspired  by  the  work  

of  [author]  Jim  Collins  and  setting  big,  hairy,  audacious  goals,”  she  said.

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Salisbury  and  her  team’s  big,  hairy,  audacious  goal  became  achieving  voluntary,  high-­‐quality  

preschool  for  all  three-­‐  and  four-­‐year-­‐olds  in  California  by  2013.  If  achieved,  the  goal  would  benefit  

more  than  one  million  children  each  year.    

 

Salisbury  bet  a  big  percentage  of  her  program’s  funds  on  this  one  goal.  She  had  consolidated  the  



Children,  Families,  and  Communities  program  from  12  subprograms  to  just  three.  If  approved  by  

Packard’s  Board  of  Trustees,  more  than  50  percent  of  the  Children,  Families  and  Communities’  

annual  budget  would  be  devoted  to  preschool  grantmaking  over  the  next  10  years.    

 

Salisbury  liked  the  preschool  goal  because  it  was  compelling,  it  was  backed  by  strong  evidence  on  



the  effect  of  quality  preschool  on  children’s  educational  future,  parents  and  others  instantly  grasped  

the  importance  of  preschool,  and  she  thought  it  was  winnable.  Salisbury  also  liked  the  specificity  of  

achieving  universal  preschool  for  all  three-­‐  and  four-­‐year-­‐olds.  It  was  a  goal  that  people  could  grasp  

and  get  behind.  

 

“We  thought  it  was  a  key  part  of  the  early  childhood  agenda  that  could  be  lifted  up  and  moved,”  she  



said.  “If  you  only  talk  about  early  childhood  in  a  broad  sense,  people  don’t  understand  it.”  

 

Preschool  was  also  a  compelling  strategic  focus  for  Packard’s  CFC  Program.  Research  shows  that  



preschool  can  be  a  powerful  lever  for  improving  children’s  lives,  yet  California  lagged  behind  the  rest  

of  the  nation  in  providing  preschool  to  its  youngsters.  By  adopting  a  preschool  focus,  the  Foundation  

could  build  on  its  historic  commitment  to  early  childhood  issues,  while  strengthening  the  children’s  

advocacy  field  in  California  as  a  whole.  

 

                                                                                                                         



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Williams,  R.  (2003).  Riding  the  roller  coaster  at  Packard.  Foundation  News  &  Commentary,  44(4).  



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 Salisbury  is  referring  to  the  book:  Collins,  J.  (2001).  Good  to  great.  New  York:  Harper  Business.  




Teaching  Case:  Evaluation  of  Preschool  for  California’s  Children

 

 



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The  Political  Climate  Holds  Promise  

 

While  Salisbury  believed  the  case  was  strong  for  universal  preschool,  it  was  not  yet  on  California’s  



policy  agenda  or  part  of  the  public  debate.  At  its  core,  the  success  of  Packard’s  strategy  would  

depend  on  state-­‐level  policy  change.

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 Policy-­‐oriented  grants  would  focus  on  activities  that  were  



appropriate  for  a  private  foundation  to  fund,  including  policy  development,  nonpartisan  research  

and  analysis,  coalition  building,  and  other  non-­‐lobbying  activities.  However,  policy  change  was  not  

the  grantmaking  program’s  only  goal.  Packard  also  aimed  to  expand  the  capacity  and  improve  the  

quality  of  California’s  preschool  system  by  supporting  county-­‐  and  school  district-­‐based  preschool  

programs,  some  already  planned  and  others  anticipated.    

 

Salisbury  was  a  close  watcher  of  California’s  political  climate,  and  she  saw  opportunities  that  the  

Packard  Foundation  could  build  on.  While  the  economic  and  political  picture  did  not  yet  favor  a  

state-­‐level  policy  change,  Salisbury  believed  that  an  opening  could  exist  in  the  next  three  to  five  

years.  In  a  few  years,  California  would  have  a  new  governor  and,  because  of  term  limits,  many  new  

legislators  who  could  be  educated  about  the  need  for  universal  preschool.  Leaders  in  Los  Angeles  

had  made  universal  preschool  a  priority,  supported  by  a  local  initiative  with  $100  million  in  funding.  

Other  states  were  considering  universal  preschool  and  could  serve  as  an  example  to  California.  

 

In  addition,  actor  and  advocate  Rob  Reiner  had  successfully  led  a  ballot  initiative—Proposition  10—



that  used  a  tax  on  cigarettes  for  early  childhood  investments.  He  was  laying  the  groundwork  for  

another  ballot  initiative  that,  if  passed,  would  fund  universal  preschool  through  taxes  on  higher-­‐

income  individuals.  Reiner  was  also  an  important  ally  because  he  headed  the  First  Five  California  

Children  &  Families  Commission,  which  was  created  to  oversee  funding  for  early  childhood  issues  

from  the  tobacco  tax.  First  Five  was  also  putting  major  dollars  into  increasing  access  to  high-­‐quality  

preschool  statewide.    



 

Packard  Trustees  Sign  Off  

 

The  goal  of  universal  preschool  resonated  with  Packard’s  Board  of  Trustees.  Early  childhood  

investments  had  been  a  cornerstone  of  the  Packard  Foundation’s  grantmaking  for  years.  It  was  a  

passion  of  the  Packard  family,  especially  Lucile  Packard,  and  key  trustees  including  Lew  Platt,  a  board  

member  who  succeeded  David  Packard  as  the  CEO  of  Hewlett-­‐Packard  as  well  as  Packard  president  

Richard  Schlosberg.          

 

With  Salisbury  and  her  team’s  groundwork  and  the  backing  of  key  Packard  leaders,  in  March  2003  

the  Packard  Foundation’s  Board  of  Trustees  approved  the  new  preschool  grantmaking  program.  

The  initial  dollar  commitment  was  $9  million  in  2003,  with  the  expectation  that  similar  amounts  

would  be  invested  over  the  next  10  years.

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To  reach  its  goal  of  achieving  universal  access  to  high-­‐quality  preschool  for  all  California  three-­‐  and  

four-­‐year-­‐olds,  the  program  had  three  main  components  designed  to  work  together  to  build  support  

and  demand  for  state-­‐level  policy  changes:  

                                                                                                                         

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The  Packard  Foundation  does  not  fund  attempts  to  influence  specific  legislation  or  ballot  measures.

 

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 Though  there  were  no  guarantees,  as  the  Packard  Foundation  makes  annual  grants  rather  than  multi-­‐year  commitments.  


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