Using “Tag-Team Training” to Foster Education Program Sustainability Among Organizations Teaching Risk Management for Northeastern Farmers

Progress report for ENE23-179

Project Type: Professional Development Program
Funds awarded in 2023: $123,249.00
Projected End Date: 08/31/2026
Grant Recipient: Cornell Cooperative Extension, Oneida Co.
Region: Northeast
State: New York
Project Leader:
Myron Thurston III
Cornell Cooperative Extension of Oneida County
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Project Information

Summary:

Farming has always been one of the most resource-intensive professions known to man.  As a result, farmers are often required to perform as production experts and even laborers first and foremost. Unfortunately, this does not always leave an excess of time to explore and evaluate new practices for business development, management, and marketing. Therefore, farmers benefit from the guidance of trained educators who can customize education/technical assistance that identifies and meets their needs according to their own schedules.

From the service provider’s perspective, however, there are sometimes challenges in delivering services to area farmers consistently:

  • Educators are a primary source of farmer training and education, but their employers struggle to find qualified replacements as they move up or on in careers. When employees leave, organizational knowledge is depleted, and recruitment/re-training is costly. This issue has increased exponentially due to the labor shortages we are seeing after COVID-19;
  • Each farm is a complicated, unique business structure. There are few “one-size-fits-all’ solutions to addressing business needs;
  • While group trainings/peer discussions are helpful, producers also need 1:1 technical assistance that “meets them where they are” geographically as well as in terms of skill, business life cycle, and resources.

Both constituent groups will benefit from this project: Northeastern farmers facing post-COVID sustainability/profitability issues, and Ag educators and service organizations that help farmers meet these business goals but who face staff shortages and turnover, especially post-COVID.  CCEOC believes the most effective solution to addressing these co-dependent issues is to establish a system whereby organizations share resources to 1) minimize program interruptions, and 2) sustain their knowledge base during staffing transition. 

CCEOC is requesting a grant to implement “Tag-Teaming” -- a system of joint Cross-Training and Co-Teaching within a cohort of organizations willing to explore new methods for staff development and program delivery. Cross-training is process of sharing knowledge, skills, and tools among employees or partners, equipping them to perform tasks they may not previously have been qualified for. Co-Teaching is simply a strategy wherein educators work together regularly.  This project will introduce Tag-Teaming to 36 northeastern educators who agree to work together by forming 18 two-person “Tag Teams” that will collaborate in Cross-Training and Co-Teaching not just over the two-year grant period but beyond.

Staff will be cross-trained, and farmers will be team-taught. These techniques are not new, and they are proven.  This project will help organizations and educators prepare to manage the negative effects of staffing transitions by forming "Tag Teams" for Cross-Training/Co-Teaching for the benefit of northeastern farmers.

Performance Target:

• 18 Ag Education Teams (=36 educators) will participate in “Tag-Team Cross-Training” to increase their knowledge in the three specified areas of farm business/risk management, as well as their capacity for Co-Teaching (i.e. sharing the responsibilities of planning, delivering, and mentoring others to provide Ag education services)

• 15 Ag Education Teams (=30 educators) will apply their “Tag-Team Cross-Training” to provide education/technical assistance (group and/or individual) in three high-risk farm management areas -- finance, marketing, succession planning -- to 330 producers

• 30 participating educators will establish a Professional Development Work Group to provide ongoing mentorship and training (Tag-Team and traditional) for the pipeline of Ag Educators who serve northeastern producers

• Optional Farmer Performance Target: As a result of engagement with Tag-Team Educators, 115 producers will have implemented a new process or adopted a new practice in the areas of farm finance, marketing, or succession planning during the program

Introduction:

From the Proposal - this introduction will change with the final report.

Description of Problem or Opportunity

Historically the US Ag Census reflects declining dairy farm counts since the mid-1900s and increasing small farm startups in produce/proteins. Because of COVID, the evolving production landscape may not yet have culminated as many American farmers again consider industry exit or commodity changes, while niche farmers continue to emerge. Driving factors include:

  • Milk pricing volatility and dairy herd consolidation[i]
  • Farm concerns over pending legislation to increase employee overtime compensation[ii]
  • Emerging entrepreneurs seeking rural lifestyles/secondary incomes after COVID's food system volatility, as well as doubled food/ag tech startups ($22 billion/2020) that reflect changing consumer trends (meal kits, online shopping, food delivery, commercialization of waste reduction, production efficiencies such as vertical growing/freight farms)[iii]
  • Ruminant product shortages where immigrant demand is high (Utica, NY (21.6% foreign born); multi-cultural New York/New Jersey; Pennsylvania (goat importation grew 160% since 2019)[iv]

Agriculture -- a mainstay of northeastern economy -- generates $15 billion annually in sales across the six states being served. To sustain this economic impact, farms need education/support through all phases of their business life cycle. Without it, loss of established farms will debilitate existing economies while the lack of startups will curtail future economies/food systems. CCEOC works with both aspiring and veteran farmers. Beginning farmer intake data (2019-2022) ranked ten areas of educational need (Respondents: 38 Oneida County; 10 other NYS counties; 1 Massachusetts), with the following results:
• #1 Financial/Business Planning (37=75.5%), #2 Pricing/Marketing (32=65.3%), #3 Bookkeeping (30=61.2%), #4 Loan/grant sources (29=59.2%) (all ranking higher than insurance/liability, land acquisition, regulations, renovations.)

Over 68% of veteran farmers are self-employed, working well over 40 hours/week.[v] Faced with persistent market/regulatory/environmental challenges, farmers have little time to develop new management skills. To better understand current educational needs prior to proposal, CCEOC queried 22 NYS educators soliciting their on-farm observations/assessments. Responses that ranked #1, #4, and #5 were flnance/recordkeeping, marketing, succession planning, -- all areas being proposed herein for co-teaching programming. Legal/regulations were #2, and HR/ labor #3 which can be addressed by leveraging the specialized skillsets within:

• Cornell's Ag Workforce Development Program
• On-site and nearby extension educators with experience training/ facilitating
PSA/GAP certification courses.
• Expert agricultural law businesses in upstate NY- special speakers

As farms regroup post-COVID, educators a/so reported residual challenges re: staff shortages/knowledge-depleting turnover. In response, CCEOC's "Cohort" programming will enable organizations to better assist farmers by: #1.)Developing new educational partnerships, #2.)Expanding/sustaining the organizational knowledge base, #3.) Improving resiliency during staff transitions, #4.) Increasing educational content/consistency/sustainability.

Solution and Benefits

Two constituent groups will benefit from this project:

  • Farmers facing post-COVID sustainability/profitability issues that demand improved business efficiency, market adaptability, and -- as COVID has unfortunately taught us -- consideration for succession or exit strategy planning;
  • Ag service organizations that help farmers meet these business goals through training and 1:1 technical assistance, but who are also currently challenged by program sustainability issues from staff shortages/turnover.

 

The most effective solution to addressing these co-dependent issues is to establish a system whereby organizations share resources to 1) minimize program interruptions, and 2) sustain their knowledge base during staffing transition. In this case, the primary ‘resource’ is human capital, and the ‘sharing’ may occur externally via new partnerships or internally across staff positions or even departments.

 

CCEOC will implement “Tag-Teaming” -- a system of joint Cross-Training and Co-Teaching among a cohort of organizations willing to explore new methods for staff development and program delivery. To accomplish this, 36 northeastern educators will commit to forming 18 two-person “Tag Teams” that will collaborate not just over the two-year grant period but beyond via a continued Professional Development Work Team to share knowledge, tools, resources, and teaching responsibilities.

 

Cross-Training is the process of sharing knowledge, skills, and tools among employees or partners, equipping them to perform tasks they may not previously have been qualified for. Cross-training identifies an organization’s critical knowledge areas, serving proactively to prevent gaps and the undesirable need for ‘crisis training’ instead. This method has multiple benefits:

 

  • Encouraging employee engagement/collaboration
  • Adding significant return on investment
  • Creating workforce sustainability
  • Improving productivity/efficiency
  • Making organizations agile
  • Increasing scheduling flexibility
  • Facilitating succession planning[vi]

 

Co-Teaching is simply a strategy wherein educators work together regularly, and it is very flexible.  Co-teaching sessions can be toggled separately or implemented jointly, areas of expertise can be divided, education can be on-line or live, one teacher may lead while another assists, etc. And similarly, there are multiple benefits:

 

  • Spreading responsibility
  • Fostering creativity
  • Deepening professional relationships
  • Capitalizing on individual strengths
  • Increasing teacher confidence
  • Covering peer absences
  • Providing multiple perspectives to learners [vii]

 

Staff will be cross-trained, and farmers will be team-taught. These techniques are not new, and they are proven. CCEOC could not, however, find evidence they have been strategically integrated  simultaneously for other professional groups, much less Agricultural service providers. Therefore, CCEOC considers this a pilot project, with potential for continued, post-Grant expansion among other service providers in the northeast.

Citations

i. James M. MacDonald, Jonathan Law, and Roberto Mosheim. Consolidation in U.S. Dairy Farming, ERR-274, July 2020. Retrieved October 16, 2022 from, https://www.ers.usda.gov/webdocs/publications/98901/err-274.pdf

ii. Text- H.R.3194 - 117th Congress (2021-2022): Fairness for Farm Workers Act. Retrieved October 16, 2022 from, https://www.congress.gov/bill/117th-congress/house-bill/3194/text?r=86&s=1

iii. Kolodny, L. (2021, April 30). Covid and “peak cow” created a boom for food and agriculture tech in 2020. CNBC. Retrieved October 16, 2022, from https://www.cnbc.com/2021/04/30/food-and-agriculture-start-ups-raised-record-22point3-billion-in-2020.html

iv. https://www.lancasterfarming.com/farming-news/northeast-goat-market-keeps-getting-hotter/article_2989cb02-794a-11ec-9edd-8f69109ea7a4.html. Retrieved October 16, 2022

v.  Bureau of Labor Statistics, U.S. Department of Labor, Occupational Outlook Handbook, Farmers, Ranchers, and Other Agricultural Managers. Retrieved October 16, 2022 from, https://www.bls.gov/ooh/management/farmers-ranchers-and-other-agricultural-managers.htm

Cooperators

Click linked name(s) to expand/collapse or show everyone's info
  • Victoria Giarratano (Educator)
  • Celeste Oppito (Educator)
  • Olivia Raynard (Educator)

Educational Approach

Educational approach:

Participants will learn how cross-training/co-teaching expands teaching capacity, especially when staffing shortages deplete an organization’s knowledge base. Adopting new practices can refresh fatigued attitudes among service providers who may have amassed agricultural subject expertise via their education/careers, but who didn't necessarily choose education as a primary profession. Oftentimes, Ag specialists become Ag educators in round-about ways! To offset this, cross-training/co-teaching will capitalize on the unique skills/perspectives of multiple individuals to ensure adult learners – in this case, farmers – experience various opportunities/perspectives to capture new information effectively.

ENGAGEMENT:

A program brochure will contain program details/terms of commitment. As an affiliate of NYS' Cooperative Extension Association and Cornell University, CCEOC has capacity to reach Extension offices/staff across 62 counties/boroughs. Other states have similar Extension systems/university affiliations. Sarah Williford, Curriculum Coordinator/Lead Education Consultant will assist with outreach due to her prior experience implementing NESARE grants serving professionals.

Applicants will apply online. To secure their two-year commitment, CCEOC will require sign-off from their executives. Applicants will indicate pre-qualifications, why/how this opportunity will benefit them, and whether they have a “Tag-Team” partner (internal/external) applying. The latter will be strongly encouraged but applicants will not be denied based on lack of partner. CCEOC will rank applications 1-3 according to pre-set criteria. Those ranked #1 will be accepted first-come, first-served; #2s and #3s will be wait-listed/alternates.

The proposal calls for 36 individuals to form 18 two-person Tag-Teams. A primary incentive is that all costs are covered. Teams will meet for opening/closing conferences, and virtually each month. Key individuals will mentor participants (email/Zoom/Teams) as they apply their skills/knowledge in working with farmers (to commence in Q1).  CCEOC will form an Extension “Program Work Team” – groups that bring faculty/staff/educators together for collaboration. Annual funding ($2,000) is available for PWT sustainability.

LEARNING

“Tag-Teaming” is a pilot system of joint Cross-Training/Co-Teaching among organizations willing to explore new methods for staff development and program delivery. It was conceived and will be piloted by CCEOC and Sarah Williford (Key Individuals). Newly-formed partnerships will collaborate to share knowledge, tools, resources, teaching responsibilities.

Content will focus on building educator knowledge/skills/confidence, amassingexternal resources, increasing capacity to work collaboratively in three PRIMARY TOPIC AREAS:

  • Finance/Recordkeeping: software, cost of production, income statement, cash flow, Enterprise Analysis, best practices
  • Marketing: 4Ps = Price, Product, Place, Promotion; comparison of direct/wholesale/cooperative
  • Succession Planning: (NOTE:Topic selected due to its importance post-COVID with farmers considering commodity changes/farm transitions. In CCEOC’s pre-proposal surveys, Succession Planning was identified as the topic educators felt least confident teaching.): transitioning leadership, decision making; working w/ experts

Learning methods will include workshops, webinars, expert panels/presentations, mentoring, resource-sharing.  Participants will convene annually for two-days, monthly (virtual) and variably with staff for mentoring. Tag-Teams will verify activities in co-training and applying skills directly with farmers via sample verification tools, uploaded.

(Note: Activities will run concurrently:)

Activity 1: Annual Workshops (Closing/Opening Sessions); Project intro, process, timeline/requirements; Introductory sessions for each Primary Topic Area; Tag-Team self-assessments; Drafting of individualized plans for Tag-Team training/teaching ‘next steps, including work with farmers; suggestions for Tool-Kit development; wrap-up/evaluations 

Activity 2:  Monthly Virtual Sessions in Primary Topic Areas; Best practices/lessons learned in the field

Activity 3:  Mentoring, at two levels: 1) Among Tag-Team partners for co-training, and 2) with staff/consultants in Primary Topic Areas to facilitate working with producers

Activity 4: Working with Farmers -- Tag Teams identify 3-5  farmers for 1:1 consulting, and develop schedules to practice/implement group trainings for their constituents

Activity 5:  Presentations/Panel Discussions with field experts (attorney, accountant, lender, insurance specialist, Ag Service Organizations, etc).

 Activity 6: Professional Work Team Development to be coordinated by CCEOC for program sustainability/expansion

 

EVALUATION:

CCEOC will utilize the principles of the Kirkpatrick Model of Evaluation.[viii]

Level 1: Reaction

The degree to which participants find the training favorable, engaging, and relevant to their jobs – assessed through individual confidential evaluations of training components.

Level 2: Learning

The degree to which participants acquire the intended knowledge, skills, attitude, confidence, and commitment based on their participation in the training – assessed through pre-post testing on training components and Tag-Team Co-Training Logs (uploaded)

Level 3: Behavior

The degree to which participants apply what they learned during training when they are back on the job – assessed through Tag-Team Farm Education Logs (uploaded) and qualitative discussions during group meetings

Level 4: Results

The degree to which targeted outcomes occur as a result of the training and the support and accountability package – assessed through Tag-Team Farmer Education Logs (uploaded); and Mid-Program/Final Participant Evaluations; Confidential Farmer Evaluations (mailed by/returned directly to CCEOC)

Milestones

Milestones:

Engagement Milestones:

  • March 1, 2023; notified of award
    • Status: We were notified
    • Accomplishments: Due to the change in scope and significant staffing changes at CCE Oneida, we were delayed in implementing the grant beyond the initial estimates. We have been able to get buy in from CCE System, Cornell University, CCE Oneida, and have recruited all of our key staff and the educators who will provide the educational workshops. 
  • May 1 2024 (and 2025); promotion of project across northeast and Extension offices, through June 1, 2024
    • Status: We will be presenting at an Executive Directors call in May for all CCE offices around the state. 
    • Accomplishments: PPT ready and scheduling has been finalized. 
  • June 8 2024 (and 2025); participant applications due at CCEOC office; review and selection through June 22, 2024
    • Status: Applications have not yet been distributed
    • Accomplishments: We have settled on all of the requirements for participation and have Vicki Giarratano who works closely with CCE system leadership
  • June 15 2024 (and 2025); 18 service providers notified to participate in “Cohort”
    • Status: We have not yet distributed applications. 
      Accomplishments: No accomplishments yet
  • June 22, 2024 (and 2025); Participant agency-approved confirmation back to CCEOC is due
    • Status: No status updates
      Accomplishments: No accomplishments

Learning Milestones:

  • July 1, 2024 (and 2025): opening conference (2-day split into a kickoff day and wrap up day),  -- Project intro to discuss process, timeline, and individual/Tag-Team requirements; Introductory education sessions for each Primary Topic Area (Finance, Marketing, Succession Planning); Cohort knowledge/skills self-assessments by Primary Topic Area are completed; Drafting of individualized plans for Tag-Team Cross-Training and Co-Teaching; Agreement on 'next steps,' including work with farmers.
    • Status: In planning
    • Accomplishments: None
  • July 15, 2024 (and 2025): Cohorts begin Cross-Training collaboration activities to include shadowing, demonstration, resource sharing, live meetings/training sessions (if feasible,) on-farm visits. Activities to continue for duration of program. Use of verification tools begins.
    • Status: In planning
    • Accomplishments: None
  • August 1, 2024 (and 2025): and monthly thereafter through grant period, virtual training sessions facilitated by CCEOC, Sarah Williford, Stephen Hadcock, and CCEOC team members, focusing on Primary Topic Areas; guest presenters/panelists to be included.
    • Status: All educators for workshops have been recruited.
    • Accomplishments: None
  • December 1, 2024 (and 2025): Cohort completes first progress/process reports to CCEOC for assessment and sharing with other Tag-Teams, and to help formulate best practices
    • Status: In planning
      Accomplishments: None
  • June 1, 2025 (and 2026): Cohort completes 6-month progress/process reports to CCEOC for assessment and sharing with other Tag-Teams, and to help formulate best practices
    • Status: In planning
      Accomplishments: None
  • December 1, 2024 (and 2025): Cohort completes 6-month progress/process reports to CCEOC for assessment and sharing with other Tag-Teams, and to help formulate best practices
    • Status: In planning
      Accomplishments: None

Evaluation Milestones:

  • July 1, 2024 (and 2025): Level I Reaction and Level II Learning -- Beginning with opening conference and for all meetings/events thereafter, participants will complete pre-post tests to gage knowledge/skills before and after training sessions. Participants will also complete individual event evaluations to provide qualitative feedback on instructional content and methods
    • Status: In planning
      Accomplishments: None
  • August 1, 2024 (and 2025): Level III Behavior and Level IV Results – Beginning immediately after opening conference and for duration of grant period, participants will keep Cross-Training and Co-Teaching Logs to document application of knowledge/skills gained in working directly with farmers. Closing conference activities will focus heavily on behaviors and results, and how to document on-farm changes as well as educator training process/practice changes.
    • Status: In planning
      Accomplishments: None
  • January 1, 2025 (and 2026): Assessment of optional farmer performance target -- As a result of engagement with Tag-Team Educators, it is targeted that 115 producers will have implemented a new process or practice in operations. This will be tracked via use of goal-setting with farmers and documentation by Tag-Teams for 1:1 consulting and group programs.
    • Status: In planning
      Accomplishments: None

Milestone Activities and Participation Summary

Educational activities and events conducted by the project team:

1 Curricula, factsheets or educational tools

Learning Outcomes

36 Agricultural service providers reported changes in knowledge, skills and/or attitudes as a result of their participation.
330 Farmers reported changes in knowledge, attitudes, skills and/or awareness as a result of their participation
110 Ag service providers intend to use knowledge, attitudes, skills and/or awareness learned through this project in their educational activities and services for farmers

Performance Target Outcomes

Activities for farmers conducted by service providers:

Additional Project Outcomes

1 Grant applied for that built upon this project
1 Grant received that built upon this project
3 New working collaborations
Additional Outcomes Narrative:

None available yet

Success stories:

None available yet

Assessment of Project Approach and Areas of Further Study:

None available yet

Any opinions, findings, conclusions, or recommendations expressed in this publication are those of the author(s) and do not necessarily reflect the view of the U.S. Department of Agriculture or SARE.