Transcript Document

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A PRACTICAL APPROACH
TO STRATEGIC PLANNING
Mitch Everton
Friday, November 21 2:15-3:15
Session Agenda
 Why do I need a Plan?
 Challenges to effective planning
 A practical approach
 Questions
3
Why Do I Need a Plan?
 Clarity of purpose
4
Why Do I Need a Plan?
 Clarity of purpose
 An effective Roadmap
5
Why Do I Need a Plan?
 Clarity of purpose
 An effective Roadmap
 Enhanced stakeholder communication
6
Planning Challenges
 Operational constraints & distractions
7
Planning Challenges
 Operational constraints & distractions
 Effective stakeholder input
8
Planning Challenges
 Operational constraints & distractions
 Effective stakeholder input
 A usable, concise document; accountability
9
Planning Challenges
 Operational constraints & distractions
 Effective stakeholder input
 A usable, concise document; accountability
 An affordable process
10
A Practical Approach
 Minimize impact on leadership team
 Bottom-up focus group input that is advisory
 A concise plan
 Integrated into governance structure
 A key element of superintendent’s evaluation
11
A Practical Approach
 Identify key Plan elements with Focus Groups
 Compile data into a usable format
 Produce a draft Plan for Sup/Board Review
 Work with Board to develop Mission & Goals
 Task Leadership: Strategies & an Action Plan
12
Process
 District commits to a Plan
• Key stakeholder groups identified
• Focus group sessions conducted
• Responses compiled for Sup/Board review
• Mini-retreat held to formulate Mission/Goals
13
Focus Group Agenda
 District purpose: “We are preparing our students for
______________.”
 SWOT analysis
 Purpose elements
 Goal definition
 Related strategies
 Key take-aways
14
Focus Group Format
 A reasonable size: 12-18 participants
 Effective scheduling
 Effective outreach
 Board member participation
 Superintendent involvement
15
Making Sense of the Data
 Responses tracked using Excel spreadsheets
 Ranked by frequency of response
 Executive summary, with sheets, to Sup
 Sup review, edit and Board distribution
16
Definition of Plan Elements
 Define key elements from focus group data
 Board/Superintendent review/retreat meeting
 Identify key elements: composite and by sub-group
 Validate & prioritize
17
Mission, Vision & Goals
 Develop/validate vision, mission & goals
 Utilize focus group data appropriately
 Distill to direct, concise statements: one page
 Common voice & logical flow
 Goals vs evidence-based foundational principles
18
Plan Adoption
 An Iterative & Inclusive Process
 Initial plan draft
 Board review, comment, and edits
 Iterative changes
 Board approval
 Tasking of strategies & action planning to district leadership
19
Strategies & Action Plans
 Committee formation around goal & principle
statements
 Three-year strategies
 One-year detailed action plan: timeframes &
deliverables
 Year 2 and 3 action plan elements: future development
20
Comprehensive Plan Adoption
 Board review & approval of final plan
 Incorporating mission, vision, & goals
 Supported by strategies & action plans
 With a defined roll-out process through PR support, press
releases, etc.
 Evidence-based review through Board meeting schedule
21
Summary
 A Practical Approach
 Extensive engagement of stakeholders
 Achievable within reasonable timeframes
 At reasonable cost
 With tangible, ongoing benefits
22
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