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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