CONFIDENTIAL

Proposal for Strategic Plan

November 3, 2014

Page 1

If you think you are at the top,

you won’t keep climbing

Page 2

• Strategic planning is the process

of identifying the direction in which

an organization should go, why it

should go there, and how it will

know when it has arrived.

• Strategic planning defines the

value-added by the organization,

and aligns to that value proposition

to everything that an organization

does and delivers.

What is Strategic Planning?

Strategic Planning

What do we ‘do’ or ‘produce’?

Where are we now?

Where are we

headed?

Why do we want to go

there?

What will it take to get

there?

How will we know when we

have arrived?

Page 3

Strategic Planning is a Widely Used Management Practice to Increase Organizational Performance

Global Companies Non-Profits

Universities

Government Agencies

K-12 Schools

Page 4

All of the top ten ‘Best High Schools’ have district-level strategic plans

Page 5

Highly Effective School Boards Do Strategic Planning

Eight characteristics of effective school boards

1. Effective school boards commit to a vision of high expectations for student achievement and

quality instruction and define clear goals toward that vision

2. Effective school boards have strong shared beliefs and values about what is possible for students

and their ability to learn, and of the system and its ability to teach all children at high levels.

3. Effective school boards are accountability driven, spending less time on operational issues and

more time focused on policies to improve student achievement.

4. Effective school boards have a collaborative relationship with staff and the community and establish

a strong communications structure to inform and engage both internal and external stakeholders in

setting and achieving district goals.

5. Effective boards are data savvy; they embrace and monitor data, even when the information is

negative, and use it to drive continuous improvement.

6. Effective school boards align and sustain resources, such as professional development, to meet

district goals.

7. Effective school boards lead as a united team with the superintendent, each from their respective

roles, with strong collaboration and mutual trust.

8. Effective school boards take part in team development and training, sometimes with their

superintendents, to build shared knowledge, values and commitments for their improvement efforts

Dervarcis & O’Brien (2011) Center for Public Education

Page 6

Strategic Plans align all stakeholders to achieve a common set of goals, following agreed strategies

Values

Mission

Vision UCFSD Strategy

Strategic Objectives

Initiatives

Metrics

Core

Com

pe

tencie

s

Com

pe

titive

Ad

va

nta

ge

s

STRATEGIC PLANNING

Page 7

Strategic Planning is a 6-12 month effort

Analyze Current State Develop

Strategic Plan

Implement &

Monitor

Initiate

Project

• Form project

team(s)

• Develop project

plan

• Develop

communications

plan

• Form steering

committee

• Conduct internal

assessment

– Students

– Parents

– Teachers

– Administration

– Residents

• Conduct external

assessment

– Benchmarking

– Trends

– Regulations

– Research

• Synthesize findings

– SWOT

– Priorities

– Trends

– Key issues facing District

• Review findings with

stakeholders

• Develop Mission,

Vision & Values,

Strategy, and

Strategic Objectives

• Review with

stakeholders

• Revise Strategic

Plan

• Cascade strategic

plan by

Administrative Dept

• Articulate key

initiatives

• Develop

measurement

systems for goals,

strategies, and key

initiatives

• Revise Strategic

Plan and review with

stakeholders

• Adopt Strategic Plan

Develop

Initiatives &

Measures

• Establish current

year plan and key

initiatives

• Fund key initiatives

• Execute key

initiatives

• Report metrics and

monitor progress

• Review strategy as

needed

1 month 3 months 2 months 2 months ongoing

Page 8

We will understand our

strengths and

weaknesses, as seen by

teachers, administrators,

parents, and tax-payers

We will discover what can

be achieved, by

benchmarking ourselves

against the very best

What is the value to the Board of having a strategic plan?

Learn Govern Communicate

• We will focus attention

and District resources on

specific, measurable

Goals

• We can monitor and

oversee the most

impactful strategies and

initiatives

• We will have annual goals

by which to measure

success

• We can inspire our

community to reach its

potential

• We will attract prospective

residents and district

employees

• We will unite all

stakeholders with a

common vision of the future

Page 9

Board to create Strategic Planning committee to develop a specific proposal,

working with Administration

Timing, in light of school calendar and existing priorities

Scope, approach, duration, and budget

Community involvement

Advisory services

Board to develop framework for action during Board retreat

Committee brings proposal to Board and community for comment

Next Steps with Board Concurrence