Session One Definition Purpose Function And Process Of Strategic Planning Notes And Slides

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    Session One Definition Purpose Function And Process Of Strategic Planning Notes And Slides - Presentation Transcript

    1. Strategic Planning for Schools A complete and practical guide to establishing a strategic plan for your school
    2. What this guide contains
      • Based on sound management principles
      • Developed for schools
      • Contains key issues needed to create a strategic plan
      • Presentation slides and explanation notes and exercises for workshops.
    3. Strategic Planning Chapter One. Definition, Purpose, Function and Process
    4. What is Strategic Planning?
      • The word ‘strategy’ comes from the Greek. It refers to: “The office of the General”…
      • Therefore the concept of Strategy is about planning and attaining objectives
    5. Why do we Strategically Plan?
      • To allow many to join the process of achieving the goals
      • TEAM DEVELOPMENT
      • To ensure the goals are well planned
      • To ensure that there is a process to achieve the goals that is realistic.
      • Underlying Strategic planning is the belief that if you plan you will achieve more than if you don’t plan
    6. The Outcome of Not Planning?
      • Teams are impossible to create
      • Coordination is difficult
      • In the worst case situations there can be significant factional division
        • New Board member question directions and decisions because they were not planned
        • Little planning leads to poor articulation of decisions
    7. The ‘Strategic Plan’ players: The Sponsors
      • The Board
      • The Head
        • Their staff and senior staff
      • Key donors
      • Key school groups: P&F, Old Scholars
      • Most ‘strategic plans’ are created as a result of the interaction and decision making that emerges from these groups.
        • The Head is usually crucial in presenting to the Board the Vision they have for the ‘strategic plan’ and its implementation.
        • The Board will ensure that the process is thorough and judge its Visionary quality for the school.
        • The Board will consider the resources implications and whether the future of the school will be secured by the ‘strategic plan’.
        • The best ‘strategic plans’ become the Head and the Board’s and is also that of the wider school community
    8. The Board as Sponsor
      • They should play as a single voice in the context of
        • The ownership
        • The school long term interests
        • The interests of the Board as represented at the time
      WHICH IS DOMINANT IS IMPORTANT TO KNOW!!
    9. The Head as Sponsor
      • The Head Plays in the context of:
        • Long term interests of the school
        • Long term interests of education
        • Short term educational needs
        • Building preferences
        • Pressure from the Board
      ESSENTIAL TO KNOW THE KEY INFLUENCES
    10. Key Donors as Sponsors
      • They can change the priorities of a school through the donation of money
      • They can influence key groups in the school to create a political need
    11. Key School Groups as Sponsors
      • They can create agendas that influence strategic plans
        • They can have great pet projects!
        • When is influence distortion?
        • When is interest narrow and destructive or creative and enhancing??
    12. The Strategic Environment
      • Educational Objectives / Visions
        • What are they?
        • Agree on what to pursue and what not to develop within the school’s strategic future
      • Political Environment
        • Old Scholars and Key pressure groups
        • Board
        • Individuals: the Headmaster’s perspective
      • Leadership Environment
        • Head’s Visions
        • Chair ambitions
        • Board
        • Senior staff
      • The Financial Environment
        • What can we afford to do? Give a Number.
        • Develop the time line for the implementation of the Strategic plan
      1 10 WHERE ARE YOU? SUCCESS CONTINUMN??
    13. Success in the Strategic Environment
      • Sociability (the essential Board attribute to ensure success)
      • Focus on resolving problems
      • Order of problem solving
      • Crisis management of arising problems
      • Confidence in problem solving
      • Understanding of the School environment and how it works!!
      PROBLEM SOLVING ABILITY
    14. Strategic planning framework: assessing the starting points
      • Define context and intended outcomes…….
        • Growth pathway or sustainable programmes pathway
    15. Understanding the objectives of Strategic Planning will help you evaluate success
      • AIM FOR THE ISSUES THAT IMPACT ON THE KEY PARTS OF THE SCHOOL
    16. Students and their achievement Relationships in the school Reporting within the school School Initiatives School Reputation Academic Pastoral Spiritual Cultural Sporting Staff to Students Staff to Parents Staff to Staff Students to Students Written Oral To Parents To Students To other Staff Personal Professional Departmental Programme School Specific Image Community perception Vision and Mission
    17. AIM TO DEVELOP THE SCHOOL ACROSS THE RANGE OF FUTURE PERSPECTIVES VISION MISSION MANAGEMENT ORGANIZATIONAL OPERATIONAL ORGANIZATIONAL
    18. The school Strategic Plan Initiatives Reputation Reporting Relationships Student Achievement Vision (societal) Mission (organizational) Management (operational) Core Dimension / Perspective
    19. Strategic planning: assessing the starting points – external issues
      • External to the school there may be some important strategic planning matters
        • Associations that the school belongs to may be in need of reflection. These may include:
          • Sporting and
          • Academic associations
        • Any new associations or groups that need to be joined or created
      • What should be participated in at the wider than local school level
        • Active participation in Independent school associations
          • Political debate
          • Funding debate
          • Litigious matters
      Decide who and how much time
    20. The Strategic Roadmap Direction Identification of projects Funding Implementation THE SCHOOL STRATEGIC PLAN
    21. Establishing the Criteria that will guide your Strategic Plan We value …. Reputation We value…. Initiatives We value… Reporting (Communications) We value …. Relationships We value…. Student achievement Embed Your Core (Foundation) Values In Real School Activity Core Dimensions of the School (The Drivers of Performance)
    22. Getting Started 1
      • At Board level:
      • Pass a minute about developing the Strategic Plan a.s.a.p.
      • Develop a policy about the Strategic Plan
        • Purpose, scope, intent.
        • Define the expected quality of the school you want to see develop
        • Appoint the Management Committee
        • Define a budget
        • Allocate a time expectation
      These are your evaluation criteria
    23. Getting Started 2
      • Select a Planning Team to coordinate the Strategic Planning process
        • Suggest
          • Head
          • Finance Director
          • Board Representative
    24. Getting Started 3
      • Appoint tactical support
        • Suggest
          • Architect with Master Planning capacity and with appropriate design brief
            • Should include design preferences eg contextual architecture and modern interiors; building standards for 100 years of school use
          • Consultant engineers
    25. Getting Started 4
      • Establish a line of communications with the Local Council
        • Refine the school connections to local gov’t
        • Defining and refining the school’s aspirations with the local council is never complete.
          • Appoint a person responsible.
          • Brief and wheel out the Head frequently.
          • Invite Local Council member frequently to the school
          • Write articles for the local press frequently. At least once a week.
          • Share Master Plan with the local council
    26. The school Strategic Plan Initiatives Reputation Reporting Relationships Student Achievement Vision (societal) Mission (organizational) Management (operational) Core Dimension / Perspective
    27. The Strategic Scaffold: Level One
      • The Strategy:
        • A clear statement about what we want to achieve
      • Broad Initiatives
        • Indicate what we will do to achieve the Strategy
      • Resources
        • Money,Time, Skill development
      • Evaluation Criteria
        • Knowing you are on track and being successful

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