SUCCEEDING ATSTRATEGICPLANNING:From SWOT toBoard AgendaIda Crown Jewish Academy                           PEJE Assembly Pr...
2Presenters:! Rabbi   Leonard A. Matanky, Dean, ICJA! Michelle   Friedman, Immediate Past­President ICJA Board! Kevin   Ki...
3Executive Summary1.   External Consultants2.   Proven Process (It’s a Process, not a meeting)3.   Goal Setting Based on F...
4Strategic Planning Overview2007­2008"   Committee formed"   Initial S.W.O.T. Analysis"   Laid groundwork"   Process not c...
5Strategic Planning Overview2007­2008Lessons Learned:   " Need for objective analysis to break ties   " Need for outside c...
6Strategic Planning OverviewNew Beginning: 2009­2010! YeshivaUniversity (YU) Institute for University­ School Partnership ...
7Strategic Planning:Process Overview
8S.W.O.T. AnalysisStrengths, Weaknesses, Opportunities and Threats!   September, 2008 – Board Retreat / SWOT analysis    !...
9S.W.O.T. Analysis Outcomes
10Strategic Planning:Working Groups! Student   Achievement / Metrics! Professional   Faculty! Curriculum   Development! Fi...
11Strategic Planning:Committee Members!   9 ICJA Board Members!   5 Professional Staff!   3 Administrators / Principals!  ...
12Strategic Planning:Timetable! September, 2008   – Board Retreat / SWOT Working Session! November­January: Sub   Committe...
13Strategic Planning:Timetable! March­April   2009: Buy­in and Goal Setting! May­June   2009: Board Presentation and Appro...
14
15Strategic PlanningAdministrative Tracking Report
16Strategic Plan: Board ReportingOctober 13th Meeting! Development: Deva    Zwelling! Finance: Michael   London! Faculty  ...
17Strategic Planning“The BIG Picture” – Critical Elements! Every school needs future direction >> not just those in troubl...
18Strategic Planning:     Chairing Strategic Planning  “Monday Morning Quarterback”        Kevin Kirshenbaum, M.D.
19Strategic Planning:Role of the Chair! Champion the Process ! Lay Leadership ! Administration ! Board ! Parents! Keep Pro...
20Strategic Planning:Successful Planning! Developing   Trust with Administration ! Time ! Research  based data ! Intermedi...
21Strategic Planning:Potential Pitfalls! Administration ! Data  Driven Decision Making vs. Historical   Assumptions ! Teac...
22Strategic Planning:Potential Pitfalls! Lay Leadership ! Finding Sub Committee Leads that buy into   Strategic Planning !...
23Strategic Planning:Lessons Learned! Consultants/ Intermediary / Experts ! Impasses: Data, Goal /Action Plan Development,...
24Strategic Planning:Implementation! Head  of School ! Key to Implementation ! True Partner in the process: EVERY STEP ! J...
25Strategic Planning:ICJA Accomplishments to Date! Finances ! Establish line item for Strategic Planning that   impacts tu...
26Strategic Planning:ICJA Accomplishments to Date! Professional Development ! Mentoring program ! 3 Tier Plan! Curriculum ...
27Strategic Planning:ICJA Accomplishments to Date! Student Achievement ! College Guidance: Revised process for both   stud...
28Strategic PlanningQuestions for Consideration and Discussion! What   would your school’s SWOT analysis indicate?! What  ...
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Succeeding at strategic planning harry bloom

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Succeeding at strategic planning harry bloom

  1. 1. SUCCEEDING ATSTRATEGICPLANNING:From SWOT toBoard AgendaIda Crown Jewish Academy PEJE Assembly Presentation October 2010
  2. 2. 2Presenters:! Rabbi Leonard A. Matanky, Dean, ICJA! Michelle Friedman, Immediate Past­President ICJA Board! Kevin Kirshenbaum, VP Strategic Planning! HarryBloom, Process Facilitator, Institute for University­School Partnership,Yeshiva University
  3. 3. 3Executive Summary1. External Consultants2. Proven Process (It’s a Process, not a meeting)3. Goal Setting Based on Facts4. Partnerships of Professionals and Lay Leaders5. Long Term Financial Plan that Forces Tradeoffs and Promotes Affordability and Quality6. Use as Platform for Strategic Governance
  4. 4. 4Strategic Planning Overview2007­2008" Committee formed" Initial S.W.O.T. Analysis" Laid groundwork" Process not completed
  5. 5. 5Strategic Planning Overview2007­2008Lessons Learned: " Need for objective analysis to break ties " Need for outside consultants " Need for Multiple inputs " Faculty " Administration " Board " Parents " Community Leaders
  6. 6. 6Strategic Planning OverviewNew Beginning: 2009­2010! YeshivaUniversity (YU) Institute for University­ School Partnership process facilitator ! PEJE/YU financial support! Use proven process adapted to ICJA! Commitment to planning as part of evolution to strategic governance! VP Strategic Planning as champion
  7. 7. 7Strategic Planning:Process Overview
  8. 8. 8S.W.O.T. AnalysisStrengths, Weaknesses, Opportunities and Threats! September, 2008 – Board Retreat / SWOT analysis ! Foci of study ! Affordability ! Fundraising ! Faculty Compensation / Recruitment ! Supervision / Professional Development / Curriculum ! Student Achievement“on a number of the above issues, there was a lack of consensus over how we are currently doing, and a desire for analytic work to validate ICJA’s position”
  9. 9. 9S.W.O.T. Analysis Outcomes
  10. 10. 10Strategic Planning:Working Groups! Student Achievement / Metrics! Professional Faculty! Curriculum Development! Fiscal Viability ! Affordability/ Finances ! Fundraising / Endowment
  11. 11. 11Strategic Planning:Committee Members! 9 ICJA Board Members! 5 Professional Staff! 3 Administrators / Principals! 1 Associated Talmud Torahs (Central Agency)! 5 Teachers! 4 Community Leaders with expertise! YU Institute for University­School Partnership consultants (Overall planning process, education, finance)! PEJE / Measuring Success: Sacha Litman! 3 Peer Schools ( Weinbaum ­ Boca, Fuchs Mizrachi – Cleveland, Maimonides – Brookline)
  12. 12. 12Strategic Planning:Timetable! September, 2008 – Board Retreat / SWOT Working Session! November­January: Sub Committees and SWOT Analysis! December – February 2009 ! Committee Charters and Workplans ! Data gathering / refinement ! Benchmark / Comparative Data ! Thorough Educational Audit (Dr. Jeffrey Glanz, YU)
  13. 13. 13Strategic Planning:Timetable! March­April 2009: Buy­in and Goal Setting! May­June 2009: Board Presentation and Approval! July 2009: Implementation Committees Begin to Work! Ongoing Committee Reports to Board
  14. 14. 14
  15. 15. 15Strategic PlanningAdministrative Tracking Report
  16. 16. 16Strategic Plan: Board ReportingOctober 13th Meeting! Development: Deva Zwelling! Finance: Michael London! Faculty Recruitment/Compensation: D. Harris! Professional Development: Jeremy Kahan
  17. 17. 17Strategic Planning“The BIG Picture” – Critical Elements! Every school needs future direction >> not just those in trouble! 360° perspective avoids tunnel vision! Expertoutside counsel breaks bottlenecks and helps identify solutions! Administrative/Board partnership is imperative! Long term financial planning is vital… as is flexibility! Planning as doorway to strategic governance
  18. 18. 18Strategic Planning: Chairing Strategic Planning “Monday Morning Quarterback” Kevin Kirshenbaum, M.D.
  19. 19. 19Strategic Planning:Role of the Chair! Champion the Process ! Lay Leadership ! Administration ! Board ! Parents! Keep Process Focused ! S.W.O.T., Data Research / Interpretation, Goal/Action Plan Development, etc ! PER Strategic Area of Concentration
  20. 20. 20Strategic Planning:Successful Planning! Developing Trust with Administration ! Time ! Research based data ! Intermediary (consultants with “outside” view) ! Buy in to every step along the way! Keep Lay leadership focused ! Individual parent agendas NOT the priority of Strategic Planning ! Buy in to every step along the way
  21. 21. 21Strategic Planning:Potential Pitfalls! Administration ! Data Driven Decision Making vs. Historical Assumptions ! Teacher sensitive areas of focus (benchmarking, expectations for professional development, etc.) ! Stressing Administration ! Day to Day Operations ! Strategic Planning Process
  22. 22. 22Strategic Planning:Potential Pitfalls! Lay Leadership ! Finding Sub Committee Leads that buy into Strategic Planning ! Hold Sub Committee Leads accountable ! Process ! Deadlines
  23. 23. 23Strategic Planning:Lessons Learned! Consultants/ Intermediary / Experts ! Impasses: Data, Goal /Action Plan Development, Metric / Monitoring! Set Firm Deadlines! BoardCommunication ! Report Progress: Keep Board Informed and engaged in process along the way ! Expected Timeline: holds ALL accountable
  24. 24. 24Strategic Planning:Implementation! Head of School ! Key to Implementation ! True Partner in the process: EVERY STEP ! Joint Effort ! Cannot be Exclusively Board Driven! Board President ! Allow the Strategic Plan to drive Agenda of Board ( give up some autonomy, hold VP’s / Administration accountable to the Plan)
  25. 25. 25Strategic Planning:ICJA Accomplishments to Date! Finances ! Establish line item for Strategic Planning that impacts tuition / fundraising ! Consistent reporting of critical drivers of the budget to board ! Ongoing impact on budget of priorities set by Strategic Planning per domain ! Scholarship: revised scholarship process based on benchmarking with other schools
  26. 26. 26Strategic Planning:ICJA Accomplishments to Date! Professional Development ! Mentoring program ! 3 Tier Plan! Curriculum Review/Revision ! Math ! Tefillah(Prayer)! StudentAchievement ! College Guidance: Revised process for both students/parents ! Data­based tracking of Achievement
  27. 27. 27Strategic Planning:ICJA Accomplishments to Date! Student Achievement ! College Guidance: Revised process for both students/parents ! Use of longitudinal standardized tests reports in tracking of achievement
  28. 28. 28Strategic PlanningQuestions for Consideration and Discussion! What would your school’s SWOT analysis indicate?! What might your school’s top 3­5 year goals be? Why?! Whatwould your school’s top 3 strategic initiatives need to focus on?! How can Board and Administrative readiness for strategic planning be enhanced?

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