Strategic Planning in Head Start


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These are slides from a workshop on Strategic Planning I did with my management team of about a dozen managers during our annual retreat.

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Strategic Planning in Head Start

  1. 1. Strategic Planning forMRDC Head StartManagement Retreat 2004Ocean City, MD
  2. 2. What do we want thisto help us do?♦ What are the reasons we give for doing this?♦ What are the benefits of planning?April 29, Nadine Owens2004 Burton
  3. 3. What is the desired future of ourrole in the community?♦ What is our vision of where MRDC Head Start is going?♦ What issues will we consider for our future attention?April 29, Nadine Owens2004 Burton
  4. 4. Critical Issues♦ What are the critical issues… In our community In our agency In our program That our planning process should include or avoidApril 29, Nadine Owens2004 Burton
  5. 5. Choosing the scope of the plan♦ The Nation – Our State • Our Community – All CAA’s • Our Agency - Our Program - Your Service AreaApril 29, Nadine Owens2004 Burton
  6. 6. How MRDC Head Start Fits IntoOther Goals♦ The CAA/ROMA Framework♦ HHS/ACF goals♦ Local (City and County) GoalsApril 29, Nadine Owens2004 Burton
  7. 7. BIG WORK♦ Our Vision for the program♦ The Purpose of the agency♦ The Values that will guide us as we plan and operate our program♦ The Mission of our CAAApril 29, Nadine Owens2004 Burton
  8. 8. Values Scan♦ Personal values of the team♦ Values of the organization as a whole♦ Organization’s operating philosophy♦ Organization’s culture♦ The values of the organization’s stakeholdersApril 29, Nadine Owens2004 Burton
  9. 9. Mission Formulation♦ MRDC Mission♦ Head Start Mission♦ We Prepare Children and Their Families for the FutureApril 29, Nadine Owens2004 Burton
  10. 10. Mission Formulation♦ WHAT WHO HOW WHY – What  Client Needs; Services (Service Areas) – Who  Clients or Client Groups (low-income) – How  Activities; Technologies (Implementation Plans) – Why  Reason for beingApril 29, Nadine Owens2004 Burton
  11. 11. Readiness for Strategic Planning♦ Effective Strategic Planning Takes TIME!!! – Actual Process – Board and PC informed on a regular basis – Data collected and processedApril 29, Nadine Owens2004 Burton
  12. 12. BIG WORK♦ Environmental Scan – Community Needs Assessment – Self-Assessment – SWOT (Strengths, Weaknesses, Opportunities and Threats)April 29, Nadine Owens2004 Burton
  13. 13. Environmental Scan♦ Macro – The Economy – Technology – Political Landscape – Broad Societal Changes♦ Industry – Child Care as a whole – Head Start NationallyApril 29, Nadine Owens2004 Burton
  14. 14. Environmental Scan (cont’d)♦ Competitive – Local Child Care – Public School♦ Internal-MRDC Head Start – Structure of the organization – Staff – SWOT – Systems and day-to-day planning – Quality and Quantity IssuesApril 29, Nadine Owens2004 Burton
  15. 15. Realities and Trends♦ Demographics♦ Political♦ Economic♦ Technological♦ Cultural♦ Social Values♦ OtherApril 29, Nadine Owens2004 Burton
  16. 16. Organizational (Internal)♦ Strengths♦ Weaknesses The internal analysis of the organization; the performance audit. Organizations need to avoid overstating strengths and not honestly identifying weaknesses.April 29, Nadine Owens2004 Burton
  17. 17. Overall (External)♦ Opportunities♦ Threats The performance audit must also include information about outside forces. It must include current and future trends. Remember that changes can be either or both.April 29, Nadine Owens2004 Burton
  18. 18. Gap Analysis “The moment of truth” “Where do we stand?” If after the performance analysis (self assessment; PRISM) there are no identified gaps between current performance of the organization and the successful realization of the strategic model (Performance Standards; QIP) then the team did not reach deep enough.April 29, Nadine Owens2004 Burton
  19. 19. Program Goals, Objectives andActivities♦ Goals – Describe the results that will be produced in a multi-year time frame, 3 to 5 years♦ Objectives – Are related to each goal – One or more objectives per goal; usually limited to progress that will be made in one year. – “Action Plan” for the yearApril 29, Nadine Owens2004 Burton
  20. 20. Program Goals, Objectives andActivities♦ Activities – To accomplish the objectives – Objectives and activities are the place where the WHO, WHAT, WHEN, WHERE, WHY descriptions found in most grant application might fit into the strategic plan.April 29, Nadine Owens2004 Burton
  21. 21. Feedback Mechanisms♦ We must describe the feedback mechanisms that are linked to our goals and objectives – Performance measures • Results and Outcome Measures • Related to either goal of objective – Data Collection and use • How PIR and other reporting requirements fit with the elements of our plan – Monitoring and assessment • On-going monitoring; self assessment; triennial review. How will these be used to improve the program and the future planning processApril 29, Nadine Owens2004 Burton
  22. 22. Budget♦ The inter-relationship between the strategic plan, the annual operating budget and the grant application(s).April 29, Nadine Owens2004 Burton
  23. 23. Putting the Head Start Goals intothe Framework♦ Create Goals for each of the content areas of the PRISM Framework – Child Dev and Health Services • Prevention and Early Intervention; Individualization; Disabilities; Curriculum and Assessment; Child Outcomes – Family and Community Partnerships • Family Partnership Building; Parent Involvement; Community Partnerships – Program Design • Program Governance; Planning; Communication; Record- keeping and Reporting; Ongoing Monitoring; Self- Assessment; Human Resources; ERSEA; Facilities, Materials, Equipment, and Transportation.April 29, Nadine Owens2004 Burton
  24. 24. Putting the Head Start Goals intothe Framework♦ Go through the ACF Plan, the Performance Standards, and the IM’s and pull out goal statements♦ Go through ACF Plan, PS and IM’s and pull out outputs/outcomes/results for which you are held accountable and create objectives and/or goals to accomplish themApril 29, Nadine Owens2004 Burton
  25. 25. Who do we need?♦ Who do we need to make our program a success?♦ Who do we involve in our planning?♦ And what do we want them to do? – Do they bring X to the table, or just show up?April 29, Nadine Owens2004 Burton
  26. 26. Who do we need? And When?♦ Policy Council♦ MRDC Board of Directors♦ Ethnic Organizations♦ Faith based organizations♦ Elected officials♦ College and Universities♦ School Districts♦ Our other community partners♦ Etc…April 29, Nadine Owens2004 Burton
  27. 27. Sorting out community input♦ Focus groups♦ Surveys♦ Reports from other agencies♦ Other?April 29, Nadine Owens2004 Burton
  28. 28. Exercise in Problem Analysis♦ Typical Statements made at public meetings on housing and employment problems – Description – Causes – StrategiesApril 29, Nadine Owens2004 Burton
  29. 29. Strategy Development♦ A strategy – Eliminates or reduces the cause(s) of a problem – Describes a course of action – Indicates who will be involved in implementing the strategyApril 29, Nadine Owens2004 Burton
  30. 30. Exercise♦ To what types of strategies are you drawn?April 29, Nadine Owens2004 Burton
  31. 31. Selecting Results and OutcomeMeasures ROMA IM’s FACES PRISM Head Start Performance Standards Agency Plan United Way Local sourcesApril 29, Nadine Owens2004 Burton
  32. 32. The Planning Process Narrative(Handout) Preface Description of the Head Start Program Summary if the Proposed planning Process Major Steps Existing Vision, Purpose, Values, Mission StatementsApril 29, Nadine Owens2004 Burton
  33. 33. The Planning Process Narrative Citizen involvement/Community Groups/Stakeholders Parent Involvement Specific Sequence of Steps to be Taken, Person(s) Responsible, TimetableApril 29, Nadine Owens2004 Burton
  34. 34. Feedback Method for the Future♦ Carrying the results and outcomes back into the program planning and operations – Insuring the plan doesn’t end up back on the shelf, not used. – Monitoring for change • Monthly, quarterly, annually? – Set a process for updating the plan annually, or ???April 29, Nadine Owens2004 Burton
  35. 35. Next Steps?♦ Ask yourself… – What are some of the things I should do when I get back, to get this process moving? • 1 • 2 • 3 • 4 • 5 • 6April 29, Nadine Owens2004 Burton
  36. 36. Write a Goal♦ What is a goal for you? –1 –2 –3April 29, Nadine Owens2004 Burton