Strategic Planning: Road to the Future Presented by The

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Strategic Planning Road to the Future

• Presented by
• The Reverend George E. Andrews II Head of School
• Saint Andrews School, Boca Raton FL
• Christina Drouin
• Executive Director
• Center for Strategic Planning
• Boca Raton, FL

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Strategic Planning for the New Millennium

• Ten key questions to ask before beginning a new
  planning cycle
• 1. What are our goals?
• 2. What outcomes should we expect?
• 3. Who should be involved?
• 4. How long will it take?
• 5. What are the elements of a strategic plan?
• 6. What makes a plan strategic?
• 7. What are the differences between a
  marketing plan, an annual plan and a strategic
  plan?
• Whats new in strategic planning?
• What can I learn from others?
• Where do we begin?
• For the NAIS 2001 Annual Conference by the Center
  for Strategic Planning and Saint Andrews School
  Boca Raton FL

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The Big Question

• How do we implement our plan?
• a/k/a
• Is anybody actually doing anything?
• Better big question What approach should we use
  to end up with a plan that can and will be
  implemented?
• For the NAIS 2001 Annual Conference by the Center
  for Strategic Planning and Saint Andrews School
  Boca Raton FL

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Lessons Learned from Higher Education

• University who shall remain nameless The penalty
  of not getting faculty buy-in.
• Brown University Key questions at its faculty
  retreat What are the critical to be included as
  we start this phase of planning? What activities
  and efforts should Brown University be pursuing
  that are not presently being done? What
  activities and efforts are being done at Brown
  which should be ceased? If Brown were to take one
  significant step to improve, it would be
• United States Naval Academy Goal Groups
• University of Houston Medical Center Creating a
  venue for ongoing strategic planning Strategic
  Thinking Sessions
• For the NAIS Annual 2001 Conference by the Center
  for Strategic Planning and Saint Andrews School
  Boca Raton FL

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Three Hallmarks of Plans That Work

• Inclusivity
• Shared responsibility
• Accountability
• For the NAIS 2001 Annual Conference by the Center
  for Strategic Planning and Saint Andrews School
  Boca Raton FL

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Inclusivity

• Who?
• What?
• When?
• Where?
• Why?
• How?
• For the NAIS2001 Annual Conference by the Center
  for Strategic Planning and
• Saint Andrews School

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Shared Responsibility

• Board
• Teams
• Facilitator
• For the NAIS 2001 Annual Conference by the Center
  for Strategic
• Planning and Saint Andrews School Boca Raton FL

8
Accountability

• Buy-in benefit accountability
• Inputs, outputs and outcomes
• Goals that dont degenerate into work are just
  dreams.
• Peter Drucker
• For the NAIS 2001 Annual Conference by the Center
  for Strategic
• Planning an Saint Andrews School Boca Raton FL

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Process Goals

• Define Current Status of The School
• Create the Vision for the Year 2006
• Evaluate Current Environment Against Future
  Vision
• Build the Schools Strategic Plan
• Inform a Case Statement Summarizing Needs
•  
• For the NAIS 2001 Annual Conference by the Center
  for Strategic Planning and Saint Andrews School
  Boca Raton FL

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Expected Process Outcomes

• Vision Statement
• Congruent Mission Statement
• Statement of Guiding Principles or Core Values
• Goals
• Key Strategies
• Initiatives
• Action Plans with Objectives and Timelines
• Establishment of Goal Groups/Teams to Implement
  Strategic Plan
• Constituency awareness of, consensus around and
  enthusiasm for school vision
• Leadership competency and confidence in strategic
  planning  
• For the NAIS 2001 Annual Conference by the Center
  for Strategic Planning and Saint Andrews School
  Boca Raton FL

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Definition of Terms

• Strategic Plan
• vs.
• Work Plans/Annual Plans
• vs.
• Marketing Plans
• For the NAIS 2001 Annual Conference by the Center
  for Strategic Planning and Saint Andrews School
  Boca Raton FL

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More

• Core Values What is important to us?
• Vision Where do we want to be in five years?
• Mission What is our purpose?
• Goals What broad achievements must we attain?
• Strategies What major directions must we take?
• Initiatives What specific programs or activities
  will support our strategies?
• Work Plans Who will do what by when?
• Success Indicators/Outcome Measurements/
  Benefits How will we know we have been
  successful?
• For the NAIS 2001 Annual Conference by the Center
  for Strategic Planning and Saint Andrews School
  Boca Raton FL

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SP Process Tools
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Consensus Building Techniques

• Exercise in Core Values What drives us?
• Visioning If we could be the school of our
  dreams and
• have the impact we most desire, what would that
  look like
• in the year 2006?
• Scenario Building What are our possible
  alternative futures?
• Utopia, Global Reality, Most Probable and Worst
  Case
• Symposium/Retreat What is important to us as a
  community?
• Future Business History Write headlines of local
  section of your city
• daily under each of these four scenarios
• For the NAIS 2001 Annual Conference by the Center
  for Strategic Planning and Saint Andrews School

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Expected Process Outcomes

• Vision Statement
• Congruent Mission Statement
• Statement of Guiding Principles or Core Values
• Goals
• Key Strategies
• Initiatives
• Action Plans with Objectives and Timelines
• For the NAIS 2001 Annual Conference by the Center
  for Strategic Planning and Saint Andrews School
  Boca Raton FL

16
Precursors of Implementation

• Establishment of Goal Groups to Implement
  Strategic Plan
• Constituency awareness of, consensus around and
  enthusiasm for school vision
• Leadership competency and confidence in strategic
  planning
• For the NAIS 2001 Annual Conference by the Center
  for Strategic Planning and Saint Andrews School
  Boca Raton FL

17
Moving from Planning into Implementation

• Completion of Plan/Endorsements
• Publication of Plan
• Goal Groups
• Work Plans
• Responsible Person/Team/Sponsors
• For the NAIS 2001 Annual Conference by the Center
  for Strategic Planning and Saint Andrews School
  Boca Raton FL

18
What Is The Role ofThe Board?For
the NAIS 2001 Annual Conference by the Center for
Strategic Planning and Saint Andrews School
Boca Raton
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The Boards Role

• Philosophically speaking
• As the keepers of the trust
• Practically speaking
• What? When? How? How much?
• For the NAIS 2001 Annual Conference by the Center
  for Strategic Planning and Saint Andrews School
  Boca Raton FL

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What Is The Role of The Head of School?

• For the NAIS 2001 Annual Conference by the Center
  for Strategic Planning and Saint Andrews School
  Boca Raton FL

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Heads Role

• Not to have all the right answers
• Ask the right questions
• Champion Plan Development
• Oversee Plan Implementation
• For the NAIS 2001 Annual Conference by the Center
  for Strategic Planning and Saint Andrews School
  Boca Raton FL

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In Summary

• Ten key questions to ask before beginning a new
  planning cycle
• 1. What are our goals?
• 2. What outcomes should we expect?
• 3. Who should be involved?
• 4. How long will it take?
• 5. What are the elements of a strategic plan?
• 6. What makes a plan strategic?
• 7. What are the differences between a marketing
  plan, an annual plan and a strategic plan?
• Whats new in strategic planning?
• What can I learn from others?
• Where do we begin?
• For the NAIS 2001 Annual Conference by the Center
  for Strategic Planning and Saint Andrews School
  Boca Raton FL