Strategic Planning: Steps in the Process of Change

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Strategic Planning Steps in the Process of
Change

• Prepared by Appalachia Intermediate Unit 8

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Strategic Planning Steps in the Process of
Change

• Adapted from PDEs Chapter 4 Strategic Planning
  Guidelines which are available on the Bulletin
  Board Pages of PDEs website http//www.bbpages.p
  su.edu/

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Background

• On January 16, 1999 the State Board of Education
  adopted the Rules and Regulations known as
  Chapter 4 that defines expectations for children
  in public and charter schools of PA.

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Chapter 4

• Chapter 4 contains academic standards that
  identify the knowledge and skills students should
  learn in content areas by designated grade levels.

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Rationale for Standards

• These standards provide the rigor of world class
  standards, are measurable, and provide clarity
  about what is expected for all students.

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The Strategic Plan Must...

• Be a six-year plan.
• Show in detail how the standards are incorporated
  into the curriculum.
• Involve community members that reflect the
  communitys diversity.

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Who should be involved?

• Parents
• Community leaders
• Business leaders
• Students
• Educators
• School officials

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Components of a Strategic Plan

• 1. A mission statement.

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Components of a Strategic Plan

• 2. A listing of educational and organizational
  goals as they relate to student achievement and
  high school graduation requirements.

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Components of a Strategic Plan

• 3. A description of academic standards
  (consistent with Chapter 4, section 4.12).

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Components of a Strategic Plan

• 4. The planned instruction to be offered, the
  instructional and assessment practices to be used
  to strive for the academic goals and attain
  academic standards, and the high school
  graduation requirements set forth in Chapter 4
  (section 4.24).

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Components of a Strategic Plan

• 5. An assessment plan designed to determine the
  degree to which students are achieving academic
  standards.

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Components of a Strategic Plan

• The assessment plan must also include
• Descriptions of the methods and measures used to
  determine achievement.

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Components of a Strategic Plan

• How information from assessments will be used to
  assist students who have not demonstrated
  attainment of the academic standards at the
  proficient level or higher.

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Components of a Strategic Plan

• How information from the assessments will be made
  available to the public.

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Components of a Strategic Plan

• 6. A plan for improving students achievement,
  including specific, measurable goals for student
  growth and plans designed to help students attain
  their achievement goals.

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Components of a Strategic Plan

• Achievement goals must demonstrate the connection
  to the academic standards and include annual
  improvement goals for student scores on state and
  local assessments.

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Components of a Strategic Plan

• 7. A professional development plan and an
  induction plan.

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Components of a Strategic Plan

• 8. A description of the schools organization and
  organizational goals and their relationship to
  differing student needs within the school...

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Components of a Strategic Plan

• The relationship between educational and
  organizational goals and...

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Components of a Strategic Plan

• The relationship between organizational goals and
  the attainment of academic standards.

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Components of a Strategic Plan

• 9. A description of professional personnel,
  school libraries, classrooms, and other resources
  that will be devoted to the attainment of
  academic standards.

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Components of a Strategic Plan

• 10. A brief description of the process used to
  develop the strategic plan, including a list of
  persons involved in its development.

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Components of a Strategic Plan

• 11. A plan for additional instructional
  opportunities for students not achieving at the
  proficient level and...

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Components of a Strategic Plan

• Identification procedures
• Alternate instructional strategies
• Monitoring of assessment procedures
• Opportunities for extended learning time

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Chapter 4 Regulations require LEAs to specify...

• 1. Graduation requirements, including
• Course completion and grades
• Completion of a culminating project
• Results of local assessments aligned with
  standards

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Graduation requirements

• Beginning in the 2002-2003 school year, students
  must demonstrate proficiency in reading, writing,
  and mathematics on either the state assessments
  given in grade 11 or 12 OR local assessment
  aligned with academic standards and state
  assessments at the proficient level or better in
  order to graduate.

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Chapter 4 Regulations require LEAs to specify...

• 2. How planned instruction is designed to prepare
  students to meet these graduation requirements.

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Chapter 4 Regulations require LEAs to specify...

• 3. That the strategic plan is based upon an
  analysis of internal and external needs, leading
  to the specification of priorities for action and
  action plans.

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Chapter 4 Regulations require LEAs to specify...

• 4. That strategic plans have been developed
  through active participation by parents,
  students, school directors and administrators,
  teachers, other school personnel, and community
  members.

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Chapter 4 Regulations require LEAs to specify...

• Teacher representatives have been chosen by other
  teachers, administrative representatives by other
  administrative personnel, and school director
  representatives by board of school or AVTS.

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Professional Development Plans

• LEAs must include their Act 178 professional
  development plan in their strategic plan.
• Act 178 Continuing Professional Development
  requires all school districts, IUs, and AVTSs to
  have a state-approved two-year plan for
  continuing professional development.

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Professional Development Plans

• 1. The purpose of the plan and its relationship
  to the LEAs academic standards must be described.

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Professional Development Plans

• 2. The plan must be based on an assessment of
  needs.
• 3. The plan must comply with the law and
  regulations.

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Professional Development Plans

• The people who developed the plan and how they
  were selected must be described. (Teachers must
  have been selected by teachers and administrators
  by administrators.)

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Professional Development Plans

• The plan must describe how the professional
  development needs of the school and its
  professional employees are to be met.

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Professional Development Plans

• The plan must include and define options for
  providing professional development opportunities
• Graduate level coursework
• Professionally-related Masters degree
• PDE-approved inservice courses
• Curriculum development work
• Supervised classroom observation of other
  professional employees
• Attendance at professional conferences

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Professional Development Plans

• Records of participation must be maintained for
  professionals who received their initial PA
  certification on or after June 1, 1987.

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Professional Development Plans

• The plans approval statement must be validated
  by the strategic planning committee and the
  school board.

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Professional Development Plans

• A description of the design, methods and
  procedures, and content of the program must be
  included.

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Professional Development Plans

• Planning for professional development must be
  ongoing and include evaluation and refinement of
  the program.

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Induction Plans

• Chapter 4 requires that LEAs include their
  induction plan in their strategic plan.
• Chapter 49 Certification of Professional
  Development requires that LEAs submit a plan for
  the induction of new teachers into the teaching
  profession.

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Induction Plans

• Induction plans must be approved for six years
  and include...

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Induction Plans

• The purpose of the plan and its relationship to
  academic standards.
• A description of the needs assessment.
• An indication that the plan complies with the law
  and/or regulations.

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Induction Plans

• All first year teachers must participate in the
  program.
• There must be a mentor relationship between the
  first year teacher and the induction team.

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Induction Plans

• The program must include a study of the Code of
  Professional Practice and Conduct for Educators.
• Records of participation must be maintained.

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Induction Plans

• A description of the design and content must be
  included in the plan.
• There must be evidence that the program is
  ongoing and includes evaluation and refinement of
  the program.

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Submission Procedures

• Chapter 4 states that strategic plans will be
  filed with PDE and reviewed for revision at the
  mid- point according to the implementation
  schedule developed by the Department.

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Submission Procedures

• Strategic plans are to be filed with PDE as
  follows
• Phase I Schools September 30, 2000
• Phase II Schools September 30, 2001
• Phase III Schools September 30, 2002

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Submission Procedures

• Send to PDE (with your strategic plan)
• One originally-signed Signature Form (PDE-3049)
• One originally-signed Professional Development
  Form (PDE-4688)

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Submission Procedures

• One copy of the board-approved strategic plan
  with original signatures should be mailed to
• Director
• Bureau of Curriculum and Academic Services
• Pennsylvania Department of Education
• 333 Market Street, 8th Floor
• Harrisburg, PA 17126-0333

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Submission Procedures

• Special Notes
• Prior to board approval, the strategic plan and
  its revisions must be made available for public
  inspection in the LEAs offices or nearest public
  library until the next regularly scheduled board
  meeting or a minimum of 28 days, whichever comes
  first.

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Submission Procedures

• The strategic plan must be filed with PDE after
  it is recommended by the superintendent and
  approved by the board of directors.
• If the board alters the plan, it must consult
  with the strategic planning committee to reach
  the greatest possible consensus before submitting
  it to PDE and include any minority report that is
  developed.

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Submission Procedures

• Mid-point reviews are required under Chapter 4.
• If a review results in changes and/or amendments
  to the strategic plan, they must be forwarded to
  PDE.
• If no changes are made, it is not necessary to
  submit a report to PDE.

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Strategic Plan Development Recommendations

• Schools should plan for equitable representation
  on the various planning committees that will be
  developing the strategic plan.

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Strategic Plan Development Recommendations

• Schools should develop a clear statement
  specifying the community committees as advisory
  in nature and how input will be used.

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Strategic Plan Development Recommendations

• Schools should prepare a description of the
  committees, their specific functions, and the
  time commitment of each committee in the planning
  process (e.g., the purpose of the steering
  committee vs. action teams).

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Strategic Plan Development Recommendations

• Committee governance should be delineated (e.g.,
  consensus vs. voting decision making reporting
  procedures).

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Strategic Plan Development Recommendations

• Strategic planning progress reports should be
  presented at each school board meeting.

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Strategic Plan Development Recommendations

• PDE strongly recommends that annual progress
  reports on the implementation of the strategic
  plan be presented to the community.

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Strategic Plan Development Recommendations

• Upon official adoption of the strategic plan, a
  descriptive public information document
  containing the essentials of the plan should be
  prepared for the community.

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Strategic Plan Development Recommendations

• Upon completion of the implementation of the
  six-year plan, PDE recommends that a summative
  report be prepared for the steering committee,
  community, and school board.

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Strategic Plan Development Recommendations

• Charter schools should coordinate the development
  of their strategic plan with their school
  district.

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Strategic Planning Assistance

• For local assistance with strategic planning,
  please contact
• Curriculum, Training and Development Services
• Appalachia Intermediate Unit 8
• 119 Park Street
• Ebensburg, PA 15931
• 814-472-7690
• 814-472-5033 (fax)