Strategic Planning: Road to the Future

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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

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Strategic Planning: Road to the Future

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1. Strategic Planning: Road to the Future Presented by The Reverend George E. Andrews II Head of School Saint Andrew’s School, Boca Raton FL & Christina Drouin Executive Director Center for Strategic Planning Boca Raton, FL Talk through questions only; don’t answer Talk through questions only; don’t answer

2. 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? What’s 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 Andrew’s School Boca Raton FL

3. 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 Andrew’s School Boca Raton FL

4. 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 Andrew’s School Boca Raton FL

5. Three Hallmarks of Plans That Work Inclusivity Shared responsibility Accountability For the NAIS 2001 Annual Conference by the Center for Strategic Planning and Saint Andrew’s School Boca Raton FL

6. Inclusivity Who? What? When? Where? Why? How? For the NAIS2001 Annual Conference by the Center for Strategic Planning and Saint Andrew’s School

7. Shared Responsibility Board Teams Facilitator For the NAIS 2001 Annual Conference by the Center for Strategic Planning and Saint Andrew’s School Boca Raton FL

8. Accountability Buy-in benefit: accountability Inputs, outputs and outcomes “Goals that don’t degenerate into work are just dreams.” Peter Drucker For the NAIS 2001 Annual Conference by the Center for Strategic Planning an Saint Andrew’s School Boca Raton FL

9. Process Goals Define Current Status of The School Create the Vision for the Year 2006 Evaluate Current Environment Against Future Vision Build the School’s Strategic Plan Inform a Case Statement Summarizing Needs   For the NAIS 2001 Annual Conference by the Center for Strategic Planning and Saint Andrew’s School Boca Raton FL

10. 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 Andrew’s School Boca Raton FL

11. 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 Andrew’s School Boca Raton FL

12. 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 Andrew’s School Boca Raton FL

13. SP Process Tools

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