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Strategic Planning Update

NSOL Board – November 12, 2012. Strategic Planning Update. Contents: Review Strategic Planning Framework (from Board 8/20) SP Situation Assessment Progress Report SP SA Exercise: Foundation Interview Synthesis. NSOL Board – November 12, 2012.

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Strategic Planning Update

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  1. NSOL Board – November 12, 2012 Strategic Planning Update Contents: • Review Strategic Planning Framework (from Board 8/20) • SP Situation Assessment Progress Report • SP SA Exercise: Foundation Interview Synthesis

  2. NSOL Board – November 12, 2012 In August 2012 the Board adopted Principles to guide and clarify intent for Strategic Planning Process Review from 8/20 Principles for the 2012-2013 Strategic Planning Process: • Board Role – The Board as a whole provides oversight and approves the outputs of the strategic planning process. • Project Management – The Board delegates design and management of the process to a Project Management team including non-board members. • Transparency – A description of the process, content and outputs of each major activity are available to all interested stakeholders. • Stakeholder Input – The project management team welcomes and seeks input from all interested stakeholders. • Explicit Planning Outputs – The process is intended to deliver concrete and explicit outputs this planning year (2012-2013). • Iterative Process – The process will be designed with steps that are intended to be iterated annually, or as deemed appropriate by the board.

  3. NSOL Board – November 12, 2012 In August 2012 the Board adopted a Framework to provide common vocabulary and reference for Strategic Planning Review from 8/20 Strategic Planning Framework Mission

  4. NSOL Board – November 12, 2012 In August the Board adopted a multi-stage Strategic Planning Calendar with a Situation Assessment ending in December Revised since 8/20 Strategic Planning Calendar: 2012-2013 December March June September Situation Assessment Vision Strategy We are here Initiatives

  5. NSOL Board – November 12, 2012 The Situation Assessment stage is progressing as planned with major outputs expected by the end of December 2012 Situation Assessment Workflow September October November December Foundation Survey Foundation Interviews Working Sessions Situation Assessment • Online survey with 8 open-ended questions • Targeted all Board and all Staff • 33 respondents (~50% response rate) • Produced ~250 inputs • Standardized 30-minute phone interviews • Included all Board; a cross section of Staff, current/former parents; and external experts (2 local ed. professionals and 2 Montessori HOS) • ~40 participants • Generated 1,000+ “opinions” • Facilitated working sessions of 1.5 to 3 hrs • Sessions open to any stakeholder (exception: Board “trial run”) • Sessions “stand alone” to allow partial participation • Calendar of meetings • Mon 11/12 @ 8pm (Board) • Sun 11/18 @ 3-6pm • Thu 11/29 @ 9-10:30am • Tue 12/4 @ 7-8:30pm • Synthesis and Summary of Situation Assessment • TBC – Board Sessions • Sun 12/9 afternoon • Mon 12/10 @7pm • Deliverables include • 360 Degree Mosaic • S.W.O.T. • Priority Issues • Status as of today: • Foundation Interviews are complete and data have been aggregated • First of 4 sessions to synthesize data is tonight with the board • Date proposed for 3 hour Board working session in December

  6. NSOL Board – November 12, 2012 A portion of the agenda for this Board meeting has been set aside to “road test” a group exercise ahead of upcoming SP Working Sessions • Objectives for the Exercise • Leverage available resources (get some work done!) • Provide participants with perspective on opinions (which may differ from your own) – all opinions are valid • Create experienced “ambassadors” who can relate what is happening with Strategic Planning and can help make future sessions run smoothly Steps for the Exercise Setup: Instructions & Forming Teams Step 1: Review & Theme Data Step 2: Select & Discuss Theme Step 3: Synthesize Views in Worksheet Note: Detailed instructions, worksheets and data sheets to be provided during exercise

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