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How to Succeed at Planning: Looking Forward/Working Backward. Nan Westervelt, Faculty 2006 ESP Summer Seminar. Overview of Session. Participants will

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how to succeed at planning looking forward working backward

How to Succeed at Planning: Looking Forward/Working Backward

Nan Westervelt, Faculty

2006 ESP Summer Seminar

overview of session
Overview of Session

Participants will

  • Know the steps to take that will cultivate a trusting & open relationship among partners & develop a shared commitment to what success looks like
  • Understand how a model planning process combined with strategic planning (“Backward Design”) can launch and guide partnership planning efforts
  • Integrate successful and proven exercises into future planning sessions and/or plan a retreat to launch their partnership efforts

A relationship between individuals or groups that is characterized by mutual cooperation and responsibility, as for the achievement of a specified goal.

Jane Remer

theory characteristics of effective partnerships
Theory – Characteristics of Effective Partnerships
  • What are characteristics of effective partnerships?
    • “Learning Partnerships—Improving Learning in Schools with Arts Partners in Communities” by Craig Dreeszen, Ph.D, Arts Extension Service University of Massachusetts (
    • “Partnership Planning Process Checklist (adapted from the “Learning Partnerships Planning Workbook”
theory into practice
Theory into Practice
  • Know Yourself
    • What is your reason for collaborating?
    • What do you want out of the partnership?
    • What do you contribute to the partnership?
    • What limits your participation? (Personnel, facilities, financial policy or legal restrictions)
create an opportunity statement
Create an “Opportunity Statement”
  • Represents the shared understanding of the intentions, hopes and expectations of the partnership
    • What is the challenge that we wish to solve? Or what need or opportunity do we want to resolve? [For whom—How would the school be improved, changed or different if we were successful?
    • What is the solution to the challenge or the End result we’d like to see happen?
    • Describe the activities we’ll do to make it happen
    • What are the values & beliefs that should guide us in our day-to-day interactions with each other and our constituencies? Why we do it—Core Values
guidelines tips
Guidelines & Tips*
  • Purpose: One sentence that describes the end result the partnership team seeks to accomplish and for whom
  • Business: The primary means used to accomplish the purpose (action, services, program, etc.)
  • Values: A list of values and beliefs shared by members of the team and practiced in their work.
vision vs opportunity statement aka mission
Vision Vs. “Opportunity Statement” (aka Mission)
  • Opportunity Statement answers the questions:
    • Why does our partnership exist?
    • What “business” are we in?
    • What values will guide us?
  • Vision statement answers the question:
    • What will success look like?
      • Challenges and inspires the partnership to achieve its “mission”
next steps
Next Steps
  • Re-visit your project idea
    • Does it align with what you learned about the motivations, needs, and wants of your partners?
    • Your Opportunity Statement?
    • Your vision?
  • Establish or Re-confirm Partnership Goals & Objectives
  • Use the Partnership Planning Process Checklist as a guide in launching planning and as a “touchstone” throughout the life of your partnership
reflection create a lune
Reflection-Create a Lune
  • Lune—A three-line poem consisting of 3 words, 5 words, and 3 words (aka American Haiku)
  • Last line often expresses a surprise or a question. (You can illustrate your poem)
  • Theme: “What I know (or have learned) about planning an effective partnership.”
  • Optional sharing
tips for writing a mission
*Tips for Writing a Mission
  • Purpose (End result):
    • Use an infinitive verb that indicates a change in status (e.g., to increase, to decrease, to eliminate, to prevent, etc.)
    • Identify problem to be addressed or condition to be changed
  • Business (Means):
    • Use verb such as “to provide,” or link a purpose statement with the words “by” or “through”
  • Values & Beliefs (Guides your work):
    • Driving values of an organization exist, whether spoken or not, in all partnerships, but in the most successful ones, they are spoken