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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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1. 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
Talk through questions only; dont answer
Talk through questions only; dont 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?
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
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 Andrews 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 Andrews 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 Andrews 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 Andrews School
7. 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
9. 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
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 Andrews 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 Andrews 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 Andrews School Boca Raton FL
13. SP Process Tools