Strategic Planning Summary

Strategic Planning Content in Context How do you develop a coherent plan of action that impacts staff quality? Strategic Planning 

What is Strategic Planning? Strategic Planning is an ongoing process for determining the next, necessary priority areas for improvement by assisting you in documenting what you want to achieve over time and outlining a path to get there A Strategic Plan includes: Goals/Priority to describe where you want to focus and end up over time Metrics to define how success and outcomes will be measured Benchmarks to target outcomes. Strategies or initiatives that are expected to drive progress towards the goal. Tactical Plans that list all of the tasks that must occur to achieve a strategy. Strategic or Not

From Strategy to Impact: Bridging the Gap Clear, measurable goals with milestones Strategies to reach the goal Actions with timelines within strategies Staff names attached to actions Plan completed in advance Clear Engagement of HR teams and Principals Urban Schools Human Capital Academy Day 1 October 2015

Why is This Important? Strategic Planning Drills down to make goals actionable Focuses your team’s efforts on actions that make an impact Provides a rationale for allocating resources – time, money, people Allows you to end work that isn’t productive Strategic or Not

Keep in Mind Things to Remember Understand your current state and where you need to improve Strategic Planning should focus your efforts towards a specific goal – less is more Ensure your plans enhance and align with your organization’s broader strategy for improvement Collect baseline performance metrics to track your progress Actively engage other departments in support of your plan Ensure resources align with your plan Strategic or Not

Making Connections Related Content Impact Planning & Execution Model with Template Provides a structure and template for planning out the major elements needed to improve metrics towards a stated goal How To – Using a Playbook to Move Plans Forward Describes how to use a playbook to move your plans forward towards a defined outcome Sample Retention Plan & Playbook Provides an example of a retention plan with 3 sample playbook strategies to support implementation Planning – Best Practices Assessment Outlines the key best practices in planning and provides a rubric HR Planning Document and Sample Plan Provides a process for HR/HC strategic planning focused on the unique needs of each district, along with a sample plan HR Annual Planner Lists sample activities by month to provide a planning guide for HR/HC divisions to keep the department on track for outcomes Key Levers for Accelerated HR Improvement Tool Provides a process to understand key HR work required to make progress

Additional Planning Content

The Nature of Planning Darlene

What is Planning? Being strategic to keep the best talent Planning Process – method to identify the right work, processes, and people to improve metrics Planning and Execution – strategies and actions to implement and continuously monitor the work Additional terms used to discuss planning*: The Plan: A roadmap of desired & current state metrics with a set of actions to achieve your goals Goalposts: Big checkpoints, based on evidence to achieve goals Playbook: Options that can be selected based on the conditions and context Susan & Jody *Ingersoll, 2001;Luekens, et al., 2004.

Understanding of the District Priorities That Drive HR Deliberate Planning 4. Execute, Monitor, & Adjust Engagement 3. Create a Flexible Plan to Bridge Gaps 2. Define the Desired State & Assess Current State Susan & Jody 1. Use Data to Identify Area for Improvement Metrics & ABC Tools Understanding of the District Priorities That Drive HR

Planning – Key Messages Day 2 Planning is what allows you to do the right work to achieve goals In planning, goals are based on metrics Planning and Execution are linked Engaging the right people is critical Systems must be in place to support planning Susan & Jody

Impact Planning Tool Template “The Placemat” Anatomy Susan & Jody

The Playbook Anatomy Name of the Play When To Use the Play (If… Then…) Related Research Key Action Steps Key Players to Involve Ideal Time to Start Deliverables  The Playbook provides options to move you towards a goalpost that can be selected based on conditions and context Susan & Jody

Activity – Planning Warm Up Scenario 3 – You Think You Understand Your Retention Issue Case Study What went wrong? What went right? What are the top 3-5 things you would advise Patti to do next? Darlene

Activity – Team Planning Assessment Your District’s Planning Story Rate your district against Planning Best Practices Craig Never Sometimes Often Always