Planning for Success: Creating an Effective District Strategy and Plan Federal Grant Programs Conference November 2, 2018

Lori Likis, Ed.D Kimberlee S. Chappell Presenters Planning for Success Consultant Kimberlee S. Chappell Title I/Literacy Coordinator, North Adams Public Schools

The Planning for Success model and process Agenda The Planning for Success model and process Creating or refining a multi-year strategy and plan Creating an annual action plan for implementation The North Adams experience: Kim Chappell Q & A

Planning for Success is… Inclusive Flexible Hands-on Simple and accessible DIY resources http://www.doe.mass.edu/research/success/ Recommended

The PfS Model A multi-year academic improvement plan The heart of coherence when systems and resources are aligned Budget and grants, Educator Evaluation System, school improvement plans Implemented through an annual action plan

The Planning for Success Process Create Plan Analyze district performance, educator evaluation, and community feedback data for trends and patterns Envision the future Backward design the improvement strategy from specific, desired student outcomes, researching effective practices Align Systems Connect Educator Evaluation goals and School Improvement Plans to the District Plan Leverage budget, grants, and resources in support of the District Plan Build community commitment to the District Plan Implement Create an annual action plan with progress and impact benchmarks Monitor and publicly report on progress Redesign the District Plan if necessary Massachusetts Department of Elementary and Secondary Education

PfS Superintendent Feedback “We weren’t just trying to come up with a plan; we were trying to change culture at the same time.” Superintendent Bob Sanborn, Cape Cod Regional Technical High School “Compliance vs. engagement isn’t just about the kids; it’s about the adults, too!” Superintendent Barbara Malkas, Webster Public Schools “If you’re a teacher, principal, social worker, you can see yourself somewhere in this document.” Superintendent Dave DeRuosi, Malden Public Schools Source: District Planning Case Studies: Planning for Success 2015 Pilot Projects

Some PfS Districts Include… Burlington Cambridge Cape Cod Regional Technical Concord and Concord-Carlisle Essex North Shore Agricultural and Technical Malden Marshfield Northbridge North Andover North Middlesex Regional Pilgrim Area Collaborative Quabbin Regional Randolph Reading Saugus Silver Lake Regional Valley Collaborative Webster Weston Whitman-Hanson Regional

Creating/Refining the Plan

Elements of a Strategy and Plan 1. Mission, vision, core values 2. Data analysis and theory of action 3. Strategic objectives and initiatives, including: a. Professional development b. Teacher induction and mentoring activities 4. Outcomes (SMART goals) Multi-Year Plan (3 years) Massachusetts Department of Elementary and Secondary Education

Creating a Strategy and Plan: PfS Resources for Each Step PfS facilitation resources available for: Designing the planning process Getting started with the Planning Team Analyzing the current context Envisioning the future Drafting and revising the plan DIY resources available on website

PfS Facilitators Trained in Creating a Plan Approximately 50 facilitators trained to date Approximately 30 available for contracting with districts Facilitator bios and contact information posted on website Facilitator training to be offered again this year Contact Lori Likis to learn more

Creating the Action Plan

Elements of an Action Plan Implementation benchmarks Process benchmarks: what, when, who Early evidence of change benchmarks: measuring impact during implementation Resources Action Plan (annual) Massachusetts Department of Elementary and Secondary Education

Implementation Benchmarks Process What will be done, when, and by whom Are we on track to accomplish what we want to accomplish? Is the work getting done? Early evidence of change Changes in practice, attitude, or behavior you should begin to see if the initiative is having its desired impact Does our selected strategy appear to be having the desired impact?

What is the current state of the district plan? Action Plan Readiness What is the current state of the district plan? What level of knowledge do stakeholders inside and outside the district have of the plan? What are some of the cultural issues the district is facing? Who should be involved in the action planning process and why? How would you like to structure the action planning process in order to build capacity and address some of the district’s cultural and leadership issues?

Creating an Annual Action Plan: PfS Resources for Each Step PfS facilitation resources available for: Creating the Action Planning Team Analyzing planning practices and culture (SWOT) Creating the action plan Reviewing the draft action plan for quality Monitoring and reporting on action plan progress DIY resources available on PfS website

PfS Action Plan Facilitation Training: Action Plan Networks Action Plan Network objectives Support districts in creating an action plan Support district leaders in building facilitation skills Foster the development of a professional learning network

3-4 retreats over a 4-5 month period Action Plan Networks 3-4 retreats over a 4-5 month period Participants trained to facilitate a workshop at each retreat No cost to districts PDPs available for participants Two networks launched to date Approximately 15 diverse districts Third network launching fall/winter 2018 Contact Lori Likis to learn more

The North Adams Experience: Kim Chappell A PfS Action Plan Network #2 participant Assessed the current district plan using PfS resource With Superintendent Barbara Malkas, leadin process to update and revise the North Adams plan and begin action planning

PfS facilitation resources, sample plans, and case studies Questions? PfS facilitation resources, sample plans, and case studies http://www.doe.mass.edu/research/success/ Lori Likis, Ed.D., PfS consultant LoriLikis@ccoaching.com