Stakeholder-Driven Strategic Planning in Education

Robert W. Ewy

Description

No school district becomes excellent without a strategic plan, but many remain mediocre with them. What makes the difference? This book has been written to describe what it means to engage in serious long-range or “strategic” planning and to provide solutions to the inadequacies and inconsistencies found in the way school districts approach this process.
The book is intended to be as practical as possible, meaning that by understanding the design and following the suggested strategic planning team activities found in each chapter, you could facilitate this process in your district. All key components are described and multiple examples are used to help the reader understand the intent of each component and how the components fit together. In addition, questionnaires and surveys are included to simplify facilitation.
The basic reference used to refine the Stakeholder-Driven Strategic Planning process is the Strategic Planning Category of the Baldrige Education Criteria for Performance Excellence.

Sujets

• Gestion et management
• Baldridge
• School
• Economics
• Business
• Leadership

Informations

• Publié par: ASQ Quality Press
• Date de parution: 13 novembre 2008
• Nombre de lectures: 0
• EAN13: 9780873891752
• Langue: English
• Poids de l'ouvrage: 3 Mo

Extrait

Stakeholder-Driven
Strategic Planning
in EducationAlso available from ASQ Quality Press:
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Thinking Tools for Kids: An Activity Book for Classroom Learning, Revised Edition
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Transformation to Performance Excellence: Baldrige Education Leaders Speak Out
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Charting Your Course: Lessons Learned During the Journey Toward Performance Excellence
Robert W. Ewy and John G. Conyers
The Quality Rubric: A Systematic Approach for Implementing Quality Principles and
Tools in Classrooms and Schools
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The Principal’s Leadership Counts: Launch a Baldrige-Based Quality School
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Improving Student Learning: Applying Deming’s Quality Principles in the Classroom,
Second Edition
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Quality Across the Curriculum: Integrating Quality Tools and PDSA with Standards
Jay Marino and Ann Haggerty Raines
Smart Teaching: Using Brain Research and Data to Continuously Improve Learning
Ronald J. Fitzgerald
There Is Another Way: Launch a Baldrige-Based Quality Classroom
Margaret A. Byrnes with Jeanne C. Baxter
To request a complimentary catalog of ASQ Quality Press publications,
call 800-248-1946, or visit our Web site at http://www.asq.org/quality-press.Stakeholder-Driven
Strategic Planning
in Education
A Practical Guide for
Developing and Deploying
Successful Long-Range Plans
Robert W. Ewy
ASQ Quality Press
Milwaukee, WisconsinAmerican Society for Quality, Quality Press, Milwaukee 53203
© 2009 by ASQ
All rights reserved. Published 2009
Printed in the United States of America
15 14 13 12 11 10 09 5 4 3 2 1
Library of Congress Cataloging-in-Publication Data
Ewy, Robert, 1940–
Stakeholder-driven strategic planning in education : a practical guide for developing
and deploying successful long-range plans / Robert W. Ewy.
p. cm.
Includes bibliographical references and index.
ISBN 978-0-87389-753-2 (hard cover : alk. paper)
1. School districts—United States—Administration. 2. Strategic planning—
United States. I. Title.

LB2817.3E98 2009
371.2'07—dc22 2008052672
ISBN: 978-0-87389-753-2
No part of this book may be reproduced in any form or by any means, electronic, mechanical,
photocopying, recording, or otherwise, without the prior written permission of the publisher.
Publisher: William A. Tony
Acquisitions Editor: Matt T. Meinholz
Project Editor: Paul O’Mara
Production Administrator: Randall Benson
ASQ Mission: The American Society for Quality advances individual, organizational,
and community excellence worldwide through learning, quality improvement, and
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To place orders or to request a free copy of the ASQ Quality Press Publications Catalog,
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Printed in the United States of America
Printed on acid-free paperTable of Contents
List of Figures and Tables viii
Preface x
Acknowledgments xii
Chapter One The Why and How of Strategic Planning 1
Questions and Answers About Strategic Planning ..................... 2
What is strategic planning? ................................... 2
Why would a school district be interested in strategic planning? ...... 2
How will strategic planning benefit the school district? ............. 3
The Stakeholder-Driven Strategic Planning Process.................... 3
Creating a Strategic Plan......................................... 4
The Outcomes of the Stakeholder-Driven Strategic Planning Process ...... 4
The Big Picture ................................................ 5
Alignment................................................. 5
Deployment ............................................... 6
Process Improvement........................................ 6
Today’s Situation 7
Stakeholder-Driven Strategic Planning Phases ........................ 7
Results ................................................... 9
Chapter Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Chapter Two Surveying Stakeholders 13
Establishing a Strategic Planning Team ............................. 14
Conducting an Environmental Scan ................................ 15
Developing the Survey........................................... 16
Determining the Survey Confidence Level........................... 17
Stratifying the Collection of Community Survey Data.................. 20
District Staff Participation........................................ 22
Chapter Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Chapter Three Internal Review of School District Performance 25
The Baldrige Education Criteria for Performance Excellence ............ 25
vvi Table of Contents
The Organizational Review Process ................................ 26
The Review Process............................................. 29
Chapter Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Chapter Four Developing the Strategic Plan 35
Survey Data Analysis ........................................... 36
Challenges.................................................... 39
Mission ...................................................... 40
Vision........................................................ 41
Identifying Student Learning Targets ............................... 42
Putting It All Together 43
Strategic Plan Example .......................................... 47
District 93 Mission and Vision Statements ....................... 47
District 93 Challenges ....................................... 48
Student Learning Targets..................................... 49
Chapter Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Chapter Five Developing the Strategy Map 51
Defining Strategy .............................................. 51
SWOT Analysis................................................ 52
The Strategy Map 54
Developing Strategies ........................................... 56
Strategy Map Examples.......................................... 58
Chapter Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Chapter Six Developing the Balanced Scorecard 65
Measurement Basics ............................................ 65
Operational Definitions 69
All Data Need to Create Five Pieces of Information.................... 73
Developing the Balanced Scorecard ................................ 76
Dashboards ................................................... 85
Chapter Summary 86
Chapter Seven Deployment 87
Deploying the Mission, Vision, Student Learning Targets, and
Strategic Goals .............................................. 87
Organizational Deployment....................................... 88
District Level 88
School Level............................................... 89
Department Goals and Action Plans................................ 91
Assistant Sperintendent for Curriculum and Instruction................. 92
Executive Director of State and Federal Programs..................... 92
Executive Director of Human Resources and Employee Relations......... 92
Assistant Superintendent for Finance ............................... 93
Managing Deployment with Quality Tools........................... 93 Table of Contents vii
Managerial Tools ........................................... 93
Statistical Tools ............................................ 94
Systems Map .................................................. 95
Chapter Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Chapter Eight Timelines 99
The Six-Month Timeline......................................... 99
The Two- to Three-Month Timeline ................................ 99
Chapter Summary 103
Chapter Nine Conclusion 105
Appendix A Press Releases 107
Appendix B Letter of Invitation 111
Appendix C Reviewing Organizational Performance 113
Bibliography 117
About the Author 119
Index 121List of Figures and Tables
Figure 1.1 Educational flywheel. .......................................... 2
Figure 1.2 Strategy pyramid. ............................................. 5
Figure 1.3 The big picture of educational performance excellence. . . . . . . . . . . . . . . . 6
Figure 1.4 Stakeholder-driven strategic planning process flowchart. .............. 10
Figure 2.1 School dis