D.I.Y. STRATEGIC PLANNING...GREAT D.I.Y. STRATEGIC PLANS REQUIRE TRANSPARENCY, HONESTY, AND...

D.I.Y. STRATEGIC PLANNING

@ CALIFORNIA CHARTER SCHOOL ASSOCIATIONSACRAMENTO, CAMARCH 12, 2019

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ICEBREAKER

What are 2 things you find yourself regularly doing for

work that aren’t a good use of your time?

@CCSA Conference 2019

D.I.Y. Strategic Planning

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WHO WE AREThird Plateau @ EdTec is a partnership that brings together Third Plateau’s organizational strategy work with EdTec’s charter management and expertise.

ADAM MILLER, EDTECSenior VP of Strategic Partnerships

JONATHAN KAUFMAN, THIRD PLATEAUCo-Founder & Principal

@CCSA Conference 2019

D.I.Y. Strategic Planning

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STRATEGIC PLANNING 101

WHAT IS IT AND WHAT IT AIN’T

@CCSA Conference 2019

D.I.Y. Strategic Planning

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CHARTER DOCUMENTS

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Strategic Plan

CharterRenewal LCAP

CCSA Conference 2019D.I.Y. Strategic Planning

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THE PROCESS

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What are our goals?

What roadblocks are standing in our way?

How can we eliminate or mitigate our roadblocks?

What will we measure to track progress towards our goals?

1.

2.

3.

4.

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ELEMENTS OF GREAT STRATEGIC PLANNING

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authentically

engage a broad

base of

stakeholders

BE

HONEST

BE

BOLD

GET

INPUT

FOCUS ON

BUY-INcheck your ego at

the door and

practice radical

transparency

lead with a

mindset of

abundance

seek opportunities

to empower co-

builders

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THEORY IN ACTION

LET’S DO THIS THANG.

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D.I.Y. Strategic Planning

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DO IT YOURSELF

WHEN IS IT RIGHT TO GO IT ALONE, AND WHEN SHOULD

YOU SEEK HELP FROM A PROFESSIONAL?

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CONSULTANTS

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STRATEGIC PLANNING:HOW TO

WHAT CORNERS YOU CAN CUT, AND WHICH ONES YOU CAN’T

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THIRD PLATEAU @ EDTEC’S PROCESS

1. Form Steering Committee (2-3 weeks)2. Document & Data Review (2-4 weeks)3. Stakeholder Interviews, Focus Groups, Surveys (4-8 weeks)4. Landscape Analysis (2-6 weeks)5. Planning Retreat w/ Steering Committee6. 1st Draft of Strategies (1-2 weeks)7. Steering Committee Feedback (1-2 weeks)8. Create 2nd Draft (2 weeks)9. 2nd Draft of Strategies (1-2 weeks)10. Community Feedback (3-6 weeks)11. Finalize Strategies (1-2 weeks)12. Draft timeline, staffing, budget, metrics (2-3 weeks)13. Steering Committee Feedback (1-2 weeks)14. Finalize Plan (2-6 weeks)15. Board Approval

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TIME LEADERSHIPCOMMITMENT

strategic planning can’t be

half-assed; don’t start unless

you’re ready to go all-in

strategic planning won’t

always be your #1 priority

during the process, but it will

never drop out of the top 3

wait, you mean this stuff

doesn’t just happen

automatically? nope.

D.I.Y. STRATEGIC PLANNING, DONE WELL

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D.I.Y. STRATEGIC PLANNING:Common Pitfalls

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WHY &@$% HITS THE FAN

CCSA Conference 2019D.I.Y. Strategic Planning

THE NEVER ENDING PROCESS

THE UNDER-RESOURCED PROCESS

THE BUY-IN GAP

THE HEAVY-HANDED LEADER

THE KITCHEN SINK PLAN

THE SOOO, WHAT DO WE ACTUALLY DO NOW? PLAN

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STARTING YOURSTRATEGIC PLAN

PLANNING FOR STRATEGICPLANNING? HOW META.

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GET TO WORK

CCSA Conference 2019D.I.Y. Strategic Planning

1. WHO IS YOUR STEERING COMMITTEE DREAM TEAM?

2. WHAT STAKEHOLDERS DO YOU NEED/WANT TOENGAGE?

3. HOW WILL YOU GENERATE BUY-IN TO THE PROCESS AND RESULTING PLAN?

4. WHICH COMMON PITFALLS MOST TERRIFY YOU, AND HOW WILL YOU MITIGATE THEM?

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WRAP UP + CLOSING

YOU. GOT. THIS.

@CCSA Conference 2019

D.I.Y. Strategic Planning

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KEY TAKEAWAYSSlept through the session? Don’t worry. Here’s your cheat sheet.

@CCSA Conference 2019

D.I.Y. Strategic Planning

STRATEGIC PLANS ARE INTERNAL, EXTERNAL, OR WHATEVER YOU NEED THEM TO BE

WHILE EACH STRATEGIC PLAN IS UNIQUE, THEY ALL ANSWER THE SAME KEY QUESTIONS:1. What are our goals?2. What roadblocks are standing in our way?3. How can we eliminate or mitigate our roadblocks?4. What will we measure to track progress towards our goals?

GREAT D.I.Y. STRATEGIC PLANS REQUIRE TRANSPARENCY, HONESTY, AND ENGAGEMENT

PROACTIVELY PLAN FOR HOW TO AVOID THE COMMON D.I.Y. PITFALLS

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CONTACT INFORMATION

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ADAM MILLER, EDTECSenior VP of Strategic Partnerships

Website: edtec.com

Email: adam.miller@edtec.com

JONATHAN KAUFMAN, THIRD PLATEAUCo-Founder & Principal

Website: thirdplateau.com

Email: jonathan@thirdplateau.com

CCSA Conference 2019D.I.Y. Strategic Planning