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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
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D.I.Y. Strategic Planning
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CHARTER DOCUMENTS
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Strategic Plan
CharterRenewal LCAP
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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
CCSA Conference 2019D.I.Y. Strategic Planning
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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
CCSA Conference 2019D.I.Y. Strategic Planning
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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.
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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: [email protected]
JONATHAN KAUFMAN, THIRD PLATEAUCo-Founder & Principal
Website: thirdplateau.com
Email: [email protected]
CCSA Conference 2019D.I.Y. Strategic Planning
