Strategic Planning and BudgetingAIS NSW IT Managers Conference

May 29, 2013

Jeff Mao

Introductions

a bit about yourselfwhat you hope to get done

todaya random fact about yourself

Today's plan

•What is strategic planning?o (at least according to Jeff)

•Can you, as independent schools, plan together?o To what end? Why?o role for AIS NSW?

•"Build the model"

Why strategic planning?

•Answers some fundamental questions:o What do we do?o For whom?o How and what makes us different?

•Allows leaders to lead and followers to follow

•Gives you a basis for making decisions:o Educationalo Politicalo Technologicalo Financial

Draw-See-Think-Plan

•Draw - what do you envision as the end-state?

•See - What do you see today? What sits between your current scenario and your end-state?

•Think - What do you need to do to bridge the gap?

•Plan - What resources will be needed to get this done?

Draw: What do you envision is the end-state?

•Visiono Idealizedo Future focusedo Long termo BHAG

•Missiono What do we do?o For whom?o How?

•Valueso These things, we believe...

See: What do you see today? What sits between your current scenario and your end-state?

•Educational?

•Financial?

•Technological?

•Political?

What's coming?

•??? The million dollar question...???

Think: What do you need to do to bridge the gap?

•What do we need to do first? Last? In the middle?o Ignore (to some extent) "reality"o Don't let perfect get in the way of good

enough

Plan: What resources will be needed to get this done?

•Time? Money? People? Technology?

•Be prepared to change this as the world changes around you!

Can you, as independent schools, plan together?

•To what end? Why?

•Role for AIS NSW?

•What else?