1. 1 Records Exchange Advice, Communication, and Technical Support (REACTS) State Strategic Plan Overview December 14, 2011

2. 2 Meeting Agenda Goals and Objectives Overview of Strategic Planning Process Document Layout Instructions Document Walk-thru Uses of the Document Q&A

3. 3 Goals and Objectives Provide States with a methodology for creating a strategic plan for records exchange. Provide States with a template to assist in developing a records exchange strategic plan.

4. 4 Overview Strategic Planning State Self- Assessment Tool Issues & Strategies Tool State Strategic Plan

5. 5 Strategic Planning Process REACTS Strategic Planning Process Self- Assessment Tool Issues & Strategies Tool Strategic Plan 60 Performance Indicators Identify strengths and weaknesses Identify strategies to overcome gaps and increase performance 3 year plan that helps manage budget, programs, timelines Measure performance with KPIs Identify gaps between issues and resolution

6. 6 Strategic Planning Process Example Refer to page 17 of the State Self-Assessment Tool

7. 7 Strategic Planning Process Example

8. 8 Refer to page 6 of the State Strategic Plan document

9. 9 Strategic Planning Process Example Refer to page 11 of the State Strategic Plan document

10. 10 Strategic Planning Process Example Refer to page 12 of the State Strategic Plan document

11. 11 Strategic Planning Process Example Refer to page 13 of the State Strategic Plan document

12. 12 Strategic Planning Process Example Refer to page 16 of the State Strategic Plan document

13. 13 Policies & Procedure vs. Strategic Plan A Policies and Procedures document details your current operations and guidelines. A Strategic Plan details goals and objectives by providing a roadmap of initiatives to move your program from a current state to a desired future state.

14. 14 Benefits of Having a Strategic Plan Allows a State to streamline tasks to accomplish the future goals for their records exchange program Provides more detailed knowledge of your program budget Allows an organization to monitor performance periodically DISCLAIMER: This document is only RECOMMENDED for use and is not required or mandated by the U.S. Department of Education – Office of Migrant Education

15. 15 Document Layout SectionDescription Title PageState-specific title page that an agency can customize. IntroductionDescription of the overall structure of the document. This section should provide an overview of the organization and the goals and objectives of the strategic plan. Outreach ProgramDescription of how the State MEP will promote the use of MSIX for records exchange – training, surveys, focus groups, and promotion. Staffing PlanDescription of the future workforce needed to implement the strategic plan. Program BudgetOverview of the financial plan to implement the projects. Project Plan and ObjectivesDescription of the tasks to be implemented to accomplish MEP goals and objectives Performance Measurement Evaluation Description of the metrics used to determine whether specific strategies are meeting their goals. Glossary and AcronymsDescription of terms and acronyms used in the document.

16. 16 Instructions States should customize sections written or highlighted in red as it pertains to their state-specific strategies. States are not limited to the sections listed in the document. The sections are not mandatory for the completion of the document. Any questions regarding the document, please contact the REACTS Support Center at 1-888-REACTS-0 or reactshelp@ed.gov.

17. 17 Document Walk-thru The title page allows an author to customize their page by adding: State or organization name State or organizational logo Document subtitle Author name Creation / Revision date Disclaimer information Refer to page 3

18. 18 Document Walk-thru 1.0 Introduction Provides a summary of the objectives of the strategic plan. In addition, the section Descripts the organizational structure of the MEP. Refer to page 5

19. 19 Document Walk-thru 2.0 Outreach Program Provides a section to develop a state-wide outreach program that will help states plan training sessions, surveys, focus groups, and publicity. Refer to pages 6-10

20. 20 Document Walk-thru 3.0 Staffing Plan Provides a description of the staffing plan Used to implement the identified projects And strategies. This section details: Title / Position Job Description Salary Funding Source Refer to page 11

21. 21 Document Walk-thru 4.0 Program Budget Financial plan detailing funding sources and expenditures. The author can customize it per project or the overall records exchange initiative. Refer to page 12

22. 22 Document Walk-thru 5.0 Project Plan and Objectives Narrative summarizing the overall project Plan which includes tasks, duration, task Owner, and the resources needed. This Section is segmented by short-term, mid-term and long-term projects. Refer to pages 13 and 14

23. 23 Document Walk-thru 6.0 Performance Measurement Evaluation This section provides and overview of the quantitative measures used to assess the progress made on strategies over the course of 1 year, 1-3 years, and 3 years. Refer to page 15

24. 24 Document Walk-thru 7.0 Glossary and Acronyms Describes the terminology used in the Document. Refer to page 16

25. 25 Uses of the Document Develop a Records Exchange Strategic Plan that will assist management in implementing key strategies to accomplish records exchange objectives. Manage projects, personnel, budgets, and performance for the records exchange initiatives.

26. 26 Q&A

27. 27 Contact Us REACTS Support Center 1-888-REACTS-0 1-888-732-2870 reactshelp@ed.gov http://reactsmsix.ed.gov