Strategic Planning and Oversight: Students, Performance, and Finances Planning Year Session IV Raleigh, NC December 12, 2018

Agenda Session Objectives Strategic Planning Recap Monitoring and Oversight Tackling Big Questions

Session Objectives Understand the basic steps to creating a strategic oversight and monitoring plan Identify common reports and stakeholder groups helpful to decision making

Strategic Planning Recap Define your priorities Clearly outline goals and objectives with a completion timeline (SMART goals) Identify concrete outcomes aligned to your mission Identify who is responsible and can impact certain goals and outcomes

Strategic Planning Recap (cont.) Set mission-aligned S.M.A.R.T. goals: Specific: A specific goal has a much greater chance of being accomplished than a general goal. Measurable: A clear criteria for measuring progress toward attainment of each goal set should be established. Attainable: Goals that are important to the organization are easy to figure out how to make them come true. Realistic: Realistic goals represent an objective toward which the organization is both willing and able to work. Time-Bound: A goal should be time-bound. Deadlines too far in the future are easy to put off, goals set too close tend to be unrealistic and have little success.

Monitoring and Oversight Oversight and Monitoring Gather input and feedback along with data and observations Parents, teachers, students, community members, etc. Use the balanced scorecard approach Measure a variety of things from internal process to external outcomes Check-in on progress at every meeting Establish a committee structure

Monitoring and Oversight (cont.) Data is going to help guide conversations What types of reports/data should you review? Academic Financial Operational NC State Report Card EOG/EOC Results TVAAS Projections Benchmark Results ACT/SAT Data Read to Achieve Data Discipline Data EL Proficiency Reports Audits Financial Statements Balance Sheets Budget (Actual v. Proj.) Cash Flow Projections Expense Statements Fundraising Proj. Capital Expenditures School Lunch Acct. Student Enrollment Transportation Routes School Leader Eval. Board Self-Study/Eval. Parent/Student Surveys Traffic Studies Architectural Reports

Tackling Big Questions What data, reports, or information would you need to begin answering your question? How would you go about getting that information? Who/what stakeholder groups would you need to talk to? What processes would you use to speak to everyone? What questions would you need to ask or answer in order to tackle your question?

Questions?