2007 – 2008 Academic/Business Plan …a strategic initiative School District of Palm Beach County New Horizons for Student Success

Phase I in Multi-year Planning Initial steps in the overall strategic plan for the entire school district New Horizons for Student Success

Desired Goals of Strategic Planning Assess internal and external realities Clarify stakeholder expectations Ensure alignment with mission Focus on key areas Execute and monitor strategies Promote on-going communication and collaboration ACHIEVE ACADEMIC & BUSINESS EXCELLENCE!

Process Evolution Original Process Silo driven Focus on Academic departments Limited stakeholder input Informal process Limited communication Semi-annual monitoring and reporting done manually Management Report Budget drives programs Current Process Cross-functional Focus on system-wide efficiency, effectiveness & alignment Expanded stakeholder involvement Formal process with defined steps District-wide communication strategy Up-to-date comprehensive scorecard maintained electronically Management tool Programs drive budget

Steps in the Process Form Planning Team Review current research and successful practices Brainstorm and develop enhanced planning process Gather and analyze information: drivers, trends and sleepers

Steps in the Process Identify key areas of focus Develop initial objectives & action plans Ensure linkage to Mission & District Goals Incorporate budget development into strategic program decisions Consider options and choices utilizing the Decision Matrix

Decision Matrix-New Programs New Programs* The program* focuses on District priorities. The program* meets the requirements of a new or existing federal or state statute or mandate. All appropriate stakeholders were involved at some point in the program* development. The program* directly aligns to the Key Results. The program* positively and directly impacts most critically underperforming AYP groups. The program* positively and directly impacts employees. The program* supports schools with greatest number of at risk students. The program* directly provides a support or service to the schools. The program* can be implemented as designed (fidelity) with the requested level of resources. The program* has a data record of evidence-based success. The program* directly and positively impacts human capital. The program* has a manageable fiscal impact. The program's* funding is sustainable. The program* results in a positive cost/benefit ratio. The program* promotes/enhances a safe and productive school/work environment. The program results can be realized with the allocated level of resources. *program = program, operation, activity, course, service, or initiative,

Decision Matrix-Existing Programs Existing Programs* The program* focused on District priorities. The program* met the requirements of a new or existing federal or state statute or mandate. All appropriate stakeholders were involved at some point in the program* implementation. The program* was directly aligned to the Key Results. The program* positively and directly impacted the most critically underperforming AYP groups. The program* positively and directly impacted employees. The program* supported the schools with greatest number of at risk students. The program* directly provided a support or service to the schools. The program* was implemented as designed (fidelity) within the allocated level of resources. The program* has a data record of evidence-based success. The program* directly and positively impacted human capital. The program* had a manageable fiscal impact. The program's* funding was/is sustainable. Did the program* result in a positive cost/benefit ratio. The program* promoted/enhanced a safe and productive school/work environment. The program results can be realized with the allocated level of resources. *program = program, operation, activity, course, service, or initiative,

Steps in the Process Conduct additional stakeholder review Determine final goals, objectives and action plans Prepare Scorecard and monitoring process Celebrate along the way!

Balanced Scorecard

Next Steps Forecast FY2008 revenue, develop multi-year forecast Project cost of continuation budget (existing programs) Determine financial impact of new programs, program enhancements, and State mandates. Prioritize program needs, align to ABP. Develop recommendations for Superintendent and School Board that both: Balance the Budget Meet Student Need