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

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

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

4. 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

5. 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.

6. 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

7. 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

8. 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?

9. Questions?