1. Consolidated Planning & Monitoring August 2014
Strategic Planning
Consolidated Planning & Monitoring
August 2014

2. District and School-Level Plans
Planning
District and School-Level Plans

3. What is strategic planning?
Simply put:
A systematic approach through which an organization agrees on priorities that are essential to its mission and responsive to its environment and needs.
Driven by data
Guides resource allocation
Builds commitment

4. Dates of Interest: District and School-Level Plans
August 1, 2014: LEAs begin planning process with release of district-level accountability data
August 18, 2014: Schools begin planning process with release of school-level accountability data
September 1 – 30, 2014: LEAs must update ePlan with school year district plans (no later than 30th)
October 1 – October 31, 2014: Schools must finalize plans and may enter school year plans in ePlan
December 1, 2014: LEAs will have reviewed all school plans and submitted documented approval of school plans to TDOE

5. School-Level Plans
Spring 2014: Pilot included school-level plan entry in ePlan was conducted for select LEAs and Schools
Identification of additional components needed
Working groups to refine ePlan template to avoid duplications
School Year : Title I School plans are an annual requirement
Aligned with district plan
LEA reviewed and approved
Progress monitored (on-going)
September 2014: Webinar specific to school plans
Requirements
How to navigate ePlan
Understanding district-level and school-level plan alignment

6. ePlan

7. What is ePlan?
Tennessee’s online planning and grants management system for LEAs:
Submit and revise district and school-level plans
Apply for federal funding to support plans
Request reimbursements and report expenditures
Process budget amendments and program revisions when needed
Produce summative reports for oversight and review

8. Primary ePlan Components
Planning
Approved by CORE
(Centers of Regional Excellence)
Consolidated Funding Application
Approved by CPM and Other Program Offices
(Office of Consolidated Planning & Monitoring)
Reimbursement Requests
Approved by CFO
(Office of the Chief Financial Officer)

9. What is NEW in ePlan? Planning tool: Enhanced needs assessment
School-level plans
Enhanced workflow for LEA plan approval by TDOE
LEA workflow to review and approve school plans
District-level and school-level plan assurances

10. Components of the Planning Tool
Needs Assessment:
Multiple text boxes with guiding questions to identify needs
Goals:
Descriptions
Performance Measures
Strategies:

11. Components of the LEA Planning Tool
Action Steps:
Descriptions
Benchmark Indicators
Persons Responsible
Estimated Dates of Completion
Create Funding Source

12. Identifying Areas of Need
Needs Assessment
Identifying Areas of Need

13. Needs Assessment Evaluating Areas of Consideration
Special Populations
Family & Community Engagement
Academic Performance
Career & Technical
Instructional Practices
School Climate
Professional Development
After School Programs
Curriculum
Data Analysis
Response to Instruction & Intervention
Early Learning

14. NEW ePlan Enhanced Needs Assessment
NEW Enhanced Needs Assessment available September 2014
Will include multiple text boxes with guiding questions
Planning Team
Summary of Accomplishments and What’s Working
Accountability Data
Academic Data
College/Career Readiness
School Climate and Culture
Additional Areas
Prioritized List of Needs

15. Analyzing Data for the Needs Assessment
Accountability
TVAAS
Report Card
TELL Survey
Explore, Plan, ACT
Parent Surveys
Student Surveys
Other LEA or school data such as pre/post testing
Future ePlan enhancement will include data elements auto populated in ePlan for the needs assessment

16. Analyzing Data: Accountability
The prior year’s data from the accountability website should be analyzed to identify areas of need.
In this example 3-8 Math shows as “met”. However, it should be noted there was a decline in % proficient & advanced. This indicates that one of the safe harbor methods was used. Even if an indicator shows as “met” always analyze the data to ensure all areas of need are identified for the planning process.

17. Analyzing Data: Accountability
To ensure goals are measurable, the current year’s targets should be referenced as part of the goal.

18. Analyzing Data: TELL Tennessee Survey (Teaching, Empowering, Leading and Learning)
The TELL Tennessee Survey provides educators with data, tools and direct support to facilitate school improvement. TELL Tennessee includes questions on the following topics:
Community Engagement and Support
Teacher Leadership
School Leadership
Managing Student Conduct
Use of Time
Professional Development
Facilities and Resources
Instructional Practices and Support
New Teacher Support

19. Analyzing Data: Look for Relationships Practices/Policies & Student Results
Consider how adult practices/policies impact your student outcomes:
Two new SPED teachers
Insufficient time to collaborate
Interruptions to instructional time
Lack of parental involvement
CCSS newly implemented
Follow-up PD is not provided
PD is not differentiated to the needs of individual teachers
2014 – 3-8 Math % P/A
ALL: 47.4%
Black: 23.8%
BHN: 36.4%
ED: 34.7%
SWD: 18.8%
White: 47.9%
Examine the relationships between the areas identified on the left and the achievement results on the right.

20. Goals / Strategies / Action Steps
Developing SMART goals
Identifying effective strategies
Specifying action steps and funding sources

21. SMART GOALS Specific Measurable Attainable Relevant Time-bound
What do we need to accomplish?
Measurable
What is the target outcome?
Attainable
What is a reasonable target?
Relevant
Does the goal address an area of need?
Time-bound
Is there a specific time for attainment?

22. Goal Example – fair… Math Example 1:
All students will be proficient in their subject area.
Evaluating the goal
Is it specific? No
Is it measurable?
Somewhat – 100% proficiency is implied
Is it attainable?
No – it is not reasonable to expect 100% proficiency in a single year
Is it relevant?
Yes – math was identified in the needs assessment; increasing student proficiency is relevant
Is it time-bound?

23. Goal Example – better… Math Example 1:
For SY , student academic achievement will meet or exceed the expected Achievement Targets.
Evaluating the goal
Is it specific? No
Is it measurable?
Somewhat – specific targets are not identified
Is it attainable?
Possibly – more specifics are needed to determine
Is it relevant?
Yes – math was identified in the needs assessment; increasing student proficiency is relevant
Is it time-bound?
Yes – the school year is noted

24. Goal Example – best! Math Example 3: Evaluating the goal
For SY , student academic achievement will meet or exceed the expected Achievement Targets. Math 3-8: 50.7%; Algebra I: 51.3%; Algebra II: 32.5%
Evaluating the goal
Is it specific?
Yes
Is it measurable?
Yes – provides targets for proficiency in each subject
Is it attainable?
Yes – the goal is based on improvement over the prior year results
Is it relevant?
Is it time-bound?

25. ePlan Goal Components Example
Mathematics: For SY , student academic achievement will meet or exceed the expected Achievement Targets. Math 3-8: 50.7 %; Algebra I: 51.3 %; Algebra II: 32.5 %
GOAL
Professional Development
LEA Professional Development
New Standards Training
Workshops
Instructional Support
Math Coaches
Technology
Systems of Intervention
Response to Intervention
Special Education Assistants
Individual Accommodations
STRATEGIES
ACTION STEPS

26. ACTION STEP: LEA Professional Development
GOAL: Mathematics: For SY , student academic achievement will meet or exceed the expected Achievement Targets. Math 3-8: 50.7 %; Algebra I: 51.3 %; Algebra II: 32.5 %
Strategy: High quality professional development for instructional staff
ACTION STEP: LEA Professional Development
Description: Each certified employee will complete a minimum of three days (18 hours) of professional development during the year. In addition, each school will conduct two days (12 hours) of PD at the local school. Benchmark Indicator: Professional Development records, evaluation surveys from teachers and student performance data. Person Responsible: Always Identify Person Estimated Completion Time: 12/20/2014
Title IIA: $10,000
IDEA Part B: $5,000
Local Funds: $10,000

27. ACTION STEP: New Standards Training
GOAL: Mathematics: For SY , student academic achievement will meet or exceed the expected Achievement Targets. Math 3-8: 50.7 %; Algebra I: 51.3 %; Algebra II: 32.5 %
Strategy: High quality professional development for instructional staff
ACTION STEP: New Standards Training
Description: Teachers will participate in Common Core State Standards training in mathematics for teachers PK-12. Benchmark Indicator: Professional Development records, evaluation surveys from teachers and student performance data. Person Responsible: Always Identify Person Estimated Completion Time: 07/31/2014
Title IIA: $30,000
Local Funds: $10,000

28. ePlan Funding Sources
Identify the specific funding source and amount that will support the accomplishment of the action step
In instances where one action step (i.e. after-school tutoring) supports multiple goals (i.e. math and reading), you would create a funding source under each goal.
Divide the total funds between the two goals to avoid duplication of funds.
Example: After-school tutoring in reading and math funded with $30,000 total from Title I-A.
Under the math goal action step, create a funding source for $15,000
Under the reading goal action step, create a funding source for $15,000

29. Planning Takeaways Plan first, then identify funding
Examine all possible funding sources (federal, state, local, other)
Involve those with specific program knowledge in the process (i.e. allowable uses and restrictions of certain funds)
Re-examine traditional uses (i.e. we have always paid for a teacher with these funds)

30. Additional Training Opportunities
ESEA Directors Institute: October 6-9, 2014 – Franklin, TN
School planning webinar: September 2014

31. Questions?

32. Consolidated Planning & Monitoring Contacts
Planning
Monitoring
Regional Consultants
School Improvement

33. Notifications can also be submitted electronically at:
FRAUD, WASTE or ABUSE
Citizens and agencies are encouraged to report fraud, waste or abuse in State and Local government.
NOTICE: This agency is a recipient of taxpayer funding. If you observe an agency director or employee engaging in any activity which you consider to be illegal, improper or wasteful, please call the state Comptroller’s toll-free Hotline:
Notifications can also be submitted electronically at: