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Pewaukee School DistrictPewaukee School DistrictCategory Category 22

Strategic Strategic PlanningPlanninggg gg

Jim Huismann, Board PresidentBrian Kammers, Board Vice President

S SJoAnn Sternke, SuperintendentPewaukee School District

Baldrige Regional Conference Minneapolis Pewaukee SP

AgendaAgenda● Build Understanding of Strategic Planning● Understand Importance of SP & Why We

Engage In The ProcessEngage In The Process

● Understand the Development Process

● Understand the Deployment Process

● Finding Alignment

● Share What We’ve Learned About the SPP

● Answer Your Questions

Strategic Planning Video

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WhatStrategicStrategic Planning Is & DoesIs & Does

Strategic PlanningStrategic Planning

“SP is a comprehensive process for determining what a business should become and how it can besta business should become and how it can best achieve that goal. It appraises the full potential of a business and explicitly links the business's objectives to the actions and resources required to achieve them. SP offers a systematic process to ask and answer the most critical questions confronting a management team—especially large irrevocable resourceteam especially large, irrevocable resource commitment decisions.”

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So Much So Fast

Know What’s Behind

Keep Looking Forward

UsForward

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Get all those arrows…

pointing in thein the same direction!

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What’s on the Plate?

Understandingthe Present

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A Clearer View to the Future

Defines Direction

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Focus on Priorities

Gets people on the same page

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Stop Doing

Do More Of –or Begin D iDoing

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PDSA in our

Strategic Planning PProcess

Strategic PlanningStrategic Planning● Planning

D i● Doing● Studying -Understanding

Consequences● Acting

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Our PDSA ProcessOur PDSA ProcessYour Important Role in the PLAN Phase:

Assess performance

SWOT Analysis

Validate mission & i ivision

Validate/refineSP Areas & Goals

Our Now Mature Our Now Mature ProcessProcess

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Stepsin our

Strategic Planning PProcess

Strategic PlanningStrategic Planning

“How We Do Business” - We Do It By:How We Do Business We Do It By:

◦ Living Our Mission

◦ Putting Our Vision Into Action

◦ Holding Ourselves Accountable

◦ Involving All Stakeholders

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Development: How To Development: How To Create A Strategic PlanCreate A Strategic Plan

● Determine values & goals (from Mission)g ( )

● Conduct a SWOT Analysis & Environmental Scan

● Determine Strategy Areas & create Action Plans

● Publish and share Strategic Plan with ALLPublish and share Strategic Plan with ALL

● Monitor & create accountability systems

What is the process?process?

FourFour Phases

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Phase One:One:Get the Pulse

How are we Performing?

Link to PHS Dashboard

IT Dashboard

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Environmental Scan:What’s

Out ThereWe May

N tNot See?

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Strategic Planning Community Survey

93% of respondents stated students needed to be prepared in Mathematics; 78% Reading and Science, and 74% in the area of Writing

Strategic Planning Community Survey

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Strategic Planning Community Survey

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Strategic Planning Community Survey

IdentifyStrengths

WeaknessesWeaknessesOpportunities

Threats

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Phase Two:Phase Two:The Big Picture

Work of the Heart & Mind

Mission Video

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Phase Three:Plan Development

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What is key for us to do to meet our Mission and our Vision?

Work of the

Hands & Minds

What will foc s

How will we know we arefocus

on?

we are making progress?

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Phase Four:Create &Create & Deploy ActionPlansPlans

Pewaukee School DistrictSchool District

Strategic PlanPlan

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Process ImprovementsProcess Improvements

● Our process began in 1992 with a handful p gof BOE Members & Administrators

● Facilitated internally

● Not necessarily strategic - focused more on “getting” & “doing” . . .

The Final ProductThe Final Product

● 2013-14 Pewaukee School District

Strategic Plan

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Pewaukee School District Pewaukee School District Strategic Plan 2013Strategic Plan 2013--1414

Finding Alignmentg

in our

Strategic Planning ProcessProcess

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Aligning Our

Strategic

StudentGoals

Teacher Goals

School Action Plans

PlanAction Plans

District Action Plans

Measurable Goals

5 Strategic Plan Focus Areas

Mission

Aligning Our

Strategic

StudentGoals

Teacher Goals

School Action Plans

It all begins

with our Mission

gPlan

Action Plans

District Action Plans

Measurable Goals

5 Strategic Plan Focus Areas

Mission

Mission

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Aligning Our

Strategic

StudentGoals

Teacher Goals

School Action Plans

What are the key

areas to focus on to best meet

PlanAction Plans

District Action Plans

Measurable Goals

5 Strategic Plan Focus Areas

our Mission?

Mission

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Flows Into Strategic Flows Into Strategic Initiatives Initiatives -- Teaching & Teaching &

LearningLearning

Aligning Our

Strategic

StudentGoals

Teacher Goals

School Action Plans

Measurable Goals foster

Accountability

PlanAction Plans

District Action Plans

Measurable Goals

5 Strategic Plan Focus Areas

Mission

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SMART Goals

• Specific• Measurable• Attainablea ab e• Results• Timebound

Teaching & Learning GoalTeaching & Learning Goal

PSD will increase the percentage of College & Career Ready mathematics students from y55% to 70% as measured by EPAS in grades 7-12 and by MAP RIT growth targets in grades 1-9 by June 2014

EPAS - ACT’s EPAS Educational Planning and Assessment SystemMAP - Northwest Evaluation Association’s Measures of Academic ProgressRIT - Short for Rausch unit a RIT score indicates a student’s instructional level.

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Aligning Our

Strategic

StudentGoals

Teacher Goals

School Action Plans

District Plans Flow to the

School & Classroom

PlanAction Plans

District Action Plans

Measurable Goals

5 Strategic Plan Focus Areas

Mission

Reaching The Goal Reaching The Goal --School Action PlansSchool Action Plans

PDSA - Pewaukee Lake Elementary School

**90 Day Updates Included In The Process

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Reaching The Goal Reaching The Goal --Teacher Action PlansTeacher Action Plans

P k HS G l F K APewaukee HS Goal Form - Known As Student Learning Objectives (SLO’s)

**Mid-term updates included in the process

A Department Example:Instructional TechnologyAction Plan Goals - Technology:

Goals DetermineAction Plan Goals Technology:

#1: By June 2014, 100% of PSD educators will demonstrate increased technology proficiency.#2: By June 2014, all PSD educators will provide student learning opportunities that are relevant, engaging, and use current instructional and information technologies.

Determine Plans

3: By June 2014, 100% of PSD students will demonstrate technology literacy proficiency.

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Student Technology Proficiency Dashboard

Goals & PlansPlans Determine Measures

Tips –What We’ve

Learned from our Strategic Planning

Process

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Accountability SystemsAccountability Systems

● Yearly Update - Formal SP Process (1.5 days)

● Leadership Week Updates (mid-cycle - July)Leadership Week Updates (mid cycle July)

● School Improvement Plan Presentations to BOE

● 90 Day PDSA Updates

● Quarterly Action Plan Conferences

● Mid-Term SLO

Action PlansPDSA Grids outline:• Action to be taken• How we know it is accomplished• By when• By whom

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Monitoring Action Plan Completion

Color code what is complete, in progress or yet to be completed

What We’ve Accomplished What We’ve Accomplished Through Strategic PlanningThrough Strategic Planning

• Focus on what matters

• Review current status with eye on futurey

• Maximized Resources

◦ Increased student achievement

◦ Increased community involvement and support

Increased “status” as a quality School◦ Increased status as a quality School District

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Deployment: Begins At Deployment: Begins At The Top. . .The Top. . .

2013-14 Board of Education Goals - Final 9/23/13

1. Ensure that the Strategic Plan is used to drive the execution of the corresponding action plans identified under each of the following strategic initiatives:

· Teaching & Learning· Communication & Community Engagement· Workforce Engagement & Development· TechnologyTechnology· Facilities & Operations

What We’ve Learned About What We’ve Learned About Our SP Process From Our SP Process From

BaldrigeBaldrige● Our SP process is systematic integrated● Our SP process is systematic, integrated

and grounded in PDSA

● Our SP addresses short and longer term planning

● Our SP involves key stakeholders

Our SP fosters a culture of continuous● Our SP fosters a culture of continuous improvement (one of our Core Competencies)

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We’ve Also Learned . . .We’ve Also Learned . . .

● Our SP relies on data for decision-making

● Our SP process can improve by systematically evaluating the continued relevance of our core competencies

● Our SP allows us to anticipate student & stakeholder needs

● Our SP process has broadened ownership of our Mission, Vision & Values

We’ve Also Learned . . .We’ve Also Learned . . .

● Action plans are aligned to SP Goals

● Managers (principals) collaborate with their leadership teams to create improvement plans that support SP goals

● We need to better identify competitors and comparables

● Our improvement plans focus on action and are aligned throughout our organization

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4 Key Recommendations4 Key Recommendations

• If you don’t have a plan, take steps to create one

● Determine key strategy areas & stick with them

● Involve stakeholders, communicate & build support

● Live it - build accountability systems into the process so you can measure accomplishment

AgendaAgenda● Build Understanding of Strategic Planning● Understand Importance of SP & Why We

Engage In The ProcessEngage In The Process

● Understand the Development Process

● Understand the Deployment Process

● Finding Alignment

● Share What We’ve Learned About the SPP

● Answer Your Questions

Strategic Planning Video

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Change Takes Time

Think Big PicturePicture

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Strategic

Not Operational

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Questions?Questions?

Dr JoAnn SternkeDr. JoAnn SternkeSuperintendent

Pewaukee School District (262)695-5046

sterjoa@pewaukeeschools.orgsterjoa@pewaukeeschools.orgTwitter: @jsternke