october 7, 2014 a presentation to the caddo parish school board by: evergreen solutions, llc
TRANSCRIPT
October 7, 2014
A Presentation to the Caddo Parish School Board
by:
Evergreen Solutions, LLC
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Presentation Outline
Introduction to Evergreen
Our Team/Diagnostic Review
Methodology
Strategic Planning Process
Time Line
Questions and Answers
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Introduction to Evergreen
National Education Consulting Experience
Work in 41 States
Over 150 School Districts
Numerous School District Services
• Strategic Planning• Management, Performance, and
Operational Reviews• Program Evaluations• Staffing Analyses• Human Resources Studies• Technology Consulting• Facilities Consulting
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Very Detailed Work Plan Designed Specifically for the Caddo Public Schools
Begins with Analyses of Caddo Public Schools and Department Objectives, Previous Studies, and Work Already Accomplished
Process Obtains Significant Engagement from Internal and External Stakeholders in Caddo
Incorporates Performance Measures and a Monitoring System as Plan Components
Our Methodology
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Assesses Organizational and Operational Performance Levels
Contains Comparisons to Other Similar School Districts
Recognizes Externally Imposed Work Tasks and Procedures
Identifies Best Practices
Our Methodology (Cont’d)
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LINDA RECIO, Ph.D.•Former Executive Director of Planning, Leon County Schools •Expert in Strategic Planning•Extensive Experience Working with School Districts
Parent and Community Involvement/Branding
community and business partnerships communications/public relations parent involvement education foundation branding and marketing of CPSB
Our Team/Diagnostic Review (Cont’d)
Governance and District Management
board issues organization and staffing
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ROBERT EDGECOMBE•Senior Planner with Louisiana-based Firm (GCR, Inc.)•Expert in Facilities Planning •Work in Louisiana School Districts
Facilities Management
facilities policies and procedures facilities planning enrollment projections building maintenance custodian use and management energy management
Our Team/Diagnostic Review (Cont’d)
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Curriculum and Instruction
instructional organization, management, and controls
policies and procedures instructional staffing special education health services program evaluation
Our Team/Diagnostic Review
DIANNE LANE, Ph.D.
•Former Superintendent and School Board Member•Expert in K-12 Education, Especially in Curriculum and Instruction•Developed Strategic Plans
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BETTY RESSEL, CPA•Extensive Experience in Strategic Planning•Worked in Over 125 School Districts•Expert in School District Finance
Financial Management Services
organization and management of the Finance Office
revenue and expenditures financial performance payroll accounting system internal and external auditing purchasing and contracting
Our Team/Diagnostic Review (Cont’d)
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BETTY RESSEL, CPA (Continued)
Transportation
organization and staffing transportation planning, policies, and
procedures routing and scheduling training and safety vehicle maintenance and fuel usage
Food Services
planning and budgeting facilities and equipment student meal participation financial performance
Our Team/Diagnostic Review (Cont’d)
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Our Team/Diagnostic Review (Cont’d)
TOM MASTERS
•Experience in Community Visioning and Strategic Planning•Extensive Experience in Data Collection and Analyses•Project Management Professional (PMP) and Incident Command Systems CertificationsHuman Resources and Personnel Management
human resources organization personnel policies and procedures salary and benefits personnel records hiring practices, recruitment, and retention performance assessment/evaluation
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TOM MASTERS (Continued)
Technology technology planning and budgeting technology policies and procedures inventory control technology acquisition practices system infrastructure and integration technology support
Safety and Security emergency preparedness security operations safety measures policies and procedures student discipline
Our Team/Diagnostic Review (Cont’d)
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Strategic Planning Process
Area of Review
Component of the Plan
Specific Focus of the Review
Where is Caddo now?
Internal/External Assessment
Environmental Scan of Caddo Public Schools and Community
Customer Analysis and Stakeholder Input
Quality Assessment and Benchmarking
Strategic Issues
Mission Broad Comprehensive Statement of Caddo Public Schools’ purpose
Core Values and Actions to Achieve Mission
Employees and Community Involvement
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Strategic Planning Process (Cont’d)
Area of Review
Component of the Plan
Specific Focus of the Review
Where do we want Caddo Public Schools to Be?
Vision Identifies Caddo’s uniqueness when combined with the Mission and Principles
A Compelling Image of the Desired Future
Strategic Plan Framework/ Goals and Objectives
The Desired Result After Five Years
Specific and Measurable Targets for Accomplishment in Caddo
Leads to Quality Initiative Goals and Objectives
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Area of Review Component of
the Plan Specific Focus of the Review
How do we get Caddo Public Schools there?
Action Plan Activities to Accomplish Goals and Objectives
Detailed Action Plans
Leads to Resource Allocation
Strategic Planning Process (Cont’d)
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Area of Review Component of
the Plan Specific Focus of the Review
How do we measure our progress?
Performance Measures
Ensures Accountability and Continuous Improvement-linked Performance Targets
Monitoring and Tracking
Methods to Measure Results in Caddo
Systems to Monitor Progress
Compilation of Management Information
Maintains Plan on Track Toward Goals
Strategic Planning Process (Cont’d)
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Time Line
Monthly Meetings of Strategic Planning Committee
Fall 2014
Conduct Internal Assessment/Diagnostic Review
Engage in Environmental Scanning Facilitate Extensive Internal and External
Stakeholder Engagement Create Vision/Mission Statements
Spring 2015
Draft Strategic Goals Create Action Plans for Goals Prepare Monitoring System Finalize Plan
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Questions and Answers