Roll Out Strategy

March 3, 2015

Date:

9:00am-11:00am

Time:

Presenters: Strategic Energy Group

Auralia Lundquist

Do what you can, with what you have, where you are.

- Theodore Roosevelt

Attendance 

  

        

    

 

  

Agenda

1. Upcoming Meetings2. Discuss Strategic Planning & Implementation3. Review Roll Out Strategies4. Discuss Individual Plans5. Hear from Clovis Representative6. Next Steps and Conclusion

Activity Calendar

Activity Schedule VenuePY5 ( until May 2014)

1 CEI Kickoff Monday April 7, 2014 Workshop-PPL EU 2 Energy Policy & Team May 6, 2014 Webinar3 Building Operation Assessment April, May & June Individual Onsite

PY6 (June 2014- May 2015)4 MT&R July 1, 2014 Workshop- TBD5 MT&R model updates/handoffs Month of August Individual6 Midterm Progress Report September 9, 2014 Webinar7 Employee Awareness October 7, 2014 Webinar8 Energy Analysis & Audits November 4, 2014 Webinar9 Benchmarking January 6, 2015 Webinar

10 Roll Out Plan March 3, 2015 Webinar11 Strategic Energy Mgt. Plan April 7, 2015 Webinar12 Final Report May 5, 2015 Workshop-PPL EU

PY7 (June 2015- May 2016)13 Second EMA June 2015 – August 2015 Individual14 MT&R Model for additional building May 2015- December2015 Individual15 Update SEMP January 2016- May2016 Individual16 Implement Roll Out Plan June 2015- May 2016 Individual

Upcoming Meetings &Completing Year 2

• Roll Out Plan - March 3rd

• Energy Champ Update - March 17th

• Strategic Energy Management Plan - April 7th

• Energy Champ Update - April 21st

• Final Report Session – May 5th

Program Year 3

• Rollout program to all other buildings

• Decide when to implement

• Update MT&R Models for all Buildings

• Currently working on building models

• Complete second EMA – June-September

• At Pilot Building

Strategic Planning

In order to be successful, there needs to be a roadmap for success. A strategic plan:

• provides direction and focus for all employees.

• points to specific results that are to be achieved.

• establishes a course of action for achieving results.

• helps the various work units within an organization align themselves with common goals.

A leading cause of program failure is not having a strategic plan in place that is being well implemented. 

Completing Your Strategic Plan

Strategic Energy Management Plan Webinar – April 7th

• Draft document started

• Templates will be sent for review and revision

• If possible, attend with team members for breakouts

• Should be complete by Report Out

1. The Process Predicts Implementation

2. Ask Leaders to Lead

3. Get the Board on Board

4. Develop an Action Plan…And Use It

5. Focus on the Financing

6. What Gets Measured, Gets Done

7. The End is Really The Beginning

The Best Ways to Make Sure You Implement Your Strategic Plan

• Was there active participation from both board and staff members?

• Did you assess the balance between mission and financial effectiveness of your programs?

• Did you investigate challenging and interesting questions about the future?

• Were decisions made thoughtfully and vetted by everyone responsible for them? Or was the plan drafted quickly as a summary of one-day planning?

The Process Predicts Implementation

Get Everyone involved and stress that examples need to be set!

• Superintendent• Board Members• Principals• Teachers• Support Staff• Students

Ask Leaders to Lead

• A portion of the board’s work should be focused on advancing the goals of the strategic plan.

• If your plan has been adopted but board and committee meetings are just business as usual, you’re missing a big chance to implement plan objectives.

Get the Board on Board

Action plans detail the specific steps you will take to carry out the plan…and they assign someone to be responsible for actually doing them.

Develop an Action Plan…And Use It

Ideally, part of your planning process included developing a budget that outlined what it will cost to carry out the capital plan’s initiatives. But if not, you can still go ahead and do this right now.

Focus on the Financing

Various Methods of Measurement• Load Profiles• MT&R Models• Employee Awareness

What Gets Measured, Gets Done

How you act at the start of plan implementation is critical.

• Look for some “easy wins” that can be implemented right away, and celebrate this success.

• Assign first quarter priorities, and check in with all leaders after six weeks to see how things are progressing.

• Create the organizational habit of implementing the plan, and soon it will seem like second nature for everyone to keep their plans on their desks so they can refer to them often.

The End is Really the Beginning

Once you have a robust strategic plan in place, the following actions are crucial to successful implementation.

1. Avoid common implementation mistakes.

2. Reach out to stakeholders.

3. Measure progress in the strategic plan.

4. Monitor the strategic plan.

Four Fundamentals of Strategic Plan Implementation

Strategic planning entails risks. Some of the common strategic plan implementation mistakes are outlined below.

• Just saying no• Lack of communication • Losing sight• "Bolt-on" syndrome• Business as usual • Wimping out• The wrong scoreboard • No yardstick• The be-all and end-all• Confusing terminology and language 

Avoid Common Strategic Plan Implementation Mistakes

• Channels of communicationAbove all else, the business must communicate strategy clearly and regularly to employees. When the CEO and top management demonstrate the link between business strategy and specific business decisions, front-line staff are encouraged to think strategically too.

• The underlying process of strategic change

• Opening other communication channels

Reach out to stakeholders

Finally, to keep your strategic plan alive, you must monitor it.

Here are some guidelines.

Regular updates

Challenge underlying assumptions

Create a champion for every strategy and action

Stay committed

Conduct short-term strategy reviews

Expand skills

Target sales

Set strategic plan milestones

Reward success

Monitor the Strategic Plan

The Strategic Change Process11-point checklist

• Finalize a strategic plan

• Align the budget to annual priorities and fund the strategic change

• Build all annual plans around the organization-wide annual priorities and goals

• Set up a bimonthly or quarterly strategic change leadership steering committee

• Establish key success measures

• Revise the performance management and rewards systems

• Examine your organizational structure

• Initiate staff development

• Draw up a game plan

• Set sponsorship teams

• Set a date for an annual strategic review

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Relating Energy to the Curriculum

Various ways for Curriculum Adoption by:

1. Certain Schools

2. One grade level at a time

3. A cluster of Grade Levels

4. Certain Classes or Certain Students

5. Certain Teachers

Relating Energy to the Curriculum

Allows for:• Building Interest and Foundation• Development of Supportive Culture• Get Feedback• Time to Prepare

Adoption by Certain Schools

Rolling Out Your Strategic Plan

How to Roll Out Your Strategic Plan

Rolling out your plan will look different at each school. • High Profile • Low Key Announcement

Make sure to:• Inform Everyone

• Discuss with team how this will be done• Emails, announcement, flyers

http://www.dummies.com/how-to/content/how-to-roll-out-your-strategic-plan.html

How to Roll Out Your Strategic Plan

Tips:• Consider an annual message• Make the announcement exciting• Give all team members full copy of the plan.• Distribute the entire plan — or at the very least, the highlights — to everyone in the

organization.• Post your one-page plan• Consider giving each employee a card with the mission, vision, and values statements

printed on it• Incorporate your strategic plan into the orientation process for new board members and

employees.• Include portions of the plan in policies and procedures, including the employee manual.• Provide copies of the plan for key partners, such as investors, vendors or suppliers, and

so on

After considerable work and effort, a strategic plan is in place. Is the job done?

What’s Next For Your Strategic Plan

The answer is a firm

• Over the life of a strategic plan, a company's vision may stay the same but its strategies will probably need to be revised.

• A strategic plan should be "proactively reactive“

• In other words: "If the horse is dead, you have to get off."

Be Prepared to Switch Strategies

No one strategic planning model is right for all. Strategic planning teams can choose from a variety of models with an even wider range of approaches. A district that develops and executes a strategic plan well gains significantly from the experience.

Choose Your Strategic Approach

• In today's business environment, everyone is short on time and money.

• Similarly, many organizations feel inhibited from strategic planning during periods of limited financial resources.

• The strategic plan has to be a living document.

Make Your Strategic Plan a Living Document

• Throw a Kickoff Party• Award Prizes• Make Predictions• Create and Expectations Board• Create a Competition• Quiz Employee Knowledge

Some Fun Ways to Roll Out

What To Do Next

• Roll Out Structure• One school at a time• All at once

• Infrastructure• Scope & Policy

• Each school or District Wide

• Signatures

• Setting Goals

Decisions to Make

• How to generate savings• Utilize Checklist

• Teams• Steering Committee

• Superintendent, District Energy Champ, School Champ

• Meetings• Energy Champ Run all or be a

mentor?

• Start from the beginning• Team creation

• Allow the team to come up with ideas• Conduct similar team meetings monthly• Provide tasks to get accomplished

• MT&R models updates and communication

Rollout Expectations

Finally, there is no one correct implementation strategy.• You must review the pros and cons of the various

strategies presented with an eye to your own circumstances.

• Make sure you consider your district’s goals, your community, the size of your district, teachers’ readiness, your available resources, and your timeline.

Conclusion

Discuss Your Ideas 

Guest Speaker

Stuart Ogren

Clovis Unified School District

Contact

Auralia Lundquist, Implementation ManagerWork: (484) 224- 2993Mobile: (610) 703 - 5716e-mail: Auralia@strategicenergygroup.com