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Chapter Two.Projects and Activities to Create a Strategic

Plan and the supporting Business Plan

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Needs Concept developed from Kaufman 2003 “Needs are gaps in results – gaps between current

results at three levels” Vision, Mission and Management.

“ ‘What should be’ indicates our desired results. ‘What is’ is defined by data regarding the current status of those results. The need is thus the results gap between What is and What should be’ ”Kaufman 2003

Current Results Desired ResultsNEEDS

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Wants are Not Needs Concept developed from

Kaufman 2003

The gap between WHAT IS and WHAT IS DESIRED

NEEDS

Wants are SOLUTIONS to Needs

WANTS

SCHOOL STRATEGIC PLAN

Political Management Strategy

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NOTE!!! from Kaufman 2003

Needs are gaps in results not gaps in resources, methods or solutions.

A problem is simply a need selected for attention. Needs assessments defines problems, brings rigour

and are the foundation for planning. If you are saddled with a fad solution keep asking

“What will be the consequence of applying this solution and what results will be get in measurable terms”

Training is a solution not a need

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Define Needs in Relation to the School

Initiatives

Reputation

Reporting

Relationships

Student Achievement

Vision (societal)Mission (organizational)

Management (operational)

Core Dimension / Perspective

WHAT NEEDS ??

?

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To Analyze your School

You may consider conducting: a SWOT

To establish your school capacity to implement a Strategic Plan you may consider conducting: A CULTURAL SCREEN

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THREATSCreate a strategic response

OPPORTUNITIES Create a strategic response

WEAKNESSESCreate a strategic response

STRENGTHSCreate a strategic response

SWOT ANALYSIS

The question becomes

what is the response

based on??

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Means Means are selected after:

Analysis of your school and what it needs (VISION) Establishing an understanding of what your school

can achieve (CAPACITY) Means are implemented after:

Creating the best possible solutions (IMAGINATION/PROFESSIONALISM)

Means need to be applied soundly (SKILL)

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To Create the best Solutionsfrom Kaufman

Consider using the test of whether your objectives are SMARTER

S - Specific results identifiedM - Measurable objectiveA - Audacious objectiveR - Results written T - Time definedE - ExpansiveR - Review and Evaluate

GREAT FOR CHECKING YOUR HONEST

ACCEPTANCE OF CHALLENGE IN

STRATEGIC PLANNING

STILL YOU HAVE THE PROBLEM OF WHAT DO YOU THINK

ABOUT??

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Creating Values for Your Strategic Planning Model

Values help you problem solve They help you decide what is important They will help you decide whether your objectives are

SMARTER They are not solutions to your strategic plan YOUR VALUES: ???????

A focus on student development Improved relationships Superior reporting ability Staff contributing to the development of the school Development of an outstanding reputation for the school

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Reputation

Initiatives

Reporting

Relationships

Student Achievement

Core Dimension / Perspective CREATE VALUES THAT

ARE SUPPORTIVE

OF THE CORE ACTIVITY OF THE SCHOOL

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IF THESE ARE THE CORE ACTIVITIES OF A HIGHLY EFFECTIVE SCHOOL THEN BUILD THE VALUES TO ACHIEVE THEM

Core Dimension / PerspectiveStudent AchievementReportingRelationshipsInitiativesReputation

“WE VALUE STUDENT ACHIEVEMNT AS SHOWN IN ….

WE VALUE RELATIONSHIPS THAT FOSTER …..

WE ARE COMMITTED TO REPORTING THAT ACHIEVES…

WE EXPECT STAFF TO CONTRIBUTE TO THE WELBEING OF THE SCHOL BY…

THE SCHOOLWISH TO ATTAIN A REPUTATION BUILT ON…”

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Develop a Business Plan The business plan may have a number of parts to it. These may include the fundamentals about what you

are attempting to achieve in both the short and long term. In many ways we tend to feel more comfortable using other language to explain this in the school setting.

We are most comfortable in schools thinking about the financial parameters that will lead to our success….. The ingredients of the financial plan are relatively

straightforward

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The Business Plan – develop for 5 to 10 years ahead

Expenditure Salaries for all staff

Predict Salary increases as predicted Staff number increases Redundancy / dismissal costs Staff development

Capital expenditure (annual) Capital repayments on proposed master plan. Therefore

plan 10 years of projects in view of cash flow. Borrowing costs

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The Business Plan – develop for 5 to 10 years ahead

Income Calculate opening Cash Predict

Fees and their annual increase Gov’t funding and the annual increases (?) Donations and fund raising

Borrowing available on an annual basis Consider the debt per student ratio The level of fees Building levies

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Business Plan Policy Development: Benchmarks????

Fees 8% PA Loans repaid 8 years Debt per student $4000 Staff ratio improve by 10% 0ver 10 years.

Benefit to class size reduction and staff development 80/20. 5 year focus upper secondary

Fundraising target increase 20% pa for next 5 years Develop a plan for the depreciation and abnormal

profits.

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Risk / Windfall Management Assume interest rate of 8%

Assess impact on income of +/- 2% and 4% Assume fall, or if possible an increase, in

student numbers by 5% and 10% Assume an increase in staff costs of 10%

and 15% Assume an increase in building costs (above

real terms) of 10% and 15%TAKE A STRATEGIC POSITION