1 Records Exchange Advice, Communication, and Technical Support (REACTS) State Strategic Plan Overview December 14, 2011

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Records Exchange Advice, Communication, and Technical

Support (REACTS)

State Strategic Plan

Overview

December 14, 2011

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Meeting AgendaMeeting Agenda

• Goals and Objectives

• Overview of Strategic Planning Process

• Document Layout

• Instructions

• Document Walk-thru

• Uses of the Document

• Q&A

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Goals and ObjectivesGoals and Objectives

• Provide States with a methodology for creating a strategic plan for records exchange.

• Provide States with a template to assist in developing a records exchange strategic plan.

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Overview Strategic PlanningOverview Strategic Planning

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Strategic Planning ProcessStrategic Planning Process

REACTS Strategic Planning Process

Self-Assessment

Tool

Issues & Strategies

Tool

Strategic Plan

• 60 Performance Indicators• Identify strengths and

weaknesses

• Identify strategies to overcome gaps and increase performance

• 3 year plan that helps manage budget, programs, timelines

• Measure performance with KPIs

• Identify gaps between issues and resolution

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Strategic Planning Process ExampleStrategic Planning Process Example

Refer to page 17 of the State Self-Assessment Tool

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Refer to page 6 of the State Strategic Plan document

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Policies & Procedure vs. Strategic PlanPolicies & Procedure vs. Strategic Plan

• A Policies and Procedures document details your current operations and guidelines.

• A Strategic Plan details goals and objectives by providing a roadmap of initiatives to move your program from a current state to a desired future state.

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Benefits of Having a Strategic PlanBenefits of Having a Strategic Plan

• Allows a State to streamline tasks to accomplish the future goals for their records exchange program

• Provides more detailed knowledge of your program budget

• Allows an organization to monitor performance periodically

DISCLAIMER: This document is only RECOMMENDED for use and is not required or mandated by the U.S. Department of Education – Office of Migrant Education

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Document LayoutDocument Layout

Section Description

Title Page State-specific title page that an agency can customize.

Introduction Description of the overall structure of the document. This section should provide an overview of the organization and the goals and objectives of the strategic plan.

Outreach Program Description of how the State MEP will promote the use of MSIX for records exchange – training, surveys, focus groups, and promotion.

Staffing Plan Description of the future workforce needed to implement the strategic plan.

Program Budget Overview of the financial plan to implement the projects.

Project Plan and Objectives Description of the tasks to be implemented to accomplish MEP goals and objectives

Performance Measurement Evaluation

Description of the metrics used to determine whether specific strategies are meeting their goals.

Glossary and Acronyms Description of terms and acronyms used in the document.

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InstructionsInstructions

• States should customize sections written or highlighted in red as it pertains to their state-specific strategies.

• States are not limited to the sections listed in the document.

• The sections are not mandatory for the completion of the document.

• Any questions regarding the document, please contact the REACTS Support Center at 1-888-REACTS-0 or [email protected].

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Document Walk-thruDocument Walk-thru

The title page allows an author to customizetheir page by adding:

•State or organization name•State or organizational logo•Document subtitle•Author name•Creation / Revision date•Disclaimer information

Refer to page 3

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1.0 Introduction

Provides a summary of the objectives of thestrategic plan. In addition, the sectionDescripts the organizational structure of theMEP.

Refer to page 5

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2.0 Outreach Program

Provides a section to develop a state-wideoutreach program that will help states plan training sessions, surveys, focusgroups, and publicity.

Refer to pages 6-10

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3.0 Staffing Plan

Provides a description of the staffing planUsed to implement the identified projectsAnd strategies. This section details:

•Title / Position•Job Description•Salary•Funding Source

Refer to page 11

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4.0 Program Budget

Financial plan detailing funding sourcesand expenditures. The author can customize it per project or the overall records exchange initiative.

Refer to page 12

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5.0 Project Plan and Objectives Narrative summarizing the overall projectPlan which includes tasks, duration, task Owner, and the resources needed. This Section is segmented by short-term, mid-termand long-term projects.

Refer to pages 13 and 14

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6.0 Performance Measurement Evaluation

This section provides and overview of thequantitative measures used to assess the progress made on strategies over thecourse of 1 year, 1-3 years, and 3 years.

Refer to page 15

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7.0 Glossary and Acronyms

Describes the terminology used in theDocument.

Refer to page 16

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Uses of the DocumentUses of the Document

• Develop a Records Exchange Strategic Plan that will assist management in implementing key strategies to accomplish records exchange objectives.

• Manage projects, personnel, budgets, and performance for the records exchange initiatives.

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Q&AQ&A

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Contact UsContact Us

REACTS Support Center

1-888-REACTS-01-888-732-2870

[email protected]://reactsmsix.ed.gov

Documents

1 Records Exchange Advice, Communication, and Technical Support (REACTS) State Strategic Plan Overview December 14, 2011