2007 – 2008Academic/Business Plan…a strategic initiativeSchool District of Palm Beach County

New Horizons for Student Success

Phase I in Multi-year Planning

Initial steps in the overall strategic plan for the entire school district

New Horizons for Student Success

Desired Goals of Strategic Planning

Assess internal and external realities Clarify stakeholder expectations Ensure alignment with mission Focus on key areas Execute and monitor strategies Promote on-going communication and collaboration ACHIEVE ACADEMIC & BUSINESS

EXCELLENCE!

Process Evolution Original Process

Silo driven

Focus on Academic departments

Limited stakeholder input

Informal process

Limited communication

Semi-annual monitoring and reporting done manually

Management Report

Budget drives programs

Current Process

Cross-functional

Focus on system-wide efficiency, effectiveness & alignment

Expanded stakeholder involvement

Formal process with defined steps

District-wide communication strategy

Up-to-date comprehensive scorecard maintained electronically

Management tool

Programs drive budget

Steps in the Process

Form Planning Team Review current research and successful

practices Brainstorm and develop enhanced

planning process Gather and analyze information: drivers,

trends and sleepers

Steps in the Process

Identify key areas of focus Develop initial objectives & action plans Ensure linkage to Mission & District Goals Incorporate budget development into

strategic program decisions Consider options and choices utilizing the

Decision Matrix

Decision Matrix-New ProgramsNew Programs*

The program* focuses on District priorities.

The program* meets the requirements of a new or existing federal or state statute or mandate.

All appropriate stakeholders were involved at some point in the program* development.

The program* directly aligns to the Key Results.

The program* positively and directly impacts most critically underperforming AYP groups.

The program* positively and directly impacts employees.

The program* supports schools with greatest number of at risk students.

The program* directly provides a support or service to the schools.

The program* can be implemented as designed (fidelity) with the requested level of resources.

The program* has a data record of evidence-based success.

The program* directly and positively impacts human capital.

The program* has a manageable fiscal impact.

The program's* funding is sustainable.

The program* results in a positive cost/benefit ratio.

The program* promotes/enhances a safe and productive school/work environment.

The program results can be realized with the allocated level of resources.

*program = program, operation, activity, course, service, or initiative,

Decision Matrix-Existing ProgramsExisting Programs*

The program* focused on District priorities.

The program* met the requirements of a new or existing federal or state statute or mandate.

All appropriate stakeholders were involved at some point in the program* implementation.

The program* was directly aligned to the Key Results.

The program* positively and directly impacted the most critically underperforming AYP groups.

The program* positively and directly impacted employees.

The program* supported the schools with greatest number of at risk students.

The program* directly provided a support or service to the schools.

The program* was implemented as designed (fidelity) within the allocated level of resources.

The program* has a data record of evidence-based success.

The program* directly and positively impacted human capital.

The program* had a manageable fiscal impact.

The program's* funding was/is sustainable.

Did the program* result in a positive cost/benefit ratio.

The program* promoted/enhanced a safe and productive school/work environment.

The program results can be realized with the allocated level of resources.

*program = program, operation, activity, course, service, or initiative,

Steps in the Process

Conduct additional stakeholder review Determine final goals, objectives and

action plans Prepare Scorecard and monitoring

process Celebrate along the way!

Balanced Scorecard

Next Steps Forecast FY2008 revenue, develop multi-year forecast Project cost of continuation budget (existing programs) Determine financial impact of new programs, program

enhancements, and State mandates. Prioritize program needs, align to ABP. Develop recommendations for Superintendent and

School Board that both: Balance the Budget Meet Student Need