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CCSA 2014-Making Strategy Real-4Mar14-draft-sts** Conf ident ia l © 2014 Blue Garnet **
2014 CCSA Annual Conference: Making Strategy Real
March 4, 2014 San Jose, CA
Dr. Ana PonceChief Executive Officer
Atyani HowardChief Academic Officer
Jennifer Li ShenPartner & Co-Founder
Learning Objectives:
￫ Determine if you are ready for strategic business planning
￫ Understand what aspects of planning are important for your school
￫ Learn how dashboards can guide organization-wide efforts and track progress towards common impact
Charter School Leader
As charter school leaders, we struggle (often alone) with so many questions
Do you struggle feeling like you are alone as a leader?
Are you driving the organization? Or is the organization driving you?
Do you have clarity on how key decisions will be made?
What happens if you “get hit by a bus”?
Is planning driven by the Board? Or by a funder?
What do you say “no” to?
Where are you headed as an organization?
What is your vision? How do you make it real?
How do you afford it? What resources do
you need?
How do we address all the challenges our students face?
Charter School Leader
Charter School Leader
We work in a messy world…
Charter School Leader
Crisis
Facilities
Test Scores
Common Core
API
Burnout
State Funding
Crisis
Facilities
Test Scores
Common Core
API
Burnout
…and planning seems a far-away luxury removed from the day-to-day reality
Planning
State Funding
Charter School Leader
Planning helps you be a nimble, flexible organization, to meet new opportunities in an intentional way
Charter School Leader
Planning Crisis
Facilities
Test Scores
Common Core
API
Burnout
State Funding
Ultimately, it builds discipline of strategic thinking and decision-making for the people on your team
Through this planning process, we have developed agreement over what [we]
have to do, clarity on how to meet this challenge, and specific strategies tied to
financial requirements
[The plan will] define our legacy for generations to come
Our strategic plan is a living, breathing document. We review it at each board meeting.
It is a map that guides us
[The plan is] providing the framework for our discussion and when necessary, pulling us out of the weeds to refocus
on the big picture
Why do planning? Here’s what our partners say…
What do you think of when you hear “strategic plan?” ‣ What have you heard? ‣ What are you unsure of?
Engagement
Prioritization
Alignment
Culture-Building
Accountability
For CNCA, planning helped us with…
So what does strategic planning look like… …when done well?
Planning is a journey…
Defining “Here”
Your Community
Your Vision
Your Strategy
Your Success; Defining “There”
Page 2!CNCA-Annual Board Dashboard-2013!
68%! 66%!
21%! 19%!
0%!
20%!
40%!
60%!
80%!
100%!
2011-12 !(Y0, Baseline)!
2012-13 !(Y1)!
88%!
88%!
0%! 20%! 40%! 60%! 80%! 100%!
"The professional adult learning community challenges me to become a more effective, reflective teacher."!
Educators and Leaders C
Organizational Sustainability D
Place-Based Approach B Percentage of eligible students, who each year…!
B1. Participate in 4+ experiential learning opportunities!
2012-13 (Y1, Baseline)!
2015-16 (Y5 target)!
38%! 80%!
B2. Receive 1+ semester of visual or performing arts! 77%! 85%!
D1. Private philanthropy as % of operating budget! D2. Annual reserve as % of operating budget!Y5 target = 25%!
Academics (continued) A A3. CST ELA Proficiency! A4. CST Math Proficiency!
CNCA Strategy Business Plan 2012-17 Annual Board Performance Dashboard (Y1, 2012-13) November 2013!
Y5 target = 93%!
Percentage of teachers and leaders who believe…!
Y5 Math & ELA target = 80%!
Y5 target = 5%!
55%! 51%!65%! 62%!
0%!
20%!
40%!
60%!
80%!
100%!
2011-12 !(Y0, Baseline)!
2012-13 !(Y1)!
Y5 Math & ELA target = 80%!
3.7%!
6.8%!
0%!
2%!
4%!
6%!
8%!
10%!
2011-12 !(Y0, Baseline)!
2012-13 !(Y1)!
10.4%!
24.6%!
0%!
5%!
10%!
15%!
20%!
25%!
2011-12 !(Y0, Baseline)!
2012-13 !(Y1)!
42%!47%!48%!60%!
0%!
20%!
40%!
60%!
80%!
100%!
2011-12 !(Y0, Baseline)!
2012-13 !(Y1)!
A5. Reading Proficiency!
Y5 Reading target = 75%!
B3. Successfully access social service & mental health resources!
2012-13 (Y1, Baseline)!
2015-16 (Y5 target)!
64%! 75%!
Percentage of identified students and families, who each year…!
HS!K-8!
HS!
K-8!
K-8!HS!
2011-12 (Y0, Baseline)!
2012-13 (Y1)!
Page 1!CNCA-Annual Board Dashboard-2013!
(Y5 target)
(CA Y0 target)
824! 821!
855!866!
779!764!
790!775!
802!792!
750!
800!
850!
900!
2011-12 !(Y0, Baseline)!
2012-13 !(Y1)!
1
2 3 4 5 6 7 8 9 0
10 2 3 4 5 6 7 8 9
20 1 2 3 4
5 6 7 8 9
30 1 2 3 4 5 6 7 8 9
40 1 2 3 4 5 6 7 8 9
50 1 2 3 4 5 6 7 8 9
60 1 2 3 4 5 6 7 8 9
70 1 2 3 4 5 6 7 8 9
80 1 2 3 4 5 6 7 8 9
90 1 2 3 4 5 6 7 8 9
10
By 2022, 2,000 CNCA graduates are equipped with the skills, knowledge, and worldview necessary to be literate, critical thinkers and independent problem solvers.
As a result of this success, 90% have been accepted to, 80% have attended and 60% have graduated from a 4-year college within 6 years.
In order to achieve this success (“S”), CNCA must: A. Through extended investment and engagement in students, produce students who have the ability to engage in
rigorous reading, writing, critical thinking, speaking, and mathematical & scientific reasoning
B. Use a place-based approach to support the social and emotional development of students, and expose them to diverse cultural experiences and critical social perspectives
C. Recruit and develop quality educators and leaders committed to the “CNCA Way”
D. Ensure organizational sustainability with respect to financial management and human capital
CNCA Strategy Business Plan 2012-17 Annual Board Performance Dashboard (Y1, 2012-13) November 2013
(1) This represents 43% of CNCA 12th graders graduating from 4yr college within 6yrs. In comparison, only 31% of all high school graduates in the US (and only 17% of Hispanic students) will graduate from 4yr college in 6yrs (Source: National Center for Education Statistics, 2010) (2) High school graduation rate is calculated internally (3) API school averages calculated internally. Note: HSO Management Dashboard includes more details by site
By 2022, CNCA will have cumulatively graduated 2,000 “equipped” students
2,000 0 568
CNCA Graduates are Equipped, and College-Ready, College-Bound S
Y10 target = 80% Y10 target = 90% Y10 target = 95%
568 total graduates (tracking of “equipped” students in development)
Academics A
97% of 12th graders graduated HS2
79% of 12th graders were accepted into 4yr college…
…of which, 72% attended…
During the 2012-13 School Year…
A1. API Performance by School A2. API Performance Compared to Local Schools
HAR
BUR
CAS
CNHS
CIS
807 792
200
300
400
500
600
700
800
900
1000 Elementary Schools
K-8 Schools
Middle Schools
High Schools
District Schools
Charter Schools
CNCA
LAUSD = 749
= 1,000 students
3!
…and it’s worth it
Copyright © 1988-2003 Microsoft Corp. and/or its suppliers. All rights reserved. http://www.microsoft.com/mappoint© Copyright 2002 by Geographic Data Technology, Inc. All rights reserved. © 2002 Navigation Technologies. All rights reserved. This data includes information taken with permission from Canadian authorities © 1991-2002 Government of Canada (Statistics Canada and/or Geomatics Canada), all rights reserved.
Sudent Enrollment
0 mi 0.5 1 1.5 2 2.5
2009 Median HH Income by Census Tract
Over 65,000
45,001 to 65,000
35,001 to 45,000
25,001 to 35,000
Below 25,000
Step 1 Step 2 Step 3
Pro
6-8 weeks
Step 1 Step 2 Final
10-12 weeks 4-6 weeks
Typically, a 3-step approach
Step 1: Where are we today? Org. Baseline & Assessment
and Vision for Growth
Step 2: Where do we want to go? Desired Impact,
Opportunity, and Strategy
ProjectKick-off
6-8 weeks
Step 1 Deliverable:Org. Baseline & Assessment
Step 1: Where are we today? Org. Baseline & Assessment
and Vision for Growth
Step 2: Where do we want to go? Desired Impact,
Opportunity, and Strategy
Step 3: How do we get there? Org. Implications,
Roadmap, and Dashboard
9 weeks
Step 1 Deliverable:Org. Baseline & Assessment
Step 2 Deliverable:Desired Impact, Market Oppty
& Business Strategy
10-12 weeks 10 weeks
Step 2: Where do we want to go? Desired Impact,
Opportunity, and Strategy
Step 3: How do we get there? Org. Implications,
Roadmap, and Dashboard
Step 2 Deliverable:Desired Impact, Market Oppty
& Business Strategy
Final Deliverable:Completed Business Plan
17 weeks 4-6 weeks
Step 1 Step 2 Step 3
Pro
6-8 weeks
Step 1 Step 2 Final
10-12 weeks 4-6 weeks
Engaging stakeholders throughout was critical to process
Planning Taskforce
Board
Site Leaders
Teachers/Parents/
Funders & Supporters
& Business Strategy
By 2022, 2000 CNCA graduates are equipped with the skills, knowledge, and worldview necessary to be literate, critical thinkers and independent problem solvers. !As a result of this success, 90% have been accepted to, 80% have attended and 60% have graduated from a 4-year college within 6 years.
S
In order to achieve “S”, CNCA must:
A) Through extended investment and engagement in students, produce students who have the ability to engage in rigorous reading, writing, critical thinking, speaking, and mathematical & scientific reasoning
B) Use a place-based approach to support the social and emotional development of students, and expose them to diverse cultural experiences and critical social perspectives
C) Recruit and develop quality educators and leaders committed to the “CNCA way”
D) Ensure organizational sustainability with respect to financial management and human capital
S A B C D + + + =
Page 2!CNCA-Annual Board Dashboard-2013!
68%! 66%!
21%! 19%!
0%!
20%!
40%!
60%!
80%!
100%!
2011-12 !(Y0, Baseline)!
2012-13 !(Y1)!
88%!
88%!
0%! 20%! 40%! 60%! 80%! 100%!
"The professional adult learning community challenges me to become a more effective, reflective teacher."!
Educators and Leaders C
Organizational Sustainability D
Place-Based Approach B Percentage of eligible students, who each year…!
B1. Participate in 4+ experiential learning opportunities!
2012-13 (Y1, Baseline)!
2015-16 (Y5 target)!
38%! 80%!
B2. Receive 1+ semester of visual or performing arts! 77%! 85%!
D1. Private philanthropy as % of operating budget! D2. Annual reserve as % of operating budget!Y5 target = 25%!
Academics (continued) A A3. CST ELA Proficiency! A4. CST Math Proficiency!
CNCA Strategy Business Plan 2012-17 Annual Board Performance Dashboard (Y1, 2012-13) November 2013!
Y5 target = 93%!
Percentage of teachers and leaders who believe…!
Y5 Math & ELA target = 80%!
Y5 target = 5%!
55%! 51%!65%! 62%!
0%!
20%!
40%!
60%!
80%!
100%!
2011-12 !(Y0, Baseline)!
2012-13 !(Y1)!
Y5 Math & ELA target = 80%!
3.7%!
6.8%!
0%!
2%!
4%!
6%!
8%!
10%!
2011-12 !(Y0, Baseline)!
2012-13 !(Y1)!
10.4%!
24.6%!
0%!
5%!
10%!
15%!
20%!
25%!
2011-12 !(Y0, Baseline)!
2012-13 !(Y1)!
42%!47%!48%!60%!
0%!
20%!
40%!
60%!
80%!
100%!
2011-12 !(Y0, Baseline)!
2012-13 !(Y1)!
A5. Reading Proficiency!
Y5 Reading target = 75%!
B3. Successfully access social service & mental health resources!
2012-13 (Y1, Baseline)!
2015-16 (Y5 target)!
64%! 75%!
Percentage of identified students and families, who each year…!
HS!K-8!
HS!
K-8!
K-8!HS!
2011-12 (Y0, Baseline)!
2012-13 (Y1)!
Page 1!CNCA-Annual Board Dashboard-2013!
(Y5 target)
(CA Y0 target)
824! 821!
855!866!
779!764!
790!775!
802!792!
750!
800!
850!
900!
2011-12 !(Y0, Baseline)!
2012-13 !(Y1)!
1
2 3 4 5 6 7 8 9 0
10 2 3 4 5 6 7 8 9
20 1 2 3 4
5 6 7 8 9
30 1 2 3 4 5 6 7 8 9
40 1 2 3 4 5 6 7 8 9
50 1 2 3 4 5 6 7 8 9
60 1 2 3 4 5 6 7 8 9
70 1 2 3 4 5 6 7 8 9
80 1 2 3 4 5 6 7 8 9
90 1 2 3 4 5 6 7 8 9
10
By 2022, 2,000 CNCA graduates are equipped with the skills, knowledge, and worldview necessary to be literate, critical thinkers and independent problem solvers.
As a result of this success, 90% have been accepted to, 80% have attended and 60% have graduated from a 4-year college within 6 years.
In order to achieve this success (“S”), CNCA must: A. Through extended investment and engagement in students, produce students who have the ability to engage in
rigorous reading, writing, critical thinking, speaking, and mathematical & scientific reasoning
B. Use a place-based approach to support the social and emotional development of students, and expose them to diverse cultural experiences and critical social perspectives
C. Recruit and develop quality educators and leaders committed to the “CNCA Way”
D. Ensure organizational sustainability with respect to financial management and human capital
CNCA Strategy Business Plan 2012-17 Annual Board Performance Dashboard (Y1, 2012-13) November 2013
(1) This represents 43% of CNCA 12th graders graduating from 4yr college within 6yrs. In comparison, only 31% of all high school graduates in the US (and only 17% of Hispanic students) will graduate from 4yr college in 6yrs (Source: National Center for Education Statistics, 2010) (2) High school graduation rate is calculated internally (3) API school averages calculated internally. Note: HSO Management Dashboard includes more details by site
By 2022, CNCA will have cumulatively graduated 2,000 “equipped” students
2,000 0 568
CNCA Graduates are Equipped, and College-Ready, College-Bound S
Y10 target = 80% Y10 target = 90% Y10 target = 95%
568 total graduates (tracking of “equipped” students in development)
Academics A
97% of 12th graders graduated HS2
79% of 12th graders were accepted into 4yr college…
…of which, 72% attended…
During the 2012-13 School Year…
A1. API Performance by School A2. API Performance Compared to Local Schools
HAR
BUR
CAS
CNHS
CIS
807 792
200
300
400
500
600
700
800
900
1000 Elementary Schools
K-8 Schools
Middle Schools
High Schools
District Schools
Charter Schools
CNCA
LAUSD = 749
= 1,000 students
3!
Page 2!CNCA-Annual Board Dashboard-2013!
68%! 66%!
21%! 19%!
0%!
20%!
40%!
60%!
80%!
100%!
2011-12 !(Y0, Baseline)!
2012-13 !(Y1)!
88%!
88%!
0%! 20%! 40%! 60%! 80%! 100%!
"The professional adult learning community challenges me to become a more effective, reflective teacher."!
Educators and Leaders C
Organizational Sustainability D
Place-Based Approach B Percentage of eligible students, who each year…!
B1. Participate in 4+ experiential learning opportunities!
2012-13 (Y1, Baseline)!
2015-16 (Y5 target)!
38%! 80%!
B2. Receive 1+ semester of visual or performing arts! 77%! 85%!
D1. Private philanthropy as % of operating budget! D2. Annual reserve as % of operating budget!Y5 target = 25%!
Academics (continued) A A3. CST ELA Proficiency! A4. CST Math Proficiency!
CNCA Strategy Business Plan 2012-17 Annual Board Performance Dashboard (Y1, 2012-13) November 2013!
Y5 target = 93%!
Percentage of teachers and leaders who believe…!
Y5 Math & ELA target = 80%!
Y5 target = 5%!
55%! 51%!65%! 62%!
0%!
20%!
40%!
60%!
80%!
100%!
2011-12 !(Y0, Baseline)!
2012-13 !(Y1)!
Y5 Math & ELA target = 80%!
3.7%!
6.8%!
0%!
2%!
4%!
6%!
8%!
10%!
2011-12 !(Y0, Baseline)!
2012-13 !(Y1)!
10.4%!
24.6%!
0%!
5%!
10%!
15%!
20%!
25%!
2011-12 !(Y0, Baseline)!
2012-13 !(Y1)!
42%!47%!48%!60%!
0%!
20%!
40%!
60%!
80%!
100%!
2011-12 !(Y0, Baseline)!
2012-13 !(Y1)!
A5. Reading Proficiency!
Y5 Reading target = 75%!
B3. Successfully access social service & mental health resources!
2012-13 (Y1, Baseline)!
2015-16 (Y5 target)!
64%! 75%!
Percentage of identified students and families, who each year…!
HS!K-8!
HS!
K-8!
K-8!HS!
2011-12 (Y0, Baseline)!
2012-13 (Y1)!
Page 1!CNCA-Annual Board Dashboard-2013!
(Y5 target)
(CA Y0 target)
824! 821!
855!866!
779!764!
790!775!
802!792!
750!
800!
850!
900!
2011-12 !(Y0, Baseline)!
2012-13 !(Y1)!
1
2 3 4 5 6 7 8 9 0
10 2 3 4 5 6 7 8 9
20 1 2 3 4
5 6 7 8 9
30 1 2 3 4 5 6 7 8 9
40 1 2 3 4 5 6 7 8 9
50 1 2 3 4 5 6 7 8 9
60 1 2 3 4 5 6 7 8 9
70 1 2 3 4 5 6 7 8 9
80 1 2 3 4 5 6 7 8 9
90 1 2 3 4 5 6 7 8 9
10
By 2022, 2,000 CNCA graduates are equipped with the skills, knowledge, and worldview necessary to be literate, critical thinkers and independent problem solvers.
As a result of this success, 90% have been accepted to, 80% have attended and 60% have graduated from a 4-year college within 6 years.
In order to achieve this success (“S”), CNCA must: A. Through extended investment and engagement in students, produce students who have the ability to engage in
rigorous reading, writing, critical thinking, speaking, and mathematical & scientific reasoning
B. Use a place-based approach to support the social and emotional development of students, and expose them to diverse cultural experiences and critical social perspectives
C. Recruit and develop quality educators and leaders committed to the “CNCA Way”
D. Ensure organizational sustainability with respect to financial management and human capital
CNCA Strategy Business Plan 2012-17 Annual Board Performance Dashboard (Y1, 2012-13) November 2013
(1) This represents 43% of CNCA 12th graders graduating from 4yr college within 6yrs. In comparison, only 31% of all high school graduates in the US (and only 17% of Hispanic students) will graduate from 4yr college in 6yrs (Source: National Center for Education Statistics, 2010) (2) High school graduation rate is calculated internally (3) API school averages calculated internally. Note: HSO Management Dashboard includes more details by site
By 2022, CNCA will have cumulatively graduated 2,000 “equipped” students
2,000 0 568
CNCA Graduates are Equipped, and College-Ready, College-Bound S
Y10 target = 80% Y10 target = 90% Y10 target = 95%
568 total graduates (tracking of “equipped” students in development)
Academics A
97% of 12th graders graduated HS2
79% of 12th graders were accepted into 4yr college…
…of which, 72% attended…
During the 2012-13 School Year…
A1. API Performance by School A2. API Performance Compared to Local Schools
HAR
BUR
CAS
CNHS
CIS
807 792
200
300
400
500
600
700
800
900
1000 Elementary Schools
K-8 Schools
Middle Schools
High Schools
District Schools
Charter Schools
CNCA
LAUSD = 749
= 1,000 students
3!
Board Level
Management Level
Board Level
Management Level
Operational / School Site Level
CNCA Board
Management Team
Individual School Sites
Board Level
Management Level
Operational / School Site Level
S
Camino Nuevo’s core beliefs:
￫ Every child is a human being worthy of investment
￫ Their failure is our failure, their success is our success
“So what?”
What does this mean for you?
