BOARD RETREAT5/14 /11

Strategic Planning Update

Strategic Planning

What: Plan to achieve growth outlined in the charter and desired by our school community

Who: Strategic planning committee with stakeholder representatives assisted by a budget work group

How: 1) Through community input on key questions; 2) Through research on best practices; 3) Through detailed financial analysis and planning

Synthesis of Stakeholder Input

What people value most: the mission and model, social emotional development, community

What people want to see in the future: excited for additional service learning, math and science programming, ASP enrichment offerings, technology in the classroom, etc.

Synthesis of Stakeholder Input Continued

What people want to see at the middle and high school level: rich curriculum (APs, foreign languages, electives, internships, etc.) and extra curricular offerings (clubs, drama, sports, etc.)

What people are most concerned about: maintaining the model through the upper grades, ensuring schools remain diverse, rigorous, competitive, with tight knit community and sustained focus on social emotional development, security, facilities

Research

Sources and process - CCSA, ExED, USC, NCSRP, CSMC, NRCCSFG, MYM, local charter networks, etc.

Key findings: Create a strategy for growth – know why you are growing,

avoid being overly aggressive or opportunistic merely following the funding or facilities

Define what you are replicating, ensure effective design implementation with growth,

Money matters – financial planning is key Avoid staff overload, invest in people early, identify and staff

key positions to support growth, recognize skill set to start a school is different than the skills needed to run a group of them

Budget Considerations

• Develop budget for 2011-2012 that prioritizes funding what the community values most

• Integrate resources needed to grow in to budget for 2011-2012 and beyond

• Analyze financial impact of different growth options• Access to PCSGP start up grant funding (up to $600k

per school)• Access to CDE revolver loan (up to $250k per school)• Different per pupil funding rates for different types of

schools (elementary v. middle v. high v. blended)

Recommendation

Build budget for 2011-2012 to prioritize funding according to what community values most

Based on the stakeholder input it is clear that in order to achieve the community’s vision of a K-12 option with a desire to maintain the model and have rich competitive programming (both curricular and extracurricular) it is necessary to have a high school of 400+ students (100+/grade)

CWC has 60 students/grade = high school of 240 students

In order to reach that vision, another elementary school soon would create a pool of students to join CWC students at a 400+ student high school

Recommendation continued

There are different ways to get there: Single K-12 school 2 K-8s and 1 high school 2 K-5s, 1 middle school, and 1 high school 2 K-5s, 1 span secondary school (6th-12th grade) We are doing a comparative analysis of these models

looking at the impact on the educational program, school culture, students, parents and staff, the availability of public and private funding, the cost to operate, the governance, facilities and staffing implications, etc.

Comparative Analysissingle k-12 k-5, k-5, 6-12 k-8, k-8, 9-12

k-5, k-5, 6-8, 9-12 k-8, k-5, 9-12

Matriculation automatic no, 1 transition no, 1 transition no, 2 transitions automatic

Continuity most continuity for students more continuity more continuity least continuity

most continuity for students

Public Funding

would have the blended k-12 per pupil funding rate ; would not be eligible for nearly $2m in start up grant and CDE revolver funding

would have the blended per pupil rate at the 6-12 which is qualifies for 2 additional start up grants and CDE revolvers

would have blended rate for k-8s ; would qualify for 2 additional start up grants and CDE revolvers

would have the best per pupil funding; would qualify for 3 additional start up grants and CDE revolvers

would have the elementary rate at the k-5, the blended at the k-8 and the h.s. rate at h.s., would qualify for 2 additional start up grants and CDE revolvers

Private Funding not generally attractive to charter funders

attractive to funders

attractive to funders

attractive to funders

attractive to funders

Cost to Operate lower admin cost - spread over single school (presumably same site, same leader, same office mgr, shared asp, pe, art, music, sped staff, etc)

nd 3 site leaders, 3 office managers, What about personnel for art, music, pe, asp, etc.

nd 3 site leaders, 3 office managers, What about personnel for art, music, pe, asp, etc.

nd 4 site leaders, 4 office managers, What about personnel for art, music, pe, asp, etc.

nd 3 site leaders, 3 office managers, What about personnel for art, music, pe, asp, etc.

Facilities 1-2 sites 1-3 sites 1-3 sites 1-4 sites 1-2 sites

Governance 1 board 1-3 boards 1-3 boards 1-4 boards 1 board

Draft Budget for New Charter

Assumptions 240 K-3 students 1 Assistant Principal, 1 Office Staff, 20:1 with teacher

and TA in every class Prop 39 space at similar to current costs Some capital cost to launch (most covered by prop 39) Start up grant, CDE revolver and fundraising at

current level ($1300/family x 240 students)Expensive to launch because of deferrals

(cashflow)

Critical Factors for Growth

Sufficient demand – must have documented demand (signatures for petition and for Prop 39 app by November 2011)

Sufficient funding for cashflow – will need start up funding to hire staff, pay bills in advance of PCSGP and PENSEC

Facilities Staff – sufficient bandwidth to do launch both the middle

school and new charter the same yearCircle back with Mark and his larger vision and the work

he’s been doing on a parallel track to launch a network of schools to see if there is a natural synergy and if it’s logical to merge efforts and how we go about doing that

Next Steps

Connect with Mark Gordon about alignment on vision and support for future growth

Authorize pursuit of new charter subject to certain preconditions to submit: Percentage of funds needed in first year raised Documented interest of prospective students and staff Facilities options researched