Implementing a Successful Strategic Plan 6-26-17 · 2017-07-20 · Title: Microsoft PowerPoint - Implementing a Successful Strategic Plan 6-26-17 Author: nwilliams Created Date: 7/18/2017

© COPYRIGHT 2017 SCHOOL NUTRITION ASSOCIATION | #ANC17 | ATLANTA, GA© COPYRIGHT 2017 SCHOOL NUTRITION ASSOCIATION | #ANC17 | ATLANTA, GA

Implementing a Successful Strategic Plan for your School

Nutrition ProgramMark Watson - Assistant Director

Orange County Public Schools

© COPYRIGHT 2017 SCHOOL NUTRITION ASSOCIATION | #ANC17 | ATLANTA, GA

Pre- Quiz

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What Will Be Covered• What is a Strategic Plan• Why we need an Strategic Plan• Who are the Strategy Makers & Stakeholders• What are the items you need to start your plan• How do you start a Strategic Plan• Who are the Stakeholders• How to get your staff started and how to keep them engaged


What is a Strategic Plan• Is an organizational management activity that is used to set

priorities, focus energy & resources, strengthen operations, ensure that employees & other stakeholders are working toward common goals. Also establish agreement around intended outcomes or results.


Why we need an Strategic Plan


Strategic Planning ProcessThings Every Organization Should Know

Why do we exist? ↔ Mission

What do we want our future to look like? ↔ VisionWhat do we need to accomplish? ↔ Goals and Objectives

How are we going to do it? ↔ StrategiesHow will we implement our Strategies? ↔ Projects

How will we know our Strategies are working? ↔

Measures, Baseline and Targets

Are we going to meet or exceed our targets? ↔ Leading Indicators (KPI)

Did we reach our Objectives? ↔ Lagging Indicators (KPI)

What changes should we make along the way? ↔

Adjust Strategies and Objectives (Performance Improvement Plan)


What is needed for a Strategic Plan

• Stakeholders• Customer Surveys• Environmental Scan• SWOT Analysis (Internal and External)• Strategy Map (Business Plan)• SMART Measurable Objectives• PDCA (Plan, Do, Check, and Act)• Deadlines• Scorecards• Performance Improvement Plan


Senior Director, Asst. Director, & Area managers

Field managers & Dept. managers

School based managers

Strategy Makers

WMS1

Slide 8

WMS1 Watson, Mark S., 6/26/2017


How to StartStart with mission from your School Board

Example: One of Orange County Public Schools missions is:Intense Focus on Student Achievement.

FNS knows that without nutritional meals OCPS can not achieve this mission. Our strategy is to make sure all students have 100% access to nutritional meals


The Process

•Internal•External

Scan•Scenarios•Options

Interpret

•Strategic Directions•Plan & Implement

Decide

Plan

Do

Check

Act

Monitor, Measure, & Report

Strategic ThinkingGenerating OptionsWhat can happen?

Strategic Decision MakingMaking ChoicesWhat will we do?

Strategic Planning

Taking ActionHow will we do it?

http://www.slideshare.net/mkconway/environmental‐scanning‐what‐it‐is‐and‐how‐to‐do‐it


SMART Objectives• Measureable objectives (Goal) should be SMART1. S = Specific2. M = Measurable3. A = Achievable4. R = Relevant5. T = Time-bound


Core Objectives (Goal)• List out what core objectives you are trying to achieve.• Each Core Objective should have a SWOT analysis performed.• Four things you have to list in an SWOT analysis:1. Strengths2. Weaknesses3. Opportunities4. Threats


Internal SWOT AnalysisSWOT Analysis

Internal Analysis• Current Employees• Current Customers• Current Markets• Current Vendors• Current Partners• Current Stakeholders

• Create a SWOT Analysis for each Core Function

Identify score card data that supports your department Core Functions:1. What are the contributing processes to these strengths or weaknesses?2. How can you change the processes to increase strength and reliability?3. How can you ensure the sustainability of strong processes? (Threats can impact

Strengths)


External SWOT AnalysisOpportunities and threats are business influencers from external sources. The introduction and use of home computers eliminates the need for typewriters both at home and in business. The use of wireless laptops and cellular devices at school is completely changing the learning landscape and how students order meals.

How will Opportunities and Threats affect core functions?

Create a SWOT Analysis for each Core Function

External Analysis• Your Industry• Your Competitors• Demographics• Economic Indicators• Technological• Legal or Political• Environmental• Social Indicators

SWOT Analysis


Environmental ScanENVIRONMENTAL SCAN: A FOUNDATION FOR THE FY18 UPDATE TO 5‐YEAR STRATEGIC PLAN

INDUSTRY TRENDS & REGULATION

INDUSTRY TRENDS ‐ POSITIVE

Positive industry trends are defined as actions being taken by multiple agencies, organizations, companies, etc. that are designed to continuously improve results. They will be found in association information, industry periodicals, conferences, and other sources of information. Trends will be seen as reliable over time as opposed to “idea of the day.” Trends will be supported with data and/or some other evidence based information to illustrate its credibility. What is Trending? How Does it Help Your Department? Source of

Information Financial: Improves financial efficiency and cost mgt., etc.

Operational: Improves performance, outcomes, operational efficiency, quality, etc.

Organizational: Improves knowledge, training, recruitment, retention, etc.

Technology: Improves automation, data analysis, program mgt., etc.

Customer: Improves the customer experience and our knowledge of customer perspective

Other:


Customer Surveys

Customer surveys should be conducted for different parts of your objectives. This tells you if your objective are inline with what your

customers are looking for.


Strategy MapOperations Division

Food & Nutrition Services DepartmentBusiness Plan2017‐2022


Director level (Strategic) Scorecard

% of Meals served to F/R eligible studentsBASELINE

FY16TARGET FY17

YTD AUG SEP OCT NOV DEC JAN FEB MAR APR MAY

BreakfastP2 and CEP schools ‐ meals served at no charge (not Universal unless both meals)ES 58% 53% 54% 48% 49% 47% 48% 49% 49% 50% 47%MS 63% 56% 62% 66% 66% 67% 68% 70% 72% 73% 70%HS 38% 31% 46% 39% 41% 42% 42% 45% 44% 44% 35%

LunchP2 and CEP schools ‐ meals served at no charge (not Universal unless both meals)ES 89% 91% 90% 87% 87% 87% 88% 86% 87% 87% 85%MS 90% 91% 94% 94% 93% 93% 94% 94% 94% 94% 92%HS 60% 66% 76% 70% 71% 72% 72% 73% 71% 70% 57%

BreakfastAll schools ‐ Free & Reduced meals servedES 42% 42% 43% 42% 43% 43% 43% 43% 41%MS 46% 48% 49% 49% 50% 51% 52% 53% 51%HS 27% 30% 32% 32% 32% 34% 33% 33% 27%

LunchAll schools ‐ Free & Reduced meals servedES 80% 82% 83% 84% 84% 83% 83% 83% 81%MS 84% 86% 85% 85% 86% 85% 84% 85% 82%HS 60% 63% 64% 64% 65% 64% 61% 61% 50%

Number of schools serving SupperNumber of schools eligible to serve Supper 141 141 141 141 141 141 142 142 142 142Number of schools sign up for Supper 112 118 126 131 131 131 133 133 133 134Number of schools serving Supper 97 110 122 123 123 123 123 127 128 125% of schools signed up for Supper (# of schools signed up/# of schools eligible) 79% 84% 89% 93% 93% 93% 94% 94% 94% 94%% of schools serving Supper (# of schools serving/# of schools eligible) 69% 78% 87% 87% 87% 87% 87% 89% 90% 88%

% participation in schools serving supperES 11% 13% 14% 14% 13% 13% 14% 13% 12% 11%MS 7% 11% 12% 12% 11% 11% 12% 11% 11% 6%HS 1% 4% 5% 5% 5% 5% 5% 4% 4% 2%

Customer Survey and Focus Groups per month NA 2 1 0 3 0 1 0 2Community Meetings or District Meetings 1 0 1 1 1 0 1

On‐Sites # finished NA N/A 54 39 26 9 15 36 10 5 # passed NA N/A 50 30 25 8 15 33 10 4 # failed NA N/A 4 9 1 1 0 3 0 1


Field managers (Tactical) Scorecard

• MCS FY17 Participation Report v2 YTD 4-17 (2).xlsx


School Based Managers (Operational) Scorecard


KPI Worksheet


KPI Board for School Based Staff


Performance Improvement PlanSchools with Participation

Increase YTD from Last Year


Keeping your Staff Engaged • Empower your Field managers and school based managers.• Put some competition into it.• Make sure that the school based staff is involved.• Post Goals and results for all to see.• Post results at the minimum every month.• Recognize good results and coach on not so good results.• Have your field managers present results at a staff meeting.• Have school based managers conduct best practice meeting with

their peers.


Post - Quiz

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Questions & Answers

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PROFESSIONAL STANDARDS CODE

• Presentation Title: Implementing a Successful Strategic Plan for your School Nutrition Program

• This session provides one (1) CEU– Key Area: Administration– Professional Standards Code: 3220

Documents

Implementing a Successful Strategic Plan 6-26-17 · 2017-07-20 · Title: Microsoft PowerPoint - Implementing a Successful Strategic Plan 6-26-17 Author: nwilliams Created Date: 7/18/2017