succeeding at strategic planning harry bloom
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PEJE Assembly PresentationOctober 2010
SUCCEEDING AT STRATEGIC PLANNING:From SWOT to Board Agenda
Ida Crown Jewish Academy
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Presenters:
! Rabbi Leonard A. Matanky, Dean, ICJA
! Michelle Friedman, Immediate PastPresident ICJA Board
! Kevin Kirshenbaum, VP Strategic Planning
! Harry Bloom, Process Facilitator, Institute for UniversitySchool Partnership, Yeshiva University
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Executive Summary
1. External Consultants
2. Proven Process (It’s a Process, not a meeting)
3. Goal Setting Based on Facts
4. Partnerships of Professionals and Lay Leaders
5. Long Term Financial Plan that Forces Tradeoffs and Promotes Affordability and Quality
6. Use as Platform for Strategic Governance
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Strategic Planning Overview 20072008
" Committee formed
" Initial S.W.O.T. Analysis
" Laid groundwork
" Process not completed
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Strategic Planning Overview 20072008
Lessons Learned:" Need for objective analysis to break ties" Need for outside consultants" Need for Multiple inputs
" Faculty" Administration" Board" Parents" Community Leaders
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Strategic Planning Overview New Beginning: 20092010
! Yeshiva University (YU) Institute for UniversitySchool Partnership process facilitator! PEJE/YU financial support
! Use proven process adapted to ICJA
! Commitment to planning as part of evolution to strategic governance
! VP Strategic Planning as champion
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Strategic Planning:Process Overview
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S.W.O.T. AnalysisStrengths, Weaknesses, Opportunities and Threats
! September, 2008 – Board Retreat / SWOT analysis! Foci of study
! Affordability! Fundraising! Faculty Compensation / Recruitment! Supervision / Professional Development /
Curriculum ! Student Achievement
“on a number of the above issues, there was a lack of consensus over how we are currently doing, and a desire for analytic work to validate ICJA’s position”
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S.W.O.T. Analysis Outcomes9
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Strategic Planning:Working Groups
! Student Achievement / Metrics
! Professional Faculty
! Curriculum Development
! Fiscal Viability! Affordability / Finances! Fundraising / Endowment
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Strategic Planning:Committee Members! 9 ICJA Board Members
! 5 Professional Staff
! 3 Administrators / Principals
! 1 Associated Talmud Torahs (Central Agency)
! 5 Teachers
! 4 Community Leaders with expertise
! YU Institute for UniversitySchool Partnership consultants (Overall planning process, education, finance)
! PEJE / Measuring Success: Sacha Litman
! 3 Peer Schools ( Weinbaum Boca, Fuchs Mizrachi – Cleveland, Maimonides – Brookline)
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Strategic Planning:Timetable
! September, 2008 – Board Retreat / SWOT Working Session
! NovemberJanuary: Sub Committees and SWOT Analysis
! December – February 2009! Committee Charters and Workplans! Data gathering / refinement! Benchmark / Comparative Data! Thorough Educational Audit (Dr. Jeffrey Glanz,
YU)
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Strategic Planning:Timetable
! MarchApril 2009: Buyin and Goal Setting
! MayJune 2009: Board Presentation and Approval
! July 2009: Implementation Committees Begin to Work
! Ongoing Committee Reports to Board
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Strategic PlanningAdministrative Tracking Report
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Strategic Plan: Board ReportingOctober 13th Meeting
! Development: Deva Zwelling
! Finance: Michael London
! Faculty Recruitment/Compensation: D. Harris
! Professional Development: Jeremy Kahan
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Strategic Planning“The BIG Picture” – Critical Elements
! Every school needs future direction >> not just those in trouble
! 360° perspective avoids tunnel vision
! Expert outside counsel breaks bottlenecks and helps identify solutions
! Administrative/Board partnership is imperative
! Long term financial planning is vital… as is flexibility
! Planning as doorway to strategic governance
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Strategic Planning:
Chairing Strategic Planning
“Monday Morning Quarterback”
Kevin Kirshenbaum, M.D.
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Strategic Planning: Role of the Chair
! Champion the Process! Lay Leadership! Administration! Board! Parents
! Keep Process Focused! S.W.O.T., Data Research / Interpretation,
Goal/Action Plan Development, etc! PER Strategic Area of Concentration
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Strategic Planning:Successful Planning
! Developing Trust with Administration! Time! Research based data! Intermediary (consultants with “outside” view)! Buy in to every step along the way
! Keep Lay leadership focused! Individual parent agendas NOT the priority of
Strategic Planning! Buy in to every step along the way
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Strategic Planning:Potential Pitfalls
! Administration! Data Driven Decision Making vs. Historical
Assumptions! Teacher sensitive areas of focus (benchmarking,
expectations for professional development, etc.)! Stressing Administration! Day to Day Operations! Strategic Planning Process
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Strategic Planning:Potential Pitfalls
! Lay Leadership! Finding Sub Committee Leads that buy into
Strategic Planning! Hold Sub Committee Leads accountable ! Process! Deadlines
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Strategic Planning:Lessons Learned
! Consultants / Intermediary / Experts! Impasses: Data, Goal /Action Plan Development,
Metric / Monitoring
! Set Firm Deadlines
! Board Communication! Report Progress: Keep Board Informed and
engaged in process along the way! Expected Timeline: holds ALL accountable
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Strategic Planning:Implementation
! Head of School! Key to Implementation! True Partner in the process: EVERY STEP! Joint Effort! Cannot be Exclusively Board Driven
! Board President! Allow the Strategic Plan to drive Agenda of Board
( give up some autonomy, hold VP’s / Administration accountable to the Plan)
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Strategic Planning:ICJA Accomplishments to Date
! Finances! Establish line item for Strategic Planning that
impacts tuition / fundraising ! Consistent reporting of critical drivers of the
budget to board ! Ongoing impact on budget of priorities set by
Strategic Planning per domain ! Scholarship: revised scholarship process based
on benchmarking with other schools
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Strategic Planning:ICJA Accomplishments to Date
! Professional Development ! Mentoring program ! 3 Tier Plan
! Curriculum Review/Revision! Math! Tefillah(Prayer)
! Student Achievement! College Guidance: Revised process for both
students/parents! Databased tracking of Achievement
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Strategic Planning:ICJA Accomplishments to Date
! Student Achievement! College Guidance: Revised process for both
students/parents! Use of longitudinal standardized tests reports in
tracking of achievement
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Strategic PlanningQuestions for Consideration and Discussion
! What would your school’s SWOT analysis indicate?
! What might your school’s top 35 year goals be? Why?
! What would your school’s top 3 strategic initiatives need to focus on?
! How can Board and Administrative readiness for strategic planning be enhanced?
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