St. Monica School Strategic Planning Update

STRATEGIC PLAN DEVELOPMENT:

STRATEGIC PLAN DEVELOPMENT An Update on the Strategic Planning Process for St. Monica School 16 December 2010 Scott Ford scottyford@msn.com

Agenda:

101216 SMS Strategy - Update for SMS Website 2 Agenda Status Where we are in the process Analysis How we’re learning from the information collected so far Next Steps What’s around the corner

The Strategic Plan Development Cycle:

101216 SMS Strategy - Update for SMS Website 3 The Strategic Plan Development Cycle Understand Current State Define Desired Future State Develop Strategic Plan Survey Results Stakeholder Interviews Focus Groups Briefing Meetings Strategic Planning Retreat Action Planning Retreats

Milestones:

101216 SMS Strategy - Update for SMS Website 4 Milestones Complete

Stakeholder Interviews:

101216 SMS Strategy - Update for SMS Website 5 Stakeholder Interviews Stakeholder: Any individual with a vested interest in a process or project. In this case we are gathering information from stakeholders with leadership positions within the school, parish, and diocese. 20 individuals were interviewed during September, October, and November 2010. Over 600 comments were documented. This analysis is not intended to be statistical in nature; the discussions were free-form and did not follow a designed questionnaire. The intent was to encourage and allow each stakeholder to share views developed during their normal work or association with the school.

Focus Groups:

101216 SMS Strategy - Update for SMS Website 6 Focus Groups Nine groups were scheduled to: Provide multiple opportunities to participate. Recruit participants from across the entire school family and parish population. 69 volunteers participated in the focus groups.

Focus Groups:

101216 SMS Strategy - Update for SMS Website 7 Focus Groups SWOT Analysis was used to foster idea generation. Strength-Weakness-Opportunity-Threat Participants wrote ideas relative to each zone and placed them on an easel. Over 1,100 ideas were generated.

Focus Groups:

101216 SMS Strategy - Update for SMS Website 8 Focus Groups Like the Stakeholder Interviews, this process was not intended to be statistical in nature. Focus groups provide the opportunity for both outspoken and shy individuals to participate. Ideas presented by one individual often spark additional ideas in others. Discussion of some topics leaned towards venting, but the discussion was guided towards constructive results. All of the focus groups were productive.

Analysis:

101216 SMS Strategy - Update for SMS Website 9 Analysis Understand Current State Define Desired Future State Develop Strategic Plan Survey Results Stakeholder Interviews Focus Groups Common Topics Topics variation between groups Topic variation within group Potential Objectives

Analysis Potential Strategic Plan Elements:

101216 SMS Strategy - Update for SMS Website 10 Analysis Potential Strategic Plan Elements Catholic Identity Business Model and Value Proposition Competitive Arena Finance/Funding Academics/Curriculum Marketing/Development Faculty/Staff Facilities Technology Governance Capacity Enrollment Demographics Campus Life Performance Metrics While these elements are heavily inter-related, covering them during information gathering helps ensure a robust plan.

Analysis Stakeholder Interviews:

101216 SMS Strategy - Update for SMS Website 11 Analysis Stakeholder Interviews Collected over 600 comments from 20 Stakeholders.

Analysis Focus Group Data:

101216 SMS Strategy - Update for SMS Website 12 Analysis Focus Group Data Over 1,100 comments gathered. These charts are initial summaries. In-depth analysis is ongoing.

Analysis Focus Group Data:

101216 SMS Strategy - Update for SMS Website 13 Analysis Focus Group Data Over 1,100 comments gathered. These charts are initial summaries. In-depth analysis is ongoing.

Next Steps Planning Retreats:

101216 SMS Strategy - Update for SMS Website 14 Next Steps Planning Retreats Understand Current State Define Desired Future State Develop Strategic Plan 5 Mar 2011 Survey Results Stakeholder Interviews Focus Groups Common Topics Topics variation between groups Topic variation within group Potential Objectives 22 Jan 2011

Slide 15:

101216 SMS Strategy - Update for SMS Website 15 Questions? Scott Ford scottyford@msn.com