Strategic Planning

Strategic Planning Process

Strategic planning, when done right, does not have to be frustrating, unproductive, costly, or divert the energies of your school’s leadership. If developed properly, the process will stimulate community support and focus resources for your school’s continued development and provide a clear competitive advantage and business model aligned to your mission and inspires your community. The purpose of your strategic plan is to lay out a road map to achieve your mission and vision; moving away from being “reactive” – solving today’s problems – towards being “proactive” – eliminating problems in the future and taking advantage of opportunities. Your plan should provide a framework that enables your school to focus and coordinate your resources, work towards common goals, assess and adjust as you move forward, and focus your board’s priorities and inspire your staff and community. The planning process addresses a series of questions that examine assumptions, incorporate information about the present, and anticipate the world in which the school will be working and determine how you will get there. It asks:

  1. Where is your school now?
  2. Where do you want your school to be?
  3. How does your school get there?
  4. How does your school measure progress and know you’ve gotten to your destination?

Our planning approach results in both the “compass” and “road map” to support your school in the development and implementation of a measurable plan to focus school improvement; maximizing educational, operational, governance, and financial performance while linking priorities of the Board with Senior Administration’s within an Action and Operational Plan. The diagram below illustrates key elements of our planning process.

Strategic Planning Approach

Our planning approach typically encompasses a series of onsite retreats and optional focus groups over a six to eight month period, culminating in the development of your strategic plan and action plan for implementation in the coming school year. The resulting plan will provide recommendations for the ongoing development by maximizing your school’s strengths, anticipating challenges, reducing weaknesses, and developing proactive strategies to improve your school’s performance. All of which can be customized to your requirements and pricing. Provided below is an overview of the stages of our planning approach. Stages 1 and 2 complete an analysis of the current structure and operation of the Catholic schools in the school and identify the key issues to be addressed. Stages 3 to 5 define the recommendations for development of long- and short-term goals and objectives to enable your school to best accomplish your mission for the next five to ten years.

Listed below is an overview of the methodology and steps HEG uses to develop your school’s strategic plan:

  1. Project Set-Up: Confirm Scope Of Planning Process
  2. Committee Development: Assemble Board Steering Committee, Strategic Planning Committee, & Focus Groups
  3. Assess Environment (Focus Groups & Surveys): Gather Data & Perceptions On School Performance & Factors Impacting School
  4. Strategy Development (Conduct Retreat #1: To Develop Mission, Vision, Core Values, Goals, & Objectives
  5. Action Plan Development: (Conduct Retreat #2): To Develop Tasks To Achieve Goals And Objectives, Identifying Timelines, Roles, Costs, & Measurable Indicators Of Performance
  6. Online Survey (Community Feedback On Draft Plan): Gauge stakeholder reaction to draft strategic plan draft (mission, vision, goals, objectives)
  7. Finalization & Approval: Board Approves Final Version of Strategic Plan (Mission, Vision, Core Values, Goals, & Objectives) & Prepares For Public Presentation
  8. Implementation: Board & Administration Prepare and Execute Plan (Strategic, Action, And Operation) & Monitor Results
  9. Monitor & Revise: Assess Results & Adjust Plan Annually

Education Consulting Services - Stategic Planning

Recent Strategic Plans & Clients

Provided below is a list of districts and schools HEG has completed strategic plans for
 
Forest Lake Education Centre
Longview, Florida
Grades PreK-8, Private, Non-Profit, Adventist Day School (larges in US)

Harbert Hills Academy
Savannah, Tennessee
Grades 8-12 ,Private, Non-Profit, Religious Day/Boarding School

Sacred Heart School
Delta, British Columbia
Grades K-7, Independent Catholic Non-Profit  Day School

International School of Ulaanbaatar
Ulaanbaatar, Mongolia
Grades PreK-12, Private, Non-Profit, International Baccalaureate Day School

North Jakarta International School
Jakarta, Indonesia
Grades PreK-12, Private, For Profit, International Day School

Metropolitan School Of Panama
Panama City, Panama
Grades PreK-12, Private, For Profit, International Baccalaureate Day School

King Abdullah Bin Abdul-Aziz Public Education Development Project
Riyadh, Saudi Arabia
Development of the National K-12 education strategic plan for Saudi Arabia

Mascenic Independent School District
Mascenic, New Hampshire
Grades K-12, Independent School Districtg

Wilton-Lyndeborough Cooperative School District
Wilton, New Hampshire
Independent K-12 School District

Queen Margaret's School (QMC)
Duncan, British Columbia
Grades K-12, Private, Non-Profit Day/Boarding Preparatory School

West Point Grey Academy
Vancouver, British Columbia
Grades PreK-12, Private, Non-Profit Day Preparatory School

Aberdeen Hall Preparatory School
Kelowna, British Columbia
GradesK-11, Private, Non-Profit Day Preparatory School
Recent Strategic Plans

 

Our President, Douglas Halladay, has led the development of numerous strategic plans for private schools world-wide. Provided below are downloadable links to a number strategic plans we have developed for private schools (A number also include their action plans). Click on the school to open a link to their strategic plan:

International School Ulaanbaatar Strategic Plan and Action Plan

Forest Lake Education Center Strategic Plan

Mascenic School District Strategic Plan

Queen Margarets School Strategic Plan

Sacred Heart School Strategic Plan

Harbert Hills Academy Strategic Plan

If you are interested in our school formation consulting services and would like to receive written material about HEG, or would like to discuss your particular needs, please contact HEG directly to find out more about our services. You can set this up by sending an email to info@halladayeducationgroup.com or calling directly at +1-800-687-1492. We invite you to continue browsing our web site.

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