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The Strategic
Planning Process
EVANGELIO, VERNA JOY S.
MAED-SAS
Strategic Planning
Is an organization’s process of defining its
strategy, or direction and making decisions on
allocating its resources to pursue this strategy.
What do you want to do?
How do we best excel?
Where do we want the company to be?
An Academic Planning Process
1. Develop a
mission
statement.
2. Develop a set
of institutional
goal
3. Develop
learning
outcome
statement.
4. Describe
commencement
requirements.
5. Develop
planned course
6. Plan and
conduct a
comprehensive
needs analysis
7. Develop a list
of priorities for
action planning.
8. Develop
specific action
plan
9. Develop an
assessment
plans
10. Prepare a
professional
development
plan.
1. Develop a mission statement
 It involves establishing strong group consensus about the
unique purposes of the educational institution and its place
in the community that it serves.
 The mission statement must therefore be developed
through discussion among the various constituencies that
make up the school community.
 The educational vision of the school is derived from the
mission statement. It is often a concise summary of the
mission or hoe you expect your mission to play out for the
future
2. Develop A Set Of Institutional Goals
 The institution should next develop a set of goals that it
deems appropriate in the accomplishment of its mission.
 Goals are more specific and give direction to the action
that needs to take place to achieve them.
 An example of a goal would be “to provide an education
that addresses all dimensions of a student’s character,
mental, psychological, physical and spiritual.
3. Develop A Learning Outcomes Statements
 This process including transitional outcomes, should include the
outcomes of the students must achieve in order to meet the
institutional goals and progress from one level to the next.
 An example of a typical outcome statement might be “upon
completing the American history course, the students will have
the ability to research a topic on history, analyze its causes,
effects and determine its implications for the future.
 The current emphasis on the Outcomes-Based Education (OBE),
authentic assessment and portfolio assessment focuses quite
heavily on this step in the planning process.
4. Describe Commencement Requirements
 The logical next step to developing outcome statements
is to establish a set of criteria that will be used to
determine achievement of student learning outcomes
that are required for graduation.
 In other words, the number of outcomes and the degree
to which the outcomes must be mastered in order to
receive the culminating credential of the institution.
5. Develop Planned Course
 The essence of the conversion from a class time-based
system to a student learning outcomes-based system is
the revision of all academic courses to reflect student
learning outcome statements.
 The course should be developed to include a number of
the learning outcomes determined earlier. Courses
should be developed until all learning outcomes have
been incorporated into at least one of the courses.
6. Plan and Conduct a Comprehensive Needs
Analysis
 The needs analysis is a crucial part of the strategic planning
process. It must involve a comprehensive identification of both
internal and external strengths and weaknesses and include an
analysis of instructional practices.
 The process should rely on quantitative data whenever possible.
It should involve all stakeholders groups within the local
community, giving each opportunity to provide both hard data
and informed opinion.
 The result of the needs analysis should be the main tool in
developing priority goal areas for action planning.
7. Develop a List of Priorities for Action
Planning
 Priorities are identified by a process that applies the
information accumulated during the needs analysis to the list
of general institutional goals identified earlier.
 Those goals that show need for development action are
prioritized on the basis of their relationship to the identified
mission and on the severity of the need.
 One or more action plans are developed for each of the
priorities.
8. Develop Specific Action Plans
 The action plans identify the specific actions to be taken
to meet the identified priority needs. Action plans should
include:
a) Objectives
b) Major strategies to be completed
c) Projected timelines or completion date
d) The person or group responsible
e) Estimated cost, if any
f) Evaluation or assessment questions
9. Develop an Assessment Plan
 The assessment plan ascertains the degree to which the student
learning outcomes are achieved. The assessment plan should
include the following:
a) The general purpose of the assessment.
b) A description of the process to be used to develop and analyze
portfolios of student work, including variety of strategies.
c) A description of assessment procedures to be used.
d) A description of how assessment results will be.
e) A description o how the school will assist students who have not
demonstrated mastery of the outcomes.
f) A description of the process for notifying the public of assessment
results.
10. Prepare a Professional Development
Plan
 The final step in the academic planning process is to
prepare a professional development plan to train and
prepare the staff to implement the plans. This step is
especially important if new and innovative approaches
are required to implement the strategic plans.
SYSTEMS PLANNING
1. Identify the
problem based upon
documented needs.
2. Determine
solution
requirements and
solution alternatives.
3.Select solution
strategies from
among the
alternatives.
4. Implement
selected strategies.
5. Determine
performance
effectiveness.
6. Revise, as
required at any step
in the process

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The Strategic Planning Process - Copy.pptx

  • 2. Strategic Planning Is an organization’s process of defining its strategy, or direction and making decisions on allocating its resources to pursue this strategy. What do you want to do? How do we best excel? Where do we want the company to be?
  • 3. An Academic Planning Process 1. Develop a mission statement. 2. Develop a set of institutional goal 3. Develop learning outcome statement. 4. Describe commencement requirements. 5. Develop planned course 6. Plan and conduct a comprehensive needs analysis 7. Develop a list of priorities for action planning. 8. Develop specific action plan 9. Develop an assessment plans 10. Prepare a professional development plan.
  • 4. 1. Develop a mission statement  It involves establishing strong group consensus about the unique purposes of the educational institution and its place in the community that it serves.  The mission statement must therefore be developed through discussion among the various constituencies that make up the school community.  The educational vision of the school is derived from the mission statement. It is often a concise summary of the mission or hoe you expect your mission to play out for the future
  • 5. 2. Develop A Set Of Institutional Goals  The institution should next develop a set of goals that it deems appropriate in the accomplishment of its mission.  Goals are more specific and give direction to the action that needs to take place to achieve them.  An example of a goal would be “to provide an education that addresses all dimensions of a student’s character, mental, psychological, physical and spiritual.
  • 6. 3. Develop A Learning Outcomes Statements  This process including transitional outcomes, should include the outcomes of the students must achieve in order to meet the institutional goals and progress from one level to the next.  An example of a typical outcome statement might be “upon completing the American history course, the students will have the ability to research a topic on history, analyze its causes, effects and determine its implications for the future.  The current emphasis on the Outcomes-Based Education (OBE), authentic assessment and portfolio assessment focuses quite heavily on this step in the planning process.
  • 7. 4. Describe Commencement Requirements  The logical next step to developing outcome statements is to establish a set of criteria that will be used to determine achievement of student learning outcomes that are required for graduation.  In other words, the number of outcomes and the degree to which the outcomes must be mastered in order to receive the culminating credential of the institution.
  • 8. 5. Develop Planned Course  The essence of the conversion from a class time-based system to a student learning outcomes-based system is the revision of all academic courses to reflect student learning outcome statements.  The course should be developed to include a number of the learning outcomes determined earlier. Courses should be developed until all learning outcomes have been incorporated into at least one of the courses.
  • 9. 6. Plan and Conduct a Comprehensive Needs Analysis  The needs analysis is a crucial part of the strategic planning process. It must involve a comprehensive identification of both internal and external strengths and weaknesses and include an analysis of instructional practices.  The process should rely on quantitative data whenever possible. It should involve all stakeholders groups within the local community, giving each opportunity to provide both hard data and informed opinion.  The result of the needs analysis should be the main tool in developing priority goal areas for action planning.
  • 10. 7. Develop a List of Priorities for Action Planning  Priorities are identified by a process that applies the information accumulated during the needs analysis to the list of general institutional goals identified earlier.  Those goals that show need for development action are prioritized on the basis of their relationship to the identified mission and on the severity of the need.  One or more action plans are developed for each of the priorities.
  • 11. 8. Develop Specific Action Plans  The action plans identify the specific actions to be taken to meet the identified priority needs. Action plans should include: a) Objectives b) Major strategies to be completed c) Projected timelines or completion date d) The person or group responsible e) Estimated cost, if any f) Evaluation or assessment questions
  • 12. 9. Develop an Assessment Plan  The assessment plan ascertains the degree to which the student learning outcomes are achieved. The assessment plan should include the following: a) The general purpose of the assessment. b) A description of the process to be used to develop and analyze portfolios of student work, including variety of strategies. c) A description of assessment procedures to be used. d) A description of how assessment results will be. e) A description o how the school will assist students who have not demonstrated mastery of the outcomes. f) A description of the process for notifying the public of assessment results.
  • 13. 10. Prepare a Professional Development Plan  The final step in the academic planning process is to prepare a professional development plan to train and prepare the staff to implement the plans. This step is especially important if new and innovative approaches are required to implement the strategic plans.
  • 14.
  • 15. SYSTEMS PLANNING 1. Identify the problem based upon documented needs. 2. Determine solution requirements and solution alternatives. 3.Select solution strategies from among the alternatives. 4. Implement selected strategies. 5. Determine performance effectiveness. 6. Revise, as required at any step in the process