Educational Planning: Strategic, Tactical, OperationalExpert presentation of holistic planning for a learner-focused educational system. Integrates curriculum, facilities, personnel, finance, educational technology, and other significant planning tactics. |
Contents
Why Plan Strategically? | 3 |
An Educational Strategic Planning Framework | 6 |
Education Results Today and Tomorrow | 8 |
Working Harder Not Smarter | 9 |
Shifting Our Education Paradigm How We View and Interact with Our World | 10 |
Summary | 12 |
MegaPlanning A New and Practical Paradigm | 17 |
Another Critical Success Factor | 18 |
Mission and Function Analysis | 118 |
Mission Analysis | 120 |
A Management Plan | 121 |
Using a Discrepancy Analysis to Prepare the Mission Profile | 123 |
Function Analysis | 133 |
Level of Function Analysis | 134 |
Interactions | 136 |
Every Level of System Analysis Is Related to Every Other Level | 138 |
Asking and Answering the Right Questions | 20 |
MacroPlanning | 22 |
MicroPlanning | 23 |
There Is No More Real Argument | 24 |
The Organizational Elements Model | 27 |
The Common Good | 30 |
InsideOut Planning | 31 |
OutsideInPlanning | 32 |
The InsideOut Approach | 34 |
The OutsideIn Approach | 35 |
A Consolidated Approach | 36 |
Summary | 37 |
Strategic Planning Starts with the Ideal Vision | 39 |
Continuous Improvement toward the Ideal Vision | 45 |
Ideal Visions Are More Similar than Different | 46 |
Starting with an Ideal Vision | 47 |
Strategic Planning Is Practical Dreaming | 49 |
Identifying Mission Based on the Ideal Vision | 51 |
A Mission Object Is Derived from the Ideal Vision | 52 |
Defining the Mission | 55 |
Preparing Useful Objectives Including Mission Objectives | 56 |
Everything Is Measurable Everything | 59 |
Templates for Developing Useful Objectives | 60 |
Optional Template 4 | 61 |
An Example | 64 |
Deriving the Mission Objective from the Ideal Vision | 66 |
Identifying Existing Policies Rules Laws and Regulations as Part of the Determination of Mission | 69 |
Some Curriculum Consideration | 70 |
Summary | 73 |
Needs Assessment | 75 |
Needs Assessments Needs Analysis and Confusion | 77 |
Needs Assessments Will Identify and Document Problems Identify What Should and Shouldnt Be Changed and Recognize Opportunities | 79 |
Resolving Problems Using Needs Assessment | 81 |
The Nine Step of a Needs Assessment | 82 |
2 Identify the Three Needs Assessment and Planning Levels to be Included and Commit to the Mega Level as the Starting Place | 83 |
Include Both What Is and What Should Be in Planning | 85 |
3 Identify the Needs Assessment and Planning Partners | 87 |
4 Obtain Needs Assessment Partners Participation and Commitment | 89 |
The Linkages Among Mega Macro and Micro | 90 |
6 Collect Need Data Both External Outside the Organization and Internal Within Your Organization | 91 |
7 List Identified Documented and AgreedUpon Needs | 94 |
8 Place Needs in Priority Order and Reconcile Disagreements | 98 |
9 List Problem Selected Needs to Be Resolved and Obtain Agreement of Partners | 99 |
The Basic Steps of Holistic Educational Planning | 100 |
Summary of Basic of Needs Assessment | 103 |
Transitioning The Planning Phase | 111 |
Identify SWOTs Strengths Weaknesses Opportunities and Threats | 112 |
Gathering Information to Complete a SWOTs Analysis | 113 |
Select the Long and ShorterTerm Missions | 116 |
Function Analysis and Feasibility | 140 |
Deciding When to Stop Doing System Analysis | 141 |
Summary | 143 |
TACTICAL PLANNING | 147 |
Tactical Planning | 149 |
Prerequisites for MethodsMeans Analysis | 151 |
When Does MethodsMeans Analysis Begin? | 152 |
Uncovering MethodsMeans Information | 154 |
Match Methods and Means to Each Function and Task | 156 |
Procedure for Performing a MethodsMeans Analysis | 158 |
From System to System Analysis | 159 |
Approaches to System Analysis | 160 |
Techniques Oriented Primarily to Numbers and Facts | 161 |
Techniques Oriented Primarily to People and Judgment | 164 |
Summary | 167 |
Designing a Response | 168 |
Looking Ahead | 169 |
IMPLEMENTATION | 171 |
Integrating Strategic Planning Quality Management and Needs Assessment | 173 |
Definitions and Some Review | 174 |
A Discussion | 176 |
Quality Management is Appropriate for Education | 180 |
Making QM a Reality in Your Organization | 181 |
Putting QM Principles to Work in Education | 184 |
Doing a Needs Assessment for Quality Management Initiatives | 187 |
Where Should We Be Headed? A Brief Review | 189 |
The Strategic Planning Framework How It Relates to Quality Management | 190 |
Quality Management Plus QM + | 192 |
Do Most Total Quality Programs Go Far Enough? We Think Not | 193 |
Quality Management Plus QM + | 194 |
Whats to Be Gained By Using QM +? | 204 |
Delivering the Synergy | 205 |
Summary | 206 |
Delivering on the Strategic Plan | 209 |
The Strategic Plan Report | 210 |
The Elements of the Strategic Plan Report | 211 |
Putting the Strategic Plan to Work | 213 |
Making Buying or Obtaining the MethodsMeans | 214 |
Management and Continuous Improvement | 216 |
What Will Look Different as a Result of MegaLevel Strategic Planning? | 218 |
Making Operational Decisions Which Will Be Compatible with the Strategic Plan | 219 |
A School District Develops a Strategic Plan A Hypothetical and Partial Example | 223 |
Dealing with Beliefs and Values | 245 |
A Minimal Ideal Vision | 252 |
Glossary | 259 |
References and Related Readings | 271 |
281 | |
About The Authors | 285 |
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Common terms and phrases
accomplished achieve and/or approach Banathy basic basis beliefs and values building-block results Chapter client and beneficiary client satisfaction commits to deliver completed continuous improvement contribute create criteria Critical Success Factor cross-impact analysis current results decision define Derive determine develop Drucker educational partners educational planning educational system ends and means evaluation Figure focus function analysis gaps in results graduates identify implementation inputs Kaufman learners macro measurable meet mega mega-level Mega-Planning methods and means methods-means analysis Micro Micro Macro micro-level Minimal Ideal Vision mission analysis mission objective mission profile mission statement move needs assessment operational organizational elements outputs Paradigm School District's payoffs performance requirements planners planning partners planning process primary client problems programs provides ratio scale responsible school district selected society stakeholders steps SWOTS analysis system analysis Table tactical planning task analysis techniques tion tomorrow's Total Quality Management