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Creating More Engaged Advisory Board Members Through Strategic Planning 2009 Institute for Staff DevelopmentStudents Today, Leaders Tomorrow
What Do You Mean – Strategic Planning? Strategic planning determines Where an organization is going over the next year or more (goals) How it’s going to get there (action items and who is responsible and by when) How  it will know if it got there or not  2009 Institute for Staff DevelopmentStudents Today, Leaders Tomorrow
Logistics for a Successful Meeting When should we hold the meeting? At the end of a school year for the next year or  At the beginning of the school year – August is a good time How much time do we need? Best case is a four to six hour time frame It can be done in two hours if it is well facilitated Best scenario would be 9:00 – 1:00 including lunch or 3:00 – 7:00 also with food 2009 Institute for Staff DevelopmentStudents Today, Leaders Tomorrow
Where should we hold it? Comfortable room with an oval or U-shaped configuration so everyone can interact with each other (a board member’s conference room is perfect and they may buy lunch) Who should be invited? All board members (predominately business leaders plus director, educational partners and student members) Necessary Supplies Flip chart, paper, tape and pens Computer and projector Name tags or table top name cards and candy 2009 Institute for Staff DevelopmentStudents Today, Leaders Tomorrow
Necessary supplies Flip chart, paper, tape and pens Computer and projector Name tags or table top name cards  Candy  Meeting facilitator Use someone who is not on the board or closely affiliated with the academy or school (district person, volunteer, student with experience facilitating) 2009 Institute for Staff DevelopmentStudents Today, Leaders Tomorrow
Establish Outcomes Develop a workable plan  Realistic but stretch goals Strategies or actions to meet the goals Assigned responsibilities Due dates Strengthen the camaraderie of the board Get commitments from each board member Have Fun 2009 Institute for Staff DevelopmentStudents Today, Leaders Tomorrow
Agenda Welcome and Set the Stage (Board chair) Introductions and Housekeeping (Director) Accomplishments of past year (use videos, pictures, students telling stories) (Director) Develop opportunities and challenges (group exercise) Develop and agree on goals and priorities (group exercise) Determine committee structure based on goals (ask for volunteers) Develop actions necessary to meet goals (by committee) Next Steps (Director and board chair)  Wrap-up and Commitment (each member) -   Adjourn   2009 Institute for Staff DevelopmentStudents Today, Leaders Tomorrow
Ground Rules 2009 Institute for Staff DevelopmentStudents Today, Leaders Tomorrow
Introductions Purpose of Introductions is to get to know each better  Examples of questions to ask when introducing (use only a couple along with name, title and organization name) Name the teacher who had the most effect on you and why What do you most enjoy doing aside from work?: If you were in high school today, what career academy theme would you pick? Why do you personally get from your involvement on this board? What does your business get from your involvement on this board? What is the most frightening thing you’ve ever done? 2009 Institute for Staff DevelopmentStudents Today, Leaders Tomorrow
Opportunities and Challenges What can we capitalize on that is happening  in the industry,  the community and  the district/school/academy What obstacles or challenges are we faced with in the industry,  the community and  the district/school/academy 2009 Institute for Staff DevelopmentStudents Today, Leaders Tomorrow
Goal Setting Examples By the end of next year we will have an advisory board with ___ members representing (specific name) companies By next summer we will have identified paid internships for _____ students We will incorporate (specific name) NAF courses into our curriculum We will have developed a list of ______ organizations who will speak to our classes; host job shadows; host field trips Our teachers will have professional development opportunities to enhance their ability to work together and to enhance their teaching skills We will have raised $_______ for field trips, scholarships and other costs We will fund an administrative intern to help the with Director duties We will recruit _____ students for the following year We will develop various marketing and communications tools 2009 Institute for Staff DevelopmentStudents Today, Leaders Tomorrow
Prioritizing Goals 2009 Institute for Staff DevelopmentStudents Today, Leaders Tomorrow The easiest and fastest way to prioritize is to board all suggested goals and using colored dots, give each member 5 dots and ask them to “spend” their dots any way they want depending on which goals they think are most important and most reachable.
Developing Strategic Actions to Meet Goals Form groups – perhaps committees – by interest area Brainstorm ways to meet the goals For each strategic action, determine What needs to be accomplished What resources are needed When it will be completed Who will be the lead and who will be on the “committee” How will success be measured 2009 Institute for Staff DevelopmentStudents Today, Leaders Tomorrow
Next Steps Set a regular schedule and location for board meetings (at the school if possible) Plan that advisory board meetings will have agendas and be participatory and celebratory  (Examples) What did we accomplish this month How did it work What should be modified Who should be commended  How will it be communicated and publicized Next steps for each subsequent meeting 2009 Institute for Staff DevelopmentStudents Today, Leaders Tomorrow
Committee formation Committee responsibility Committee chairs Meeting schedules (committee meetings should be scheduled so that reports can be made at the subsequent Advisory Board meetings) Assign the administrative responsibilities for getting the minutes completed, communicating the agenda and location (this should not necessarily be the academy director) 2009 Institute for Staff DevelopmentStudents Today, Leaders Tomorrow
Celebrate Success Recognition of work done Web site and newsletter publicity Thank you letters to bosses and corporate heads Frequent press releases Inclusion of work completed and recognition at every possible opportunity Presentations at school board meetings Student involvement in recognition  2009 Institute for Staff DevelopmentStudents Today, Leaders Tomorrow
Plus/Delta 2009 Institute for Staff DevelopmentStudents Today, Leaders Tomorrow
Questions and Examples  What have you done in your academies to develop and meet goals and to celebrate accomplishments? What would you like to know to be better able to facilitate strategic planning? How can we (NAF) help? How can the network help?

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Strategic planning

  • 1. Creating More Engaged Advisory Board Members Through Strategic Planning 2009 Institute for Staff DevelopmentStudents Today, Leaders Tomorrow
  • 2. What Do You Mean – Strategic Planning? Strategic planning determines Where an organization is going over the next year or more (goals) How it’s going to get there (action items and who is responsible and by when) How it will know if it got there or not 2009 Institute for Staff DevelopmentStudents Today, Leaders Tomorrow
  • 3. Logistics for a Successful Meeting When should we hold the meeting? At the end of a school year for the next year or At the beginning of the school year – August is a good time How much time do we need? Best case is a four to six hour time frame It can be done in two hours if it is well facilitated Best scenario would be 9:00 – 1:00 including lunch or 3:00 – 7:00 also with food 2009 Institute for Staff DevelopmentStudents Today, Leaders Tomorrow
  • 4. Where should we hold it? Comfortable room with an oval or U-shaped configuration so everyone can interact with each other (a board member’s conference room is perfect and they may buy lunch) Who should be invited? All board members (predominately business leaders plus director, educational partners and student members) Necessary Supplies Flip chart, paper, tape and pens Computer and projector Name tags or table top name cards and candy 2009 Institute for Staff DevelopmentStudents Today, Leaders Tomorrow
  • 5. Necessary supplies Flip chart, paper, tape and pens Computer and projector Name tags or table top name cards Candy Meeting facilitator Use someone who is not on the board or closely affiliated with the academy or school (district person, volunteer, student with experience facilitating) 2009 Institute for Staff DevelopmentStudents Today, Leaders Tomorrow
  • 6. Establish Outcomes Develop a workable plan Realistic but stretch goals Strategies or actions to meet the goals Assigned responsibilities Due dates Strengthen the camaraderie of the board Get commitments from each board member Have Fun 2009 Institute for Staff DevelopmentStudents Today, Leaders Tomorrow
  • 7. Agenda Welcome and Set the Stage (Board chair) Introductions and Housekeeping (Director) Accomplishments of past year (use videos, pictures, students telling stories) (Director) Develop opportunities and challenges (group exercise) Develop and agree on goals and priorities (group exercise) Determine committee structure based on goals (ask for volunteers) Develop actions necessary to meet goals (by committee) Next Steps (Director and board chair) Wrap-up and Commitment (each member) - Adjourn   2009 Institute for Staff DevelopmentStudents Today, Leaders Tomorrow
  • 8. Ground Rules 2009 Institute for Staff DevelopmentStudents Today, Leaders Tomorrow
  • 9. Introductions Purpose of Introductions is to get to know each better Examples of questions to ask when introducing (use only a couple along with name, title and organization name) Name the teacher who had the most effect on you and why What do you most enjoy doing aside from work?: If you were in high school today, what career academy theme would you pick? Why do you personally get from your involvement on this board? What does your business get from your involvement on this board? What is the most frightening thing you’ve ever done? 2009 Institute for Staff DevelopmentStudents Today, Leaders Tomorrow
  • 10. Opportunities and Challenges What can we capitalize on that is happening in the industry, the community and the district/school/academy What obstacles or challenges are we faced with in the industry, the community and the district/school/academy 2009 Institute for Staff DevelopmentStudents Today, Leaders Tomorrow
  • 11. Goal Setting Examples By the end of next year we will have an advisory board with ___ members representing (specific name) companies By next summer we will have identified paid internships for _____ students We will incorporate (specific name) NAF courses into our curriculum We will have developed a list of ______ organizations who will speak to our classes; host job shadows; host field trips Our teachers will have professional development opportunities to enhance their ability to work together and to enhance their teaching skills We will have raised $_______ for field trips, scholarships and other costs We will fund an administrative intern to help the with Director duties We will recruit _____ students for the following year We will develop various marketing and communications tools 2009 Institute for Staff DevelopmentStudents Today, Leaders Tomorrow
  • 12. Prioritizing Goals 2009 Institute for Staff DevelopmentStudents Today, Leaders Tomorrow The easiest and fastest way to prioritize is to board all suggested goals and using colored dots, give each member 5 dots and ask them to “spend” their dots any way they want depending on which goals they think are most important and most reachable.
  • 13. Developing Strategic Actions to Meet Goals Form groups – perhaps committees – by interest area Brainstorm ways to meet the goals For each strategic action, determine What needs to be accomplished What resources are needed When it will be completed Who will be the lead and who will be on the “committee” How will success be measured 2009 Institute for Staff DevelopmentStudents Today, Leaders Tomorrow
  • 14. Next Steps Set a regular schedule and location for board meetings (at the school if possible) Plan that advisory board meetings will have agendas and be participatory and celebratory (Examples) What did we accomplish this month How did it work What should be modified Who should be commended How will it be communicated and publicized Next steps for each subsequent meeting 2009 Institute for Staff DevelopmentStudents Today, Leaders Tomorrow
  • 15. Committee formation Committee responsibility Committee chairs Meeting schedules (committee meetings should be scheduled so that reports can be made at the subsequent Advisory Board meetings) Assign the administrative responsibilities for getting the minutes completed, communicating the agenda and location (this should not necessarily be the academy director) 2009 Institute for Staff DevelopmentStudents Today, Leaders Tomorrow
  • 16. Celebrate Success Recognition of work done Web site and newsletter publicity Thank you letters to bosses and corporate heads Frequent press releases Inclusion of work completed and recognition at every possible opportunity Presentations at school board meetings Student involvement in recognition 2009 Institute for Staff DevelopmentStudents Today, Leaders Tomorrow
  • 17. Plus/Delta 2009 Institute for Staff DevelopmentStudents Today, Leaders Tomorrow
  • 18. Questions and Examples What have you done in your academies to develop and meet goals and to celebrate accomplishments? What would you like to know to be better able to facilitate strategic planning? How can we (NAF) help? How can the network help?