Beruflich Dokumente
Kultur Dokumente
Table of Contents
Strategic plan................................................................................................................................................................2
Strategic plan................................................................................................................................................................4
Strategic plan................................................................................................................................................................8
Strategic plan................................................................................................................................................................9
Strategic plan..............................................................................................................................................................10
Background..................................................................................................................................................................11
Overview......................................................................................................................................................................11
Strategic plan..............................................................................................................................................................13
EDUCATION.............................................................................................................................................33
Vision............................................................................................................................................................................33
Background..................................................................................................................................................................33
Strategic plan..............................................................................................................................................................36
Strategic plan..............................................................................................................................................................65
Strategic plan..............................................................................................................................................................67
Background..................................................................................................................................................................68
Strategic plan..............................................................................................................................................................73
Strategic plan..............................................................................................................................................................92
Strategic plan..............................................................................................................................................................94
2
STRATEGIC PLAN
FACILITIES...............................................................................................................................................95
Background..................................................................................................................................................................95
Strategic plan..............................................................................................................................................................99
DEVELOPMENT......................................................................................................................................108
Background................................................................................................................................................................108
Strategic plan............................................................................................................................................................113
Appendix to Development........................................................................................................................................117
FINANCE.................................................................................................................................................119
Strategic plan.............................................................................................................................................................124
Background ...............................................................................................................................................................119
Appendix to Finance.................................................................................................................................................132
SOURCES...............................................................................................................................................134
Strategic plan.............................................................................................................................................................136
3
STRATEGIC PLAN
BACKGROUND
History
South Shore Charter School (SSCS) was founded in 1995 by a group of
parents and teachers in Hull who wanted something more than an
“institutional” education for children. A kindergarten through high school
charter school was created to foster a rigorous and innovative curriculum
with hands-on learning experiences for a comprehensive and lasting
education.
4
STRATEGIC PLAN
OVERVIEW
2002 Survey
The Governance Committee of the Board of Trustees conducted a detailed
survey of Trustees and Faculty in the fall of 2002 seeking to identify and
prioritize issues and needs of the school community. The results of the
survey showed the following as primary concerns in order of priority:
Facilities, Marketing & Public Relations, Development & Fundraising,
Finances, Governance & Leadership, and Education.
Outside Counsel
During the 2002/2003 school years, SSCS was chosen to receive a
portion of a board leadership grant, which had been awarded by the State’s
Department of Education to Rising Tide Charter School. This grant money
enabled SSCS to begin the process of developing a strategic plan that would
act as a model for other charter schools. The Board of Trustees voted to hire
Case & Mann, consultants for non-profit organizations, to assist a Strategic
Planning Committee in launching the Strategic Planning Initiative 2004-2006.
5
STRATEGIC PLAN
6
STRATEGIC PLAN
7
STRATEGIC PLAN
CONCLUSION
The Strategic Planning Committee respectfully submits this report and
strongly urges the Board of Trustees to adopt its recommendations.
8
STRATEGIC PLAN
OUR MISSION
OUR PHILOSOPHY
9
STRATEGIC PLAN
Facilities
Establish a capital plan for renovations to facilities and purchase of
equipment
Develop a comprehensive student transportation plan to maintain
enrollment, limit withdrawal and facilitate students’ off campus experiences
Investigate potential after-school hour uses for earned income opportunities
Establish athletic program facilities
Development
Develop new fundraising initiatives
Establish and execute multiyear development plan
Inventory and motivate current development resources
Finance
Maintain policy and practice of balanced budgets in all fiscal years
Increase income from non-tuition (grants and donors) sources as well as
income earned from tuition sources from present level
Increase faculty/staff benefits and salaries
10
STRATEGIC PLAN
BACKGROUND
Historically, marketing and public relation efforts were implemented
sporadically for the sole purpose of increasing enrollment. Staff and faculty
were responsible for developing marketing initiatives with no annual or
strategic plan in place. A marketing and PR position, on a paid or voluntary
basis, does not currently exist. With our impending move to a larger facility
in a neighboring town, and our plans to increase enrollment on the
secondary level, a well-conceived and executed plan is critical to the
continued viability and growth of our school.
OVERVIEW
SSCS recognizes that effective communications and a solid marketing
effort are fundamental to a charter school’s long-term success.
Communications is at the heart of SSCS’s goal to grow and prosper and is
consistent with the school’s vision of establishing an educational
environment that integrates community input, involvement and initiatives. A
comprehensive marketing and PR plan will embrace internal and external
communications with all members of the SSCS community. It will…
(1) Increase awareness about who we are and why we are different
(2) Strengthen communication with faculty, staff, parents, and alumni
for a more cohesive, empowered, and vibrant community
(3) Expand the role of SSCS by reinforcing the educational nature of the
school to the community-at-large.
Articulating and delivering our message clearly and deliberately is vital to
enrollment growth as well as to our development/fundraising programs.
GOAL # 1
Address Immediate Outreach & Marketing Needs to Maintain and
Increase Enrollment
Strategies:
A. Develop Community Relations, Admissions & Marketing Committee
(CRAM).
The goals of this committee will be to:
Establish Transition Oversight Team
Nurture relationships with new and returning parents
Implement strategy to increase and manage enrollment efforts
Develop and implement PR & Marketing/Outreach strategy
11
STRATEGIC PLAN
12
STRATEGIC PLAN
GOAL #2
Nurture Relationships with New and Returning Parents to
Increase Enrollment, Limit Withdrawals, and Encourage Gift
Giving
Strategies:
A. Reorganize the All Parents Group and create a new Parent
Association (see Gov 4A)
Responsibility: Executive Director w/assist from All Parents Group
Chair
Timing: January 2004
Assessment: Increase in Parent Volunteers, more cohesive and
productive group
13
STRATEGIC PLAN
14
STRATEGIC PLAN
15
STRATEGIC PLAN
16
STRATEGIC PLAN
GOAL # 3
Establish Transition Oversight Team
Strategies:
A. Establish Transition Oversight Team
Transition Team may be a task force under CRAM
Responsibility: Executive Director
Timing: February 2004
Assessment: Decrease in withdrawals and/or increase in re-
enrollment
17
STRATEGIC PLAN
18
STRATEGIC PLAN
GOAL # 4
Increase Enrollment through Marketing Initiatives (see Ed 2D,
Finance 4A)
Strategies:
A. Establish procedure for handling after hour inquiries and tour
requests
This will include creation of new phone message system
Responsibility: Director of Outreach and Marketing
Timing: January 2004
Assessment: Increase in the number of inquiries, enrollment
19
STRATEGIC PLAN
Timing: January 2004, Nov 2004, Jan 2005, Nov 2005, Jan 2006,
Nov 2006
Assessment: Increase in the number of inquiries, enrollment
20
STRATEGIC PLAN
21
STRATEGIC PLAN
GOAL #5
Increase Visibility and Community Goodwill by Nurturing
Relationship with Media
Strategies:
A. Create a comprehensive media contact list
Print
Radio
Web site
TV / local cable contacts
Town and local officials
Trade publications
Organizations
Philanthropic organizations and partners
Responsibility: Director of Development with assist from CRAM
Timing: February 2004, August 2005, August 2006
Assessment: List is up-to date and available in a workable
spreadsheet format
22
STRATEGIC PLAN
23
STRATEGIC PLAN
24
STRATEGIC PLAN
Special programs
Responsibility: Director of Outreach & Marketing
Timing: April 2004, September 2004, Sept 2005, Sept 2006
Assessment: Press clippings show coverage in media outlets
25
STRATEGIC PLAN
W. Meet with faculty & discuss PR & Marketing (see Ed 11D, Dev 1G)
Responsibility: Director of Development
Timing: Oct 2004, Oct 2005, Oct 2006
Assessment: Faculty is forthcoming and enthusiastic, media
coverage/interest, increase in enrollment
Z. Plan SSCS 10th Anniversary event for 2004-5 school year (see Finance
8C)
Plan should include media campaign & at least one major
event as well as an open house
Responsibility: Director of Outreach and Marketing
26
STRATEGIC PLAN
27
STRATEGIC PLAN
GOAL #6
Increase Visibility and Community Goodwill by Expanding SSCS’s
Role in the Community
Strategies:
A. Plan the promotion of the talents and diversity of skills of students &
faculty through multi-town events (see Ed11C,7D)
Faculty art show
Concerts
Lectures
Participate in multi-community events (Hingham Fourth of July
Parade, Marshfield Fair, Norwell Fair, Scituate Heritage Days
etc…)
Concerts at various houses of worship, nursing homes,
Children’s museums (Our World in Cohasset), Holiday fairs,
Fundraising events, and more
Responsibility: Director of Outreach and Marketing with assist from
CRAM
Timing: July 2005, July 2006
Assessment: High attendance, media coverage/interest, children’s
enthusiasm
28
STRATEGIC PLAN
29
STRATEGIC PLAN
30
STRATEGIC PLAN
GOALS #7
Help Increase Philanthropic and Corporate Gift Giving.
Strategies:
A. Prepare materials for Development initiative:
Story board/Presentation
Comprehensive brochure or booklet
Power point presentation
Stationary, letterhead, business cards, thank you notes
Assist in the creation of a development/Education survey
Responsibility: Director of Development
Timing: Feb 2003, November 2004, November 2005, Nov 2006
Assessment: Increase visibility promotes greater giving
GOAL # 8
Utilize Brand that encompasses SSCS values, strengths, and
goals
Strategies:
A. Establish marketing guidelines for all SSCS communications
Marketing guidelines may include but are not limited to volunteer
efforts, development, and all committees
Responsibility: Director of Outreach & Marketing supported by CRAM
Timing: May 2004
Assessment: Consistency in brand
31
STRATEGIC PLAN
G. Implement new logo and tagline in all mediums and add to all
correspondence:
Web Site
Traveling booth,
Banners
Off-site signage (along Rt. 3 and 3A exits)
On site signage
Responsibility: Business Manager
Timing: July 2005
Assessment: Increased brand awareness
32
STRATEGIC PLAN
Education
Education
VISION
1. K– 12 School: The Board has reaffirmed our commitment to SSCS as
one school. This unity needs to be improved.
2. SSCS is a culture of respect, which encourages family partnerships and
active participation from all members of our community. We foster
democratic values. This culture needs to be reinforced as new members join
us.
3. Permeable boundaries: Our mission dedicates us to real-life
experiential learning which includes entrepreneurial projects, community-
based partnerships, service-learning, internships, leadership opportunities,
communication of best practices and intercultural perspectives. The school
needs to open its doors and ensure that the larger world is a part of our
educational experience.
4. Excellence in education: Our mission is to inspire students to achieve
their potential while addressing their individual learning styles. We seek to
develop competence in literacy, math, oral communication skills and
technology. We engage our students in critical thinking, the arts, and
interdisciplinary approaches to real world problems. We encourage students
to demonstrate their initiative in and out of the classroom. We value small
classes taught by skilled, scholarly and committed faculty.
BACKGROUND
Over the next three years, SSCS is facing a major move to one facility.
Ensuring that this move is positive will require the energy of the entire
community. Therefore, the educational component of the strategic plan
should focus on four major concerns:
1. The high school needs to be strengthened and enlarged. This should
be our number one priority over the next three years if we wish the
high school to remain viable.
2. Project-based learning needs to be renamed and invigorated,
especially at the high school. Projects are the hallmark of the SSCS
education and surveys have emphasized their importance to all
members of our community. Let’s improve and expand them.
3. The unity of one school needs to be established and celebrated. The
lower grades have had stable leadership and have developed well
and now need to be coordinated with each other and with the high
school. The SSCS culture needs to be reinforced as new members
join us.
33
STRATEGIC PLAN
Education
34
STRATEGIC PLAN
Education
GOAL #1
Maintain Small Class Sizes while Increasing Enrollment in
Secondary School
Strategies:
A. Review class lists twice per year to assess all class sizes
Responsibility: Executive Director
Timing: January 2004, Aug 2004, Jan 2005, Aug 2005, Jan 2006,
Aug 2006
Assessment: Review completed as scheduled
35
STRATEGIC PLAN
Education
36
STRATEGIC PLAN
Education
GOAL # 2
Reduce Withdrawal Rate/Improve Retention
Withdrawal rate in 2003: 14% (49/335); more than half (27) occurred in
grades 8-12
Strategies:
A. Develop plan for reducing withdrawal rates
Responsibility: Executive Director
Timing: February 2004
Assessment: Recommendation presented at May Board meeting
37
STRATEGIC PLAN
Education
G. Conduct exit interviews with all parents and students leaving school
Responsibility: Principal of Primary for K-8 and Principal of
Secondary for 9-12
Timing: June 2004, June 2005, June 2006
Assessment: Interview information is received by Executive
Director
GOAL #3
Strengthen Secondary School Curriculum
Strategies:
A. Develop plan to increase course and project offerings at Secondary
School
Plan includes seminars and courses with interdisciplinary themes. Plan
indicates increases in offerings of at least two per semester
Responsibility: Principal of Secondary
Timing: May 2004
Assessment: Plan is shared with Executive Director and Education
Committee
38
STRATEGIC PLAN
Education
D. Ensure that each course has written plan for more than two
activities outside classroom and at least one visitor
Responsibility: Principal of Secondary
Timing: September 2004, September 2005, September 2006
Assessment: More then two activities outside the classroom and at
least one visitor in all courses
39
STRATEGIC PLAN
Education
40
STRATEGIC PLAN
Education
GOAL # 4
Strengthen Secondary School Programs
Strategies:
A. Investigate possibility of Secondary joining Coalition of Essential
Schools or alternative group
Responsibility: Principal of Secondary
Timing: April 2004
Assessment: Draft of plan is presented and approved by Executive
Director
41
STRATEGIC PLAN
Education
42
STRATEGIC PLAN
Education
GOAL # 5
Increase Supports for Students at Secondary School
Strategies:
A. Establish academic support services for all students experiencing
difficulty in courses
Responsibility: Director of Learning Services
Timing: March 2004
Assessment: Students identified and services in place
C. Establish MCAS tutorials for all 8th graders and above who score
Needs Improvement or below on MCAS
Responsibility: Director of Learning Services
Timing: March 2004
Assessment: Students identified and services in place
43
STRATEGIC PLAN
Education
44
STRATEGIC PLAN
Education
45
STRATEGIC PLAN
Education
46
STRATEGIC PLAN
Education
GOAL # 6
Improve Structure of Projects
Strategies:
A. Devise a new term to better describe SSCS projects
Responsibility: Executive Director
Timing: May 2004
Assessment: Report to staff, students and parents for discussion in
May; bring to BOT for a vote in June
47
STRATEGIC PLAN
Education
J. Establish dedicated budget to support projects (see Finance 8C, Dev 6E)
Responsibility: Executive Director
Timing: Feb 2004, Feb 2005, Feb 2006
48
STRATEGIC PLAN
Education
49
STRATEGIC PLAN
Education
GOAL # 7
Expand Outreach of Projects
Strategies:
A. Increase number of partners for projects, internships, mentors and
other programs
Responsibility: Director of Development
Timing: June 2004, June 2005, June 2006
Assessment: At least three new partners will be added each year
50
STRATEGIC PLAN
Education
51
STRATEGIC PLAN
Education
GOAL # 8
Revitalize and Sustain Core Values of an SSCS Education
Strategies:
A. Create a plan for orientation of new students and faculty
Responsibility: Executive Director
Timing: February 2004
Assessment: Plan will be in place and implemented
52
STRATEGIC PLAN
Education
53
STRATEGIC PLAN
Education
K. Plan academic and art forums for SSCS and community (see Marketing
6A,6H )
54
STRATEGIC PLAN
Education
55
STRATEGIC PLAN
Education
GOAL # 9
Promote K-12 Unity
Strategies:
A. Develop plan for increasing sense of community among students
and families across all levels
56
STRATEGIC PLAN
Education
57
STRATEGIC PLAN
Education
58
STRATEGIC PLAN
Education
59
STRATEGIC PLAN
Education
GOAL # 10
Increase Support for Faculty, Staff and Administration
Strategies:
A. Increase number of aides in classrooms
Responsibility: Executive Director
Timing: July 2004, July 2005, July 2006
Assessment: Increased faculty satisfaction
60
STRATEGIC PLAN
Education
D. Raise money earmarked for faculty grants (see Dev 2C, Gov 6C)
Responsibility: Chair of Development Com
Timing: May 2004
Assessment: Goals attained consistent with multiyear
development plan
GOAL # 11
Promote Faculty, Staff and Administrative Development
Strategies:
A. Develop a comprehensive faculty development plan
61
STRATEGIC PLAN
Education
62
STRATEGIC PLAN
Education
GOAL # 12
Improve Whole School Evaluation Process
Strategies:
A. Develop a plan to evaluate Executive Director including input from
faculty and staff, BOT, and possibly students & parents (see Gov 6J)
Responsibility: Chair of Personnel Committee
Timing: April 2004
Assessment: Plan is completed and accepted by BOT
63
STRATEGIC PLAN
F. Develop evaluation forms for use by Level III students and older to
assess courses and projects
The form should solicit input regarding satisfaction and suggested
improvements
Responsibility: Executive Director, with faculty input
Timing: May 2005
Assessment: Forms will be ready for distribution in June 2005
64
STRATEGIC PLAN
65
STRATEGIC PLAN
M. Develop plan to conduct exit interviews with staff who are leaving
voluntarily
Responsibility: Chair of Personnel Committee
Timing: April 2004
Assessment: Plan presented to BOT
66
STRATEGIC PLAN
67
STRATEGIC PLAN
BACKGROUND
South Shore Charter School, like many other schools and other non-profit
organizations in their early stages of development, depended for its survival
on leaders willing not only to build a vision and determine key policies but
also to provide hands-on help in the daily operation of the school. Of
necessity during this phase, the roles and duties of the SSCS Board of
Directors, administrators, faculty and parents often overlapped.
The Governance/Leadership goals and strategies that follow are the result
of the Governance/Leadership Team first creating and distributing a series of
questionnaires and then interviewing SSCS faculty, administrators and
current and former board members. The Team’s additional research involved
reviewing SSCS parent and faculty surveys, interview reports from other
members of the Strategic Planning Committee, SSCS Bylaws, Annual
Reports, Faculty Handbook, faculty and executive director evaluation forms,
the Volunteer Program Guidelines manual, and the SSCS Personnel Policy
manual. Also reviewed were strategic plans, bylaws and handbooks from
other charter schools, the bylaws of a number of non-profit organizations,
trustee guides and evaluation handbooks published by the National
Association of Independent Schools, the Massachusetts Department of
Education’s The Charter School Administrative and Governance Guide and
the Pioneer Institute’s Massachusetts Charter Schools Trustees Guide.
During the Team’s research phase it became abundantly clear that South
Shore Charter School has many strengths of which to be proud. Its past
success has resulted in a large part from the active, collaborative
participation in the running of the school of its Board of Trustees,
Administration and Faculty, parents and other community members. In
developing our recommended list of goals and strategies for the next several
68
STRATEGIC PLAN
69
STRATEGIC PLAN
GOAL # 1
Strengthen the Effectiveness of the Board of Trustees
Strategies:
A. Develop and present to Board of Trustees a bylaw amendment
allowing expansion of Board of Trustees to maximum of 24
members
A larger, more diversified Board is needed to handle an anticipated
increased
workload and to provide effective leadership to key areas allied with
SSCS’s growth
Responsibility: Chair of Governance Committee
Timing: June 2004
Assessment: Bylaw amendment approved
70
STRATEGIC PLAN
71
STRATEGIC PLAN
72
STRATEGIC PLAN
73
STRATEGIC PLAN
GOAL #2
Expand the Committee Structure of the Board of Trustees
Strategies:
A. Develop and present to Board a motion to form, on an interim basis
until the next Annual Meeting, a Personnel Committee, which will
become a standing committee of the Board (see Gov Appendix B)
This motion will include a brief description of the Personnel
Committee’s composition and responsibilities based on a report found
in an appendix to this section of the Strategic Plan 2003
Responsibility: Chair of Governance Committee
74
STRATEGIC PLAN
75
STRATEGIC PLAN
76
STRATEGIC PLAN
GOAL #3
Create and maintain an Advisory Council pursuant to Article XIX
of the SSCS Bylaws
Strategies:
A. Develop an “Advisory Council operational plan” that includes
description of the role, composition, organizational & leadership
structure, meeting schedule & method of interfacing with staff
An active Advisory Council will enhance SSCS’s ability to fund raise
and to tap into the community’s wealth of resources
Responsibility: Executive Director
Timing: June 2004
Assessment: “Advisory Council operational plan” is completed,
reviewed and accepted by Board
GOAL #4
Improve Communication within SSCS Governance Structure
Strategies:
A. Form a “Parents Association planning group”
This planning group will be chaired by the Executive Director and
comprised of parents, faculty, and at least one Board member
Responsibility: Executive Director
Timing: Feb 2004
Assessment: Planning group is formed
77
STRATEGIC PLAN
78
STRATEGIC PLAN
79
STRATEGIC PLAN
80
STRATEGIC PLAN
81
STRATEGIC PLAN
82
STRATEGIC PLAN
GOAL # 5
Expand and improve SSCS’s relationships within the external
community
Strategies:
A. Consider hiring a Director of Outreach & Marketing (see Marketing 1B)
Responsibility: Executive Director
Timing: February 2004, Nov 2004, May 2005, Nov 2005, May
2006, Nov 2006
Assessment: Position is filled
GOAL # 6
Promote Faculty, Staff and Administrative Development
Strategies:
A. Develop and present to Board of Trustees a “plan for senior staff
succession”
This plan when implemented will bring continuity to staff leadership
positions and better-trained staff leaders
Responsibility: Executive Director
Timing: April 2004
83
STRATEGIC PLAN
84
STRATEGIC PLAN
85
STRATEGIC PLAN
86
STRATEGIC PLAN
87
STRATEGIC PLAN
GOAL # 7
Clarify and revise policies regarding SSCS governance roles of
the Board of Trustees, the Executive Director, the Faculty, the
parents and the students
Strategies:
A. Develop and present to Board of Trustees a “plan for clarifying and
revising policies regarding governance roles for Board of Trustees,
the Executive Director, the Faculty, the parents and the students”
This effort to clarify and update policies that determine roles played by
various constituencies in decision-making processes is needed to
reduce current levels of confusion and frustration in the community
and to make the necessary adjustments that will enable SSCS to
function effectively in circumstances quite different than when the
policies were first formulated during the school’s early years. The plan
will include recommendations for building a consensus in the
community that will enhance understanding and acceptance of
forthcoming policies.
Responsibility: Chair of Governance Committee
Timing: March 2004
Assessment: Plan is completed, reviewed and accepted by Board
of Trustees
GOAL # 8
File SSCS’s Application for Renewal of a Public School Charter
Strategies:
A. Develop and present to Board of Trustees a plan for accomplishing
the task of filing an “Application for Renewal of the SSCS Charter”
88
STRATEGIC PLAN
89
STRATEGIC PLAN
C. File the “Application for Renewal of the SSCS Charter” with the
Department of Education
Responsibility: Executive Director
Timing: August 2004
Assessment: Application is filed with the Department of Education
90
STRATEGIC PLAN
91
STRATEGIC PLAN
92
STRATEGIC PLAN
Since SSCS’s Bylaws dictate that changes in the bylaws can only be
made at the Annual Meeting, it is recommended that a Personnel Committee,
which can legally be established at any time by the Board, be put in place
until that time it can be replaced by a Personnel Committee with standing
committee status. The proposed Committee will be similar in its composition,
roles and responsibilities to the standing Committee that will replace it in the
spring of 2004.
It is recommended the Personnel Committee’scomposition, role and
responsibilities are as follows:
The Personnel Committee shall be comprised of the Executive
Director, trustees and non-voting, non-trustee community members
as shall be determined by the Board.
The Chair of the Personnel Committee shall be a member of the
Board of Trustees and be appointed by the Board Chair
The Personnel Committee shall be charged with:
− Conducting a search for executive director candidates,
screening candidates and preparing recommendations to be
forwarded to the Board of Trustees
− Evaluating annually the Executive Director
− Periodically reviewing and updating personnel policies
− Maintaining and updating the “Personnel Handbook”
− Handling grievances that involve the Executive Director
93
STRATEGIC PLAN
94
STRATEGIC PLAN
Facilities
Facilities
BACKGROUND
As of January 2004, South Shore Charter School will occupy two buildings
within the town of Hull, MA and it is anticipated that the school will also
occupy one large building in Norwell, MA. Which is to be the future location
of a single campus for the entire school. The school owns a small industrial
building at 4A Street and leases buildings at 2A Street and 120 Nantasket
Ave. in Hull. Both of the leased facilities have limited parking and limited or
no playing fields available.
95
STRATEGIC PLAN
Facilities
Facilities
97
STRATEGIC PLAN
Facilities
GOAL # 2
Establish Long-Term Plans for New Facility
Strategies:
A. Establish a Facility Design Task Force comprised of Heads of
Primary and Secondary schools, a volunteer architect, Business
Manager, parent reps and the Executive Director
Responsibility: Chair, Board of Trustees
Timing: February 2004
Assessment: Task force advises Executive Director when working
with architect on matters regarding design of new facility
GOAL #3
Investigate Potential After-School Hour Uses for Earned Income
Opportunities
Strategies:
A. Assess space available for after school hour use for students as well
as outside businesses and organizations (see Finance 2B, Marketing 6I,
6J, Ed 4F)
98
STRATEGIC PLAN
Facilities
99
STRATEGIC PLAN
Facilities
GOAL #4
Develop a Plan of Action to Deal with currently occupied
buildings
Strategies:
A. Develop a plan for either subletting or withdrawing from the lease of
both 2A St. and 120 Nantasket Ave.
Responsibility: Project Manager
Timing: February 2004
Assessment: Written plan is established
Facilities
101
STRATEGIC PLAN
Facilities
GOAL #5
Upgrade the standard of the maintenance of the buildings and
grounds
Strategies:
A. Hire for exterior maintenance including lawn and tree service,
landscaping, playing fields and snow removal
Responsibility: Business Manager
Timing: February 2004 snow and April 2004 for all other
Assessment: Written plan is established
GOAL #6
Develop a Comprehensive Student Transportation Plan to
Maintain Enrollment, Limit Withdrawal and Facilitate Permeable
Boundaries
Strategies:
A. Assure that Parent Partnership Plan for student transportation is
established (see Marketing 3G)
Responsibility: Chair Transition Oversight Team
Timing: February 2004
Assessment: Transportation plan exists
B. Determine needs for student vans for current and future education
programs (projects etc.)
102
STRATEGIC PLAN
Facilities
103
STRATEGIC PLAN
Facilities
GOAL # 7
Establish Athletic Program Facilities
Strategies:
A. Investigate potential of land area at new facility for playing fields
Responsibility: Project Manager
Timing: June 2004
Assessment: Report of findings exists
C. Evaluate the options and determine how to meet this goal based on
the associated costs (See Finance 8C)
Responsibility: Executive Director
Timing: July 2004
104
STRATEGIC PLAN
Facilities
105
STRATEGIC PLAN
Facilities
GOAL # 8
Upgrade Technology
Strategies:
A. Develop and present to Board a 3-year plan for continually
upgrading SSCS technology (looking at Smartboards, projectors,
internet conferencing) (see Ed 8C)
Responsibility: Director of Technology
Timing: April 2004
Assessment: Plan is completed, reviewed and accepted by Board
106
STRATEGIC PLAN
Facilities
107
STRATEGIC PLAN
Development
Development
BACKGROUND
For the first eight years of its existence, South Shore Charter School had
no institutionally sponsored or supported development effort except for a
part-time staff position focused primarily on writing and administering
entitlement grants. Raised funds have consistently constituted between 2
and 2 ½ percent of the annual budget, while in many Massachusetts charter
schools 10% to 33% of the annual operating budget is procured through
fundraising.
Roughly 1% of the budget number has come from a parent-organized
spring auction; an additional ½ to 1% has come from an annual campaign
effort, typically organized by volunteers and executed in the late fall of each
year. An additional half percent of the budget has come from grants and an
occasional foundation or large private gift.
Despite inattention to fundraising, the school has operated in the black
and even managed to generate a surplus due to high per-pupil
reimbursements and low facilities costs. With the acquisition and financing of
a new $7.2 million single campus, it is no longer reasonable to assume that
this approach will be adequate. In addition, the strategic plan has identified
areas such as curriculum, professional development, teaching assistants and
teacher salaries that have remained chronically under funded over the years.
A greatly expanded development effort is integral to the school’s future
success.
The school's first Director of Development was hired Summer 2003 and
this is an important milestone. To take full advantage of this position, it is
critical that the Board of Trustees revitalizes and focuses its development
effort, and specifically its Development Committee. Working with the
Director of Development, the Development Committee should focus on six
major development goals over the next three years:
GOAL # 1
Inventory and Motivate Current Development Resources
Strategies:
A. Develop a plan to provide training in fundraising practices to BOT
Responsibility: Chair of Development Com with support from the
Director of Development
Timing: March 2004
108
STRATEGIC PLAN
Development
109
STRATEGIC PLAN
Development
110
STRATEGIC PLAN
Development
GOAL # 2
Develop New Fundraising Initiatives
Strategies:
A. Design a Capital Fundraising Campaign (see Finance 8A)
Incorporate such strategies as “Name a Building/Room” and “Buy a
Brick” type activities
Responsibility: Chair of Dev Committee with support from the
Director of Dev
Timing: May 2004
Assessment: Plan clear and actionable
111
STRATEGIC PLAN
Development
112
STRATEGIC PLAN
Development
GOAL # 4
Establish and Fund Development Office
Strategies:
A. Establish Development Office Budget (see Finance 8C)
Include funds for letterhead, business cards, software, postage, meals,
and creative and printing costs for media kit and other promotional
materials as needed
113
STRATEGIC PLAN
Development
114
STRATEGIC PLAN
Development
GOAL # 5
Improve Development Infrastructure
Strategies:
A. Establish and maintain Donor Database
Responsibility: Director of Development with help from Director of
Outreach and Marketing
Timing: March 2004
Assessment: Current and complete
115
STRATEGIC PLAN
Development
GOAL # 6
Support Established Fundraising Efforts
Strategies:
A. Support Annual Fund
Responsibility: Chair of Development Com with support from the
Director of Development
Timing: February 2004, September 2006, September 2006
Assessment: Goals attained consistent with multiyear
development plan
E. Coordinate and assist with funding of Projects (see Education Goal 6J,
Finance 8C)
Funding should include funds for teacher training, project
development & implementation
Responsibility: Chair of Dev Committee with support from the
Director of Dev
Timing: Feb 2004, Feb 2005, Feb 2006
Assessment: Goals attained consistent with multiyear
development plan
116
STRATEGIC PLAN
Development
APPENDIX TO DEVELOPMENT
117
STRATEGIC PLAN
Development
Fee Generation
118
STRATEGIC PLAN
Finance
Finance
BACKGROUND
The persons responsible for a balanced budget and the finances of the
school, i.e., the Executive Director, the Business Manager, the Finance
Committee, and by extension the full Board of Trustees, have in recent
years established both clear guidelines and goals with guidance from our
auditors.
These guidelines have allowed us to operate in the black and to set aside
a significant surplus. Our success in following the guidelines allowed us to
obtain funding for our new, centrally located campus. We recognize that
there is still room for improvement and believe that SSCS begins a new
phase in all aspects of the school with the implementation of the Strategic
Plan.
The majority of Strategic Planning Goals will impact the budget or vice
versa. The challenge ahead will be to walk the tight rope between full
funding of those goals and continued fiscal frugality.
GOAL # 1
Maintain Policy and Practice of Balanced Budgets in all Fiscal
Years
Strategies:
A. Monitor independent activities (budgets and finances of student
projects) and report quarterly
Business manager is working with our Executive Director and Finance
Committee to assure fiscal responsibility and balanced budget. Refine
budgetary procedures including monitoring independent activities
(such as student project budgets and finances).
Executive Director and Business Manager to meet with Principals,
Director of Development, Facilities Manager, etc.
Responsibility: Business Manager
Timing: Immediate and Ongoing refinement and Quarterly
monitoring/reporting March 2004, June 2004, September
2004, December 2004, March 2005, June 2005,
September 2005, December 2005, March 2005,June
2006,September 2006,December 2006
Assessment: Quarterly Finance Department Reports
119
STRATEGIC PLAN
Finance
B. Tie budgeting process into long range plans to allow the school to
continue to grow
Responsibility: Chair of the Finance Committee
Timing: November 2004, November 2005, November 2006
Assessment: Annual budget reflects school’s long-term needs
120
STRATEGIC PLAN
Finance
GOAL # 2
Increase percent of income that is income earned from non
state-tuition sources/programs from present level of 10.5% of
Annual Revenue by 30% each year to 14% in 04, 18% in 05, 23%
in 06.
Strategies:
A. Review Options for leasing space to outside groups [consider tax
implications] (see Facilities 3E)
Responsibility: Business Manager
Timing: June 2004, December 2004, June 2005, December 2005,
June 2006, December 2006.
Assessment: Finance committee will review results of appropriate
evaluation tools, i.e., surveys, written inquiries etc.
B. Review summer camp program (see Marketing 6I, 6J, Facilities 3A, Dev 2D,
Ed 6I)
Responsibility: Business Manager
Timing: September 2004, September 2005, September 2006
Assessment: Finance committee will review results of appropriate
evaluation tools, i.e., surveys, written inquiries etc.
121
STRATEGIC PLAN
Finance
122
STRATEGIC PLAN
Finance
GOAL # 3
Increase income that is from non-tuition (grants and donors)
sources
Strategies:
A. Increase outside funding from grants and donors (see Dev 3A)
Responsibility: Director of Development
Timing: March 2004, June 2004, September 2004, December
2004, March 2005, June 2005, September 2005,
December 2005, March 2006,June 2006,September
2006,December 2006 Quarterly reports to the BOT
Assessment: Progress consistent with above referenced goals
GOAL # 4
Increase income earned from tuition sources from present level
$2,622,763 (FY03)
Strategies:
A. Increase number of students enrolled in SSCS with overall
enrollment of 468 by March 2004 projected enrollment report (see
Marketing 4, Ed 1C)
Responsibility: Executive Director
Timing: Commonwealth enrollment reports beginning March
2004
Assessment: Higher enrollment rates/higher tuition income
GOAL # 5
Develop/Refine Financial Policies Manual
Strategies:
A. Establish task force to refine current fiscal policies manual
Responsibility: Chair of Finance Committee
123
STRATEGIC PLAN
Finance
124
STRATEGIC PLAN
Finance
GOAL # 6
Develop Methods to Measure Return on Investment
Strategy:
A. Develop methods to determine if programs run at a loss, run at a
profit covering direct expenses, run at a profit over and above
direct expenses or run at a profit covering share of SSCS general
overhead
Responsibility: Business Manager
Timing: January 2004, January 2005, January 2006
Assessment: Fiscal stability and growth
GOAL # 7
Use Measures of Return on Investment to evaluate programs and
assist in future decision-making
Strategies:
A. Determine costs to set fees for “external “ programs
(e.g. SAT course, driver education, summer camp, lectures etc)
Responsibility: Business Manager
Timing: August 2004, August 2005, August 2006
125
STRATEGIC PLAN
Finance
126
STRATEGIC PLAN
Finance
GOAL # 8
Evaluate working capital and other capital needs of the school
and designate the net assets appropriately
Strategies:
A. Determine appropriate level of day-to-day working capital based on
cash flow needs
Responsibility: Chair of Finance Committee
Timing: April 2004, review April 2005, April 2006
Assessment: Limited use of our line of credit
C. Develop and present to the Board for its approval based on the list
of funding priorities (see Finance Appendix) developed by the
Strategic Planning Committee
Responsibility: Chair of Finance Committee
Timing: February 2004, February 2005, February 2006 for
inclusion in the subsequent budgets and additional dates
127
STRATEGIC PLAN
Finance
128
STRATEGIC PLAN
Finance
GOAL # 9
Establish a money management policy to match the goals and
cash flow needs established in Strategic Plan
Strategies:
A. Based on net asset allocations, develop a policy that would provide
money management options, outline the acceptable level of risk,
the expected rate of return and any restrictions on investments
and submit to BOT for approval
Responsibility: Chair of Finance Committee
Timing: March 2004
Assessment: New money management policy approved and
implemented
GOAL #10
Increase Faculty/Staff benefits and salaries
Strategies:
A. Direct Personnel Committee to improve administrative/staff
compensation and revamp the faculty grid with the goal of full
funding of that grid within 4 years as well as phase out of present
policy of three years external experience equal to one year SSCS
experience. (see Education 10E)
Responsibility: Chair of Personnel Committee
Timing: Feb 2004, Feb 2005, Feb 2006
Assessment: With full funding, new Admin/Staff compensation
plan and Faculty salary grid reflects salaries, which are
as high or higher than surrounding public schools
129
STRATEGIC PLAN
Finance
130
STRATEGIC PLAN
Finance
131
STRATEGIC PLAN
Finance
APPENDIX TO FINANCE
The teaching staff at SSCS is our most valuable asset, after the students.
Our ability to maintain the salary grid, to increase staff development, and to
improve salary benefits, depends on a larger student population to fund
these monetary recognitions. Critical steps to obtain the increased student
population include:
2. Create and fill new position of Director of Outreach Marketing (M1),( G5)
• Job description will include volunteer co-ordination, public
relations, enrollments, and community outreach.
132
STRATEGIC PLAN
Finance
133
STRATEGIC PLAN
Sources
INTERVIEWS:
7 Current SSCS Administrators
1 Former SSCS Administrator
1 Administrator from another charter school
8 Current Faculty Members
2 Current Board Members
1 Former Board Member
2 Professional Consultants
18 returned Parent Opinion Surveys
13 Parents
WRITTEN MATERIALS:
Strategic Plan Primary and Secondary Parent Focus Groups
Feedback
Strategic Plan Student Surveys (205 students responded)
Strategic Plan Teacher Surveys (16 teachers responded)
Results of Leadership Questionnaire (Board of Trustees and
Faculty consulted)
Annual Parent Satisfaction Survey
SSCS 2002-2003 Annual Report
SSCS Handbooks
Internet Sites
Journal Articles
Books on Charter Schools
Strategic Plans from Other Non-Profits
SSCS Bylaws
134
STRATEGIC PLAN
135
STRATEGIC PLAN
136