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HEG’s Strategic Planning Process

PLANNING DEFINING THE CHALLENGE SETTING THE COURSE KEEP PLAN RELEVANT
Phase 1 Phase 2 Phase 3 Phase 4 Phase 5 Phase 6 Phase 7 Phase 8


Develop Mission, Assess Evaluate &
Plan for Vision & Current Research Agree on Write Implement Monitor
Planning Values Situation Priorities the Plan the Plan Plan

Phase 1: Steps Phase 2: Steps Phase 3: Steps Phase 4: Steps Phase 5: Steps Phase 6: Steps Phase 7: Steps Phase 8: Steps
1.1 Identify readiness for 2.1 Review school vision 3.1 Summarize school 4.1 Research global, 5.1 Make decisions 6.1 Create goals & 7.1 Plan to manage 8.1 Evaluate the plan
strategic planning (declaration) & history & shift in national & local trends regarding core objectives change with internal &
1.2 Identify timeline beliefs priorities 4.2 Identify emerging strategies & 6.2 Develop long-range 7.1.1 Identify the external stakeholders
1.3 Identify resources 2.2 Clarify beliefs/ 3.2 List external & internal themes program/administ- projections changes that are 8.2 Monitor plan &
1.4 Determine commitment values/guiding events impacting 4.3 Identify potential rative priorities 6.3 Develop long-range inherent (change revise as needed
1.5 Identify internal & principles school program reinvention 5.2 SWOT analysis financial projections in focus, changes
external stakeholders 2.3 Write CTE mission 3.3 Gather information 4.4 Develop potential 5.3 Develop matrix for 6.4 Write administrative in ways of doing
1.6 Identify who makes statement from internal program portfolio prioritizing programs goals and objectives things)
recommendations/ stakeholders 4.4.1 Assess competitive 5.4 Determine programs 6.5 Adopt strategic plan 7.1.2 Identify new
decisions 3.4 Gather information position to eliminate /start/ 6.6. Develop action plans skills needed
1.7 Determine who leads from external 4.4.2 Agree on strategies reinvent 7.1.3 Identify
process/phases & roles stakeholders 4.5 Identify available 5.4. Agree on each structures to be
1.8 Set up strategic planning 3.5 Evaluate current resources for program program’s growth modified or
committee programs (Scope & reinvention (teacher strategy introduced
1.9 Set meeting dates Scale) skill level, finance 5.5 Develop scenarios 7.2 Develop detailed
1.10 Establish group 3.6 Articulate previous & resources, facility) annual operational
expectations current strategies plan (1st year’s
1.11 Determine sub- 3.7 Summarize information goals & objectives)
committees as needed collected
1.12 Determine
communication plan
Product = Product = Product = Product = Product = Product = Product = Roll Out
Work Plan Planning Mission, Vision & Data to Inform Decisions Data on Future Direction Decisions Strategic Plan Annual Plan
Values Statements

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