education strategic plan example

Ensure your strategic plan succeeds with your educational partners’ input

September 29, 2023

Sarah Mathias

Strategic planning in education – 3 keys to success.

Effective strategic planning is critical for creating positive change in your district. Among the many benefits, strategic plans align educational partners with a shared vision, mission, and values; promote productive decision-making; and help students reach their full potential.

While having a plan in place will usually improve results, strategic planning can present challenges—resulting in endless meetings, countless goal and tactic revisions, and plans that are never fully realized.

In this post, we explore strategic planning in education, touch on some K-12 planning tips, and share three best practices for making strategic planning successful in your school district. With your community’s insights and the right tools, you can win at strategic planning. Here’s how.

In this Article

• What is Strategic Planning in Education?

Strategic planning tips for K12

See thoughtexchange in action — explore the product tour, what is strategic planning in education.

Strategic planning is the process of setting goals, deciding on actions to achieve those goals, and mobilizing the resources needed to take those actions. A strategic plan describes how goals will be achieved using available resources.

While the concept initially stemmed from business practices due to people moving from the private sector into educational leadership positions, many strategic planning tools and paradigms have been adapted to focus on engagement and consensus.

This is because effective strategic planning requires community support at the school district level, both functionally and legislatively. School districts of all sizes use strategic planning to improve student outcomes and respond to changing demographics while staying within the given funding box.

In top-performing schools, leaders have proactively shifted their strategic planning process to include their educational partners. They know that their strategic plans are more likely to succeed with community support and the insights that come with community engagement.

Strategic planning is key to setting students up for success in K-12 and beyond. A solid strategic plan articulates a shared vision, mission, and values, increasing engagement while providing a framework to ensure students’ needs are met so they can reach their full potential.

Your strategic plan will benefit from your district’s input. Here are a few effective ways to engage your district in K-12 strategic planning.

Tap into your educational partners’ wisdom

Your educational partners have valuable insights. Consult teachers, staff, students , parents, and community members throughout the planning process, so your strategy aligns with their perspectives.

Whether you’re setting strategy at the district, school, or department level, consulting diverse participants will uncover unbiased insights, enhance trust and buy-in, and ensure greater success with new strategic directions.

Using ThoughtExchange , leaders can scale their engagement to efficiently and effectively include their community in their district strategic plans.

Use climate surveys

Completed by all students, parents/guardians, and staff, school climate surveys allow leaders to collect participants’ perceptions about issues like school safety, bullying, and mental health and well-being, as well as the general school environment.

ThoughtExchange Surveys get you both nuanced qualitative and robust quantitative data with instant in-depth analysis, ensuring your district understands all angles of school climate. Run surveys independently or combine them with Exchanges for faster, more accurate results.

• Collect benchmark comparisons while tracking and measuring improvements over time
• Gather quality quantitative data for reporting to state agencies or funders
• Identify outliers and trends across demographic groups

Put in some face time with town halls, meetings, or listening tours

In-person gatherings like town halls, meetings, and listening tours are effective ways to understand your educational partners’ wants and needs to ensure they line up with your strategic priorities.

When managed effectively, they give staff and other educational partners the chance to closely interact. In-person gatherings can build trust and morale, promote transparency, and help create a sense of purpose.

Leverage community engagement platforms

Community engagement software lets you streamline your community engagement initiatives. It allows education leaders to gather feedback and get tens, hundreds, or even thousands of people on the same page in just days. It also facilitates candid, collaborative community conversations that help districts realize their goals.

A comprehensive community engagement platform like ThoughtExchange allows you to integrate your strategy with your community and take decisive, supported action in less time. It provides planning, scheduling, and analysis tools to help you quickly set strategy and monitor execution.

3 keys to strategic planning success

1. get everyone on the same page.

Make sure your educational partners are on the same page by allowing them to contribute to and shape your strategy from the start. Lack of alignment about what strategy involves can hinder even the best plans. So the first step in creating a successful strategic plan is getting everyone involved to provide their insights and opinions.

Letting your people know you’re listening and that their insights affect decisions, builds trust and buy-in. Your community will be much more likely to support—not sabotage—a strategy or decision.

2. Be a collaborative leader

According to ThinkStrategic , creating a school strategic plan should always be a collaborative process. Avoiding a top-down approach and getting input from educational partners will help minimize blind spots and unlock collective intelligence. It will also ensure everyone is committed to the plan. Get all community members involved in how to make the most of the school’s possibilities.

Commit to becoming a collaborative leader and put a plan in place to ensure you can achieve that goal. That may include implementing technology that can support scaled, real-time discussion safely and inclusively for students, teachers, and other educational partners.

3. Get a holistic view of your district

Getting a holistic view of your educational partners’ wants and needs helps you build more inclusive, supported strategic plans.

Depend on a platform that meets all your engagement needs in one place—from surveys to Exchanges—and allows you to consult more people in an inclusive, anti-biased environment. You’ll reduce the time and resources spent on town halls and meetings, and reach your district’s goals more efficiently and effectively.

Engagement and survey software has been proven to contribute to more effective strategic planning in education. It empowers leaders to run and scale unbiased engagement initiatives where they can learn what the people who matter really think— explore ThoughtExchange success stories to learn more .

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Strategic Planning

3 exceptional examples of strategic planning in higher education.

By Mary King

25 october 2023.

• 1 Strategic Plan Example 1: Data-Driven Strategy for Equity with Green River College, WA
• 2 Strategic Plan Example 2: Strategic Innovations in Accessibility with Gallaudet University, DC
• 3 Strategic Plan Example 3: Best Practices Measuring Performance with NEOMED University, OH
• 4 Get the Guide↓

The landscape of higher education is one of rapid change and innovation. Institutions are constantly challenged to adapt and plan strategically to ensure that they stay relevant, on-mission, and competitive. While current and prospective students are critical stakeholders for higher-education institutions, there is also a board of governors, a complex internal employee system of both educators and administrators, and the broader local community. All of these entities interact and form an ecosystem of needs, hopes, ambitions, and goals: balancing so many differing entities and groups (sometimes with competing interests) is where strategic planning in higher education comes in.

An educational institution’s strategic plan plays a pivotal role in guiding positive, sustainable, inclusive, and student-focused growth. From embracing strategic planning software for education and nuanced data to support ground-up change, to improving overall accessibility and work opportunities, let’s explore three examples of strategic planning in higher education that have set benchmarks and best practices for other higher education institutions—whether they are universities or colleges—to follow.

Strategic Plan Example 1: Data-Driven Strategy for Equity with Green River College, WA

In the spring of 2020, Green River College initiated an Equity-Centered Strategic Visioning and Planning process . The primary objective was to create a comprehensive equity-centered strategic plan that would serve as a guiding light for the college’s future endeavors. This plan aimed to articulate a vision, mission, and core values that would shape the college’s path, emphasizing the importance of building a more equitable community. To ensure the inclusivity of all stakeholders invested in the college’s success, a meticulous 10-month community engagement process was conducted. They collected data as part of an Environmental Scan initiative, which offered a thorough overview of both external and internal trends, and provided valuable insights, suggestions, and points of interest from both Green River College and community stakeholders. All of this input played a crucial role in shaping the college’s Equity-Centered Strategic Plan .

The resulting strategic plan stands as a blueprint guiding the entire college forward over the next five years. It delineates clear goals for this period, shows areas for improvement, and details the ways the strategic plan can remain agile and evolve in tandem with the college’s growth and aspirations.

The six strategic pillars of focus (and their success metrics) are:

1. Success for All Students: Green River College has specific KPIs and deadlines to measure the progress made towards this strategic pillar. By 2026, Green River College will have established an extensive student onboarding procedure, ensuring that all students develop educational, financial, and career transition plans within their first two quarters of enrollment. Green River also aims to diminish or eradicate opportunity gaps in students’ retention, progression, and completion by 2026. Finally, they’re aiming to raise the student completion rate from 38% to 43% in that same time period.

2. Excellence in Teaching and Learning: By 2026, every faculty and staff member will have undergone training in anti-racist, equity-focused, and Diversity, Equity, and Inclusion principles. The objective is to reduce or eradicate instructional opportunity gaps associated with race, gender, economic status, and other demographic factors.

3. Responsive Educational Programs and Support Services: There is a targeted goal to increase the percentage of students who experience a “sense of belonging” at Green River by five percentage points annually. The college is measuring this through student surveys, to help them determine whether or not this objective is being met.

4. Integrated and Effective Organizational Structure, Systems, and Processes: By 2026, Green River College is aiming to have established an equity-focused approach for employee recruitment, hiring, and onboarding. They’re also working towards implementing a comprehensive organizational framework, which employs equity-centered principles in shared governance, planning, resource allocation, assessment, and policy development. Included under this strategic pillar is also an effort to increase the representation of faculty and staff of color, aiming to match or surpass the levels in neighboring colleges by 2026.

5. Accessible and Responsive Facilities and Technology​​: One of the success metrics for this pillar is the goal that by 2026, they will have implemented a Facilities Master Plan and a Technology Plan designed to promote accessibility and equity-centered teaching and learning.

6. Impactful Community Connections : By 2026, Green River will be the foremost institution of higher education in the region; one of the ways they are doing this is by building strategic community connections. They are making inroads with the local food bank, strengthening connections with veteran services, visiting and volunteering at local high schools (in fact, all educational institutions—from K-12), establishing artist and speaker series’, and uplifting partnerships with the City of Kent, and South King County, Washington.

Strategic Plan Example 2: Strategic Innovations in Accessibility with Gallaudet University, DC

Located in Washington, D.C., Gallaudet is the world’s only university that specifically caters to Deaf, Hard-of-Hearing, Deaf-Disabled, and Deaf Blind people, of all backgrounds and identities.

Gallaudet’s strategic plan spans an impressive 10 year vision that will situate them as a “beacon” for the community’s values and vision for their student community. This vision will offer improved opportunities for work, career advancement, and an accessible student experience that affirms the value of their diverse student body. In their “Gallaudet Promise,” they aim to uplift the “lives and experiences of all Deaf people of different intersectional identities, wherever they are.”

The “Gallaudet Promise” is the university’s strategic focus built around five action areas:

• 1. Transformational Accelerators
• 2. Anti-Racism
• 3. Bilingual Mission
• 4. Academic Reimagining
• 5. Creativity Way, Including the Memorial Project

Watch an explanation of Gallaudet’s new Envisio-powered public dashboard in ASL! Click “CC” on the video player for closed captioning.

Gallaudet’s strategic plan has made a particular effort to embrace innovation as a tool across all of their pillars. This makes sense: accessibility and innovation go hand in hand. Assistive technology, as well as improved online access and tools, are a component of the first action item, but relates to the other areas as well.

In general, when it comes to higher education strategy and accessibility, higher education institutions are a great place to implement changes around accessibility. They are (typically) moving to be more welcoming to assistive technology, and may even be involved in the development of innovative approaches to education, accessibility justice, and the role technology can play. All students with all sorts of access needs attend universities or colleges—ensuring accessibility to higher education is critical for those with disabilities to be prepared for the workforce and (ideally) achieve a better degree of upward economic mobility and access.

A strategic plan in higher education related to accessibility should include a comprehensive needs assessment. It should also work carefully to ensure a budget that allocates adequate resources to the students, while providing training and raising awareness among faculty and staff, ensuring physical and digital accessibility, offering tailored academic support services, collaborating with disability support organizations, and implementing a feedback mechanism, so they can evaluate and improve their services on an on-going basis.

Gallaudet University is working on all of these areas. They are measuring progress by establishing new customer service operating models, establishing an online platform to disseminate research, lectures, films, and other content produced by The Center for Black Deaf Studies , and restructuring entire sections of the university learning management systems that are able to accommodate a truly bilingual (ASL and English) experience, to better create opportunities for their students and help other sign language economies grow.

Strategic Plan Example 3: Best Practices Measuring Performance with NEOMED University, OH

Best practices for strategic planning in higher education include getting very clear on what objectives are being measured, and why. Understanding the definition of success and identifying priority areas for action are crucial. Without a clear understanding of the problems to be addressed, it’s challenging to initiate a strategic action plan in higher education. As we see across the public sector, higher education strategic objectives can often involve a mix of the more abstract, impact-oriented metrics (measuring a “sense of belonging”), and tangible, output-focused goals (“Increase number of mobile clinics in low-income areas by 15%”). As a best practice, it’s good to be granular and specific about what kind of performance measurement program you’re using, sharing how success is measured, and making sure your goals are all SMART : S pecific, M easurable, A chievable, R elevant, and T ime-Bound.

At Northeast Ohio Medical University (NEOMED) in Portage County, Ohio, they do exactly that!

At NEOMED, success is measured across six pillars through forty-two strategic initiatives. Their strategic plan emphasizes promoting diversity, equity, and inclusion among students, staff, and employees. Given NEOMED’s role as a leading medical research institution training future medical professionals, these values are also very practical metrics. For instance, the university tracks performance measures such as gender demographics and specific actions aimed at reducing disability stigma as outlined in their Strategic Plan: Creating Transformational Leaders Dashboard. Whether it’s a broad, impact-focused goal like fostering a more inclusive environment or a specific, output-oriented objective like establishing a low-cost tutoring center in the library, a well-structured strategic plan provides the necessary steps to initiate and maintain progress toward these goals.

For instance, we can see with regards to their financial aid banner optimization, they are measuring the performance of this project against data regarding financial aid and tuition. Financial aid is a pressing matter for NEOMED–they want to ensure people from diverse backgrounds, including economically disadvantaged backgrounds, are able to attend medical school. They want to become experts in financial aid content, utilizing their expertise to educate NEOMED faculty, staff, and students about the available student aid policies and possible funding opportunities. Tracking data over time—such as seeing how many scholarships have been awarded over time—demonstrates how often these resources are being used, and can indicate how accessible they are.

It’s important for higher education institutions to strategize effectively to maintain their relevance and competitiveness. Embracing progressive, innovative processes and being meticulous with data is a great way to lay down a strategic plan that also balances the complex network of relationships of internal educators, students, administrators, and the wider communities served. A higher education institution’s strategic plan plays a pivotal role in the growth of the institution and the wellbeing of students! We love to see these strategic plans that embrace data to drive equity, make changes around accessibility, and push for better, more meaningful performance measures.

“All of the metrics related to our strategic plan live in Envisio, and we have assigned the ownership and agency of those data points to certain people. It’s helped us develop a common lexicon, and it is the tool in which we demonstrate our progress. Oftentimes, the focus of it is really to celebrate all of the people who contribute to our strategic plan. All of those contributors, the 90 plus folks that are in Envisio, deserve to be recognized and congratulated and to see the impact of the work that they’re doing. It’s important to show the collective impact on driving the mission forward.” — Lacey Madison, VP Strategy and Transformation, NEOMED.

Get the Guide↓

So you’ve got your plan, but how can you go from strategy to operationalization? What about aligning your budget with your strategy? Our free, comprehensive guide From Strategy to Action: A Guide to Operational Planning for Local Governments & Public Sector Organizations , contains insights gathered from the experiences of over 150 public sector organizations, including higher education institutions.

Download now for practical guidance on operational planning now!

Mary King is a professional writer and researcher based in Toronto. She comes to Envisio with a Masters Degree, where she researched the relationship between the disappearance of urban public spaces, and high level decision-making processes in local governments. For nearly a decade, Mary has worked as a community organizer, promoter, and supportive researcher in a variety of nonprofits and think-tanks, and her favorite area of focus was in connecting local artists with marginalized youth. Since 2017, her writings and research on policy, local governance, and its relationship to public art and public space has been presented at conferences internationally. She has also served as both a conference chair and lead facilitator on professional and academic conferences across Canada on how to better bridge academic research with local change-agents, policy makers, artists, and community members. Envisio’s mission of excellence and trust in the public sector maps onto Mary's interest in local government and community mobilization. She loves working at Envisio because she cares about having well organized, strategic, and transparent public organizations and local governments. Mary is also a creative writer and musician and has been supported in her practice by the Canada Council for the Arts. Her stories can be found in literary journals across Canada.

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In education, evolution and adaptation are constants. Academic institutions must stay up to date with technology and teaching methods to succeed, while also managing students' social, emotional, and academic needs. With all of these considerations in addition to budgetary constraints, It's easy to see why ensuring student and institutional success requires a dynamic strategic plan.

This blog post will outline the best practices academic institutions should consider when developing an effective strategic plan to address these challenges. To create an effective strategic plan, we need to eliminate the disconnect between leadership's high-level vision and employees' tactical work. Leading academic institutions, growing companies, and organizations adapt to change through dynamic strategic planning. 

A dynamic strategic plan breaks down an organization's long-term vision into short-term goals and then builds a roadmap to achieve those goals. As part of this process, the organization's plan should be reviewed and revised regularly to ensure relevance and alignment with its mission. Academic plans are typically written as multi-year plans and organizations often face challenges in developing effective strategic plans that are easy to understand and execute. Here are a few suggestions to help address these challenges:

• Clearly define your vision: The first step in developing an effective strategic plan is to define the vision for the school. This should be a clear, concise statement that articulates what the school hopes to achieve. 
• Identify key objectives: Once you have a clear vision, identify the key objectives that will help you achieve them. These should be specific and measurable goals that align with your vision.
• Create measurable, outcome-focused key results: With your objectives in mind, it is important to focus on creating key results that drive outcomes, not outputs to help you reach your targets. Schools that focus on driving actionable objectives with outcome-based key results will ensure they stay aligned on what truly matters.
• Prioritize and allocate resources: It's essential to prioritize your strategies and allocate resources accordingly. Determine which strategies are most critical to achieving your objectives and ensure that you have the resources (e.g., time, budget, personnel) to implement them effectively.
• Monitor and evaluate progress: Finally, monitor and evaluate progress regularly to ensure that you are on track to achieving your objectives. This will help you identify areas where you may need to adjust your strategies or allocate additional resources.

By following these steps, academic institutions can develop a strategic planning framework and process that is effective, simple, and links vision to tactical execution. So now that we have the steps needed to build our strategy, let's start to bring it to life.

Take a field trip: host an annual Strategic Planning Offsite 

Before each academic year, we recommend holding a strategic planning meeting offsite with your leadership team. This is dedicated time to focus on the priorities for the upcoming year. Before diving into where you're headed, set aside time for a retrospective to discuss the previous year. In addition, discuss the current education landscape.

To build a future-focused and tailored plan for your academic institution, the team should reconfirm your mission and values, set your vision, and define your top strategic priorities. 

As you head into your offsite, we recommend the following best practices that lead to success:

• Get Outside of the Office : Find space outside of the work environment to reduce distractions and encourage collaboration.
• Set a Clear Agenda : Agree ahead of time on the purpose of each day, the deliverables, and actionable next steps. 
• Make Space to Think: Carve out time for free thinking vs. relying on group thinking to encourage new ideas. If you need a template, we recommend using this worksheet to guide the conversation .

Simplify the strategic plan: align your high-level strategy with tactical execution

Academic plans are typically written as multi-year plans (5-year plans are most common) which can lead to a very detailed and dense plan. Given the complexity and length of the strategic plan, it can feel overwhelming and difficult to break the plan down and prioritize what’s most imperative to execute and focus on. We recommend breaking the larger multi-year plan into digestible annual plans that are more manageable. 

We recommend identifying 3-5 main themes in your strategic plan, often referred to as pillars or rallying cries. Once you have core themes, you can prioritize and bucket the most critical initiatives and objectives. Every theme will have specific supporting objectives and key results. We recommend using consistent nomenclature when creating themes, objectives, and key results so any team member can easily understand why the work is significant. 

Once we have the multi-year plan broken into annual plans and themes identified, we recommend defining short-term objectives (quarterly or semi-annually) and measurable metrics to drive key results. Breaking down the plan into quarters will feel more approachable and attainable. In addition, it will provide clarity and transparency for the executing team. When the strategic plan is broken down into actionable items, small wins can be celebrated along the way. This boosts motivation, engagement, and morale.  

Consistency is key to a successful strategic plan

When individuals understand how their work aligns with the high-level strategy and vision, they can prioritize their initiatives. Establish clear, measurable objectives and key results that are easy to track and provide consistent nomenclature. Keep these three tips in mind when writing your strategic plan objectives:

• Objectives should be aspirational and push people outside their comfort zone.
• Each objective should have 2-3 measurable and quantifiable results.
• Have a clear, defined owner responsible for recurring status updates. 

The best way to write objectives is to start by asking, “Why is this initiative important?” When you understand the why, you can create measurable outcome-driven results. Let’s walk through an example objective with key results laid out in Elate.

Theme: Develop and retain a diverse educator workforce.

Objective: Strengthen and diversify the educator pipeline and workforce.

Objective Purpose Statement: Increase mentoring and leadership development programs to retain educators, particularly educators from under-represented backgrounds. 

Key metrics: 

• Increase mentoring program engagement by 50% 
• 96% educator retention rate 

Implement rituals and track success with dynamic strategic planning

After your plan is built, it is imperative to establish rituals to stay on track and measure progress against the strategic plan. Rituals are defined as a rhythm, cadence, and process for reviewing objectives and strategic plans. Establishing strong rituals allows critical conversations to happen proactively. When objectives are stuck in limbo or fall off track, proactive discussions can happen. However, many academic institutions have different rituals for different teams. Implementing consistent rituals regularly will help you stay aligned, measure progress, and ensure you’re having the right conversations at the right time.

To keep everyone on the same page and connect tactical execution to strategic vision, we recommend objective owners provide bi-weekly updates. Across many academic institutions, strategy, and operations leaders spend countless hours tracking down updates that become outdated quickly. With Elate, reminder notifications are automatically sent to team members so they can focus more on execution and less on chasing down updates. 

We recommend spending a few minutes in executive team meetings reviewing objectives that are off-track or not making progress to create an action plan moving forward. This ritual of reviewing the plan early often brings awareness to the leadership team about objectives that need attention or are falling behind. It also allows space to celebrate accomplishments and wins. 

This makes it easy to ensure the strategic plan lives and breathes. Setting and clearly defining rituals for how the plan progresses, updates are made and reviewed, and addressing red flags is key to success. 

Focus on the right metrics to measure your strategic plan's success

With key results, objectives, and business-as-usual metrics all in one place, Elate keeps the strategic plan organized with a consolidated view. In Elate, scorecards provide an essential view of business-as-usual metrics and progress. Create specific scorecards for the board, enrollment, grant, and donor activity. 

Elevate your strategic plan with Elate

Strategic planning is critical for academic institutions that want to stay competitive, adapt to change, and achieve their goals. By following these best practices, higher education and academic institutions can achieve their goals and stay competitive in an ever-changing environment. 

Strategic planning has never been easier with Elate. Our platform simplifies and streamlines the strategic planning process, taking the stress out of it. We make it easy to stay on track with transparent reporting, simple collaboration, and one-click integrations with Salesforce, Google Sheets, Microsoft Teams, and Slack. Your vision can finally meet your strategy.

Learn more about our strategic planning tools and services, or contact us today to learn more about how we specifically work with other Academic Institutions!

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Is Your Strategic Plan a List of Ideas or a True Change Engine?

Throughout any given year, I often meet with cabinets, presidents, and boards who are in the process of building/renewing their strategic plans. Strategic plans can be a fantastic way to create and propagate vision and—more importantly—progress toward needed changes at an institution. That being said, these initiatives often fall far short of being the catalyst of transformation at institutions and rather serve as a comprehensive list of ideas with little means of prioritization and filtering. Let’s discuss ways to shift this mentality and create a stronger pathway for plans to transform.

Find the real focus of your strategic plan

The power of a strategic plan is to create a focused vision for change (emphasis on focused ). One problem most presidents and planning committees face is that ideas largely tie to institutional missions and values. While these are extremely important ideals, missions and values tend to be extremely broad and therefore extremely poor filters to decide which plan initiatives to pursue—and perhaps more importantly, which ones not to pursue. 

One way that Carnegie gets through this conundrum is by using a different type of metric for filtering: institutional personality . The personality and culture of an institution is much more specific than its mission and values. This enables a committee to wrestle with the ideas that will enhance or confirm culture. As a successful university president once said to me, forming a strategic plan is like creating a 27-lane highway. Personality helps me figure out which cars to put in which lanes.

Avoid planning fatigue

A second problem facing many presidents is the fatigue that the planning process takes on the campus and the appetite for continuation. Most plans are huge consensus-driven projects with dozens to hundreds of campus constituents weighing in to the project. Consensus is a critical component of any shared governance culture, but using it in strategic planning is often misguided. 

The reality of most plans is that 10%–20% of the people involved create 80%–90% of the ideas that make it in the plan. As a result, consensus is wasted when it could be harnessed to enhance the understanding of culture, personality, or, even better, involvement in plan implementation. Considering the moment to call for consensus is very important to ongoing plan success and fatigue reduction on campus.

Maintain your momentum

A third and more problematic issue facing strategic plans is the fact that they often fail to produce momentum after competition. A plan will have a great website and fanfare only to fail to produce results in the outer years. 

One way we recommend harnessing your plan is through continuous planning processes (sometimes called “Evergreen”). In this philosophy, planning is never really complete and always in a state of implementation, evaluation, and renewal. Universities implementing such a model often republish their plans for the subsequent three-, four-, or five-year period annually and seek board adoption of the revision as well. 

As a result, institutions following this method often see much more focus and progress on critical initiatives, an increase in implementation activity, and the potential for a rise in institutional transformation. 

Whether your strategic plan is on its next iteration or you’re just initiating the first of many versions to come, it’s important to reflect on the way to filter ideas, the timing and use of consensus, and the process for plan renewal in order to realize the desired transformation at your institution.

Happy planning. 

If you are considering a strategic planning project and want to learn more about how institutional personality can help you create a plan that inspires authentic change, contact us to set up time to talk. 

Scott Ochander is a Partner and Chief Client Solutions Officer at Carnegie. As a former Vice President for Enrollment and Marketing, Scott is regarded as an expert in reputation and enrollment strategy in higher education. He pioneered a consensus-building reputation and change management research model in higher education that has empowered campus communities and enabled enrollment growth and reputation transformation. Scott has worked extensively in marketing and enrollment strategy, completing hundreds of strategy development projects across higher education at some of the largest and most influential institutions in the nation.

Follow and engage with Scott on Twitter and Linkedin , where he shares content and opinions on enrollment strategy, marketing, brand management, change management, and organizational operations.

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Strategic planning

The need for an iiep remains higher than ever.                                    (unesco internal oversight services, 2013).

 An effective ministry is guided by a plan which brings together all stakeholders and is regularly monitored and updated. IIEP strongly believes that planning is not a one-off activity. Rather it is a continuous practice that should engage all ministry departments and partners at national and subnational levels in a consultative and participatory process. Institutionalizing planning necessitates that ministries establish a strategic vision and priorities, coordinate their programmes and budgets annually and within a medium-term expenditure framework, negotiate with national and international financing agencies, and periodically monitor that it is on track to achieve policy objectives through implementation reviews.

Strategic planning guides educational development by giving a common vision and shared priorities. Educational planning is both visionary and pragmatic, engaging a wide range of actors in defining education’s future and mobilizing resources to reach its goals. For policy-makers, planning offers the path to:

• implement education reform and system transformation;
• realize equal opportunities for children and youth;
• provide quality education for all.

IIEP has strong experience and expertise in strategic planning and has developed in collaboration with the Global Partnership for Education (GPE) two newly published documents to help ministries in charge of education transform their processes and operations to meet the challenges of a changing world:

• Guidelines for Education Sector Plan Appraisal
• Guidelines for Education Sector Plan Preparation
• Guidelines for transitional education plan preparation

• train and coach on concepts, processes and tools to improve the practice of educational planning and management;
• analyse and reflect on education trends and issues from a policy and planning perspective;
• provide technical assistance and policy advice on critical issues for educational development.
• IIEP in Action 2018-2019
• Capacity development in educational planning and management: Learning from successes and failures

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Five-Year Strategic Plan

The IU School of Education is dedicated to making an impact in the field of education. As we look to the future, we must consider the changing landscape of education and the evolving needs of our students, faculty and staff. This strategic plan is intended to guide our efforts over the next five years and help us to continue to be a leader in the field of education. The plan lays out our vision in the areas of research, service and student success, with goals, objectives and strategies for each area.

We aim to identify and promote high-impact, transformational, interdisciplinary research areas; advance the SOE’s research reputation; and develop partnerships and a community to drive research and innovation.

We aim to develop and disseminate educational resources across contexts and populations; engage in collaborative partnerships with more schools and organizations; and engage strategically with diverse stakeholders to promote just and equitable learning opportunities.

We aim to work toward equity and justice in all SOE programs; evaluate issues of availability and affordability; encourage the development of new programs; and become a leader in the design and use of technology-enhanced active learning spaces to support high-quality teaching.

We continually strive to ensure that our students feel safe and can thrive in an environment that challenges and motivates them to reach their highest potential. Dean Stacy Morrone

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Below are s trategic   pla n s of UNC’s peer institutions. The list includes peers that UNC identified in 2011 for Colorado Department of Higher Education performance reporting and enrollment   plan ning, as well as those identified in 2006 by the National Center for Higher Education Management Systems (NCHEMS). An asterisk indicates an institution is in both peer groups.   

• Ball State University*  Destination 2040: Our Flight Path    
• Bowling Green State University*   Focus on the Future  
• Illinois State University   Educate • Connect • Elevate  
• Indiana University of Pennsylvania*   IUP   Strategic   Pla n   2015-2020  
• Louisiana Tech University   Five Year   Strategic   Pla n  
• Miami University   Strategic   Pla n   for Miami’s Future  
• Middle Tennessee State University   2015-2025 MTSU   Strategic   Pla n  
• Northern Arizona University   2018-2025   Strategic   Pla n   One NAU. Side by Side.  
• South Dakota State University   Imagine 2023: Aspire. Discover. Achieve.  
• State University of New York at Binghamton   Road Map to Premier  
• University of Louisiana Lafayette   Strategic   Pla n   2015-2020  
• University of North Carolina Greensboro*   Giant Steps  
• University of North Texas   University of North Texas   Strategic   Pla n   2012-2019  

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Disruption. The new normal. VUCA. Whatever you call it, the truth is the same: The pace of change is rapid and constant. The world that higher education serves today is vastly different than 10 or 20 years ago. “Business as usual” is a luxury few can afford; higher education institutions are asked to prove their worth, redefine their purpose, and respond more quickly to society’s needs.

In this new normal, higher education strategic planning is no longer an empty exercise or a leadership vanity project. It is imperative for each institution to survive . . . and thrive.

What is strategic planning?

Strategic planning is a deliberate, disciplined effort to produce fundamental decisions and actions that shape and guide what an institution is, what it does, and why it does it.

The college or university strategic plan provides guidance for institutional decisions, both long-term and day-to-day, and makes sure that decisions and operations:

• Carry out the institution’s mission, vision, and values
• Comply with mandates and regulations of government, accrediting bodies, etc.
• Keep the institution operationally and fiscally healthy, now and in the future

5 Components of Strategic Planning in Higher Education

The components of every strategic plan will vary according to an institution’s culture and needs but generally include:

• Explanation of the planning process
• Foundational information (an institution’s mission, vision, values)
• What your institution wants to achieve (goals, strategic issues, objectives, etc.)
• How your institution will achieve its goals (strategies, tactics, actions, etc.)
• How your institution will measure success (metrics, KPIs)

Why do strategic planning?

Higher education strategic planning helps an institution focus on its future success. How is the world changing, and how do we need to respond? What opportunities do we have to make a difference? What changes do we need to make today so we’re ready for tomorrow?

It gives an institution an opportunity to reflect on its performance. Is the institution achieving its vision? Living by its mission? Serving students in the ways they need? What should we start doing? Keep doing? Change? Stop doing?

Why is integrated planning important for strategic planning?

Higher education institutions are complex. The success of any initiative—from improving graduation rates to creating a more inclusive environment—requires expertise, time, and work from multiple units. At the same time, each unit has its own activities and work that it’s focusing on. By building relationships across departments, integrated strategic planning prevents duplicate activities (or worse, initiatives that work against each other), creates opportunities for collaboration, and makes sure that time and effort are spent on initiatives that realize the mission. Integrated strategic planning saves an institution’s resources while improving its work.

Integrated planning also helps with a strategic plan’s implementation. An integrated university or college strategic plan reflects the beliefs and experiences of the institution’s stakeholders, motivating people to change and experiment. It’s linked to the budget, so there are resources to implement plan strategies. It’s informed by assessment, so the strategic plan can adapt and stay relevant.

Who does strategic planning?

Strategic planning should involve the input and participation of the entire campus community—both internal stakeholders (faculty, administration, staff, students, alumni) and external stakeholders (community members, employers).

The planning committee or team leads the process. Since strategic planning can be a long, complex process, there may also be additional committees or task forces to tackle different topics or parts of the process.

Planning Committee

• Chair: president, senior-level administrator, or faculty member (depends on the institution)
• Representatives of key stakeholder groups
• Top-level decision makers (provost, VPs/directors of key campus divisions and departments)

When is strategic planning done?

Most strategic plans are cyclical. As one strategic plan nears the end of its horizon (the length of time a plan covers), a new planning process begins for the next strategic plan.

A plan’s horizon depends on the institution and its needs. Most strategic plans cover five to 10 years, but some may cover as few as three and others as long as 20.

If a new president assumes leadership of the institution, the new president will often conduct a new planning process that reflects the president’s priorities.

How is strategic planning done?

The strategic planning process needs to be adapted to an institution’s culture and operations. For example, a tightly controlled top-down process may face challenges in a highly decentralized institution.

Strategic planning processes need to include the following activities and characteristics:

• Communicate the process, purpose, who is involved, and how decisions will be made
• Seek and use feedback from as many stakeholders as possible, both on and off campus
• Scan externally and internally to identify strengths, areas to improve, opportunities, and potential threats
• Prioritize what the institution wants to accomplish
• Outline how the institution will invest its resources (including time and people) to accomplish those goals
• Align resources, day-to-day work, and initiatives across the institution with the plan
• Measure, monitor, and modify the plan as needed

You’re invited to join the SCUP community toward learning and practicing integrated strategic planning in higher education. Check out our related learning resources and upcoming events and courses below.

Interested in becoming a SCUP member? We have a place for you. Learn more and join us.

Join the conversation on the SCUP listserv.

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Conference recordings, strategic plan implementation in a vuca environment, planning for higher education journal, untangling the history and procedures of strategic planning, a practical guide to strategic planning in higher education, the hardest part of integrated planning, succeeding at planning survey report, conferences, courses, and workshops of interest, planning institute: foundations, trends that impact higher education planning: insights from scup’s fall trends in higher education report, community conversation, community conversations: by institutional type, what's your biggest challenge.

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Sample School Strategic Plan

Education is the very foundation of every professional. This fact makes it important, regardless of whether you tackle elementary, high school, college , or postgraduate levels. It became so important that it has been included in the top priorities and goals of each individual. For this very reason, a school administration has to see to it that its departments are introduced to continuous improvement for it to satisfy their market’s demands. And, the best way to do so is through the process of planning. During such a process, a school outlines sets of strategies and the project action plans that would likely sustain the business in 3 year’s time, more or less. A good example of this is a one-page strategic plan for the whole school approach. Get more samples by having a look at our Free 15+ School Strategic Plan Examples in Microsoft Word, Google Docs, and Apple Pages.

15+ Sample School Strategic Plan Examples

1. school strategic plan.

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2. School Educational Strategic Plan

3. School Academic Strategic Plan

4. Primary School Strategic Plan

Size: 536 KB

5. Private School Strategic Plan

Size: 120 KB

6. Strategic Plan For School Improvement

Size: 570 KB

7. Sample Strategic Plan For School Improvement

Size: 339 KB

8. Five-Year Strategic Plan For Schools

Size: 158 KB

9.  Quality Strategic Plan in Secondary Schools

Size: 181 KB

10. 5-Year School Strategic Plan Example

11. School Strategic Development Plan

Size: 325 KB

12. School Management Strategic Plan

Size: 294 KB

13. Basic School Strategic Plan

14. Formal School Strategic Plan

Size: 200 KB

15. Simple School Strategic Plan Example

Size: 106 KB

16. Printable School Strategic Plan

Size: 646 KB

What Is a School Strategic Plan?

A school strategic plan is a document that establishes a certain institution’s development path with the goals, objectives, strategies, and activities taken into account. In fact, Eric Vo wrote in his 2018 article for Hartford Insurance’s website that if such a plan is prepared well, it can lead to the awakening of an organization and its employees’ responsiveness to both opportunities and challenges. In other words, a high school strategic plan , college strategic plan, or an academic strategic plan is not just good for a school to generate profit but also for it to sustain itself when disadvantageous circumstances arise.

Keys To a Successful Strategic Planning

The keys to making a successful strategic plan can be broken down into three, including team chemistry, communication, and adaptability.

Team chemistry, just like in sports, plays a crucial role in smoothening the functions of every employee in a company, which can gradually lead to the success in any undertaking, such as the implementation of strategic planning. It can be gained by also planning, implementing, and maintaining an employee engagement strategy and communication plan .

In another aspect, the success of the strategic plan also relies heavily on the adaptability of a company and its constituents—the main reason why is that such a plan is set for long-term company goals. Within the timeframe of its project implementation plan , a lot could happen. With the ability to adapt to sudden changes, the project workflow will not be affected, and the overall strategic plan will be carried on.

How to Organize a School Strategic Plan

Planning is one of the hardest parts of a project. Apart from elongating your patience, you also have to be very careful in taking each step of the process. Given its difficulty, it is understandable that you have to go through a series of process analysis , and will be answering a couple of project evaluation questionnaires . And, failing those can cause a loss of your time, effort, and money. To prevent your company from losing any, we have set our list of guidelines and insights below on how to successfully organize a school strategic plan.

1. Identify Rooms for Development

There are many aspects in a school that needs to be developed for it to cater to more students, to have better business results, and to prepare its constituents from unforeseeable endangerments. To narrow down your focus as you organize your business development strategies , you have to identify which among the rooms for development you should be working on.

2. Cite School Resources

Before you go on in conceptualizing your plan, know what resources school has. This is so it will be easier for you to manage the asset allocation that will be useful in the pursuance of your future strategic plan.

3. Set Goals and Objectives

The goals and objectives are the main drivers of any plan. This is why setting your short-term and long-term goals are necessary. With these drivers in hand, your company employees will have a clearer overview of what they should prioritize.

4. Meet With Stakeholders

It takes more than just one mind to achieve a successful strategic plan for your school . Therefore, you need to call in people who have long experiences in your school’s management – executive stakeholders. Creating an executive meeting agenda may be a hassle, but the fruit that the meeting bears will surely be sweet and highly beneficial.

5. Draft Plan

Once you have discussed your strategic plan with the stakeholders, it is time to put them into technical writing . Why? Obviously, the reasons are mainly for formality, legality, and guidance. By documenting the details of such a plan in your data inventory , all concerned employees will have a good reminder about their tasks, responsibilities, and targets.

6. Present, Evaluate, and Revise

After drafting your plan’s specifications, present them to the stakeholders one more time. This is for you to identify faults and garner recommendation reports from them that can make your strategic plan more effective and efficient. Once the suggestions are collected, revise your output accordingly. This step might be repeated until the stakeholders are satisfied.

1. What are the major components of a standardized strategic plan?

A standard-based strategic plan must include the following:

– Mission, Vision, and Values Statements

– SWOT Analysis

– Goals and Objectives

– Strategies and Relevant Activities

– Evaluation and Maintenance Strategy Plan

2. What is the difference between a strategic plan and tactical plan?

A strategic plan gives out the broader context of how to achieve long-term goals. A tactical plan, on the other hand, focuses more on detailing the activities to reach the set goals.

3. Are schools businesses?

Yes, they are. Schools offer services, which take forms of educational programs, to students who are their customers or clients in exchange for a specific amount of money.

Almost all individuals know how important schools are in our society. And businesses, by nature, have to build themselves up for it to cope up with the changes, especially the ones that influence the customer preference. While doing so, they also have to take into account several internal factors. In line with this, a school strategic plan is a perfect document that must be developed to ensure the completeness of a development project .

Text prompt

• Instructive
• Professional

Create a study plan for final exams in high school

Develop a project timeline for a middle school science fair.

Higher Education Strategy Template

What is a Higher Education strategy?

Higher Education encompasses high schools, colleges, universities, and other educational institutions. Subsequently, a Higher Education strategy focuses on strengthening the relationship such institutions have with their funding parties i.e. government bodies or endowments. The strategy involves the relationship with their 'users' i.e. students and staff too. 

What's included in this Higher Education strategy template?

• 4x Higher Education Focus Areas
• 12x Higher Education Objectives
• 13x Higher Education Projects
• 19x Higher Education KPIs

Who is this Higher Education strategy template for?

This higher educational strategy template can be useful for all institutional organizations i.e. colleges, universities using it for a university strategic plan, private universities, high schools, advanced vocational training, and public universities.

How is this Higher Education strategy template relevant to your organization?

A Higher Education strategy template is important to implement for any such institution as it helps shape and create the culture that the company is working towards and ultimately achieve its vision and mission statement. Having such a strategy in place determines the current strengths of the institution and how they can mitigate risks.

1. Define clear examples of your focus areas

Focus areas can be viewed as the foundation pillars in working towards your strategy. They are useful in expanding your vision statement and actually creating some structure to work towards achieving your goals. To clearly come up with higher education focus areas it is important to understand the core values of your organization and the culture you are trying to create.

For example, in a university, focus areas could be finance, enrolment, research, and future opportunities. These focus areas will usually revolve around what the organization is trying to achieve and why they believe it to be an important area to prioritize.

2. Think about the objectives that could fall under that focus area

A strategic objective usually has to be specific and measurable. They are performance goals that are set to increase productivity and reflect some form of big picture direction for your organization.

An example objective that could fall under the focus area of finance: Grow funds to propel institutions' core learning activities.

Setting such objectives propels the business forward with a sense of direction and gives businesses something to direct energy and effort into accomplishing their education strategic plan. The example objective would usually be time-specific too as a targeted outcome. to work towards.

3. Set yourself measurable targets (KPIs) to tackle the objective

A KPI is a key performance indicator that is measurable and evaluates the success rate of an organization in relation to the task at hand. With reference to the Higher Education strategy template, Higher Education KPIs have to clearly track performance to create the next set of action steps.

A few examples of some higher education KPIs are:

• Increase student attendance rate to 97%
• An annual increase in the number of prospective employers joining networking programs
• Increase the first year to third-year retention rates to 90%

The above Higher Education KPIs can be used to understand how an institution, program, and department is progressing toward its goals. Such measured targets can help bring about needed change to an organization and identify what is successful and what isn't working.

4. Implement related projects to achieve the Higher Education KPIs

With regards to achieving said KPIs, it is important to have a few projects which can assist your organization in actually reaching the target. The use of projects within this higher education strategy plays an important role in assessing the success rate of KPIs and are literal ways of accomplishing the target at hand.

Higher Education project examples:

• Establish a quantitative and qualitative data report on underlying reasons for student retention
• Training seminars to research, citation, and sourcing as part of the curriculum

5. Utilize Cascade tools to track and visualize performance

Under Cascade, the creation of dashboards and snapshots are available. More specifically, the use of dashboards enables organizations to visualize the set of projects and KPIs in a table or graph format.

Visual tools like this make it easier to map out the success rate of targets and measure the progress on given goals during a given period. The Cascade team recommends the use of this tool when creating your Higher Education Strategy template as it can be used to track performance and create comparisons between your organization and competitors. Having a set goal that can be visualized is also a good way to have something to work towards and can boost team morale and team performance.

MIDDLE SCHOOL MATTERS

High-quality support and resources for the middle grades

Strategic Action Plan Template

Step 2 of the middle school matters strategic planning process is goal setting and action planning., the middle school matters strategic action plan template allows educators to develop measurable goals and specific action steps and deadlines for improving or enhancing research-based instruction. it is intended to be completed after using the middle school matters self-assessment tool , which helps educators identify any practices currently lacking in typical instruction., how to use the template:, after conducting the self-assessment, select a few key principles to focus on during the upcoming school year. use one template per instructional practice., first, develop a measurable implementation goal, identify the desired student impact, and insert baseline data., next, create your action plan by inserting information for each phase of implementation: planning, implementation, monitoring and reflection, and refinement., return to your plan often during leadership team meetings. make adjustments along the way., download templates, blank action plan template, completed example action plan template, need help contact us at [email protected].

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Strategic Plan Examples: Case Studies and Free Strategic Planning Template

By Anthony Taylor - May 29, 2023

As you prepare for your strategic planning process, it's important to explore relevant strategic plan examples for inspiration.

In today's competitive business landscape, a well-defined strategic plan holds immense significance. Whether you're a private company, municipal government, or nonprofit entity, strategic planning is essential for achieving goals and gaining a competitive edge. By understanding the strategic planning process, you can gain valuable insights to develop an effective growth roadmap for your organization.

In this blog, we will delve into real-life examples of strategic plans that have proven successful. These examples encompass a wide range of organizations, from Credit Unions that have implemented SME Strategy's Aligned Strategy process to the Largest Bank in Israel. By examining these cases, we can gain a deeper understanding of strategic planning and extract relevant insights that can be applied to your organization.

• Strategic Plan Example (Global Financial Services Firm)
• Strategic Plan Example (Joint Strategic Plan)
• Strategic Plan Example: (Government Agency)
• Strategic Plan Example (Multinational Corporation)
• Strategic Plan Example: (Public Company)
• Strategic Plan Example (Non Profit)
• Strategic Plan Example: (Small Nonprofit)
• Strategic Plan example: (Municipal Government)
• Strategic Plan Example: (Environmental Start-up)  

When analyzing strategic plan examples, it is crucial to recognize that a strategic plan goes beyond being a mere document. It should encapsulate your organization's mission and vision comprehensively while also being actionable. Your strategic plan needs to be tailored to your organization's specific circumstances, including factors such as size, industry, budget, and personnel. Simply replicating someone else's plan will not suffice.

Have you ever invested significant time and resources into creating a plan, only to witness its failure during execution? We believe that a successful strategic plan extends beyond being a static document. It necessitates meticulous follow-through, execution, documentation, and continuous learning. It serves as the foundation upon which your future plans are built.

It is important to note that a company's success is not solely determined by the plan itself, but rather by how effectively it is executed. Our intention is to highlight the diverse roles that a company's mission, vision, and values play across different organizations, whether they are large corporations or smaller nonprofits.

Strategic plans can vary in terms of their review cycles, which can range from annual evaluations to multi-year periods. There is no one-size-fits-all example of a strategic plan, as each organization possesses unique needs and circumstances that must be taken into account.

Strategic planning is an essential process for organizations of all sizes and types. It assists in setting a clear direction, defining goals, and effectively allocating resources. To gain an understanding of how strategic plans are crafted, we will explore a range of examples, including those from private companies, nonprofit organizations, and government entities.

Throughout this exploration, we will highlight various frameworks and systems employed by profit-driven and nonprofit organizations alike, providing valuable insights to help you determine the most suitable approach for your own organization.

Watch: Examples of Strategic Plans from Real-Life Organizations 

Strategic Plan Example  - The Bank Hapoalim Vision:  To be a leading global financial services firm, with its core in Israel, focused on its clients and working to enhance their financial freedom.

Bank Hapoalim, one of Israel's largest banks with 8,383 branches across 5 different countries as of 2022, has recently provided insights into its latest strategic plan. The plan highlights four distinct strategic priorities:

• Continued leadership in corporate banking and capital markets
• Adaptation of the retail banking operating model
• Resource optimization and greater productivity
• Differentiating and influential innovation

Check out their strategic plan here: Strategic Plan (2022-2026)

We talked to Tagil Green, the Chief Strategy Officer at Bank Hapoalim, where we delved into various aspects of their strategic planning process. We discussed the bank's strategic planning timeline, the collaborative work they engaged in with McKinsey, and the crucial steps taken to secure buy-in and ensure successful implementation of the strategy throughout the organization. In our conversation, Tagil Green emphasized the understanding that there is no universal template for strategic plans. While many companies typically allocate one, two, or three days for strategic planning meetings during an offsite, Bank Hapoalim recognized the significance of their size and complexity. As a result, their strategic plan took a comprehensive year-long effort to develop. How did a Large Global Organization like Bank Hapoalim decide on what strategic planning timeline to follow?

"How long do you want to plan? Some said, let's think a decade ahead. Some said it's irrelevant. Let's talk about two years ahead. And we kind of negotiated into the like, five years ahead for five years and said, Okay, that's good enough, because some of the complexity and the range depends on the field that you work for. So for banking in Israel, four or five years ahead, is good enough. "  Tagil Green, Chief Strategy Officer, Bank Hapoalim 

Another important aspect you need to consider when doing strategic planning is stakeholder engagement, We asked Tagil her thoughts and how they conducted stakeholder engagement with a large employee base.

Listen to the Full Conversation with Tagil:

Strategic Planning and Execution: Insights from the Chief Strategy Officer of Israel's Leading Bank

Strategic Plan Example: Region 16 and DEED (Joint Strategic Plan)

Mission Statement: We engage state, regional, tribal, school, and community partners to improve the quality and equity of education for each student by providing evidence-based services and supports.

In this strategic plan example, we'll explore how Region 16 and DEED, two government-operated Educational Centers with hundreds of employees, aligned their strategic plans using SME Strategy's approach . Despite facing the challenges brought on by the pandemic, these organizations sought to find common ground and ensure alignment on their mission, vision, and values, regardless of their circumstances.

Both teams adopted the Aligned Strategy method, which involved a three day onsite strategic planning session facilitated by a strategic planning facilitator . Together, they developed a comprehensive 29-page strategic plan outlining three distinct strategic priorities, each with its own objectives and strategic goals. Through critical conversations, they crafted a clear three year vision, defined their core customer group as part of their mission, refined their organizational values and behaviors, and prioritized their areas of focus.

After their offsite facilitation, they aligned around three key areas of focus:

• Effective Communication, both internally and externally.
• Streamlining Processes to enhance efficiency.
• Developing Effective Relationships and Partnerships for mutual success.

By accomplishing their goals within these strategic priorities, the teams from Region 16 and DEED aim to make progress towards their envisioned future.

To read the full review of the aligned strategy process click here

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Strategic Plan Example: (Government Agency) - The City of Duluth Workforce Development Board

What they do:

The Duluth Workforce Development Board identifies and aligns workforce development strategies to meet the needs of Duluth area employers and job seekers through comprehensive and coordinated systems.

An engaged and diverse workforce, where all individuals, regardless of background, have or are on a path to meaningful employment and a family sustaining wage, and all employers are able to fill jobs in demand.

The City of Duluth provides an insightful example of a strategic plan focused on regional coordination to address workforce needs in various industry sectors and occupations. With multiple stakeholders involved, engaging and aligning them becomes crucial. This comprehensive plan, spanning 82 pages, tackles strategic priorities and initiatives at both the state and local levels.

What sets this plan apart is its thorough outline of the implementation process. It covers everything from high-level strategies to specific meetings between different boards and organizations. Emphasizing communication, coordination, and connectivity, the plan ensures the complete execution of its objectives. It promotes regular monthly partner meetings, committee gatherings, and collaboration among diverse groups. The plan also emphasizes the importance of proper documentation and accountability throughout the entire process.

By providing a clear roadmap, the City of Duluth's strategic plan effectively addresses workforce needs while fostering effective stakeholder engagement . It serves as a valuable example of how a comprehensive plan can guide actions, facilitate communication, and ensure accountability for successful implementation.

Read this strategic plan example here: Strategic Plan (2021-2024)

Strategic Plan Example: McDonald's (Multinational Corporation)

McDonald's provides a great strategic plan example specifically designed for private companies. Their "Velocity Growth Plan" covers a span of three years from 2017 to 2020, offering a high-level strategic direction. While the plan doesn't delve into specific implementation details, it focuses on delivering an overview that appeals to investors and aligns the staff. The plan underscores McDonald's commitment to long-term growth and addressing important environmental and societal challenges. It also highlights the CEO's leadership in revitalizing the company and the active oversight provided by the Board of Directors.

The Board of Directors plays a crucial role in actively overseeing McDonald's strategy. They engage in discussions about the Velocity Growth Plan during board meetings, hold annual strategy sessions, and maintain continuous monitoring of the company's operations in response to the ever-changing business landscape.

The McDonald's strategic plan revolved around three core pillars:

• Retention: Strengthening and expanding areas of strength, such as breakfast and family occasions.
• Regain: Focusing on food quality, convenience, and value to win back lost customers.
• Convert: Emphasizing coffee and other snack offerings to attract casual customers.

These pillars guide McDonald's through three initiatives, driving growth and maximizing benefits for customers in the shortest time possible.

Read the strategic plan example of Mcdonlald's Velocity growth plan (2017-2020)

Strategic Plan Example: Nike (Public Company)

Nike's mission statement is “ to bring inspiration and innovation to every athlete in the world .”  

Nike, as a publicly traded company, has developed a robust global growth strategy outlined in its strategic plan. Spanning a five-year period from 2021 to 2025, this plan encompasses 29 strategic targets that reflect Nike's strong commitment to People, Planet, and Pay. Each priority is meticulously defined, accompanied by tangible actions and measurable metrics. This meticulous approach ensures transparency and alignment across the organization.

The strategic plan of Nike establishes clear objectives, including the promotion of pay equity, a focus on education and professional development, and the fostering of business diversity and inclusion. By prioritizing these areas, Nike aims to provide guidance and support to its diverse workforce, fostering an environment that values and empowers its employees.

Read Nike's strategic plan here

Related Content: Strategic Planning Process (What is it?)

The Cost of Developing a Strategic Plan (3 Tiers)

Strategic Plan Example (Non Profit) - Alternatives Federal Credit Union

Mission: To help build and protect wealth for people with diverse identities who have been historically marginalized by the financial industry, especially those with low wealth or identifying as Black, Indigenous, or people of color.

AFCU partnered with SME Strategy in 2021 to develop a three year strategic plan. As a non-profit organization, AFCU recognized the importance of strategic planning to align its team and operational components. The focus was on key elements such as Vision, Mission, Values, Priorities, Goals, and Actions, as well as effective communication, clear responsibilities, and progress tracking.

In line with the Aligned Strategy approach, AFCU developed three strategic priorities to unite its team and drive progress towards their vision for 2024. Alongside strategic planning, AFCU has implemented a comprehensive strategy implementation plan to ensure the effective execution of their strategies.

Here's an overview of AFCU's 2024 Team Vision and strategic priorities: Aligned Team Vision 2024:

To fulfill our mission, enhance efficiency, and establish sustainable community development approaches, our efforts will revolve around the following priorities: Strategic Priorities:

Improving internal communication: Enhancing communication channels and practices within AFCU to foster collaboration and information sharing among team members.

Improving organizational performance: Implementing strategies to enhance AFCU's overall performance, including processes, systems, and resource utilization.

Creating standard operating procedures: Developing standardized procedures and protocols to streamline operations, increase efficiency, and ensure consistency across AFCU's activities.

By focusing on these strategic priorities, AFCU aims to strengthen its capacity to effectively achieve its mission and bring about lasting change in its community. Watch the AFCU case study below:

Watch the Full Strategic Plan Example Case Study with the VP and Chief Strategy Officer of AFCU

Strategic Plan Example: (Small Nonprofit) - The Hunger Project 

Mission: To end hunger and poverty by pioneering sustainable, grassroots, women-centered strategies and advocating for their widespread adoption in countries throughout the world.

The Hunger Project, a small nonprofit organization based in the Netherlands, offers a prime example of a concise and effective three-year strategic plan. This plan encompasses the organization's vision, mission, theory of change, and strategic priorities. Emphasizing simplicity and clarity, The Hunger Project's plan outlines crucial actions and measurements required to achieve its goals. Spanning 16 pages, this comprehensive document enables stakeholders to grasp the organization's direction and intended impact. It centers around three overarching strategic goals, each accompanied by its own set of objectives and indicators: deepening impact, mainstreaming impact, and scaling up operations.

Read their strategic plan here  

Strategic Plan example: (Municipal Government)- New York City Economic Development Plan 

The New York City Economic Development Plan is a comprehensive 5-year strategic plan tailored for a municipal government. Spanning 68 pages, this plan underwent an extensive planning process with input from multiple stakeholders. 

This plan focuses on the unique challenges and opportunities present in the region. Through a SWOT analysis, this plan highlights the organization's problems, the city's strengths, and the opportunities and threats it has identified. These include New York's diverse population, significant wealth disparities, and high demand for public infrastructure and services.

The strategic plan was designed to provide a holistic overview that encompasses the interests of a diverse and large group of business, labor, and community leaders. It aimed to identify the shared values that united its five boroughs and define how local objectives align with the interests of greater New York State. The result was a unified vision for the future of New York City, accompanied by a clear set of actions required to achieve shared goals.

Because of its diverse stakeholder list including; council members, local government officials, and elected representatives, with significant input from the public, their strategic plan took 4 months to develop. 

Read it's 5 year strategic plan example here

Strategic Plan Example: Silicon Valley Clean Energy

Silicon Valley Clean Energy provides a strategic plan that prioritizes visual appeal and simplicity. Despite being in its second year of operation, this strategic plan example effectively conveys the organization's mission and values to its Board of Directors. The company also conducts thorough analyses of the electric utility industry and anticipates major challenges in the coming years. Additionally, it highlights various social initiatives aimed at promoting community, environmental, and economic benefits that align with customer expectations.

"This plan recognizes the goals we intend to accomplish and highlights strategies and tactics we will employ to achieve these goals. The purpose of this plan is to ensure transparency in our operations and to provide a clear direction to staff about which strategies and tactics we will employ to achieve our goals. It is a living document that can guide our work with clarity and yet has the flexibility to respond to changing environments as we embark on this journey." Girish Balachandran CEO, Silicon Valley Clean Energy

This strategic plan example offers flexibility in terms of timeline. It lays out strategic initiatives for both a three-year and five-year period, extending all the way to 2030. The plan places emphasis on specific steps and targets to be accomplished between 2021 and 2025, followed by goals for the subsequent period of 2025 to 2030. While this plan doesn't go into exhaustive detail about implementation steps, meeting schedules, or monitoring mechanisms, it effectively communicates the organization's priorities and desired long term outcomes. Read its strategic plan example here

By studying these strategic plan examples, you can create a strategic plan that aligns with your organization's goals, communicates effectively, and guides decision-making and resource allocation. Strategic planning approaches differ among various types of organizations.

Private Companies: Private companies like McDonald's and Nike approach strategic planning differently from public companies due to competitive market dynamics. McDonald's provides a high-level overview of its strategic plan in its investor overview.

Nonprofit Organizations: Nonprofit organizations, like The Hunger Project, develop strategic plans tailored to their unique missions and stakeholders. The Hunger Project's plan presents a simple yet effective structure with a clear vision, mission, theory of change, strategic priorities, and action items with measurable outcomes.

Government Entities: Government entities, such as the New York City Development Board, often produce longer, comprehensive strategic plans to guide regional or state development. These plans include implementation plans, stakeholder engagement, performance measures, and priority projects.

When creating a strategic plan for your organization, consider the following key points:

Strategic Priorities: Define clear strategic priorities that are easy to communicate and understand.

Stakeholder Engagement: Ensure your plan addresses the needs and interests of your stakeholders.

Measurements: Include relevant measurements and KPIs, primarily for internal use, to track, monitor and report your progress effectively.

Conciseness vs. Thoroughness: Adapt the level of detail in your plan based on the size of your organization and the number of stakeholders involved.

By learning from these examples, you can see that developing a strategic plan should be a process that fits your organization, effectively communicates your goals, and provides guidance for decision-making and resource allocation. Remember that strategic planning is an ongoing process that requires regular review and adjustment to stay relevant and effective.

Need assistance in maximizing the impact of your strategic planning? Learn how our facilitators can lead you through a proven process, ensuring effectiveness, maintaining focus, and fostering team alignment.

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Plan template bundle, education business plan template bundle, 11+ sample school strategic plan templates, private school student strategic plan example, higher educational institution strategic plan template, printable strategic plan graphic design template, primary & secondary school strategic plan, creating a school strategic plan:, step 1: goals and objectives, step 2: materials and resources needed, step 3: assess future opportunities, step 4: action plan, step 5: review, annual high school strategic planning template, academic public school strategic action plan template, operational school objectives strategic plan template, graduate college strategic plan template, five-year business strategic plan template, 3 year school strategic plan outline template, school goal success strategic plan template, graphic visual school strategic plan template, elements of a school strategic plan:, purpose of the school strategic plan, plan templates, 11+ sample school strategic plan templates in ms word | pdf | pages | google docs.

Running a school is similar to running a business. You need the latest facilities, benefits, and programs for any student, teacher, and school employee. When we work in the office, sometimes we cannot see what everyone needs. Like giving customer feedback form , you can also launch research with an interview or a question and answer survey form to help your respondents, and you get the information you need. Our sample school strategic plan templates help develop your content efficiently.

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• All the improvements that you want to achieve with the teachers, students, building and other facilities.
• A strategic plan to reach those goals is made and worked upon for the successful running of a school.
• It helps to ascertain the list of the improvements needed in the schools.
• It contributes to planning out the role of teachers and other people for improving the education methods within the schools. View a wider selection of strategic marketing plan  templates right here.
• It provides the improvements you need to achieve with the teachers, building, technology, and students.
• It outlines the plan for the improvements.
• A school strategic plan is generally made to reach certain goals and to keep doing well in schools with regards to education and also, the overall growth of the child.

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Ict online planning tool, ict strategic planning resources, updating school ict strategic plans.

Schools are encouraged to develop an ICT strategic plan that aligns with their School Strategic Plan and Annual Implementation Plan. An ICT strategic plan describes how school goals will be enabled by digital technology.

The online ICT planning tool helps schools simplify the ICT strategic planning process, by assisting schools to:

• develop their ICT vision
• identify current infrastructure, hardware and fleet usage and areas for improvement
• identify current ICT and target practices aligned with learning and teaching goals
• develop a plan of action, including a Gantt chart, that will lead to the achievement of their identified goals
• develop a plan for infrastructure and device management
• plan their school ICT budget expenditure over a 4-year period.

Principal class members and school service technicians have default access to the tool. Access for other staff members can be delegated. Contact the Service Desk via the Services Portal External Link (staff login required) or email at [email protected] for assistance.

To access the online planning tool, refer to: ICT planning tool External Link (staff login required).

A collection of resources and examples have been curated to assist schools with ICT strategic planning. To access these resources, visit Strategic Planning for Digital Technologies External Link on Arc Learning.

Prior to transitioning to department-provided technologies, as outlined in the Technologies and ICT Services policy , schools are encouraged to review and update their ICT strategic plans to align with the requirements and objectives of this policy.

Reviewed 02 September 2024

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NATIONAL EDUCATION STRATEGIC PLAN 2023-2027