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Overview of Phases

Strategic planning photo


Phase I: Engage

Document the current state of reality and desired future position of the district.

  • Conducted 11 board of school directors and admin structured, individual interviews.
  • Conducted focus groups with key stakeholder populations (100+ participants).
  • Reviewed mission, vision, and guiding principles of the district.
  • Reviewed archival data and reports provided by the district.
  • Administered survey of key stakeholder populations (897 respondents).
  • Discussed research and best practice around emerging themes from the engage phase.
  • The survey responses, along with the participation in the interviews and the focus groups, are strong indicators of the support that the community, parents/ guardians and staff demonstrate for the school district.


  • District Demographic Overview (Enrollment)
  • Finance Overview (Personnel/Organizational)
  • Assessments Scores Overview (Data/Performance)
  • Facilities & Technology Overview (Infrastructure)


  • School Directors & Administration Interviews (11 participants)
  • 15 Focus Groups (100+ participants)
  • Assessments Scores Overview (Data/Performance)
  • Online Survey Results (897 participants)

Phase II: Focus

Create a framework for broad direction and priorities for the future in a formal strategic action plan document. 

  • Reviewed stakeholder feedback and themes from engagement sessions.
  • Documented mission and vision and the future direction desired by stakeholders.
  • Initiated discussion regarding Portrait of a Graduate concept.
  • Developed a draft strategic plan document to serve as a broad outline to guide the future direction of the district. The strategic plan contains:
    • Mission and Vision
    • Global findings, strengths, challenges, opportunities and threats (SCOT) analysis
    • Portrait of a Graduate
    • Strategic goals and objectives
    • Establish action teams and themes

Phase III: Execute 

Document specific steps that will be taken in order to accomplish the goals and objectives identified in the strategic plan.

  • Administrator planning meeting to guide implementation
  • Initial biannual goals, plans and metrics
  • Presentation to the board of school directors
  • Executive summary