Post on 08-Aug-2018
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Sustainable OrganizationalStrategies
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How do you build a sustainableorganization?
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What is organizational sustainability?
Five Key Elements1. Strategic Planning
2. Board Effectiveness3. Leadership & Administration
4. Marketing & Communication
5. Fundraising
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Vision Right strategy, leadership and message
Culture
Right people, environment and alignment Process
Right policies, systems,
marketing and services
Results Right measurements,
reporting, budgeting and
performance
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1. Strategic Planning2. Board Effectiveness3. Leadership & Administration4. Marketing & Communication5. Fundraising
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Strategic Planning Process
Vision
Mission
Values
Objectives
Tactics
and Tasks
Plan
Execution
Establish
Measure-
ments
Evaluate
Results
Goals
Organization
Board &
Committees
Plan
Completion
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Board and Administration Collaboration
Vision, Mission, Values Development &Alignment
Short and Long Term Goals Setting and Tracking Priorities
Periodic Review
Annual Updates
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Vision
Something to be accomplished in the future
Stretch target & challenging
Mission & Goals Educational focus specific to your school
Present to future
Values Describes organizations culture
Defines preferred behavior with organization
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Short Term (1-2 years) Address immediate first
Long Term (3-5 years)
Brainstorm for big picture Define characteristics of organization
SMART Approach
S pecific
M easurable A ttainable
R ealistic
T angible Attitude is Everything, Paul J. Meyers
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All priorities tie back to strategic plan goalsand vision, mission, values
System to track progress against goals using
monthly status reporting Review plan quarterly with board and staff in
half day session; include professionaldevelopment
Update plan annually with board and staff inoffsite retreat over 1-2 days
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Governance
Responsibility
Board Development
Effective Meetings
Status Reporting
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What is governance? Consistent management, cohesive policies, processes
and decision-rights for a given area of responsibility
7 Principles1. Govern as stewards
2. Establish organizational purpose
3. Exercise fiduciary responsibility
4.
Delegate authority and ensure accountability5. Speak and act as one
6. Spend the boards time only on things that matter
7. Commit resources and time to developing good
governance
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Board Responsibility
Conflict of Interest
Financial Oversight
Staff Management By-Laws
Directors and Officers Liability Insurance
Vision and Strategy
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Board Members
Board Decisions
Board Development Assessment tool
Effective Meetings Guidelines
Consent Agenda Open Meetings
Status Reporting
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Board Matrix- Handout #1
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Board Decisions-Handout #2
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Assessment Tool-Handout #3
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Board Guidelines-Handout #4
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Consent Agenda-Handout #5
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Public agencyeducational institution All meetings (decisions or deliberations) shall be open
to the public
No decisions made in secret
5 day meeting notice or regular monthly meetings withannual notice and 48 hour agenda notice
24 hour notice for special meetings, except inemergency
Meeting minutes must be taken
Executive sessions for specific purposes, specialguidelines for closed sessions
Board and committee meetings
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Board Status Report-Handout #6
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Division of Roles
Decision Making
Administrator Recruiting
Head of School Job Description
Performance Management
Board Reporting
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Division of Roles between Board andAdministrator- Handout #7
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Board and Administrator Roles Worksheet-Handout #8
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Selecting Administrator-Handout #9
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Job Description-Handout #10
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Performance Plan Example- Handout #11
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Status Report for Administration Example-Handout #12
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What is marketing?
Everything you do to recruit and retain students
Why communicate?
Tell your schools story
Who needs to hear?
All stakeholders-parents, faculty, staff, boardmembers, students, business leaders and community
members
How do you plan?
Marketing strategy
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Marketing Plan
Targeted Marketing
Messaging
Media
Public Relations
Community Engagement
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Marketing Plan Outline- Handout #13
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Data analysis
Surveys
Research
Describe the area or market/district in whichthe school will operate
Student population
What segment of the districts population do youplan to serve?
Parent population
What is the demographic?
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Develop succinct, consistent description of schoolsphilosophy, educational programs, and benefitsanswering Who are we?
What do we stand for?
Why does it matter?
Where are we headed?
Develop appropriate communication materials Website
Email Brochures
Newsletters
Print advertising
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Creating an Effective Press Release- Handout #14
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Develop partnerships and provide value to parents,staff, faculty, board members and the public
Public relations functions: Promotes community input
Anticipates image problems and provides solutions
Handles publications including newsletter and website
Acts as key contact for media: writes press releases; works to getmedia coverage of school news
Designs objective, informational material for budget/bond issuecampaigns
Designs all levels of communications, including writing a crisiscommunication plan
Conducts public relations research, surveys, and polls; interpretsresults
Creates avenues for student/staff recognition
Trains employees in the importance of public relations
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To whom are we most accountable? Our stakeholdersinclude:
Students
Parents
Board members
Broader community
Engagement is a two-way street the school listens to
parents and the community, communicates and reportsto them about their charter school, and invitesinvolvement in the school by its stakeholders
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Listening to stakeholders may include:
Surveying parents to solicit input prior to making amajor policy decision
Convening a series of parent/community forumschaired by board members to discuss a majorchallenge facing the charter school
Hosting monthly parent coffees to create informalopportunities to meet and hear concerns
Designing strategic planning process with ampleopportunities for parent and communityparticipation
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Charter School Partnerships- Handout #15
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Development
Whose job is fundraising?
Stakeholders
Who benefits directly and indirectly? Resources
What funding is available?
Strategy How do you develop a plan?
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Awareness&
Messaging
Communication &Education
ProgramDevelopment
Assessment &Effectiveness
Evaluation&
Reporting
Impact &Outcomes
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Foundations
Private contributions
Grants
Partnerships
In Kind
Information
foundationcenter.org idahononprofits.org
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Fundraising Plan for Charter Schools Example-Handout #16
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How do you build a sustainable organization?
What is organizational sustainability?
Five Key Elements1. Strategic Planning
2. Board Effectiveness
3. Leadership & Administration
4. Marketing & Communication5. Fundraising
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Beth Geagan210 N 6th Street
Boise, Idaho 83702208-424-6665208-863-7029
bgeagan@thebalancebusiness.com