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©2007 Dr. Karl Squier1 Toolkit 1 –Step 1b Understanding a Complete Planning Cycle.
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Transcript of ©2007 Dr. Karl Squier1 Toolkit 1 –Step 1b Understanding a Complete Planning Cycle.
©2007 Dr. Karl Squier 1
Toolkit 1 –Step 1b
Understanding a Complete Planning Cycle
©2007 Dr. Karl Squier 2
What Are the Driving Forces?
No Child Left Behind (2001)
Article 31, RI General Assembly (2002)
ASCA National Model (2005)
RI Board of Regents High School Regulations (2003)
RIDE’s Guidance on the High School Regulations (2004)
RI High School Diploma System (2005)
Budgets
©2007 Dr. Karl Squier 3
Counseling Administrators
– District-wide Administrators (e.g., Director of Counseling, Level Coordinator)
– School-based Leaders (e.g., Counseling Department Head, Lead Counselor)
Who Will Use Toolkit 1?
©2007 Dr. Karl Squier 4
Why This Toolkit? Why Now?
We need to get better at planning
With the focus on implementing comprehensive school counseling programs, the time to get better is now
This toolkit provides simple and effective ways to design, plan and implement a comprehensive program in your district
TK1 is about helping you plan betterso you can better serve your students
©2007 Dr. Karl Squier 5
What TK1 Can Help You Do
Learn a complete planning cycle
Conduct a program audit
Develop a 3-year strategic plan
Develop annual implementation plans
Manage implementation of the plans
Assess progress toward plan goals
Establish an accountability system
©2007 Dr. Karl Squier 6
Fundamental Results
Your students achieve the ASCA National Counseling Standards
A comprehensive school counseling program is implemented in your district
Your students have a better chance of growth and success because of the counseling program
TK1 can help you achieve the most important results in school
counseling
©2007 Dr. Karl Squier 7
Learn the Planning Process
School leaders learn the planning process by:
– Focusing on four basic questions
– Understanding the four phases of a complete planning cycle
– Learning how to apply continuous improvement principles while implementing the plan
– Learning how to use data to evaluate the impact of implementing a comprehensive school counseling program
©2007 Dr. Karl Squier 8
Four Basic Questions
Where do we want to be?(Vision Setting)
Where are we now? (Needs/ Capability Assessment)
How do we get from hereto there? (Plan Development & Implementation)
How do we measure our progress? (Evaluation)
Planning is conducted by answering:
©2007 Dr. Karl Squier 9
A Complete Planning Cycle
The four questions are used to generate information
needed to successfully complete the planning cycle
Articulate
Vision
Assess
Needs
Define
Results
Develop
Plan
Implement &
Monitor Plan
Evaluate &
Update Plan
Phase 1 Phase 2 Phase 3 Phase 4
©2007 Dr. Karl Squier 10
Phase 1
Envision, Assess & Define
Assemble a Work Group
Articulate Your Vision
Conduct a Needs/Capability Assessment
Define the Results You Expect to Achieve
©2007 Dr. Karl Squier 11
Phase 2
Develop Strategic/Annual Plans
Counselors and Administrators Apply the Planning Process by:
– Focusing on Three Fundamental Aspects of Education
– Developing Action Plans for AreasCritical to Successful School Counseling
– Gathering Vital Information for Constructing Your Plan
©2007 Dr. Karl Squier 12
Counseling,Teaching & Learning
Documented School Counseling Program
Rigorous Counseling Curriculum
Individual Learning Plansfor Students
Assessment ofStudent Progress
Instructional Technology
Equity and Excellence
Professional Development
OrganizationalStructure
Planning andProgram Evaluation
Information Systems/Data
Documentation
Human Resources
Student Support Services
Finance
Facilities
Family &Community Involvement
Partnerships
Public Relations
Distributed among these three aspects are critical areas for which
action plans must be written if school counseling is to be successful
Organizational Support
SchoolCommunity
Three Fundamental Aspects of Successful Schools
©2007 Dr. Karl Squier 13
The Planning Template
Results Groups
Results Statements
Indicators of Success
Action Steps & Sub-Steps
– Begin Date
– End Date
– Owner
– Cost
– Funding Source
Status
The planning template contains the following data fields.Each results group can have multiple results statements.
Each results statement can have multiple action steps
©2007 Dr. Karl Squier 14
Phase 3
Implement the Planand Monitor Progress
Manage the Implementation Effort
Monitor Progress Toward Expected Results for Plan
Take Corrective Action as Needed
Identify and Eliminate Root Causes of Problems
Submit Periodic Progress Reports
©2007 Dr. Karl Squier 15
Continuous Improvement
Clearly Defined Goals& Measures
OngoingMonitoring
Adjustments
QuickFix
AddressRoot
Cause
MeasureImpact
Continuous improvement principles are incorporated into the plan
to ensure ongoing monitoring of progress toward plan goals
and timely adjustments to implementation activities
©2007 Dr. Karl Squier 16
Phase 4
Evaluate and Update Plans
School leaders evaluate the impact of the plan and update their strategic and annual plans by:
Reviewing the annual progress toward goals within specified timeframes and cost/resource
allocations
Documenting the results of their evaluation
Using the evaluation results to update their strategic and annual plans
©2007 Dr. Karl Squier 17
Phase 4, continued
Evaluate and Update Plans
Evaluate the Impact of Implementing Your Plan (Process, Perception and Results Data)
Document the Results of Your Evaluation
Report the Results & Demonstrate Your Accountabilities
Use the Evaluation Results to Update Your Strategic and Annual Plans
©2007 Dr. Karl Squier 18
Thoughts on Accountability
Your strategic and annual plans can be used as the basis for a school counseling accountability system
Accountability is based on:
– Stating what we will do in terms of measurable results and concrete indicators of success
– Aligning what we do with what the school counseling profession states needs to be done
– Assuming ownership for our role in the successful implementation of the plan
– Conducting ongoing monitoring and reporting of progress toward plan goals
– Generating compelling data that implementing the plan has a positive impact on student success and the health of the school reform initiatives
©2007 Dr. Karl Squier 19
Accountability Reports
Activity logs
Periodic status reports
Annual evaluation of progress toward plan’s expected results
Support Personnel Accountability Report Card (SPARC)
Commissioner’s Review
©2007 Dr. Karl Squier 20
Start Your Plan Today
Write down the first three steps you are going to take to get your planning process underway
Decide the date by which each step will be successfully completed
Determine how you will know you are successful
Decide who you need to help you get the job done and ask them to help you