©2007 Dr. Karl Squier1 Toolkit 1 –Step 1b Understanding a Complete Planning Cycle.

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©2007 Dr. Karl Squier 1 Toolkit 1 –Step 1b Understanding a Complete Planning Cycle

Transcript of ©2007 Dr. Karl Squier1 Toolkit 1 –Step 1b Understanding a Complete Planning Cycle.

Page 1: ©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

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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

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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?

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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

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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

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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

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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

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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:

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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

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Phase 1

Envision, Assess & Define

Assemble a Work Group

Articulate Your Vision

Conduct a Needs/Capability Assessment

Define the Results You Expect to Achieve

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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