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 .
More from the Archives
Leveraging thoughtexchange’s ai-powered engagement platform with new advisor features.
Responsible AI Integration: 4 Steps for Education Leaders
Insights for Leaders: Harnessing the Power of Responsible AI in Education
Gain clarity, not clutter. Turn insights into action today.
Ready to see how the platform works?
- Deeper Engagement
Integrated AI-Analysis
- Instant Actions
- K-12 Education
- Higher Education
- Events & Webinars
- Customer Stories
Great! Before we connect you with a member of our team, tell us a bit about you!
- Product Tour
- Integrated AI Analysis
- Responsible AI & Trust
- Brand Guidelines
- Leadership Team
- Careers & Culture
- Get Started
Webinar: Bond & Levy Planning Essentials: Your Best Chance of YES
Build plans, manage results, & achieve more
Learn about the AchieveIt Difference vs other similar tools
We're more than just a software, we're a true partner
- Strategic Planning
- Business Transformation
- Enterprise PMO
- Project + Program Management
- Operational Planning + Execution
- Integrated Plan Management
- Federal Government
- State + Local Government
- Banks + Credit Unions
- Manufacturing
Best practices on strategy, planning, & execution
Real-world examples of organizations that have trusted AchieveIt
Ready-to-use templates to take planning to the next level
Research-driven guides to help your strategy excel
Pre-recorded & upcoming webinars on everything strategy & planning
- *NEW!* Podcast 🎙️
The Importance of Strategic Planning in Education
RELATED TAGS:
Strategic planning is a method used in various industries to deliberately guide decision-making. In education, strategic planning provides leaders with guidance to keep the institution operating, carry out its missions and comply with regulations. Educational strategic planning focuses on the future of a college or university, providing an intentional way to reflect on performance and determine where to implement initiatives to make positive changes for the future.
To create effective university strategic plans, administrators and stakeholders must understand the ins and outs of how they work and how they can apply them.
In This Article
- Lack of Ownership
- Poor Strategic Alignment
- Poor Communication
- Slow Plan Adoption
- Improve Efficiency
- Engage Stakeholders and the Community
- Form a Focus
- Plan a Future
- Test Your Hypotheses
- Use Specific Language
- Make Implementation a Priority
- Hold Team Members Accountable
Transform Strategic Planning and Execution Within Your Education Institution With AchieveIt
The challenges of strategic planning in education.
Universities and colleges face several pressures and challenges that can complicate strategic planning in educational environments. Understanding some of these challenges can help you overcome them to create an impactful approach.
1. Lack of Ownership
While strategic plans involve feedback and participation from all of your institution’s departments and entities, you should limit ownership of the plan and documentation to one person. Without explicit ownership over the strategic plan, initiatives are more likely to be lost, forgotten or overlooked. With one person in charge, your school is more likely to achieve success.
2. Poor Strategic Alignment
Alignment and representation across your university are crucial to success. Universities and colleges often experience a lack of strategic alignment because the church and state divisions typically have different goals for schools. These clashing perspectives lead to poor strategic alignment and a stand-still in decision-making.
3. Poor Communication
Many educational institutions also struggle with strategic planning due to poor organizational communication. Effectively implementing a strategic plan requires institutional-wide teamwork. Poor communication significantly increases the difficulty of agreeing upon and executing effective solutions and setting attainable goals.
4. Slow Plan Adoption
With a significant focus on innovation and growth, universities may make numerous changes in a year. Constant changes often lead to low motivation to adopt new plans. The longer your teams take to implement a strategic plan, the more likely it is to become outdated. When this situation happens, the plan becomes irrelevant to your current processes.
Why Education Institutions Need Strategic Planning
Despite the inherent challenges, educational strategic planning is necessary for a successful institution operation. A strategic plan can help you improve several aspects of your educational institution through intentional goal-setting and initiative implementation. Strategic planning for colleges and universities helps students, staff and the community progress toward a better future.
Here are a few reasons you should use strategic planning in education:
1. Improve Efficiency
One of the biggest reasons to begin strategic planning is the opportunity for improved efficiency in numerous areas of your organization. The challenges of educational planning often lead to a lack of efficiency. Strategic planning for schools allows leaders to determine more effective ways to streamline processes.
For example, your decision-making teams may take significant time to agree on new policies or procedures. Strategic planning helps your institution use time more efficiently because it allows you to form decision-making strategies.
Improved efficiency also results in better cost-effectiveness. The less time is wasted, the more money you’ll save, especially over time.
2. Engage Stakeholders and the Community
Strategic planning involves more people than only the primary decision-makers — your planning should involve your community and stakeholders. Feedback from these entities can help you develop a more beneficial and strategically targeted plan based on what these entities want or need from you. Engaging the stakeholders and community also shows you value their input and want to create an environment where they want to be.
3. Form a Focus
Determining a focus for the school year ahead can be challenging without clear objectives. Without focus, your institution will struggle to grow and attract students and staff. For example, you may have vague expectations for the upcoming school year, which prevents decisions and progress from being made. A strategic plan allows you to determine your goals and focus for the upcoming year and beyond while also helping you track your progress.
4. Plan a Future
Strategic planning is ideal for planning a successful future for your institution. Developing a plan for your future helps ensure your school can grow and continue benefiting from its offerings. Rather than being unprepared for the next year and future school years, you can effectively strategize to make the most of your school year.
Strategic Planning Tips for Education Institutions
While every school’s strategic plan will look different depending on its goals and resources, the strategic planning process is often similar for colleges and universities. Explore a few tips for educational strategic planning to help you get started:
1. Test Your Hypotheses
You’re ultimately hypothesizing the outcome when you set initiatives in your strategic plan. These hypotheses are often based on assumptions, though it’s typically best to experiment to determine what would work and what may not. For example, if you ask your faculty to begin submitting weekly reports, conduct a quick test to ensure they can do so and have time to do so.
2. Use Specific Language
Using vague or wordy language increases the risk of confusion and the possibility of initiatives being misunderstood and ignored. Swapping out complicated words for simpler, more specific words can help ensure everyone understands your plan. It can help to have someone review the language you use to ensure nothing is confusing and everyone is on the same page.
3. Make Implementation a Priority
Because schools involve numerous departments and divisions, implementing a plan can be difficult without prioritization . Make your plan a priority to ensure it’s properly implemented. Doing so is often easiest when leaders promote and require implementation.
4. Hold Team Members Accountable
Another way to make university strategic plans stick is by holding team members accountable. School performance management software allows you to track reports and other strategy-related information to determine who’s completing their duties so you can keep them accountable.
Educational institutions require significant planning to ensure a successful school year. Strategic planning software for higher education can help you focus your strategy despite your institution’s challenges. Software like AchieveIt has features that help your team turn ideas into actions.
A few things you can do with our software include:
- Solve common implementation challenges: AchieveIt makes connecting members of your team and various initiatives easy. You can track projects, keep everyone on the same page and quickly send updates.
- Gain comprehensive visibility: Our platform lets you see every initiative in real time, providing comprehensive visibility over progress.
- Consult with our experts: Our strategic plan experts help you execute your plan effectively. Draw on our expertise for inspiration or customize one of our templates to create your plan.
Let’s actually do this. Request a demo of AchieveIt to see what we can do for you today.
Meet the Author Chelsea Damon
Chelsea Damon is the Content Strategist at AchieveIt. When she's not publishing content about strategy execution, you'll likely find her outside or baking bread.
Related Posts
Is Your Strategic Plan Actually an Operational Plan?
Data-Driven Universities: Essential KPIs for Higher Education Success and Growth
How to Run Effective Quarterly Strategy Reviews
Hear directly from our awesome customers
See first-hand why the world's best leaders use AchieveIt
See AchieveIt in action
Stay in the know. Join our community of subscribers.
Subscribe for plan execution content sent directly to your inbox.
Everything you need to deliver your plans, manage strategy and report progress.
- Customizable plan structure
- Automated and on-demand progress reports
- Save time with AI features
Centralize, analyze and visualize your performance data. Align performance measures with plans.
- Centralized performance data
- Scorecards and interactive dashboards
- Slice and dice for new insights
Manage, deliver, and communicate projects. Align projects with plans for end-to-end visibility and reporting.
- Gantt view of projects, tasks and dependencies
- Interactive maps and dashboards
- Plan alignment and reporting
Share your strategy story with external stakeholders via customizable public dashboards.
- Progress dashboards with roll-up reporting
- Matched to your branding
- Fully ADA Compliant
Strategy and Performance Management Integrations Learn More
Strategic Planning
7 reasons why schools need strategic planning.
By Mary King
20 march 2023.
- 1 1. A strategic plan articulates a shared vision, mission and values
- 2 2. A strategic plan effectively organizes schools, staff, and time
- 3 3. A strategic plan defines how success is measured
- 4 4. A strategic plan helps with decision-making, responsiveness, and innovation
- 5 5. A strategic plan increases communication and engagement
- 6 6. A strategic plan keeps everyone in a school—from teachers to administrators—connected
- 7 7. The best reason of all for strategic planning comes back to every great school’s number one priority: students
- 8 Download the guide ↓
The past three years have been disruptive for every sector. For educational institutions, the impact of the COVID-19 pandemic has impacted everyone–from staff and teachers, to the students who had to switch to a new modality of learning, to the parents supporting them. Strategic planning in education has revealed itself to be a very important part of recovering. According to the Economic Policy Institute, the COVID-19 pandemic forced nearly 55 million children home in the US alone—and at least 1.4 billion children out of school or child care across the globe. Higher education institutions have been profoundly financially impacted , and both the learning experience and mental wellbeing of the students has been negatively affected.
While every educational institution was impacted by this, some schools were more prepared than others to face the unique challenges COVID-19 posed–those schools who had previously established strategic plans were better prepared to navigate the pandemic than those without.
It’s clear to us: Schools that embrace a great strategic plan, and commit to strategic planning in education, have clear advantages over schools that don’t.
We’re going to talk about some of those advantages now, look at some examples of strategic planning in education, and give 7 reasons for why every school with a vision of excellence for their students should embrace a strategic planning process for schools. Whether it’s getting back on track after a hugely disruptive, global event like COVID-19, identifying the most important strategies to improve student outcomes, or increasing staff engagement, all schools benefit from strategic planning and strategic plan implementation.
1. A strategic plan articulates a shared vision, mission and values
The ability for schools to collaborate, share, and communicate short and long term goals is a critical part of moving plans forward in line with a vision, mission, and values. Schools benefit from a well communicated and executed strategic plan that keeps everyone informed of their strategic goals, and how their actions are contributing to the achievement of these goals. This enables parents, staff, community members, and stakeholders to work towards a common vision.
A major additional benefit of strategic planning in education is that it provides an opportunity for active employee engagement across an organization. When it comes to strategic planning for educational institutions, that benefit remains present. Research suggests that a leading cause for employee discontent (in general, but especially in the public sector) is that employees don’t understand how the work they’re doing helps their greater organization.
If the school is able to clearly define and remind employees and stakeholders of the shared vision, employees are more likely to feel connected to the work they are doing within that organization. Whether that work is educating students, organizing reports, performing critical administrative duties, or coordinating the process of standardized testing, everyone plays a part in a student’s success.
2. A strategic plan effectively organizes schools, staff, and time
We understand that schools–whether they are elementary schools, high schools, or higher education institutions– are complex institutions, with boards, committees, districts, unions, and many different types of stakeholders involved. Because the organizations themselves are so large, and plans are often multi-year, complex entities built up by multiple stakeholders and workers, struggles with organization and effective time management are common.
Envisio provides strategic planning software for educational institutions , and because Envisio works exclusively with the public sector, we understand the unique, complex, and often large scale planning needs of public sector organizations.
“I see Envisio very much as a focusing tool as I work with my team. If you’ve got great people, your primary job is not to get in their way […] I can stay on top of performance in a way that is really unobtrusive, and I don’t have to necessarily interact directly with an individual to get a sense of what’s going on. I can stay abreast of the action plans in the communications department or the action plans in a particular school. If we’re missing the mark on a key performance measure, I can focus more time on having the right conversations.” – Peter Hilts, Chief Education Officer for District 49
3. A strategic plan defines how success is measured
In order to achieve success, it’s important to know what success means, and where to take action first. It is difficult to get a strategic action plan underway without a firm understanding of what problems you’re wanting to solve. When it comes to strategic planning in the public sector, determining clear benchmarks for success is especially important, because the goals are often a combination of abstract, impact-based metrics, and concrete, output-based goals.
Different types of educational institutions are going to have different challenges, and different metrics of success: the educational strategic plans of a public school board district are going to look a lot different from a college or university! The shared reality is that every school with a strategy is better able to monitor its progress toward key outcomes and evaluate where and how it may have gotten off track. Using a strategy implementation software like Envisio can help with measuring success.
At Northeast Ohio Medical University (NEOMED), in Portage County, Ohio, they are measuring success across six pillars, with forty two strategic initiatives . Many of their strategic plan elements (goals, strategies, and actions) include promoting diversity, equity, and inclusion for their students, staff, and employees. Being a major medical research university that is training future medical professionals, diversity, equity, and inclusivity is a critical—and practical—metric! Some of the performance measures that NEOMED tracks include gender demographics, and actionable items towards decreasing disability stigma as part of their Strategic Plan: Creating Transformational Leaders Dashboard .
No matter what your benchmark for “success” is—be it a more impact-focused concept such as “be more welcoming” or more concretely articulated in output terms such as “create a low-cost tutoring center using the library after school”, your strategic plan will provide you with the steps to make get that success underway, and stay on track.
4. A strategic plan helps with decision-making, responsiveness, and innovation
A strategic plan helps educational institutions remain agile during times of change, and also helps them better define what they intend to achieve when it comes to their student success objectives and their greater organizational goals. With a strategic plan in place, educational institutions have a roadmap which they can use to track, evaluate, and modify plans to facilitate better governance decisions and provide clearer direction for the future of the school. This helps a school maintain a steady rhythm of progress towards their goals, and remain ahead of the curve–both in terms of educational innovation, and when (not if) a disruptive change occurs.
“It’s difficult, because you’re trying to help students prepare for the future – to prepare for jobs that might not exist yet. You’re trying to develop educators and an education that gives them the skills to think critically.” – Dr. Alison Gillespie, the Assistant Superintendent for Teaching and Learning with White Bear Lake Area School District (WBLAS) in Ramsey County, Minnesota
White Bear Lake Area School District (WBLAS), MN, was able to leverage their strategic plan as a way to embrace change and turn obstacles (like COVID-19) into opportunities for success. They embraced active learning techniques and, through their strategic plan, were able to think ahead to turn disruptions into teachable moments that engaged students and staff alike.
5. A strategic plan increases communication and engagement
A strategic plan ( and particularly, one that is publicly communicated on a dashboard ) helps with overall communication and engagement. For a school board, communicating that your plans and your metrics for success are part of a larger, holistic plan, is critical to building trust with stakeholders and maintaining effective engagement—both internally, and externally.
Strategic planning in education is critical in settings where trust is paramount. Educational institutions—at all levels—work on the understanding that one group (the educators) has knowledge they can impart, share, or coax out in another group (the students). The need for a trusting relationship with the students and everyone involved in that student’s success needs to be central to a positive educational environment.
A strategic plan that can be easily found, referenced, and understood helps assure everyone involved that the school in question is aware of their plans, has them in focus, and has a plan for their shortcomings. Educational strategic planning also has the additional benefit of keeping stakeholders—such as donors—excited about the school’s vision. When it comes to fundraising, donors are more likely to support a school that has a clear vision and a strategy to make it happen.
6. A strategic plan keeps everyone in a school—from teachers to administrators—connected
A well implemented and communicated strategic plan holds all staff accountable for their actions and encourages collaboration. In educational settings, this circle of responsibility is extended out towards the community; providing excellent and accessible education is an effort that requires all hands on deck. Being able to simplify the strategic planning process and make it visible and easy to use is one way to ensure everyone stays connected.
One of the benefits of using a strategic planning software partner like Envisio is that individual action plans (from individual schools or departments) can be aligned, all the way up to a greater strategic objective. For multi-year, complex plans, such as setting a national standard of excellence, or incorporating culturally significant teachings—it’s important that teachers and staff are able to understand who is working on what, and where it fits into the greater whole.
7. The best reason of all for strategic planning comes back to every great school’s number one priority: students
Best of all, strategic planning in education provides a framework so that the most important priority of the school – students’ educational achievement – is taken care of. Having a sturdy educational strategic plan helps keep issues like digital equity , accessibility , literacy , preparation for an ever changing workforce , and social and environmental enrichment , front of mind. When the experience of the student is the priority for the school, the strategic plan becomes a collaborative effort to figure out how best to set students up for success.
Being on the same page for these goals is extremely important for schools: sound planning and communication helps ensure that stakeholders, including parents, teachers, administrators, principals, board members, and the greater community, are all striving for the same overall vision. And, when it comes to putting those plans into action, schools especially benefit from the habit of consistent performance measurement, which is something a strategic plan can help in ingraining.
For complex, multi-layered institutions such as an educational institute to successfully reach their goals—particularly after being so dramatically impacted by COVID-19—it requires not only proper management of human, budgetary, and time resources, but the creation of high-output teams, engaged and effective staff and teachers, and the consistent monitoring of progress. For schools, a strategic plan provides a north star for deepening a sense of community and knowledge, and breaks down the actionable steps to reach critical goals.
Download the guide ↓
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.
KEEP READING
Related articles you might like.
February 22, 2024
Measure What Matters: Examples of University KPIs and Performance Measures
The most commonly used university performance measures, based on our database of over 10,000 public sector KPIs. See real KPIs in action, along with descriptions and dashboards.
February 24, 2023
Secrets of Successful Strategy Implementation
Having a strategic plan is not the same as implementing one. We’re here to provide you with the secrets of successful strategy implementation, and to give you the tools necessary to move from planning to action.
December 21, 2022
A 2022 Celebration of our Envisionaries
We wanted to take a moment to celebrate the successes of our customers–from those that launched their first ever Envisio-powered public dashboards, to those that have received awards, and the people who made it all come together.
Psst! Join 10,000+ of your peers and get the best from our blog direct to your inbox.
Roughly once a week, we’ll send you the very best from our blog and other Envisio resources. We’ll be respectful of your inbox and you can unsubscribe anytime.
- First Name *
- Last Name *
- Name This field is for validation purposes and should be left unchanged.
The Importance of Strategic Planning for Successful School Management
Apr 19, 2023 | Blog
As the international school, educational landscape continues to evolve and become more complex, it is becoming increasingly important for schools to have a well-thought-out strategic plan. A strategic plan is a roadmap that guides the school towards achieving its goals and objectives. Strategic planning is a vital aspect of successful school management, and it plays a crucial role in helping schools to meet the needs of their students, staff, and community.
Review and Self Assessment for Strategic Planning
Strategic planning involves a comprehensive and systematic approach to assessing the current state of the school, identifying the school’s strengths and weaknesses, and developing a clear plan of action to achieve the school’s goals and objectives. The process typically includes a thorough analysis of the school’s internal and external environment, including factors such as student demographics, staffing levels, budget, facilities, and community needs. Use data to drive decision-making . Implementing, measuring, and assessing school improvement across a variety of metrics provides critical information for improvement plans.
Strategic Planning for Alignment
One of the key benefits of strategic planning is that it helps schools to align their resources and efforts towards achieving their goals. This is particularly important for schools that are facing budget constraints or other resource limitations. By prioritizing the school’s needs and identifying areas where resources can be most effectively deployed, strategic planning can help schools to achieve more with fewer resources. It is important that schools have vision and mission integrity . It is important that there is one plan and there is alignment.
Strategic Planning for Change
Another benefit of strategic planning is that it helps schools to anticipate and respond to changes in the educational landscape. With new technologies, shifting demographics, and changing educational policies, schools must be agile and adaptive. Strategic planning can help schools to identify emerging trends and anticipate future challenges, allowing them to prepare and respond proactively.
At its most effective, school improvement planning is a dynamic practice that engages data and people in the improvement process. However, many plans fail to address the processes for improvement , instead focusing solely on the outcomes of improvement . Greg Parry, CEO
Strategic planning is also important for schools that are looking to expand or launch new initiatives. A feasibility study, which is typically part of the strategic planning process, can help schools to assess the viability of a new program or project. By conducting a feasibility study, schools can evaluate the potential benefits and risks of a new initiative and make informed decisions about whether to move forward. Plan for change rather than being a victim of it.
Curriculum Design in Strategic Planning
Curriculum design is another critical aspect of strategic planning. Schools must design a curriculum that meets the needs of their students while also aligning with their educational goals and objectives. A strategic plan can help schools to identify the key competencies that students need to develop and design a curriculum that fosters those competencies. By aligning curriculum design with strategic goals, schools can ensure that their educational programs are effective and relevant. The unique “curriculum voice” of a school must be loud and clear.
The Challenges of Strategic Planning and Implementation
International schools also face several pressures and challenges that can complicate strategic planning in educational environments. To overcome these challenges, schools must understand them and develop strategies to address them.
Authenticity
It is important that the process and the plan is truly authentic and not just window dressing for change or compliance. Improvement should be the goal, not just a document or a new direction. Masquerading changes that look like reform but are really change for the sake of change is a big mistake.
“Strategy plans are often elaborate management ballets perfectly choreographed to do only one thing, and that’s get to a yes.” Chris Bradley Source: Jumpstart a better way to do strategy
Overly Complex and Disconnected
There is evidence that schools are well served by one-page plans that are clearly focused and simple enough that every participant in the process understands his or her role in executing the plan. One page plans, or simple and clear plans, are the most effective. Large and complex documents are not only less likely to be read but they are often not focussed.
Lack of Ownership
Ownership is critical in ensuring the success of a strategic plan. International schools must ensure that there is explicit ownership over the strategic plan to prevent initiatives from being lost, forgotten or overlooked. Designating one person in charge of the plan and documentation can help ensure success as long as that person understand the power of devolution and stakeholder engagement.
Poor Strategic Alignment
Alignment and representation are essential to success in international schools. However, schools may face challenges in achieving alignment because of the diverse goals and perspectives of different entities involved in the school, such as the board of directors, administration, faculty, and students. This can lead to a lack of strategic alignment and difficulty in decision-making. International schools must work towards achieving alignment and representation across all entities involved in the school.
Poor Communication
Effective communication is necessary for successful strategic planning in international schools. The absence of effective communication can lead to poor decision-making, ineffective solutions, and unattainable goals. International schools must prioritize effective communication by promoting institutional-wide teamwork and ensuring that all stakeholders are involved in the planning process.
Slow Plan Adoption
Innovation and growth are critical for international schools, but constant changes can lead to low motivation to adopt new plans. The longer schools take to implement a strategic plan, the more likely it is to become outdated and irrelevant. International schools must develop strategies to ensure that plans are adopted quickly and efficiently to ensure that they remain relevant to current processes.
International schools face several challenges when it comes to strategic planning. Lack of ownership, poor strategic alignment, poor communication, and slow plan adoption are only some of the significant challenges that schools face. International schools must develop strategies to address these challenges and ensure the success of their strategic planning efforts. By prioritizing ownership, alignment, communication, and plan adoption, international schools can create impactful approaches to strategic planning and ensure the success of their educational institutions.
Most successful schools seek out independent and critical friends to help facilitate change processes and strategic planning. Education consulting firms and critical friends can be valuable partners in the strategic planning process. These firms bring a wealth of experience and expertise in school management, curriculum design, and feasibility studies. They can help schools to assess their current state, identify areas of improvement, and develop a clear plan of action. By working with an education consulting firm, schools can gain a fresh perspective and access to best practices from other institutions.
Strategic planning is essential for successful school management. It provides a roadmap for schools to achieve their goals and objectives while also aligning resources and efforts. Strategic planning is particularly important for schools facing budget constraints, new initiatives, or changes in the educational landscape. By partnering with education consulting firms and focusing on curriculum design and feasibility studies, schools can develop a strategic plan that is effective and relevant. Strategic planning is a critical component of school management that helps schools to meet the needs of their students, staff, and community.
If you want to learn more about the steps required to set up a school check out some of our other articles:
– steps to setting up a new school, – 10 steps and articles on how to set up a new school, – gse international school franchise models, gse provide specialist services to set up all forms of education institutions including international schools, kindergartens, vocational colleges, universities and online/virtual schools., contact us directly 👇, ceo and education expert greg parry.
Internationally renowned for his expertise in education leadership, Greg Parry’s vast experience includes leadership of projects for education institutions throughout Australia, the Middle East, the United States, India, Indonesia, Malaysia and China. Recognised for his numerous contributions in the education arena, Greg has received the Ministers Award for Excellence in School Leadership based on improvements in school performance and a range of successful principal training and leadership development programs, as well as the School of Excellence Award for Industry/School Partnerships and the School of Excellence Award for Technology Innovation. His company GSE (Global Services in Education) has been recognised as having the Best Global Brand in International Education in 2015 and 2016.
Considered one of the premier experts in his profession, Greg has trained teachers and principals throughout the world in areas such as critical thinking, language development and leadership. His expertise in school start up projects, leadership and curriculum development, has made him a sought after authority in these discipline.
www.gsineducation.com
Global Services in Education set up and operate schools in all parts of the world. Governed by a philosophy of global citizenship, every member of the GSE team shares a passion to help shape international education and student achievement through inspiration and collaboration. Our goal is to meet the highest objectives of every school, teacher, student and parent, with an unwavering dedication to quality education, shared ideals and intercultural perspectives.
– School Management – Strategic Planning – Feasibility Studies – Architectural Conceptual Design – Interior Design – Resources
– ICT Planning – Marketing – Branding – Admissions – Staffing & Recruitment
– Curriculum Design – School Policies – School Audits & Action Plans – Training & Development – Accreditation & Licensing
Recent Posts
- Top 10 Articles on International Schools
- The Purpose Driven School Starts With Why
- 50 Reasons to Invest in an International School
- Ethics in AI: Balancing Cultural Values in a Connected World
- Leading with Impact: Productivity for Educational Leaders
Recent Comments
- 10 Steps and 10 Articles on How to Set Up a New School on Market Research & Feasibility Study: 10 Steps To Open A School Series
- Korean VR Hagwons: A revolution in English education - KoreaProductPost on The Future of Hagwons in South Korea Post Covid-19
- 10 Steps and 10 Articles on How to Set Up a New School on Marketing Plan: 10 Steps To Open A School Series
- 10 Steps and 10 Articles on How to Set Up a New School on Should You Buy That School: Financial Position (Part 1 of 5)
- 10 Steps and 10 Articles on How to Set Up a New School on Branding License Agreement, Franchise or a New Brand: 10 Steps To Open A School Series
- November 2024
- October 2024
- September 2024
- August 2024
- February 2024
- January 2024
- December 2023
- October 2023
- September 2023
- August 2023
- October 2022
- September 2022
- August 2022
- February 2022
- August 2021
- February 2021
- December 2020
- November 2020
- October 2020
- September 2020
- February 2020
- January 2020
- December 2019
- November 2019
- February 2019
- November 2018
- September 2018
- Media Coverage
- Publications
- Uncategorized
- Entries feed
- Comments feed
- WordPress.org
- Support Our Mission
Planning Types
Focus Areas
- Academic Planning
Strategic Planning
- Diversity, Equity, and Inclusion Planning
- Campus Planning
- Institutional Effectiveness Planning
- Resource Planning
- All Planning Types >>
A framework that helps you develop more effective planning processes.
Discussions and resources around the unresolved pain points affecting planning in higher education—both emergent and ongoing.
Common Challenges
- Student Success, Retention, and Graduation
- Planning Alignment
- Change Management
- Engaging Stakeholders
- Accreditation Pressures
- All Challenges >>
Learning Resources
Featured Formats
- Example Plans
- All Learning Resources >>
Popular Topics
- Implementation
- Higher Education Trends
Conferences & Programs
Upcoming Events
- When City Parks are your Quad: Urban Campus Planning for Safety and Wellbeing Webinar | Dec 4
- Community Conversation: Generating Institutional Buy-In for Integrated Planning Virtual | Dec 10
- All Events >>
- Where Do We Start? Exploring Different Perspectives on How to Begin a Planning Process Webinar | Jan 15
- Community Conversations: Preparing for a Planning Process Virtual | Jan 23
- Annual Conference
- Event Recordings and Presentations
- Planning Institute
- Integrated Planning Coaching
- Share Your Expertise
The SCUP community opens a whole world of integrated planning resources, connections, and expertise.
Get Connected
- Membership Options
- Emerging Leaders Program
- Member Directory
- SCUP Fellows
- Corporate Visibility
SCUP Membership
Access a world of integrated planning resources, connections, and expertise-become a member!
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.
Related Learning Resources
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, scup 2025 annual conference, what's your biggest challenge.
Let us help you find the resources.
IMAGES
VIDEO
COMMENTS
These lead to espouse strategic planning. A strategic plan in the education sector is the physical product of the strategic planning process and embodies the guiding orientations on how to run an education system within a larger national development perspective, which is evolving by nature and often involves constraints.4 II.
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 ...
The analysis also showed three themes for the process of strategic planning, namely: considering organizational vision, mission, goals, and objectives, involving stakeholders in strategic planning ...
of higher education conceptualize the strategic planning process. For example, if a logic model . was layered over the strategic planning process, one might consider the college or university's . mission to be an input, their strategic plan to be an output, and the embodiment of their vision to . be an outcome.
A strategic plan in the education sector is the physical product of the strategic planning process and embodies the guiding orientations on how to manage an education system within a larger national development perspective, which is evolving by nature and often involves constraints. 3. Three Stages of Strategic Planning 3.1. Sector Analysis
Strategic Planning Tips for Education Institutions. While every school's strategic plan will look different depending on its goals and resources, the strategic planning process is often similar for colleges and universities. Explore a few tips for educational strategic planning to help you get started: 1. Test Your Hypotheses
Educational strategic planning also has the additional benefit of keeping stakeholders—such as donors—excited about the school's vision. When it comes to fundraising, donors are more likely to support a school that has a clear vision and a strategy to make it happen. ... Being able to simplify the strategic planning process and make it ...
Most successful schools seek out independent and critical friends to help facilitate change processes and strategic planning. Education consulting firms and critical friends can be valuable partners in the strategic planning process. These firms bring a wealth of experience and expertise in school management, curriculum design, and feasibility ...
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. ... 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 ...
early in the planning process, the likelihood of developing a successful and community-backed plan greatly increases. Conclusion The potential for improving the strategic management of educational institutions in the PK-12 has never been greater. Public education in many parts of the United States is in crisis mode and still feeling the