Strategic Planning
Sound strategic planning can be a key difference between a good school and just an average school. Schools need to take control of their future as much as possible. Catholic Educational Services can facilitate this process and take unnnecessary stress off of the administration.
Strategic Planning Definition Strategic planning is a disciplined and sequential process designed to focus the organization's human and financial resources toward a preferred future.
Key Questions in the process
Is the organization's Mission Statement driving decision making?
What are the strategies employed to achieve the mission?
How can the human & financial resources best be deployed to attain the mission?
10 Step Strategic Planning Process
Although Catholic Educational Services will adapt the process to meet the needs of the school. There are general guidelines that direct initial activities. The process will involve primary stakeholders and create broad based ownership of the plan.
Step 1: Create or Review the Mission Statement
The mission statement process is the cornerstone of effective planning. We have found there are typically five elements to every Mission Statement:
1. The reason the organization exists
2. The distinctive features
3. A reference to roots
4. Core values
5. Defining who the organization serves
Step 2: Make Assumptions
We will help you to determine the key assumptions on which to base the development of meaningful goals and objectives based on the mission.
Step 3: Environmental Scan
The environmental scan is an overview of the organization's roles, responsibilities to its clients, staff and the community at large.
Step 4: Analyze the Data
The key stakeholders are asked to analyze the organization using the SWOT format. This process "clears the air" and helps identify the issues, i.e., What are the strengths and weaknesses of the organization, what opportunities exist for the organization, what are the threats to the future of the organization?
Step 5: Prioritize the Issues
Mid-way through the planning process, a retreat is held to determine the strategic issues that need to be addressed. The planning retreat will focus on addressing these issues. The limited human and financial resources are directed at addressing those issues relevant to the organization.
Step 6: Form Goals
At the planning retreat, consensus is developed on Strategic Goals for the next several years. Each goal will be written to address the issues agreed upon by the leadership group.
Step 7: Consulting the Community
This critical step in the planning process invites every key stakeholder to review goals before they are ratified.
Step 8: Goals are Adopted
Once the Goals have been reviewed, and in some cases modified, they are formally adopted. They become the blueprint for annual objectives.
Step 9: Written Objectives
Once the Goals have been adopted annual objectives are written by board committees and administration. The objectives must be in alignment with the goal statements.
Step 10: Set the Strategies
The administrative staff is charged to develop strategies for each objective. Then they are put in writing and published.
Strategic Planning Clients
Our Lady Queen of Angels School, Newport Beach, CA
St. Genevieve Elementary School, Panorama City, CA
Sacred Heart School, Palm Desert, CA
American Martyr School Manhattan Beach, CA
Holy Angels School Arcadia, CA
Holy Name of Mary School San Dimas, CA
Kirk Schools Reseda, CA
Our Lady of the Assumption School Claremont, CA
St. Barnabas School Long Beach, CA
St. Elisabeth School Van Nuys, CA
St. Elizabeth School Altadena, CA
St. Jerome School Los Angeles, CA
St. Margaret Episcopal School San Juan Capistrano, CA
St. Maria Goretti School Long Beach, CA
St. Stephen Martyr School Monterey Park, CA
St. Therese School Alhambra, CA
Villanova Preparatory School Ojai, CA
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Catholic Educational Services
125 Club Road, Pasadena CA 91105-14211
Phone: (626) 449-6446
Fax: (626) 795-0695
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