Systems Organization and Management

1. Systems Organization and Management From Scan to Plan Monica Grant, PT, DScPT, MS Program Director Frederick County Infants and Toddlers Program Early Intervention Leadership Academy MSDE/CTE

2. What is a Strategic Plan? • The strategic plan is a crisp description of how you will provide value to your customers and stakeholders…it’s your focus. Covey, S. (2004) The 8th Habit • The process of determining … long-term goals and then identifying the best approach for achieving those goals. Investorwords.com Early Intervention Leadership Academy MSDE/CTE

3. Organizational Structure and Strategic Planning In the past several weeks, we have explored the formal and informal relationships that make up the early intervention system (EIS). We have discussed ways in which the EIS benefits from leaders seeking and valuing the diverse viewpoints of people and agencies who comprise the EIS when conducting a scan of the environment. Early Intervention Leadership Academy MSDE/CTE

4. Organizational Structure and Strategic Planning Once an environmental scan has been conducted, the leader must determine the extent to which the current status of the EIS differs from the envisioned future. Organizational relationships play a critical role in moving from the current status to the envisioned future Early Intervention Leadership Academy MSDE/CTE

5. Organizational Structure and Strategic Planning The development and execution of an effective strategic plan involves people throughout the formal organizational structure of the EIS and across many informal relationships Early Intervention Leadership Academy MSDE/CTE

6. Examples of Strategic Plans in Local Infants and Toddlers Programs • For the annual application for grant funding, each local Infants and Toddlers Program develops a strategic plan to address: • Comprehensive System of Personnel Development (CSPD) • Public Awareness • Targeted Priorities identified by MITP and the local program Early Intervention Leadership Academy MSDE/CTE

7. Meeting the 45-day Timeline out Then a miracle occurs Start Good work, but I think we might need just a little more detail right here. Early Intervention Leadership Academy MSDE/CTE

8. What is a Strategic Plan? • For individuals, teams, agencies in the early intervention system, strategic planning identifies the actions needed to make improvements, focuses limited resources (human, financial, technical, etc.,) and defines the time required for change Early Intervention Leadership Academy MSDE/CTE

9. The IFSP and Strategic Planning • Developing a strategic plan may feel like a daunting task • However, those of us in the field of early intervention actually have an advantage… • The IFSP process, which is familiar to all of us, is a strategic planning process! Early Intervention Leadership Academy MSDE/CTE

10. Similarities between IFSP Development and Strategic Planning Early Intervention Leadership Academy MSDE/CTE

11. Components of A Strategic Plan Environmental scan with input from other people and agencies Goal Objectives Strategies People and agencies responsible Resources Timeline Periodic reviews Early Intervention Leadership Academy MSDE/CTE

12. Sample Strategic Plan Format Many formats are appropriate for a strategic plan. The following is offered as only one example of a way to document a strategic plan: Early Intervention Leadership Academy MSDE/CTE

13. Sample Scenario • For the remainder of this presentation, we work on completing a simple strategic plan that addresses one goal and one objective. • This plan will be based on the scenario from Week 3 and our SWOT analysis created during the Week 3 chat. Early Intervention Leadership Academy MSDE/CTE

14. Shared Vision • As we have previously discussed leaders promote a shared vision. • The shared vision of the future is the goal for which we aim with our strategic plan. • The goal should be succinct and easily understood by all stakeholders. Early Intervention Leadership Academy MSDE/CTE

15. Shared Vision Early Intervention Leadership Academy MSDE/CTE

16. Objectives • It can be difficult to make a single jump from current status of the EIS as documented in the environmental scan to the future as seen in the shared vision or goal. • Objectives break down this single jump into smaller, measurable steps • The following is one objective for our goal. Early Intervention Leadership Academy MSDE/CTE

17. Objectives Early Intervention Leadership Academy MSDE/CTE

18. Strategies • Strategies are the well defined actions that are needed to reach each objective Early Intervention Leadership Academy MSDE/CTE

19. Strategies Early Intervention Leadership Academy MSDE/CTE

20. People or Agencies Responsible • One has to be careful to appropriately identify the people or agencies involved in executing the strategies need to move toward a shared vision or goal. • Leaders need to influence and support partners to accept roles that are consistent with the shared vision and are also consistent with the unique mission of the agency they represent • In this example, multiple agencies are involved. Staff from multiple levels of influence are involved. Early Intervention Leadership Academy MSDE/CTE

21. People or Agencies Responsible Early Intervention Leadership Academy MSDE/CTE

22. Resources • Resources include but are not limited to funding, location, staffing, technology, education/training, leadership, transportation, communication methods, etc. Early Intervention Leadership Academy MSDE/CTE

23. Resources Early Intervention Leadership Academy MSDE/CTE

24. Timeline • Timelines focus attention and define the period needed to execute strategies Early Intervention Leadership Academy MSDE/CTE

25. Timeline Early Intervention Leadership Academy MSDE/CTE

26. Periodic Reviews • After a strategic plan has been developed, it must be reviewed and updated. • Periodic reviews are planned opportunities to bring collaborative partners together to review progress and revise the strategic plan Early Intervention Leadership Academy MSDE/CTE

27. Summary • Strategic planning begins with an analysis of the current status of the challenge at hand. That challenge may be as broad as the entire EIS or as focused as a daily challenge for a single staff member. • A strategic plan defines the steps involved in bridging the distance between the current status and the envisioned future • It is the leader’s responsibility to engage the appropriate stakeholders, assist in developing the strategic plan, executing the plan, and conducting periodic reviews and updates of the plan. Early Intervention Leadership Academy MSDE/CTE