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Office of Planning and Research

Phase 1: Create Plan Resources

In this phase of the PfS process, districts and schools create their multi-year improvement plan. As communities engage in this work, they:

  • Analyze performance, educator evaluation, and community feedback data for trends and patterns, identifying root causes
  • Envision the future
  • Backward design the improvement strategy from desired student outcomes, researching effective practices

The table below outlines the activities involved in facilitating the development of the multi-year plan and provides access to the DIY facilitation resources and PfS worksheets and templates that support these activities. The facilitation resources provide information about how to facilitate each activity, including suggested meeting agendas, timeframes, and presentation slide text.

Districts or schools interested in using Planning for Success to improve an existing plan may want to conduct a plan assessment at the start of this process. The Planning for Success Plan Assessment worksheet is available in the table below as part of planning activity 3. Analyzing the Current Context.

Planning ActivityPfS Facilitation ResourcesPfS Worksheets and Templates
1. Designing the Planning Process
Download Word Document
Designing the Planning Process and Planning Team
Download Word Document
The District Planning Process
Download Word Document
Integrating Resource Considerations into the Planning Process
Download Word Document
Planning Team Worksheet
Download Word Document
The Massachusetts Planning and Implementation Framework
2. Getting Started with the Planning Team
Download Word Document
Getting Started with the Planning Team
 
3. Analyzing the Current Context
Download Word Document
Analyzing District or School Planning Practices and Culture: SWOT Analysis
Download Word Document
Analyzing Data for Root Causes
Download Word Document
PfS SWOT Analysis Worksheet
Download Word Document
Root Cause Analysis Worksheet and Dimensions Bullseye of Improvement
Download Word Document
PfS Plan Assessment
4. Envisioning the Future
Download Word Document
Envisioning the Future
Download Word Document
Synthesizing Visioning Feedback
Download Word Document
Community Feedback: Common Themes Worksheet
5. Drafting and Revising the Plan
Download Word Document
Identifying Strategic Objectives and Strategic Initiatives
Download Word Document
Researching and Selecting Evidence-Based Practices and Programs
Download Word Document
Selecting Outcome Measures and Setting Targets
Download Word Document
Identifying Mission, Vision, and Core Values
Download Word Document
Reviewing the Draft Plan for Quality
Download Word Document
Resource Mapping Your Strategic Objectives and Initiatives
Download Word Document
The Massachusetts Planning and Implementation Framework
Download Word Document
PfS Plan Template
Download Word Document
PfS Strategic Objective/Strategic Initiative Organizer
Download Word Document
PfS Outcomes Worksheet
Download Word Document
PfS Quality Review Feedback Form
Download Word Document
Additional Plan Requirements Checklist
Download Word Document
Resource Mapping Worksheet
 
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Massachusetts Department of Elementary and Secondary Education
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