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

Last Updated: November 25, 2019