Setting Goals and Objectives

 

 The difference between where we are (current status) and where we want to be (vision and goals) is what we do (target objectives and action plans).

 As this statement shows, setting goals and objectives builds on the previous steps of visioning and taking stock. Goals are simply a clearer statement of the visions, specifying the accomplishments to be achieved if the vision is to become real. The target objectives are clearer statements of the specific activities required to achieve the goals, starting from the current status.

At this point, strategic planning begins to produce lots of ideas and action steps. A common practice for keeping individual workloads to a manageable level is to delegate different topics to different teams. For example, there could be a curriculum team, a facilities team, a budgeting team, etc. A useful tool for keeping track of ideas and seeing how they relate to each other is the affinity diagram.

The Affinity Diagram

The affinity diagram is a general planning tool. It is a creative process that helps you to identify and gather large amounts of information, ideas, opinions, or issues and organize them in a relatively short amount of time.

A finished affinity diagram looks like the picture below:

Theme

Community Involvement

Ongoing Tech Support

Idea

Tech Use Survey

One professional/building

Idea

Open House

Students as Tech Support

Idea

Include Community Members in Teams

Regular Professional Development Using Tech

The affinity diagram is used when:

To create an affinity diagram:

  • Assemble a team who is knowledgeable about the issue to be considered.

    Prepare the room and acquire supplies (one 3"x5" post-it notepad per person; butcher paper or flip chart paper; markers).

    Phrase the issue in the form of a question, get agreement from the group and write it on the butcher paper.

    Individually answer the question be recording one idea per post-it note using nouns and verbs.

    Randomly display the completed post-it notes on the butcher paper.

    Silently read all post-it notes and when done, move like ideas into groupings.

    Read all grouped ideas as a group and identify the major theme.

    Draw lines around each group to connect with header cards.

  • The finished affinity diagram helps a group identify lots of ideas and come to agreement on those ideas in a relatively short amount of time. The header cards form the consensus on the themes of the ideas generated form the team.

    (These materials are excerpted from the Washington State School Directors' Association's "Passport to Leadership" program.)

     

    In this Module:

    Strategic Planning Tools Technology Planning Tools Planning Resources

    In the Toolkit:

    Toolkit Home Page Why Change? Why Technology?
    Planning Policy Curriculum and Assessment
    Community Involvement Facility Planning Funding
    Prof'l and Ldrship Development