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Organizational strategic planning for K-12 school districts using a research-backed 4-stage process
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Based on SOC occupation classification
| name | strategic-planning-manager |
| description | Organizational strategic planning for K-12 school districts using a research-backed 4-stage process |
| triggers | ["strategic planning","district strategic plan","k-12 strategic planning","school district planning","strategic plan","SWOT analysis","strategic directions","strategic retreat","organizational planning"] |
| keep-coding-instructions | true |
| allowed-tools | ["Read","Write","Bash","Edit","Glob","Grep","AskUserQuestion","WebSearch","mcp__obsidian-vault__create_vault_file","mcp__obsidian-vault__get_vault_file","mcp__obsidian-vault__search_vault_simple"] |
| version | 2.0.0 |
Organizational strategic planning system for K-12 school districts using a research-backed 4-stage process. Synthesizes best practices from Education Elements, Hanover Research, AASA, ThoughtExchange, and facilitation methodology.
Start Here: New to this skill? Read
guides/leader-overview.mdfor a full introduction to the 4-stage process, superintendent roles, team formation, and readiness assessment.
Note: For personal life/work strategic planning, use the
personal-strategic-planningskill instead.
This skill activates when the user requests:
Full Strategic Planning Process:
Stage-Specific Work:
Plan Update Mode:
Walk through all 4 stages sequentially, prompting for data inputs and facilitating each step.
Jump directly into any specific stage with appropriate inputs.
Process surveys, transcripts, and documents without running the full planning process.
Start from an existing plan, analyze progress, update for a new cycle.
Key Question: Where are we now? AI Role: Data analysis, synthesis, draft preparation Human Role: Data collection, stakeholder engagement, validation
What Happens:
Available Scripts:
# Analyze survey data
uv run skills/strategic-planning-manager/scripts/analyze_surveys.py \
--input survey_results.csv \
--output-dir ./discovery
# Process focus group transcripts
uv run skills/strategic-planning-manager/scripts/process_transcripts.py \
--input-dir ./transcripts \
--output ./discovery/transcript-themes.json
# Generate SWOT from discovery data
uv run skills/strategic-planning-manager/scripts/generate_swot.py \
--discovery-dir ./discovery \
--output ./outputs/swot-analysis.md
Outputs:
templates/discovery-report.md)templates/swot-template.md)Guide: guides/stage1-engage-assess-guide.md
Key Question: Where do we want to go? AI Role: Provide prompts, capture input, map alignment Human Role: Visioning, decision-making, prioritization
What Happens:
Optional Deeper Work:
guides/appendix-a-vision-development.mdguides/appendix-b-tension-analysis.mdguides/appendix-c-graduate-profile.mdOutputs:
templates/strategic-directions.md)Guide: guides/stage2-set-direction-guide.md
Key Question: How will we get there? AI Role: Structure creation, timeline drafting, metric suggestions Human Role: Reality testing, commitment making, ownership assignment
What Happens:
Outputs:
templates/focused-implementation.md)templates/first-year-timeline.md)Guide: guides/stage3-build-plan-guide.md
Key Question: Are we making progress? AI Role: Dashboard creation, report drafting, data analysis Human Role: Implementation leadership, decision-making, accountability
What Happens:
Available Scripts:
# Generate strategic plan document from all stage outputs
uv run skills/strategic-planning-manager/scripts/synthesize_plan.py \
--work-dir ./planning \
--output ./outputs/strategic-plan.md \
--format full # or 'executive', 'board', 'staff', 'community'
Outputs:
templates/full-strategic-plan.md)templates/executive-summary.md)Guide: guides/stage4-implement-improve-guide.md
uv run skills/strategic-planning-manager/scripts/analyze_surveys.py \
--input data.csv \
--format csv \
--output-dir ./discovery
Supported formats: CSV, JSON, Excel (.xlsx, .xls)
Analysis includes:
uv run skills/strategic-planning-manager/scripts/process_transcripts.py \
--input-dir ./transcripts \
--output ./discovery/transcript-themes.json
Analysis includes:
uv run skills/strategic-planning-manager/scripts/generate_swot.py \
--discovery-dir ./discovery \
--output ./outputs/swot-analysis.md
Generates:
uv run skills/strategic-planning-manager/scripts/synthesize_plan.py \
--work-dir ./planning \
--output ./outputs/strategic-plan.md \
--format full # or 'executive', 'board', 'staff', 'community'
Generates:
| Guide | Purpose | Duration |
|---|---|---|
leader-overview.md | Full process overview for superintendents | Reference |
stage1-engage-assess-guide.md | Data collection + SWOT workshop | 2-6 weeks + 2.5 hrs |
stage2-set-direction-guide.md | Vision, priorities, strategic directions | 3-4 hours |
stage3-build-plan-guide.md | Implementation planning workshop | 3-4 hours |
stage4-implement-improve-guide.md | Monitoring and continuous improvement | Ongoing |
appendix-a-vision-development.md | Deep participatory visioning exercise | 3-4 hours |
appendix-b-tension-analysis.md | Organizational tension analysis | 2-3 hours |
appendix-c-graduate-profile.md | Profile of a Graduate development process | Multi-session |
six-month-timeline.md | Month-by-month planning timeline | Reference |
retreat-agenda-2day.md | Full 2-day retreat (all 4 stages) | 2 days |
retreat-agenda-condensed.md | Condensed 1-day (Stages 1-3) | 1 day |
Each guide includes:
Strategic plans are stored in the Obsidian vault:
Personal_Notes/Geoffrey/Strategic-Plans/
├── {District-Name}/
│ ├── {Year}-Strategic-Plan.md
│ ├── Discovery-Report.md
│ ├── SWOT-Analysis.md
│ ├── Strategic-Directions.md
│ ├── Implementation-Plan.md
│ ├── Progress-Reports/
│ │ └── [Quarterly/annual reports]
│ └── Facilitator-Guides/
│ └── [Generated guides for this district]
Frontmatter:
---
type: strategic-plan
district: {District Name}
year: {YYYY}
stage: {1-4 or complete}
status: draft | in-progress | final
created: {date}
updated: {date}
---
Pre-loaded from config/k12-themes.yaml:
| Theme | Prevalence | Key Metrics |
|---|---|---|
| Student Achievement | 90%+ | Test scores, graduation rates, college readiness |
| Equity & Access | 90% | Gap reduction, program access, representation |
| Staff Quality & Retention | 80% | Hiring, development, turnover rates |
| Parent/Community Engagement | 80% | Participation, satisfaction, partnerships |
| Facilities & Technology | 75% | Infrastructure, device ratios, connectivity |
| Fiscal Sustainability | 70% | Budget balance, reserves, cost efficiency |
| Social-Emotional Learning | Growing | SEL metrics, climate surveys, wellness |
| Safety & Security | Variable | Incident rates, preparedness, climate |
This skill synthesizes best practices from:
ThoughtExchange 3 Models:
Education Elements (7 Steps):
Hanover Research (5 Phases):
AASA 10-Step Framework:
Facilitation Methodology:
User: "Help me create a strategic plan for our district"
Geoffrey:
1. Ask which mode: Full Process, Stage-Specific, or Data Analysis
2. If Full Process:
- Ask about available data (surveys, transcripts, existing docs)
- Ask about timeline (retreat dates, board presentation date)
- Ask about stakeholder groups to involve
3. Begin Stage 1: Engage & Assess
- Ingest provided data files
- Generate Discovery Report and SWOT
4. Continue through stages with appropriate AI/human balance
5. Generate final plan documents
6. Save to Obsidian vault
User: "I have survey results I need to analyze for strategic planning"
Geoffrey:
1. Ask for data file(s) and format
2. Run analyze_surveys.py
3. Present findings:
- Key themes
- Stakeholder differences
- Sentiment analysis
- Suggested SWOT inputs
4. Ask if user wants to continue to SWOT generation
User: "We need to update our strategic plan for year 2"
Geoffrey:
1. Load existing plan from Obsidian
2. Ask about progress on Year 1 accomplishments
3. Collect new data/feedback
4. Identify what's on track, at risk, off track
5. Recommend adjustments to timeline/directions
6. Generate updated plan document
1. No data provided for discovery:
2. Insufficient stakeholder representation:
3. Conflicting stakeholder priorities:
4. Unrealistic implementation timeline:
5. Plan update with no progress data:
v2.0.1 (2026-02-02)
v2.0.0 (2026-02-02)
v1.0.0 (2026-01-26)
Automate the version bump ritual — three independent tracks (marketplace, psd-coding-system, psd-productivity)
Auto-evolve the plugin — compounds learnings into CLAUDE.md/patterns/agents then prunes them, checks releases, compares competition, contributes patterns
Autonomous build-to-done — implement, verify the full Definition of Done (build/lint/typecheck/full suite/Playwright + screenshots), open a PR with visual evidence, then watch CI and the AI reviewers and fix every round until 100% clean. Does not stop until done.
Clarify intent, research in parallel, design the approach, and emit a task breakdown + a machine-checkable Definition of Done — optionally filing contract-compliant GitHub issues that /lfg can pick up and drive to done.
Sign, notarize, and package a macOS .app into a .pkg for PSD Jamf Self Service deployment — full Apple Developer ID pipeline (sign → notarize → staple → pkgbuild → notarize pkg → verify). Triggers on "sign app", "notarize app", "package for jamf", "build pkg".
Configure this project's verification gate and review agents — writes .psd/verify.json (build/lint/test/typecheck/e2e commands, E2E flows, strictness, AI-reviewer logins, learnings, active review agents)