7.20 Goals PD by Jess King

Goal

jking347 — 2023-07-19 20:22:28 UTC

100% of Fellows are on track with their proficiency measures at EOY

Thanks

2023-07-19 20:32:23 UTC

Gratitude to Ken for giving me such thoughtful feedback on my PD design

Annual Activities

jking347 — 2023-07-20 15:17:10 UTC

1. Run the Fellowship program according to program design
2. Manage the success/PIR transition for Conwell

Q1 Goals

jking347 — 2023-07-20 15:18:20 UTC

1. 80%+ of Fellows score avg 3.0+ on all skills by October

2. Conwell meets 30% of her transition milestones

Key Idea

jking347 — 2023-07-20 15:20:32 UTC

I'm realizing that my natural inclination is to say that my activities are my goals, so I need to always ask "does this thing immediately result in my intended big-picture outcome?"

Next Steps

jking347 — 2023-07-20 15:21:20 UTC

Send out an email to all of you with the recording and resources.
Send an email to 2nd-line managers with suggestions about follow up on this learning

Thanks

2023-07-20 19:08:49 UTC

Grateful for these PD's and learning some cool facilitation tricks from you, Jess!

Thanks

2023-07-20 19:08:51 UTC

Jasmin for coming back!

2023-07-20 19:09:08 UTC

i was so busy finding my name I forgot what I'm supposed to type

Thanks

2023-07-20 19:09:24 UTC

Gratitude to Jess King for leading an awesome session on organization for our leaders earlier this week <3

Thanks

2023-07-20 19:09:29 UTC

Gratitude to Evetha for co-leading an EOY convo with social worker Pierre! :)

Thanks

2023-07-20 19:09:31 UTC

Grateful for folks making standard templates! Loving the new o3 doc (thanks Sophie!) and have a feeling the PM tool is going to be just as great

2023-07-20 19:09:43 UTC

Thanks to everyone for welcoming me back. I missed ya'll!

Thanks

2023-07-20 19:09:48 UTC

Gratitude for Gabriella for putting together a spectacular get-together for ops leaders where we connected and tackled some open questions!

Thanks

2023-07-20 19:09:52 UTC

Thanks to Sophie for her smart feedback on the marketing roadmap!

Thanks

2023-07-20 19:09:59 UTC

I am grateful to be a part of the recruitment team. It's a group of incredibly hard working, thoughtful, and committed teammates. Hiring is an area of our work that is hard to keep people happy, because hiring good people is the baseline! So, I feel motivated and inspired to get up and work with them every day. So excited to start my second year on our team.

Thanks to Jess Shearer for cookies

2023-07-20 19:10:01 UTC

Thanks

2023-07-20 19:10:01 UTC

Thanks, Jasmin, for coming back!!

Thanks

2023-07-20 19:10:04 UTC

Gratitude for my finance teammates as we upgrade and relaunch our finance systems.

Thanks

2023-07-20 19:10:20 UTC

Thanks to everyone!

TY

2023-07-20 19:10:21 UTC

I am grateful for you all! Great to see Jasmin back!

Thanks

2023-07-20 19:10:31 UTC

To all the Intacct working group folk for all the work involved leading up to go live this past week!

Thanks

earleafrancois — 2023-07-20 19:10:41 UTC

Gratitude to Amanda for the invite! Excited to get into this content with y'all :)

2023-07-20 19:10:44 UTC

Thank you all.

Goal

2023-07-20 19:20:44 UTC

98% of hires made by LDOS

Goal

2023-07-20 19:21:21 UTC

95% of seats filled by the last day of school

Goal

2023-07-20 19:21:33 UTC

80% of FLC alumni earn a summer 2024 internship

Goal

2023-07-20 19:21:35 UTC

30%ish of 2018ers graduate in 6 years

Annual Goal Anticipated

2023-07-20 19:21:43 UTC

Complete annual financial statement audits for each entity without material findings and having addressed past findings by deadline.

Goal

earleafrancois — 2023-07-20 19:21:54 UTC

The KF Alumni SW will collaborate with teammates and community orgs in the continued development/implementation of the SW Consult Program.

Annual goal

2023-07-20 19:21:55 UTC

Seniors with 3.0+ GPA: 95% matriculate to a college with a 70% ECC average

Enrollment

2023-07-20 19:21:55 UTC

30%+ student recruitment applications through marketing efforts

Goals

2023-07-20 19:22:05 UTC

90% of new managers (APs/SLs) have received adequate training and are well informed regarding the practices and approaches necessary to manage ER matters to the extent that a manager is able.

Complete PhaseII

2023-07-20 19:22:13 UTC

Goal

2023-07-20 19:22:13 UTC

DSOs score an average of 4.14 on the Engagement Survey

DTEAM Goal

2023-07-20 19:22:23 UTC

Retain 90% of donors in portfolio

Annual Goal

2023-07-20 19:22:33 UTC

100% of budget managers complete at least X budget analyses in the Edstruments platform.

Goal

2023-07-20 19:22:36 UTC

100% completed audit of board approved policies

Goal

2023-07-20 19:22:44 UTC

Modernize systems to ensure that we leverage best-in-class solutions

Goal

2023-07-20 19:23:20 UTC

New School Building Openings are on schedule and budget to support growth in regions.

2023-07-20 19:24:17 UTC

Ensure compliance with purchasing- and payment-related requirements to which our organization is subject.

Annual Activities

2023-07-20 19:24:44 UTC

120 High Touch Interactions with Donors
2 Stewardship Gifts to 100% of Portfolio

Activities

2023-07-20 19:24:53 UTC

- Benchmark ROI from marketing tactics from FY23
- Create/execute email marketing campaign

Annual Activities

2023-07-20 19:25:12 UTC

1. Plan/execute/monitor marketing and outreach LTP and spending
2. WaterFALL team goal setting and performance management

Annual Activities

2023-07-20 19:25:24 UTC

1. Determine hiring projections per school
2. Determine cadence of Talent Check-ins with hiring managers to OPM projections

Two annual activities toward goal:

2023-07-20 19:25:30 UTC

A) Using alumni data, manage KF Leadership team to define the list of high quality postsecondary options that are rooted in fit factors and our alumni students' experience
B) Ensure KF counselors have the knowledge and skill to advise toward quality options

2023-07-20 19:25:52 UTC

Implement Asset Edge
Complete Prepaid Workflow

2 annual activities

2023-07-20 19:26:10 UTC

1. Migrate to new network monitoring solution
2. Modernize approach to Zendesk ticketing submission

2023-07-20 19:26:13 UTC

Confirm all vendors in categories subject to state compliance have current contracts with one of our purchasing cooperatives or NJSTART.

Annual Activity

2023-07-20 19:26:43 UTC

1. Research and create comprehensive list of required policies.
2. Screen our policies for ones that are missing or require updating.

Annual Activities

2023-07-20 19:27:28 UTC

1. Secure Purchase Sale Agreement for various real estate aquisitions.
2. Complete due diligence activities towards closing on RE aquisitions.

Annual Activities

2023-07-20 19:29:00 UTC

1) Develop the scope and sequence of trainings necessary for new APs/SLs.
2) Create and execute on the trainings

Annual Activities

2023-07-20 19:31:20 UTC

1) Onboard and handoff workstream to new Manager of Career Services

Annual Activities

earleafrancois — 2023-07-20 19:31:38 UTC

-drafting calendar of dates for PDs in partnership with CST
-brainstorming timely mental health topics that align to alumni/teammates' needs
-planning in-person campus and community visits

Annual Activities

2023-07-20 19:33:54 UTC

1. Implement ops leader PD scope and sequence, focusing on network ops priorities
2. Execute leader events such as the longevity ceremony and mixers with KTAF/regional teams

Annual Activities

2023-07-20 19:34:12 UTC

1. Monitor closely the list of potential graduates.
2. Manage my team to ensure highest quality advising is happening

Q1 Goal

2023-07-20 19:34:19 UTC

Retain 20% of donors

Q1 goal

2023-07-20 19:34:44 UTC

Update FLC project plan to account for new timeline for FY24 given the new hire's start date

Q1 goal

2023-07-20 19:34:47 UTC

Migrate to PrinterLogic SaaS version

Q1 Goal

2023-07-20 19:35:11 UTC

Audit 5 other districts' policy guides

Q1 Goal

2023-07-20 19:35:20 UTC

1. 100% of data-based portfolio projections finalized and communicated
2. 75% of mid year hires in seats

Q1 Goal

2023-07-20 19:35:23 UTC

-Complete 22-23 hiring data analysis to determine primary candidate sourcing pools

Q1 Goal

2023-07-20 19:35:35 UTC

Sorry, I have 6 things on fire right now with hiring. But.
Q1: 100% of FY23 Phone Screens have clean applications in SmartRecruiters

SO THAT, we have a clean funnel so that we can:
1. Make decisions about strategy
2. Communicate what has happened and what will happen to our stakeholders

Q1 goal

2023-07-20 19:35:58 UTC

- Benchmark data from Q1 email campaign in each city in order to establish metrics for FY24 enrollment cycle

Q1 Goal

2023-07-20 19:36:10 UTC

1. Secure Architectural and Engineering contracts for siteplan/ zoning review and site subdivision.
2. 80% Phase-1 Site Assessment report is completed for RE aquisition projects.

Annual Activities

2023-07-20 19:36:16 UTC

1. Complete configuration and testing of Edstruments.
2. Train budget managers on Edstruments.

Q1 Goal

2023-07-20 19:36:38 UTC

1) Create and execute on 2 Manager trainings according to the scope and sequence where 90% of participants agree that the training was useful.

Q1 Personal Goal ties to TEAM goal

2023-07-20 19:37:05 UTC

Establish cash reconciliation across all entities by scheduling meetings with each accountant to ensure new system functionality is work and then the review a complete set of reconciliations with supporting documentation for each entity for the month of July 2023. Identify areas of investigation for each month and how to document the results of that investigation. Ensure that completion is recordable on shared close calendar.

Q1 Goal

earleafrancois — 2023-07-20 19:37:41 UTC

The KF Alumni SW will develop partnerships with 3-5 community organizations to provide teammates/alum with targeted mental health/wellness resources and/or contacts.

Q1 Goals

2023-07-20 19:37:44 UTC

100% of 2018ers who are on track to graduate by August are enrolled for Fall 2023

Q1 Goal

2023-07-20 19:39:59 UTC

90% of senior wishlists meet our quality bar rubric (by GPA band)

2023-07-20 19:43:07 UTC

Review 100% vendors in non-exempt categories to confirm state bid compliance.

Q1 Goal

2023-07-20 19:49:44 UTC

Ops leaders score at least 90% on ______ on Q1 PD feedback survey

Key Idea

2023-07-20 20:02:53 UTC

Asking the person who is goal-setting, "Why is that important?" or "What impact do you want to have?"

Key Insight

2023-07-20 20:03:03 UTC

The difference between activities and goals:
Activities can be really really important. But, if you do them and they don't lead to an outcome... then you still missed the goal. Goals are an outcome, not a to-do.

Q1 goal

2023-07-20 20:03:21 UTC

100% of budget managers complete full scope and sequence of budget analyses in the Edstruments platform 1 time.

Insight

earleafrancois — 2023-07-20 20:03:29 UTC

Keep the big picture front of mind/seek to answer: what is the goal ultimately in service of?

Key Idea:

2023-07-20 20:03:34 UTC

I'm stealing one I overheard from Amanda H and Jess but the key idea I plan to talk about is that you can do ALL the activities/inputs and not hit the topline goal/desired outcome. And it's part of our work as a leadership team to carefully monitor inputs and their impact to be sure they are getting us closer to vs. further from the ultimate goal

Coaching

2023-07-20 20:03:38 UTC

Start first with what you want to achieve and then break it down to the activities necessary to get there.

When coaching someone else

2023-07-20 20:03:47 UTC

-There are some spaces where your activities and quarterly goals encompass your team's work (i.e. manage team toward x outcome) and some spaces where you will have workstreams specific to you (i.e. leverage x partnership toward improved financial aid packages)

Insight

2023-07-20 20:04:13 UTC

I realize I love a good template for framing the coaching, so I would definitely use the template shared in the interactive worksheet and coach through the questions embedded there!

Key Insight

2023-07-20 20:04:17 UTC

Think about what it means to be at the EOQ in a broader view

Key insight

2023-07-20 20:04:18 UTC

Pushing on how it aligns to team goals

Key Idea

2023-07-20 20:05:00 UTC

Establish Goals and convey the waterfall analogy to document how we will get there.

Key insight

2023-07-20 20:05:43 UTC

Thinking through initiatives vs priorities vs goals vs priorities and asking key questions to better align the categories