This document provides a guide through the rest of this toolkit. Read this first to understand the concepts covered in the rest of the kit.

This rubric outlines the eight characteristics of an effective delivery plan and provides descriptions of weak and strong plans. Use this tool for communicating about delivery planning or assessing the quality of existing plans.

This exercise guide will help you lead a group through a reflection on the quality of a delivery plan. Use it with the delivery plan rubric in Document 3.A.

This exercise guide will help you develop the architecture of your delivery plan and identify an area of focus for the plans. It should be completed early in the delivery planning process so that the architecture and structure of the plans are clear before the details of the plans are defined.

This folder includes several sample delivery plans from K-12 and higher education systems.

This exercise guide will help you articulate a theory of action for your system that connects the work you are doing (strategies) and the outcomes you expect to achieve (goals). It will help you clearly and succinctly communicate the main pieces of your plan to key stakeholders.

This quick guide provides recommendations for what should be included in your system’s strategy profile tool. Use it to create your own strategy profile template before defining your system’s strategies.

This exercise guide will lead you through the completion of a strategy profile. Use it to define strategies in detail so their important elements can be shared and used to drive the day-to-day work of implementation.

This exercise guide will lead you through the use of a 2×2 matrix. The matrix will ask you and participants to evaluate potential strategies according to their potential impact and level of difficulty.

This guide will lead you through an exercise of evaluating whether certain existing system activities or strategies can be deprioritized or discontinued.

This exercise guide will lead you through the development of a visual delivery chain showing how a given strategy will be implemented.

This exercise guide will lead you through the identification of potential risks in the delivery chain and through the planning of strategies to mitigate those risks.

This exercise guide will lead you through the development of feedback loops to help you understand whether implementation is happening as planned through the delivery chain.

This worksheet will help you create a baseline of performance – that is, to answer the question: “If we did nothing, what would performance look like in the next several years?” Use this to estimate the baseline before working with goal teams to build trajectories.

This exercise guide will lead you through the planning process for building the capacity of a particular actor or role group in the delivery chain. Use this exercise if a certain role group (such as teachers, advisors) appears in multiple delivery chains or plays a significant part in one delivery chain.

This tool provides an example of one of the types of feedback loops developed in Document 3.L (Developing feedback loops using the delivery chain). These survey questions are specifically designed to help a State Education Agency (SEA) understand progress on the implementation of the Common Core State Standards.

This exercise guide will lead you through the process of mapping the connection between your priority goals and strategies, which will enable you build a trajectory.

This exercise guide will lead you through the development of a trajectory based on estimating the impact of strategies on the goal.

This tool will help you create a visual representation of your trajectory. Use it with Document 3.Q (Estimating the impact of strategies) to estimate the impact of your strategies on your goals.