Alignment Process

Click each step of the Alignment Process to learn more!

Alignment Process
Tactical Planning Community Engagement Pilot Implementation and Evaluation Scale-Up Institutionalization

Tactical Planning

This is the "meat and potatoes" of the team.
During the regular meetings, the team will start to compact information in steps:

  1. Build Consensus on Goal & Strategy
    • Gap Analysis
    • Data Review
    • Environmental Scan(s)
    • Equity
  2. Determine Vision and Outcomes
    • Craft the vision of the A-Team
  3. Determine Outcomes
    • Short- Mid- and Long-term outcomes
    • Create assessment plan
  4. Decide on tactic(s) needed to accomplish outcomes
    • Develop tactic description
    • Determine scale-up/sustainability plan

The Tactical Plan components are created in a document and then sent to the Operating Board for approval.

Community Engagement

Once the Tactical Plan is approved, the next step is to develop an Invitation to Participate™ to engage the community:

  1. Build a Target List
    • Industry leaders, experts, businesses etc. That would want to participate in the pilot.
  2. Develop ITP™
    • Implementation dates
    • Project overview:
      • Description
      • Activities
    • Services needed from the community
    • Registration Questions
  3. Draft ITP™ approved by the Operating Board
  4. Spread the word
    • Social media
    • Email
    • Word of mouth
  5. Review ITP™ responses
  6. Hold orientation


Pilot Implementation and Evaluation

After the ITP is approved, we are ready to pilot the initiative. At this stage we:

  1. Initiate pilot with chosen assessment measures (pre/post surveys)
  2. Mid-term check-in with providers and target population
  3. Celebrate end of pilot with providers and target population
  4. Review outcomes with the team
  5. Operating Board to determine scaleability

Meeting outcomes laid out in the Tactical Plan is crucial here. This stage may take months or even years for an initiative to ready to scale.


A pilot is ready for scale-up after the team has reviewed the outcomes and Operating Board, has shared the outcomes and celebrated success with providers, and determined the scale-up plan. During the scale-up process, the team will:

  1. Examine the data
  2. Develop Scale-Up plan
    • Include plans to bring in potential Institutionalization partners into planning
  3. Submit Scale-Up plan to Operating Board for approval
  4. If not approved, bring back to team to revise and resubmit at next Operating Board. If approved, begin to draft Institutionalization ITP.

At this stage, the pilot will run at a scaled up version until there are no more issues or concerns that need to be resolved. This phase can also take years to complete. For example, our Academy Expo is in it's 7th year, and has just been approved for Institutionalization. It's a long road, but a worthy initiative can (and should) make it to the end of the process.


After the initiative has consistently met all outcomes, an Institutionalization Plan (with timeline) must be administered to the Operating Board. Once that is approved, the team can move forward with the Institutionalization Plan. During this phase, Alignment Rockford's team is ready to hand off their pilot to another organization to own and administer. Long term evaluation and oversight is maintained by Alignment Rockford and operations/management is taken on by community organizations and/or the Rockford Public School District.

In order for a pilot to become Institutionalized, a new Invitation to Participate must be introduced to ask the community to take on the pilot, moving the team to re-plan phase 2 of the process:

  1. Team develops Institutionalization Plan incorporating outcomes of plan and outcomes of pilot.
  2. Present plan to Operating Board for approval
  3. Draft new ITP (Phase 2)

Agreeing to take over a pilot requires an outside organization to plan, organize, and fund the initiative. This allows Alignment Rockford to focus/create other initiatives with the teams.