Winter Symposiums: Day 1 Strategic Planning

 

WINTER SYMPOSIUMS
DAY 1: How to Create a Strategic Plan that Gets off the Shelf and into Action

Wednesday, February 6, 2019


Wise strategic leadership can impact the future sustainability of your school in a major way. As a school leader, you have an exceptional opportunity to help your school adopt an ongoing posture of strategic thinking and strategy making. This program for experienced school leaders outlines dominant schools of thought in strategy making, as well as structures, processes, and approaches to help you provide the best leadership possible whether your school is beginning, engaged in, or completing a strategy making process.


SPEAKER: 
Christina Drouin
President, Center for Strategic Planning

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Speaker, author and strategy consultant Christina Drouin advises independent schools and the organizations that serve them on all matters of strategy. A familiar face at national conferences since 1998, Ms. Drouin is an experienced session leader and speaker on strategic planning, strategic marketing, and governance. She has earned the Council for the Advancement Education’s Stellar Speaker Award multiple times and most recently presented a session on strategic planning at the NAIS 2018 Annual Conference.

Ms. Drouin is the author of the National Association of Independent Schools’ (NAIS) new Strategy Handbook, scheduled for publication in 2019. She is co-author of three other NAIS books: The Strategic Process: 10 Steps for Planning Your Independent School’s Future (2007), NAIS’s Marketing Independent Schools in the 21st Century (2001), and A Trustee’s Primer on the Strategic Process the (2008). She is also the author of several NAIS Leadership Series Advisories on Financing Sustainable Schools (2009) and can be heard on their related podcasts. Ms. Drouin is a Council for the Advancement and Support of Education (CASE) Circle of Excellence Gold Medal Award Winner for Advertising (1998) and served on NAIS’s Admission and Marketing Committee, the team of practitioners who drafted the widely adopted NAIS Admission Principles of Good Practice in 2000.

Prior to opening her consulting practice in 2000, Ms. Drouin worked in the field of education as a high school teacher and an independent school administrator. In 2016 she launched a new consulting division – Sacred Planning – making available to individuals and small groups her proven values-driven and vision-focused strategic planning. For more information on Ms. Drouin’s planning models, go to www.christinadrouin.com, www.sacredplanning.com , or read her reviews on LinkedIn.


 

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Participants will leave with knowledge and tools to lead a successful strategic planning process at their schools and equally importantly to transition to successful plan implementation.


Who should attend?
Heads  •  Trustees  •  CFOs  •  Directors of Advancement/Development  •  Directors of Enrollment Management/Admissions  •  Senior Administrators

Earn CPE Credits!
In accordance with the standards of the National Registry of CPE sponsors, CPE credits will be granted based on a 50-minute hour. In order to be awarded the full credit hours, you must be present, registering your attendance and departure on the attendance sheets at the registration desk for each session.
Click here for more information.

Schedule and Topics

8:45AM | Welcome

9:00AM | Introduction and Workshop Goals

9:05AM | Strategy Roundtable Discussion about Strategic Planning: Love it or hate it?

9:15AM | Getting on the Same Page: Misconceptions and Proper Definitions

9:30AM | Schools of Thought: Deliberate and Emergent Strategy Mindsets, Cultures, and Frameworks

10:30AM | Strategy Roundtable Discussion: What is our strategic mindset and is it the right one?

11:00AM | 13 Steps to Leading a Values-Based Strategic Planning Process in a Deliberate Strategy Culture

12:30PM | LUNCH

1:00PM | Strategy Roundtable Discussion: Testing for and Recognizing Exemplars

1:30PM | Where the Rubber Meets the Road: How to Successfully Transition to Implementation

2:15PM | Q&A and Wrap up

2:30PM | Adjourn


 

Key Takeaways:
• Contemporary definitions of critical strategic planning terms
• Why deliberate strategy approaches are common in schools
• How to get the most from a deliberate strategy culture
• Why emergent strategy is desirable but challenging in schools
• How to move toward an emergent strategy culture
• How to coordinate the complementary roles of governance, head of school, and leadership teams in strategy making
• What essential pre-planning questions must be answered to create the foundation for a successful planning process
• How to select and organize a high performance planning team
• Proven steps to a successful strategic planning process
• How to recognize exemplary values, mission statements, strategic issues, assumptions, vision
statements, goal statements, strategy statements, and initiatives
• Why many independent school strategic plans don’t get off the shelf and into action and steps to take to avoid this pitfall


DATE: Wednesday, February 6, 2019

TIME: 8:45 AM - 2:30 PM


LOCATION: Lake Highland Preparatory School, 901 Highland Avenue, Orlando, FL 32803

PARKING: Enter Gate 2 on Marks St., and park in designated spaces. View Campus Map

COST: $225 (Members) | $325 (Non-Members)
* Fee includes lunch.
Bundled Cost for Both Workshops: $395 (Members) | $550 (Non-Members)
* Fee includes lunch both days.

DEADLINE: January 23, 2019
Payment must be made prior to the workshop.

CANCELLATION & REFUNDS: All hotel cancellations must be made directly through the hotel and in accordance with hotel policy. Workshop refund requests must be made in writing and emailed to kdanger@fcis.org. There is a $50 processing fee through January 23, 2019, with no refunds after this date.


View Complaint Resolution Policy

For any questions or more information regarding refund, complaint and program cancellation policies, please contact Alison Carlson in the FCIS office at 813-287-2820 or acarlson@fcis.org.


FCIS is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Hotel Information

Hotel Reservations: Below are several hotel recommendations. To make reservations, please contact the hotel directly. There is no FCIS group rate.

DoubleTree by Hilton Downtown Orlando
60 S. Ivanhoe Blvd.
Orlando, FL 32804
407.425.4455 

Courtyard by Marriott
730 N. Magnolia Ave.
Orlando, FL 32803
407.996.1000

Residence Inn by Marriott
680 N. Orange Ave.
Orlando, FL 32801
407.482.1500

Questions? Please contact Alison Carlson at acarlson@fcis.org.

Register Here

Registration Form

Session Descriptions

8:45AM | WELCOME • Top of the Dome

9:00AM | Introduction and Workshop Goals

9:05AM | Strategy Roundtable Discussion about Strategic Planning: Love it or hate it?

9:15AM | Getting on the Same Page: Misconceptions and Proper Definitions

9:30AM | Schools of Thought: Deliberate and Emergent Strategy Mindsets, Cultures, and Frameworks
What is deliberate strategy? How does it work? Why does this matter? What does it look like? How do I use it? How do I get the most from my deliberate strategy? How do I lead strategically in a deliberate strategy culture?

What is emergent strategy? How does it work? Why does this matter? What does it look like? How do I use it? How do I get the most from my emergent strategy? How do I lead strategically in an emergent strategy culture?

10:30AM | Strategy Roundtable Discussion
• What strategic mindset and culture do we have now?
• Are they working?
• How do we know?
• Are they the right ones for the future?
• What three things can I do better as a strategic leader?

11:00AM | 13 Steps to Leading a Values-Based Strategic Planning Process in a Deliberate Strategy Culture
1. Planning to Plan
2. Organizing the Planning Team
3. Setting the Timeline with Milestones and Deliverables
4. Getting the Team Onboard with a Values-Based Vision-Driven Planning Model
5. Doing the Work in Values and Mission to Preserve the Core
6. Researching and Identifying Priority Strategic Issues
7. Drafting Assumptions to Keep the Plan Relevant and on Track
8. Engaging the Community in Creating an Aspirational Vision to Stimulate Progress
9. Setting Goals to Inspire Achievement
10. Crafting Strategies that Shape Direction
11. Drafting Initiatives that Can Be Implemented and Measured
12. Vetting Initiatives and Creating a Launch Portfolio That Can Be Implemented
13. Engaging the Community in a Successful Launch of the New Strategic Plan

12:30PM | LUNCH

1:00PM | Strategy Roundtable Discussion: Testing for and Recognizing Exemplars
• What does a great mission statement look like? (Examples and applying tests)
• What does a great strategic agenda look like? (Examples and applying tests)
• What does a great vision statement look like? (Examples and applying tests)
• What does a great goal look like? (Examples and applying tests)
• What does a great strategy look like? (Examples and applying tests)
• What does a great initiative look like? (Examples and applying tests)

1:30PM | Where the Rubber Meets the Road: How to Successfully Transition to Implementation
• Implementation Planning Goals and Tasks
• Implementation Structures and Roles of Board, Head, and Leadership Teams
• Implementation Processes

2:15PM | Q&A and Wrap Up

2:30PM | ADJOURN

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