Strategic Planning: One Goal, Two Models

I am on my way to New Orleans for some high level strategic planning at two different organizations. For the Independent Schools Experiential Education Network (ISEEN), I am running the meeting as board chair, and for the Global Education Benchmark Group (GEBG), I am reporting to the board in my role as chair of the strategic planning committee. These two groups have experienced rapid growth over the past few years and both boards need to make sure we have a plan in place to ensure mission-driven programming, adequate membership benefits, and sustainable staffing and governance structures that make it all possible.

1936354_10156754530475693_4591071554704292086_nI am intrigued by the differences and similarities in the processes each group has chosen to follow. In the case of ISEEN, we started working on a plan at our board retreat in September, carried it forward at a meeting in January, and now we’ll dive into vision and values before putting together our specific goals and timeline. Our part time Executive Director is leading this part of the process, and we are using a terrific resource called The Do-Good Strategic Plan Template for: Non Profits, Charities and Volunteer Organizations, by Rebecca Macfarlane. We will nominate a committee at this meeting that will steward the process and hold us accountable going forward.

Screen Shot 2016-04-14 at 5.46.18 PMAt GEBG, we had lengthy discussions of mission, vision and values at an earlier board meeting, and the Executive Director appointed a committee at that point to create a plan and bring it to the board for review before our annual conference. This committee, made up of current board members, worked in pairs to develop our ideas around the subject areas of greatest need and desire, and then tasked one member of the group to create a draft open to comment. This draft outlines one and three-year milestones for each identified goal. If the board approves the overall plan, this same committee will be responsible for assigning specific people and dates to each milestone and hold the organization accountable for achieving our stated goals.

12974445_10156755223625693_6479911054720065382_nWhile strategic planning for these small and growing organizations is challenging, I am struck by one simple fact: taking the time necessary to do deep core work is what makes specific tasks possible.  Having a strong mission is important, but developing vision and values around that mission and then making sure everything grows out of the same center is what ensures success. Exactly how the process happens is far less important than making sure it does happen, and taking the time to develop a process that is inclusive, comprehensive, and thoughtful can lead to an organization that is both idealistic and realistic. I look forward to these meetings, to the work that grows out of them, and to the GEBG annual conference immediately following: Laissez les bon temps roulet!

Place-Based Education

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Welcome sign in giant hotel aquarium

Last week, I had the great privilege to attend the 11th annual institute run by the Independent Schools Experiential Education Network (ISEEN), of which I was recently elected chair of the board. ISEEN is doing some of the most innovative and exciting work in education today, and I have shared much of it in other posts. This time was no exception.

What made it so great? Well, yes, we were in Hawaii. In January. That helped.

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ISEEN Educators on a Hike above Honolulu

We had chosen the theme of Place-Based Education a number of years ago, and Hawaii was the perfect place to explore that theme. The institute was hosted by Punahou School and Iolani School, both of which had exemplary programs to share. Participants heard inspiring talks by the Heads of each school focusing on innovation and change at every level. We learned how K-12 classes use their campus and immediate surroundings to teach a myriad of concepts through active learning. We also had the opportunity to spend an entire day at Kualoa Ranch, where their education staff taught us about flora and fauna, repurposing old fish ponds for oyster aquaculture, hiking through several ecosystems to get a better view of the island, and contributing to stream restoration. The ranch is an intriguing model of land use: the family who has owned the land for generations created an educational enterprise to serve the dual goals of economic viability and celebration of Native Hawaiian culture.

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An ancient fishpond repurposed at Kualoa Ranch

Native Hawaiian culture was joyfully honored throughout our visit. We were welcomed with ceremony including ancient chants and contemporary songs; we took workshops in hula, lei and poi making; we learned about the worldwide voyage called Hokulea raising awareness and funds for the most vulnerable Hawaiians; and were invited to be full participants in everything we witnessed. It felt like a true blessing to be in the presence of people living out their spiritual traditions and connecting to the land in such meaningful ways.

In a more robust manner than ever, the ISEEN institute practiced the principles we so strongly believe in: learning by doing, staying connected to the real world, modeling Kolb’s Cycle of Experience/Reflect/Evaluate/Act (and even offering a workshop led by David and Alice Kolb themselves!), throughout the institute. These few days strengthened our commitment to experiential education. We believe this theory and the practices it embraces, including Design Thinking, Project-Based Learning, and Mindfulness in Education, are on the forefront of innovation in education. With so much content at our fingertips (literally), we must explore ways to make connections, think critically, and involve our whole selves in the learning process, or we just may cease to be relevant.

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Round table sharing of school programs

All 120 educators from the US, Canada, Korea, Australia, and the UK went back to their homes and school communities ready to put what we learned to good use. Though it may not be as easy in our home communities to connect to the land and the first people who populated it as it was in Hawaii, we have pledged to do so. I invite you to ask yourself: who lived in your neighborhood before the colonizers? What relationship did they have to the land and what can you learn from them? Please consider joining us next year when Hawken School in Cleveland hosts the institute and we continue our exploration of Place-Based Education in an urban setting.  Aloha!

Blog Year in Review

Students reflecting on their journey

This time of year lends itself to reflection. As I considered my customary examination of highlights, low lights, and lessons learned in 2015, I decided to reread my blog posts for the year to see what they might tell me about my year. It was fun to relive some of my adventures and see what I was puzzling over as the months unfolded. A couple of themes emerged.

The first pattern I noticed was that I wrote most often about school initiatives. This makes sense, as I work primarily with schools. I continue to be impressed by school leaders who are embracing concepts and practices such as experiential education, design thinking, and global-local connections; paying attention to risk management, program assessment and staff training; and creating meaningful overseas partnerships. I love working with schools, and I am encouraged and inspired by educators who seek improvement through both strategic planning and new initiatives. Serving on the Independent Schools Experiential Education Network (ISEEN) and the Global Education Benchmark Group (GEBG) boards continues to shape my thinking, provide support for my work, and add meaning to all of my consulting partnerships.

Students from Trinity School (NYC) doing service work in New Orleans

Students from Trinity School (NYC) doing service work in New Orleans

Travel opened my mind and heart this year, whether to places far away like Namibia, South Africa and Peru, middle distances such as Arkansas, Santa Fe and New Orleans, or nearby in Victoria, B.C. and Olympia, WA. Each experience made me think about the world in new and interesting ways, and the people I met reinforced my belief in both our similarities and our differences. I returned home stimulated by new landscapes, engaged in new relationships, and brimming with new ideas for collaborative global and experiential education.

Another theme that emerged as I examined the posts is the importance of art and culture in all of their rich expression. My focus on visual art through Exhibit Be, theater for Little Bee, and music for OneBeat underscores my belief in the power of art to connect, to inspire, and to heal. I noticed that I invited my readers to engage with the world through art and also through political movements like Black Lives Matter, world events like the devastating Nepal earthquake, and then I encouraged heeding the call to an interior life (such as unplugging from technology and connecting with a group like Seasons of the Soul) to stay centered and able to both bear and help ease the pain in our world.

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Bring it on 2016: I’m ready!

As I look back, I realize how grateful I am for the kind of work I do and how much I enjoyed writing about it. I appreciate the weekly practice of reflection and putting into words what I am thinking about, engaged in, puzzled by. The greatest joy the blog brought me this year came in the form of my twelve guest bloggers: former students and program associates who wrote about how global travel and experiential education have influenced their lives. Their testimonials reinforce my career choice and provide motivation to continue working on behalf of global and experiential education. Bring on 2016: I’m ready!

Strategic Planning

IMG_8773I am, by nature, not a planner. I like to let life unfold, see what appears, and work with whatever shows up to move me to the next phase. This makes me particularly well suited to experiential education: it’s not that I never plan, it’s more that I do something first and then, upon reflection, create the structure to understand and support the next action. Nevertheless, the importance of strategic planning cannot be underestimated. Organizations that have a clear vision and mission and then take the time to create concrete structures and plans to support their big picture vision are those most likely to get where they want to go. While few would dispute the value of this type of planning, I love the fact that there is no one way to do it. The methods an organization can employ vary by the kind of organization, number of people involved, desired outcomes, and time allotted. Going in with a commitment to mission-driven practices and producing actual measurable results appear to be common denominators to success.

ISEEN Board in Cleveland

ISEEN Board in Cleveland

I recently rejoined the board of the Independent Schools Experiential Education Network (ISEEN). I am thrilled to be back as a member of the group guiding this important and wonderful organization. When I attended my first ISEEN institute eight years ago, the group was called ISAN (Independent Schools Adventure Network) and existed to support outdoor and adventure education practitioners. Over the ten years since, the organization has grown to encompass other forms of experiential education programming (global, service learning, sustainability, student leadership), and added an institute for classroom teachers who wish to have more experiential pedagogy and practice in their classrooms. We have achieved our initial goals and met last weekend on a retreat with the purpose of creating new ones.The process included a review of current programs, including the winter institute for practitioners (this year held in Hawaii, hosted by Punahou and Iolani Schools — and focusing on place-based education), the summer institute for teachers (held in Santa Fe for math, science, and arts educators), and our relatively new membership platform. After reviewing them as a group, we spent time individually and then in triads, outlining new goals, finding commonalities and differences, and finally, coming together to set benchmarks and timeline for the work. It was gratifying, inspiring, and energizing as we move forward into the next five years of growth in the organization.

GEBG Board in Miami

GEBG Board in Miami

Another group on whose board I serve, the Global Education Benchmark Group (GEBG), is going through a similar process but in a slightly different way. We formed a strategic planning committee at a meeting last spring. This group met three times, once in person and twice virtually, to identify five priorities for the organization. Each committee member signed on to develop a couple of goals and create benchmarks and a timeline for reaching those goals. The material was sent to the Executive Director for review, and will appear on the agenda of our November board meeting to be discussed and voted on by the full board. We will outline our strategic plan to the wider membership at our annual conference in April (this year hosted by Isidore Newman School in New Orleans).

Finally, I have been contracted by an independent school to help develop a strategic plan specifically for global education at their school. During a strategic planning process for the whole school, they identified global education as a big part of that plan and they desire a more specific framework for global initiatives. I will spend a day on campus meeting with relevant stakeholders, review their current programs, and facilitate a conversation about the steps they might take to set new goals and the process to achieve those goals.

As I work with organization boards and schools, I realize I would like to undertake a similar process for my business. Where do I want Global Weeks to be in five years? I know my mission has expanded since I started the company 4 years ago: what are my new goals? What partnerships do I want to cultivate to help me create a process, outline strategies and reach new heights? I look forward to exploring this topic further and I invite you to do the same: what does your strategic planning process look like?

If you’re moved to share your strategic planning process with the Global Weeks community, I invite you to comment below.

Coming Home

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Beautiful Parcas

Beautiful Parcas

I spent the past two and a half weeks traveling. Six airport stops, the equivalent of a couple of days in the air, and several days each in four different ecosystems: the Andes mountains, Lima’s damp coast, the breezy warm moonscape of Paracas, and tropical Miami. We had rainstorms, hail, dry windy sand storms, clouds, sun, low-hanging mist and 100 degree humidity. We wore many layers of fleece in the thin mountain air, bathing suits by the pool, our lightest clothing to walk around Miami, and sweaters and scarves to deal with hotel air conditioning. Now I am home in the gray of Seattle, back in jeans and a long-sleeved t-shirt, my go-to uniform for this time of year.

Lovely ladies in the Andies

In the Andes

What does it mean to experience so many different climates, time zones, cultural and environmental zones? How do we make sense of it all? How do we transition home? I think sometimes because world travel is so accessible, because it is possible to fly all over the globe in a matter of days, that we downplay the significance of the transitions. We forget that our bodies, adaptable as they are, need time to adjust to each place and time. We wonder why we pick up stomach issues or respiratory problems, why we’re not thinking as clearly as we might when we first return. I find myself moving more slowly than usual, resting and napping, wanting to prepare simple, healthy meals and sit in silence. I vow to honor this transition time, feel what it means to be “in-between,” use it to integrate the experiences I had, the people I met, the foods I ate and the places I saw.

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Global Educators in Miami

As I transition, I think of the people in and around Kathmandu, Nepal, as they deal with the trauma of the earthquake that shook their foundations, killed loved ones, destroyed most of their homes and forever altered their lives. I feel sad. I grieve for a place although I have never seen it, because we are all connected. I feel powerless to make things better, even as I am glad I can contribute to the relief efforts. As I return home, I am aware of many who are likely to be homeless for a very long time. I also feel the pain of what is happening in Baltimore right now, and in other parts of this country where young men are being mistreated and killed because of the color of their skin. My own disorientation because of my travels, in my lucky privileged world where I can experience a family vacation overseas and a global education conference, somehow help me feel the pain and loss of others who are experiencing terrible tragedies right now. And that is a good thing.