2001 Spring Focus Session

Planning for Transformation
March 17, 2001
Crowne Plaza Worcester Hotel
Worcester, Massachusetts

About NLII Focus Sessions

NLII focus sessions are regionally-based, small (this session is limited to 40 attendees) and highly interactive. Each session is organized around a series of questions related to a theme. Attendees have pre-session readings and other assignments, the sessions are facilitated by experts in the topic, and the sessions result in the development of new web-based decision making tools, white papers on effective practices, and other work products. These are working sessions.

The Summer Focus Session is scheduled for May 18, 2001 in San Diego, California; its theme is "Partnering in the Learning Marketspace."

Proceedings

Meeting Purpose

The purpose of this focus session is to advance the body of thought on how to align action, including policy, budget, project selection and assessment, with strategic goals. We will NOT attempt to add to the well-developed body of knowledge on strategic planning, nor are we going to spend much time on the process of getting institutional commitment to the transformation of teaching and learning. We assume that attendees are from institutions that have or are well into developing a strategic plan, and that have already made a commitment to transformation.

We WILL work on what it specifically means to your individual institution to "transform teaching and learning," going beyond the general meaning of creating an educational environment that is active, learner-centered, dynamic and lifelong, collaborative, cost-effective and accessible. Together, we will also:

develop a methodology for assessing institutional readiness to transform
identify the elements of an integrated tactical plan, including (but not limited to):

communication planning
technology planning
resource allocation
project selection
policy
assessment and evaluation

evaluate effective practices for stakeholder engagement and continued involvement during implementation
scope the boundaries for, and the continuum of, institutional transformation based on local culture - from radical departure from traditional practice that approaches full alignment, to stealth operational planning that works around significant historical institutional barriers.

Questions We Will Tackle

Assuming that all the right stakeholders were involved in the strategic planning process, what stakeholders need to continue to be involved and how (and if all the right stakeholders weren't originally included, how can they be engaged now)?
How can decision-makers assess the readiness of the institution to change?
How can leaders communicate what transforming the institution really means to everyone involved?
What processes can decision-makers, leaders, and implementers use to map strategic initiatives, policy development, resource allocation (e.g. budget) and institutional assessment to the strategic plan?
Are there differences in the processes to be used depending on scale of planning (departmental, institutional, system, state)? If so, what are the issues that create these differences?
What are the dimensions of scalability and sustainability that should be explored?
How can an institution set priorities for large-scale investment to advance transformation of teaching and learning?
What processes might be used to apply a set of evaluation guidelines, in order to select projects that will advance this transformation?
How can budgets and staffing plans be made more fungible, in order for institutions to become more agile and responsive to changes in their environment?

ELI ELI Events ELI Events Calendar		2001 Spring Focus Session Planning for Transformation March 17, 2001 Crowne Plaza Worcester Hotel Worcester, Massachusetts About NLII Focus Sessions NLII focus sessions are regionally-based, small (this session is limited to 40 attendees) and highly interactive. Each session is organized around a series of questions related to a theme. Attendees have pre-session readings and other assignments, the sessions are facilitated by experts in the topic, and the sessions result in the development of new web-based decision making tools, white papers on effective practices, and other work products. These are working sessions. The Summer Focus Session is scheduled for May 18, 2001 in San Diego, California; its theme is "Partnering in the Learning Marketspace." Proceedings General Sessions Breakout Sessions Meeting Purpose The purpose of this focus session is to advance the body of thought on how to align action, including policy, budget, project selection and assessment, with strategic goals. We will NOT attempt to add to the well-developed body of knowledge on strategic planning, nor are we going to spend much time on the process of getting institutional commitment to the transformation of teaching and learning. We assume that attendees are from institutions that have or are well into developing a strategic plan, and that have already made a commitment to transformation. We WILL work on what it specifically means to your individual institution to "transform teaching and learning," going beyond the general meaning of creating an educational environment that is active, learner-centered, dynamic and lifelong, collaborative, cost-effective and accessible. Together, we will also: develop a methodology for assessing institutional readiness to transform identify the elements of an integrated tactical plan, including (but not limited to): communication planning technology planning resource allocation project selection policy assessment and evaluation evaluate effective practices for stakeholder engagement and continued involvement during implementation scope the boundaries for, and the continuum of, institutional transformation based on local culture - from radical departure from traditional practice that approaches full alignment, to stealth operational planning that works around significant historical institutional barriers. Questions We Will Tackle Assuming that all the right stakeholders were involved in the strategic planning process, what stakeholders need to continue to be involved and how (and if all the right stakeholders weren't originally included, how can they be engaged now)? How can decision-makers assess the readiness of the institution to change? How can leaders communicate what transforming the institution really means to everyone involved? What processes can decision-makers, leaders, and implementers use to map strategic initiatives, policy development, resource allocation (e.g. budget) and institutional assessment to the strategic plan? Are there differences in the processes to be used depending on scale of planning (departmental, institutional, system, state)? If so, what are the issues that create these differences? What are the dimensions of scalability and sustainability that should be explored? How can an institution set priorities for large-scale investment to advance transformation of teaching and learning? What processes might be used to apply a set of evaluation guidelines, in order to select projects that will advance this transformation? How can budgets and staffing plans be made more fungible, in order for institutions to become more agile and responsive to changes in their environment?
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