Locking in Our Bearing for the Future

First things first … apologies for not being more diligent on postings. Lots of ideas, but few put to paper. I now have a few in my cache, so stay tuned.

I have written about the development of Appleby’s strategic plan a few times on this blog and we are (I hope) getting close to finalizing it. In a couple of weeks’ time, we will be having the fourth Board of Governors retreat where we focus on our future priorities, which I hope will be the final conversation before seeking approval later this spring. In addition, we have been having a series of meetings for faculty, staff, alumni and parents relating to the development of the campus master plan and the creation of Appleby’s strategic plan. There have been great suggestions and feedback, which, together with the results of dozens of student lunch conversations and the 2014 stakeholder surveys (students, parents, alumni and employees,) provide a strong sense of the views of the Appleby community – broadly defined – about what is good and not-so-good about Appleby today and where we should head.

But many of you may be saying, “So typical of education … endless talking. How about some action?” Yes, it has been a while in development. I am increasingly of the view, however, that the process is as much about building a sense of understanding and support as it is about the content. No, that is not saying that the content isn’t important, but rather that it is only one of the four platforms of great school strategy.

They are:

1. Clarity of why or purpose. At the end of the day, what is the most important outcome of what we do day-to-day and year-to-year?
    
2. The specific content of the plan – are the strategies and tactics that have been identified as priorities the right ones? Will they differentiate the school in the niche in which we operate? Are they sufficiently ambitious and innovative, but at the same time feasible? Has the right balance been struck between respecting current strengths and traditions versus innovation? And do the priorities speak directly and ambitiously to the answer from question 1?
    
3. Is there broad-based support for the priorities? The implementation of the strategic plan is usually dependent on: the faculty and staff who have to make it happen, the alumni and parents whose philanthropic support provide the resources, and the (current and prospective) students and parents whose enrollment and enthusiastic participation in the school is paramount. Having these groups on-board with the direction (having consensus on all the details is impossible,) or at least getting them to that position is a highly desirable pre-requisite for making it happen.
    
4. Execution – John Thompson a great Canadian business leader (before his retirement, he served for many years as the number two guy at IBM in NY and recently stepped down as the Chair of the TD Bank Group) brought home to me the understanding that execution on strategy is far more differentiating than the creation of the strategy. His view (I am paraphrasing him here and there is a great deal of strategy writing that supports it) is that in most sectors there is no shortage of great, creative ideas. (Indeed many leading organizations’ reputations are most notably linked to the innovation or quality of their offering – How amazing is that new product?) However, at the end of the day, the sector leaders usually got to that position because of rigour and effectiveness of implementation compared to the other players in the industry. There is great truth to that view, including in education.

So, where are we now? Amongst the Appleby Board and Leadership team, there is strong consensus on the answer to the first question. I have written about it in this blog – our mission remains completely on point. (Our mission: To educate and enable young men and women to become leaders of character, major contributors to, and valued representatives of their local, national and international communities.) It harkens back to the founding of the school by Sir Edmund Walker and John Guest, and it compels us to think boldly in terms of why Appleby exists, what we expect of our graduates and, therefore, what we expect of ourselves in terms of an extraordinary student experience.

I am also delighted that, based on the many conversations, surveys and meetings with students, parents, faculty and staff, alumni and friends of Appleby, there is a remarkable coalescing of opinion about where Appleby should focus our effort over the next few years.

Last night, we held another of these consultation meetings with a group of alumni and parents. Their comments and questions were much appreciated as we refine our draft plan before final approval. The next one, which is open to all parents, alumni and friends, will be taking place on April 22 on campus in the LEC at 7 pm - all are welcome.

Around that time, we will also be posting the draft version of the plan. Any thoughts and feedback would also be welcome. In the interim, over the next few weeks, I will be outlining many of the elements of the draft plan – and why these are important for us.

I look forward to being completely confident with the answers to Strategy Elements 1, 2 and 3 (outlined above) and bearing down on implementation.