Strategy In Action
I spent this week in the classroom at Harvard University learning to use strategy and be more strategic in supporting powerful learning and teaching in the Harvard Graduate School of Education program, Strategy In Action. This was a program made up of an outstanding curriculum with the learning being facilitated by incredible the incredible Harvard faculty Rachel Curtis and Elizabeth City. Part of my pre-work homework for this course was to read Strategy in Action: How School Systems Can Support Powerful Learning and Teaching (Curtis & City, 2012). Let me just say this is a book that everyone in education should read. A habit that I developed doing literature reviews while completing my doctorate was to take bullet notes of everything I read. This book was so outstanding that I decided to include my summary as a post to this blog. Here it is:
Top 100 Play List From
Strategy in action: How school systems can support powerful learning and teaching
Rachel E. Curtis & Elizabeth City (2012)
Prepared by: Byron L. Ernest
1. It is simply not enough to have strategies in place; we must be able to consistently execute them
2. The education of children is our number one priority. Number one above power struggles, political whims, or practitioner and parental excuses
3. High performing schools are driven by four key strategic elements: unrelenting focus on quality instruction, robust community support, dedication to operational excellence, and strong leadership
4. Every stakeholder of the school must know the data
5. No matter what our role is as educators, we cannot go at it alone. We must involve the business, civic, parental and broader community in our strategic efforts
6. Evaluate all budget recommendations based on three criteria: their direct impact on student achievement, risk to the district if not implemented, and alignment with the district’s strategic objectives.
7. If principals don’t provide the instructional leadership, the school won’t perform
8. Systems making substantial progress answer three questions: What are we doing? Why are we doing it? How are we doing it?
9. What is strategy? “The set of actions an organization chooses to pursue in order to achieve its objectives. These deliberate actions are puzzle pieces that fit together to create a clear picture of how the people, activities, and resources of an organization can work effectively to accomplish a collective purpose.” ≈ Stacey Childress
10. The great challenge and opportunity: to educate all of our children to succeed in a rapidly changing world we can scarcely imagine
11. School systems exist to support learning for all students
12. Teaching matters most
13. Being strategic, coherent, and well aligned is everyone’s business
14. Our “product” in education is learning
15. American propensity is to favor breadth over depth, meaning that American fifth graders are taught twice as many math concepts as their Japanese counterparts
16. All three parts of the instructional core matter: teachers, content, and students. The core is the interaction of the three sides of the triangle
17. Systems, not just individuals, must steward the instructional core
18. Strategy is about filtering the noise
19. Deliberate actions are puzzle pieces that fit together to create a clear picture of how the people, activities, and resources of an organization can work effectively to accomplish a collective purpose
20. When strategies are not effectively implemented teachers will experience each initiative as a discrete thing to be done, not understanding the purpose behind each and the relationship between them
21. Strategy and all its components must address the instructional core by supporting high-quality teaching of rigorous curriculum, answering the question “How will this improve the quality of student learning and teaching?’
22. Every school system we know that is rapidly improving student learning places its bets on strategic objectives and initiatives with direct connections to the instructional core
23. Teachers’ focus must be shifted from what they taught to what the students learned
24. The purpose of a team must be clear, challenging, and consequential
25. A team is responsible for developing the improvement strategy for the system, ensuring coherence and aligning resources to strategy, creating the conditions required for implementation, and tracking results is more concrete
26. Being clear about purpose guides selection of team members, who are selected on the basis of their ability to help the team fulfill its purpose
27. Clarity of purpose also help team members understand what they are being asked to do
28. Norms are a set of agreements that define how team members will behave when they meet
29. A productive and satisfying meeting begins with a well-designed agenda
30. One simple way to build trust is to be deliberate about it
31. Expressing vulnerability is one of the most powerful ways to build trust and one of the strongest indicators of the level of trust that exists in a team
32. A strong leadership team is composed of people with different expertise, experience, and perspectives
33. In the face of problems, one questions helps focus complex systems and teams: “What is best for children”
34. We can’t talk in generalities
35. Generalizations are tidy and can make conversations more comfortable, but they don’t help us to understand what is most needed in the system and to learn from the variations and exceptions
36. When tempted to oversimplify and generalize, remember to dig deeper to understand the nuances of why a project works in some settings better than it does in others
37. Use data to guide the analysis
38. Look closely at the data
39. Ask questions about the data
40. Wonder about the data
41. Many time instead of being data-driven, we are driven to distraction
42. If you want to improve outcomes, numbers alone will probably not provide all the information you need, particularly in the very human endeavor of teaching and learning
43. Three types of data: Counting, hearing, and seeing
44. Using data often leads to more questions than answers
45. Problems have causes and symptoms. We often mix these two things up.
46. “We see things as we are, not as they are” ≈ the Talmud
47. When the vision is clear, everyone in the system give the same responses to the important questions
48. In cultivating strategy for a school, it is encouraged to assess the present, imagine the future, and learn from the past
49. Personal/not personal paradox è Not about us…is about us
50. A theory of action describes the beliefs that undergird an organization’s strategy and links the strategy to the organization’s vision
51. A theory of action can be thought of as the storyline that makes a vision and strategy concrete
52. A theory of action is a hypothesis using an if-then statement to articulate what will be achieve and how, in the broadest sense, it will be achieved
53. Context matters
54. A strategy consists of a small number of strategic objectives (three to five) that frame big areas upon which the system will focus
55. The segments are: identify major strategic objectives; map strategic objectives with theory of action; and identify strategic initiatives, weighing ease and impact, synergy, and pacing and sequencing
56. Tool: Ease Versus Impact Graph
57. Strategy is not enough on its own
58. Clear and established methods of executing the strategy, problem solving, learning from the work, and refining the work as you go along are essential to helping the strategy become something that actually helps children move toward the system’s vision
59. Often, the way work gets done is defined by who is doing it rather than by principles of effective management
60. When individuals and departments work independently, their approaches to the work are variably effective and create inefficiencies in the system
61. Systems struggle in four areas: aligning resources to the strategy, implementing systems and structures to facilitate the work, supporting employees through work that demands they change their behaviors, and embracing the dynamic nature of the work
62. Strategy comes to life when its execution drives the budgeting process and the allocation of resources, be they time, staff, or money
63. The concept of cross-functional teams, the lifeblood of high-performing organizations, is unfamiliar and directly challenges the prevailing culture of autonomy and “turf.”
64. Teams need to engage in the productive conflict that generates the best ideas and work
65. Strategy execution is dynamic
66. The strategy written on the page must evolve as it grows into life, responding to the environment, changing conditions, and the learning that occurs along the way
67. Reality bumps up against the tendency of many school systems to function as if their work is static, linear, and predictable
68. The system that is able to stop “doing” long enough to respond to the environment will be better able to keep purpose at the center
69. Two-way learning is required for successful implementation of strategies
70. Logic Model: Activities, Resources, Outputs, Outcomes, Assumptions
71. A work plan is the bridge between the logic model and action
72. After-Action Reviews: The building into implementation process the mechanisms to learn from the work
73. For building stakeholder support communication in all directions is essential
74. The trick to in communicating strategy is to simultaneously communicate a sense of urgency combined with sense of agency to improve, answering the questions “why change?” and “how to change?”
75. Engaging a broad range of actors in the work is critical
76. Successful strategy execution requires a balance of support and accountability
77. Support for strategy is provided through resource allocation, technical assistance, and collaborative problem-solving
78. Accountability is ensured through regular tracking of work, timelines and benchmarks, and assessing organizational learning
79. Coordination across initiatives leads to better results
80. The work of all initiatives must be aggregated to the system level
81. Execution of strategy requires a high level of collaboration and interdependence
82. Strong execution is marked by careful planning, ongoing learning, and nimble adjustments along the way
83. Driving improvement requires us to dive in and develop ideas about what we most need to do to improve student learning and to constantly be looking beyond ourselves for better ideas
84. The success of strategy depends on your making smart bets, learning from the work, and then shaping and refining it accordingly
85. Three simple questions: How does what I’m doing support children and their learning? Is this working for children? How do I know?
86. Designing strategy requires taking the time to be thoughtful and thorough
87. For strategy to be effective, it cannot be immutable
88. Strategy must evolve in response to needs and changes in the environment
89. Measuring results is simultaneously simple and complex
90. When we ferociously commit to acting and learn from that action, both become easier because they feed on and reinforce one another
91. In execution, strategy comes to life
92. Through the process of execution strategy evolves
93. A system that uses strategy that focuses on autonomy and accountability will surely evolve as it learns from the innovations some schools initiate and the struggles other schools face
94. Two tensions of strategy design and execution: How loosely or tightly the system will manage the school and the strategies focus on all children and, at the same time, on each child
95. All children and each child
96. A system needs to balance all with each by differentiating support in response to the specific needs of struggling students, teachers, and schools
97. At the same time you are executing strategy you need to be intentionally learning from it so that you stay conscious, keep learning, and make good decisions
98. Remember to keep the focus of the system’s work on students, teachers, and the content: the instructional core
99. We must bring our best selves to the endeavor while maintaining a boundary between the work and ourselves
100. It is about the work, not the people. Ultimately, it is about the education of children.
Again, this was an outstanding book that I believe anyone who is serious about delivering wowful educational leadership, or leadership for any organization should read and study!

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