Case Studies
from the Center for
Strategic Planning
Saint
Andrew's School | Chapel of Saint
Andrew | Data Analysis for Diocese |
Saint Andrew's School Plan Highlights
| Award-winning faculty ad campaign
Saint Andrew's
School
Five-year
strategic planning process for this flagship Southeast
Florida Episcopal college preparatory day/boarding school
resulted in a plan focusing on building community and
living into its new role as a K-12 school from its former
position as a grades 6-12 school.
This planning process yielded a first-ever vision
statement, a refined mission statement that included
foundational elements of Episcopal and boarding school
heritage, a first-ever statement of core values and 163
strategic initiatives to be executed over the next five
years.
See
interactive strategic planning at work.
View
Executive Summary.
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Chapel of Saint Andrew in the Year 2006
Strategic Plan
Five year strategic plan for this purpose-driven
congregation featured a first-ever set of Core Values
Statements, a revised vision statement and 143 strategic
initiatives. See the Chapel's
web site.
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Data Analysis, Diocese of Southeast Florida
A new dawn…the Diocese of Southeast Florida has
embraced a new bishop with a new vision. Bishop Leo Frade
described his vision of the future to an audience of more
than 1000 First Step Conference attendees who then met in
small groups to reflect on vision themes. View the
analysis of the small group data prepared by the Center
for Strategic Planning and presented in this article that
ran in the June 2001 issue of the Diocesan monthly
newspaper The Net.
First Step participants pledge support, call for
training
By Christina Drouin
For the nearly 1100 diocesan leaders who came to hear
Bishop Frade speak about a new era, the call away from
maintenance toward mission not only captured their
attention, but also challenged their imaginations. It was
at the same time ripe with opportunity and full of risk.
What did this leadership group hear that day? What do
they see as the key challenges? What do they need to
overcome them? Will they help? As groups of up to twenty
gathered to explore one of twelve core vision topics,
their conversations were recorded by a scribe and later
studied for the story they told. And while the indicators
that follow are representative, they do not constitute the
total body of knowledge of the First Step attendees’
group sessions. The assortment reported on here is
intended to be
full and fair in its overall portrayal of reactions to
Bishop Frade’s introduction of a future vision for the
Diocese of Southeast Florida.
Common themes
Written records of First Step small group session
dialogue point to several common themes. Attendees
expressed broad support both of Bishop Frade and a new
vision of the Diocese of Southeast Florida as a mission
diocese. They say they are willing to change and try new
things. They see a future of empowered laity, diversity,
teamwork on all fronts, and a coordinated diocesan
approach. They are willing to engage in self-development
and discipleship, and indicate that they would respond
positively to learning and training opportunities. They
value prayer and trust in God.
Challenges and opportunities
Looking ahead, teamwork will be a key challenge.
Participants say congregations not only need and want to
work with the diocese, but need and want to work with one
another. They see the diocese playing a central role as a
clearinghouse of information on who’s doing what and
what’s working where.
Participants identify areas of anticipated
insufficiency as key challenges. Some are concerned about
not having enough clergy, others about not having enough
lay leadership. Many see insufficient knowledge and skills
among the laity as key challenges in moving from
maintenance to mission, making the call for empowerment
and enabling leadership through education and training
unmistakable. According to this leadership group, training
and education are lynchpin issues in enabling the new
vision. Participants say they want to step out of their
comfort zones in evangelism, discipleship and diversity.
But in order to do so, they need and want training –
everything from workshops in sensitivity training to
courses in the history of the Episcopal Church. Identified
training needs include:
- what it means to be an Episcopalian
- the history of the Episcopal Church
- Anglican tradition
- a literature series on Classic Anglicanism
- leadership and empowerment seminars
- sensitivity training regarding diversity
- more formation classes
- workshops to understand the cultural needs of each
parish
- evangelism skills to reach out
- vestry training
Plant new churches and increase visibility
New church plantings were called for in Pembroke Pines,
Royal Palm Beach and Northwest Miami-Dade. The need for a
Haitian church was also recorded. In addition to acquiring
land for new churches, particularly west of I95, some
would like to see money spent in mass communications such
as advertising and web site development and promotion.
What will you commit to do in your congregation?
This leadership group seemed to connect to the vision
on a personal level, with many pledging their prayers and
others expressing their support with healthy lists of
activities ranging from broad to specific. According to
their commitments we can expect to see these diocesan
leaders sharing the First Step with others, moving
forward, trying new things, canvassing neighborhoods,
baking and delivering bread to visitors, getting involved,
making one-on-one contact, getting out into the community,
and pushing hard in their own congregation for the next
step.
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Saint
Andrew’s School in the Year 2005
Strategic Plan Highlights
New Vision Statement
Saint Andrew’s School will embrace the educational
challenges and opportunities of the future within the
framework of our traditional Episcopal school education of
developing and nurturing each student in mind, body and
spirit. We will value the individuality of all community
members and instill a global perspective that all may seek
and find the best of the human spirit in themselves and
others.
Updated Mission Statement
Saint Andrew’s School is an Episcopal K-12 day and
boarding college preparatory school whose mission is to
build a community of learners, to provide excellence in
education, and to nurture the whole child in three areas:
Mind - By developing a strong academic
foundation, encouraging enlightened self-expression,
building critical thinking skills, and instilling a
lifelong love of learning.
Body - By emphasizing the importance of
physical fitness, teamwork, competition, sportsmanship
and self-discipline in the achievement of physical and
emotional well-being.
Spirit - By building the spiritual, moral and
ethical contexts that will guide students through a
lifetime of choices inspired by a commitment to honor,
integrity and social responsibility.
Statement of Core Values
- We are all members of a community.
- Teaching, character education, individual
self-actualization and college preparation are our
primary missions and are interrelated.
- We believe in a triad of whole child growth and
development in mind, body and spirit.
- We value individual differences, cultures,
customs, and beliefs while searching for points of
unity in our common humanity.
- We value academic freedom and innovation and
believe that the relationship between teacher and
student is at the core of learning.
- We apply the standards of excellence, quality and
relevance to all we do.
- Enhancement of happiness and fulfillment of each
community member are important.
- We must provide a challenging academic
environment.
- We must foster intellectual and artistic curiosity
and creativity.
- We must be good stewards and present our
individual gifts as offerings of community service.
- Education must be a lifelong pursuit.
- We must have all members of the community
participate.
Strategic Goals
Strategic Goal 1: Provide a challenging and
supportive cross-cultural learning environment that
fosters excellence in education of mind, body and
spirit and a love of learning in a K-12 Episcopal
community of lifelong learners.
Strategic Goal 2: Recruit and retain a diverse
community of outstanding students, faculty, and staff.
Strategic Goal 3: Create a physical environment
that reflects our expectation of excellence and
encourages interaction among a diverse population.
Strategic Goal 4: Strengthen the overall Saint
Andrew's community by creating an environment of honor
and respect valuing personal interaction.
Strategic Goal 5: Identify, seek, develop and
allocate resources on the basis of mission value.
Strategic Goal 6: Develop strategic alliances
in the greater community with educational
institutions, social service organizations, and
businesses.
To see interactive strategic planning at work, click
here.
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Faculty
Ad Campaign
Developed by the Center’s director and based on
research results from all constituency groups at Saint
Andrew’s School in Boca Raton, this faculty ad campaign
was awarded a 1998 Gold Medal for Print Advertising by the
Council for the Advancement and Support of Education
(CASE).
The campaign rolled out as a full-page color ad series
in Boca Raton Magazine for two years. It was
designed with four key outcomes in mind:
- To serve as a dramatic "over the edge"
affirmation for faculty of the importance of their
roles in the educational experience at the school
- To serve as a high profile institutional campaign to
validate for Saint Andrew’s parents their school
choice and give them a tangible "brag" piece
when referring prospective families
- To position Saint Andrew’s as a school where
dedicated and expert faculty are at the heart of the
learning experience and have long-term
transformational impact on the lives of their students
- To build community and affirm for all the mutuality
of roles all play in a community of learners.
Upon publication, several copies of each ad in the
series were laminated and given to featured faculty member
and student, as well as posted in the head of school’s
office, faculty work areas, admission office, reception
areas of each division, and in the development office.
(Get a copy of this MSFT PowerPoint by emailing the
director, Christina
Drouin)
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