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Saint Andrew's School in the Year 2005 Strategic Plan

Introduction

Foreword

Since the completion of its most recent strategic plan in 1995, Saint Andrew’s School has been driven by a three-fold mission to nurture each student in mind, body and spirit. This concept is the rationale for the comprehensive educational policies and programs of today’s school. It is also challenging the school’s operational capabilities and resources and, over the past several years, has not entirely reflected its core values.

In the Fall of 1999, the headmaster commissioned the Institutional Marketing Committee (a committee of the Board of Trustees) to engage the institution in a strategic planning process for Saint Andrew’s in the Year 2005.

The major challenge of the project was to conduct a massive review of a complex organization at a time of major growth. Saint Andrew’s operates in a complex environment that includes a world community of domestic and international students and families, highly motivated teachers, demanding academics, and quixotic technological change.

This plan will serve as a blueprint to help all members of the school community see how they might contribute to the greatness that is possible for Saint Andrew’s School.

Background

Saint Andrew’s School’s current success is a result of an outstanding faculty, staff, administration, student body, governing body, and the demonstrated commitment of parent support groups and dedicated alumni. As an institution, Saint Andrew’s School has a firm commitment to excellence in all it undertakes to benefit its students and constantly seeks to improve their educational experience.

Founded in 1961, Saint Andrew’s School is a flagship for secondary education in the state of Florida. The School serves as a 24-hour community for learning, dedicated to excellence and the fulfillment of its responsibility for the present and future academic, social and spiritual well being of each student, which is its quintessential mission as an Episcopal school.

In addition to its commitment to meeting the educational needs of each student, the School is committed to providing faculty with the means to develop their intellectual capacity and teaching expertise through collegial collaboration, mentoring, professional development, interactions with our students and society at large.

Saint Andrew’s School recognizes its ever-changing leadership role as a flagship school and continuously seeks to open pathways to lifelong learning, which it views as essential to each community member’s future in a global context.

Current Situation

Never in the history of the Saint Andrew’s School have enrollment and retention been stronger. The opening of a new K-5 Lower School to full enrollment with marketing costs of less than one half of one percent of projected gross revenues is remarkable testimony of the trade value of the Saint Andrew’s School name and reputation for excellence. Equally remarkable are a 4% attrition rate in the School’s day program and the recent turnaround of its resident program from decline to 100% retention and wait list status in 1999-2000. These twin accomplishments supercede recent School history as well as national norms. Student achievements, too numerous to mention, include performing arts groups and athletic teams that consistently achieve state recognition; and frequent scholastic distinction in language, writing, science, debate and technology.

Saint Andrew’s School’s extraordinary achievements are the results of efficient marshaling of the School’s resources by trustees, administration, faculty, students and staff, and the generous support of loyal families, alumni and friends. The imminent launch of a capital campaign will assure that Saint Andrew’s School’s current position of advantage, the remarkable achievements of its people, and its present momentum will not diminish. Saint Andrew’s School aspires to a position of leadership as one of the great K-12 day/boarding institutions in the Southeastern United States.

Executive Summary

Overview

Strategic planning facilitators logged more than 2,500 manhours of research, analysis and planning. More than 1,000 of these hours were spent in dialogue and/or collaborative planning, infusing the planning process with great depth and breadth and informing the plan with comprehensive inclusiveness.

  • Administrative Leadership Focus Group (7 participants in 1 group session)
  • Board Committee Survey (15 completed surveys)
  • Booster Club Survey (8 completed surveys)
  • Faculty Focus Groups (Exercise in Core Values; Strengths, Weaknesses, Opportunities and Threats (SWOT) Analysis; Image Exercise; In-depth Field Specialty Questions (70 participants in 26 focus group sessions)
  • Friends of the Arts Survey (5 completed surveys)
  • Divisional and Departmental Leadership Strategic Initiative Planning Meetings (14 collaborative sessions)
  • Middle School Student Survey (230 completed surveys)
  • Parent Leadership Focus Group (18 participants)
  • Saint Andrew’s Parents’ Association Survey (12 surveys)
  • Administration and Staff Focus Groups (23 participants in 7 focus group sessions)
  • Strategic Planning Symposium (90 participants)
  • Upper School Student Survey (432 completed surveys)

The resulting Strategic Plan at its current level of development consists of an aggressive list of 185 strategic initiatives, whose boldness is surpassed only by the enthusiasm with which they have been asserted. These are accomplishments the school community desires with conviction and are prepared to work with to accomplish. They reflect a core strategy wherein the theme is the interdisciplinary team (I-TEAM), and webbed horizontal and vertical communication is a key tool for building community. Highlights include:

  • Renewed emphasis on spirit and spirituality
  • Emphasis on facilities excellence
  • Vigorous attention to professional development
  • Vigorous emphasis on academic excellence
  • New emphasis on intentional cross-culturalism
  • An emerging focus on creating strategic alliances in the world beyond School boundaries
  • Renewed emphasis on preparation of all school community members for responsible global citizenship.

One of the most exciting highlights of this Strategic Plan is the natural emergence of interdisciplinary teams whose work together, carefully nurtured, can vaporize walls of exclusivity and fill information vacuums with fact rather than rumor while opening the institution to unprecedented accomplishments of goals and objectives.

Successful implementation of the plan will rely on:

  • Emergence of the mid-level administrator as a leader in goal achievement
  • New emphasis on team building as an implementation strategy
  • New emphasis on formalization of internal communications
  • Establishment of an infrastructure to support K-12 planning
  • New infrastructures to support accomplishment of technology goals
  • Continued evaluation of financial systems

Readers will notice the threads of traditional Episcopal educational values of community, inclusion, honor, respect for self and others, excellence in academics and collaboration connecting all elements of the plan.

Core Values

Certain central and essential elements to the School’s existence as a day/boarding college preparatory school in the Episcopal tradition emerged as core values. They included community, honor, respect for self and others, integrity and academic excellence.

They are set forth in the following Statement of Core Values:

  1. We are all members of a community.
  2. Teaching, character education, individual self-actualization and college preparation are our primary missions and are interrelated.
  3. We believe in a triad of whole child growth and development in mind, body and spirit.
  4. We value individual differences, cultures, customs, and beliefs while searching for points of unity in our common humanity.
  5. We value academic freedom and innovation and believe that the relationship between teacher and student is at the core of learning.
  6. We apply the standards of excellence, quality and relevance to all we do.
  7. Enhancement of happiness and fulfillment of each community member are important.
  8. We must provide a challenging academic environment.
  9. We must foster intellectual and artistic curiosity and creativity.
  10. We must be good stewards and present our individual gifts as offerings of community service.
  11. Education must be a lifelong pursuit.
  12. We must have all members of the community participate.

Strategic Drivers

Five strategic drivers, critical issues that emerged from internal and external data gathering and assessment, formed the basis of visioning and goal setting at the January 29, 2000 Strategic Planning Symposium. These critical issues substantiated the need to:

  1. Improve the quality of the educational experience
  2. Facilitate economic growth
  3. Expand outreach activities
  4. Enhance diversity of our campus community
  5. Cultivate a sense of community

Symposium Results

On January 29, 2000, ninety symposium participants met for a day of working sessions to review preliminary assessments and identification of critical issues, build a shared vision of Saint Andrew’s in the Year 2005, and develop a draft vision statement reflecting that vision; and draft goals that would lead to the accomplishment of the shared vision. The Symposium culminated with participants casting “votes” for draft vision statements and goals they would support over the next five years.

In ranked order, votes were galvanized around the following categorical areas: building community, technology, physical plant, academic, faculty, globalism, partnering, diversity, spirituality, safety and finance.

The Strategic Planning Symposium format and reports can be found in the Appendix.

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.

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 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: Allocate and develop resources on the basis of mission value and performance. Hold the community of students, faculty and staff accountable for the success of the School.

Strategic Goal 6: Develop strategic alliances in the greater community with businesses, social service organizations and educational institutions.

Conclusions

In view of the energy surrounding discussions on core values, adopting a “Statement of Core Values” as the third side of a motivational triad would provide all community members with a cohesive sense of institutional VISION, VALUES and MISSION.

  • A capital campaign whose priorities would include endowment and operating funds for essential school needs; financial aid for students, faculty, programs, and enriching the campus environment would ensure that Saint Andrew’s School continues to excel in scholarship, teaching and service to the community.
     
    • Attracting and Supporting Outstanding Students
       
  • Commitment to accessibility
     
    • Recruiting and Retaining Top Faculty
       
  • Commitment to recognize and reward the distinction of an accomplished faculty
     
    • Ensuring a Superior Academic Program
       
  • Commitment to pursuit of programs that cross disciplinary and cultural boundaries and instill in students the critical thinking and teamwork skills demanded by a complex, multicultural society.
     
    • Enriching the Campus Environment
       
  • Commitment to facilities excellence include a variety of new technologies; upgraded Science Facility; purpose-built Performing Arts Center; updated Athletic Complex; and renovation of key facilities.
     
  •  Institutionalizing change is a key strategy to move the community successfully through the Strategic Plan over the next five years.
     
  • Institutionalizing Interdisciplinary Teams is a key strategy to move the community successfully through the Strategic Plan over the next five years.
     
  • Interdisciplinary Teams (I-Teams) will become standard issue for accomplishing goals over the next five years. Effective teams will break down barriers and build trust, rapport, respect and collegiality.
     
  • Teamwork will emerge as a lynchpin strategy that will solve several key management issues, including how to deploy and implement the strategic plan; how to reconstitute effective communications throughout the institution; how to establish a K-12 curriculum. Watch for Focus Teams, I-Teams, Communications and Implementation Teams, Goal Groups and Strategy Teams.
     
  • Explore innovative and unexpected team combinations as a key to maximize teamwork as a communications and community-building strategy.
     
  • Institutionalizing Communications by adopting an Internal Communications Model will manage and facilitate the vertical and horizontal flow of information and unblock the communications logjam. A two-tier model partnering personnel at leadership level and implementation level with a Communications Director at the axis, would provide both the mastery and the means for consistent, accurate and appropriate framing and dissemination of communications messages:

    Communications Leadership Team

    • Head of School
    • Associate Head
    • Upper School Head
    • Middle School Head
    • Lower School Head
    • Communications Director
    • Communications Implementation Team
    • Communications Director
    • Upper School Administrative Assistant*
    • Middle School Administrative Assistant*
    • Lower School Administrative Assistant*

    * Or division head’s designee
     

  • By creating a permanent Strategic Planning Overseers Committee of the Board of Trustees, the institution will give de facto authority to school leadership to put all its support into the successful completion and implementation of the Strategic Plan.

Next Steps

To complete the Strategic Plan, several steps remain: Strategic initiatives that support the six Strategic Goals must be taken to objective and tactical planning levels. At these levels leaders will identify expected outcomes and benefits, success indicators, as well as roles and responsibilities and timeframes. In addition, the plan must be published and communicated.

Complete and Publish the Strategic Plan:

  • Assign roles and responsibilities
  • Establish priorities
  • Involve mid-level administrators as active participants
  • Decide how to manage implementation
  • Charge mid-level administrators with managing tactical plans
  • Make careful choices about the content the plan, what form it will take, where and how it will be published

Key Roles:

The Senior Leadership Team:

  1. Reach consensus on the final strategic plan
  2. Strategize deployment and implementation methods
  3. Approve what gets published

The Goal Groups: (Goal Groups are interdisciplinary teams established to work on the development of the goals and their associated strategies and objectives. Goal groups are subgroups of the senior leadership team. As the process moves into implementation, these groups may link with existing or new teams.)

  1. Complete the development of strategies and objectives including expected benefits and outcome measurements
  2. Share draft plan with mid-level leaders
  3. Accept and incorporate appropriate feedback
  4. Brief senior leadership team on changes

Mid-level Coordinators (department chairs, directors, team leaders):

  1. Share plan with department
  2. Provide feedback to senior leadership team during feedback sessions

Budget Facilitator:

  1. Plans ways to incorporate strategic plan resource requirements into the budgeting process

Strategic Plan Coordinator:

  1. Assists the Goal Groups in their independent work by facilitating their strategy and objective meetings
  2. Assists senior leadership team by being the central point of contact for the strategic planning effort
  3. Communicate and Implement the Strategic Plan according to the following suggested Implementation Model.
  • Communicate the plan
  • Assign roles and responsibilities
  • Involve senior administration
  • Define infrastructure
  • Link Goal Groups
  • Phase integration of action items with workloads
  • Involve everyone in the community
  • Allocate resources for implementation
  • Lead the change process
  • Evaluate results
  • Share lessons learned; acknowledge successes through frequent and open communication

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