THINK. EMPOWER. CREATE.
THE PREAMBLE
The2024-2025schoolwidetheme,Think.Empower.Create."FDRfortheLearning" serves asbothaguideandaninspirationforallthatwewillachievetogetherthisyearaswe embarkonourstrategicplanningprocess. Thisschoolyearwebeginanimportantandexcitingprocess—thedevelopmentofour newstrategicplan.Thisplanwillbeacollaborativeeffort,withcontributionsfrom stakeholdersinourcommunity.Together,wewillreflectonourstrengths,identify opportunitiesforgrowth,andchartacourseforourCondorstosoarboldlyintothe future.Wewillaccomplishthiswithtrust,kindness,respect,andcourage. Theworkaheadwillrequireustothinkdeeply,empowereachother,andcreate innovativestrategiestoguideusfortheyearsahead.Weareconfidentthat,unitedby ourmissionandvalues,wewilldevelopastrategicplanthatnotonlyhonorsourlegacy butalsopositionsustothriveinanever-changingworld.Here'stoayearoflearning, growth,andtheexcitingpossibilitiesthatareaheadforourRooseveltCommunity!
THE STRATGIC PLANNING CONSULTANTS
BernieNoe, Co-founderofTheLeaderNetworkwas, untilthisyear,HeadofSchoolatLakesideSchoolin Seattle,Washington,servingfrom1999to2022. Berniehasanexemplaryrecordofleadership inindependentschooleducation,commitmentto communityservice,diversityandinclusion,and scholarshipinhistoryandinternationalstudies
AmonghisrecentinitiativesisTheDowntown School:ALakesideSchool, whichopenedin fall2018.Theco-educationalhighschool, threeyearsinthemaking,offersahigh-quality academiceducationtoadiversebodyofacademicallytalentedstudents.Priorto hisarrivalatLakeside,BernieservedforsevenyearsasbothUpperSchoolPrincipal andAssistantHeadofSchoolforInternationalEducationatSidwellFriendsSchool inWashington,D.C.,wherehe alsotaughtaWesterncivilizationclassandpromotedinitiativesoneducational excellence,diversity,andcommunityexpectations.
From1984to1992,BerniewasHistoryDepartmentchairandDirectorofSummer ProgramsatTheLandonSchoolinBethesda,Maryland.AtLandon,heledanumber oftaskforcesandcommitteesonschoolgovernanceand curricularimprovementandwasalso,asahistoryteacher,awardedtheSenator DanforthExcellenceinTeachingAward(1990).BeforejoiningTheLandonSchool faculty,BernieworkedashistorydepartmentchairattheAmericanschoolsin Israel(1980-1982)andSwitzerland(1977-1980).
Bernie’seducationalbackgroundincludesaBAcumlaudefromBostonUniversity anM.A.ininternationalrelationsfromGeorgetownUniversity,andanM.Phil.from GeorgeWashingtonUniversityinEuropeanhistory.AtLakesidehehastaught modernEuropeanhistoryandanelectivehistorycourseontheHolocaustand genocide
InFebruary2021,hecompleted12yearsofserviceontheNationalAssociationof IndependentSchoolsBoard ofTrustees,thefinalthreeyearsasChair.BerniewasfoundingBoardChair(20112015)forGlobalOnlineAcademy(GOA),aninnovativeandcollaborativeventure establishedbyleadingindependentschoolsofferingcutting-edgeonlinecourses forhighschoolstudents.BerniealsoservedasaboardmemberofSchoolYear AbroadandRainierScholars.
Jim,Co-FounderofTheLeaderNetwork,hasspent30yearsin independentschoolsintheUnitedStatesandabroad Hehasservedin avarietyofrolesincludingHeadofSchool,AssociateHead,Division Director,DepartmentChair,Dean,Teacher,Advisor,andCoach.
Jimhasalwayskepthishandintheclassroom,havingtaughtand advisedstudentsfromearlychildhoodthroughgraduateschool Jim servesonavarietyofnon-profitBoardsandisparticularlyproudtobea foundingTrusteeofGlobalOnlineAcademywherehecurrentlychairs theBoard.Jimhassignificantexperienceworkingwithschoolsand organizationsthroughouttheworld.
HeispassionateaboutEquity&Inclusion,Strategy&Innovation,andLeadership&Governancein independentschools andhasspokenandpublishedonthesetopicslocally,nationally,and internationally.
JimreceivedhisB.A.withHonorsandwasaJohn MotleyMoreheadScholarattheUniversityofNorth CarolinaatChapelHill.HeholdsanM.A.andEd.M.fromTeachersCollege,ColumbiaUniversitywhere heisamemberofthePresident’sAdvisoryCouncil.
HewasalsoaparticipantintheKlingensteinCenterforPrivateSchoolLeadershipatTeachers CollegeandservesontheKlingensteinAdvisoryBoard Jimreceivedhiscoachingtrainingatthe UniversityofCalifornia’sHaasSchoolofBusinessandhisBoardofTrusteeConsultingCertificate throughBoardSource.
PRINCIPLES OF THE STRATEGIC PLANNING PROCESS
There are 4 Principles of Strategic Planning:
Grounded in Mission & Core Values
Shared Ownership & Accountability
Reflective Thinking & Flexibility
Infinite Mindset
Pam Shakil, Transformation Systems
AMISA Governance Conference September 2024
PHASES TO THE STRATEGIC PLANNING PROCESS
STRATEGIC PLANNING KEYWORDS & QUESTIONS
We encourage you to engage in this process, bringing your unique perspectives, ideas, and passions to the table. Together, we will reflect on our strengths, identify opportunities for growth, and chart a course for our Condors to soar boldly into the future.
WORDS:
Trust Courage Kindness Respect
QUESTIONS:
How are our School's beliefs shaping school-wide behaviors? What is FDR's purpose, and what is our promise to our students, faculty, and parents?
Are there gaps in understanding our shared beliefs and how do these gaps play out in the life of our school? How can the smallest changes in the classroom align us? And how can these changes spiral to other parts of our work at school?
THE TIMELINE SEMESTER 1 2024-2025
STRATEGICPLANNINGTIMELINE&FRAMEWORKFORSEMESTERI
VIRTUAL SESSIONS withPatti, BoardChairand interviewstakeholders Memberstoinitially asses
ONSITEVISIT STRATEGICPLAN CONSULTANTS BoardRetreat, AllCommunity FocusGroups& Interviews
ENVISIONING TOUR
@LIMAGOLF September26 8:30-10:00am
COREPLANNING TEAMW/ONSITE TRANSFORMATION SYSTEMS withPamShakil
ENVISIONING TOUR
@GOLFLAPLANICIE October23 8:30-10:00am
STRATEGICPLAN CONSULTANTS RETURN ENVISIONING TOUR
@LAMARINACLUB November19
8:30-10:00am
AUGUST PRIOR SEPTEMBER OCTOBER ENDOF OCTOBER/STARTOF NOVEMBER DECEMBER
AUGUST-OCTOBER:Gainamorecompleteunderstanding ofPatti'sstrategicplanvision.
SEPTEMBER-DECEMBER: SEPTEMBER-DECEMBER:ZoomwithStrategicPlanConsultants SuperintendentStrategyBuildingFocusGroups(ongoingnextsemester)
THE TIMELINE SEMESTER 2 2024-2025
STRATEGICPLAN
CONSULTANTS
Furtheringthework, UncoveringPriorities, GuidetheStakeholders identifyingkeyareas
CONSULTANTS
CONSULTANTS
MeetwithBoardDraft PlanPrioritiesand Commitments
BoardRetreat, AllCommunity FocusGroups& Interviews ONSITE STRATEGICPLAN
BOARD ReflectionandFeedback
THE TIMELINE SEMESTER 1 2025-2026
ONSITEVISIT
STRATEGICPLAN
CONSULTANTS
BoardandSuperintendent Goals,FinalDraftplusaTitle (whatwillitbecalled) toincludeaVision
OCTOBER-DECEMBER:LT-New&RevisedPlaybooktoAlignw/Vision&Priorities&StrategicPlan STRATEGICPLANNINGTIMELINE&FRAMEWORKFORSEMESTERI
CONSULTANTS
CONSULTANTS
MeetwithBoardDraft PlanPrioritiesand Commitments
LAUNCHCelebrateParty NewCorePlanning FrameworkandTeam ONSITE STRATEGICPLAN
BOARD ReflectionandFeedback
ONSITEVISIT
STRATEGICPLAN
CONSULTANTS
BoardRetreat, AllCommunity FocusGroups& Interviews
August19-21
STRATEGIC PLANNING ENVISIONING SESSIONS
Superintendent, Ms. Patricia Lee Marshall shares the history of Strategic Planning @ FDR, the Process of Strategic Planning, and the Strategic Planning Timeline in and around Lima, Peru.
ENVISIONING TOUR
@LIMAGOLF
September26
8:30-10:00am
PamShak,anassocatewthTransformaton Systemswithovertwentyyearsofinternatona schooexperience,spassonateabouthelping schoocommuntesthrveEmpowerngpeopeto createsharedmeanngandcolaborateareatthe heartofeverythingshedoes
Pamspecalzesinstrategcpannngpocesses andmeasurngtheimpactsofstrategcpanson studentlearningSheeadsworkshopsretreats andorientationsforboardsoftrustees, admnistratorsfacutyandstaff,parentgroups aumnassocatonsandstudentteams
Inherworkacrossthegobe,Pamappesa muticuturamindsetthatsaproductofher experencesgrowingupasathrdculturekidFor hercutivatngunderstandingandtruststhekey tobudngmeanngfuandastngconnectons DuringPamstimewthCoegoRoosevetshewl coaboratewithourPTAExecutiveCommittee, CorePannngTeamandHghSchooStudent Leaders
