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 STRATEGIC 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
PHASES TO THE STRATEGIC PLANNING PROCESS
Community
Surveys
Identifyingthe Priorities+Visionof StrategicPlan
IdentifyingtheStrategicAdvisory Group
ImplementingActionTeams Alignmentwithschool-widegoals IdentifyImpacts
Development +Action
Dialoguing& Data Collection
fni iin t e m in dset Superin tendent’s Coffess Accreditation Report
CorePlanning Team
Reflections Stakeholders FocusGroup
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 Compassion
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
AUGUST-OCTOBER:Gainamorecompleteunderstanding ofPatti'sstrategicplanvision.
ONSITEVISIT STRATEGICPLAN CONSULTANTS AllCommunity FocusGroups,Revisiting theCPT, F&SGathering
STRATEGIC PLANDISCUSSION withStudents
OCTOBER27-30: Interviewstakeholders,Attend schoolevents,Presentanoverview ofthestrategicplanningtofaculty andstaff.
SEPTEMBER-DECEMBER:
SEPTEMBER-DECEMBER:ZoomwithStrategicPlanConsultants SuperintendentStrategyBuildingFocusGroups(ongoingnextsemester)
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.
ONSITEVISIT
STRATEGICPLAN
CONSULTANTS
BoardRetreat, AllCommunity FocusGroups& Interviews
August19-21
ENVISIONING TOUR
@LIMAGOLF
September26
8:30-10:00am
ColegioRooseveltWelcomes
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
September30-October1
CORE PLANNING TEAM - STRATEGIC ADVISORY COLLABORATION
FutureRoleoftheCorePlanningTeam:
ServingasaStrategicAdvisoryCollaborative
Supportingthestrategicplanbyaligningwithandadvocatingfor communityvalues.
Ensuringthestrategicplanremainsadaptabletoshiftsineducationand agreed-uponcommunityneeds.
Representingdiverseperspectiveswithintheschoolcommunity.
NextSteps:StrategicAdvisoryCollaborative
TheStrategicAdvisoryCollaborativewillworkcollaborativelytomaintaintheplan'srelevanceand adaptabilitywhileembodyingthevisionofthestrategicplanandtheschool'sMissionandCore Values.Futureeffortswillbegroundedinbestpracticesandprioritizeclearcommunication, communityalignment,andstrategicforesighttodriveprogress.
ENVISIONING TOUR
@GOLFLAPLANICIE
October24
8:30-10:00am
ONSITEVISIT
STRATEGICPLAN
CONSULTANTS
AllCommunity FocusGroups,Revisiting theCPT, F&SGathering
October28
@LAMARINACLUB
NOVEMBER19
8:30-10:00AM
EMERGING PRIORTIES - WORK IN PROGRESS
THE TIMELINE SEMESTER 2 2024-2025
STRATEGICPLANNINGTIMELINE&FRAMEWORKFORSEMESTERII
Furtheringthework, UncoveringPriorities, GuidetheStakeholders identifyingkeyareas
ONSITEVISIT
STRATEGICPLAN
CONSULTANTS
BoardRetreat, AllCommunity FocusGroups& Interviews
ONSITEVISIT
ONSITEVISIT
STRATEGICPLAN
STRATEGICPLAN
CONSULTANTS
FEBRUARY
ONSITE
STRATEGICPLAN
CONSULTANTS
CONSULTANTS
BoardRetreat,All CommunityFocus Groups&Interviews
BoardRetreat, AllCommunity FocusGroups& Interviews
MARCH-APRIL:
MeetwithBoardDraft PlanPrioritiesand Commitments
BOARD ReflectionandFeedback
THE TIMELINE SEMESTER 1 2025-2026
ONSITEVISIT
STRATEGICPLAN
CONSULTANTS
BoardandSuperintendent Goals,FinalDraftplusaTitle (whatwillitbecalled) toincludeaVision ONSITEVISIT STRATEGICPLAN
CONSULTANTS LAUNCHCelebrateParty NewCorePlanning FrameworkandTeam Assesstheprogress ofthefirstyearand makerefinementsto keeptheplanon track.
CONSULTANTS MeetwithBoardDraft PlanPrioritiesand Commitments
BOARD ReflectionandFeedback