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Strategic planning
In 1971, Alan Kay, inventor of key technologies behind the first graphical computer user interface, said, The best way to predict the future is to invent it.1 The sentiment arose, one can infer from the context of the citation, from circumstances in which stakeholders involved in a project did not share a common vision. In this specific instance, the conflict was between researchers at the Xerox Palo Alto Research Center and a team of researchers who, by 1979, had a lab of computers networked together, sharing email and running a crude version of a mouse- and windows-driven user interface. Yet all of these core technologies were developed and brought to market with wild success by companies other than Xerox. In hindsight, it is easy to look back and judge winners and losers based on how the marketplace responded to the companies commercializing the technologies, but the core lesson is more subtle and more powerful: Had all stakeholders embraced the same vision and strategic plan for Xerox the company, as opposed to having been in conflict, perhaps Xerox might have left behind a richer, more transformative technological legacy.

The heart of good strategic planning works to resolve the conflict between keeping operations running as efficiently as possible and the need to drive an organization to new and exciting places. Shifting from an operational mindset to a strategic mindset can be difficult and confusing, however. In fact, multiple sources and surveys point to the lack of good strategic planning as a top concern for information and communication technology (ICT) in education.2, 3 The processes that define operations typically approximate closed-loop systems with well-defined approaches to management and resourcing. Strategy, on the other hand, requires consideration of the environment outside of the walls or the network. Good strategies must consider the core competencies that will drive future success and must therefore take into account how the internal environment compares to others in the global marketplace. Especially during times of scarce resources and increased accountability, leadership at all levels must strike a different balance between operational excellence and strategic relevanceit is no longer enough to be good enough with the resources at hand. Institutions must demonstrate to all of their stakeholders that the future everyone desires is a better, more engaging, more efficient, and more prosperous one, and that is the future that policymakers are betting on with their scarce resources. Strategic planning that aligns all policy stakeholders with an exciting and transformative vision of education for a prosperous future can turn cynics into optimists and can be a key driver of future economic success. We believe that strategic planning for education policy can invent the future for your own geography.

Strategic planning in context

There is a growing culture of accountability within education systems. As a result, pressure to deliver successful learning outcomes has increased dramatically over the last few years. Local governance boards, administrators, parents, and students are all clamoring for evidence that the money and time they invest in a particular institution or broader education system is, in fact, good value. What will this key investment achieve? How will we get the best teaching, learning, career, and life outcomes for our people? Do we feel that the time we invest will result in a personally satisfying and economically sound career for all students? Are we allocating our increasingly scarce resources in the people and programs that will contribute most strongly to our plan and mission? All of these questions are being asked with frequency and fervor among the key stakeholders in education, and effective strategic planning must build measurable accountability into its desired outcomes. For education policy, considering the needs of all stakeholderspolicymakers, teachers, students, administrators, funding sources, and lifelong learnersand getting them enthusiastically aligned with a common vision are absolutely essential requirements for driving transformative change. Education leaders and policymakers can benefit from working with partners who understand these ideas and who take the time to work through approaches that

drive scalable innovation in efficient ways. Such partners would also understand the core wants and needs of all key stakeholdersnot from reading about them but from deep experience of working with them, at scale, across all facets of the global education ecosystem.

Moving forward with Microsoft

At Microsoft, we are committed to helping expand access to quality education worldwide. We recognize that although technology has helped drive significant advances in education, there is still enormous potential for transformative change.
The consistency of the Microsoft training and certification platform and its global scalable resources and support can give policymakers, learners, and educators peace of mind that their investments in training and education keep pace with technology as it develops. Microsoft is passionate about facilitating the success of each educator and learner and expanding the power of education for all through personalized learning.

The following diagram and descriptive text provide a concise overview of the Microsoft approach to strategic planning for education. The approach begins with a common vision of delivering a 21st-century education and then focuses on the core needs and concerns of all key stakeholders.

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The Microsoft approach to 21st-century education includes an all-encompassing vision, while focusing on core individual needs. 1. 2. Vision. Leadership at all levels is needed, and governments must involve all key stakeholders in the creation, planning, and delivery of education policy. Policy. Schools do not have the resources to build ICT infrastructure without appropriate ICT policy for allocating the proper resources. Policy should define plans, goals, and milestones so that each school can address their own needs within the context of the overall plan. 3. Research. Stakeholders must assess, quantify, and evaluate the impact of ICT investment on the education community and use this evidence to provide real-time guidance to the planning and implementation processes. 4. ICT Infrastructure. Education infrastructure must provide access to reliable

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power, Internet resources, and affordable computer hardware. Additionally, the latest PC technology, coupled with local content and quality software, can help to promote social and economic inclusion. 5. Software. Innovative solutions capable of incorporating ICT into the education process can give students, teachers, and parents the tools they need to help ensure effective instruction and optimal student performance. 6. 7. Curriculum. Classroom content must match the needs and priorities of the local education community. Training. Educator development should not only help ensure that all teachers have basic literacy with core ICT tools but also provide for ongoing training for all educators so that education remains relevant to local communities and the global marketplace. 8. Communities. Educators must find and develop connections with each other and with education partners so that they can share best practices, test ICT solutions, and connect with others working on similar issues. Dynamic learning communities can help drive transformative change by helping to bridge the divide between borders, cultures, and languages. 9. Support. Sustainable use of ICT in education requires an ongoing commitment to deploying service and support that is both affordable and effective, while meeting the needs of staff and students within the school. Bill Gates, referring to education, states, Of course technology by itself is not the answer. It needs to be part of an integrated, holistic approach that includes teacher training, relevant curricula, parental involvement, and programs. Microsoft understands that the introduction of ICT into education is not a panacea; building systems and support that foster local innovation and workforce development requires deliberate and strategic planning. We believe that after these drivers of social inclusion are satisfied, we will be one step closer to our wider global goals of increased wealth, better health, greater prosperity, and improved economic and environmental sustainability.

From policies to practice

Successful education policies are routinely built around a visiona clear and articulate view of criteria and objectives. It is essential that a clear vision narrative be created as a context for policy development. Working with local authorities, public sector and school officials, and ICT providers, Microsoft has developed a unique Envisioning Workshop in conjunction with its education partner, Education Impact. Education Impact (www.educationimpact.net) is an independent global fellowship of the worlds leading consultants focused on the effective use of information technology to transform teaching, learning, systems, and institutional administration. The fellows at Education Impact are leading strategists who share your vision and appreciation for the transformative power of technology in education, and all of them come from a strong education backgroundwhether at the policy level or from a grass-roots teaching environment. The Envisioning Workshop and its related resources were developed to support policymakers as they create, refine, or confirm a vision of transformed learning wherever they are on the ICT spectrum, from building infrastructure to 1:1 computing.

Overview of Envisioning Workshops

The three-day Envisioning Workshops offer ways for educators to develop, refine, and share the education vision that supports new initiatives, policies, or reforms regardless of existing infrastructure and resources. The workshops focus on helping to ensure that strategic plans and new initiatives are deployed in thoughtful and comprehensive ways. This helps achieve goals and smooth transitions, despite the complexities of context, location, and existing systems. The workshops facilitate a detailed discussion among stakeholders to develop an education vision and strategy. After the vision and strategy have been described, the workshop then focuses on identifying priorities and creating an action and implementation plan for achieving the vision. Outcomes of the Envisioning Workshop can include: Consensus-building facilitated by independent educational advisors. Stakeholder commitment to a common vision and strategy. Improved risk management. Increased confidence with the transformation agenda. Alignment of the vision and strategy consistent with international trends, research, and local context. Development of an IT roadmap to support implementation and educational transformation.

Education Impact can assist in mapping the opportunities represented by technology to the best strategy for a particular geography to develop, adopt, and sustain ICT initiatives for education institutions. A clear education vision is critical and central to the entire programfrom initial discussions with stakeholders to the successful implementation of new programs and technology in schools. Learning applications, policy, pedagogy, curriculum, teacher training and enablement, and student resources all work in concert to prepare students to be valuable participants in the 21st-century economy.

Case Studies
Results from pilot Envisioning Workshops with Education Impact

Kazakhstan
for e-learning. Outcome

Challenge or issue leading to workshop The Ministry of Education chose the workshop to help integrate international perspectives and modern trends on ICT in education into the ministrys vision

International perspectives and modern trends were integrated into the Ministry of Educations strategic plan for education.

Next steps Develop secondary school portal. Establish a remote monitoring system to monitor students progress at a regional level. Organize distance learning. Create electronic information-sharing model. Provide database for administrators and decision-makers.

Malaysia

Challenge or issue leading to workshop The Ministry of Education wanted to consolidate and prioritize national initiatives for ICT in education for K12 schools in Malaysia. The ministry also wanted to enhance the alignment of private/public partnership programs in support of the goals identified. Outcome The Ministry of Education strengthened the education partnership with Microsoft by extending the Partners in Learning (PiL) program until 2013. The ministry signed a three-year consortia agreement for Microsoft licenses covering 10,000 public schools and 300,000 desktops. It also integrated PiL programs into the National ICT Strategic Plan, which goes into effect in 2011.

Cape Verde

Challenge or issues leading to workshop Cape Verde wanted further development of its existing ICT strategy road map for its ICT-in-education program, Mundu Novu. It hoped to overcome key change management issues in Mundu Novu by bringing a global perspective to attendees and by telling the Cape Verde story to a global audience.

Outcome and next steps The Envisioning Workshop yielded the following recommendations on the Mundu Novu program: Help ensure that future ICT rollouts are driven by use of ICT for core functions of schooling. Emphasize professional development and leadership capacity. Deepen local ownership of Mundu Novu. Develop showcase to share Cape Verdes vision and achievements.

Other countries or regions that have run Envisioning Workshops include Colombia, Indonesia, Latvia, Morocco, Panama, Peru, Saudi Arabia, Slovenia, South Korea, Tanzania, Trinidad & Tobago, and Ukraine. If you have completed an Envisioning Workshop, or if you have a strategic plan in place for transforming education, working with Microsoft on a Partners in Learning Alliance can map key Microsoft programs and offers to your specific needs for education.

Microsoft Partners in Learning Alliance

Microsoft has significant investments in programs that offer affordable solutions for students, educators, institutions, and governments. The Microsoft Partners in Learning Alliance focuses on aligning our solutions against your unique needs. It is an agreement tailored specifically to the requirements of your region or country. Microsoft can work with you to understand which of our programs would be most beneficial for your geography. A Partners in Learning Alliance Agreement, in recognition of the critical need for sound strategic planning, works to establish firm commitments from all key education stakeholders to help ensure that every participant is working toward a common, transformative vision. Perhaps most importantly, a Partners in Learning Alliance Agreement with Microsoft forms the basis of a long-term, ongoing education partnership that allows regular review and measurement to help ensure that all our undertakings remain aligned in the future. The table below shows how specific Microsoft programs map to the Microsoft approach to strategic planning for education:
ICT Infrastructure

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Transforming Education

School Agreement Campus Agreement Microsoft Live@edu Partnerships for Technology Access Education Impact Community Technology Skills Microsoft IT Academy MSDN Academic Alliance Microsoft DreamSpark Digital Literacy Students to Business Micrsoft Imagine Cup Education Support Centres Microsoft Fcaulty Connection Premier Support

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The Microsoft approach to strategic planning for education supports a transformative vision.

1. http://www.smalltalk.org/alankay.html 2. EDUCAUSE Review Magazine Top Ten IT Issues 2009. http://www.educause.edu/2009IssuesResources. (Additionally, IT Funding has been at or near the top of the list of concerns for IT for each of the last 10 years.) 3. 2009 EduTracker survey of global education markets.

Visit us at www.microsoft.com/education.

MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY. This document is provided as-is. Information and views expressed in this document, including URL and other Internet Web site references, may change without notice. You bear the risk of using it. This document does not provide you with any legal rights to any intellectual property in any Microsoft product. Microsoft and DreamSpark are trademarks of the Microsoft group of companies. The names of actual companies and products mentioned herein may be the trademarks of their respective owners.

2010 Microsoft Corporation. All rights reserved.

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