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Stakeholder Engagement and Change: 4 Steps to Effective Engagement During Strategic Planning

By: Megan Campion on August 21st, 2019

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Stakeholder Engagement and Change: 4 Steps to Effective Engagement During Strategic Planning

School Districts  |  Innovative Leadership  |  Strategic Planning

At Education Elements, we pride ourselves on being a responsive organization. Like many organizations, we can fall short of true responsiveness, but we are proud of how nimble, engaged, and positive our team is as a result of responsive practices. Our true north lies in seeking feedback to best understand the experiences of our community members. Feedback, in every way it is offered, allows us to make improvements suggested by those who have a stake in the work. Obvious, right?

This may be an easy concept to grasp, but the gathering and processing of feedback from all relevant stakeholders can be a complicated, time-consuming, and confusing process – and that’s in a small company with a team aligned around the idea. For schools and districts looking to implement change, whether it be by the introduction of new or additional technology, shifting pedagogical approaches, curriculum adoption, team reorganizations, or strategic planning, stakeholder engagement can be a paralyzingly large task.

Through our work with teachers, campus leaders, and district administrators, we have developed and refined a process for stakeholder engagement that we think can be applied to any project. Our Stakeholder Engagement Guide identifies the key steps and variety of methods schools and districts can use to get input and facilitate buy-in from students, teachers, staff, parents, and community members. 


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Step 1: Articulate Your Why

The first thing you and your team need to do is to clearly define the information you need, and the reason you need it. What will you do with the information you gather? Clarity on this before you get started will ensure you are using time and resources efficiently and will encourage participation from your stakeholders.

Step 2: Identify Your Stakeholders

Consider who will be impacted by the change you are considering: students, teachers, families, alumni, community members, staff, campus leaders, and district leaders are some typical stakeholder groups for a school district, but, depending on your initiative, you may have different or more stakeholders. Be sure to consider those who you may not see or hear from often, and include them in the process.

Step 3: Plot Your Stakeholders on an Engagement Matrix

Utilizing a matrix to place your stakeholders according to interest and influence will help you determine the best approach to involve each group. 

Stakeholder Engagement Matrix

Step 4: Explore Tactics Aligned with Your Needs

Reviewing options for the different ways you can engage different groups will ensure that the time you spend developing your tools and conducting your research will have the most impact.  

Join our free strategic planning webinar next week with our team of experts to learn more about how to ensure the success of your planning and initiatives.

Whatever challenges you are tackling this school year, we hope the steps to stakeholder engagement help you better understand, serve, and connect with your entire community. In the Stakeholder Engagement Guide, you’ll find how to communicate your needs, how to identify your stakeholders, the community engagement domains to consider, as well as empathy-building activities to engage with various stakeholders!

Interested in diving into the Education Elements approach to stakeholder engagement and other strategic planning challenges? Join us at a Strategic Planning Leadership Institute! The leadership institute is a targeted 2-day workshop with a small group and a team of experts, providing expertise and knowledge in a collaborative learning environment. Learn more below!

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About Megan Campion

Megan Campion is an Associate Partner on the Design and Implementation Team. Megan came to Education Elements with extensive experience working in schools as a teacher and administrator, and with schools as a program manager and consultant. Megan began her teaching career as a kindergarten teacher at an independent school in McLean, Virginia. She transitioned into teaching middle school history in her second year of teaching, and spent her time as a teacher creating student-centered, inquiry-based learning experiences for students. Megan’s career in education has been centered around the question of what is effective, scalable, and measurable in education, and supporting the development and engagement of all stakeholders in a school community.

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