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Virtual Leadership Institute
Responsive Strategic Planning in Uncertain Times

November 5 - 6, 2020

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This Spring and Summer have been very different from what any of us could have expected. With the rapid changes and influx of information, the responsiveness of your strategic plan has likely been tested this year! You have likely had to pivot and direct your energy to return planning. This rapid planning process is likely to stick around. There is so much we cannot predict and responsive planning helps you stay nimble no matter what you encounter.  At Education Elements, we believe the process of planning  is just as important, if not more, than the plan itself. Engaging your stakeholders throughout the process leads to a plan that is a launching pad for inspired work in your organization. This one and a half days of virtual learning opportunities will introduce responsive strategic planning through hands-on activities and helpful resources that you will be able to apply back at your districts.  


Guiding questions:

  • What is the difference between a traditional and responsive approach to planning?
  • How might we generate buy-in, solicit feedback and engage stakeholders in innovative ways from day one of the planning process?
  • How might we empower leaders at all levels to own and move the work of the strategic plan forward?
  • How might teams implement initiatives, monitor progress and make adjustments based on learnings and reflection?
  • How do we ensure we have a resilient team that remains agile through challenging times?

Participants will:

  • Learn about a replicable process for strategic planning grounded in responsive and iterative practices that will translate to all types of planning.
  • Develop knowledge of tools and practices that you can use in your district, including how to assess your current state, include community voices from a variety of stakeholder groups, prioritize needs, and create a responsive plan. 
  • Make a plan to apply knowledge, skills and resources on responsive planning to a current or upcoming district strategic plan
  • Overview the process of retrospectives to ensure districts plan to pivot (adapt strategies as new information arises).

The content is best suited for district and school leaders.  We encourage people to attend in teams, though individual leaders are also welcome. 


Leadership Institute Information

  • When:
    • November 5th from 9:00 AM - 11:00 AM and 1:00 - 3:00 PM CST
    • November 6th from 9:00 AM - 11:30 AM CST
  • Where: This is a virtual event that will take place on Zoom. We will provide instructions on how to join closer to the event. 
  • Pricing:
    • $45 (live)
    • $65 (live + recordings after the event + digital swag)
    • 3 tickets for $95 (live + recordings after the event + digital swag)
  • You can learn more about the Education Elements approach to Strategic Planning here. 


Register Now

Meet Your Presenters:


Shelby1 -  300 x 300

Shelby McIntosh, Managing Partner

Shelby is a former teacher & policy researcher who wants to create equitable experiences and opportunities for all learners. She has experience helping school districts across Texas solve their biggest challenges, including strategic planning, community engagement, program design and implementation, and leadership development. Prior to her consulting work, Shelby conducted and published policy research on college and career readiness, school accountability, and school reform efforts through the American Recovery and Reinvestment Act. She has also consulted school districts on their community engagement efforts, including collecting perception data to inform the design and ongoing monitoring of district strategic plans.




Kristin H1-2

Kristen Howell, Partner

As a Partner at Education Elements, she teams with district leaders to help advance more innovative and responsive educational models for their schools. Previously, Kristen helped scale personalized learning in Chicagoland schools at LEAP Innovations and worked as a teacher, coach and district leader in San Francisco Unified School District. In her role in the Superintendent’s Office in San Francisco, Kristen oversaw $30M in philanthropic funding to design and launch a districtwide Vision, Vision 2025. This included the oversight of a multiyear partnership with Salesforce.org and other funders, the development of SFUSD’s innovation strategy (iLab), the rollout of a K-12 Computer Science scope and sequence, and a blueprint for digital learning. She holds a Masters degree from Stanford and Bachelors from Duke and is constantly exploring, adventuring and questioning the status quo.



Kimberley1Kimberley Stewart is a Design Principal at Education Elements. She is passionate about collaborating with educators to create transformative learning experiences that enable all learners to thrive. Kimberley worked in nonprofit early in her career, developing edtech initiatives in Southern California and utilizing her analytical insight to better understand stakeholder needs to ensure strong community outcomes. During her time in D.C., Kimberley consulted with schools, universities, and educational organizations nationally and globally to understand their unique challenges and develop effective solutions. Areas of focus included strategic planning, process improvement, district reorganization, program evaluation, and school climate. Her impressive project outcomes were recognized when she received the firmwide STAR Award. She also co-founded an entrepreneurship education organization based in NYC, Taipei, and Hong Kong where she utilized design thinking to support innovative learning for students and teachers. Most recently, she spent time in Mauritius, Kenya, Rwanda, and South Africa laying the foundation for a career placement program for a pan-African educational organization. At EE, Kimberley brings her expertise to enable project success in strategic planning, Covid-response planning, personalized learning, project management, research & development, equity in schools, and coaching support. Kimberley earned a B.A. in Sociology from Stanford University. She currently resides in Los Angeles and enjoys traveling in her free time. She has visited all 50 U.S. states and over 60 countries.




Natalie Hall is a Senior Design Principal, and comes to Education Elements with experience as a middle school reading and ELA teacher, and as a consultant in the private sector.  After teaching for two years in Houston TX, she transitioned out of the classroom in hopes of building a foundation in her consulting skill set. Prior to joining Education Elements, Natalie worked for a boutique strategy consulting firm in Washington DC on projects focused on market research, go to market strategy, and change management.  Still based in Washington, Natalie now works with districts on preparing for the transition to in-person learning, strategic planning, and designing comprehensive support structures for instructional staff, coach, and leadership development.





Interested but want to know more? Sign up to watch one of our on demand webinars:


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