Strategic Planning for the Survival and Success of the HOS

Workshop Information

  • Consultants: Dr. Steven E. Ballowe, Dr. John McGrath, Mr. Thomas A. English.
  • Date: March 3 & 4, 2018
  • Times: Saturday (9:00 am to 3:30 pm) – Sunday (9:00 am to 2:00 pm)
  • Venue: Thai - Chinese International School, Samutprakarn, Thailand.
  • Workshop Fee: ฿1,600 for EARCOS members and ฿3,200 for non-members.

**This includes two morning snacks, two lunches, and two afternoon tea breaks.

Registration Deadline: February 20, 2018 (Workshop will be closed at 50 participants)

The workshop schedule will include:

General overview!

  • Day 1: understand the process of the strategic planning model.
  • Day 2: : to help draft a strategic plan for each school.

Workshop Resources

  • All resources will be provided, including copies of the PowerPoint and book :

Strategic Planning for the Survival (and Success) of the HOS

Workshop Description

This workshop provides a step by step method to ensure that expectations are clearly understood between the Board and leadership, with strategies to involve all stakeholders. Much research identifies the importance of management by objectives, however very few schools and boards implement a functioning process. Most strategic plans are destined to gather dust!

Using lessons learned from our experiences, we identify a proven method for strategic planning that clearly identifies objectives and nurtures the HOS and Board partnership with a joint responsibility for meeting objectives.

This highly transparent strategic planning model will improve communication between the HOS, School Board and all stakeholders, while focusing the budget and identifying the time to meet identified objectives. With the recommended transparency and accountability, the process is a proven way to celebrate achievement!

Day 1:

A. Morning session: 9:00 to 11:30

  • Responsibilities and expectations of the HOS and Board partnership: this must become the “evaluation” for the Board and HOS.
  • Introduce the model of TCIS.

The highlights of this process includes:

  1. An annual strategic plan process that becomes cyclical and ongoing.
  2. Allows parents , teachers , and students to be involved with identifying objectives.
  3. All constituents evaluate the success annually of achieving each objective.
  4. Annually all constituents help identify the objectives for the next year (modify, keep, delete, add new).
  5. Allows all constituents to be involved with evaluating the Head of School and School Board annually.
  6. Creates a “report card” to show HOS and Board progress meeting objectives.
  7. Allows all administrators to be evaluated with the identified objectives.
  8. Shows due dates for when updates are to be given with each objective.
  9. Each objective identifies “who” is responsible to complete.
  10. Transparency is key as it is online ( )
  11. Updates are linked to each objective---in color, when an update is provided and/or completed
  • Review the writing of objectives and assignment of due dates and responsibilities.

B. Afternoon session: 12:30 to 3:00

  • Evaluation options: from objective based report card, to value weighted objectives; discuss the technique for evaluation from being skewed by any individual board member.
  • Discuss Board reports : normal board versus the gifted board, written versus oral or just confirmation.

Day 2:

Working with each school individually to create a draft of the “strategic plan” and “cycle”

A. Morning session: 9:00 to 11:30

    • Identify big objective areas using:
      1. The mission/vision statement for areas of focus. TCIS: “Just Do It approach”
      2. Review the process to involve stakeholders: VITAL for AIS approach
      3. Another simple approach: All A’s For Excellence.

--- Begin writing 3 to 5 objectives for each area

Note: should always include:

a. Instruction

b. Finance

c. Infrastructure

d. Technology

e. Marketing and admissions

f. Administration evaluations

g. Etc.

B. Afternoon session: 12:30 to 2:00

    • Individual review sessions with each participant
    • Identify the cycle appropriate for decisions: different depending on the school budget calendar.

Consultant Biography Information :

Dr. Steven E. Ballowe: Currently enjoying some retirement with several specialty projects to enhance the "Expat Health and Happiness while living in Thailand".

He has served as Head of School at the Thai-Chinese International School and Ruamrudee International School in Thailand, with other international school experiences in China and Vietnam. A highly distinguished educator in the United States, his school achievements have been recognized by 3 USA Presidents and multiple Governors in the states of Virginia, South Carolina and Georgia. Dr. Steve earned his BA from the Virginia Military Institute (VMI) and has his Ed. S and Ph.D degrees from the University of South Carolina. His “Gainesville Model” with strategic planning was used by the Georgia School Board Association (GSBA) as a “model to be shared with all new school board members in Georgia”from 2004 until his Georgia “early retirement” in 2010.

Dr. Steven E. Ballowe

Dr. John J. McGrath: Head of School for the Thai-Chinese International School, was promoted after 4 successful years as the High School Principal.

Dr. John has served at The American International School and TCIS in Thailand.

Dr. John has 38 years experience in education and has been a teacher and administrator at all levels including elementary, middle school, high school and at the college level. He has several publications and has presented at Professional Development workshops worldwide. His expertise lies in curriculum development and implementing strategies for College Preparation. Dr John has implemented leadership programs in Ontario that have been used by thousands of educators. For many years he taught the Ontario Principals certification program at Queen’s University in Canada. He has four university degrees from Ottawa and Assumption Universities.

Mr. Thomas A. English: High School Principal for the Thai-Chinese International School, was promoted after serving as the curriculum coordinator.

Prior to joining the TCIS team, Mr. Tom retired from a distinguished career in public education in the State of Michigan, USA serving as a district superintendent, director of instructional services, special education coordinator, principal and teacher. He has chaired numerous visiting teams for North Central Association of Colleges and Schools Accreditation and achieved NCA-CASI Ambassador status. Mr. English earned an Education Specialist (Ed.S.) degree in Educational Administration from Oakland University, a Master of Arts (MA) in Educational Leadership from Eastern Michigan University and a Bachelor of Arts (BA) in Social Sciences and Mathematics with specialization in teaching from the University of Michigan-Flint.

EARCOS Sponsored Weekend Workshop