CAIS Learning Series - Long-Term Disruptions_ Part 2
CAIS Learning Series
Long-Term Disruptions: Problems, Strategies & Opportunities
Part 2
The pandemic has impacted schools' strategic priorities and operations and yet it is vital to have a plan in place to address the results of on-going and future disruptions. Schools need to review their strategic plans and make tactical shifts in light of the pandemic and possible ripple effects.  
During April-June 2020, CAIS convened a highly successful series of collaborative deep dives around mid-longer range planning related to future disruptions. One of the major takeaways was the desire for a second round of multi-school collaborative work exploring operational areas that were not considered as much in the initial work and report. CAIS will therefore offer a similar four-part series during October-December:
Areas of Focus: 
  • Organizational Talent Strategy
  • Advancement
  • Student Recruitment and Retention
  • Physical Spaces, Facilities
  • External Communications and Marketing
  • Business and Finance
The goal is to create templates to effectively align strategic and tactical priorities in light of current and potential disruptions over the next 1-3 years.  
There will be four synchronous sessions. To ensure that all participants get as much benefit as possible from the Learning Series, we ask everyone who registers to commit to attending all of Sessions 1, 3, and 4. Each attendee will self select into an Area of Focus and must attend their respective Focus Area for Session 2.  
Dates and Times:
Session 1 - October 27, 11:00 a.m. - 12:30 p.m. ET 
Session 2 - Areas of Focus (Select 1):
All sessions this week will feature an expert in each of the focus areas who will share detailed recommendations and resources with the respective teams. 
  • Organizational Talent Strategy with Val Cambre, Teal & Co:
    November 3, 11:00 a.m. - 12:00 p.m. ET
  • Advancement with Ann Synder, Council for Advancement and Support of Education: November 3, 1:00 p.m. - 2:00 p.m. ET
  • Student Recruitment and Retention with Heather Hoerle, EMA:
    November 4, 11:00 a.m. -12:00 p.m. ET
  • Physical Spaces, Facilities with Bob Dillion, Consultant:
    November 4, 1:00 p.m. - 2:00 p.m. ET
  • External Communications and Marketing with Jacqui d'Eon, Principal, JAd'E Communications: November 5, 11:00 a.m. - 12:00 p.m. ET
  • Business and Finance with Jennifer Hillen & Jeff Shields, NBOA:
    November 5, 1:00 p.m. - 2:00 p.m. ET
Session 3 - November 17, 11:00 a.m. - 12:30 p.m. ET
Session 4December 1, 11:00 a.m. - 12:30 p.m. ET     
Invited Attendees:
CAIS Heads and School Leaders with responsibility in any of the areas of focus. Attendees will work in teams with colleagues from other schools in their shared area of focus. Attendees will be expected to join a team, meet with that team virtually between the formal sessions to engage in modest research, and develop plans and prototypes to share with the larger group.

The primary deliverable will be a template for each area of focus that schools can use to tailor their own 1-3 year tactical plans to prepare for obstacles and opportunities posed by the pandemic. CAIS will collate all of the teams' work, and we anticipate publishing the results in December/January.  
Grant Lichtman is an internationally recognized leader and author of four books on the drive to transform K-12 education. Based on two decades of work as a senior administrator, teacher, and trustee in K-12 education, and his work with more than 225 schools and districts, he speaks, writes, and works with school and community teams to build capacity and comfort with innovation in response to a rapidly changing world. Grant has worked with a number of CAIS schools. He facilitated the CAIS spring 2020 disruption planning series and is a partner in the CAIS Strategic Change Accelerator. 

If you have any questions, please contact Shannon Byck at

We look forward to seeing you online!  
The CAIS team 
Canadian Accredited Independent Schools

Shaping the Future of Education