Chapter 13 References — Strategic Planning¶

Curated resources for deeper exploration of the topics in this chapter.

Books¶

Mintzberg, Henry, Bruce Ahlstrand, and Joseph Lampel. (2009). Strategy Safari: A Guided Tour Through the Wilds of Strategic Management (2nd ed.). FT Press. Surveys ten schools of strategic thought, providing the conceptual vocabulary for the strategic planning frameworks adapted for education in this chapter.
Kotter, John P., and Lorne Whitehead. (2010). Buy-In: Saving Your Good Idea from Getting Shot Down. Harvard Business Review Press. Teaches leaders how to defend strategic proposals against predictable objections — essential for AI strategy presentations to school boards.
Collins, Jim. (2001). Good to Great: Why Some Companies Make the Leap and Others Don't. HarperBusiness. The "hedgehog concept" and flywheel frameworks provide useful mental models for identifying where an institution's AI strategy can achieve compounding returns.
Bryson, John M. (2018). Strategic Planning for Public and Nonprofit Organizations (5th ed.). Jossey-Bass. The leading textbook on strategic planning adapted for government and nonprofit institutions, directly applicable to school district strategic planning processes.

McKinsey & Company. (2023). "The State of AI in 2023: Generative AI's Breakout Year." mckinsey.com. https://www.mckinsey.com/capabilities/quantumblack/our-insights/the-state-of-ai-in-2023-generative-ais-breakout-year Provides benchmark data on how peer institutions are investing in AI, useful for gap analysis and board presentations.
Brookings Institution. (2023). "How Education Leaders Can Navigate the AI Transition." brookings.edu. https://www.brookings.edu/articles/how-education-leaders-can-navigate-the-ai-transition/ Offers a strategic roadmap framework specifically for K-12 and higher-education administrators, aligning with this chapter's capstone planning process.
RAND Corporation. (2022). "Strategic Planning in K-12 Education." rand.org. https://www.rand.org/pubs/research_reports/RRA1121.html Empirically evaluates what makes strategic planning processes succeed or fail in school districts, informing the process recommendations in this chapter.
Harvard Business Review. (2022). "SWOT Is Not Enough." hbr.org. https://hbr.org/2022/03/why-swot-analysis-is-overrated Discusses the limitations of traditional SWOT analysis and recommends augmented frameworks, directly relevant to the gap-analysis section of this chapter.

ISTE. (2024). National Education Technology Plan. https://tech.ed.gov/netp/ The federal framework for technology strategic planning in schools, providing the baseline against which district AI strategies are benchmarked.
CoSN. (2024). Strategic Technology Planning Toolkit. https://www.cosn.org/strategic-planning/ Free templates and worksheets for district technology strategic planning, adaptable for AI-specific roadmaps.
Educause. (2024). Higher Education IT Strategic Planning Resources. https://www.educause.edu/research-and-publications/research/strategy Curated strategic planning resources for higher-education institutions, including AI-readiness assessment tools.
The Learning Accelerator. (2024). Landscape of Learning Tools. https://learningaccelerator.org/focus-areas/technology Maps the AI and ed-tech tool landscape to help institutions identify gaps in their current technology portfolio during strategic planning.

Harvard Kennedy School. (2022). "Strategic Planning in the Public Sector." YouTube. https://www.youtube.com/user/HarvardKennedySchool Lectures on public-sector strategic planning including stakeholder mapping and board presentation techniques applicable to school district AI strategy capstones.