5. Local Technology Planning

5.1 Overview
5.2 Design Principles
5.3 Plan Components
5.4 Local Planning Guidelines
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5.1 Overview

The face of education is changing constantly-and rapidly. Coupled with the dynamic nature of educational change is the perpetual metamorphosis occurring with regard to technologies. The pragmatic infusion of technologies into instruction holds the potential to result in significant, measurable improvements among all who engage in the learning activity.

Technology cannot be worshipped as a unique, separate entity. Educators must ensure that the focus is on the individual learner first, followed by the curriculum. Then, and only then, should technology be brought into the picture. As long as technology is a tool for learning, conceptually and practically, positive benefits will accrue. Planning is essential if school districts are to make the wisest, best use of technologies. Too many poor decisions have been made, historically, that have resulted in a waste of financial resources. Effective, strategic local technology planning will reverse this practice.

Planning is a process, not a product. This statement of belief has been repeated frequently and adopted as a basic philosophy by many educators . Technology planning at the local level, especially, must be a perpetual event upon which final closure is never reached. Planners will stop periodically and adopt precepts upon which mutual agreement has been gained up to that point. An essential concept is that technology planning efforts are never finished. There is always opportunity to improve and strengthen the plans, as the results of ongoing evaluation are injected into the process.

For purposes of satisfying the requirements of Senate Bill 3350, local school districts will develop a written technology planning document, acquire local school board approval, then submit it to the Mississippi Department of Education (MDE) Office of Leadership & Professional Development. Districts will receive feedback from the MDE if their plan contains components that need to be improved, clarified, or modified. Once approved by the Office of Leadership & Professional Development and the State Board of Education, the funds will be distributed (see guidelines document for exact procedures for distribution of funds). The planning process will include a recommended annual update feature so districts can continue to gauge their instructional improvement strategies.

Mississippi educators who were involved in the writing of this section of the Master Plan for Education Technology offer several words of caution and reminders about the planning process:

The time required for effective planning is extremely important; local districts must consider offering release time for planners to engage in planning activities.


Developing a local technology plan is not an easy task; few truly important activities are easy. The process can be managed in such a way that the entire educational community is brought together to revisit what they deem really important about instruction-all this dialogue can occur with technology as the core.

5.1.1 Coordination of District Planning with State Planning

School districts will be engaged in their own planning efforts, but will maintain close communications with the MDE Office of Leadership & Professional Development personnel so their plans are aligned with state initiatives. The Council for Education Technology, in cooperation with the Office of Leadership & Professional Development, has established, and will continue to establish, specific guidelines that must be followed as instructional technologies are implemented throughout school districts. The state-level function will require that local district plans interface directly with state plans.

To provide needed technical assistance from time to time, each school district must have a technology coordinator or specialist who serves as a main point of contact with the MDE. It is recommended that districts take the appropriate steps to make the position of technology coordinator an administrative position, funded in the regular school budget. The needs of the schools will be served in a much more effective, efficient manner through the coordinated efforts of the technology coordinator.

5.1.2 Levels of Planning

Classical technology planning models include multiple layers of planning activities. Not only does planning occur at the state level, but occurs at the local level as well.

Each school district should develop a technology plan that encompasses the technology goals of the district. Although not required, plans should be written for each school building/site within the district. These building-level plans should interface directly with the district plan. A trend that is surfacing, as reported by the National Center for Technology Planning, is planning at the classroom level. Increasingly, teachers are developing their own technology plans to establish visions, missions, and goals that drive how they incorporate technology into their day-to-day classroom practices.

5.1.3 Historical Pitfalls

Since the advent of affordable technologies less than two decades ago, millions of dollars have been spent on the purchase of computers, software, and associated peripherals. Often, though, these expenditures were not well planned. Sometimes, purchases were made on the spur of the moment, especially after a vendor had given a flashy demonstration or offered some special pricing to a school. Rarely were these purchases correlated with any instructional intent; it was just some neat "stuff" that could be purchased and put into the hands of teachers and students.

In many schools, computers were installed in administrative offices only. Teachers had to become perpetual pests in order to acquire technologies they needed for instruction. Federally-funded projects were often recipients of computers, but teachers received no training that would equip them with the knowledge of how to apply the technology to diverse learning situations. The Council for Education Technology wants to ensure, as much as possible, that these horror stories are mere remnants of the past -- that is, that no such scenarios occur henceforth.

5.2 Design Principles

The preparation, organization, and effort that accompanies any strategic planning activity typically pays dividends in terms of time, energy, and resources to achieve desired goals. This is especially true relative to education technology planning at the school or district level. Acquiring and implementing education technology effectively to enhance both student and teacher productivity involves a major transformation from what might be considered traditional educational strategies. It is important that a systematic process for enacting change capitalize upon early innovations, successes, and also failures if scarce educational resources are to be spent wisely and expeditiously.

It seems clear from other education technology planning efforts that success can be realized when full attention is directed toward curricular and instructional goals. Curriculum improvement strategies, impacting all students, must be the cornerstone for education technology integration efforts in schools.

This document provides detailed guidelines for the design, development, and implementation of local education technology planning efforts for all schools and districts in Mississippi. It includes:

5.3 Plan Components

Technology planning documents prepared by school districts must be documents of utility. Plans, in their noun form, must be tools that are used by all in the district. For this to occur in a realistic fashion, the plan must include some basic, standard components. To achieve maximum effectiveness, a local education technology plan should be a collaborative educational and community effort. Various working groups and constituencies are able to contribute to those aspects of the process that take advantage of members' special expertise or perspectives. Components of all comprehensive, long-range district education technology plans submitted to the MDE Office of Leadership & Professional Development, should include the following at a minimum:

Sample tables of contents for a local education technology plan are offered in Appendix F. A copy of a sample local technology planning matrix is found in Appendix G. Districts should develop their own matrix of responsibilities and timelines for plan completion. The technology planning committee may use the sample provided as a model. A copy of the district's planning matrix should be submitted along with the local technology plan.

5.4 Local Planning Guidelines

5.4.1 Critical Success Factors for Successful Education Technology Planning

Experience and research on technology planning efforts reveal five critical factors that directly impact effective education technology planning and successful implementation of technology goals. They include:

District Leadership

The school board, superintendent, key administrators, school improvement teams, and leaders of the parent and teacher associations need to be proactive in their commitment to and support of education technology infusion. With many competing priorities for limited resources in schools, top level support is critical to the successful implementation of plan goals.

Stakeholder Involvement

Planning must reflect the experience, knowledge, and perspectives of teachers, students, administrators, parents, town/city officials, and local business representatives. Everyone affected in the short and long term by the decisions made regarding education technology in schools must be involved in and/or well informed about planning activities. Most importantly, the vision of how education technology can be best used to impact education reform must be a consensus vision, fully endorsed by the implementors of the plan, and fully supported by those who influence decisions for funding the plan.

School districts should collect names of people in the community, students, teachers, and administrators who are interested in working on local plans. The planning committee will be strengthened significantly by the broadest possible representation from the community as a whole. Stakeholders will include any member of the community who has any stake in the educational welfare of that community. Examples include, but are not limited to: students, teachers, administrators, parents, business leaders, retired people, and civic leaders. Within the stakeholder groups, individuals should be selected for technology planning committee membership depending upon their support of education in the community. One good method of identifying stakeholders is to examine back issues of community newspapers. In addition, during general conversations, the names of potential candidates will arise. The technology committee chairperson will remain attuned to any possible names of people who can be added as members of the committee.

Communication is the key to managing stakeholder input. This can be accomplished well through community newsletters, meetings, local broadcast media, student input and reporting techniques, and civic club presentations. It is essential to ensure that the involvement of diverse stakeholders is recognized, celebrated, and publicized throughout the school district community while the planning activities are occurring.

Curriculum-based Technology Initiatives

The primary focus of any planning activity must remain on the individual learner and the learning process. Plans should reflect ways in which district personnel intend to undergird the entire instructional process with robust technology deployment.

Significant decisions regarding education technology goals and initiatives should be curriculum-based, since improvement in education is the primary catalyst for community support. It is difficult to engage and sustain funding support and staff enthusiasm for hardware lists with few or no clearly articulated linkages to outcomes for students.

Professional Development

A major obstacle to successful education technology planning and implementation can be the failure to consider the staff development required to integrate effectively acquired equipment and resources into the learning process. Without sufficient professional development, education technology is too often under-utilized; it is used simply to automate older instructional methods or to deliver outmoded curriculum. Teachers and administrators must develop new skills, knowledge, and attitudes for applying information technologies in support of education reform.

Identification of Funding Resources

A local education technology plan needs to take into account different potential sources of funding that may be combined for successful implementation. The regular budget process is generally inadequate to support a major infusion of education technology within a short time frame. Business partnerships, grant opportunities, special municipal warrant articles, local foundations, and other sources need to be explored aggressively.

Thorough strategic planning establishes clear direction over a timeline that can be expanded or shortened based upon the actual funding generated. School district leadership must consider incorporating, as an annual budgetary expenditure, funds to maintain existing equipment, to update or replace obsolete equipment on a regularly scheduled basis, and to provide necessary technology support staff training.

5.4.2 Education Technology Planning Model

This section will identify and outline several key points that local school districts should consider when developing and implementing their technology planning efforts. The discussion that follows will include attention to the use of stakeholders, resources, and local support opportunities, along with the suggested components for a strong technology planning document and proposed stages to be followed by a committee during the various phases of planning.

Managing the Process

To assist local technology planners, some general suggestions are offered here for how the committee chair, working in concert with district administrators, will guide the day-to-day functioning of planning activities. These are presented in stages; however, many of these responsibilities could best be carried out simultaneously. In general, the stages of the planning process are as follows:

Stage One: Organization of Technology Planning Process

Stage Two: Preparation for Planning

Stage Three: Assessment of Current Status

Stage Four: Goal Definition

Stage Five: Development of the Implementation Plan

Stage Six: Monitoring and Evaluation

5.4.3 Education Technology Planning Team Review

Before a district technology plan is submitted to a local school board, it is important to conduct an internal audit and review of the plan. The education technology planning team should thoroughly review the planning process and the desired learning outcomes. When that process is complete, another group of district-level stakeholders, typically the curriculum improvement or professional development committee, should review the education technology plan for overall quality assurance.

The next step is to present the technology plan to the district superintendent so that the key educational leader in the district can address any issues or questions before submitting the completed plan to the school board for review and approval. The primary criterion for quality assurance is how well the completed technology plan addresses school and curriculum improvement objectives.

5.4.4 Local School Board Review

Acquire school board approval. A technology plan must be approved by the local school board. Technology planning committee members, along with supporters from the community, should prepare a compelling presentation that will show the board how infusion of technologies into instruction will strengthen the intellectual life of students and will have the potential to enhance the economic climate. School board's approval is critical because the board represents the community's interests and controls the local budget. The board's acceptance of the education technology plan represents the community's support and the board's approval for formal adoption of the plan. If board members were enlisted as key stakeholders during initial planning activities and periodically informed throughout the education technology planning process, then the formal school board review should not represent an obstacle for approval.

However, if the local school board was excluded from planning activities, then support for the vision, goals, recommendations, and implementation strategies for the integration of technology into students' education may be lacking.

Upon approval of the local school board, the plan may be submitted to the Mississippi Department of Education Office of Leadership & Professional Development for approval. See Figure 5-1 for approval process flow chart.

5.4.5 Implement the Plan

When the plan is approved, implementation may begin according to the timeline in the local technology plan. Strict records should be kept during initial phases of implementation so "fine-tuning" can occur. The implementation phase is one that may be replete with anticipation and excitement. A strong support system will need to be established early in the implementation phase.

The implementation process is cyclical in nature, not linear. Some activities will be occurring simultaneously. The committee chair, then, is well advised to use some type of project management software (or flow charts drawn on paper, at least) to structure the entire process. Management of the varied activities will be much easier when a pictorial view can be acquired. Committee members will have a clearer understanding of how they are progressing toward deadlines and the extent to which responsibilities are divided among the groups. If the planning process is managed appropriately, there will be a greater propensity for success when technologies are infused into the learning and education environments.

Accessing Technology Planning Support

A wide range of support should be made available to technology planning committees and interested educators. A clearinghouse of printed and electronic materials that focus upon the planning processes, education reform, systemic change, and existing and emerging technologies will be developed and monitored by the Department of Education and technical assistance contacts. Districts and schools should be provided with electronic access to support materials and information that planning teams find valuable in conducting planning process meetings . Once access is provided, individual districts and schools may analyze and communicate which information that best supports the development of their comprehensive plan.

Districts can find numerous resources to aid them in developing the various components of their technology plans. Perhaps one of the most beneficial resources to Mississippi educators is the National Center for Technology Planning (NCTP). NCTP offers a plethora of materials that can be employed throughout the planning process; these have been garnered from hundreds of schools around the world. A recently developed aid created at NCTP is the Guidebook for Developing Effective Technology Plans. This booklet is available for accessing and downloading via the World Wide Web on the Internet. Numerous articles on technology planning written by Dr. Larry Anderson are available for distribution to schools, as well. Sample technology plans from schools around the United States are available through the NCTP.

Figure 5-1: Approval Process Flow


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