So…if not mission statements or strategic plans, then what???

In previous blogs, I argued that school administrators and boards of education should reconsider the practice of writing mission statements and strategic plans. Instead of three retreats with posted notes decorating motel conference room walls, administrators and board members should follow Warren Buffett’s three rules in investing—what he terms, “the value of simplicity.”

      In a recent interview, Warren Buffett offered the three rules he follows in investing—what he termed, “the value of simplicity.” Before Superintendents and Boards adjoin to their weekend conference venues to write out their values and plans for the district they should first consider Buffett’s three simple rules for investing.

      Rule #1: What are the fundamentals of schooling

      In the last decade, school districts have bought into private industry’s love of analyzing huge amounts of data. Districts have purchased all manner of software programs to collect data and employed all manner of administrators specializing in the analysis of data. In Buffett’s view, slicing and dicing data—student demographics, attendance, test scores, disciplinary actions, course enrollment, grades—are informative, but miss the essential question that should be asked of school performance: What are the fundamentals of the schools we are governing and how do these fundamentals effects student learning?

      Instead of spending money and time on gathering and analyzing data, school boards, central office administrators, and building-level administrators should spend a week sitting in classrooms in their districts. What they will find, in the words of educational historians is: “The Grammar of Schooling.” The chart below represents two very different “fundamentals” of schooling. The column on the left lists the goals and practices of the “grammar of schooling.” The column on the right lists the goals and practices that are commonly listed in school mission statements. Administrators exiting the classes that have sat in would find that the fundamentals of schooling present the goals and practices listed in the left column—the grammar of schooling.”

 The Grammar of Schooling  Educational Driven Pedagogies
Educational GoalsCover the material  Do the work of the field
Pedagogical Priorities  Breadth  Depth
View of KnowledgeCertain  Uncertain
View of studentsExtrinsically motivated  Creative, curious, and capable
Role of StudentReceiver of knowledge  Creator of knowledge
Role of teacher  Dispenser of knowledgeFacilitator of learning
View of failure  Something to be avoidedCritical to learning
Ethos  ComplianceRigor and Joy

      After the classroom visits, Buffett’s investing model would ask school administrators to take time to learn about the instructional models in their buildings and the impact these models are having on students. Over the last decade, surveys of students’ attitudes towards their schooling experience have expressed a general discontent with the grammar of schooling. If you reduce their comments listed below to one term it would be, “boring.”

  • Monotonous schedules and lack of choice
  • Perceived irrelevance
  • Rote memorization
  • Lack of freedom and autonomy
  • Excessive homework
  • Too much teacher talk

      Rule #2: How are these fundamentals being implemented?

      Now returning to Buffett’s model, he would then ask, “What does the company produce and how does it make money? Translated into school practices, schools are organized around the institutional goals of preparation, acquisition of information, delivery of information, compliance with state standards, accumulation of credits, and scores on standardized tests. The fundamentals of schooling—grades, credits, subjects, tests—the fundamentals that students find boring—are from an administrative standpoint aligned with a school organization that prizes preparation over the expansion of the intellect; acquisition of information over the construction of meaning; delivering of information over facilitating understanding; scores on standardized tests over solutions to authentic problems.

      Rule #3: Are the current goals and organization of schools worth investing in?

      From an administrative standpoint, the answer to the worth of poring money into schooling would be a resounding YES. From the surveys of student experiences and the goals written into school mission statements, the answer would be a resounding NO.

      This divide between the institutional goals listed in district policy and operations manuals and the goals and values listed in school mission statements should be the focus of the discussions at district strategic planning sessions. If conducted honestly and openly, it would become apparent early on in the discussion that the curiosity, interest, optimism, and passion that all parents want their sons and daughters to experience in classrooms is being suppressed by a school organization and practices that value the grammar of schooling over the poetry of schooling.

      To follow through on Buffett’s model, schools, as currently designed would not be a wise investment. And, for investment purposes, the model would stop there. For the stakeholders sitting in weekend retreats, however, they could continue with the model by asking the question: “How could we change the fundamentals of schooling to align with the educational goals and practices we have written into our school mission statements?

      I have written six books on the gaps that exist between the grammar of schooling and schools that develop in children and adolescents the degree of attention, curiosity, interest, optimism, and passion that are promised in their school mission statements. Each book goes into great detail on the what and how of actualizing these values in school classrooms. For school administrations and governing boards to close the gap between the grammar and, what I will term, the poetry of schooling, they should refrain from writing mission statements and strategic plans, and instead, spend the time at the weekend retreat studying the fundamentals of schooling they are sending their sons and daughters to and committing to plans, not a strategic plan, but, a plan listing specific organizational and administrative changes and initiatives that remake our schools into wise investments.

“Why Schools Should Abandon Strategic Planning”

The annual strategic planning process at his organization resembled an exotic ritual put on for show. “No one is exactly sure why we do it, but there is an almost mystical hope that something good will come out of it.”

(CEO to McKinsey Consultants)

      An annual ritual school administrators and school district stakeholders schedule for the summer is the writing of a district’s mission statement and a strategic plan to implement those goals and values. The ritual takes place at a local conference center, where school district administrators, boards of education, selected members from the school community, and a professional facilitator, gather together for a weekend designed around writing a formal statement of educational values and goals and a strategic plan to implement written goals and practices. This ritual takes on greater importance when a new Superintendent arrives in the district. His or her promised goal in their interview was setting a new vision and mission for the district.

      The attraction of central offices to the mission writing exercise is twofold: First, it is a practice that private industry has adopted. The new generation of Superintendents has traded in their instructional leader mindset for a new CEO, master of the universe mindset. Second, it is an excellent exercise in bringing the school community together to discuss and codify educational values and goals.

      Stakeholders involved in the process always leave with the feeling they have contributed something special to their district. The two difficulties with both understandings are twofold: first, the private sector has abandoned the writing of mission statements and strategic plans a decade ago; and second, rarely if ever to the educational values and goals written at that weekend retreat become operationalized in main offices and classrooms.

      In my recent book, Living Up to Your School Mission Statement[1], I have described in great detail why schools fail to live up to the goals and values written in their mission statements. What follows is an abbreviated version of the reasons why school mission statements and strategic plans fail to become actualized in main offices and school classrooms.

The Failure of Strategic Planning

Reason #1: The assumption that the future is certain and predictable

      Strategic plans are written with the assumption that the future will resemble the past. No matter how rational the planning process is carried out in central offices when the plan arrives at the building level, principals experience Mike Tyson’s analysis of planning: “Everybody has a plan until they get punched in the face.” When the school bell rings on the first day of school, the metaphorical punches start flying.

Reason #2: Planners are detached from reality

      The stakeholders that attend the two-day strategic planning retreat are detached from the reality of the organization they are planning for. Those participants housed in a relaxed retreat setting rely on hard data—test scores, attendance records, grades, budgets, and behavioral data—with little attention to soft data—interviews, observations, meeting minutes, surveys, photographs, and student notebooks. Basing a plan on what is measurable leaves out the all-important human variables that will make or break the implementation of the plan.

Reason #3: That a strategy can be formalized

      The act of planning assumes a logical progression of established managerial steps that will achieve an agreed-upon outcome. In school building offices, however, administrators are continually drawn into situations that require creativity and intuition to resolve. Planning maintains in place organizational processes and categories. Creativity on the other hand creates categories and rearranges established ones.

      What all three reasons point to is the distinction between two types of school administrators: categorical and nuanced managers. Categorical managers try to manage by the book, even though the book or plan lacks: clear objectives; buy-in from stakeholders; alignment with other district goals; and resources to implement the plan.

      Before implementing a plan, nuanced managers read the room first. What is the actual situation they are becoming involved in and, most importantly, do they have all the organizational tools necessary to orchestrate the desired changes outlined in the plan? Nuanced managers are adaptive information manipulators, opportunists, and organizational architects. Their outcomes may not be according to plan, but, there will be outcomes, ones that make collective sense to those charged with implementation and will advance a mission-driven goal.

 The Failure of Mission Statements

      The failure of school administrators and teachers to live up to mission-established goals and values falls into two categories: the mechanical and the philosophical. Listed below is a summary of both categories.

Systemic Problems

If you have seen one school mission statement, you have seen them all

      No matter the where, the when, the who, and the how of the strategic planning retreat, all the stakeholders will write a mission statement composed of the same educational goals and values: critical thinking, life-long learning, pursuit of excellence, success in a global economy, respect for diversity, develop well rounded, confident and responsible individuals, provide positive, safe, and stimulating environments. I could go on, but, the mechanical problem what these bundles of educational abstractions is what they mean and how those meanings translate into classroom practices.

They sound nice and please everyone

      Any declaration of purpose by an organization assumes that those in charge of implementation will do this rather than that. In these planning sessions, it is never determined what the this is or what the that is. No mission statement should appeal to everyone. They should reflect choices in what an organization finds important and where it wants to go. It should inspire some groups and put off other groups. In these planning sessions, the tension between different goals and values is avoided by ignoring the differences in each goal and value and attending to their similarities.

Philosophical Problem

      The leading problem with mission statements and strategic plans is the failure on the part of stakeholders to grasp the fact that the schools they send their children to and the schools they work in each day are in fact, institutions. Institutional-based organizations are compliance-based, whose efficient operations rely on standardization, quantification, accountability, and falling in line. The national, state, and local rules, regulations, and policies governing schools—standards, race to the top, no child left behind, accountability—have all installed in schools’ goals and values that are opposed to growth-based goals and values written into school mission statements: flexibility, individualization, responsibility, inventiveness, optimization.

      In addition to governing bodies mandating that schools pursue institutional goals and values, private entities, particularly the testing juggernauts —Educational Testing Service (ETS); American College Testing (ACT); American Council on Education (GED); The Carnegie Foundation (Carnegie Unit); and College Board (SAT/AP)—infuse in our classrooms a pedagogy that gives up on deeper learning in exchange for memorization of right answers and a narrowed curriculum aligned with the contents of standardized tests.

      Ellen Condliffe Lagemann, Harvard Faculty Dean, made the following observation about the condition of schooling in this nation: “One cannot understand the history of education in the United States during the twentieth century unless one realizes that Edward L. Thorndike won and John Dewey lost.” This observation goes to the heart of what is so wrong with school mission statements. All school mission statements proclaim they are pursuing John Dewey’s aims—students learn through active participation and problem-solving. These same aims, however, are housed in schools designed to implement Edward Thorndike means—grades, credits, testing, and vocations. Although for over a century school administrators and teachers have tinkered with Deweyan utopian pedagogies—as evidenced in their mission statements—at the end of the school day, most students experience the daily grind of Thorndike’s administrative systems.

      So…if not mission statements or strategic plans, then what? In reading many critiques of mission statements, the one that applies best to schooling was stated in a recent interview with Warren Buffett. Although he was not directly addressing the value of mission statements, he was responding to businesses captivation with the analysis of data. In my next blog I will describe Buffett’s problem with solely focusing on numbers. His approach to investing looks past the numbers to the what, why and how of the companies he is looking at—what he terms the value of simplicity. In my next blog I will apply Buffett’s value of simplicity to how schools should authoring their educational mission.


[1] (Jones, A. C. (2021). Living up to your school mission statement : reforming schools from the inside out. Rowman & Littlefield, an imprint of The Rowman & Littlefield Publishing Group, Inc.)

What is Critical Thinking?

“I wasn’t clueless about people’s thinking. But a thing grows teeth once it is put into words.”

(Kingsolver, B. (2023). Demon Copperhead)

I want to salute you for everything you’ve done to make the college so much better, while preserving what always made it great: the conviction that to think clearly, we must be able to speak freely; that to disagree intelligently, we must first understand the views of our opponents profoundly; that to change people’s minds, we must be open to the possibility that our minds might be changed. All of this asks us to listen charitably, argue candidly, consider deeply, examine and re-examine everything, above all our own deeply held convictions — and, unlike at so many other universities, to respond to ideas we reject with more and better speech, not heckling or censorship.

(Bret Stephens, Commencement Speech , University of Chicago)

Critical Thinking Defined

     Each year when stakeholders—parents, students, administrators, teachers, consultants—gather to write their school’s mission statement, the educational goal that appears most often on Post-it notes is critical thinking. While all stakeholders in the conference room agree on this value, when you ask them to define what they mean by critical thinking the responses fall into one of the following three categories:

    Category #1: Verbs from Bloom’s Taxonomy:

  • Understand
  • Apply
  • Analyze
  • Evaluate
  • Create

    Category #2: A set of steps

  • Identify the problem
  • Analyze data
  • Consider other viewpoints
  • Draw logical conclusions
  • Communicate the solutions
  • Adjust methods based on feedback

    Category #3: A set of skills

  • Reflection in action
  • Reflection on actin
  • Creative thinking (thinking outside the box)
  • Communication
  • Collaboration

The why, how, and what of critical thinking

      In and of themselves, all these responses correctly identify the inherent meanings of critical thinking. Missing from these definitions of critical thinking is how these verbs, steps, and skills relate to other ideas or situations. What follows is a model of inquiry that reduces the verbs, steps, and skills of critical thought to three components of critical thought: the why; the how, and the factual.

      The why of the model is the intellectual framework (worldview) individuals develop over time that provides the concepts, ideas, and vocabularies that make sense of the problems they confront in their daily lives, occupations, and the social, economic, and political world they live in. Every person assumes that the intellectual framework they grew up with and built their careers around is natural, normal, inevitable, and should be universal.

      The how of the model are the narratives—explanatory frameworks—individuals construct to explain and justify their worldview. The structure of the narrative consists of what is right or wrong with the problem or situation at hand; a strategy—theories, ideas, practices—for how to address the problematic situation; and the resources that will be necessary to resolve the problem. The glue that holds the narrative together is metaphors, analogies, stories, and exemplars, that shape our understanding of events and experiences. There are many different kinds of narratives depending on the problems, the situations, and the experiences under discussion.

      The what of critical thinking are the truths—facts on the ground— that are verifiable from experience or observations as opposed to theoretical or abstract ideas. The truth of a narrative is determined by the verifiability of the facts presented in the narrative—can the facts in the narrative be proven true or false through objective evidence? The obstacles that a narrative must navigate are the feelings, attitudes, judgments, or beliefs expressed in a particular worldview and the verifiable facts written into that narrative. Ideally, as illustrated in the critical thinking model below, the why (worldview), the narrative (how), and the facts on the ground (what) should support each other. The foundation of this critical thinking model is facts on the ground. If the facts on the ground are false or unverifiable then the narratives and worldview that they are built upon crumble.

“False Narratives”

      The model I am proposing is not a list of steps,  or the application of a particular set of skills, or the matching of learning objectives with the appropriate cognitive level. My model asks individuals to listen to the narrative in front of them. In the political realm for example there have been two narratives regarding the role taxes should d play in our economy. The conservative narrative advocates lower taxes, which according to their narrative will spur innovation and business investment, which in turn stimulate economic growth. The facts on the ground do support the claim that tax cuts increase economic activity and potentially some extra revenue, but the revenue gain usually falls short of the initial tax revenue loss. These facts on the ground not only call into question the narrative of lower taxes, but also question a conservative worldview committed to free markets, limited government, lower taxes, reduction in government spending, and balanced budgets.

         Liberals advocate an equity distribution narrative claiming that the middle class pays all the taxes while businesses and the top one percent pay nothing. Liberals claim they can fix deficits and increase spending on safety net programs by taxing the rich at high levels. The facts on the ground, however, tell a different story. In actuality, the rich pay most of the taxes and are taxed a far higher rates than the middle class: the top 1% pay 33%; the middle class pays 12%; the bottom pays 0%. These facts on the ground throw into question an economic worldview that leans towards a more progressive structure to provide more services and reduce economic inequality by making sure that the wealthiest Americans pay the highest tax rate.

“Other Facts on the Ground”

      Not to belabor the other facts on the ground that call into question the conservative and liberal narratives on taxation, but, just a few more to illustrate the fragility of conservative and liberal worldviews on the policies their narratives promote.

The Narrative  Facts on the Ground
Tax cuts will starve the beast (government spending) by forcing Congress to cut spending  When Congress passes tax cuts, they increase spending.
Europe funds its bigger government spending by taxing the rich moreEurope taxes the rich about the same as the United States. They finance their social welfare programs as the result of value-added taxes, which are essentially national sales taxes that hit the middle class.  
Corporate taxes are far below international standardsThe United States had the highest corporate tax rate in the developed world until 2017. Even now the tax rate is still in the top one-third of the developed world.  
“Taxing Millionaires and Corporations Can Eliminate the Deficit”    Even seizing all the wealth from America’s 800 billionaires—every home, business, investment, car, and yacht—and somehow reselling it all for full market value would raise only enough revenue to finance the federal government one time for eight months.

“The Iron Cage of Ideologues”

      The Achilles Heel of my model for critical thinking is what I will term the Iron Cage of Ideologues. The cage houses a narrative about how the world works and how it should work. Unlike other narratives, narratives authored by ideologues have rigid prescriptions for how we should think, how we should act, and how we should interact with other people. Once that cage door shuts any deviation from the theories and rules prescribed in that narrative is not subject to further debate, dissent, reason, inquiry, or criticism.

      Ideological narratives originate from worldviews that inform our every thought and action. What sets these worldviews apart from other worldviews is the certainty of the attitudes, values, stories, and expectations espoused by that worldview and the command that followers of that worldview strictly follow the established rules and norms of that worldview. The Communist Manifesto written by Karl Marx is the best example of a programmatic statement of how economic systems work, how they should work, and why they are not working the way they should. The many narratives that have supported and promoted a Marxist worldview remain locked in an ideological cage with the theories, vocabularies, and calls to action prescribed by Marx and Engels.

      I am not suggesting that my critical thinking model cannot be applied to Marxist theory and action. Entire libraries are filled with critiques of the problems with Marxist theory. But these critiques originate from outside the ideological cage. Those nations and populations locked within their ideological cage must leave my critical thinking model at the cage door.

“What it Means to be Educated”

      The reason that critical thinking appears in all school mission statements it is a skill, if done well, that best answers the question: “What does it mean to be educated?” Although there are countless definitions of the educated mind, my model of critical thinking lays out a series of habits listed below that signal the educated mind in play.

  • The habit is where the listener fully concentrates, understands, and responds thoughtfully to what a speaker is saying.
  • The habit of setting aside personal worldviews and narratives to evaluate the worth of opposing worldviews and narratives.
  • The habit of gathering and analyzing facts supporting narratives and worldviews.
  • The habit of mastering vocabularies from different disciplines opens up pathways to understanding the relationship between worldviews, narratives, and facts on the ground.
  • The habit of calling into question personal worldviews and narratives that are not supported by the facts on the ground.

      The Achilles Heel of the educated mind is fragmentation—the learning of facts, vocabularies, and skills designed to pass a test or do academic research. My critical thinking model is designed to perform the habits of thinking necessary to make sense of the issues and problems we confront in our daily lives and undertake courses of action that best support our worldviews and narratives with the facts on the ground.