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WINNING FORMULA FOR 
REPLICATION = 
PLAN + PREPARE + EXECUTE 
OHIO ALLIANCE FOR PUBLIC CHARTER SCHOOLS 
OCTOBER 16, 2014 
SHERRY A. LAMBERTSON 
JAMES N. GOENNER, PH.D
WWW.CHARTERINSTITUTE.ORG 
2 
Goals for Today 
Challenge Your Thinking 
Sharpen Our Focus 
Discuss Replication & Reach 
Share Resources 
1 
2 
3 
4 
5 Have Fun!
RELATIONSHIPS 
“People don’t care how 
much you know until they 
know how much you care.” 
WWW.CHARTERINSTITUTE.ORG
WWW.CHARTERINSTITUTE.ORG
National Charter Schools Institute 
• The Institute is a values-driven, nonprofit organization 
founded in 1995. 
• Our mission is to strengthen the performance and 
productivity of the charter schools sector. 
• We coach and consult with boards, schools, authorizers, 
support organizations and policymakers. 
• Our team is composed of passionate professionals. 
• We seek to understand, honor and support our clients. 
• We believe in and strive to uphold the Golden Rule. 
WWW.CHARTERINSTITUTE.ORG
WWW.CHARTERINSTITUTE.ORG 
WWW.CHARTERINSTITUTE.ORG 
THIS SLIDE DECK IS ACCESSIBLE AT
WHICH ORGANIZATIONS 
WWW.CHARTERINSTITUTE.ORG 
HAVE MASTERED 
REPLICATION?
WHICH ORGANIZATIONS HAVE 
UTILIZED REPLICATION TO 
EXPAND THEIR INFLUENCE? 
WWW.CHARTERINSTITUTE.ORG
Reforming 
Education 
WWW.CHARTERINSTITUTE.ORG 
Student 
Learning 
Divergent Roads 
9
THE ROAD NOT TAKEN 
“Two roads diverged in a wood, and I – 
I took the one less traveled by, and that 
has made all the difference.” 
WWW.CHARTERINSTITUTE.ORG 
- Robert Frost
WHAT REALLY MATTERS 
Ensuring all students 
are prepared for success in 
college, work and life. 
WWW.CHARTERINSTITUTE.ORG
What is worth replicating?
The Road to Greatness 
Good, Not Great 
Inflection 
Point 
Good, Not Great 
Matched-Pair 
Selection 
Good-to-Great 
Cases 
GAP 
Comparison 
Cases
What Is Greatness? 
Superior Performance 
WWW.CHARTERINSTITUTE.ORG 
Distinctive Impact 
Lasting Endurance
“Good is the enemy 
of great.” 
Jim Collins
Collins’ Good-to-Great Framework 
OUTPUT RESULTS 
INPUT PRINCIPLES 
STAGE 1: DISCIPLINED PEOPLE 
Level 5 Leadership 
First Who, Then What 
STAGE 2: DISCIPLINED THOUGHT 
Confront the Brutal Facts 
The Hedgehog Concept 
STAGE 3: DISCIPLINED ACTION 
Culture of Discipline 
The Flywheel 
STAGE 4: BUILDING GREATNESS 
TO LAST 
Clock Building, 
Not Time Telling 
Preserve Core, 
Stimulate Progress 
DELIVERS SUPERIOR 
PERFORMANCE 
Relative to Its Mission 
MAKES A DISTINCTIVE IMPACT 
On the Communities 
It Touches 
ACHIEVES LASTING ENDURANCE 
Beyond Any Leader, 
Idea or Setback
Sharpening Your Focus
The 
Flywheel
Building for 
Breakthrough
“Greatness . . . is largely a 
matter of conscious 
choice and discipline.” 
Jim Collins
WWW.CHARTERINSTITUTE.ORG 
What are Systems? 
• Processes for predictably achieving goals 
• Based on specific, orderly, repeatable 
principles and practices 
• They leverage time, money and abilities 
• They are deliberate, intentional and 
practicable 
How Successful People Grow by John C. Maxwell
What systems are currently in place in 
your organization that would help 
replicated the successful practice
The Most Consistently Admired 
Characteristics of Leaders 
WWW.CHARTERINSTITUTE.ORG 
Honest 
Forward-Looking 
Competent 
Inspiring
How Leaders Earn Credibility 
• “They practice what they preach.” 
• “They walk the talk.” 
• “Their actions are consistent with their words.” 
• “They put their money where their mouth is.” 
• “They follow through on their promises.” 
• “They do what they say they will do.” 
WWW.CHARTERINSTITUTE.ORG 
The Leadership Challenge
The Five 
Temptations 
of a CEO 
WWW.CHARTERINSTITUTE.ORG
Five Practices of Exemplary Leaders 
Model the Way 
Inspire a Shared Vision 
Challenge the Process 
Enable Others to Act 
1 
2 
3 
4 
5 Encourage the Heart 
Kouzes and Posner 
WWW.CHARTERINSTITUTE.ORG 26
Which of the Principals of 
Exemplary Leadership have you 
already applied to the idea worth 
replicating? 
27
“Doing everything keeps 
us so busy we don’t have 
time to think about what is 
really important to us.”
Where Do You 
Spend Time? 
First Things First
Four Disciplines 
of a Healthy 
Organization
1: Build a Cohesive Leadership Team 
Cohesive teams develop trust,eliminate 
politics and increase efficiency by… 
• Knowing one another’s unique strengths 
and weaknesses 
• Openly engaging in constructive, 
ideological conflict 
• Holding one another accountable for 
behaviors and actions 
• Committing to group decisions. 
WWW.CHARTERINSTITUTE.ORG
Healthy organizations minimize the 
potential for confusion by clarifying… 
• Why do we exist? 
• How do we behave? 
• What do we do? 
• How will we succeed? 
• What is most important — right now? 
• Who must do what? 
WWW.CHARTERINSTITUTE.ORG 
2: Create Clarity
3: Over-Communicate Clarity 
Healthy organizations align their employees around 
organizational clarity by communicating key messages through … 
• Repetition: Don’t be afraid to repeat the same message again 
and again. 
• Simplicity: The more complicated the message, the more 
potential for confusion and inconsistency. 
• Multiple Mediums: People react to information in many ways; 
use a variety of mediums. 
• Cascading Messages: Leaders communicate key messages 
to direct reports; the cycle repeats itself until the message is 
heard by all. 
WWW.CHARTERINSTITUTE.ORG
Organizations sustain their health 
by ensuring consistency in… 
• Hiring 
• Managing performance 
• Rewards and recognition 
• Employee dismissal. 
WWW.CHARTERINSTITUTE.ORG 
4: Reinforce Clarity
“The single greatest advantage any 
company can achieve is organizational 
health. Yet it is ignored by most leaders 
even though it is simple, free, and 
available to anyone who wants it.” 
WWW.CHARTERINSTITUTE.ORG 
Patrick Lencioni 
The Advantage
Resources for Pursuing Greatness 
Good-to-Great Diagnostic Tool 
www.jimcollins.com/tools.html 
The Advantage 
Comprehensive Check List 
www.tablegroup.com 
Institute for Excellence in Education 
www.ExcellenceInEd.org 
Illinois Mathematics and 
Science Academy 
www.imsa.edu 
WWW.CHARTERINSTITUTE.ORG 
IIT Boeing Scholars Academy 
blogs.iit.edu/boeing_scholars/ 
Chicago Scholars 
(88% to-and-through college in 6 yrs.) 
www.ChicagoScholars.org 
Project Lead The Way 
www.pltw.org
“Set the standards higher 
for yourself than others 
would set them for you.” 
John Maxwell
What is one thing you are going to 
commit to doing as a result of our time 
together?
THANK YOU! 
VIEW THIS SLIDE DECK ONLINE AT 
WWW.CHARTERINSTITUTE.ORG 
NATIONAL CHARTER SCHOOLS INSTITUTE | 711 WEST PICKARD STREET | MOUNT PLEASANT, MICHIGAN 48858

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Goenner and Lambertson -- Formula for Replication -- Plan + Prepare + Execute -- OAPCS 2014 Conference -- 141016

  • 1. WINNING FORMULA FOR REPLICATION = PLAN + PREPARE + EXECUTE OHIO ALLIANCE FOR PUBLIC CHARTER SCHOOLS OCTOBER 16, 2014 SHERRY A. LAMBERTSON JAMES N. GOENNER, PH.D
  • 2. WWW.CHARTERINSTITUTE.ORG 2 Goals for Today Challenge Your Thinking Sharpen Our Focus Discuss Replication & Reach Share Resources 1 2 3 4 5 Have Fun!
  • 3. RELATIONSHIPS “People don’t care how much you know until they know how much you care.” WWW.CHARTERINSTITUTE.ORG
  • 5. National Charter Schools Institute • The Institute is a values-driven, nonprofit organization founded in 1995. • Our mission is to strengthen the performance and productivity of the charter schools sector. • We coach and consult with boards, schools, authorizers, support organizations and policymakers. • Our team is composed of passionate professionals. • We seek to understand, honor and support our clients. • We believe in and strive to uphold the Golden Rule. WWW.CHARTERINSTITUTE.ORG
  • 7. WHICH ORGANIZATIONS WWW.CHARTERINSTITUTE.ORG HAVE MASTERED REPLICATION?
  • 8. WHICH ORGANIZATIONS HAVE UTILIZED REPLICATION TO EXPAND THEIR INFLUENCE? WWW.CHARTERINSTITUTE.ORG
  • 9. Reforming Education WWW.CHARTERINSTITUTE.ORG Student Learning Divergent Roads 9
  • 10. THE ROAD NOT TAKEN “Two roads diverged in a wood, and I – I took the one less traveled by, and that has made all the difference.” WWW.CHARTERINSTITUTE.ORG - Robert Frost
  • 11. WHAT REALLY MATTERS Ensuring all students are prepared for success in college, work and life. WWW.CHARTERINSTITUTE.ORG
  • 12. What is worth replicating?
  • 13. The Road to Greatness Good, Not Great Inflection Point Good, Not Great Matched-Pair Selection Good-to-Great Cases GAP Comparison Cases
  • 14. What Is Greatness? Superior Performance WWW.CHARTERINSTITUTE.ORG Distinctive Impact Lasting Endurance
  • 15. “Good is the enemy of great.” Jim Collins
  • 16. Collins’ Good-to-Great Framework OUTPUT RESULTS INPUT PRINCIPLES STAGE 1: DISCIPLINED PEOPLE Level 5 Leadership First Who, Then What STAGE 2: DISCIPLINED THOUGHT Confront the Brutal Facts The Hedgehog Concept STAGE 3: DISCIPLINED ACTION Culture of Discipline The Flywheel STAGE 4: BUILDING GREATNESS TO LAST Clock Building, Not Time Telling Preserve Core, Stimulate Progress DELIVERS SUPERIOR PERFORMANCE Relative to Its Mission MAKES A DISTINCTIVE IMPACT On the Communities It Touches ACHIEVES LASTING ENDURANCE Beyond Any Leader, Idea or Setback
  • 20. “Greatness . . . is largely a matter of conscious choice and discipline.” Jim Collins
  • 21. WWW.CHARTERINSTITUTE.ORG What are Systems? • Processes for predictably achieving goals • Based on specific, orderly, repeatable principles and practices • They leverage time, money and abilities • They are deliberate, intentional and practicable How Successful People Grow by John C. Maxwell
  • 22. What systems are currently in place in your organization that would help replicated the successful practice
  • 23. The Most Consistently Admired Characteristics of Leaders WWW.CHARTERINSTITUTE.ORG Honest Forward-Looking Competent Inspiring
  • 24. How Leaders Earn Credibility • “They practice what they preach.” • “They walk the talk.” • “Their actions are consistent with their words.” • “They put their money where their mouth is.” • “They follow through on their promises.” • “They do what they say they will do.” WWW.CHARTERINSTITUTE.ORG The Leadership Challenge
  • 25. The Five Temptations of a CEO WWW.CHARTERINSTITUTE.ORG
  • 26. Five Practices of Exemplary Leaders Model the Way Inspire a Shared Vision Challenge the Process Enable Others to Act 1 2 3 4 5 Encourage the Heart Kouzes and Posner WWW.CHARTERINSTITUTE.ORG 26
  • 27. Which of the Principals of Exemplary Leadership have you already applied to the idea worth replicating? 27
  • 28. “Doing everything keeps us so busy we don’t have time to think about what is really important to us.”
  • 29. Where Do You Spend Time? First Things First
  • 30. Four Disciplines of a Healthy Organization
  • 31. 1: Build a Cohesive Leadership Team Cohesive teams develop trust,eliminate politics and increase efficiency by… • Knowing one another’s unique strengths and weaknesses • Openly engaging in constructive, ideological conflict • Holding one another accountable for behaviors and actions • Committing to group decisions. WWW.CHARTERINSTITUTE.ORG
  • 32. Healthy organizations minimize the potential for confusion by clarifying… • Why do we exist? • How do we behave? • What do we do? • How will we succeed? • What is most important — right now? • Who must do what? WWW.CHARTERINSTITUTE.ORG 2: Create Clarity
  • 33. 3: Over-Communicate Clarity Healthy organizations align their employees around organizational clarity by communicating key messages through … • Repetition: Don’t be afraid to repeat the same message again and again. • Simplicity: The more complicated the message, the more potential for confusion and inconsistency. • Multiple Mediums: People react to information in many ways; use a variety of mediums. • Cascading Messages: Leaders communicate key messages to direct reports; the cycle repeats itself until the message is heard by all. WWW.CHARTERINSTITUTE.ORG
  • 34. Organizations sustain their health by ensuring consistency in… • Hiring • Managing performance • Rewards and recognition • Employee dismissal. WWW.CHARTERINSTITUTE.ORG 4: Reinforce Clarity
  • 35. “The single greatest advantage any company can achieve is organizational health. Yet it is ignored by most leaders even though it is simple, free, and available to anyone who wants it.” WWW.CHARTERINSTITUTE.ORG Patrick Lencioni The Advantage
  • 36. Resources for Pursuing Greatness Good-to-Great Diagnostic Tool www.jimcollins.com/tools.html The Advantage Comprehensive Check List www.tablegroup.com Institute for Excellence in Education www.ExcellenceInEd.org Illinois Mathematics and Science Academy www.imsa.edu WWW.CHARTERINSTITUTE.ORG IIT Boeing Scholars Academy blogs.iit.edu/boeing_scholars/ Chicago Scholars (88% to-and-through college in 6 yrs.) www.ChicagoScholars.org Project Lead The Way www.pltw.org
  • 37. “Set the standards higher for yourself than others would set them for you.” John Maxwell
  • 38. What is one thing you are going to commit to doing as a result of our time together?
  • 39. THANK YOU! VIEW THIS SLIDE DECK ONLINE AT WWW.CHARTERINSTITUTE.ORG NATIONAL CHARTER SCHOOLS INSTITUTE | 711 WEST PICKARD STREET | MOUNT PLEASANT, MICHIGAN 48858

Editor's Notes

  1. What are you aiming for; effective laws or effective practice? System reform or learning….Compliance or performance? You can use up all your allotted time on the left-hand side. You have all the authority you need to make the changes on the right-hand side. A Force for Quality, A Catalyst for Excellence [Alpha Authorizing] Recognize and reward performance Encourage the replication and expansion of success Create new performance-based paths for authorizing, overseeing, and renewing charter contracts Make authorizing a respected profession Relentlessly pursue excellence Protect, preserve and advance the idea behind chartering