The EdTech Navigator: A Strategic Planning Framework for New Learning Spaces

3) INQUIRE: Making Imagination Reality

Utilizing a SOAR appreciative inquiry model, this phase involves a critical review of current technology use, identification of opportunities for improvement, setting aspirations, and determining achievable results. This structured approach ensures that technology planning is aligned with the institution's strengths and opportunities and focuses on realistic and strategic objectives.

The SOAR process, which stands for Strengths, Opportunities, Aspirations, and Results, is a future-focused, inclusive strategic planning approach that leverages an organization's positive attributes to achieve long-term goals. It builds on an organization's strengths and fosters a more positive and productive environment for growth and development.

During the Inquiry phase, engages its stakeholder team in a review of four important considerations:

  • STRENGTHS: "What's Working?" This step includes a critical review of the current use of technology and resources currently in place to identify what is functioning well. Through facilitated discussions, the strategic planning group explores the institution's technological strengths, what they are proud of, and how to improve future results.
  • OPPORTUNITIES: "What Could Be?" Here, the focus shifts to identifying technology-supported opportunities using unconstrained thinking. Stakeholders are encouraged to brainstorm applications or technologies that could enhance learning outcomes, focusing on capitalizing on the identified trends and better meeting the needs of students and faculty. Discussing opportunities in this format can be a free-wheeling, no-limits thought experiment that yields multiple relevant options for the future.
  • ASPIRATIONS: "What Should Be?" Identifying aspirations involves prioritizing a list of strategic opportunities through a ranking exercise to determine short-term (1 year or less) and long-term (2-3 years) projects that align with the institution's goals. This step defines the aspirations that will form the foundation of the technology plan and include necessary resources, objectives and key results (OKRs), and key performance indicators (KPIs).
  • RESULTS: "What Will Be?" The final step in the Inquiry phase involves deciding which initiatives to include in the initial implementation plan and which to defer for future consideration. This stage requires defining success metrics for new technology initiatives, the resources needed for initial implementation, and establishing a program structure for ongoing technology planning.

4) IMPLEMENT: "What's First?"

The fourth step focuses on action and starts with a pilot or "sandbox" environment. In this experimental space, new technology is controlled, ensuring that the learning environment created is effective and meets the needs of students and faculty. The sandbox can also implement professional development programs providing faculty and staff training and support. This includes workshops on best practices for engaging remote learners and designing courses that leverage the strengths of the new technology model.

5) ITERATE: "What Could Be Better?"

Continuous evaluation and refinement are key in this phase, allowing institutions to adjust their approach based on feedback and outcomes from the pilot projects. The iterative process ensures that technology integration is always aligned with goals and responsive to user needs. Gathering feedback on the effectiveness of the new learning environments and evaluating each design, procurement, and implementation workflow leads to the development of best practices.

6) INNOVATE: "What Worked Best?"

Building on the successes of pilot projects, this step encourages ongoing exploration and adoption of emerging technologies. It emphasizes the importance of continuous support and development to ensure that technology integration remains effective and relevant. By encouraging imaginative planning and exploring emerging technologies' potential, institutions are better prepared to pivot when unexpected "black swan" events force a course correction or change.

7) IMPACT: What Did We Learn?

The final phase evaluates technology's impact on learning outcomes, pedagogical effectiveness, and resource allocation. This stage reviews the established OKRs and KPIs used to track progress. Outcomes inform the faculty on pedagogical effectiveness, the technology team on service quality and resource issues, and ways to improve efficiency and reduce technology costs. Institutions learn from their experiences by gathering feedback and making informed decisions about future technology investments.

Continuous Improvement: What Comes After What Comes Next

The EdTech Navigator planning framework effectively addresses key challenges by ensuring that technology integration is strategic, aligned with campus-wide educational goals, inclusive of all stakeholders, supported by adequate infrastructure and training, and responsive to the educational community's changing needs and expectations. The framework promotes a culture of continuous improvement and innovation, helping institutions navigate the complexities of integrating technology into teaching and learning.


About the Author

Craig Park, Associate AIA, is an associate principal and director of digital experience design at Clark & Enersen, a national architecture and engineering firm based in Lincoln, Nebraska. Park is an AEC industry veteran and an award-winning and nationally recognized thought leader in the design of communication and collaboration facilities for the education sector. He earned his BS in architecture from Cal Poly San Luis Obispo. Park is a fellow of the Society for Marketing Professional Services (SMPS), an associate member of the American Institute of Architects (AIA), and an active member of the Audio Visual Integrated Experience Association (AVIXA), the Society of College & University Planners (SCUP) and the Association of Physical Plant Administrators (APPA).

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