Every implementation effort needs a plan. Without a plan we are left to meander our way through any implementation without any sense of our desired outcome, actions, purpose, or process. However, there is such a thing as over planning by being too prescriptive and/or trying to look too far into the future. We don’t really know what our needs will be in 2 years, 5 years, or 10 years; none of us can predict the future. The future is really an illusion constructed from our past experience, our current context, the latest research trends, as well as our bias for where we’d like to see education go. Having a plan matters, but from my experience, the most effective implementation plans are the ones written with a ‘short pencil.’
We need to plan in pencil because we must have the ability to adjust our plans as we go. We might find that we are exceeding our expectations in terms of timelines, acceptance, and successes with the new idea, practice, or process we are implementing. However, we might also find that our initial plan was inaccurate; that what we thought was going to happen and how we thought it might unfold was slightly flawed or just dead-wrong. Planning in pencil allows us the chance to ‘quickly’ erase-and-adjust as the implementation plan unfolds. Planning in pen makes the adjustments either too messy or too much work.
The pencil should be short in order to avoid planning too much or too far into the future. Having a long-term detailed plan looks visionary and might satisfy some of the political pressures (small ‘p’) leaders face, however, most of us know that the size of our plans is inversely proportional to the success of the implementation. A short pencil forces us to be efficient with our words and to plan more for our immediate actions. A short pencil will allow you to identify your vision or desired outcome (after all, your plan will need a title) but the details, the specific actions, and the monitoring should focus more on the immediate and short-term future.
Once our vision or desired outcomes have been identified, planning with a short pencil will focus our attention more on what is within our immediate influence and will make any adjustments, additions, deletions, or re-routing far easier. Yes, you need to know where you are going, however, successful implementation comes when the plan focuses more on immediate actions and results.