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We opened our session at the Canadian School Boards Association conference with a show of hands.

How many of you have personally used an AI tool in the last month? Almost every hand in the room went up.

How many of you have had a substantive conversation about cybersecurity at your board table in the last year? Well over half.

How many of you feel clear on what belongs to the board and what belongs to staff in these areas?

Maybe a quarter.

We had not planned to stop there, but that pattern was too interesting to move past. So we gave the tables a couple of minutes to talk about it. A room full of experienced trustees, nearly all of whom were using AI personally, most of whom were discussing cybersecurity at their board tables, and only a fraction of whom felt clear on where their role starts and stops.

That gap, between engagement with the issues and clarity about the governance role, was really the whole point of our session.

The pattern did not surprise me, exactly. A few months ago, a trustee said something to me that has stuck: “I feel like I need to understand this better before I can do anything useful.” I have heard versions of that sentence a lot. When a topic is moving this fast, the natural instinct is to reach for expertise. To want to know more before you act.

But the show of hands at CSBA suggested something worth considering: this was not mainly a familiarity gap. It was a role-clarity gap.

And those are very different problems, with very different solutions.

I wrote about the trustee role in a broader way back in May, in a post for people considering running for school trustee ahead of the October elections here in BC. One of the things I tried to say there is that the role is not what most people think it is. Trustees do not run schools. They do not manage teachers. They do not direct operations. What trustees do is govern a system. They set direction, ask questions, build relationships, and hold the system accountable.

That distinction between governance and management is the foundation of everything else. And AI and cybersecurity have become two of the best stress tests of that distinction I have encountered.

That is what drew Mark Pearmain and me into a ninety-minute session earlier this summer, with the national gathering hosted here in BC. Mark leads Surrey Schools, the largest district in BC. I lead a much smaller one. We come at these questions from genuinely different places, which is part of what made building the session together worthwhile. A risk that registers one way in West Vancouver looks different at Surrey’s scale. An innovation that feels experimental in one place might already be routine somewhere else.

We were clear in the room that we were not there as technical experts. What we tried to bring was something different: the perspective of system leaders trying to connect emerging technology, risk, learning and governance.

Here is what I took away.

The trustees in the room were clearer on their role than the conversation about trustees sometimes suggests. We spent time on the distinction between operational expertise (which belongs to staff) and governance judgment (which belongs to the board). I half expected this to be the hardest part of the session. It was not. Many of the trustees who spoke understood exactly where that line sits, and their questions came from the governance side of it.

That was encouraging, and it deserves to be said, because trustees do not always get credit for this clarity.

The anxiety around AI is real, and it is fair. You could feel it in the room. And rather than trying to talk anyone out of it, we kept coming back to a frame that I think holds up: good governance holds risk and possibility at the same time. A board that only sees risk may slow its system at exactly the wrong moment. A board that only sees possibility may leave students and staff exposed.

The anxiety is not a problem to be solved. It is a signal that the stakes are understood.

The cost of cybersecurity belongs in budget conversations. Some of the best discussion in the session came around what cybersecurity actually costs, in staffing, in systems, in preparedness. This is not a luxury line item, and it is not purely an operational detail. Boards approve budgets, and boards should be asking what their district’s cyber readiness costs, what it would cost to be better prepared, and what the cost of being unprepared looks like.

A board does not need to manage the cybersecurity plan. But it does need to understand the investment, the risk, and the consequences of underpreparing.

As Mark put it: the middle of a crisis is a terrible time to discover the board does not know its role.

Education really does look different in every province. One of the best conversations I had after the session was with a trustee from Alberta, who described how differently cybersecurity responsibility is structured there, particularly around the roles of insurance companies and provincial government. I knew this in the abstract. Hearing it described concretely was a reminder that a national conversation about these topics is not about finding one answer.

It is about understanding how differently the same challenge lands across the country, and learning from that variety.

Which connects to the argument Mark made throughout the session, and made well: this work needs national-level connection. Education is a provincial responsibility, but AI and cybersecurity challenges do not stop at provincial borders.

Mark also brought the OECD’s Education for Human Flourishing work into the session, which gave the whole conversation a global context. That matters for trustees because the governance question is not only, “How do we manage the risk?” It is also, “What kind of education are we trying to protect and strengthen?”

The questions trustees are asking about AI are not just Canadian questions. They connect to what education systems around the world are trying to figure out about what it means to prepare young people for a world where the technology keeps getting more powerful and the human elements keep getting more important.

We put together a set of materials for the session, and I want to share all of it here. There is the slide deck and three handouts, including a question bank with twenty questions organized into four areas: learning and equity, privacy and data, risk and readiness, and networks and shared learning. None of the questions require technical expertise to ask.

Please use these however they are useful. Take them to a board meeting. Pull out the three questions that fit your context and ignore the rest. Remix them, adapt them, improve them. They were built to be circulated, not protected.

If one of them helps start a better conversation in your district, that is the point.

 

HANDOUT: Table Discussion Questions 

HANDOUT: 20 Questions Worth Asking This Year

HANDOUT: The Governance Compass

If there is one thing I hope carries beyond the session, it is the closing idea Mark and I landed on: better questions create better conditions, and stronger connections create shared wisdom. What one district learns should not stay trapped in one district. What one province figures out should not have to be rediscovered in another. The way forward on all of this is to keep networking, keep sharing, and keep learning together.

None of us fully knows where this is going. That is exactly why the connections matter.

The image at the top of this post was generated through AI. Various AI tools were used as feedback helpers as I edited and refined my thinking.

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While the applications of generative AI in operational tasks are quickly becoming well-recognized, its potential to transform governance within school districts is equally significant. I am doing a couple workshops on this later this fall, and thinking about the governance work of Boards and how they might consider using AI to help with these important tasks.

Some specific examples include:

Supporting Communication

Whether it is email responses or graduation speeches, AI can be a support.  You may have given a version of the same speech at grad for the last 10 years; you can upload these speeches and ask for a revised modern version and suggest some new content to keep some of your key themes but make it newly relevant again.  It can also serve in the assistance of email responses with structure and build drafts that can be a starting point of revision before they are sent.

Professional Development and Knowledge Enhancement

AI can be used to summarize and recommend resources such as articles, reports, and research relevant to govenance roles, helping you stay informed on educational trends and best practices.  There might be a new provincial health report and a local one for your region. You could upload both documents and ask to have a list of similarities and differences identified between the reports and have suggested actions suggested.

Drafting and Refining Board Policies

Generative AI can assist in drafting board policy proposals or reports by producing initial drafts, summarizing legal or regulatory documents, and refining language based on specific goals or criteria. Similar policies from multiple districts can also be uploaded to identify areas that other districts have included in their policies that you may want to include in your policies.

Strategic Planning Support

AI can help during the strategic planning process by generating drafts, helping with specific wording of goals and objectives, and providing suggestions for long-term goals based on data trends. The ability of generative AI to look at large data sets and identify key aspects can be very helpful to help move away from “gut-feel” that can often take over strategic planning conversations.

Scenario Analysis

AI can simulate potential impacts of proposed policy changes (e.g., school closures or grade reconfigurations) by evaluating historical data and predicting outcomes. This can be another point of reference to the processes that lead to recommendations.

Be Good Models

Perhaps most importantly, those involved in governance can embrace a learning mindset when it comes to using generative AI, setting an example for the system by modeling the adoption of new technologies.  Political and administrative leaders in districts can also be open to how they can create policies and set directions along with staff that take important safeguards and privacy precautions but also are open to how these tools can support the work of everyone in the system.

We are at just the infancy of seeing the impact of these emerging tools.  It is crucial everyone in the system has awareness over how they will impact the system going forward.  By remaining adaptable to the evolving capabilities of AI, school districts can ensure these tools enhance our collective governance, support decision making and ultimately the overall mission of educational excellence.

At the end of my posts I explain how I used generative AI in their creation.  After drafting this post  I posted it to Chat GPT and I also posted the West Vancouver Schools Policy Book with the following prompt: Based on the policies and bylaws of West Vancouver Schools in the attached link, what are additional ways school districts could use generative AI to support their governance work beyond those I have already listed.  This prompt helped me revise and improve my post.

The image at the top of the post was generated in Chat GPT from a series of prompts related to this blog post.

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governancepictureAt this fall’s BC School Trustees Association (BCSTA) Fall Academy, recently retired Board Chair for West Vancouver Schools, Cindy Dekker, and I did a presentation on Authentic Leadership Through Ethical Governance.  The presentation for trustees and district staff broke out into three main areas: small things Boards can do that can make a big difference, key ways a superintendent can support the Board, and key ways the Board can support the superintendent.

As always, the West Vancouver School District’s story is the product of the history of community and district, and speaks to the many people who are involved. It is also important to note, Boards do have many more responsibilities, but this presentation was intended to give insights into strategies and approaches we have found successful over our last eight years working together in Board/District Leadership positions.

All presentation slides are included at the end of this post, but I would like to expand on Some Small Things That Can Make a Big Difference. Cindy and I spoke to six specific areas:

Some Little Things that Matter

Board Work Plan/Calendar – Our Board Work Plan serves as a check sheet for the work that needs to be accomplished. While it is far from an exhaustive list of the work done by the Board, as people move out of and into new roles, it helps to provide continuity. The Board Chair and I review (at least, twice per month) the Board Work Plan to ensure all items that need to come to the Board in any given month have been covered and that we are on track with our ‘regular’ work. By March, we are finalizing the calendar for the following year. From briefing meetings to committee schedules and community liaison meetings, the earlier we can have an established calendar the more respectful we can be to staff and Board members to allow them to plan their professional and personal schedules.

Regular Chair/Superintendent Meetings – While there are always texts and emails, we block out time to meet regularly, usually weekly.  The Board Chair would have her “Superintendent” list, and I would have my “Board Chair” list of items to review. While we attend many events together, regularly committing time to meet has been a very effective process.

Clear Delineation of Policies (Board) and Procedures (Superintendent) – In 2006, the Board worked with Leroy Sloan to update the Policies and Administrative Procedures in the district. The Board has 18 policies and by-laws that speak to their role in governance. The Administrative Procedures Manual, which is the responsibility of the superintendent, has more than 100-plus procedures that speak to the district’s daily operations. Of course, there are linkages between the two books and crossover between the work of the Board and the work of the superintendent, but this model does help to reaffirm roles in the organization.

Clear Superintendent Evaluation Process – Our Board uses the framework from the BCSTA for the Superintendent Performance Planning Review.  As a superintendent, having a clear view of the process is very important. With our model of policies and procedures, I have been given a high level of responsibility and, thus, should be held by the Board to a high level of accountability. In our district, all of our education staff participate in a growth plan model; our principals and vice-principals work with district staff on their growth plans and all teachers have growth plans they share with principals and colleagues. I meet with our Board three times each year to review my growth plan. I have three areas of focus — the first is from the role description that is in policy, another is based on the district’s strategic plan, and the third area of focus is personal-professional growth. I have previously blogged about my growth plan and shared it publicly here.

Strategic Planning – The Strategic Planning Process is written into policy in West Vancouver. Following a period of orientation, our Board engages in a strategic planning process. Looking ahead, this will likely be from March to June of 2015 with the goal of having a final document ready to share in the fall of 2015. There are many different models for strategic planning; the Board in West Vancouver has worked with Malcolm Weinstein, the last three terms, to support their work of building a high level of direction for the district.  Recent examples are available for 2009-11 and 2012-15 (PDF documents).

A Culture of Growth and Support – We are in the learning business and the more we can model that, the better. No matter how strong results might be, there are always opportunities to be better. The Board dedicates time at each of their meetings for school highlights. Each school has an opportunity to make a presentation during the course of the school year. Very often, this includes the sharing of new ideas and innovative approaches that are having an impact at schools. Recent highlights have included reports on outdoor learning spaces, libraries being converted to learning commons and approaches to communicating student learning that move beyond traditional report cards. Where people go, and what people talk about, speak to what organizations value — while the Board in West Vancouver places a focus on student learning, there is always a quest to find new ways to meet the needs of modern learners.

Likely, the reaction of many Board members and superintendents to this list is “nothing new there” and these, and many other little things, help Boards ensure they are high functioning. It is often these ‘little things’ that can make a huge difference. As Cindy and I both said in the presentation, “If you show us a district that is going strong, we are pretty sure you will find a Board and superintendent who are in sync and committed to doing what it takes to work together for students.”

Our full slide show is available here (if you are receiving this post via email you may need to view by going to the website):

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