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Because one of my readers took the time to post a thoughtful comment to my post entitled "5 Reasons I am Not Upgrading to Windows 8 at This Time," I felt the need to clarify my reasoning as to why a Windows 8 upgrade is not in my picture. Because my explanation is longer than the comment-reply feature can handle, I include it here.

You have my apologies for your disappointing experience with this post, but my target for this post was clearly Windows 8 and my own experience and decision not to upgrade at this time, because everything I read about the new OS indicates that it would be a poor purchase decision for me. Like everyone else, before I spend my money on devices and new operating systems, I turn to the web for information, and in this case I did. Like the web link I included in the original post, article after article indicated to me that upgrading to Windows 8 with my current devices would not be a wise decision. All of the information I have says it was designed for "touchscreen" devices, and that those who purchased it, and were trying to use the OS with a mouse and keyboard, were finding the experience miserable at best. In the interest of fairness though, I am going to change the title of that post slightly to simply read, “5 Reasons I’m Not Upgrading to Windows 8 at This Time,” and I will do a follow up post listing all the resources that led me to make that decision not to upgrade.

It is true, I have not physically tried Windows 8, but that does not mean I can't use the experiences of others to make a judgment on whether the OS it right for me. All consumers do this. I have no testing budget for the software and hardware I describe on this blog, so that means, like any consumer, I can't just rush out and buy every new OS, software platform, or device that comes along "and try it for the sake of being a good leader."  I can and will continue to share both my experiences, and the resources that I can to help others make decisions best for their particular circumstances. In this case, the best decision I can make, with the information I have, is not to upgrade to Windows 8 at this time.

As I mentioned in the above post, I also ran the compatibility utility available from Microsoft as well, and there were way too many "driver incompatibilities" as well. The last time I did an operating system upgrade, I spent an entire day finding compatible drivers. My decision right now is based on the fact that I would have to spend a great deal of time trying find compatible drivers for things like my laptop’s Bluetooth interface, DVD burner, and several other onboard hardware devices.  There were just too many devices in the list that would force me to search the web for Windows 8 compatible devices, and that does not weigh to well against the minimal gains I might get from upgrading. Perhaps in a few months, when Microsoft has had time to work out the bugs, I can reconsider, but my laptop is running smoothly right now. If Microsoft wants me to upgrade, it is up to them to create a product that doesn't change that, and part of that is ensuring that the transition to their new products is a smooth one.

As for the need for a "consistent experience across Windows devices"? I don't need that experience, because I only have one device with Windows, my laptop.  I have recently purchased three Android tablet and e-reader devices, so I am very unlikely to purchase a Windows tablet. I also do not have plans to purchase a Windows phone. This means I have no “Windows devices on which to have a consistent experience,” so that selling point does not work for me.

Anyone can clearly see from my blog that I am willing to try new and different devices and software systems, so you could hardly accuse me of advocating for "stagnation." Choosing not to upgrade to Windows 8 at this time and sharing that decision with my readers does not mean that I am trying to advocate for anything other than informing those who might be in my same situation, that a Windows 8 upgrade might not be in their best interest.

I would love to try Windows 8, but unfortunately, because of the way Microsoft has engineered this new operating system, for me to do so, I would have to purchase a new device to fully experience it the way designers intended, and I don’t have the kind of resources to rush out and purchase a new tablet or a touchscreen computer to sample that experience.

Does any of this mean I will not upgrade in the future? No, but if I do, it will be because the software meets my needs, not because it is latest thing out there. From my perspective, leadership isn't about avoiding stagnation; those who do so, often find themselves only trendy and ineffective leaders who pursue the flavor of the week. Leadership for me is about making wise decisions using the best available information out there, and in this case, at this time, the best information is telling me to avoid a Windows 8 Upgrade at this time.

“Innovation? We don’t want no stinking innovation,” would perhaps accurately describe many of our educational institutions, including K-12 public education organizations. We’ve all worked in those schools and districts where rules, policies, processes, and procedures mattered more than the people. These same schools literally fight to preserve “the way we do things” to the point of exterminating any thoughts of doing things differently. Then we wonder why our particular schools or districts fail to be innovative.

According to Ken Segall in Insanely Simple: The Obsession That Drives Apple’s Success, “When process is king, ideas will never be.” Segall’s assertion is that Apple’s success is based on a company culture where creativity is recognized as vital to the organization. While I recognize the limitations of forcing business thinking on a for-purpose organization like public schools, it does not stop me from asking the question, “Why can’t we create schools where people and ideas matter more than rules, policies and procedures?”


According to Segall, the problem most companies face is that “their processes have become so institutionalized, they’re incapable of altering their own behavior---even if the benefits of the change are staring them right in the face.” As a 20-plus year veteran educator, I can't count how many times have I run head-on into policy, procedures, and rules when wanting to try something innovative and new. These “institutionalized ways of doing things” were thrown into my face by well-meaning administrators and colleagues, but the effects were, “You’re out of line to suggest such things, so get with the program."

Over the course of my career, this “institutionalized-barrier to innovation and ideas” has manifested itself many times, and over the course of years, if you're like me, you eventually become tired of fighting the system, so you just do what you're told, how you’re told to do it. You then pass this same institutionalized-thinking to your students with the admonition that we're told to do it this way, so get used to it. In the end, nothing is changed, because the school culture is one where innovation and new ideas are quickly stifled.


But things do not have to be that way. As Ken Segall states:

“You can build an organization that recognizes the needs of creativity. You can become a steward of creative thinking and become its greatest advocate. You can become skilled in recognizing when a process is more likely to kill a good idea than it is to promote it.”

There is hope that 21st century school leaders can foster in their schools and districts the kinds of cultures that value and cultivate creativity and new ideas. Our schools can become the kinds of institutions that make creativity and innovation a priority, which is vital to their survival as 21st century institutions.

What then can we do as school leaders today to perhaps begin to shape our schools and districts into cultures where ideas and innovation really matter more than rules, policies, processes and procedures? Perhaps here's some starting points for answers to that question.

• Audit your school culture with your entire staff and see where your school or district lies within the continuum of institutionalized creativity and innovation. Use surveys, informal conversations with all stakeholders, and intense self reflection as your tools to find out if “Your school is one where processes and procedures matter more than creativity and new ideas." This is an attempt at honest reflection and data gathering, but keep it simple. It will start the conversation about how your school and district really values creativity and innovation. Schools that have heavily institutionalized barriers to creativity and innovation will find those barriers rather quickly, but they will be harder to modify or dismantle. Those schools that have more subtle blocks to creativity and innovation will have a more difficult time finding those issues, but might have a stronger basis to start with. Simple, honest, self-reflection is the starting point of finding whether your school or district stifles creativity or innovation or whether it values it.
• Once the institutionalized barriers to innovation and creativity have been identified, look for ways to change, modify, work-around, or remove those barriers. I am not speaking of violating policies or breaking laws. As a school leader in 21st century schools or districts, we must become skilled at dealing effectively with those things within, and without, our organizations that prevent innovative and creative thinking. Sometimes, changing a policy or procedure is as simple as re-writing it. Other times, we may have to fight before school boards, legislatures, and politicians to change those onerous regulations that are major stumbling blocks to innovations. Other times, we can find ways around these barriers that allow for the creativity and innovation we seek without breaking the law or violating policy. School leaders have to have to courage to challenge the status quo, and of course the graciousness to realize when they’ve lost, and determine to fight the battle again on another day. Those barriers preventing teachers from being creative need to be dealt with, and courageous 21st century school leaders do just that.
• Become the caretaker of innovation and creativity in your school or district. This means keeping an eye out for innovative solutions and ideas. It means recognizing those when they happen and making sure those innovations and creative ideas are carefully cultivated and protected. It means being ever vigilant that creativity and innovation are valued within your school organization and that institutionalized practice does not hinder these things.

It has been pointed out many times that schools and school districts are notoriously resistant to change. Creativity and innovation are often not valued and many schools and school districts actively stifle those things. It is important that 21st century school leaders do not find themselves on the side that protects rules, policies, and procedures at the expense of people and ideas. True 21st century leadership begins when there's a willingness and courage enough to be advocates for innovation and creativity.