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Holistic Education

                   Vision 2030

                       ICC




Confidential
Why Holistic Education

     ….’it is easy enough to see that all through our lives we are faced with the task
     of reconciling opposites which, in logical thought, cannot be reconciled.
     ….How can one reconcile the demands of freedom and discipline in education?
     Countless mothers and teachers, in fact, do it, but no-one can write down a
     solution. They do it by bringing into the situation a force that belongs to a
     higher level where opposites are transcended – the power of love….

     G.N.M Tyrell has put forward the terms ‘divergent’ and ‘convergent’ to
     distinguish problems which cannot be solved by logical reasoning from those
     which can………….Convergent problems are man’s most useful invention;
     they do not, as such, exist in reality, but are created by a process of abstraction.
     When they have been solved, the solution can be written down and passed
     onto others, who can apply it without needing to reproduce the mental effort
     necessary to find it………..Divergent problems, as it were, force man to strain
     himself to a level above himself; they demand, and thus provide the supply of,
     forces from a higher level, thus bringing love, beauty, goodness and truth into
     our lives. It is only with the help of these higher forces that the opposites can
     be reconciled in the living situation.

Confidential
Why Holistic Education (continued)

     …The physical sciences and mathematics (as practiced today) are concerned
     exclusively with convergent problems. That is why they can progress
     cumulatively, and each generation can begin just where their forbears left off.
     The price, however, is a heavy one. Dealing exclusively with convergent
     problems does not lead into life but away from it. …

     …. All divergent problems can be turned into convergent problems by a
     process of ‘reduction’. The result, however, is the loss of all higher forces to
     ennoble human life, and the degradation not only of the emotional part of our
     nature, but also, …of our intellect and moral character. The signs are
     everywhere visible today….

     The true problem of living – in politics, economics, education, marriage etc. –
     are always problems of overcoming or reconciling opposites. They are
     divergent problems and have no solution in the ordinary sense of the word.
     They demand of man not merely the employment of reasoning powers but the
     commitment of his WHOLE personality. …
     - Quoted from ‘Small is Beautiful’ by E.F.Schumacher

Confidential
Holistic Education – The Mandate

        Children of today will form the generation of tomorrow, custodians of the
         world we leave behind

        Children need to be alive to their true potential at the early age before they
         are conditioned into wrong notions, ideas and worldviews

        Educational Institutions of today focus on numeracy and literary, but not
         character formation in a holistic sense

        The Holistic Education Program seeks to provide an induction into a
         balanced, inclusive and compassionate worldview to its recipients, that
         will serve a cause including but beyond the personal self

        The Curriculum will distil the best of eastern and western heritage, wisdom
         and experiential learning, contextualized for and updated with the 21st
         century events and state of the world


Confidential
What is Holistic Education

     Education, in the larger sense of the term is about building human
     character and capabilities that enable the realization of the full
     potential of our ourselves and our civilization. Holistic Education is
     that which serves the ‘Whole Personality’ of the recipient, which
     includes:
      The Body or Physical Faculty

      The Mind or Intellectual Faculty

      The Heart-Soul or Spiritual Faculty



     While education in the sense above applies to people of all ages and
     walks of life, this presentation focuses on the ‘primary education’ as
     applies to ‘first time’ recipients




Confidential
Holistic Education – Structural Components

                                    Aspects of Human Personality
                         Body                Mind                 Heart
Nature of        Nutrition            Comprehension       Values
inputs           Physical activity    Knowledge           Aesthetics
                 Energetic activation Informational input Wisdom input

Skill/ Quality   Optimum Health        Mental Agility       Moral intelligence
achieved         Physical Fitness      Deep curiosity       Appreciation of
                 Balance and Poise/    Info Processing      beauty and Truth
                 Kinesthetic           quality and          Emotional Mastery
                 Intelligence          Learnability

Impact on        Better health,        Greater creativity    Higher mutual
society          vitality. Lesser      and innovation.       respect, compassion
                 healthcare costs      Lesser cost of rework and harmony. Lesser
                                                             costs of conflict and
                                                             corruption
Confidential
An examination of the ‘As Is’: Body Inputs


                                                  Aspects of Human Personality
                                              Body           Mind            Heart
                            Nature of   Nutrition      Comprehension Values
                            inputs      Physical       Knowledge       Aesthetics
                                        activity       Informational Wisdom
                                        Energetic      input
                                        Activation




      The Body Inputs offered today are mainly in the Sports and physical
      exercise arena. There is virtually no care and attention on quality of
      food inputs. Parents and teachers , afflicted by the consumerist culture
      as they are , unfortunately know no better. The practices of ‘Subtle’
      Body practices such as Yoga, Pranayama, Tai-chi which restore inner
      energy balance, are virtually unknown to most children, mainly
      because their elders do not practice themselves. The Body Mind
      connection is at best weakly felt, and at worst unknown
Confidential
An examination of the ‘As Is’: Mind Inputs


                                                  Aspects of Human Personality
                                              Body           Mind            Heart
                            Nature of   Nutrition      Comprehension Values
                            inputs      Physical       Knowledge       Aesthetics
                                        activity       Informational Wisdom
                                        Energetic      input
                                        Activation




      The Mind Inputs in contemporary education are fairly
      sophisticated and effective, though mostly for the Left Brain.
      Technology has helped improve both content and
      dissemination processes on a continuous basis. The only
      constraints in the Mind Input domain will be the quality of
      parental involvement in the children’s formative phase, the
      quality of available teachers, and a moral compass that
      determines what is the ‘Right Thing’ to do.

Confidential
An examination of the ‘As Is’: Heart Inputs


                                                  Aspects of Human Personality
                                              Body           Mind            Heart
                            Nature of   Nutrition      Comprehension Values
                            inputs      Physical       Knowledge       Aesthetics
                                        activity       Informational Wisdom
                                        Energetic      input
                                        Activation




      The Heart / Soul inputs are virtually non-existent in our
      educational system. Except a few curricular items such as Art,
      Crafts and Literature, the overwhelming focus is on the Left Brain,
      more so because of future career option correlations. As far as
      values and wisdom inputs go, it is not difficult to see that the
      child’s chances of receiving anything meaningful here is directly
      linked to the ‘value’ index of the society he grows up in. In the
      absence of emotional maturity and awareness, analytical
      intelligence is highly prone to be misguided
Confidential
‘As Is’ Conclusions

         Inordinate focus on the ‘Left Brain’ aspect of Mind
         Standalone educational inputs can only go so far, unless
          complemented by a shift in the nature of parents, teachers and
          fellow students. In other words, the overall culture evolves through
          the dynamic interplay of the individual and the collective.
         While body, mind and heart inputs have a lot of individual merit, it
          is only as a combination of ‘Whole Personality’ that they multiply in
          effectiveness

                                                              Body
                                                     Mind

                         Collective                         Heart
         Individual
                         ‘Cultural’
           Intent
                          Climate

                                                     Whole Personality


Confidential
The ‘To Be’ Holistic Education System (HES) – A formulation

        Conceive of the HES both as a noun and a verb, each with three aspects or
         dimensions
        As a noun, the three dimensions are: the impersonal or ‘It’, the inter-
         personal or ‘We’ and the personal or ‘I’. The impersonal ‘It’ comprises
         technical aspects such as effectiveness and efficiency of the HES – the
         objective reality out there. The interpersonal ‘We’ realm comprises relational
         aspects such as trust and solidarity– the culture of the HES which is an inter-
         subjective thing. The personal ‘I’ realm comprises psychological aspects such
         as happiness and fulfillment of each stakeholder – the subjective domain
         within the student, the parent and the teacher
        As a verb, the three dimensions are: the ‘having’ or results dimension, the
         ‘doing’ or process dimension, and the ‘being’ or infrastructure dimension.
         Achieving or having specific results such as marks or performance requires
         behaving or doing things in a certain way that produces such results, and
         behaving in such ways requires being the type of person capable of such
         behavior or action. Thus, the highest leverage comes from becoming the
         person or organization capable of behaving in the way that produces
         results.
        .
Confidential
HES Architecture – a 3x3 superposition of the Noun and Verb


                         Holistic Education System Map
            Noun (I)                (We)               (It)
     Verb        Individual         Relationship       Task
                 Personal           Interpersonal      Impersonal
     (Have)      Whole personality  Connectedness,     Optimal cost of
     Result      formation and      Belonging and      education, sustainability
     Product     growth             solidarity amongst of HES
                                         stakeholders
     (Do)          Full engagement       Healthy interactions   Holistic Education
     Behaviour     with, commitment      of learning,           Process catering to
     Process       to, and participation evaluation and         body, mind and heart
                   with the HES          cooperation            aspects of all
                                                                stakeholders
     (Be)          Personal Values of    Culture/ Shared        An organizational
     Infra         openness, curiosity   values of              infrastructure that caters
     Platform      and wonder            collaboration,         to both quality (depth)
                                         mutuality and          and quantity (width)
                                         integrity

Confidential
The ‘It’ Platform (Entity)


     Two options of structuring the entity to build and run HES
      A Government owned enterprise which draws upon the world’s

       best talent to run the show (Singapore Model)
      A PPP venture that is jointly owned and managed, and draws upon

           •   The Government for Hard Infrastructure Provisioning, umbrella
               sponsorship and influence resources for socio-economic facilitation
           •   The Private enterprise for ‘Business Management’ of the entity with
               qualified goals of ‘Return’ and Output accountability


        The HES Board will draw upon the world’s wisdom and expertise in an
         open, non-proprietary manner .
        The HES will cater to three key stakeholder bases of the educational system,
         each of which are incomplete without the other two: students, parents and
         teachers.
        The HES will have both a physical and virtual presence in its earmarked
         domain of influence, which will eventually be borderless

Confidential
The ‘It’ Platform (HES Org Structure)



                                    HES BOARD




                               STAKEHOLDER
               FACULTY                                      INFRA MGMT
                               RELATIONSHIPS

               See next         •    Outcome metrics        •   Facilties
               slide for             for the ‘I’ and ‘We’   •   IT Platform
               detailed              columns                •   HR
               structure and    •    Admissions             •   Finance
               mandate          •    Ongoing contact        •   Legal
                                     management             •   Compliance
                                •    Evangelization &
                                     media
                                •    Academic
                                     relationships

Confidential
The ‘It’ Platform (Delivery Organization)

                                                     Each Faculty Unit will
                                                     be responsible for:
                         PARENT FOCUSED              1. Curriculum Design
                                                         for




                                           FACULTY
                               FACULTY
               FACULTY



                                                         a. Child
                                                         b. Teacher
                                                         c. Parent
                                                     2. Teaching
                          CHILD FOCUSED
                                                     3. Learning Outcomes
                                                     4. Global benchmark
                                           HEART
                               MIND
               BODY




                                                        management
                                                     5. Continuous
                                                        evolution of both
                         TEACHER FOCUSED                curricular product
                                                        and process (1&2)




Confidential
The ‘It’ Process

        Learning materials (Content) will be prepared and designed
         leveraging sources of similarly inspired initiatives, though not
         necessarily limited to them
           •   Rudolf Steiner’s Waldorf Education System
           •   A.S. Neill’s Summerhill Model
           •   Dee Dickinson’s Whole System Learning / New Horizons
           •   www.feeleez.com
        The following processes will be defined for each recipient segment
         (child, teacher, student) with room for mass customization
           •   Instruction and Evaluation
           •   Ongoing connection and mentorship
        These processes will leverage both the physical and digital medium
         to optimize cost, reach, time and effectiveness
        The processes will embrace both theory, practice and application
         components to make for holistic learning and assimilation


Confidential
The ‘It’ Product

        The HES offering will be positioned as a ‘social upliftment service’ and will
         solicit the active participation and contribution from various segments of
         society
        A multi-tiered pricing policy will be adopted, so that recipients pay as per
         their capacity to pay, subject to some overall guidelines
        A separate offering will be designed for the socially marginalized sections
         who have missed out on primary education. This offering will be made
         available to ‘first time recipient’ adults in a compressed form
        It is envisaged that the HES offering can be offered both as
           • A standalone version owned by HES
           • Affiliate versions where HES works with existing schools to
               complement and enrich their current curricular structures
           • Parents and teachers will have the opportunity of receiving ‘part time’
               weekend based curricular packages
        Once the content and curricular structures and processes become
         mature, a ‘Franchise’ model can be adopted for reach and scalability


Confidential
The ‘I’ and ‘We’ Outcome measures


        ‘I’ Column : Multi-intelligence quotient of all recipients
           •   Linguistic                            Think SAT – Classic IQ
           •   Logical-mathematical
           •   Musical
           •   Bodily- Kinesthetic
           •   Spatial
           •   Interpersonal
                                                     Emotional Intelligence
           •   Intra-personal


        ‘We’ Column: Social GNH (Gross National Happiness) metrics
           •   Domestic violence
           •   Divorces
           •   Crime
           •   Public Health (Mental and Physical)
           •   Delinquency and Addictions

Confidential
Next Steps


        Find an ‘executive sponsor’ for the HES initiative
        Constitute a management task force for the HES initiative, including
         academicians, education scientists, political sponsors, mind-body
         practitioners, systems theorists, nutritionists, behavioural scientists,
         child developmental psychologists, global think tanks, business
         management professionals
        Conduct a ‘market survey’ to evaluate demand and supply side
         readiness
        Create a Detailed Strategic Plan for constitution and implementation
        Create a financial plan with a 20 year horizon, where ‘return’ is
         measured both in financial and non-financial terms, in line with
         outcome measures defined earlier




Confidential

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Holistic education

  • 1. Holistic Education Vision 2030 ICC Confidential
  • 2. Why Holistic Education ….’it is easy enough to see that all through our lives we are faced with the task of reconciling opposites which, in logical thought, cannot be reconciled. ….How can one reconcile the demands of freedom and discipline in education? Countless mothers and teachers, in fact, do it, but no-one can write down a solution. They do it by bringing into the situation a force that belongs to a higher level where opposites are transcended – the power of love…. G.N.M Tyrell has put forward the terms ‘divergent’ and ‘convergent’ to distinguish problems which cannot be solved by logical reasoning from those which can………….Convergent problems are man’s most useful invention; they do not, as such, exist in reality, but are created by a process of abstraction. When they have been solved, the solution can be written down and passed onto others, who can apply it without needing to reproduce the mental effort necessary to find it………..Divergent problems, as it were, force man to strain himself to a level above himself; they demand, and thus provide the supply of, forces from a higher level, thus bringing love, beauty, goodness and truth into our lives. It is only with the help of these higher forces that the opposites can be reconciled in the living situation. Confidential
  • 3. Why Holistic Education (continued) …The physical sciences and mathematics (as practiced today) are concerned exclusively with convergent problems. That is why they can progress cumulatively, and each generation can begin just where their forbears left off. The price, however, is a heavy one. Dealing exclusively with convergent problems does not lead into life but away from it. … …. All divergent problems can be turned into convergent problems by a process of ‘reduction’. The result, however, is the loss of all higher forces to ennoble human life, and the degradation not only of the emotional part of our nature, but also, …of our intellect and moral character. The signs are everywhere visible today…. The true problem of living – in politics, economics, education, marriage etc. – are always problems of overcoming or reconciling opposites. They are divergent problems and have no solution in the ordinary sense of the word. They demand of man not merely the employment of reasoning powers but the commitment of his WHOLE personality. … - Quoted from ‘Small is Beautiful’ by E.F.Schumacher Confidential
  • 4. Holistic Education – The Mandate  Children of today will form the generation of tomorrow, custodians of the world we leave behind  Children need to be alive to their true potential at the early age before they are conditioned into wrong notions, ideas and worldviews  Educational Institutions of today focus on numeracy and literary, but not character formation in a holistic sense  The Holistic Education Program seeks to provide an induction into a balanced, inclusive and compassionate worldview to its recipients, that will serve a cause including but beyond the personal self  The Curriculum will distil the best of eastern and western heritage, wisdom and experiential learning, contextualized for and updated with the 21st century events and state of the world Confidential
  • 5. What is Holistic Education Education, in the larger sense of the term is about building human character and capabilities that enable the realization of the full potential of our ourselves and our civilization. Holistic Education is that which serves the ‘Whole Personality’ of the recipient, which includes:  The Body or Physical Faculty  The Mind or Intellectual Faculty  The Heart-Soul or Spiritual Faculty While education in the sense above applies to people of all ages and walks of life, this presentation focuses on the ‘primary education’ as applies to ‘first time’ recipients Confidential
  • 6. Holistic Education – Structural Components Aspects of Human Personality Body Mind Heart Nature of Nutrition Comprehension Values inputs Physical activity Knowledge Aesthetics Energetic activation Informational input Wisdom input Skill/ Quality Optimum Health Mental Agility Moral intelligence achieved Physical Fitness Deep curiosity Appreciation of Balance and Poise/ Info Processing beauty and Truth Kinesthetic quality and Emotional Mastery Intelligence Learnability Impact on Better health, Greater creativity Higher mutual society vitality. Lesser and innovation. respect, compassion healthcare costs Lesser cost of rework and harmony. Lesser costs of conflict and corruption Confidential
  • 7. An examination of the ‘As Is’: Body Inputs Aspects of Human Personality Body Mind Heart Nature of Nutrition Comprehension Values inputs Physical Knowledge Aesthetics activity Informational Wisdom Energetic input Activation The Body Inputs offered today are mainly in the Sports and physical exercise arena. There is virtually no care and attention on quality of food inputs. Parents and teachers , afflicted by the consumerist culture as they are , unfortunately know no better. The practices of ‘Subtle’ Body practices such as Yoga, Pranayama, Tai-chi which restore inner energy balance, are virtually unknown to most children, mainly because their elders do not practice themselves. The Body Mind connection is at best weakly felt, and at worst unknown Confidential
  • 8. An examination of the ‘As Is’: Mind Inputs Aspects of Human Personality Body Mind Heart Nature of Nutrition Comprehension Values inputs Physical Knowledge Aesthetics activity Informational Wisdom Energetic input Activation The Mind Inputs in contemporary education are fairly sophisticated and effective, though mostly for the Left Brain. Technology has helped improve both content and dissemination processes on a continuous basis. The only constraints in the Mind Input domain will be the quality of parental involvement in the children’s formative phase, the quality of available teachers, and a moral compass that determines what is the ‘Right Thing’ to do. Confidential
  • 9. An examination of the ‘As Is’: Heart Inputs Aspects of Human Personality Body Mind Heart Nature of Nutrition Comprehension Values inputs Physical Knowledge Aesthetics activity Informational Wisdom Energetic input Activation The Heart / Soul inputs are virtually non-existent in our educational system. Except a few curricular items such as Art, Crafts and Literature, the overwhelming focus is on the Left Brain, more so because of future career option correlations. As far as values and wisdom inputs go, it is not difficult to see that the child’s chances of receiving anything meaningful here is directly linked to the ‘value’ index of the society he grows up in. In the absence of emotional maturity and awareness, analytical intelligence is highly prone to be misguided Confidential
  • 10. ‘As Is’ Conclusions  Inordinate focus on the ‘Left Brain’ aspect of Mind  Standalone educational inputs can only go so far, unless complemented by a shift in the nature of parents, teachers and fellow students. In other words, the overall culture evolves through the dynamic interplay of the individual and the collective.  While body, mind and heart inputs have a lot of individual merit, it is only as a combination of ‘Whole Personality’ that they multiply in effectiveness Body Mind Collective Heart Individual ‘Cultural’ Intent Climate Whole Personality Confidential
  • 11. The ‘To Be’ Holistic Education System (HES) – A formulation  Conceive of the HES both as a noun and a verb, each with three aspects or dimensions  As a noun, the three dimensions are: the impersonal or ‘It’, the inter- personal or ‘We’ and the personal or ‘I’. The impersonal ‘It’ comprises technical aspects such as effectiveness and efficiency of the HES – the objective reality out there. The interpersonal ‘We’ realm comprises relational aspects such as trust and solidarity– the culture of the HES which is an inter- subjective thing. The personal ‘I’ realm comprises psychological aspects such as happiness and fulfillment of each stakeholder – the subjective domain within the student, the parent and the teacher  As a verb, the three dimensions are: the ‘having’ or results dimension, the ‘doing’ or process dimension, and the ‘being’ or infrastructure dimension. Achieving or having specific results such as marks or performance requires behaving or doing things in a certain way that produces such results, and behaving in such ways requires being the type of person capable of such behavior or action. Thus, the highest leverage comes from becoming the person or organization capable of behaving in the way that produces results.  . Confidential
  • 12. HES Architecture – a 3x3 superposition of the Noun and Verb Holistic Education System Map Noun (I) (We) (It) Verb Individual Relationship Task Personal Interpersonal Impersonal (Have) Whole personality Connectedness, Optimal cost of Result formation and Belonging and education, sustainability Product growth solidarity amongst of HES stakeholders (Do) Full engagement Healthy interactions Holistic Education Behaviour with, commitment of learning, Process catering to Process to, and participation evaluation and body, mind and heart with the HES cooperation aspects of all stakeholders (Be) Personal Values of Culture/ Shared An organizational Infra openness, curiosity values of infrastructure that caters Platform and wonder collaboration, to both quality (depth) mutuality and and quantity (width) integrity Confidential
  • 13. The ‘It’ Platform (Entity) Two options of structuring the entity to build and run HES  A Government owned enterprise which draws upon the world’s best talent to run the show (Singapore Model)  A PPP venture that is jointly owned and managed, and draws upon • The Government for Hard Infrastructure Provisioning, umbrella sponsorship and influence resources for socio-economic facilitation • The Private enterprise for ‘Business Management’ of the entity with qualified goals of ‘Return’ and Output accountability  The HES Board will draw upon the world’s wisdom and expertise in an open, non-proprietary manner .  The HES will cater to three key stakeholder bases of the educational system, each of which are incomplete without the other two: students, parents and teachers.  The HES will have both a physical and virtual presence in its earmarked domain of influence, which will eventually be borderless Confidential
  • 14. The ‘It’ Platform (HES Org Structure) HES BOARD STAKEHOLDER FACULTY INFRA MGMT RELATIONSHIPS See next • Outcome metrics • Facilties slide for for the ‘I’ and ‘We’ • IT Platform detailed columns • HR structure and • Admissions • Finance mandate • Ongoing contact • Legal management • Compliance • Evangelization & media • Academic relationships Confidential
  • 15. The ‘It’ Platform (Delivery Organization) Each Faculty Unit will be responsible for: PARENT FOCUSED 1. Curriculum Design for FACULTY FACULTY FACULTY a. Child b. Teacher c. Parent 2. Teaching CHILD FOCUSED 3. Learning Outcomes 4. Global benchmark HEART MIND BODY management 5. Continuous evolution of both TEACHER FOCUSED curricular product and process (1&2) Confidential
  • 16. The ‘It’ Process  Learning materials (Content) will be prepared and designed leveraging sources of similarly inspired initiatives, though not necessarily limited to them • Rudolf Steiner’s Waldorf Education System • A.S. Neill’s Summerhill Model • Dee Dickinson’s Whole System Learning / New Horizons • www.feeleez.com  The following processes will be defined for each recipient segment (child, teacher, student) with room for mass customization • Instruction and Evaluation • Ongoing connection and mentorship  These processes will leverage both the physical and digital medium to optimize cost, reach, time and effectiveness  The processes will embrace both theory, practice and application components to make for holistic learning and assimilation Confidential
  • 17. The ‘It’ Product  The HES offering will be positioned as a ‘social upliftment service’ and will solicit the active participation and contribution from various segments of society  A multi-tiered pricing policy will be adopted, so that recipients pay as per their capacity to pay, subject to some overall guidelines  A separate offering will be designed for the socially marginalized sections who have missed out on primary education. This offering will be made available to ‘first time recipient’ adults in a compressed form  It is envisaged that the HES offering can be offered both as • A standalone version owned by HES • Affiliate versions where HES works with existing schools to complement and enrich their current curricular structures • Parents and teachers will have the opportunity of receiving ‘part time’ weekend based curricular packages  Once the content and curricular structures and processes become mature, a ‘Franchise’ model can be adopted for reach and scalability Confidential
  • 18. The ‘I’ and ‘We’ Outcome measures  ‘I’ Column : Multi-intelligence quotient of all recipients • Linguistic Think SAT – Classic IQ • Logical-mathematical • Musical • Bodily- Kinesthetic • Spatial • Interpersonal Emotional Intelligence • Intra-personal  ‘We’ Column: Social GNH (Gross National Happiness) metrics • Domestic violence • Divorces • Crime • Public Health (Mental and Physical) • Delinquency and Addictions Confidential
  • 19. Next Steps  Find an ‘executive sponsor’ for the HES initiative  Constitute a management task force for the HES initiative, including academicians, education scientists, political sponsors, mind-body practitioners, systems theorists, nutritionists, behavioural scientists, child developmental psychologists, global think tanks, business management professionals  Conduct a ‘market survey’ to evaluate demand and supply side readiness  Create a Detailed Strategic Plan for constitution and implementation  Create a financial plan with a 20 year horizon, where ‘return’ is measured both in financial and non-financial terms, in line with outcome measures defined earlier Confidential