Transform your educational organization with forward-thinking business & financial planning.

Our strategic planning services can take your school from surviving to thriving.

Schools today are grappling with complex challenges amid a shifting educational climate.

Facing these challenges requires more than just understanding – it requires action. Strategic planning can help your school achieve a sustainable operating model that better serves your students, teachers, board, and community.

Tuition Dependency

An overwhelming 95% of colleges rely on tuition fees to operate, yet struggle with rising costs and inflation.

Enrollment Rates

With fewer high school graduates, colleges are seeing a decline in enrollment and tuition revenue.

Board Expertise

Board members are often academically savvy, but they need additional training in business & finance.

Misaligned Priorities

Schools tend to overspend on enticing students, overlooking the details that actually keep them enrolled.

Business & Financial Planning Services

Revitalize your school’s structure and processes to meet today’s educational challenges while preparing for the future.

  • Providing expert leadership support for schools facing administrative gaps.

    • 1 to 12 month term

    • Virtual or onsite support

    • Daily, weekly, or monthly management

    • Staff coaching and development

    • Preparation of financial statements

    • Initiative support and planning

  • Setting goals and crafting a 3-5 year strategic roadmap tailored to your educational institution.

    • 1 month term

    • Virtual service

    • Assessment, planning, and reviews

    • 3-5 year roadmap with sensitivity analysis and KPIs

    • Detailed project implementation tools for tracking progress

  • Tailoring your school’s staffing structure to ensure the right balance of talent and resources.

    • 1 to 3 month term

    • Virtual Service

    • Partnership with HR professional

    • Review of in-house and outsourced talent

    • Development of new models for great efficiency

  • Efficiently managing and optimizing projects from conception to completion.

    • Two phases: Project Setup & Project Implementation

    • PMP and COSO frameworks

    • Strategic analysis of project needs

    • Policy review and development

    • Financial plan creation

    • Staff competence assessment

    • Workflow and revenue enhancement

  • Analyzing administrator salaries for IRS compliance and compensation fairness.

    • 1-Month term

    • Virtual service

    • Administrator compensation analysis

    • Understanding of organization’s goals and peers

    • Industry benchmark report

    • IRS compliance recommendations and training

  • Evaluating and shaping your educational policies, procedures, and manuals.

    • 1 to 6 month term

    • Virtual Support & Weekly Meetings

    • Review of policies against best practices

    • Review of policies against local legalities

    • Creation of custom, tailored policies as needed

  • Guiding you in selecting an appropriate audit firm for your tax preparation needs.

    • 6 Week Virtual Support

    • Request For Proposal creation and interviews

    • Tax audit firm recommendations

    • Negotiation of fees and agreements

    • Initial communication with tax audit firm

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Crisis & Incident Management

Every educational organization must be ready to deal with emergencies — from natural disasters to security threats to health crises — to keep their students safe.

  • Evaluating your school’s preparedness for emergencies, including assessing safety protocols and security infrastructure.

    • 1 to 2 month virtual term

    • 3-4 days onsite training

    • Compliance with NIMs and FEMA best practices

    • Development of tools, frameworks, and processes for crisis events

    • Onsite training and preparedness

  • Analyzing and refining your educational organization’s procedures to improve efficiency and train for future processes.

    • 1 week virtual service

    • Remapping of current processes and standard operating procedures

    • Training of clients on how to evaluate and map future processes

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Alternative Revenue Development

Finding new ways to generate income strengthens your nonprofit’s financial health so you can make a bigger difference in your community.

  • Generating strategies for new sources of income while considering legal and tax aspects.

    • 1 to 3 month term

    • Virtual & onsite support

    • Financial and operational readiness assessment

    • Developing of mission-aligned revenue ideas

    • Project timelines for new revenue projects

  • Evaluating your current donor engagement strategies and fundraising practices.

    • 1 to 2 month virtual support

    • Compliance under UPMIFA

    • Development and training of philanthropic team

    • Review of approach, procedure, policies, and training

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Operational Review & Training

Ongoing training is essential for team members, especially those unfamiliar with their roles, to enhance skills and foster growth within your organization.

  • Customized training programs designed to support skill-building and career growth.

    • Assessment of candidate’s financial and operational skills

    • Feedback on resume, cover letter, contract, and benefits

    • Negotiation and legal support

    • Customizable depending on candidate’s needs

  • Reviewing and streamlining current processes to boost your nonprofit’s operational efficiency.

    • 1 week virtual service

    • Remapping of current processes and standard operating procedures

    • Training of clients on how to evaluate and map future processes

  • Analyzing the roles, responsibilities, and structure of your school’s operational staff.

    • In-depth assessment report

    • Revised job descriptions

    • Revised organizational structure

    • Compensation analysis

    • 2-5 days of onsite support

  • Streamlining decision-making processes and building a clear team structure for better collaboration.

    • Internal controls, processes, and policies assessment

    • Review and increase the efficiency of team and/or business processes

    • 3-4 weeks of virtual support

  • Examining the IT tools your school uses to ensure they meet your needs effectively.

    • Assessment of current IT tools

    • IT recommendations for cost and efficiency

    • 1-3 months of virtual and onsite support

Get Started

  • David’s work made a huge impact on our school.

    He brought a wealth of knowledge, experience and support to an administration and board in transition. He jumped in, asked the right questions and really took the time to get to know the intricacies of our school. He was a real thought partner in a number of areas including financial modeling, forecasting, fee structure, expense reduction and other untapped avenues for generating income.

    — CFO of an Independent School

Happy high school principal greeting mother and her teenage daughter at his office.

Build a brighter future in education with a strategic business plan.

Imagine launching innovative programs at your school, forming a board of skilled members, and boosting revenue without depending on higher tuition or more enrollments. 

With a strategic business plan, you can do all of this.

We’ll work together to diversify revenue streams, fine-tune operational policies, and boost your school’s performance all while cultivating a thriving learning environment.

It’s time to take a proactive approach to your school’s financial & business planning.

Start with one of our complimentary services tailored to your educational organization.

Project Management

Analyze organizational needs and outline a comprehensive project roadmap

Process Mapping

Analyze a key organizational process and uncover opportunities for improvement. 

Crisis Management

Analyze your organization’s crisis readiness and get clarity on the path forward