Strategic Planning


 The value of a strategic plan cannot be overstated.

  1. It provides focus, direction and unity for the Board of Trustees and Head of School.
  2. It functions as a road map for evaluating current and proposed institutional and programmatic initiatives.
  3. It provides a basis for evaluating board and school leadership.  

An effectively executed strategic plan ensures:

Continuity -affirming your school’s mission and developing its vision for
the times ahead
Community Cohesion – energizing, strengthening and uniting school constituencies
around communal goals

Our success with the strategic planning process is twofold:

  1. We take into consideration the culture of the school when designing the process.
  2. We ensure that the resulting plan can be clearly implemented in a timely fashion with:
    • Clearly defined and measurable strategies for each goal
    • Timeframes for completing those strategies
    • Identified resource allocation for achieving the strategies
    • Specifically assigned responsibilities for monitoring and evaluating progress

We have led over 75 schools of all sizes and configurations through a strategic planning process. There is no “one size fits all” template.

Depending upon the specific needs and nature of our school, we can design a process ranging from one- or two-day retreats to a year long project; from one strategic planning committee to multiple task force groups. As part of the strategic plan, we also can offer community surveys, focus groups and demographic analyses.

If you are interested in exploring the options for strategic planning at your school,  please contact Matt Heersche at                    207-216-2692, or John Watson at 302-584-7782,