The strategic plan template that stays connected to delivery
Most school strategic plans are written well and then filed. The value is not the document, it is keeping the board's view of progress and risk attached to it through the year.
EthosOne's free Strategic Plan Pack gives you a strategic plan template, an objectives and KPI tracker, and a board-ready one-page summary, so strategy is set, tracked and reported against rather than revisited only when the next plan is due.
What goes in a school strategic plan?
A short statement of purpose and direction, a handful of strategic priorities, the objectives and measures under each, and the owner and timeframe for delivery. The template keeps it tight, because a plan with fifty objectives is a plan with none.
The objectives tracker then carries each priority into measurable KPIs, so progress is visible between board meetings rather than assessed at the end of the cycle.
Strategic plan template
Purpose, priorities, objectives and measures in a tight structure.
Objectives and KPI tracker
Each priority carried into measures with owners and timeframes.
One-page board summary
Progress against strategy the board can read at a glance.
How does strategy connect to risk and the board?
Strategy and risk are two sides of the same decision: every priority carries risks to its delivery, and the board should see both together. The summary in the pack puts progress and the risks to that progress on one page, so the board governs the plan rather than receiving an annual report on it.
In EthosOne the strategic plan links to the live risk register and board reporting, so the risks to each objective travel with it and surface in the board pack automatically.
Frequently asked questions
Is the strategic plan pack free?
Yes. The Strategic Plan Pack is a free download for independent schools.
How long should a school strategic plan be?
Short enough to act on, a few priorities with clear objectives and measures. The template is built to resist the sprawl that makes plans unusable.
How do we keep the plan alive between board meetings?
Use the objectives tracker to report progress each cycle. In EthosOne the plan links to live KPIs and risk, so the board sees movement and threats to delivery continuously.
Your strategic plan on a page, with capital tied to objectives
Download the Strategic Plan and Capital Pack: a strategic-plan-on-a-page template and a capital project tracker that ties every project to the objective it serves and rolls up to a board view. Built for independent schools. Free.