School strategic planning template and sample plan
Mission to activity to KPI, in one cascade.
School Strategic Plan Template, free for independent schools.
A strategic plan that holds together from the first sentence to the last review date. Three sentences on the Strategy tab say who the school is for and what the values rule out. Objectives on the Plan tab carry the activities, each with a KPI, a baseline, a target, a target date and an accountable role. The RASCI tab counts how many activities one person is carrying, and the One page tab puts the whole plan on a sheet the board can read.
Three files in one zip: Strategic-Plan.xlsx, the working document with a worked example beside your own; How-to-use-the-Strategic-Plan.pdf, four pages that take a leadership team through it in one sitting; and What-next-EthosOne-Strategy-and-Improvement.pdf, four pages on what the same work looks like when it runs live in EthosOne.
Mission to activity to KPI, in one cascade.
Free Strategic Plan for independent schools: Strategic-Plan.xlsx with a worked example, a four-page How-to and the What-next brochure for EthosOne Strategy and Improvement. Mission to activity to KPI, in one cascade.
Your details stay in Australia. We email you the files, then occasional governance updates you can stop at any time.
What is in the pack
- Excel
Strategic-Plan.xlsxStrategy, Plan and RASCI tabs, each with a worked example beside your own.
- PDF
How-to-use-the-Strategic-Plan.pdfFour pages: what you have, what it takes and what you end with, then five steps that name the tab and the column each one touches.
- PDF
What-next-EthosOne-Strategy-and-Improvement.pdfFour pages on the same work running live in EthosOne Strategy and Improvement.
How schools use it
Write the three sentences
Name three objectives
Cascade to activities and KPIs
Allocate the RASCI
What it takes. One leadership sitting of about two hours, then a review each term. What you end with. Three sentences, three objectives, a cascade of activities with a KPI and an owner on each, and a one-page plan for the board.
The five we are asked every time.
Still weighing something up? Thirty minutes with us, on your own registers, answers the rest.
Get the free pack01Is the Strategic Plan free?
Yes. Tell us who you are and the link is emailed to you. No trial, no card, and the file is yours whether or not you ever talk to us.
02What format is it?
Strategic-Plan.xlsx opens in Excel, Numbers or Google Sheets and the two PDFs open anywhere. The worked example tab or appendix is finished and protected; your own is blank and editable.
03Do we need EthosOne to use it?
No. The pack works on its own, and the How-to is written for a school that runs it in a spreadsheet or a document. The What-next brochure and the six notes in the file say where the work strains and what the platform does at that point.
04Who is the worked example?
One invented Australian independent school, the same one across all eleven packs, with a consistent principal, business manager, chair and set of risks. Nothing in it is a real school.
05What happens after I download?
The thank-you page names the three files and the first thing worth doing today, and offers the Board-Ready Governance Review as the next step. One email, no sequence you did not ask for.
What a pack is
- Eleven
- free packs, written for independent schools
- Three
- AI packs: the risk register, the incident plan and the vendor assessment
- Three files
- the working document, a four-page How-to and a What-next brochure
- One worked example
- in every pack, so the standard is visible before you write to it
- Stored in AustraliaAWS Sydney and Melbourne, one database per school
- AI stays in the country tooHosted in Sydney and Melbourne; never trained on your content
- Published, not describedTrust Centre · ISMS policy · How we handle your data
