Strategic Planning Consulting Services

The Vendor is required to provide strategic planning consulting services to be included in the proposer’s methodology.
1. Discovery and foundational assessment
• Review a comprehensive school data packet, including enrollment, demographics, financial trends, academic performance, student outcomes, staffing trends, facility’s needs, fundraising information, and other relevant operational data.
• Identify strengths, risks, patterns, and strategic implications from the data.
• Conduct interviews, focus groups, surveys, town halls, or other stakeholder engagement activities with staff, families, students, school leaders, board members, community partners, and funders.
• Identify major themes, tensions, opportunities, and constraints that should shape the strategic plan.
2. Visioning and goal setting
• Facilitate structured conversations with the board of trustees and management team to review, affirm, or refine the school’s mission, vision, values, and long-term priorities.
• Support the identification of 3 to 5 high-level long-term strategic goals.
• Ensure that strategic goals are actionable, measurable, mission-aligned, financially informed, and responsive to the experience of the school community.
• Support planning around a strategic capital plan, including the development of a permanent high school space and renovations or improvements at the queen street campus.
3. Plan development and implementation framework
• Synthesize data review, stakeholder engagement, leadership direction, and board input into a comprehensive draft strategic plan.
• Develop an implementation and accountability framework that includes key initiatives, timeline, responsible roles, success metrics, and recommended annual review routines.
• Build a structure that connects the strategic plan to annual budgeting, operating plans, academic priorities, board oversight, development strategy, capital planning, and school improvement cycles.
• Deliver a final strategic plan accepted by school by January 31, 2027, unless otherwise negotiated in the final contract.