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Strategic Planning/Strategic Financial Planning: FAQ

Who should participate in an ISM Strategic Planning Retreat?

A strategic plan is a Board/Head-generated document, so all Board members and the Head should be attendance. If the Head desires, members of the Management Team may attend as well.

What happens during the retreat?

The retreat has two phases. During phase one, which is usually on a Friday evening, our Consultant sets the framework with the Board in a discussion of benchmarks, financial principles, and organizational best practices, based on almost three decades of ISM research and theory.

The following morning, phase two generates a consensus “ideal school,” followed by a time line and cost estimate of the items that bring forth that vision. The ISM Consultant then leads a discussion on the tuition impact of the plan, after which a tentative, overall strategic plan is completed.

Learn More

To learn more about how our Consulting Services can serve your school, e-mail Helen Foster, Consulting Manager, or call 302-656-4944 (ext. 134).

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