education-centred strategic financial planning

a modular programme for school leaders

Finding the space to plan

Producing a plan that sets out your educational vision, maps out the steps you will take over the next few years to improve provision and outcomes and how that is underpinned by a secure financial strategy is no small task.

Involving the senior team, let alone other key stakeholders places strategic planning firmly in the list of things that get squeezed out.

This modular programme provides a structure for that planning so that you can, as General Abrams and many before him have said, eat the elephant one bite at a time. 



How will this programme help?

By the end of this programme you will:

  • have an integrated education and financial plan that provides the strategic framework for annual budget, staffing and curriculum decisions
  • have developed the plan as a team, with key stakeholders engaged
  • have made space to focus on the strategic despite the demands of the day-to-day
  • have tamed the uncertainty and be in a position to manage risks effectively
  • be able to demonstrate how you are managing to achieve the very best from limited resources and be in a position to help those who make resource decisions see what more you could do with some headroom

What to expect

Programme Outline


Introduction to the model and the programme, who should be involved, timescales, etc


Taming the uncertainty, developing three reasonable planning scenarios


Understand the knowns and the plans, including benchmarking, cost-effectiveness and the three key strands


Preparing a plan – the power of three – three years, three scenarios, three strands – with ICFP spreadsheets


Review and reflect, building detailed plans for the coming year in the context of the emerging strategic plan


Decide, communicate and implement, including templates for strategic plans and suggestions for governance and oversight

How will it work?

The programme is delivered remotely through webinars, videos, worksheets and other resources. Team work will make for a better outcome, so you can involve as many members of your senior team as you like.

You’ll receive support materials and planning tools, so that by the end of the programme you’ll have your plan in place.


“Susan was helpful, thought-provoking, knowledgeable, encouraging and enabling, helping us to understand what we need to do next. We came away with a clear plan of action.”

Allison Crossland, Business Manager, Cotham School

trusted expertise

Why Effervesce?

We’ve been helping schools connect their vision for children’s learning with financial planning for years now. We understand data and we understand schools – you can rest assured that we know what we’re doing!



If you’d like to explore whether this modular programme for senior leaders would be right for your organisation, click here to book a call with Susan.