Easy to Understand

Provides the Board of Trustees with an “easy to understand” graphical picture of the strategic financial resources of the school and how these resources are forecasted to be consumed in the future.

Quickly and Easily Quantify the Plan

Allows the Board and senior administrative staff to quickly and easily quantify the initiatives and strategic thrusts outlined in the strategic plan into an easily understood set of pro-forma financial statements and projections.

Conduct “What if” Analysis

Provides Headmasters, CFOs and Business Managers with a quantitative look at the financial impact of strategic and tactical (operating) decisions and allows the administration to conduct “what if” analysis on the data.

Set Strategic Targets for the Future

Provides development staff with the ability to set targets for future capital campaigns consistent with the financial needs of the institution.

Create a Sound Long Term Financial Plan

Allows the administrative team to make assumptions about student population trends, tuition growth, ancillary revenue and expenses growth (staff, benefits, program and other) to create sound long term financial plans that are fiscally responsible.