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Sample project scopes

Browse through our list of popular projects below to get inspired and get started on your project scope. Don't see what you're looking for? Review our full list of project areas and types here and schedule a needs assessment call. We'll develop a custom scope for you at no cost.

Index


Strategic planning

You need this if: You want to map out your organization’s future direction over the next 3 to 5 years and define a roadmap for how to get there.

Key activities conducted by consultant may include:

  • Conduct internal and external audits (including landscape analysis, stakeholder interviews, reviews of organizational data and materials, etc.) to understand the landscape and organizational context.
  • Work with your staff and Board to articulate and/or refine your why (mission, vision), what (goals) and how (key actions).
  • Develop a draft strategic plan to guide the delivery of the new vision and program components. Refine based on feedback.
  • Develop a draft budget to enable adequate resourcing of the strategic plan. Refine based on feedback.
  • Develop a draft implementation plan – including key tasks, responsibilities, and timelines – to guide execution against the strategic plan. Refine based on feedback.
  • Facilitate workshops as needed to gain buy-in among key internal stakeholders.
  • Train staff and Board on understanding and implementing the strategy roadmap.

Key deliverables:

  • Deck or document summarizing current state analysis
  • Deck or document summarizing strategic plan
  • Detailed implementation plan
  • Defined metrics
  • Training for staff and Board

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Strategic workshop facilitation

You need this if: You want to create a forum for staff and leadership engagement and introspection, define vision, goals and strategy for the organization moving forward.

Key activities conducted by education consultant may include:

  • Before the workshop, meet with leadership and key staff to understand the context, define workshop goals, articulate key questions and create a workshop agenda
  • Pull together necessary materials for the workshop (e.g., slide deck, questionnaires, self-assessments, pre-reading materials, etc)
  • Design and facilitate a workshop to encourage focused discussion and clarify future direction
  • Create minutes outlining main points of discussion and next steps

Key deliverables:

  • Workshop preparation and facilitation
  • Minutes

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Project management

You need this if: You want to ensure oversight and coordination support for a complex initiative, especially one that involves multiple entities

Key activities conducted by education consultant may include:

  • Identify all key stakeholders and create mechanisms for engagement as appropriate (e.g., working groups, surveys, email updates, etc.)
  • Develop a project plan identifying key tasks, timelines and assigning responsibilities.
  • Estimate a project budget, allocating resources as needed in close consultation with the organization’s leadership.
  • Track and update the project plan and budget as needed and maintain .
  • Communicate overall progress with key stakeholders through weekly updates.
  • Set meeting agendas and facilitate meetings to check in on overall progress and facilitate decision-making. Capture and share key take-aways and decisions. As necessary, facilitate coordination and communication between smaller working groups.
  • Create and maintain comprehensive project documentation
  • Provide logistical and administrative support to effectively and efficiently accomplish the abov

Key deliverables:

  • Project plan
  • Project budget
  • Other documentation as needed

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Leadership coaching

You need this if: You or one of the senior members of your team is seeking an experienced Executive Coach to provide personalized, one-on-one coaching and strategic support.

Key activities conducted by education consultant may include:

  • Conduct initial diagnostic conversation to identify and prioritize developmental areas and goals
  • Develop an action plan in concert with the client
  • Facilitate fortnightly conversations to (1) follow up on action plan, (2) explore and provide feedback and guidance on personal and professional development priorities, and (3) be a thought partner on strategic questions facing the organization

Key deliverables:

  • Action plan
  • Fortnightly conversations and follow-up

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Instructional leadership coaching

You need this if: You want to take school instructional leadership teams to the next level by supporting and developing them on how to lead data driven instruction and help develop teachers in their mastery of standards..

Key activities conducted by education consultant may include:

  • Conduct initial diagnostic to identify and prioritize developmental areas and goals
  • Develop an action plan in concert with the team
  • Provide on-going coaching and support, partnering with instructional team to overcome barriers to successful data-driven instruction and increased student achievement, including how to develop and leverage school-wide practices and structures to build a culture of achievement that accelerates student impact
  • Identify areas of cross-cutting need, designing and leading professional development sessions for school leaders and teachers as appropriate
  • Connect school leaders with other schools to facilitate best practice sharing

Key deliverables:

  • Results of initial diagnostic and a corresponding action plan
  • On-going coaching and support, including professional development in group settings as appropriate 

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Board workshop facilitation

You need this if: You want to create a forum for introspection, define a vision and goals for the Board moving forward, and discuss roles and responsibilities in providing strategic direction and oversight to the organization.

Key activities conducted by education consultant may include:

  • Before the workshop, meet with organization and Board leadership to understand the context, define workshop goals, articulate key questions and create a workshop agenda
  • Pull together necessary materials for the workshop (e.g., slide deck, questionnaires, self-assessments, pre-reading materials, etc)
  • Facilitate a workshop to encourage focused discussion and clarify future direction
  • Create minutes outlining main points of discussion and next steps

Key deliverables:

  • Workshop preparation and facilitation
  • Minutes

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Board assessment

You need this if: You want a thorough review of the Board’s governance practices, membership, stewardship and revenue generation to transform the Board into a powerhouse for the organizations.

Key activities conducted by education consultant may include:

  • Work with your leadership and Board to identify goals of Board assessment and key areas of focus for the assessment
  • Review current board policy documents and governance procedures for consistency, completeness and alignment with overall organizational mission, values and strategy
  • Map current Board membership with organizational requirements to identify gaps and redundancies
  • Interview leadership and facilitate self-assessment by the Board to identify strengths and weaknesses in overall governance and stewardship provided by the Board
  • Review fundraising goals and achievements to assess revenue generation by the Board individually and collectively
  • Make recommendations for areas of improvement for Board policies, practices and membership collectively and individually

Key deliverables:

  •  Document summarizing results of assessment and key recommendations 

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Board member recruitment strategy

You need this if: You want to intentionally build your Board membership to consist of a carefully crafted blend of skills, talents, and connections that address your organization's specific needs.

Key activities conducted by education consultant may include:

  • Work with your leadership and Board to identify specific organizational needs and priorities (e.g., representation by key constituencies, diversity, etc.)
  • Develop an outline of the ideal Board structure, including specific roles that need to be filled
  • Create Board member role descriptions outlining responsibilities, necessary qualifications and required commitment
  • Map current Board membership with organizational requirements to identify gaps and redundancies
  • Work with leadership and Board to identify a short-list of prospective candidates
  • Design a recruitment process and calendar
  • Develop all necessary documents including initial communication to Board members, candidate interview and evaluation guide and new Board member welcome package

Key deliverables:

  • Document outlining of the ideal Board structure and corresponding role descriptions
  • Short-list of prospective candidates
  • Recruitment process and calendar
  • Draft and final versions of all necessary documents

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Philanthropic fundraising plan

You need this if: You want to develop a systematic process for writing high quality grant proposals and raising funds from foundations

Key activities conducted by consultant may include:

  • Work with your leadership and Board to identify programmatic needs and define your fundraising goals.
  • Research and identify foundations whose giving priorities are aligned to your mission and programs.
  • Develop an actionable philanthropic fundraising plan, identifying key tasks, timelines and assigning responsibilities.
  • Develop and/or refine grant proposals templates and budgets that can be adapted for specific proposals.
  • Train staff and Board on understanding and implementing the philanthropic fundraising plan.

Key deliverables:

  • List of target foundations
  • Grant proposal and budget template
  • Implementation plan and calendar for philanthropic fundraising
  • Training for staff and Board

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Major gifts fundraising plan

You need this if: You want to develop a systematic process for identifying, cultivating and raising money from large donors

Key activities conducted by consultant may include:

  • Work with your leadership and Board to identify programmatic needs and define your fundraising goals.
  • Work with your leadership and Board to create a list of current and potential large donors, conducting additional research as needed.
  • Craft a major gifts fundraising strategy consisting of an appropriate mix of individual donor outreach and cultivation, events and annual giving
  • Help create outreach and information materials, as needed
  • Develop an actionable major gifts fundraising plan, identifying key tasks, timelines and assigning responsibilities and estimating a budget.
  • Evaluate current system for tracking donor gifts and pledge and recommend changes as appropriate.
  • Train staff and Board on understanding and implementing the major gifts fundraising plan.

Key deliverables:

  • Prospect list
  • Documents/deck summarizing major gifts fundraising strategy and plan
  • Budget
  • Recommendation on database
  • Training for staff and Board 

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Grant proposal writing

You need this if: You want someone to develop compelling grant proposals for your organization

Key activities conducted by consultant may include:

  • Work with your leadership and Board to identify programmatic needs and define your fundraising goals.
  • Research short-listed foundations to understand their programmatic focus and proposal submission process
  • Consult with staff and leadership and external partners (as required) to source content (including budgetary information) for grant proposals
  • Craft draft versions of reports for review by leadership, and incorporate their feedback to produce a high-quality final product.
  • Manage the process to ensure final proposals are submitted on time as per the submission schedules of the foundations.

Key deliverables:

  • Draft and final proposals

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Earned revenue strategy

You need this if:  You want to create a sustainable source of revenue and reduce your dependence on fundraising

Key activities conducted by consultant may include:

  • Work with your leadership and Board to articulate a revenue goal.
  • Interview leadership and key staff to identify goods and/or services currently offered by your organization.
  • Conduct analysis(e.g., research other similar organizations, interview beneficiaries, etc.) to identify and assess ideas for revenue generation.
  • Facilitate workshops with leadership and staff to prioritize and refine ideas for development.
  • Develop a financial model to project out costs and revenue potential.
  • Propose an actionable implementation plan to get to market.
  • Identify key metrics.
  • Train staff and Board on understanding and implementing the earned revenue strategy.

Key deliverables:

  • Powerpoint deck outlining key elements of earned revenue strategy
  • Financial model
  • Implementation plan
  • Identified metrics
  • Training for staff and Board 

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Professional Development and Training

You need this if:  You want to build team and/or volunteer capacity in areas that may include:

  • STEM
  • Family engagements
  • Literacy
  • Project-based learning
  • Building social emotional skills

Key activities conducted by consultant may include:

  • Assess: Prior to training, meet with leadership and key staff to understand the context and audience, refine the topic(s), define training goals, objectives and outcomes, and finalize format and delivery.
  • Execute:
    • Plan and execute logistics including venue, invitees, attendees, speakers, etc.
    • Draft and finalize, in conjunction with leadership and key staff, necessary materials for the training (e.g., slide deck, activities, supporting research, pre- and post-training reading materials, questionnaires, self-assessments, etc.)
    • Design and deliver a training to facilitate adult learning in the identified area
  • Evaluate: Distribute survey and collect post-training feedback.

Key deliverables:

  • Materials for training (draft and final)
  • Facilitation of training / professional development
  • Post-training evaluation

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Charter application readiness assessment

You need this if: You are planning to apply for a charter school application and need help assessing how ready you are for application and school start-up. The assessment will provide you with an evaluation of your strengths and weaknesses and help you develop a roadmap leading up to the application submission.

Key activities conducted by consultant may include:

  • Review materials provided by you and interview key team members.
  • Provide an evaluation of your team's current readiness for the application process, including an assessment of your strengths and weaknesses.
  • Help you develop a roadmap in preparation for application and school start-up.
  • Train staff on understanding and implementing the application roadmap.

Key deliverables:

  • A summary evaluation of readiness to apply for a charter
  • An outline of key activities and resources needed to prepare for application and school opening
  • Training for staff

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Charter school application guide

You need this if: You are planning to apply for a charter school application and need help connecting with a coach who can help you navigate the application process.

Key activities conducted by consultant may include:

  • Work with you to assess your team’s strengths and weaknesses and your current state of application readiness.
  • Help you develop a detailed roadmap in preparation for application and school start-up.
  • Connect you to resources (e.g., potential Board members) who can work with you to make your vision a reality.
  • Review your progress and provide feedback as needed.
  • Review your application and budget and provide you feedback so you can submit a polished final version.
  • Train staff on understanding and implementing the application roadmap.

Key deliverables:

  • Assessment of your current state of application readiness.
  • Detailed roadmap in preparation for application and school start-up.
  • Feedback on application and budget.
  • Training for staff

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Teacher recruitment strategy

You need this if: Your organization wants a clear strategy to attract and recruit high performing teaching candidates.

Key activities conducted by education consultant may include:

  • Work with leadership team to identify goals of recruitment strategy (e.g., number of applicants per vacancy, quality and diversity of applicant pool, etc.)
  • Review current recruitment strategy (what), pipelines (where) and processes (who, how and when) to identify strengths and weaknesses of current approach.
  • Profile top performing teachers by characteristics and by source (traditional certification program, alternative program, geographic or other organizational affiliation, etc.).
  • Research and recommend diverse and specific attraction tactics (events, media buys, social media, referral strategies).
  • Craft compelling messaging that is tailored to the audience.
  • Define key roles and responsibilities for recruitment team.
  • Define key goals and milestones and develop a tracking tool for monitoring progress and calibrating as necessary.
  • Develop an implementation plan with key next steps, timelines, and assigned responsibilities and a budget.
  • Train staff, as needed, to continue work after project completion.
  • Identify metrics to evaluate the success of the strategy on an ongoing basis. 

Key deliverables:

  • Document/deck summarizing recruitment strategy and plan, including staff allocation and budget 
  • Tracking tool with key goals, milestones, targets and assigned responsibilities

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Teacher selection process

You need this if: Your organization wants a defined approach to select high performing teaching candidates.

Key activities conducted by education consultant may include:

  • Work with leadership and staff to define goals of selection process and develop ideal teacher profiles
  • Design a selection process including stages of evaluation (i.e. resume, interview, sample lesson, lesson plans, data, school visits, etc.), selection process at each stage and key criteria for progression to the next stage
  • Define key roles and responsibilities for hiring team
  • Create checklists and templates (e.g., interview and evaluation guides, email templates, etc.) and conduct staff training as needed to ensure consistency and fidelity to plan
  • Assess currently employed applicant tracking tools and recommend changes as needed.
  • Develop an implementation plan with key next steps, timelines, and assigned responsibilities and a budget.
  • Identify metrics to evaluate the success of the strategy on an ongoing basis.

Key deliverables:

  • Document/deck summarizing selection process
  • Templates and checklists
  • Staff training
  • Implementation plan
  • Recommendations on tracking tools

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Incorporating technical activities into the hiring process

You need this if: Your organization wants to evaluate prospective candidates using activities that simulate on-the-job tasks

Key activities conducted by education consultant may include:

  • Train team on designing and using technical activities for recruitment
  • Work with the team to develop technical activities for 5 key roles
  • Design process and templates to guide the hiring team through evaluating candidate performance in the technical activities
  • Develop a template and process to guide the team through creating technical activities in the future

Key deliverables:

  • Draft and final versions of document outlining candidate activity, with instructions for candidate.
  • Evaluation templates for hiring team
  • Staff training

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School review

You need this if: Your school, CMO or district wants to thoroughly assess school performance and develop plans to address what needs to be improved.

Key activities conducted by education consultant may include:

  • Work with leadership to articulate the goals of the school review and identify key aspects of the school that will be evaluated during the school review process
  • Propose and conduct a review process (e.g., self-evaluations, school tours, classroom observations, data reviews, etc.) tailored to meet the goals of the school review process  
  • Debrief initial findings with leadership (and staff) and discuss recommendations
  • Develop a formal report sharing analysis, findings and recommendations

Key deliverables:

  • School review report

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Budgeting and financial modeling

You need this if: You want a detailed operating budget with projections to provide a foundation for strong fiscal management and guide decision-making,

Key activities conducted by education consultant may include:

  • Work closely with the client team to develop budget frameworks, source relevant information and articulate key assumptions, ultimately developing a detailed operating budget and forecast.
  • Build into the budget the ability to modify key revenue and cost drivers (e.g., hiring plans, expansion plans, expected cost reductions, and changes to your existing funding sources) so you can see their impact on the bottomline.
  • Train staff and Board on understanding and maintaining the budget.

Key deliverables:

  • Excel spreadsheet with budget
  • Training for staff and Board

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Data dashboards for performance management

You need this if: You want a streamlined way to capture key data for decision-making and communicate your outcomes to your Board and external stakeholders.

Key activities conducted by education consultant may include:

  • Work with your leadership and Board to identify 3-5 intended organizational outcomes and associated performance metrics (quantitative and qualitative) which are both practical to gather and important for making informed management decisions.
  • Benchmark similar organizations to understand how they are measuring outcomes.
  • Gather and analyze available baseline data along key performance metrics.
  • Work with leadership and Board to define goals for key performance metrics.
  • Research and recommend specific instruments, processes, and tools for data collection (e.g. surveys, interview guides, spreadsheets).
  • Design a data dashboard for use by leadership and Board. 
  • Develop an implementation plan with key next steps, timelines, and assigned responsibilities.
  • Train staff and Board on understanding and implementing the data dashboards.

Key deliverables:

  • List of performance metrics and goals aligned to your intended organizational outcomes
  • Data collection plan
  • Mock-up of a "dashboard" featuring key metrics
  • Implementation plan, including staff allocation and budget
  • Training for staff and Board

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Communications strategy

You need this if: You need a clear, consistent and compelling way to communicate with your internal and external stakeholders.

Key activities conducted by education consultant may include:

  • Work with your leadership and Board to identify target audience (key internal and external stakeholders) and develop communication goals for each audience type.
  • Interview/survey staff and target audience and review current communication materials to understand what's working well and identify gaps.
  • Assess current organizational capacity in communication.
  • Develop and test messaging targeted at each audience group.
  • Recommend a communications strategy that outlines messaging, medium and frequency of communication by target audience.
  • Develop a communication plan that outlines key tasks, responsibilities and timelines and identifies key metrics to track progress.
  • Train staff on understanding and implementing the communication plan.

Key deliverables:

  • Target audience and key communication goals
  • Document or deck summarizing key findings from current state analysis       
  • Draft and final versions of document or deck outlining strategy         
  • Draft and final versions of actionable plan to implement communication strategy
  • Key metrics to track progress
  • Training for staff

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Communications support

You need this if: You need help developing messaging and implementing a communication plan to enable clear, consistent and comprehensive communications with key internal and external stakeholders

Key activities conducted by education consultant may include:

  • Work closely with leadership to identify target audiences (key internal and external stakeholders) and develop communication goals, topline messaging, medium and frequency of communication for each audience type.
  • Review current communication materials, including online communication materials, and provide recommendations for improvements.
  • Develop materials for ongoing communication by identifying compelling stories, gathering information and drafting compelling content that brings the organization's work to life.

Key deliverables:

  • Actionable plan to implement communication strategy
  • Content (as required)

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Public relations strategy

You need this if: You need help implementing a PR plan to increase public awareness and support for the organization's mission and position the organization as a thought leader in its area of expertise

Key activities conducted by education consultant may include:

  • Work closely with leadership to identify PR goals and audiences.
  • Identify key media outlets, create a target press list and conduct initial outreach.
  • Develop a pre-packaged press kit to tell the organizational story and impact in a compelling manner.
  • Work with leadership to identify and draft compelling media content that cements the organization's brand and tells the story of its purpose and impact.

Key deliverables:

  • Target press list
  • Press kit
  • Content (as required)

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Partnerships

You need this if: You need help developing partnerships to engage with organizations that share similar goals

Key activities conducted by education consultant may include:

  • Work closely with leadership to identify partnership goals and potential partner profiles.
  • Work closely with leadership to identify a target partner list of mission-aligned organizations across geographies.
  • Develop supporting materials (overview documents, brochures, MoU) to communicate partnership goals and format to target partners.
  • Support leadership in conducting outreach to potential partners with follow-up as needed.

Key deliverables:

  • Document outlining partnership goals
  • Target list of partner organizations
  • Partnership documents
  • Partnership support (as required)

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Program evaluation

You need this if: You need to evaluate a program or initiative to report back to key stakeholders and guide future decision-making

Key activities conducted by education consultant may include:

  • Work with leadership to understand programmatic Theory of Change, define goals of evaluation project and articulate key research questions.
  • Review existing data sources for accuracy, consistency and completeness
  • Propose an overall evaluation plan and a data collection strategy to address any gaps
  • Conduct primary and secondary data collection
  • Interview and conduct focus groups as needed to provide additional insight
  • Analyze data to generate insights.
  • Synthesize findings and recommendations into draft and final reports

Key deliverables:

  • Evaluation plan
  • Draft and final evaluation reports

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