Strategic Planning Retreats + School Audit & Planning
Turn Data Into Action: From Clear Priorities to Strategic Plans

Accelerate Institute’s School Audit & Planning gives you comprehensive data on your school’s strengths, areas of growth, and top priorities. Strategic Planning Retreats give your leadership team dedicated time to translate those insights into actionable strategic plans for the upcoming semester.
Together, they create a powerful cycle: clear priorities informed by data and strategic plans built through team alignment.
Why This Combination Works
The School Audit & Planning provides the diagnostic insight your team needs, while Strategic Planning Retreats create the conditions for turning insight into action:
- Data-informed strategic planning. Each audit delivers a comprehensive data dashboard highlighting three priority areas for your school, complete with immediate actionable steps. Bring this dashboard to your retreat, and your team can build semester plans grounded in evidence rather than assumptions.
- Strategic timing that builds momentum. Complete your mid-year audit in the fall, and attend the Mid-Year Strategic Planning Retreat in December to refocus spring priorities based on actual data. Then, complete your end-of-year audit in the spring and attend the Annual Strategic Planning Retreat in May to set strategic direction for the upcoming school year with your priorities already identified.
- Expert facilitation from start to finish. The same Accelerate Institute coaching team who completes your audit and delivers your data dashboard facilitates your retreat. They bring deep understanding of your school’s context and can help your team interpret the data, identify root causes, and develop strategic responses.
- From diagnosis to execution. The audit identifies where you need to focus. The retreat creates protected time for your team to align on how you’ll address those priorities. You’ll leave the retreat with clarity on what matters most and collective commitment to your strategic plan for the upcoming semester.
The result? A leadership team that makes decisions grounded in comprehensive data and has the strategic clarity needed to drive meaningful school improvement.
Looking for even more personalized support to execute your strategic plan throughout the year? Add one-to-one coaching.
Pricing
School Audit & Planning:
- $4,400 (includes 2 audits per school year)
- All work takes place virtually; no additional travel costs
Strategic Planning Retreats (per retreat):
- $2,500 per school (includes principal + 2 leadership team members)
- Additional team members: $650 each
- Travel and accommodation costs not included
Package both to ensure your strategic planning is informed by comprehensive school data.
Eligible alumni receive 20% discount on both the School Audit and Strategic Planning Retreats.
More to Consider
Check out our other solutions or, for more comprehensive support, look at our most popular pairings.
