Unlock growth.  Stay on mission.  Lead with Confidence.

We help educational institutions thrive within the rapidly changing world of learning — its economy, technology, and cultural attitudes — turning challenges into opportunities for growth. 

Strategic Facilitation

Succession Planning

Change Management

Leadership Retreats

Enterprise Project Management

Leader Development

Team Communication Training

Board Retreats

Leadership Offsites

Strategic Facilitation Succession Planning Change Management Leadership Retreats Enterprise Project Management Leader Development Team Communication Training Board Retreats Leadership Offsites

Identity Development

adaptive strategic planning

KPI Dashboard creation

team development

case study

ORANGE COUNTY CLASSICAL ACADEMY →

Schools stay on mission when they keep regular rhythms of strategic planning.

Strategic planning should be collaborative, relevant, and energizing, but administrative teams and boards often experience a tedious exercise they must perform every 5 years.

We’ll guide you through an adaptive approach that creates a regular rhythm of orienting operations and finances toward your school’s identity and mission. You will:

  • understand your institution’s place in the changing educational landscape.

  • clarify your mission and goals.

  • identify unique directions for growth.

  • align your people and systems.

  • navigate through critical inflection points.

  • communicate your unique value. 

  • pave the way for smarter financial planning.

how it works

Our strategic advisors are trained and certified in The Formation Method.

Through leadership retreats, adaptive strategic planning offsites, and executive coaching sessions, you will create the right formation and plans for your institution to thrive.

Build your adaptive strategic plan and goal setting system at a 2-3 day leadership team retreat.

Stay in formation as you update your strategic plan and develop as a team at periodic offsites during your academic cycle.

Maintain alignment and momentum between periodic offsites through our change management expertise—executive coaching, team facilitation, internal communication support, enterprise project management, and people-centered org design.

Get your key leaders trained and certified in The Formation Method system, and we’ll build an employee engagement and leader development program to grow a healthy culture that will multiply your effectiveness.

  • “With Matt’s help, we’ve gained confidence in how to take our school into the future. We now have a stronger framework from which to approach staff development, KPIs, expansion, fundraising, and a capital campaign.”

    Semi Park

    Headmaster, Orange County Classical Academy

LET’S GET STARTED

Your formation is foundational to financial and missional success.

The Formation Agency will strategically guide your organization through key inflection points in your growth journey.