our services for Educational INstitutions

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

Our work is based in The Formation Method and System. 

Our work begins as the facilitators of your 2-3 day leadership offsite—an annual strategic planning kickoff, board retreat, or executive team offsite.

Together, we’ll establish your organization’s strategic foundation through your Field Guide—your adaptive strategic plan for the following 12-15 months with a focus on the next 90 days. This includes building or refining your organization’s dream, problem, mission, values, mission goal, solution, business model driver, strategic goal, strategic priorities, enterprise project plan, and org design shifts needed to address critical challenges and opportunities.

From there, we move into expansion work through a quarterly strategic planning rhythm with monthly check-ins and advisory services.

Finally, we help multiply your capacity for mission fulfillment through a customized leader and org development package.

The backbone for all our work is The Formation Method—a system of eight practices in three movements that guides teams to connect with each other, collaborate better together, and create the future of their organizations.

  • “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

how it works

Navigate your organization’s growing complexity with The Formation Agency.

Retreat Facilitation

Strategic Planning offsite retreat Facilitation

Leading up to your leadership offsite, we:

  • Discover your needs and objectives

  • Interview your team

  • Build an agenda

  • Prepare your team to engage

We then strategically facilitate your leadership offsite to:

  • Establish the foundations of your identity, strategy, priorities, goals, and org design.

  • Deliver an organizational Field Guide—an adaptive strategic plan—to guide your team in the implementation of your strategic priorities and goals.

Starts at $20,000

Adaptive Strategic Planning Program

Quarterly Adaptive Strategic Planning Facilitation

Our quarterly adaptive strategic planning program builds on the foundation of your initial strategic planning retreat to deliver a dynamic plan that adapts to market realities, environmental changes, industry shifts, organizational challenges, and leadership transitions.

  • Annual Strategic Planning Retreat

  • Quarterly Strategic Planning Offsites

  • Monthly CEO Advising Calls

  • Quarterly Updated Organizational Field Guide

  • Enterprise Project Portfolio Creation

  • Access to Additional Advising Hours

  • Strategic Plan Integration With Your Annual Budget

Starts at $6,500/month

1-year commitment

Leader and Org Development

Customizable ORG & LEADER DEVELOPMENT PACKAGE

Add on to your adaptive strategic planning program with customized strategic services from our team of experts. Opportunities include:

  • Executive Coaching (also available separately at $2K/month)

  • Fractional Chief Strategy Officer Services

  • Executive Team Weekly Tactical Meeting Facilitation

  • Enterprise Project Portfolio Management

  • Leadership Development Coaching

  • Team Development and Communication Training

  • Employee Engagement Consultation

  • Major Systems Implementation

  • Succession Planning Guidance

  • Internal Communications Support

Starts at $16,500/month

1-year commitment

how it works

Grow your own leadership strength and capacity.

Executive Coaching Program

Executive leadership Coaching for CEOs, Senior Leaders, and emerging leaders

Our executive coaching program is more than your typical series of coaching sessions. In six month strategic arcs, we provide a multi-modal approach to guide you weekly through The Formation Method’s eight practices where you’ll:

  • Connect you into yourself and your relationships so you know yourself better to lead yourself better.

  • Make sense of the cultural forces conspiring against you, identify challenges and opportunities, explore them, and receive expert advice.

  • Create new habits, practices, and work that usher you into increasing health, influence, and meaningful leadership of your team and organization.

Included in the program are:

  • Weekly executive coaching using The Formation Method and multi-modal guidance to navigate the client into the process of being a fully formed leader, including but not limited to guidance through challenges and opportunities related to emotional and relational awareness, leadership development, team development, and organizational development.

  • A customized Leadership Field Guide, your personal adaptive strategic plan for your work and leadership, which you’ll draft and complete with your coach in the first four months of the program.

  • Asynchronous access via email and text to your executive coach.

  • Emergency access (max 24 hour response time) during times of crisis.

  • Access to the Formation Agency toolkit of resources.

  • Access to the Formation Agency’s expert network through your coach.

Starts at $2,000/month

6-month commitment

adaptive strategic planning

change management

internal communications

team development

case study

LET’S GET STARTED

Your formation is foundational to your financial and missional success.

The Formation Agency is here to guide you and your organization through key inflection points in your leadership journey.