Operations Assessments



We believe in the power of a successful learning journey for every student. Our expertise in K-12 operations keeps districts running smoothly so you can focus on what matters most.
Partnering with school communities of all sizes, our strength is the seamless integration of all operational areas with multiple levels of support. We bring you the best options to drive greater impact in your district.
Through the assessment process, our proactive team solves complex challenges using your input, our analytical frameworks, and the space to rethink what’s possible. You get a comprehensive understanding of your current processes and structures plus a customized action plan to keep what works and improve what doesn’t.
An introduction between your team and ours, we meet to learn about your vision, goals, challenges, and resources as well as review the assessment process and answer questions.
We match the information shared by your team during interviews with our expertise to evaluate your current operations and develop customized recommendations for improvement.
Every assessment includes a report with our key findings, your current operations health score, and an action plan prioritized into Do Now, Do Soon, and Do Later.
When it comes time for implementation, we can do the work for you or put the plan into your team’s capable hands. Either way (or a blend of both), you can count on a plan that’s tailored to your team and district
This assessment reviews the key components included in effective and efficient transportation departments including:
• Transportation Policies & Impact
• Route Design
• Process Design & Documentation
• Financial Analysis
This assessment explores the categories most important to a successful nutrition services program including:
• Nutrition Program Goals
• Menus & Recipes
• Meal Service Operations
• Financial Analysis
• Procurement
• Facilities & Equipment
• Community Engagement
• Staffing
• Wellness
Several communications assessments are available for specific focus areas including:
Baseline Communications Assessment
• Communications Strategy & Planning
• Internal Communications
• Parent & Family Communications
• External Communications
• Stakeholder Engagement
• District Brand Experience & Reputation
• Student Enrollment Recruitment & Retention
• Employee Recruitment & Retention
• Crisis Communications
Internal & External Communications Assessments
• Content
• Engagement
Website Assessment
• Content
• Design
• Navigation
• Analytics
Social Media Assessment
• Content Quality
• Content Quantity
• Engagement
This assessment explores the key areas for successfully caring for your staff while ensuring strong HR operations including:
• Onboarding
• Total Rewards
• Employee Experience
• Talent Management
• Offboarding
• Team Roles & Responsibilities
• Process Design & Documentation
• Proactive Practices
• Labor Relations
As technology continues to change, regular reviews are critical. This assessment looks at the most important components of a healthy technology department including:
• Technology Leadership & Structure
• Technology Planning
• Secure Systems Integration
• Secure Operations
• Budgeting
• Governance
This assessment reviews the critical components and considerations for a healthy business office including:
• Purchasing & Accounts Payable
• Accounts Receivable & Cash Handling
• General Accounting Practices
• Payroll & Benefits
• Reporting & Compliance
• Business Office Talent Development
• Proactive Practices
This assessment reviews the most important areas that contribute to a well-run facilities department including:
• Budgeting
• Systems
• Contracts & Services
• Licenses & Certifications
• Facilities Staffing & Employee Experience
• Proactive Practices