Most institutions make financial decisions with incomplete visibility into where they’re headed. This service changes that.
We begin with a rigorous analysis of your institution’s financial and enrollment data over the past five years — assessing current condition, identifying trends, and stress-testing assumptions. The findings are delivered directly to the President, Cabinet, and/or Board in plain terms: here is where you stand, here is where you are likely headed, and here are the decisions that could improve your trajectory. The presentation is followed by a facilitated discussion focused on practical paths to financial strength.
The second component is the Financial Planning Model itself: a five-year projection of institutional income and expenses built on a fixed- and variable-cost framework, using straightforward algebraic formulas. We validate the model by testing it against historical audited financials — when we can accurately predict the past, we apply assumptions about the future.
The model is most precise in the near term and becomes more directional over time, as no model can account for every eventuality. Building it requires some collaboration with your business office for data gathering, but the output is a durable tool your institution can continue to use long after the engagement ends.
Together, these two components give leadership a shared, evidence-based picture of financial reality — and a practical framework for acting on it. For institutions managing through enrollment uncertainty, rising costs, or eroding margins, the FPM provides the financial clarity that good strategy requires.
