STEP 1:

Financial Forecasting

Financial Forecasting Worksheet

(Simplified Worksheet)

​

STEP 2: 
Strategic Planning

   Adapt Quickly to:

• Guideline Changes

• Customer Needs

• Enrollment Changes

• Staffing Needs

Strategic Planning

Worksheet

​

STEP 3:
Back to the Basics:

A Strong Foundation to

re-build on

• Mission/Vision/Values

• Operations Management

• Financial Management

• Marketing Strategies

• HR Management

​

STEP 4:
Automate &

Implement Technology

• Essential Automation

• Software Implementation Success