Strategic Planning Facilitation

Helping you define a vision for the future.

Partnering with your community to set a course for change.

Strategic planning is not a checkbox item, it's not a poster on a wall, it's not something developed by a few. In today's rapidly changing world, we believe that strategic planning should be an ongoing process that is inclusive of the diverse voices of your community and is focused on continuous improvement.

With our decades of experience in education, we understand the many audiences you serve. Our approach to strategic planning is engaging, adaptive and tailored to your organization's needs. No "cookie cutter" processes here. We partner with you and your community to develop an understandable and accessible plan that is rooted in your current reality while also being aspirational about what your future can be.

With strategic planning facilitation from CESO you receive:

Strategic Framework: a three-to-five-year framework that establishes an overall direction based on your values, mission, and vision and identifies priority areas to focus your work to help your organization evolve and respond to internal and external pressures.

Action Plan: a plan that advances the Strategic Plan focus areas through prioritized specific actions that are measurable, time-bound and actionable.

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Our Overall Approach

While we tailor our process to meet the needs of your community, the following represents our overall strategic planning framework:

1: Research & Planning

2: Community Engagement (Round 1)

3: Develop Strategic Plan

4: Community Engagement (Round 2)

5: Refine Draft Strategic Plan for Approval

6: Develop Action Plan

7: Implement Plan

Other Communications & Marketing Services

In addition to strategic planning facilitation, CESO offers communications consulting, project management, and staffing support. Our award-winning team can help your people feel informed and included, using everything from enrollment marketing to social media, website design and more.

Communications Assessment

The best place to start for a holistic understanding of your current strengths and opportunities. In just three to four weeks, we review your current work and then create an approachable, customized action plan to share your district’s unique story.


Your brand is your backbone. It’s a set of collective agreements about who you are and how your organization shows up in the world. CESO is here to help ensure your story feels like you and is supported with strong written and visual communication.

Website Redesign

Your district website is one of the most used tools by your families and staff, and it needs to be so much more than a file drawer of information. Let’s turn it into a marketing tool to effectively serve your district now and in the future.

Enrollment Campaigns

We approach student enrollment through both recruitment and retention strategies, organizing enrollment marketing into a strategic ongoing process. Successful campaigns include robust planning, research, coordination, cross-channel creative execution, and reporting - and CESO is here to help every step of the way.

Finance Elections

We create and implement referendum information campaigns - including strategy and messaging - well before the election date, helping your residents better understand the proposals benefits to the community and feel empowered to make decisions.

Social Media

We combine our deep understanding of popular and emerging platforms with your goals to recommend the best platforms for your district. We can help you develop and deploy a comprehensive social strategy to engage your community.

Photo & Video

With the ability to shoot and process both photos and video, we can build excitement and pride with current families plus show prospective families the bright and beautiful faces in your district.

Graphic Design

Our dynamic in-house design team helps you stand out by building everything needed to help you clearly and consistently express your visual identity.


We can support your school communications efforts by providing long-term or temporary staffing from communications director roles to design specialists.


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