All Features

Strategic Planner

From vision to measurable progress

Build data-driven strategic plans aligned with your charter mission, enrollment goals, and long-term sustainability.

The Problem

Most charter school strategic plans are created during a retreat and then sit on a shelf. Goals are vague, progress isn't measured, and the board has no visibility into whether the school is on track. When charter renewal comes, boards scramble to show evidence of strategic alignment — often retroactively.

Key Capabilities

Purpose-built tools for charter school governance

AI-Assisted Plan Generation

Generate a strategic plan framework from a SWOT analysis, with AI suggesting pillars, goals, and key results aligned to your charter mission.

Goal & Key Result Tracking

Set measurable goals with key results, track progress with visual indicators, and assign owners with due dates.

Milestone Management

Break goals into concrete milestones with checkboxes, due dates, and completion tracking.

Board-Ready Reports

Export professional PDF strategic plan documents for authorizer submissions and board presentations.

See It in Action

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Why Charter Vision

Designed for charter school strategic planning, not generic business strategy tools

AI generates plans grounded in your school's actual data and charter commitments

Visual progress tracking with RAG (Red/Amber/Green) status indicators

Integrates with academic and financial data for evidence-based planning