Product Roadmap
Building the future of charter school governance
Charter Vision is an enterprise-grade platform purpose-built for charter school boards. Here's where we've been, what we're exploring, and where we're heading.
Contract Analyzer
PlannedAI-powered contract review for EMO/CMO agreements, vendor contracts, and lease terms.
Background Check Manager
PlannedIntegrated background check workflows for board members, staff, and volunteers.
Budget Builder
PlannedInteractive budget creation with scenario modeling, variance analysis, and multi-year projections.
Partner and Ambassador Program
PlannedReferral and ambassador program for charter school leaders who champion governance excellence.
Qualitative Reporting & Analytics
PlannedNarrative-style governance reporting that turns survey, board-meeting, and operations data into AI-summarized qualitative insights for boards and authorizers.
Vendor Account - Profile Management
PlannedSelf-service vendor profiles, service listings, and school engagement tools.
AI Help and Guidance System
PlannedContext-aware AI assistant embedded throughout the platform for in-app guidance and best practices.
Finance Dashboard Launched
DeliveredBudget vs actuals, cash flow analysis, balance sheets, and AI financial insights.
Academics Assessor Launched
DeliveredStudent proficiency, enrollment trends, growth data with state benchmarks and automated data ingestion.
Compliance Manager Launched
DeliveredObligation tracking, evidence submission, renewal readiness, and risk forecasting.
Policy Auditor Launched
DeliveredAI-powered policy compliance audits against state regulations with finding tracking.
Strategy Planner Launched
DeliveredStrategic plan creation, goal tracking, SWOT analysis, and milestone management.
COI Manager Launched
DeliveredConflict of interest disclosure management with e-signatures, attorney review, and audit trails.
Surveys and Evaluations Launched
DeliveredBoard self-evaluations, director evaluations, staff/family surveys, 360 peer reviews, and AI narrative reports.
50 State Regulatory Coverage
DeliveredAI knowledge base expanded to cover charter school regulations across all states with charter school laws.
50 State Academic Data Coverage
DeliveredAcademic data ingestion pipelines for state-level proficiency and enrollment data nationwide.
Legislative Analyzer Launched
DeliveredAI-powered monitoring and impact analysis of pending legislation affecting charter schools, with per-school impact scoring and bill watch lists.
Governance Academy with CGMI Appraisal Launched
DeliveredAI-guided 6-month governance improvement program targeting CGMI Level 2, 3, or 4. Charter Vision is the framework's Founding CGMI-P Network Partner. CSP grant eligible.
Third Party Integrations
ExploringConnect with financial and accounting systems (QuickBooks, Sage, etc.) for automated data sync.
Board Member Recruitment / Succession Planning
ExploringTools to identify board skill gaps, recruit candidates, and plan leadership transitions.
Training Platform Enhancements
ExploringAdvanced learning paths, certification tracking, competency assessments, and compliance training.
Operations Radar
ExploringStaffing, licensure tracking, capital expenditure projects, and school calendar management.
Charter Lifecycle Manager
ExploringComplete system for authorizers to manage end-to-end lifecycle for charters from inception and application, to newly approved, through monitoring, reporting, evaluation, renewal, and closure.
Charter Application Builder
ExploringFully-assisted charter school application tool to aid in developing compliant and compelling charter school applications for state/authorizer review and approval.
Oversight Authorizer Assessments and Reporting
ExploringSite visits, reporting, and end-to-end data collection system with fully integrated body of evidence collection and management.
Advanced Board Meeting and Management Tools
ExploringFully integrated automated tools for documenting minutes using AI features, producing automated AI-video production for reports, and more.
Grant Application Manager
ExploringIdentify available grants a charter school qualifies for, then assist in developing and submitting compelling, compliant grant applications.
AI Assistant Launched
DeliveredRAG-powered governance chatbot grounded in NC charter school regulations with source citations.
Community Center Launched
DeliveredDiscussion forums, knowledge sharing, and peer networking for charter school leaders.
Documents Center Launched
DeliveredCentralized document management with AI-powered ingestion and search.
Board Center Launched
DeliveredMeeting management, agendas, minutes, committees, and board governance tools.
Vendor Search Launched
DeliveredVendor discovery marketplace for charter school services and solutions.
Have a feature request?
Charter Vision is built by and for charter school governance leaders. We'd love to hear what tools would make the biggest impact for your board.
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