Trust strategic plans: template and guidance

Use the template and advice in this article to get started with your trust’s strategic plan, and take a look at examples to see how other trusts have set out their plans and what they’ve included.

Last reviewed on 25 February 2022
School types: AllSchool phases: AllRef: 44200
  1. Template strategic plan
  2. How to write the plan
  3. Questions to consider
  4. Examples from trusts
  5. Monitoring the plan

Template strategic plan

A strategic plan should turn the vision for what your trust wants to achieve into a plan that can be implemented and evaluated.

Your strategic plan sets out where your trust is now, and where you think you should go next, with a focus on delivering for pupils. It will normally cover a 3 to 5 year period.

Download our template and use it to get started with your strategic plan.

KeyDoc: strategic plan template DOC, 201.5 KB

Use your report to the board and self-evaluation as a starting point Get input from other senior executive leaders, and those who will be responsible for delivering the plan. However, try to avoid getting leaders in individual schools involved as decision makers Get input from the chair and board of trustees Make sure you’re in touch with your regional schools commissioner, so you understand the landscape of the region and

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