Your action plan, most urgent first
What you're already doing well
This scorecard reflects generally accepted planning practice for small schools: rules of thumb, not rules. It isn't an audit and isn't legal, tax, or accounting advice.
Fix every weak spot with SchoolMath Kit Plus
Each recommendation above points to a ready-to-use Kit Plus template. You get the whole set of finance and governance templates for microschools and small private schools:
- The full 8-tab SchoolMath Kit financial model, with a 25-minute video walkthrough
- Tuition-Setting Worksheet, Tuition & Fee Schedule and Tuition Policy
- Enrollment & Tuition Agreement and Enrollment Tracker
- Monthly Board Financial Report and Annual Budget deck
- Cash Reserve & Spending Approval Policy
- Voucher / ESA Cash Timing Checklist and Calendar
- Lender & Landlord Package, plus a 40-question Q&A Library
Get the free spreadsheet version
Your grade and action plan are above; use Print / save as PDF in your browser to keep a copy. For the numbers behind them, download the free one-tab Break-Even Calculator spreadsheet (Excel / Google Sheets).
Download the free Excel calculatorFree on Gumroad. Enter your email there and the file is sent to you.