Priority Area: Strategy and Planning

At all levels of education’s complex environment, sound strategy is key to driving successful growth and transformational impact on behalf of students and families.

We have leaders who have deep experience in strategy and planning to help you meet your goals.

The Work EP Fellows Could Do For Your Organization

Our Pioneers bring deep strategic expertise to lead growth and expansion, community engagement, marketing, human capital, technology, and much more.

The work that Fellows can do builds on their previous experience in:

Growth and investment strategy

Organizational planning

Change management

Team strategy development and implementation







Venture Philanthropy Firm Business Development Strategist
  • Aggregate market information to refine the firm’s investment strategy for education-related organizations

  • Develop impact metrics that align investment with student outcomes to ensure maximum impact of investment

Charter School Operator Strategic Expansion Manager
  • Identify and evaluate opportunities for school site expansion in new neighborhoods and new cities

  • Support school year planning at new and existing schools

  • Train new school operations directors on systems and procedures to ensure strategic and operational alignment across all schools

Education Nonprofit Strategy Fellow
  • Lead cross-functional development of two-year strategic plan to make progress towards organization’s mission 

  • Align program team capacity and planning with strategic investment areas

  • Develop external communications materials tailored to families, donors, and other stakeholders


Pioneer Spotlights


EP Alumna, 2010


PROJECT: As a Fellow with Oakland Unified School District (OUSD), Stacey supported new strategic efforts to develop quality community schools. She collaborated with district offices on a multi-pronged approach to better understand the decision-making needs of schools, researched best practices, and engaged with key education leaders to provide optimal conditions for individual schools. At the end of her project, Stacey delivered an assessment of Oakland schools’ needs for site-based decision making and recommended scalable models for OUSD to implement to support student success.


EP Alumna, 2012


PROJECT: As a Regional Portfolio Manager at Chicago Public Schools (CPS), Ashley was squarely in the middle of figuring out where money could be cut from physical facilities and put directly into resources that would drive student achievement, like learning programs, textbooks, and more teachers. Her work resulted in 49 school consolidations, 10 co-locations, and six school turnarounds.

Education Sector Needs Strategists and Planners


"This summer, I have had the privilege of working with the Memphis Music Initiative and leading strategic consultation for nonprofits to ensure that the city’s youth have access to high quality music programming and instruction."

--- Four Lessons I’ve Learned as a Strategy Consultant that Every Education Leader Should Know

“Strategic people create connections between ideas, plans, and people that others fail to see.”

--- Stop Talking about Strategy and Start Working More Strategically



Other Priority Areas

EP focuses on recruiting and placing Fellows in four key priority experience areas: data and analysisstrategy and planningoperations, and program and project management. While EP does match Fellows with select roles in human resources, finance, marketing and communications, and other functions, we focus our efforts on our priority areas. 

Data and Analysis Strategy and Planning Operations Program and
Project Management