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We support schools, multi-academy trusts and educational institutions with strategic planning and income generation. Our services equip school leaders with the tools and income to concentrate on what really matters. We will help you secure funding for your activities and achieve long-term financial sustainability with our resource and financial planning support. We provide consultancy for schools and trusts, enabling you to successfully plan and execute any strategic project.

David Ross Education Trust.

The David Ross Education Trust consists of 34 primary and secondary schools across the UK, ranging from small rural primaries to much larger secondary schools in the centre of urban areas. Oaks were commissioned by the Trust to undertake a review of their income generation activity to date and develop a strategy articulating how they could realise their potential in several income generation areas. Upon completion, we supported DRET to implement several of the recommendations. Over a period of 18 months, we carried out condition appraisals of their facilities and a review of staffing structures, processes, and systems. We also analysed the financial performance and facility utilisation of each academy. We undertook a competitor analysis and benchmarking and provided recommendations which included both internal operational improvements and outsourcing the lettings management of four sites. We were further engaged by the Trust to manage the whole end-to-end commercial engagement and Tender process for the four recommended academies.


Our Support.

We understand the intense demand that educational professionals experience on their time and resources, which is why we will take on the operational legwork. We will research and report on your internal and external landscape, develop income-generating plans and submit applications on your behalf.

Strategic Planning

We support schools and multi academy trusts to achieve their aspirations. Our strategy planning services help schools to communicate their long-term vision, mission, and goals and create an actionable plan to realise them.

Income Generation

We help schools to grow their income through effective fundraising planning and implementation. We identify pertinent funding opportunities for your organisation and provide the expertise and capacity to secure new and diverse income.

Capacity Building

We help school leaders review and invigorate their operational processes. Our capacity building services provide educational professionals with the tools and confidence to achieve incredible things for their pupils. 

Trusted by the education sector.

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