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Strategic Plan - Vision 2030

Hales Valley Trust: Vision 2030 Strategic Plan – Executive Summary

Vision:
To achieve excellence in education, financial sustainability, and operational efficiency, ensuring every child and family benefits from high-quality provision and opportunities.

Mission:
Innovate and implement strategies that enhance educational outcomes, generate income, optimise operations, manage estates, ensure financial sustainability, and uphold effective governance.

Strategic Pillars & Priorities

1. Excellence in Governance

  • Led by: Chair of the Board
  • Priorities:
    • Develop robust governance frameworks for transparency and accountability.
    • Engage stakeholders at Trust and local levels.
    • Deliver ongoing leadership training for Trustees and Advocates.
    • Promote charitable objectives and civic duty.
  • Quality Assurance:
    • Annual reviews of delegation schemes, Trustee strategy, attendance, feedback, and audits.
    • External and internal audits, vacancy management, and complaints monitoring.
  • Key Metrics:
    • Meet DfE ‘Strong Trust’ definition, compliance with legislation, high attendance, and effective stakeholder engagement.

2. Excellence in Education

  • Led by: Director of Education
  • Priorities:
    • Leadership Excellence: Develop future leaders with a child-centred focus.
    • Inclusion Excellence: Prioritise inclusive practices, early intervention, and community involvement.
    • Teacher Excellence: Professional development, evidence-based teaching, mentoring, and reflective practice.
    • Early Years Excellence: Secure, respectful relationships, high expectations, diversity, and play-based learning.
  • Quality Assurance:
    • Leadership reviews, 360° feedback, professional development audits, school improvement plans, and stakeholder surveys.
    • Inclusion audits, SEND reviews, and external validations.
  • Key Metrics:
    • Improved pupil outcomes, narrowing attainment gaps, high staff retention, positive stakeholder feedback, and Ofsted ratings.

3. Excellence in Financial Sustainability

  • Led by: Director of Finance and Operations
  • Priorities:
    • Financial Sustainability: Strategic planning, investment, risk management, and long-term viability.
    • Operational Efficiency: Data-driven resource allocation, staff training, technology adoption, and performance metrics.
    • Estates Management: Facility optimisation, sustainability initiatives, proactive maintenance, and safety.
    • Income Generation: Marketing, maximising funding streams, partnerships, and community engagement.
  • Quality Assurance:
    • Financial forecasting, audits, benchmarking, compliance with statutory regulations, and robust reporting.
    • Procurement savings, risk management, continuous improvement, and staff wellbeing strategies.
  • Key Metrics:
    • Healthy cash reserves, surplus budgets, compliance, procurement savings, reduced staff turnover, and increased income from lettings and partnerships.

Monitoring & Accountability

  • High-Level Metrics:
    • Each strategic priority is tracked through detailed KPIs, annual audits, stakeholder feedback, and compliance checks.
    • Progress is measured against national standards (DfE, Ofsted, Charity Commission), with regular reporting to the Board and committees.
    • Continuous improvement is embedded through feedback loops, external validations, and transparent communication.

Conclusion

The Vision 2030 Strategic Plan sets a clear, ambitious direction for the Hales Valley Trust, focusing on excellence in governance, education, financial sustainability, and operational efficiency. The plan is underpinned by robust quality assurance processes and measurable outcomes, ensuring the Trust delivers lasting impact for children, families, staff, and the wider community.