# Capstone Operating Plan Workbook

## 1. Executive overview

- Cooperative mission:
- Five member districts:
- Current operating context:
- Three annual priorities:
- Decisions or sponsorship requested from the governing committee:

## 2. Structure and stakeholders

- Link or attach the current organizational chart.
- Link or attach the stakeholder map.
- Summarize decision rights and escalation thresholds.
- Identify responsibilities concentrated in the director.

## 3. Financial operating view

| Item | Current budget | Forecast | Key assumption | Risk / decision |
| --- | ---: | ---: | --- | --- |
| Revenue | | | | |
| Personnel and benefits | | | | |
| Contracted services | | | | |
| Other operating | | | | |
| Operating result | | | | |
| Cash / reserve | | | | |

- Link or attach the staffing forecast and scenarios.
- Explain the cost-allocation method and open questions.

## 4. Contract review system

- Contract inventory owner:
- Review checklist and routing:
- Renewal and notice calendar:
- Legal, insurance, finance, privacy, technology, HR, and governance triggers:
- Implementation and obligation-tracking method:

## 5. People and operations

- Link or attach role scorecard, hiring, onboarding, and delegation tools.
- Name the first process to standardize and its owner.
- Define backup responsibility for essential functions.

## 6. Meeting and communication cadence

| Cadence | Forum | Purpose | Inputs | Decisions / outputs | Owner |
| --- | --- | --- | --- | --- | --- |
| Weekly | | | | | |
| Monthly | | | | | |
| Quarterly | | | | | |
| Annual | | | | | |

## 7. Executive dashboard

Select eight to twelve indicators across service, workforce, finance, operations,
relationships, compliance, strategy, and risk. Define owner, target, warning,
critical trigger, explanation, and action for each.

## 8. Strategy and risk

- Link or attach the one-page strategic plan.
- Link or attach the risk register.
- State the top five residual risks and governing oversight needed.
- State explicit non-priorities.

## 9. 30/60/90-day implementation

| Period | Deliverable | Owner | Dependency | Stakeholder engagement | Completion evidence |
| --- | --- | --- | --- | --- | --- |
| Days 1–30 | | | | | |
| Days 31–60 | | | | | |
| Days 61–90 | | | | | |

## 10. Presentation

- Ten-minute narrative: situation, significance, operating design, first 90 days, risks, and requests.
- Appendices needed:
- Questions anticipated:
- Follow-up owner and date:

## Final integrity check

- [ ] Definitions, owners, dates, and assumptions agree across artifacts.
- [ ] Dashboard measures have a decision forum and action threshold.
- [ ] Contract, privacy, employment, insurance, and financial issues are routed properly.
- [ ] The first 90 days fit real capacity.
- [ ] Sensitive material is stored only in approved systems.

Do not upload personally identifiable student information, protected student records, confidential personnel information, unredacted contracts, credentials, or sensitive financial information to an AI system without explicit authorization. Follow FERPA, IDEA, district policy, employment-confidentiality duties, contractual restrictions, records rules, and approved data-security procedures.