Montessori Organizational Mapping
Strategic Planning with Purpose
Organizational Mapping is about connection: linking vision to strategy, strategy to action, and action to impact, all through a Montessori lens
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Montessori Organizational Mapping: Strategic Planning with Purpose
Montessori Organizational Mapping is more than a planning session—it’s a journey toward your school or organization’s greatest potential. Just as the Montessori classroom is an interconnected ecosystem of children, guides, and environments, an effective organization thrives when its purpose, structure, and actions are in alignment.
Our approach is grounded in three interconnected areas:
Aim – Clarifying your mission, vision, and values so every decision is rooted in your purpose.
Scheme – Defining the goals, intentions, focus areas, and frameworks that will shape your path forward.
Implementation – Curating the right initiatives, establishing clear measures of success, and ensuring the plan is shared, understood, and acted on across your community.
By working through each step intentionally, your organization builds not just a plan on paper, but the shared understanding and commitment needed to bring it to life.
What to Expect in a Strategic Planning Process
Whether you engage us for a one-day board retreat or a full-scale organizational planning process, our work is collaborative, customized, and rooted in Montessori values. We start with listening and discovery—gathering insight from leadership, staff, and stakeholders—before guiding you through vision-setting, strategic priority identification, and action planning.
A full planning process typically includes:
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Discovery & Pre-Work – Stakeholder interviews, document review, and data analysis to understand your current state.
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Facilitated Retreat or Planning Sessions – Interactive, Montessori-aligned facilitation to define or refresh mission, vision, and values; identify priorities; and align on goals.
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Plan Development – Drafting your strategic plan, integrating feedback, and creating visual frameworks to support clarity.
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Implementation Roadmap – Defining initiatives, responsible parties, timelines, and controls of error to track progress.
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Follow-Up Support – Optional coaching or check-ins to keep momentum and adjust as needed.
For board-specific work, our Strategic Board Sessions offer a focused, one-day experience to review strategic priorities, align on mission and vision, and set the year’s course with shared ownership and clear commitments.
Why It Works
Our Organizational Mapping process is uniquely Montessori: it honors the interconnected nature of your community, builds from your mission outward, and uses a prepared environment for adults that fosters clarity, agency, and collective responsibility. We don’t drop in with a pre-packaged plan—we co-create a map you can actually follow.
When we leave, you have more than a strategic document. You have a living framework, a shared language, and a team that knows exactly where it’s going and how to get there.