Strategic Financial Modeling Tool

Use the SFMT to Navigate Turbulent Times
The Strategic Financial Modeling Tool (SFMT), developed in partnership by PEJE and Measuring Success, is one of the newer products in our growing Day School Peer Yardstick® Suite of Tools that will help a school achieve its goal of financial sustainability. The SFMT is an interactive versatile software program that allows a school to plan for its financial future in the most effective and efficient way.

Benefits of SFMT:

• Stability in a changing economic climate. Make contingency planning a component of your school's budget process.
• Simultaneous scenario planning. Experiment with multiple scenarios based on evolving enrollment, tuition, and financial aid needs to reach your school's goals and be financially sustainable.
• Easy to use charts and tables. Easily communicate operational and strategic goals for board or donor presentation.
• Automatic feedback based on benchmark data. See how your school's decisions compare to benchmark data.
• Flexibility. Model adjusts to meet individual school needs.
• Cost allocation by division. See detailed budget information for each school division.
• Managerial accounting instead of financial accounting. Tie income statement to balance sheet seamlessly.

PEJE highly recommends that schools retain a PEJE or Measuring Success coach for assistance with data entry and long-term planning.

Contact financialmodel@yardstick.org to purchase SFMT and to begin the process of being matched with a coach. Limited PEJE subsidies are available for coaching.

The SFMT features charts that are easy to cut-and-paste into board or donor presentations.