Growing fast and buried in admin

  • Several schools and youth programmes, each with its own spreadsheets and folders.
  • Discovery first: what should be shared, what should stay local, who sees what.
  • A shared platform being explored, with a smaller programme proposed as the first pilot.
Client
A UK community education charity running several schools and youth programmes
Our work
Discovery, operating model and platform design
Business improvement

The business

A community education charity that has grown organically into several schools and youth programmes for children, young people and families. Each programme has its own staff, its own way of working and, over the years, its own systems: spreadsheets, shared drives, separate registration forms, separate ways of taking attendance and separate payment processes.

The challenge

The same child, parent, volunteer or teacher can be involved with more than one part of the organisation, and in each one they exist separately. A child moving from one school stage to the next is registered again from scratch. Information about a young person held by one programme has to be asked for by another, which works only because staff know who to ask. Access to sensitive documents depends on who shared which folder, and access given is not always taken away.

One school leader described an abundance of spreadsheets and the difficulty of tracking anything across them. The leadership’s question was broader than replacing them: how can several related programmes operate as one organisation digitally, while keeping the flexibility each genuinely needs?

What we did

We are at the discovery stage and have not built anything yet, which is the point. Before a platform is designed the charity needs to decide what should become common and what should stay programme specific, and that is a leadership conversation we are helping to structure rather than a technical one.

Through discovery sessions with the people who run the programmes we are mapping how each one works, where administration is duplicated, which information should follow a child between programmes and who needs to see what. The shape emerging is a modular platform: one secure core for identity, the student record, safeguarding, policies, permissions and payments, with programme-specific modules on top, so that a teacher sees a quick register on their phone rather than a management system.

Some principles are already clear. Permissions should follow role and group, through the charity’s existing Google accounts, so that joining, moving and leaving are handled once. Tools that already do a job well, such as Google Classroom and the current payment providers, should be integrated rather than rebuilt. The first phase stays focused on education rather than the whole charity. And a smaller, lower-risk programme should pilot the model before the larger schools move.

What changed

Discovery is giving the charity a clear picture of where administration is duplicated, what its programmes need to share and where they genuinely differ. A shared platform is being explored, with a smaller programme proposed as the first pilot. Nothing has been built yet, and the scope and order of any rollout are the charity’s to decide. If the build goes ahead, we will update this study with what it delivered.

In the client’s words

Our project rep was really friendly and was genuinely trying to understand how we work and help us figure out our own internal processes, as well as helping us to define what we need. It’s helpful that they take a genuine interest in the way we work and what we do: the reps embedded themselves in our organisation to observe, then guide us to what we need. And it’s refreshing that they’re not trying to upsell constantly! Sometimes we don’t just need a new solution, but to tweak the way we work, and they help us to save money.

Headteacher, community education charity

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