Phase 4 — Strategic Diagnosis

Product Roadmap Framework NEW

3-phase strategic roadmap (Foundation → Build & Execute → Decision Gate) with interactive timeline, 4 workstream swim lanes, 7 KPI progression trackers, 5 exit trigger traffic lights, and 3 strategic paths. Includes Vision & Strategy overview, expandable workstream action cards, and open questions tracker.

Strategic Action Plan

13 low-cost, high-impact retention plays — grounded in 365 survey responses + 3 MS focus groups. Expandable action cards with quantitative metrics, verbatim quotes, cost, timeline, urgency, and suggested owners. Filterable by category, cost, and impact. Includes Student & Family Persona Playbook, Evidence Map connecting 13 themes to specific actions, and improvement priority rankings.

VRIO & SWOT Analysis

8 resources assessed through the VRIO framework + full SWOT matrix with 21 strategic findings. Each backed by quantitative survey evidence. Includes strategic implications for Ferrari / Acura / Wind-Down options.

Geographic Vulnerability Map

222 parents plotted across 42 Austin zip codes. Bubble size = family count, color = vulnerability score. Click any zone for retention risk, cost sensitivity, competitor pull, and 2×2 quadrant breakdown.

Parent Explorer

All 223 parents filterable by division, grade level, 2×2 quadrant, and retention segment. See which grades have kids going to which competitors, with live metric averages and distribution charts.

HS Program Design Inputs

DP vs. CP demand from 122 MS students (39 want career-focused, 23 want full IB). Athletics reality check, feature gap analysis, and parent HS intent segments. The data behind program architecture decisions.

MS Attrition Analysis

122 MS students across Grades 6-8 with grade-level filtering. The cliff: 70.6% of G8 are Critical. Feature gaps, competitor destinations, stayer vs. leaver profiles, persuadable analysis, and intervention mapping with feasibility ratings.

Tuition × Division Analysis

223 parents across 5 divisions (EC, LP, UP, MS, HS). Tuition comfort, cost tier self-selection, value perception vs. price sensitivity, free-switch likelihood, and tuition increase support — all broken down by division with key findings.

Integrated Financial Model

FY26–FY31 five-year planning horizon. Grade-level enrollment planner, revenue engine with tuition escalators, cost model with staffing rules, campus economics (Bull Creek vs West Anderson), P&L waterfall, unit economics, and scenario comparison. Editable inputs with real-time recalculation.

Magellan Promise — Scenario Model

Original Assumptions

Strategic scenario explorer comparing 4 options: Elite IB DP Track, Dual Track (Paid), Dual Track + Free HS (The Magellan Promise), and Return to K-8. Board View with 6 headline KPIs and live sliders. Working Model with 8 tabs for deep financial modeling.

Research-Calibrated Scenario Model NEW

Same 4 scenarios calibrated against UT EMBA Capstone research: 223 parent surveys, 157 student surveys, FY25 financial actuals, and 10-competitor analysis. Includes debt service modeling, Texas ESA toggle, parent segmentation, and survey confidence badges on all key assumptions.

Complete Survey Dashboard (Original)

The original comprehensive dashboard with all survey analysis in a single view — parent confidence, student experience, competitive positioning, division breakdowns, and verbatim analysis. This is the full data exploration tool that powered all subsequent strategic work.