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AI agent for education consultants

School Improvement Plan Tracking Agent

Improvement plans are carried out and measured

School Improvement Plan Tracking Agent: what goes in, what the agent does and what you get

What it does

School improvement plans list goals, actions, owners, dates and measures, but they often sit untouched until the year-end review. Each month this agent tracks every action against its date and collects measure data at the set points, such as reading benchmark scores or attendance rates. It compares progress with the plan's expected path and flags stalled actions and measures that are off track. For each flag it drafts a short question to the owner asking for an update and the reason for any delay, then checks again after the reply. The consultant reviews the monthly progress report before it goes to school leaders. Edge case: if a measure's source changes, such as a new benchmark test, it notes that comparisons with earlier results may not hold.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Monthly review 2 USES A TOOL Collect action status and measures 3 DOES Compare with plan dates and targets 4 CHECKS THE RESULT On track? If not: ask action owners for an update and reason fordelay. Back to step 2. 5 DOES Draft the progress report with risks 6 YOU APPROVE Consultant reviews report 7 DOES Share the approved report with the school team 8 RESULT Progress report
Read the steps as a list
  1. Monthly review
  2. Collect action status and measures
  3. Compare with plan dates and targets
  4. On track?If not: ask action owners for an update and reason for delay. Back to step 2.
  5. Draft the progress report with risks
  6. Consultant reviews reportThe agent waits here for your OK.
  7. Share the approved report with the school team
  8. Progress report

How it decides

Action status and measure trends.

  • Actions 2 weeks late flagged
  • Measures below trajectory flagged
  • Source changes noted

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Review cycle
  • Thresholds
  • Recipients
  • Format

What keeps you in control

It always asks you first

  • Report

Hard limits

  • No staff evaluations

It stops when

  • Done: report
  • Stop: plan replaced

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensIn March, the agent tracked 18 actions in the school plan. The reading intervention was 3 weeks late and the attendance measure was not collected. The check failed, so it asked the owners for updates. One reported a staffing gap. Consultant Paula Hayes reviewed the report and approved a new date.

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