Case Study: Berkhamsted Schools Group achieves monthly forecasting and financial agility with Workday Adaptive Planning

Berkhamsted Schools Group Learns from Proactive Forecasting and Reporting

Berkhamsted Schools Group is a historic independent education group of six day and boarding schools in Hertfordshire and Buckinghamshire, serving ages 3–18. The operations team relied on complex Excel spreadsheets that limited data integrity and meant forecasts were produced only once a term, making it difficult to identify cost drivers or respond quickly to changing financial needs.

Working with Clear Plan to implement Workday Adaptive Planning over a six‑week break, Berkhamsted moved to cloud-based, consolidated financials and automated monthly forecasting. The change delivered faster, trusted reporting and easy drill‑downs into expenses (notably staffing), giving the team greater financial agility, clearer visibility across sites, and quicker, better-informed decisions.

Berkhamsted Schools Group

Peter Nicholls

VP of Business Operations