Free Tools & Guides
Practical downloads, planning tools, and guides — built for independent and Montessori school leaders.
Free resources available to all. Members unlock the full library.
Featured Resource
What's included in the free download:
Free for all Members. Join free →
$49
One-time purchase · Instant download
Associate and Partner members get this free.
Free Downloads
The resources below are free for Members. Sign up takes 30 seconds — no credit card, no commitment.
Free for Members
The Excel-based SFP template with enrollment modeling, tuition strategy, and five-year projection framework. The most-used tool in our consulting work.
Free · All Members
A one-page PDF that reframes how you approach annual budgeting — from a reactive line-item exercise to a strategic planning conversation.
Soon
We're preparing additional free downloads for school leaders. Associate and Partner members get early access to everything as it's released.
Paid Resources
Each Starter Kit pairs the core template with a guided walkthrough, presentation tools, and short-term support from the LUCAT team. Associate and Partner members receive Starter Kits as part of their membership.
$49 · Free for paid members
The full Strategic Financial Planning package — template, walkthrough video, board slide deck, glossary, and 30-day email support.
Soon
Templates, scripts, and frameworks for communicating clearly and confidently with your board — in good times and difficult ones.
Soon
A structured observation and redesign framework for Montessori environments — from toddler through upper elementary.
What's Coming
The LUCAT resource library grows with every program we run and every school we work with. Associate and Partner members get access to every new resource the moment it’s published.
Tuition modeling, enrollment strategy, reserve fund planning, and budget templates for every school size.
Board communication, personnel decisions, policy templates, and tools for new and experienced heads.
Classroom audits, environment design checklists, and space planning guides for Montessori programs.
Family letter templates, crisis communication frameworks, and messaging guides for sensitive situations.
Adding levels, growing enrollment, building a teaching team, and expanding your program with fidelity.
Observation frameworks, coaching structures, and professional development plans for Montessori teachers.
Unlock Everything
Membership is free and gets you access to our core downloads. Associate and Partner members unlock the full library,
every Starter Kit, and early access to every new resource we release.