The EduTec Alliance Approach

Here you’ll find everything necessary to create your school’s educational technology vision and strategy, and then implement it


Learn how to apply the same methodologies and processes that we deploy with our clients in the videos below.  We are making these freely available to every organisation that wants to build a solid educational technology structure, which we believe is the base for effective learning and safe and efficient operations. This is our way of contributing to the development of education. 

Siobhain Allum, Head of Primary at YK Pao School in Shanghai, shares her views on defining her educational technology strategy and delivering a key project using The EduTec Alliance’s approach.

Step by step instructions on how to develop your institutions educational technology Vision and the Strategy for how to achieve it. 

Introducing The EduTec Alliance’s approach and its ‘Box Model’ framework for design and delivery of projects.

In this video you’ll find everything that you need to know to successfully design and implement an educational technology project for your school.  All the templates used are available on our site.


The EduTec Alliance Document Templates are available free for use below. You will find more information about their application in the video series.

Meetings and Reports (Word)

Meeting Agenda

It’s usual to start with ‘Introductions’, then ‘Objectives of the Meeting’ followed by the key items you want to discuss.  AOB = Any Other Business

Download here.

Meeting Notes

Copy and paste Actions directly into Meeting Actions by adding extra row in Actions table, selecting all actions from meeting note and pasting to second column.  Always use YR.WK format for dates to allow sorting of Actions.

Download here.

Meeting Actions

Number actions sequentially. Use Word Table Sort to sort by ‘ID/Ascending’ for adding actions and by ‘Status/Descending & By Wk/Ascending’ for tracking.

Download here.


Formatted for headers up to level 5. Remember to update front page information, change control and index (right click) before printing or distribution.

Download here.

Reviews (Word)

Discovery: Stakeholder Briefing Session Agenda

Provide the stakeholder with a context for the review and then define the information required and how it will be captured.

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Discovery: Input Framework

Raw framework and completed examples are reviewed at the Briefing Session. Stakeholder should be encouraged to discuss with colleagues and complete prior to Input Session.

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Discovery: Input Session Meeting Note

Create from the Input Session recording and ensure that points are clear, correctly tagged and there are no overlaps or duplications.

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Discovery: Stakeholder Input Summary

Key review deliverable. Makes use of Word table sort function to group and filter points by type and strand.

Download here.

Projects (Word)

Project Initiation Document

A framework for defining all work associated with the design and implementation of a project. Aligned with the EduTec Alliance’s “Box Model” metodology.

Download here.

Documents & Templates

The EduTec Alliance Documents & Templates are free to download. These are key assets that we create during our assignments to ensure consistency and accuracy. You’ll find the documents featured in the videos above. 

Educational Technology Schema


The ‘functional decomposition’ schema for educational technology in a generic international private school. Installed components and integration points are added to create a single page view of the whole ecosystem – see populated version.

Developed by The EduTec Alliance and built in MindNode – original available on request.

Download here.


An example of a populated ‘functional decomposition’ schema for an Asian international private school, showing all components and their integration points. This diagram is referred to our members as the ‘Christmas Tree’.

Download here.

Project Management


Gantt Chart of a project plan for a school’s implementation of an Apple based ecosystem.  Built in Merlin Project 6.

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Issues Register of a project plan for a school’s implementation of an Apple based ecosystem.  Built in Merlin Project 6.

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Risk Register of a project plan for a school’s implementation of an Apple based ecosystem.  Built in Merlin Project 6.

Download here.

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