We thought we would share discussion from our monthly virtual Board Chat. There is typically a highlighted topic but most of our time is discussing best practices and getting feedback from fellow board members. Board chat participants posed some excellent questions. Here are the highlights: Question:  How can board members make life better for board chairs? Attend board meetings or at … [Read more...]

Many of the charter schools we work with are adopting 360s as an element of their leadership development plan. We highly recommend this if used for development purposes only, not as part of the leadership’s performance review. We thought we would share this article from the Harvard Business Review as it highlights the impact of a thorough and effective process. Written by Jack Zenger and … [Read more...]

Let’s be honest, the idea of budgeting and forecasting is not something that most educators get excited about. In fact, it is often the case that school and operations leaders see the process as foreign or overwhelming, and believe that it is best delegated to the bean counters with their large computer monitors and savvy excel modeling skills. The reason this top-down approach is problematic is … [Read more...]

Charter school boards use a variety of tools to help manage their meetings. For example, I have observed some boards using Google Drive to assist with the myriad of documents. Although not entirely secure for sensitive documents, this is clearly an option. However, advances in technology brings many new tools into the boardroom making the business of managing charter school boards much more … [Read more...]

Being a new board member on a charter school can be daunting. Clearly ensuring legal, financial and policy compliance is an essential role but what are the additional responsibilities a board member assumes? And, most importantly how do you deliver this information without overwhelming your newly elected members? A few strategies to effectively onboard your newly elected board members: 1. … [Read more...]

A successful board chair transition requires careful consideration and transparency. Are you prepared? As you review potential candidates, consider the following guideline for candid conversations regarding the role. Does the candidate possess the capacity to uphold the following? Capacity Possess time and energy to devote to the school. Understand hours and duties required for the … [Read more...]

  Meeting minutes are a formal recording of transactions that occurred at a specific time and place. Minutes are a record of what was done, not all that was said.  So, what are some best practices for creating effective minutes? Below are a few guidelines for preparing board minutes.   At the top of the page, record the name of the school, the date, time and location of the … [Read more...]

ADOPT MEETING NORMS – Everyone has busy lives. Be respectful of your fellow board members and staff. Show up on time, put cell phones away, read your board packet in advance and always make sure to be respectful of other’s opinions and maintain your professionalism. TOO ENGAGED: Engagement is important; however, often well-meaning passion for the mission gets steeped in a path that is intrusive … [Read more...]