CharterSource trains business managers, equipping them with the tools and resources they require to be competent, knowledgeable, and effective in their roles. 

We provide a framework and training to implement a Standard Operating Procedure, essentially a roadmap for tracking high-quality practices. Ultimately, efficient operational systems will impact the effectiveness and move the organization forward.

Our group will be led by experts in operations and charter oversight spotlighting the following:

Session 1: Personal Effectiveness

This session will walk operations professionals through how to effectively prioritize and manage the competing demands in operations management workflow. The goal is for operations professionals to leave the session organized and set up for success.

Session 2: Systems Thinking and Building

This session will establish the components of a strong school operations system and give operations professionals a framework upon which to build and manage efficient and effective systems, both big and small, in the charter school.

Session 3: Intro to Ops Team Management

Stewarding your team, build team culture, leverage your role, and structures in place. This session is all about the school operations support “team”, keeping context in mind.  We will walk away with tools for building operations team culture and leveraging operations.

Session 4:  Problem Solving – Enrollment and Admissions

Student recruitment and enrollment is currently challenging many schools.  This session will use this critical challenge to share a problem-solving approach and framework that can be applied to other operations challenges. Together, operations professionals in this session will develop solutions and share best practices while creating a network of collegial relationships for future support.

Session 5: Problem Solving: Academic Data Systems & Student Information Systems

School data is everything and the school relies on school operations personnel for data!  In this session we will learn how to ensure data systems are structured to deliver on what the school needs to ensure that students are counted, thriving, and succeeding; and the school has data it needs to stay solvent and compliant while demonstrating its responsibility to serve students effectively. 

Session 6: Health & Safety

Health and safety discussions are more prevalent than ever and mostly fall to operations personnel to implement. This session provides up-to-date information and systems tools for the coming school year. Participants will learn from each other and walk out with a plan to prepare for SY21-22.