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Planning: Questions and Answers
Representative Clients

Strategic Planning

A primary responsibility of any board of trustees is to plan strategically for the long-term needs of the institution. 

The consultant works with a core group of trustees to oversee an inclusive process that engages the entire community in examining the school’s mission and charting direction for the future. The process, which can be as short as a weekend or as extended as a school year, often begins with a day-long retreat where school leaders, administrators and trustees review the school’s mission (which is the foundation of all planning) and brainstorm a vision for the future. Issues often cluster under such headings as: 

  • leadership 
  • personnel 
  • program 
  • plant
  • governance
  • finance 
  • constituency relations 
  • enrollment 
  • marketing 
  • development 

Task forces, formed with broad inclusive membership, work to articulate the vision, goals and strategies that ultimately become the final plan. The consultant works closely with the core planning group to monitor the process, keep the task forces focused, and arbitrate conflicting issues. 

The end result is a comprehensive document that provides a five-year roadmap for annual implementation. (Learn More)

Specialized Services:

Head Searches

Organizational Management

Customized Administrative Recruitment

Executive Compensation

Trustee Development Services

Board Training and Retreats

Head-Board Relations

Board Evaluation

Strategic Planning

School Assessment

Faculty/Administrative Retreats

Publications Review

 

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