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Budget Lab Instructions

Instructions for using the Budget Lab Spreadsheet below. (PDF download)

Budget Lab Spreadsheet

A budget simulation tool -- showing the 5-year impact of multi-variable events and choices.
Also download instructions above. (Excel download)

Cone in the Box

Featured in the Governance Handbook for Friends Schools. (PDF download)

Duties of Clerk

Bill Ratliff, March 2012, former clerk of the board, Friends School of Wilmington, NC.

Observations made as a result of Clerking at one Friends’ independent school and one Quaker institution of higher education.

Evaluation Samples & Tools

View & Download

Force Field Analysis

Instructions & Template 307kb PDF file

Henry Freeman Associates Videos

Videos for schools and boards on fundraising.

Read More

Hidden Hinge

Featured in the Governance Handbook for Friends Schools. (PDF download)

Jigsaw Puzzle

Featured in the Governance Handbook for Friends Schools. (PDF download)

National Trends Slideshow

Focus on marketing and enrollment -- to better understand current conditions and enhance financial sustainability. (Powerpoint presentation download)

Quaker-based Decision Making in Friends Schools

Slide show on Quaker-Based Decision Making. (1.7mb pps download)

Responsibility Charting Tool

Featured in the Governance Handbook for Friends Schools. (PDF download)

Rule of Six

Featured in the Governance Handbook for Friends Schools. (PDF download)

Substantial Unity

Moorestown Friends School

(PDF download)

Ten Steps for Strategic Trustee Recruitment

Featured in the Governance Handbook for Friends Schools. (PDF download)

Thinking of starting a new Friends school?

The New Friends School Kit: Guidance for Starting a Friends School

This Kit is designed to support those inspired individuals and groups who feel led to start a Friends school. The Kit includes an overview of key issues and a collection of resources to provide information and inspiration for the journey.

Click here to see what's inside the kit and to order.

When Unity is Not Apparent

These suggestions are borrowed from the writings of Art Larrabee, Elizabeth Boardman, and Marriellen Gilpin, and from the practice of other effective Quaker clerks. (98kb PDF download)
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