Governance Tools

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Budget Lab Instructions

Instructions for using the Budget Lab Spreadsheet below. download)
View the file: Budget Lab Instructions

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Budget Lab Spreadsheet

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

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Cone in the Box

Featured in the Governance Handbook for Friends Schools. download)
View the file: The Cone in the Box

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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.
View the file: DutiesofClerk-BillRatliff

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Force Field Analysis

Instructions & Template 307kb file 
View the file: ForceFieldAnalysis

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Henry Freeman Associates Videos

Videos for schools and boards on fundraising.
read more  

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Hidden Hinge

Featured in the Governance Handbook for Friends Schools.  download)
View the file: HiddenHinge

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Jigsaw Puzzle

Featured in the Governance Handbook for Friends Schools.  download)
View the file: JigsawPuzzle

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National Trends Slideshow

Focus on marketing and enrollment -- to better understand current conditions and enhance financial sustainability. (Powerpoint presentation download)
View the file: GM A&S 2009-10

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Quaker-based Decision Making in Friends Schools

Slide show on Quaker-Based Decision Making. (1.7mb pps download)
View the file: Quaker-basedDecisionMakingFS

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Responsibility Charting Tool

Featured in the Governance Handbook for Friends Schools.  download)
View the file: RESPNCHART2016

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Rule of Six

Featured in the Governance Handbook for Friends Schools.  download)
View the file: The Rule of Six

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Substantial Unity

Moorestown Friends School
View the file: SubstantialUnityMFS 2013

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Ten Steps for Strategic Trustee Recruitment

 Featured in the Governance Handbook for Friends Schools.  download)
View the file: TenSteps-StrategicRecruitment

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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 download)
View the file: When Unity is Not Apparent

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Executive Director Evaluation

Friends Council on Education
View the file: ExecutiveDirectorEvaluation-FCE

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Head of School Evaluation

By the Executive Committee
View the file: HeadEvalSample1

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Head of School Evaluation

By the Full Board of Trustees
View the file: HeadEvalSample2

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Head of School Evaluation

View the file: HeadEvalSample3

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Notes on Evaluating the Head of School

By Ruth Greenberger
View the file: Head Eval Greenberger

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Power of 360-Degree Feedback

By Karen M. Dyer
View the file: 360FeedbackEval

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President-CEO Evaluation

by Dr. Brian S. Simmons
View the file: President-CEO Evaluation

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Principal’s Evaluation Process

View the file: HeadEval IndepSchool