Governance Tools


Content

Budget Lab Instructions

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


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


Cone in the Box

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


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


Force Field Analysis

Instructions & Template 307kb file 
View the file: ForceFieldAnalysis


Henry Freeman Associates Videos

Videos for schools and boards on fundraising.
read more  


Hidden Hinge

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


Jigsaw Puzzle

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


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


Quaker-based Decision Making in Friends Schools

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


Responsibility Charting Tool

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


Rule of Six

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


Substantial Unity

Moorestown Friends School
View the file: SubstantialUnityMFS 2013


Ten Steps for Strategic Trustee Recruitment

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


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


Head Evaluations

Evaluation of Head of School
44 bk Download
View the file: HeadEvalSample4

Executive Director Evaluation

Friends Council on Education
View the file: ExecutiveDirectorEvaluation-FCE


Head of School Evaluation

By the Executive Committee
View the file: HeadEvalSample1


Head of School Evaluation

By the Full Board of Trustees
View the file: HeadEvalSample2


Head of School Evaluation

View the file: HeadEvalSample3


Notes on Evaluating the Head of School

By Ruth Greenberger
View the file: Head Eval Greenberger


Power of 360-Degree Feedback
By Karen M. Dyer
View the file: 360FeedbackEval

President-CEO Evaluation

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


Principal’s Evaluation Process

View the file: HeadEval IndepSchool


Board Evaluation

Board Evaluation Tool

Sample from George School, 2013 
View the file: BoardEval-GS


Board Meeting Evaluation Tool

Featured in the Governance Handbook for Friends Schools. 
View the file: Board Evaluation Form


Brief Board Meeting Evaluation

View the file: Brief Board Meeting Evaluation


Board Evaluation Model

Friends Council on Education
View the file: Board eval - FCE


Sample School Board Evaluation Model

from Principles of Good Practice
View the file: BoardEvalPofGP