Board Development
- Retreats and workshops
- Recruitment and orientation of trustees
- Annual calendars, meetings, and agendas
- Committee structure and responsibilities
- Evaluation of head and board
- Succession planning
Long Range Planning
- Process design and facilitation
- Background information
- Retreats and workshops
- Focus groups
- Feasibility and financial analyses
- Implementation and follow-through
- Communications
Endowment Strategies
- Long-range financial equilibrium
- Performance and spending rates
- Support for current operations
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Strategic Financial Analysis
- Financial modeling
- Long-range plan implications
- Compensation strategies
- Tuition strategies
Compensation
- Faculty and executive compensation studies
- Deferred compensation
Comparative Data
- Similar school comparisons on selected topics
Collaborative Benchmark Projects
- Large and complex institutions
- K-12 day schools with enrollments over 750
- PS-12 day schools enrolling 500-750 students
Special Projects
- Custom designed planning/research projects
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