Practical Guidance for Independent School Business Operations
Practical Guidance for Independent School Business Operations was created to assist the independent school community with the development of sound, comprehensive business office practices. This publication provides fifty-six guidelines in key financial and operational areas including accounting and budgeting, strategic finance, facilities, risk management, auxiliary services and human resources. An Evidence of Achievement Matrix is also included. The Matrix includes three compliance sections: Minimun, Effective and Best, along with a red flag section to help schools identify potential areas of concern. Finally, the document's last section is a worksheet to benchmark your school's progress.
My CFO and I have perused it and are setting aside time this summer to do a close read, complete the checklist, and prepare a plan to address areas for improvement moving forward. This is a brilliant document, very user-friendly, and exactly what I don't have time to create but wish I had!
– Olaf Jorgenson, Ed.D., Head of School, Almaden Country School