Practical Guidance

Publications

Wage and Hour Practices Webinar

Gain a greater understanding of the complex wage and hour issues at independent schools and hear practical solutions to some of the myths and recurring issues facing school officials.

Long-Range Financial Model

Download an easy-to-use, customizable ten-year budget model. This tool creates charts and graphs which can easily be dropped into dashboards or other presentations. To learn how to use the model, watch this webinar.

Diamond Mind Business Services

Realize a 20% - 40% reduction in electronic payment processing costs on merchant accounts and services from Diamond Mind.

Human Resources Toolkit

Discover more about human resources, such as ADA guidelines and a sample employee handbook.

Practical Guidance for Independent School Business Operations

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Description

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.

Testimonial

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