Practical Guidance for Independent School Business Operations

Practical Guidance

An Assessment Tool

For schools to secure their financial health in perpetuity, they must have clearly defined operational policies and procedures as well as sound fiduciary practices. The 60 fully revised guidelines in the second edition of “Practical Guidance” cover four key areas: governance, finance, facilities and operations, and human resources. Each guideline includes a range of evidence of achievement, divided into three categories: baseline practices, exemplary practices and red flags, which should help schools identify areas of concern. This assessment tool includes an interactive action-planning worksheet to help leaders prioritize action items for their own purposes or in preparation for an accreditation or reaccreditation visit.

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Free for members  |  $179 for nonmembers*

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"I love this redesigned tool. It feels well-laid out, clear and action-oriented. Compared to the 2015 version, this is a big improvement!"

Nishant Mehta
Head of School, The Children’s School

"I absolutely love the changes! I think the functionality in the guideline sheets and how [the information] flows to the assessment/action plan is excellent."

Linda Dennison
Director of Finance and Comptroller, Phillips Academy


Summer Webinars

NBOA Summer Webinar Series: Financial Sustainability

NBOA’s Summer Webinar Series is back, this year addressing four critical areas of financial sustainability: enrollment and net tuition, right-sizing the operating budget, the philanthropy landscape and strategic leadership through accelerated change. While the challenges schools face may be more complex than ever before, opportunities and successes remain to be seized.

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