The Annual Summer Board Retreat

Vol. 10 No. 10


An annual Board retreat provides an opportunity for Trustees to devote a day specifically to planning for the future of the school. A well-planned and goal-centered experience can rejuvenate your Board members, build teamwork and commitment, and refocus Trustees on their tasks ahead. If you’re not already doing so, now is the time to plan for your summer retreat. A Board retreat offers many benefits. As you plan this event, you may want to include opportunities to:

  • orient and integrate new members;
  • create the annual Board agenda for the upcoming 12 months;
  • review committee structure and discuss how to develop it further;
  • examine and prioritize the top two or three challenges the Board faces, and identify strategies for resolving them;
  • think through the Board's relationships with the School Head, the Parent Association, and other constituencies;
  • assess the school’s long-term facilities and property needs, and begin planning for a major gifts program and/or a capital campaign if required; and, above all,
  • review the Board’s basic purposes. This recommitment to its historical reason(s) for existing, coupled with any needed modifications, is the foundation on which future decisions rest.

A well-executed annual Board retreat serves as one of the key ingredients in enhancing the focus and the quality of your Board's overall function and effectiveness. The eventual beneficiaries of your enhanced Board-level focus will be the students who experience the strengthened programs and facilities that result. For more on appropriately, strategically building your Board, see The ISM Trustee Handbook.

Additional ISM resources for Consortium Gold members
I&P Vol. 28 No. 4 A Due Diligence Checklist for Board Trustees

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