Virtual & Onsite Consulting Services


Ensure that your school’s governance and operations support your mission.
We work together with your leaders, teachers, staff members, and students to understand your school’s unique needs, strengths, and challenges. We help you create a plan to help you meet your goals.
Your team can then put these mission-appropriate recommendations into action to achieve increased cash reserves, higher enrollment levels, and long-term stability. At the end of the day, we all have a singular purpose—advance school leadership to enrich the student experience.
We offer personalized consultations for many leadership divisions of a private school—the Board of Trustees, School Heads, the Business Office, the Development Office, Enrollment Management professionals, Marketing professionals, and Academic leaders. Select the area of school leadership you’d like to further explore.

ISM’s Consulting Services can be conducted virtually, ensuring you get the support you need, no matter the circumstances. Learn more by contacting our School Success team.
Our Consulting Services
School Head
Whether you want to ensure that all school functions run at peak efficiency or are considering implementing new strategies and initiatives, lean on a trusted source of knowledge to increase the likelihood of long-term success.
Business & Operations
Take advantage of a full range of planning, facilities, and operations consulting services that give your school a solid footing for the future. Examine where your key operations work well, and where they can use improvement.
Academic Leadership
Your programs set your school apart. Explore how to create and build programs that pull families in and give them an experience they couldn’t have at another private-independent school.
Admission & Enrollment Management
ISM’s data-informed approach pinpoints what attracts families to your school and inspires them to stay. Receive customized solutions based on your school’s unique marketplace stance, challenges, and opportunities.
Fundraising & Development
Learn how to develop successful strategies to engage and bring donors closer to your institution. No matter your school size, history, or pedagogy, explore how to plan, implement, and evaluate your fundraising strategies to realize your full potential.
Marketing Communications
Explore how to share exceptional stories of student learning, engagement, and outcomes, and illustrate how these can become differentiators that distinguish your school from your competitors.
Board of Trustees
The Board must focus its efforts on governing, planning, and financing your school's future, while leaving everyday decisions to competent administrators. To do that successfully, your Board must think, plan, and act strategically.
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One-on-One Coaching for New Heads
Work with an ISM Consultant in your first years of Headship to set you on a path to success.
•Data-Driven Diagnostics •
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• Customized Support •
Help Your School Thrive
ISM members receive access to exclusive, research-based strategies for every leadership division of your school. Take advantage of guidance, savings, and much more.
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See articles for School Heads, Business & Operations, Advancement, Academic Leadership, and Trustees, in addition to Private School News.
Are There Taboo Office Topics Anymore?
Business and Operations // December 7, 2016
The day after Election Day was a somber one for many. The media were going crazy with pro and con debates; activist groups on both sides were hosting rallies; and the majority of us office worker-bees mustered through most of that Wednesday in a daze. Regardless of what side of the political fence you were on, the results required a day of reflection. As a nation, we were imagining our next four years. After we collected ourselves and our thoughts settled, most of us were left in a strange position. Politics is one of those taboo topics HR departments tell us not to discuss during work hours. Like religion, political conversations can quickly enter a red danger zone of offensive or harassing language. This opens organizations up to not just HR claims, but, if the conversation balloons past red and into the purple flashing critical mass zone, your school can find itself in a nasty lawsuit.
Read MoreShould You Waive Bylaws to Keep Wealthy Trustees on the Board?
Board of Trustees // December 2, 2016
The Chair of the Committee on Trustees has proposed expanding the Board by asking several wealthy members to continue their terms indefinitely. The goal is to “keep them actively involved with the school.” However, the Board’s bylaws specify that, at the end two consecutive terms, a Board member must sit out for one year. The Chair believes that having these Trustees directly involved as Board members is critical. The school plans to kick off the silent phase of a multimillion-dollar capital campaign this school year, and the strategic plan calls for another campaign four years later. Keeping them on the Board is bound to yield larger gifts, she feels.
Read MoreParent and Trustee? Tread Carefully!
Board of Trustees // December 2, 2016
You’re at the grocery store, in the park, or at church. Another parent from your child’s school walks up and says, “What do you think of the way the Board is handling the dress code issue?” Of course, as a tuition-paying parent, you have an opinion. Your first thought is to respond, “It’s really disappointing. I can’t imagine what’s gotten into them!” However, you’ve just become a Board member. Now what?
Read MoreObtaining Reliable Data From Surveys to Guide Your Decision-Making
Advancement // December 1, 2016
A common and quite costly mistake schools make is to base decisions on unreliable sources, from a small group of vocal parents who claim that “everyone” feels the same way, or national trends that may or may not apply to your school. The key to avoiding this mistake is to assume nothing. Costly examples include the assumption that families are leaving because of the cost of tuition or because you don’t have a swimming pool; that new families aren’t enrolling because the lower school entrance needs a million-dollar makeover; or that parents all want a Mandarin program (and should thus have one).
Read MoreTips for Working With International Student Agents
Advancement // December 1, 2016
International students bring not only revenue to private schools, but an enhanced level of culture to the overall student experience. Over the past decade, international K–12 programs have seen significant growth throughout the U.S. Assisting K–12 schools with this growth are numerous International Student Broker (Agent) firms and independent consultants. Although schools don’t need to partner with brokers to enhance or initiate exchange student and international study programs, most of the schools ISM works with for international student insurance report using agents to help place students, along with other associated tasks. Through our insurance relationships, we have compiled the following five tips for working with an International Student Broker.
Read More“Free” Doesn’t Mean “No Cost”—The Siphoning of Student Data to Advertisers
Private School News // October 31, 2016
Every program, app, or webinar costs something, even if it’s not money. They require your time and attention, which could have gone toward other priorities. Some require your tacit agreement to receive more information about their goods and services. And some pay for their overhead using student data collected from “free” programs.
Read More10 Reasons You Were Meant to Work at a Private School
Private School News // October 31, 2016
Life as a private-independent school administrator is intensely rewarding, despite the emergencies or interdepartmental spats that arise every fifth moment of the day. When it starts to feel like your entire job is consumed by all the negative aspects, read this article and rediscover why you began your private school career.
Read MoreStudents’ Self-Reporting of Homework Times Wildly Inaccurate, 2016 Study Finds
Private School News // October 31, 2016
There’s been a lot of chatter about the efficacy of homework lately, even here on The Source. Some folks find fault with the quality of homework given, and others with the quantity. However, a study published in the June 2016 edition of the Journal of Psychology has evidence that previous reports and suggestions based on student estimations of homework time could be wildly inaccurate. If verified, this finding could possibly invalidate the last decade’s worth of homework efficacy studies.
Read MoreCuring “Shiny Object Syndrome”: How to Identify Useful Change
School Heads // October 28, 2016
Naturalist Charles Darwin once said, “It is not the strongest or the most intelligent who will survive but those who can best manage change.” While change is vital to every organization’s survival, how a school manages that change determines its viability for the next generation of students. Therefore, identifying the adjustments that are right for your school—and making sure your school is ready for such changes—becomes more strategically important than keeping up with the Jones’s school down the road. This month, we’ll be talking about the cost of "shiny object syndrome," and how to avoid dedicating your school to a failing change proposition.
Read More10 Reasons You Were Meant to Be a School Head
School Heads // October 28, 2016
School Heads may have one of the hardest jobs in the world, being expected to be “on duty” during every emergency and every rally. You navigate social media meltdowns, campus emergencies, faculty requests, and parent expectations every day—and your biggest thank-you is a smile from a student at your presence. That smile is probably the biggest reason why you signed on for this job in the first place. However, just in case you’ve forgotten why you wanted this gig in the first place, we’ve got a list of the top ten reasons why being a School Head was what you were meant to do.
Read More