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 •
• Coaching •
• 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.
Snow Days for the Business Office
Business and Operations // February 22, 2016
While students and faculty can relax during serendipitous snow days, the Business Office’s work never rests. Deadlines and requirements remain, even when the wind howls and ice beads on sidewalks. So this month, we’d like to talk about four things the Business Office must keep in mind to continue working—despite the season’s foulest weather.
Read MoreAsk ISM's Health Care Reform Specialist
Business and Operations // February 22, 2016
Q: As we finish up Form 1095-C and turn to the transmittal of 1094-C, I keep receiving questions on Line 22: Certifications of Eligibility. What are these, and do we need to complete them?
Read MoreProviding Financial Information to Parents
Business and Operations // February 22, 2016
Your school thrives on engaged parents. However, some families can request information from your office that exceeds your expected level of engagement. Recently on the Business Manager e-list, one school asked how to handle an uncommon financial request from one of its parents: five years’ worth of “financial records.” While transparency with the community is to be encouraged, as a way for the school to demonstrate responsible stewardship of resources, vague requests that come from parents seemingly out-of-the-blue prompt some second-guessing of assumed policy.
Read MoreThe One Question School Heads Must Answer to Guarantee Re-enrollment
School Heads // February 18, 2016
As School Head, you play a crucial part in your school’s advancement goals—particularly re-enrollment. There is no one else who can speak on behalf of your school quite as comprehensively and authoritatively as the School Head, which means you personally can wield a great deal of power and persuasion when it comes to student retention. So, while the Admission Office works on accepting new mission-appropriate students, take a moment to address one vital question that no one else can answer.
Read MoreManaging Romancing Employees
School Heads // February 18, 2016
In this, the most romantic of months, love is in the air for student sweethearts—and maybe in your administrative ranks, as well. When people spend most of their waking hours together, it’s natural for crushes to form for admirable, available peers, regardless if your school’s policies frown on it or not. If you find that love is swamping your school’s halls and offices, here are some ways in which to keep everyone’s “head in the game”—instead of Cupid’s clouds.
Read MoreSchool Spotlight: Bethany Academy’s “Half-Shot, Half-Tuition” Community Building Fundraiser
Private School News // February 17, 2016
December 2015’s Source for Development Directors featured Bethany Academy’s remarkable viral fundraiser, in which the school’s top fundraising parent made a “miraculous” half-court shot and won half off her daughter’s tuition for the 2016-17 school year. We had a chance to talk with Bethany Academy’s Development Director Rochelle Platter, and discuss what went on behind the scenes to create such a successful fundraiser for the school through a community building event.
Read MoreFAST Answers to Frequently Asked Questions
Private School News // February 17, 2016
Q: Families often ask me what they can “expect” as an award when they turn in their financial aid applications. They tell me how much they make in a year, thinking that their salaries will be enough information for me to offer a rough award estimate on the spot. Do you have any advice on how to respond?
Read MoreToot Your Own Horn: Writing Effective Bios
Private School News // February 17, 2016
Bios (short for “biography”) are one of those odd professional documents that people never think they’ll be called on to write … until they are. Whether it’s for a blurb in an Open House bulletin or a longer “About Me” page on the school website, professional and engaging bios appear more often than you think—and are often your prospective audience’s first impression of you and your work. That said, bios can be extremely difficult to write. You know yourself and your accomplishments better than anyone, making you the best person to write the bio, but “tooting your own horn” can feel intrinsically uncomfortable. Fear not! There are tricks for pushing through your initial unease. So let’s take a look at how to write the three most common bios you’ll be called on to provide.
Read MoreThree TED Talks for Development Directors
Advancement // February 11, 2016
A dose of inspiration can be the best cure to the winter blues, which sap our motivation and creativity. To re-energize you for the second half of the academic year marathon, we found three motivational videos for you to watch over your lunch break (or during your afternoon sanity check).
Read MoreSmile for Donations
Advancement // February 11, 2016
In 2014, online megastore Amazon boasted nearly $90 billion in net sales. It currently hosts 54 million “Prime” shoppers subscribing for special deals and the coveted 2-day free shipping option. And now, using the AmazonSmile program, a percentage of those sales can go toward your nonprofit private-independent school.
Read More