Plan, Recruit, and Structure: Three Keys to a Successful Board

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Status: RECORDED on FEB 18, 2015

$156 Non-Member

[$143.00 Gold Member]

For many Boards, members can spend a lot of time talking about how the Board should be run differently or composed to increase efficiency, while sidestepping the actual necessary changes. The time has come to stop procrastinating!

This Webinar will offer the tools and guidelines you need to turn your Board from a stagnant, ineffective body to one that can:

  • develop—and execute—strategic plan;
  • recruit excellent Board members; and
  • structure itself and its committees to facilitate positive progress toward school goals

We'll cover these topics:

  • ISM's approach to strategic planning
  • ISM theory on basic committee structure
  • Essential committee responsibilities
  • Required leadership skills
  • Typical committee calendars and timelines

Run Time: Total run time is 60 minutes. The presentation will run approximately 45 minutes with 15 minutes designated for Q&A.

Who Should Attend: Middle and upper school schedulers, Division Heads, faculty leaders

staff photo terry moore

Terry L. Moore, BCP-E

ISM Consultant | Head of Finance, Operations, and Advancement at St. Mary's School

Expertise

Terry shares his expertise with private-independent schools in strategic planning and strategic financial planning, strategic performance analysis, effective school operation, fundraising, faculty evaluation and compensation, and financial aid.

Current Role

Terry joined the ISM Consulting team in 2002, and worked as a full-time Consultant until 2016. He currently consults part time while serving as Head of Finance, Operations and Advancement at St. Mary's School of Aliso Viejo, CA.

Terry has supported more than 200 schools on-site since 2002 through ISM, many multiple times. He also:

  • Leads the annual ISM Business and Operations Academy, which he founded
  • Writes for ISM’s publications, including Ideas & Perspectives
  • Created the ISM FAST program (ISM’s cutting-edge financial aid tool)
  • Speaks at various conferences including NBOA, NYSAIS, CAIS, FISBO, and AISNE
  • Leads ISM workshops and webinars

Prior Experience

Prior to joining ISM, Terry served as the Director of Administrative Services at Trinity Academy, Raleigh, NC. Terry brings 20 years of independent school Board and business operations experience to ISM. With professional expertise in budgeting, marketing, fundraising, and fiscal oversight, Terry’s business knowledge, independent school experience, and professional manner is well suited to the special niche that schools occupy.

He participated with the implementation of a start-up school, including serving as a Board member, Board officer, and supporter to those occupying both Board and administrative leadership roles.

Education

Terry earned a BS degree from East Carolina University, Greenville, NC, and has done graduate work at Regis University, Denver, CO.

If several of us at the school want to attend the Webinar, do we each have to register and pay?

If two or more people at your school want to attend the Webinar in the same location (for example, in a conference room with one monitor) then you only need to register and pay for one person who will receive the email and link. If you have people in remote locations, each person will need to register and pay separately. Essentially, a registration and payment gives you one link to the Webinar.

Will I receive a reminder about the Webinar I’ve just purchased?

Yes. A message will be sent to the e-mail address you registered one or two days before the run date. You will receive a link to the Webinar Website as well as PDF slides of the presentation you will be attending.

What happens if I miss my Webinar? Will the fee be refunded?

If you’ve missed your scheduled Webinar, don’t panic—you will automatically receive a link to the recorded Webinar, barring any technical difficulties that prevent us from recording the session.

Will I receive the recorded version of the Webinar I just attended?

You will receive a personalized link to the recorded version which is included with the live Webinar pricing. You may watch this as many times as you need; however, you will not be able to share this link. If you would like to share the recorded version, you will need to purchase a download. Check the archived Webinar library about two weeks after your live Webinar.

What if I have questions about the presentation? Whom do I contact?

During the Webinar, you will be able to type questions, thoughts, and concerns in the communication box. Each Webinar allows 15-minutes for answering these.

I've purchased a Webinar from the e-Learning Recorded Library but have not been emailed the file.

When you purchased your webinar from the Recorded Library, you were forced to create an account with our shopping court. This makes it possible to track your purchases and also to download electronic products (pre-recorded webinars, collections, or ebooks). You access all of your electronic products by logging in and clicking on Account>Downloads.

What is the difference between single-topic Webinars, Webinar clusters, and Webinar courses?

Single-topic Webinars: These are basic, 60-minute Webinars (typically 45 minutes long with a 15 minute Q&A session), covering various timely concerns and/or situations. Our calendar is updated monthly, and sometimes weekly, as these sessions are designed to tackle a current need within the private-independent school world.

Webinar clusters: These are Webinar sessions covering one topic, but divided into multiple sessions over several days so that the topic can be explored in more detail without overwhelming the attendees. They are designed both for timely topics, such as an update on recent federal laws, and for more general concerns, such as designing your employee medical package to meet both your budget goals and your school’s unique culture.

Webinar courses: These Webinars are designed to function as an ISM workshop but are done remotely. Since they are remote you will not need to travel and incur additional expenses due to that travel. Webinar courses are broken into smaller segments than typical on-site workshops so you won't need to sit in front of your computer for days on end. In fact, Webinar courses can extend over months giving you time to work on projects that a workshop leader may require.

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