Leading the Effective Upper School

Leading the Effective Upper School
Leading the Effective Upper School

Date(s): -
Location: Minneapolis, MN

Feel confident in your role as an upper school leader by attending this weeklong workshop. Work alongside fellow upper school Division Heads to strengthen your leadership skills, learn how to navigate change, promote a healthy school culture, achieve your school and personal goals, and support your school’s mission.

Take your insight, knowledge, and experience to the next level by spending an intensive week with a group of fellow upper school Division Heads. Explore your personal leadership style while analyzing and reflecting on strategies for evaluating faculty, navigating school change, promoting a healthy school culture, and strategic scheduling. You’ll also consider how to best handle delicate situations and conversations, as well as develop your school’s approach to diversity, inclusion and equity.

Through review of recommended processes, case studies, and discussions, you’ll walk away from this workshop with the knowledge to approach your administrative leadership duties deliberately, rather than relying on “gut instinct.”


    • Learn what it means to infuse your school’s mission into your work as a Division Head.
    • Develop an effective team of Deans, Department Chairs, Athletic Directors, and other staff you can rely on to deliver your division’s education with excellence.
    • Discover how to hire, evaluate, and coach faculty and staff to foster professional growth and a positive school culture.
    • Explore how to manage the pressures felt by students, teachers, and parents in an increasingly competitive college counseling landscape.
    • Support your school’s priorities and programs through your daily schedule and academic calendar using innovative scheduling strategies.
    • Empathetically and constructively handle challenging situations and conversations with colleagues, students, and parents to prune budding problems before they blossom into major conflicts.
    • Identify prioritized goals for the first few weeks, opening months, and for the full academic year.

    Who Should Attend:

    Upper School Division Heads and Principals should attend.

    Andy King

    Andy King

    ISM Summer Institute Faculty | Upper School Director at Hackley School


    Andy has been an Upper School Director for nearly 10 years. He is an expert in developing an effective team of Deans, Department Chairs, Athletic Directors, and other staff to help deliver the school’s mission with excellence.

    Current Role

    As Upper School Director at Hackley School in Tarrytown, NY, Andy leads a division of approximately 400 students and 70 faculty and staff members. He works directly with students, evaluates teachers, manages hiring and orienting new faculty, oversees parent communications, designs curriculum, manages disciplinary matters with students, and resolves personnel matters with faculty and staff.

    He has also supported the implementation of a new daily schedule, the development and adoption of a new academic calendar, the rollout of an Upper School iPad initiative, and acted as co-leader of the transition committee for Hackley School’s new Headmaster.

    Prior Experience

    Andy King joined the faculty of Hackley School in 1998 as a history teacher, admission associate, coach, academic advisor, and boarding associate. Andy has been involved in nearly every aspect of school life, including admission, boarding, athletics, and alumni relations. In addition, he served several times as a faculty mentor and was elected by his K–12 colleagues to the role of Faculty Representative to the Board of Trustees.


    Andy holds a bachelor’s degree in History from Colgate University and a master’s degree in Educational Administration from Teachers College at Columbia University. During his time at Teachers College, Andy was a Joseph Klingenstein Fellow and a graduate of the Klingenstein Center’s Private School Leadership program. His graduate thesis was titled Fostering Academic Integrity in Independent Schools: Countering ‘The Cheating Culture.’


    Rebecca Zug

    Rebecca Zug

    ISM Summer Institute Faculty | Head of Upper School at Wilmington Friends School


    Rebecca is an upper school leader who is passionate about helping administrators infuse their school’s missions into their work.

    Current Role

    As Head of Upper School at Wilmington Friends School in Wilmington, DE, Rebecca oversees hiring, faculty evaluation, and curriculum development. Wilmington Friends School has deepened its professional development programming, increased collaborative service work, and joined an online school consortium under her leadership.

    Rebecca also oversees the athletic department, the Dean for Students, and the college counseling office. She is a member of the senior administrative team with responsibilities in marketing, admission, and finance.

    Prior Experience

    Rebecca previously served as Dean for Students and a history teacher at Sidwell Friends in Washington, D.C. Her first job after college was teaching history at an international school in Venezuela.


    Rebecca is a graduate of Harvard College as well as Harvard Graduate School of Education with an academic background in American and Latin American history and literature.

    Workshop Schedule (subject to adjustment)

    (Continental breakfast is available starting at 7:00 a.m. and breaks are at 10:15 a.m. and 3:00 p.m. daily.)


    7:00-8:30 Registration and Breakfast

    8:30–10:15 Session One

    10:15-10:30 Break

    10:30-12:15 Session Two

    12:15-1:15 Lunch with ISM

    1:15-3:00 Session Three

    3:00-3:15 Break

    3:15-5:00 Session Four

    5:00-5:30 General Session

    5:30-6:00 Reception with ISM

    6:00 Dinner with ISM



    8:30–10:15 Session Five

    10:15-10:30 Break

    10:30-12:15 Session Six

    12:15-1:15 Lunch with ISM

    1:15-3:00 Session Seven

    3:00-3:15 Break

    3:15-5:00 Session Eight

    5:00–6:00 Reception with ISM



    8:30–10:15 Session Nine

    10:15-10:30 Break

    10:30-12:15 Session Ten

    12:15-1:15 Lunch with ISM

    1:15-3:00 Session Eleven

    3:00-3:15 Break

    3:15-5:00 Session Twelve

    5:00–6:00 Reception with ISM



    8:30-10:15 Session Thirteen

    10:15-10:30 Break

    10:30-12:15 Session Fourteen

    12:15-1:15 Lunch with ISM

    1:15-3:00 Session Fifteen

    3:00-3:15 Break

    3:15-5:00 Session Sixteen

    5:00–6:00 Reception with ISM



    8:30-10:15 Session Seventeen

    10:15-10:30 Break

    10:30-12:00 Session Eighteen/Action Planning


    31.25 hours

    Workshop Location
    Radisson Blu Minneapolis Downtown 
    35 South 7th Street 
    Minneapolis, MN 55402 

    Group hotel reservation rate of $199 is available until June 3, 2019. Subject to availability. Please wait until the workshop status is 'confirmed' before making your travel and hotel arrangements.

    Reserve Your Room


    ISM's room block is open for online reservations or for call in reservations, and below are the available options for your attendees to be able to make reservations:

    1. Click RESERVE YOUR ROOM above or use the link provided to add to your website for your attendees to book reservations: http://www.radissonblu.com/reservation/itineraryEntrance.do?pacLink=Y&promoCode=ISM19&hotelCode=MPLS_DT
    2. Access the booking window on our main webpage www.radissonbluminneapolis.com, choose the event dates (between June 21-30, 2019), and use the promotional code ISM19
    3.  Call the hotel directly at 1-612-339-4900 and ask for the Independent School Management room block.

    The Radisson Blu is pet-friendly. Please contact the hotel for details.


    Delta Airlines is offering Advancement Academy attendees discounted fares. Click this link to get to Delta reservations. Fill in your departure city and destination (MSP). If the Meetings Event Code box is empty, use the Meeting Event Code NMSM8. You may also call Delta Meeting Network® at 1-800-328-1111, Monday through Friday, 7:00 a.m. to 7:30 p.m. (CT) and refer to Meeting Event Code: NMSM8.

    American Airlines is offering Advancement Academy attendees discounted fares into Minneapolis (MSP). Visit aa.com and select your flights. At the bottom of the passenger info form, you will see “Promo Codes and accounts.” Click “edit” and use code 3569DN. Then proceed to picking your seats.

    Nearby transportation
    Traveling in and around the Twin Cities is effortless with on-site self-parking and valet parking and a convenient location just 12 miles from the Minneapolis-St. Paul International Airport (MSP). If you don’t feel like driving, the Nicollet Mall and the 5th Street light rail train station are only two blocks away.

    How will ISM communicate workshop information with me?

    It is essential that your school approves the following email addresses from ISM:

    • workshops@isminc.com
    • marie@isminc.com
    • tomi@isminc.com

    You will be receiving all communication—including your confirmation email and access to your workshop's Google Drive account—from these emails.

    What does my registration fee include?

    All workshop materials, breakfasts, lunch or dinner daily, and social hours are included.

    What is not included in my registration fee?

    Hotel accommodations and travel expenses, other meals not noted.

    What should I wear?

    Meetings rooms are generally cold, as temperature control in meeting spaces and large convention centers is difficult. Please bring a sweater, jacket, or sweatshirt.

    Summer temperatures average 79 to a low of 59. The classrooms and guest rooms are usually comfortable, but you may want to dress in layers in case the rooms are too warm or too cool for you. Dress is casual. Wear whatever is comfortable—jeans, sweat shirts, sweaters, etc. For current weather conditions, we recommend checking weather.com.

    What should I bring?

    You’ll receive a letter from your workshop instructor letting you know what to bring. However, please bring a laptop or tablet for online access.

    Where can I work out?

    The Radisson Blu fitness center is positioned on the 17th floor to offer expansive views of the impressive Minneapolis skyline. You can hop on one of the bikes, cross-trainers and treadmills by Life Fitness while you catch up on your favorite shows on the individual 17-inch HDTVs. If your workout routine includes strength training, you’ll find plenty of free weights and weight machines. For a more calming atmosphere, head to the adjoining movement studio, the ideal place to stretch or re-center with yoga and tai chi. When you’re finished, the private male and female locker rooms include refreshing showers and personal digital lockers.

    Can my special dietary requirements be met?

    Absolutely. Just give the Workshops Department a call at 302-656-4944, and we'll make sure your needs are accommodated.

    How much free time will I have?

    There are periods before, between, and after workshop sessions for relaxation, recreation, and socializing.

    Should I need medical or dental attention, where should I go?

    Should you need medical attention in a non-emergency, notify ISM staff and the hotel staff. The hotel can recommend what facilities are available, and may be able to supply transportation. In an emergency, call 911.

    Confirmation and Cancellation Policy

    We will correspond with you through email as soon as your workshop is confirmed, no later than two weeks prior to its start date. Occasionally, we may be forced to cancel an unconfirmed, scheduled workshop due to insufficient registration. So we ask that you do not make non-refundable travel arrangements until you receive notice that your workshop is confirmed. (ISM will not be responsible for any change/cancellation charges assessed by your airline or travel agent.)

    Tuition Payment and Cancellation Policy for In-Person, Group-based Programs

    Tuition must be paid in full 10 business days prior to the start date of the in-person, group-based program. An attendee with a balance due on the start date will be denied entrance to the program until the balance is paid in full.

    Cancellation requests must be made in writing by emailing workshops@isminc.com, faxing to 302-656-0647, or mailing to: Professional Development Coordinator, ISM, 1316 N. Union St., Wilmington, DE, 19806.

    • Cancellations received more than 15 business days prior to the start date of the program will be fully refunded. Gold Dollars will also be fully refunded.
    • There will be no refunds for cancellations made less than 15 business days before the start of the program. For registrations paid for with membership Gold Dollars, the member school will receive a 50% refund of Gold Dollars.
    • Non-payment of tuition or no-show to the event does not constitute a cancellation. Full tuition will be due and payable.

    The Substitution Option and Wallet Option

    Should an attendee need to cancel less than 15 days prior to the start date of the workshop, the school has two options to avoid penalty. Schools may also exercise these options at anytime for cancellations. 

    1. The school may substitute another employee.
    2. The school may bank the funds for a future ISM registration. These funds must be applied to a professional development event within one year from the start date of the original workshop. After one year, the funds will be forfeited. To use banked funds, please call the Professional Development Coordinator at 302-656-4944 x152.

    *We DO NOT accept enrollments from consultants.



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    Image of a teacher and students in class

    Our Guarantee

    ISM believes in providing quality and excellence in all of our workshops and in ensuring the satisfaction of everyone who attends. Nearly 100% of our participants say they would recommend our workshops to their colleagues. If you are not satisfied with your workshop for any reason, ISM will credit the fee you paid toward another similarly priced workshop or will refund it.

    If you have any questions, click below to send us an email. 

    Workshop Registration

    Register for your Workshop online by filling out the form below. 

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