Summer Institute

30+ IN-PERSON WORKSHOPS IN PHILADELPHIA, PA | JUNE–JULY 2024

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Summer Institute
Summer Institute

Whether you’re new to independent schools, hoping to excel in a recent promotion, or looking to master an advanced skill, explore the latest research, leading methodology, and best practices in our Summer Institute workshops.


Attendee Snapshot

Summer Institute in 2023 was held in Philadelphia, Pennsylvania

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workshop

Capital Campaign Mastery: Design and Implement an Extraordinary Campaign

Date(s): 6/24/2024 — 6/26/2024 Location: Philadelphia, PA Status: Open Credits: 30 IACP

Discover the strategies you need to prepare for a successful capital campaign to motivate and engage your supporters—creating an inspirational and sustainable vision for the future.

Your school, whether large or small, can run a successful capital campaign—with the correct preparation.

Explore the dynamics of independent school fundraising to support your school’s ability to make a difference for your students. Become more confident in your role and understand how to maximize the capacity of your volunteer and donor base.

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$3,045.00
General & Silver

$2,740.00 Gold

workshop

Transformative Academic Leadership

Date(s): 6/24/2024 — 6/28/2024 Location: Philadelphia, PA Status: Open

Join other exceptional academic leaders to explore and refine your leadership strengths, uncover limiting blind spots, and gain practical tools to take your leadership to the next level and transform your school’s culture.

In an era of hyper-change against the backdrop of the pandemic, political polarization, changing markets, teacher shortages, and pivotal technological advances, leading schools has never been more challenging. This workshop is designed to support and reenergize talented leaders in your tireless efforts to foster a thriving, stable school culture. As an academic administrator, culture starts with you, and you set the tone for your teachers. A predictable and supportive environment is essential for faculty to have the capacity to embrace inevitable changes with fortitude and enthusiasm.

Uncover your capacity to be an even more inspiring and effective leader, reconciling competing priorities while still affecting necessary higher-order change initiatives for staff and students. This workshop gives you the tools to make those goals a reality while keeping your school viable and sustainable.

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$5,460.00
General & Silver

$4,915.00 Gold

$4,640.00 3+ Person

workshop

The New Marketing Communications Director

Date(s): 6/24/2024 — 6/26/2024 Location: Philadelpiha, PA Status: Open Credits: 30 IACP

Discover how to excel as a Marketing Communications Director.

The efforts of a school’s Marketing Communications Office are integral to the school’s future. This team shares a unified message with a school’s faculty, staff, students, families, and the larger community.

This workshop combines foundational, practical topics with efficient marketing communications procedures. Additionally, we’ll give you proven materials to help you create strategies to meet your goals.

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$3,045.00
General & Silver

$2,740.00 Gold

workshop

The Independent School Business Officer

Date(s): 6/24/2024 — 6/28/2024 Location: Philadelphia, PA Status: Open

Excel as a strategic business leader, whether you’re new to the profession, starting in independent schools for the first time, or a seasoned professional.

Learn what it takes to be successful in this vital role. Gain the full scope of how independent schools work and how your job responsibilities are integral to the school’s success. Master the tactics you must know to move your Business Office forward and discover how to support your school’s mission for years to come.

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$5,460.00
General & Silver

$4,915.00 Gold

workshop

Chairing Your Department: The First Five Years

Date(s): 6/24/2024 — 6/28/2024 Location: Philadelphia, PA Status: Open

Learn how to bolster your leadership capabilities, sharpen your communications skills, manage your team with confidence, and support your school’s long-term goals.

Department Chairs act as an essential bridge between a school's Leadership Team and the faculty. Explore strategies for exercising leadership, communicating openly, and running your department effectively. Discover how to facilitate change and support your colleagues to deliver your mission with excellence.

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$5,460.00
General & Silver

$4,915.00 Gold

$4,640.00 3+ Person

workshop

(Re)Build a Strong Advisory Program

Date(s): 6/24/2024 — 6/26/2024 Location: Philadelphia, PA Status: Open

Create and implement a thriving advisory program to support your middle and upper school students.

A successful advisory program is a difference-maker for middle and upper school students. How does yours rate?

In this interactive workshop, educators explore core concepts for focusing, enhancing, and building (or rebuilding) the advisory program so it reflects and supports the mission of the school. Leave with substantive recommendations for others back home—supported by a comprehensive outline of advisory practices, themes, and activities—as well as an action plan to make it happen.

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$3,045.00
General & Silver

$2,740.00 Gold

workshop

The Vital Role of the Administrative Professional

Date(s): 6/24/2024 — 6/26/2024 Location: Philadelphia, PA Status: Confirmed

Discover tools and strategies to create successful partnerships that result in improved efficiency and teamwork.

The role of the Administrative Professional is vital to school operations. You provide exceptional administrative support to ensure the productive operation of your school offices.

Move from confusion and chaos caused by a lack of boundaries to working in respectful partnerships, with appropriate peer support. Discover how to effectively collaborate with your direct supervisor and with school colleagues. Become a valuable leader by partnering with ISM for professional development and peer networking.

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$3,045.00
General & Silver

$2,740.00 Gold

workshop

Demystifying Planned Giving: The Road to Transformational Philanthropy

Date(s): 6/26/2024 — 6/28/2024 Location: Philadelphia, PA Status: Open

Learn how to simplify planned giving to enable prospects to give gifts larger than they imagined.

Billions of dollars of intergenerational money are currently being transferred from one generation to another, creating significant philanthropic opportunities—are you alert to the full potential of your school’s supporters?

Unlock the power of planned giving and pave the way for transformational philanthropy in your school. This workshop provides a comprehensive guide to creating a dynamic planned giving program that resonates with donors, fosters long-term engagement, and secures sustainable support for your cause.

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$2,720.00
General & Silver

$2,450.00 Gold

workshop

Change Management: Balancing Transformation Alongside Tradition

Date(s): 7/8/2024 — 7/10/2024 Location: Philadelphia, PA Status: Open

How can school leaders build capacity for change in their schools, and facilitate change at the rate their school can manage?

High-functioning private schools continually evolve. But although private schools have the freedom and independence to be innovative, most aren’t. Implementing change can be a difficult task for many reasons, such as complex administrative structures and decision-making processes, long-standing traditions and established practices, and limited resources to invest in new opportunities.

In this interactive workshop, Polly Parker and Steve Salvo will explore how to enact change while taking into account the cultural and administrative realities of private-independent schools.

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$3,045.00
General & Silver

$2,740.00 Gold

workshop

Mastering Your Role as Middle School Dean of Students

Date(s): 7/8/2024 — 7/11/2024 Location: Philadelphia, PA Status: Open

Become a great middle school leader. Support your school’s mission and culture, engage your faculty and staff, and enrich the student experience.

Middle School Deans wear many hats: teacher, advisor, disciplinarian, coach, administrator, and more. Learn how to set goals, satisfy the needs of multiple stakeholders, communicate effectively, and find time for self-care.

Establish strategies and systems for performing your job functions, backed by research, data, and case studies. Create a personalized action plan for the school year to set you on the path to success.

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$4,075.00
General & Silver

$3,670.00 Gold

workshop

Chairing Your Department: The First Five Years

Date(s): 7/8/2024 — 7/12/2024 Location: Philadelphia, PA Status: Open

Learn how to bolster your leadership capabilities, sharpen your communications skills, manage your team with confidence, and support your school’s long-term goals.

Department Chairs act as an essential bridge between a school's Leadership Team and the faculty. Explore strategies for exercising leadership, communicating openly, and running your department effectively. Discover how to facilitate change and support your colleagues to deliver your mission with excellence.

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$5,460.00
General & Silver

$4,915.00 Gold

$4,640.00 3+ Person

workshop

Developing a Dynamic Annual Fund

Date(s): 7/8/2024 — 7/10/2024 Location: Philadelphia, PA Status: Open

Learn how to design and implement a winning annual fund program that’s the heart of your fundraising initiatives.

The foundation of your school’s culture of philanthropy begins with a strong annual fund. Discover how to build a thriving annual fund strategy that drives relationships, generates enthusiasm, and raises dollars—enabling your school to go above and beyond in delivering your mission to your students.

Determine how to identify, engage, evaluate, solicit, recognize, and steward donors and prospects. Learn how to employ strategic data, share a strong school story, and build a confident and agile annual fund team.

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$3,045.00
General & Silver

$2,740.00 Gold

workshop

Leading the Effective Middle School

Date(s): 7/8/2024 — 7/12/2024 Location: Philadelphia, PA Status: Open

Explore how you can support your school’s mission and culture, engage faculty and staff, and enrich the student experience.

Middle School Heads and administrators must provide support for their students, as well as fair and thoughtful discipline that leads to character development. In this workshop, you’ll create an experiential and practical roadmap to help support these goals and more.

Discover how to create systems for observations, scheduling, hiring, and more that will effectively ease the pace of the school year. Leave with an action plan on how to move your middle school community forward—and a group of peers to provide support and collegiality after the workshop concludes.

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$5,460.00
General & Silver

$4,915.00 Gold

workshop

The New Admission Director

Date(s): 7/8/2024 — 7/11/2024 Location: Philadelphia, PA Status: Confirmed Credits: 40 IACP

Gain the tools, strategies, and best practices necessary to thrive as a new Admission and Enrollment Management Director.

From understanding enrollment trends to cultivating strong relationships with prospective families and fostering a vibrant school community, this workshop offers a holistic approach to navigating the challenges and opportunities within the admissions sphere.

Discover how to build an effective admission process that attracts and enrolls mission-appropriate students and supports applicants.

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$4,075.00
General & Silver

$3,670.00 Gold

workshop

Leading the Effective Lower School

Date(s): 7/8/2024 — 7/12/2024 Location: Philadelphia, PA Status: Open

Turn your lower school division into an exceptional environment that provides a stable, student-centered learning community through ISM’s research-based strategies.

Learn effective strategies for leading your lower school. Discover ways to build and sustain a healthy staff of administrators and faculty that allows your school to deliver its mission with excellence.

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$5,460.00
General & Silver

$4,915.00 Gold

workshop

The New Development Director

Date(s): 7/8/2024 — 7/10/2024 Location: Philadelphia, PA Status: Open

Learn strategies and tactics to excel in your new position as Development Director.

Understanding the components of an effective development operation—and how those components interface with your school’s strategic priorities—is critical to your success as a Development Director.

Whether you’re new to the position or need to adapt your current skills to a private school context, this workshop provides training and support as you define your priorities—creating an action plan for the coming year.

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$3,045.00
General & Silver

$2,740.00 Gold

workshop

The Foundations of a Support Program for Students With Learning Differences

Date(s): 7/8/2024 — 7/10/2024 Location: Philadelphia, PA Status: Open

Discover how to launch a learning support program that will enrich your students’ educational experience.

If you’re new to your program or your program is new to your school, this workshop is for you. Join us in this foundational course to explore the nuts and bolts of successful learning support programs and how to achieve buy-in from your school community.

Discover how to best support all students and the faculty who work with them. Return to school with a customized action plan and strategies for success.

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$3,045.00
General & Silver

$2,740.00 Gold

workshop

Thriving in Headship for the New and Aspiring School Head

Date(s): 7/8/2024 — 7/10/2024 Location: Philadelphia, PA Status: Open

Discover how to manage the nuances and demands of school headship.

Leading a school requires a holistic understanding of private school management—including effective Board management, admission, business operations, curriculum development, and faculty and staff hiring and evaluation. Additionally, School Heads must regularly interact with all school constituencies. And because school leadership can be all-consuming, Heads must find a work-life balance that makes the job sustainable.

This workshop will explore the practical and personal aspects of leading a school. Come away with practical initiatives and knowledge to ensure your success.

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$3,045.00
General & Silver

$2,740.00 Gold

workshop

Balance Your Roles as Upper School Dean of Students

Date(s): 7/8/2024 — 7/12/2024 Location: Philadelphia, PA Status: Open

Manage every aspect of your ever-growing role as an upper school Dean of Students. Fulfill your responsibilities with confidence, keeping students first in everything you do.

The Upper School Dean of Students must balance working as an advocate for the students and as a disciplinarian to support the school culture. Attend this workshop to explore how to manage these roles while furthering your school’s mission and prioritizing the well-being of your students.

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$5,460.00
General & Silver

$4,915.00 Gold

workshop

Advancing Your Support Program for Students With Learning Differences

Date(s): 7/10/2024 — 7/12/2024 Location: Philadelphia, PA Status: Open

Explore how to strengthen your school’s learning support program to best support all students.

If you’re looking to evolve and grow your current learning support program, this workshop is for you. Join us to reexamine your offerings and explore what’s new in recommended success strategies. You’ll also hear from a mental health professional about approaches to the mental health challenges your students are facing.

Collaborate and create a network of fellow learning specialists. Return to school with an action plan to ensure your learning support program is optimized to truly serve your students and mission.

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$3,045.00
General & Silver

$2,740.00 Gold

workshop

How to Strategically Engage, Solicit, and Steward Your Donors and Prospects

Date(s): 7/11/2024 — 7/12/2024 Location: Phialdelphia, PA Status: Open

Build a comprehensive engagement plan that includes a focus on stewardship and elevates your work with your donors and prospects to an even higher level.

The amount and kind of attention paid to your donors, families, and organizations when not soliciting them can make an enormous difference in your school’s fundraising success. This workshop takes a close look into how the Donor Cycle (identification, engagement, evaluation, solicitation, recognition, and stewardship) provides a strategic approach to moving a donor or prospect into a closer relationship with your school.

We'll examine the process by which development professionals begin the work of discovering potential donors, enhancing relationships with donors, and qualifying their interests, values, and financial resources. You’ll learn effective solicitation techniques to connect your donors and prospects with your school’s strategic priorities.

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$2,720.00
General & Silver

$2,450.00 Gold

$2,315.00 3+ Person

workshop

How to Implement Transformative Faculty Growth and Evaluation

Date(s): 7/11/2024 — 7/12/2024 Location: Phialdelphia, PA Status: Open

Cultivate an understanding of the relationships between leadership, leader well-being, faculty culture, and student performance.

Explore a mission-driven and comprehensive approach to foster growth-focused, professional faculty through assessing and enhancing faculty and school culture. You’ll gain strategies for faculty evaluation, corrective action, selective retention, and a teacher-directed, energizing, and collegial professional growth program.

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$2,720.00
General & Silver

$2,450.00 Gold

$2,315.00 3+ Person