Get free resources at www.NationalCharterSchools.org presents This Little Charter School Went to Market: A Marketing Course for School Leaders by Dr. Brian L. Carpenter, CEO National Charter Schools Institute Copyright 2009. National Charter Schools Institute. All right reserved. page 1 Get free resources at www.NationalCharterSchools.org The materials and content provided by the National Charter Schools Institute as provided as a courtesy and should be used for informational purposes only. The National Charter School Institute makes no representations or warranties of any kind with respect to the materials and content and any implied representations and warranties are expressly disclaimed. In addition and in no way limiting the foregoing, the National Charter Schools Institute makes no representation or warranty that the materials and content are accurate, error free, complete, current, or suitable for any specific or particular purpose or application. The materials and content provided by the National Charter Schools Institute as provided as a courtesy and should be used for informational purposes only. The National Charter School Institute makes no representations or warranties of any kind with respect to the materials and content and any implied representations and warranties are expressly disclaimed. In addition and in no way limiting the foregoing, the National Charter Schools Institute makes no representation or warranty that the materials and content are accurate, error free, complete, current, or suitable for any specific or particular purpose or application. Copyright 2009. National Charter Schools Institute. All right reserved. page 2 Get free resources at www.NationalCharterSchools.org So me D ef init io n s Marketing What is it? Marketing is everything you do to recruit and retain students and philanthropic investments in your school (adapted from Gueri!a Marketing by Conrad Levinson). Advertising What is it? Advertising is what your school says about itself. It can be expensive but you control the message. Chances are good that your school’s advertising dollars are scarce. The key is getting the most bang (i.e., visibility) for your buck. Public Relations What is it? PR is what you do to influence what others say and think about your school. The key difference between it and advertising is that you can only influence, not control the message. Copyright 2009. National Charter Schools Institute. All right reserved. page 3 Get free resources at www.NationalCharterSchools.org Marketing: Everything you do to recruit and retain students and philanthropic investments in your school. Copyright 2009. National Charter Schools Institute. All right reserved. page 4 Get free resources at www.NationalCharterSchools.org Mar ke t i n g Beg ins With M i s sio n C larity A. Answer the most important question first: Why does your school exist? In marketing, think O __ __ __ __ __ __ __ not P __ __ __ __ __ __ __ __. B. Two-part definition of an outcome (Carver, 2006): 1. A b __ __ __ __ __ __ you were created to produce 2. for r __ __ __ __ __ __ __ __ __ you were created to serve. C. Write your charter school’s mission statement. D. Calculate your percentage. E. Restated? (Helpful words: exists that; exists in order that) Copyright 2009. National Charter Schools Institute. All right reserved. page 5 Get free resources at www.NationalCharterSchools.org M i s s io n K il lers Visitors can’t find a place to park near the entrance Can’t find the office Being treated as an interruption rather than as a guest Teachers yelling at students (or students yelling at teachers) Office looks and functions like a police precinct Building and grounds are unkempt No one answers the phone when prospects call Students eye visitors with disdain Teachers not teaching (disorderly classrooms) Restrooms need attention Environment feels like a gulag No one knows where the executive is Hallway traffic is worse than street traffic in Peru Cafeteria food is worse than the airlines Students look and behave in an uncivilized manner Wall lockers haven’t been re-painted in years 1980’s computer equipment laying around classrooms Ratty looking textbooks You can have the best mission statement ever devised, but if your school is described by the attributes above, you’re going to have a difficult time recruiting and retaining students and staff. Why would anyone want to put their child in such a school? Copyright 2009. National Charter Schools Institute. All right reserved. page 6 Get free resources at www.NationalCharterSchools.org Ever ything You Do . . . the Basics Assess your school against the fo!owing list. Attend marketing professional development workshops Grounds are maintained (grass, gardens, snow removal, trash cans emptied daily (or more often if needed) External building is well-maintained, looks inviting, entrance is clearly marked Sidewalks are in good shape and clean Good signage Ample visitor parking Reception staff have been trained on the proper way to greet visitors Waiting room is comfortable Teachers have been trained on the proper way to respond when visitors are escorted to classrooms Telephones are answered by people--messages are returned promptly (the ABC’s of phone reception) Hallways are clean, well-lit, cheerfully decorated with student projects Classrooms are clean and neat Children have been taught how to respond to formal introductions to adults School environment is appropriately well-ordered Bells are not obnoxious and do not sound like prison As odd as it may seem, school aspects such as those in the list above are actually part of sound marketing. Copyright 2009. National Charter Schools Institute. All right reserved. page 7 Get free resources at www.NationalCharterSchools.org The ABC’s of Phone Etiquette Answer p __ __ __ __ __ __ __. Be courteous and welcoming. Capture v __ __ __ __ information. Besides name and phone number (the obvious), the most important marketing-related question for first time inquirers (read, prospective customers) is: May we ask how you first ? Helpful tips: • Rather than answering “Can I help you?”, offer “How may I help you or how may I be of assistance today?” • Always thank the prospective parent for their interest in the school. • Return all inquiries the same day. • Develop a reproducible form that can be used during or after the conversation. This makes it easier to gather data because the information has been captured into one place. • Select your receptionist as carefully as you select your teachers. Copyright 2009. National Charter Schools Institute. All right reserved. page 8 Get free resources at www.NationalCharterSchools.org Everything You Do . . . Should Also Include Exit Interviews Read the following story adapted from a newspaper. (The quotes are real, but names are fictitious.) “We say we’re going to market, market, market this school, but we don’t do it,” said Susan Smith, school board vice president of Breezy Palms Charter School. Frustrated that her school was continuing to lose students to other schools, she added, “We’ve talked about this for years, but we haven’t done anything.” The article later added that the school “leaders said they don’t have numbers on how many . . . students are leaving . . .” Three things that are obvious about the school: 1. It cannot learn anything of potential value from its d __ __ __ __ __ __ __ __ __ customers. 2. It is missing a golden opportunity to find out if or how the school has f__ __ __ __ __ to meet expectations. 3. With respect to marketing, it is failing to engage in data-__ __ __ __ __ __ __ __ decision-making.) Copyright 2009. National Charter Schools Institute. All right reserved. page 9 Get free resources at www.NationalCharterSchools.org Even if it performed no other marketing effort, the example school on the previous page could potentially acquire huge amounts of valuable marketing information and insight by doing just three things: 1. Conduct and E __ __ __ I __ __ __ __ __ __ __ __ with as many withdrawing families as possible (including non-reenrolling families). 2. Compile the data into a simple report summarizing the R __ __ __ __ __ __ for leaving by category. 3. Analyze the findings to I __ __ __ __ __ decisionmaking with respect to both school operations and marketing. Exit interviews should be part of every school’s basic marketing efforts--even in schools that presently have waiting lists with more students than it can serve. Notice that exit interviews are neither advertising nor PR, yet they are a critical part of marketing. Copyright 2009. National Charter Schools Institute. All right reserved. page 10 Get free resources at www.NationalCharterSchools.org Everything You Do . . . Beyond the Basics Use Data to Inform Why Your School Exists Along With How You Will Market It Begin with Census Data to Focus Your Efforts The US government collects a wealth of data, including the decennial census, the results of which are available to the public free of charter. Much of this data can be accessed by going to www.census.gov. In the pages that follow, partial screen shots are provided as illustrations. For this illustration, Wilmington, Delaware was selected. you will see various screen shots that will guide you in collecting data about the area. Such data can be extremely valuable in helping to inform your marketing plan because it can contain ramifications about the needs of your target market. If, for example, you wanted to conduct a door-to-door student recruitment campaign (as the founders of KIPP Academy originally did when they started the first KIPP Academy in Houston, TX), the maps generated by the census Web site could be useful in selecting the neighborhoods you wish to target. You could also use the the same maps to analyze ZIP codes, age groups, ethnicity, and family income. Boundaries can be established for all kinds of variables such as school district, legislative districts, etc. Copyright 2009. National Charter Schools Institute. All right reserved. page 11 Get free resources at www.NationalCharterSchools.org Copyright 2009. National Charter Schools Institute. All right reserved. page 12 Get free resources at www.NationalCharterSchools.org Copyright 2009. National Charter Schools Institute. All right reserved. page 13 Get free resources at www.NationalCharterSchools.org Copyright 2009. National Charter Schools Institute. All right reserved. page 14 Get free resources at www.NationalCharterSchools.org Copyright 2009. National Charter Schools Institute. All right reserved. page 15 Get free resources at www.NationalCharterSchools.org Copyright 2009. National Charter Schools Institute. All right reserved. page 16 Get free resources at www.NationalCharterSchools.org Copyright 2009. National Charter Schools Institute. All right reserved. page 17 Get free resources at www.NationalCharterSchools.org Copyright 2009. National Charter Schools Institute. All right reserved. page 18 Get free resources at www.NationalCharterSchools.org Copyright 2009. National Charter Schools Institute. All right reserved. page 19 Get free resources at www.NationalCharterSchools.org Copyright 2009. National Charter Schools Institute. All right reserved. page 20 Get free resources at www.NationalCharterSchools.org Copyright 2009. National Charter Schools Institute. All right reserved. page 21 Get free resources at www.NationalCharterSchools.org Copyright 2009. National Charter Schools Institute. All right reserved. page 22 Get free resources at www.NationalCharterSchools.org Copyright 2009. National Charter Schools Institute. All right reserved. page 23 Get free resources at www.NationalCharterSchools.org Copyright 2009. National Charter Schools Institute. All right reserved. page 24 Get free resources at www.NationalCharterSchools.org Copyright 2009. National Charter Schools Institute. All right reserved. page 25 Get free resources at www.NationalCharterSchools.org Copyright 2009. National Charter Schools Institute. All right reserved. page 26 Get free resources at www.NationalCharterSchools.org Copyright 2009. National Charter Schools Institute. All right reserved. page 27 Get free resources at www.NationalCharterSchools.org Copyright 2009. National Charter Schools Institute. All right reserved. page 28 Get free resources at www.NationalCharterSchools.org Copyright 2009. National Charter Schools Institute. All right reserved. page 29 Get free resources at www.NationalCharterSchools.org Copyright 2009. National Charter Schools Institute. All right reserved. page 30 Get free resources at www.NationalCharterSchools.org Group Exercise A Potential Ramifications Based on Census Data for Marketing and Operating a Charter School in Wilmington, DE Summary of Findings (Write you observations about the Wilmington area from the data that you consider to be important.) Operational Ramifications (Make a list of potential ramifications for the operations of a charter school in Wilmington.) Marketing Ramifications (Combine your data observations and your operational ramifications to speculate possible marketing ramifications.) Copyright 2009. National Charter Schools Institute. All right reserved. page 31 Get free resources at www.NationalCharterSchools.org Next Steps Create a plot map to analyze your enrollment. Begin by selecting a map of the area from which you draw your enrollment (sometimes available from your local chamber of commerce). Place a single color push pin (e.g., red) for every family with students in the school either within the correct zip code (larger schools) or on their block or street (smaller schools). Next place a different color push pin (e.g., yellow) representing where each faculty member lives. Finally, place a third color (e.g., green) for each school that draws its enrollment from the same area as yours. When the map is complete, answer the following questions: 1. Are their any discernible patterns in student enrollment? What do they reveal? 2. From how far away do the outliers travel to come to your school. Why? Which schools do they pass along the way? Why? 3. Is their any relationship between where faculty live and where students live? 4. How does your enrollment compare to a census analysis of the same area? Copyright 2009. National Charter Schools Institute. All right reserved. page 32 Get free resources at www.NationalCharterSchools.org Advertising: What your school says about itself. It can be expensive but you control the message. Chances are good that your school’s advertising dollars are scarce. The key is getting the most bang (i.e., visibility) for your buck. Copyright 2009. National Charter Schools Institute. All right reserved. page 33 Get free resources at www.NationalCharterSchools.org Some Advertising Tips . . . for Charter Schools Do’s 1. Have professional business cards for all faculty and matching stationery 2. Buy a professionally designed Yellow Page ad. A white background (called a “knockout”) can help your ad stand out. Buy at least a quarter page ad. One student will likely pay for the ad annually. 3. Consider publishing an annual report containing all significant student accomplishments. Keep a diary or log throughout the year to make publication easier. Such reports can be used with enrollment packets, grant requests, and faculty recruitment. 4. Maintain a clean, easy to use Web site. (Again, unless you have experience with design, it’s usually worth it to have someone else design it. You can put the job out for a competitive bid using www.elance.com.) For example, look at the design of High Tech High’s Web site on the next page. High Tech High is a superb system of charter schools in California. Copyright 2009. National Charter Schools Institute. All right reserved. page 34 Get free resources at www.NationalCharterSchools.org www.hightechhigh.org Make five observations as to how High Tech High’s Web site is good advertising for the school: 1. 2. 3. 4. 5. Copyright 2009. National Charter Schools Institute. All right reserved. page 35 Get free resources at www.NationalCharterSchools.org Some Advertising Tips . . . for Charter Schools Don’ts 1. Spend money on billboard advertising for your school unless it says “next exit” 2. Refer to “academic excellance” in your literature and on your Web site 3. Assume that your students, teachers, staff or parents know what a charter school is 4. Think that if you can’t afford to advertise then you’re not marketing your school. Marketing is E __ __ __ __ __ __ __ __ __ you do to . . . 5. Emphasize features rather than benefits. Try your hand at converting features into benefits: small class sizes vs. ? XYZ curriculum vs. ? tuition free vs. ? new facilities vs. ? certified faculty vs. ? biggest charter school in DE vs.? Copyright 2009. National Charter Schools Institute. All right reserved. page 36 Get free resources at www.NationalCharterSchools.org Closing the Gates Ever compute the cost to the school of a kindergarten student that doesn’t reenroll for first grade? It’s easy to do. Just multiply the average state aid for one child by 12 years (for a K-12 school). For example, if your average state per pupil allotment from the state is $7,000, failing to reenroll a single student could cost the school a minimum of $84,000 over a 12 period. Multiply that by say, six students, and the school is looking at lost revenue of more than a half-million dollars. To help raise re-enrollment, consider hosting annual events which showcase student talents for parents. Parents often tend to consider other schools when their student are transition between kindergarten and first, sixth and seventh, eight and ninth. Events should be informal and should emphasize demonstrating current student accomplishments. Invite parents and the teachers of the next grade up (e.g., first grade teachers) to attend. Serve refreshments and have a curriculum display table in the back of the room. Copyright 2009. National Charter Schools Institute. All right reserved. page 37 Get free resources at www.NationalCharterSchools.org Advertising: Public Relations: What your school says about itself. It can be What you but do to influence expensive you control others say andare thewhat message. Chances think yourschool’s school. good about that your The key difference advertising dollars are between and scarce. The keyit is getting advertising is that you the most bang (i.e., can only influence, not visibility) for your buck. control the message. Copyright 2009. National Charter Schools Institute. All right reserved. page 38 Get free resources at www.NationalCharterSchools.org How to Do PR Once a Week . . . and Have Lunch While You’re At It The school’s executive (i.e., head administrator) should join the local R __ __ __ __ __ __ C __ __ __. If you live in a big town where there is more than one club, join the O __ __ __ __ __ or the B __ __ __ __ __. Here’s some people you will likely meet there: • local government officials (mayors, city managers, superintendents, etc.) • foundation directors and board members • high ranking business people • retired people with a philanthropic mindset • accountants, attorneys, and bankers • chamber of commerce executive director • state legislators • In short, just about all the shakers and movers in that community! Don’t just join either. Volunteer for projects, get elected and be V __ __ __ __ __ __. (Think pancakes!) And don’t forget to bring your S __ __ __ __ __ __ __. Copyright 2009. National Charter Schools Institute. All right reserved. page 39 Get free resources at www.NationalCharterSchools.org 10 Other PR Tactics 1. Give talks at all area civic clubs. (They need a speaker every week!) 2. Become an active member of the chamber of commerce. 3. Engage your students in civic projects such as Habitat for Humanity. 4. Use social networking sites such as www.LinkedIn.com. 5. Host a grandparents night at the school. 6. Host free events open to the community with such topics as “Raising Self-Confident Teens in Today’s World” and “Teaching Your Pre-School Child to Read” 7. Sponsor a school-wide essay contest. 8. Take your local education reporter lunch periodically. (But don’t expect to impress them and don’t suppose that a JACS story interests him or her.) 9. Publish a monthly or quarterly newsletter when you have the resources to do it well. (As examples, look at the newsletters posted at www.hightechhigh.org and www.achievementfirst.org. 10. Create a contingency plan for emergency communications. Copyright 2009. National Charter Schools Institute. All right reserved. page 40 Get free resources at www.NationalCharterSchools.org How to Structure a Fundraising Campaign The most important rule to remember in fundraising is Pareto’s Law. Copyright 2009. National Charter Schools Institute. All right reserved. page 41 Get free resources at www.NationalCharterSchools.org Appendix A Potential Ramifications Based on Census Data for Marketing and Operating a Charter School in Wilmington, DE Summary of Findings 1. Wilmington, DE has nearly twice as many families in poverty compared to the US as a whole (19.2 vs. 9.8 percent). (p. 10) (Notice that these date come from 2005-2007. The ratio in 2000 was lower; 16.8 vs. 9.2 [p. 12]. This indicates that the number of families below the poverty level is increasing. The point serves to emphasize the need to keep in mind the age of the data. 2. The poorest families appear to be concentrated on the south end of central Wilmington (37.5 to 58.6 percent of families). With the exception of three distinct pockets of highly impoverished families, central Wilmington appears to have relatively fewer impoverished families (about 1 out of 4 max). There appear to be very few impoverished families on the north end of central Wilmington. (p. 13). 3. The ZIP code with the greatest area of impoverished families appears to be 19801 (although this is a little difficult to tell from the map alone). 4. The number of families in the 198XX ZIP codes with children under 18 is about 24,000. Approximately a third of all homes are single parent homes, the predominant number being single mothers vs. a single fathers (7,106 vs. 1,611). (p. 24) 5. Roughly 68 to 82 percent families of each type (i.e., married, father only, mother only households) in the 198XX ZIP code have school age children at home, that is, children that are 6 to 17 years old (in 2000). Eighty-two percent of single mother households have children in this age group. Copyright 2009. National Charter Schools Institute. All right reserved. page 42 Get free resources at www.NationalCharterSchools.org Appendix A Potential Ramifications Based on Census Data for Marketing and Operating a Charter School in Wilmington, DE Operational Ramifications 1. The number of existing high quality public schools in Wilmington serving impoverished kids is likely to be low. Social justice should be a driving factor for establishing multiple high-performing charter schools in Wilmington. 2. A charter school within a seven mile radius of central Wilmington will most likely serve high numbers of impoverished students, a good many of them being from single parent homes. Based on what we know about kids from poor families, they will likely be behind grade level when they enter the school so the school’s academic program will have to be structured to handle this. 3. Given the combination of high poverty and single parents, families may struggle with meeting basic needs (food, clothing, shelter). A school that expects to excel academically will likely need to devote resources to addressing such needs. 4. Given the combination of high poverty and single parents, transportation to and from school will likely present a major challenge for parents. The school will have to work out ways for kids to get to and from school. 5. Unless the school is located on the north side of Wilmington, philanthropic capital is likely to be scarce. 6. Examples of schools located in similar areas include Achievement First (New Haven, CT); Uncommon Schools, (New York, NY); and most KIPP Academies. Considering that these are some of the best schools in the country and that they are thriving in similar areas to Wilmington, DE, founders and board members should visit similar schools to learn all they can about how they operate. Copyright 2009. National Charter Schools Institute. All right reserved. page 43 Get free resources at www.NationalCharterSchools.org Appendix A Potential Ramifications Based on Census Data for Marketing and Operating a Charter School in Wilmington, DE Marketing Ramifications 1. Although we could have (but didn’t) use the census data to peg illiteracy rates in Wilmington, we can surmise that it is likely to be high since it is highly correlated with poverty. Hence, a marketing effort that relies predominantly on print materials may not be as effective as other means. A coordinated door-to-door campaign will likely be more effective. 2. Given the high rate of families below the poverty level (about a fifth), we can surmise that the availability of computers and/or Internet access is low, so marketing efforts that rely heavily on Web site development, email, etc. are probably not as likely to succeed as other methods of communication such as cell phones for teachers. 3. Radio interviews (especially drive time talk shows), civic club presentations and special presentations to churches may be effective. 4. Mandatory parent conferences and school events can double as good marketing events. (Remember that marketing is everything you do to recruit and retain students and philanthropic support.) 5. School uniforms properly worn can be an excellent marketing tool, can help contribute to a good school environment, and can help address the need for suitable clothing. 6. Percent of students that enter college and number of dollars earned in scholarships will likely be the two most powerful pieces of data the school can develop to market itself. 7. Length of day and length of school year can be strong marketing tools. More instructional days and longer hours help the student with remediation and help the parents with supervision. Copyright 2009. National Charter Schools Institute. All right reserved. page 44 Get free resources at www.NationalCharterSchools.org Permission to reproduce and distribute the copyrighted article “Four Reasons Why a Charter School Might Be Right for Your Child” is hereby granted, provided that no fee is charged, that it is reproduced in its entirety without edits, and that proper attribution is cited. ! ! Four Reasons Why a Charter School Might Be Right for Your Child by: Dr. Brian L. Carpenter “Which school is best for my child?” is one of the most important, and sometimes most agonizing, questions parents ask themselves. And for good reason. They want their children to make friends, enjoy learning, and acquire the skills needed for success and fulfillment when they reach adulthood. Parents know that choosing the right school for their child is a key part of that equation. Whether you are exploring schools for the first time in which to enroll your child, considering changing schools or have moved to a new neighborhood, this article explains five reasons why a charter school might be right for him or her. But let’s begin by defining the term charter school. You might be surprised to learn that a charter school is a public school, not a private school. And in most states where charter schools exist, they must operate by all the same laws as conventional public schools. That is to say, charter schools may not charge to tuition, they must hire qualified teachers, admit every student that applies (unless the school is full), achieve state-defined performance objectives and so on. So, what makes charter schools different? Technical aspects aside, the main difference between charter schools and regular public schools is that students are not assigned to attend charter schools on the basis of their home addresses as they are regular public schools. This means that every student enrolled in a charter school is there because their parents or guardians chose that school. The power of having meaningful choices between schools creates important advantages for parents. Four such advantages are described in the following paragraphs. Customer Oriented Because charter schools must recruit and retain all their students, charters are more like businesses than traditional public schools. One result is that charter schools tend to be customeroriented because parents retain their right to choose a different school. Hence, the relationship between the parent and a charter school is one of interdependence. The parent needs or desires what the school has to offer their child, but a charter school also needs the parents because without a sufficient enrollment, it will go out of business. Because of this, charter schools have an incentive to treat their customers well. Copyright 2009. National Charter Schools Institute. All right reserved. page 45 Get free resources at www.NationalCharterSchools.org ! ! Unique Focus Charter schools are intended by their very existence to offer meaningful choices to parents. As such, they often specialize in a particular instructional approach or curricular focus. This allows you to choose a school whose focus or approach is best suited to the needs of your child. A few examples of different specialities include charter schools that focus on performing arts, college preparation, Core Knowledge (a well-recognized curriculum approach developed by professor E. D. Hirsch, Jr.), technology, or green education. The focus of specialized charter schools is often contained in the name of the school, such as Pine Lake Preparatory school in Mooresville, North Carolina and the Salt Lake School for the Performing Arts in Utah. Schools themselves also provide free information. In this respect, specialization among charters schools is similar to magnet schools except that magnet schools generally enroll students on a competitive basis (e.g. students that have top math and science scores are more likely to gain entrance to a technology magnet school than students who don’t). Charter schools are required to offer open enrollment, meaning that the cannot selectively admit students. More Individual Attention On average, charter schools have lower enrollments than regular public schools. According to the Center for Education Reform, a non-profit group that advocates parental choices in education, the average enrollment in charter schools is about 350, compared to more than 500 in the traditional public school. With fewer students overall, it is easier for individual students to receive the attention and guidance they need. Higher Performing According to recent research, charter schools serving elementary age children tend to outperform their regular public school counterparts. No one can say for certain why this is occurring, but it is well-established that high performing schools, whether traditional public, private, and charter, have certain things in common. Some of these key characteristics include a school culture focused on achievement, regular testing, and using data to inform classroom instruction. You can interview the school leader and teachers of prospective charter schools in your area to find out if they use these practices. Ask them to show you how they compare on state tests to other schools in your area. Visit, Observe, Ask To be sure, a school is not defined by excellence simply because it is a charter school. It is best to ! !do your homework. Visit the school during school hours. Sit in on the classrooms. Observe the kids. Do they seem happy and motivated to learn? Are the teachers in control of their classrooms? Ask to see school wide test scores. You can ask, for example, “What percentage of third graders read at or above grade level?” Ask other parents how satisfied they are with the school. When all is said and done, your child will only receive one education. Making sure it’s the best one you can get for him or her might just mean choosing a charter school. Regardless, with charters, the good news is, it’s your choice. Copyright 2009. National Charter Schools Institute. All right reserved. page 46 Get free resources at www.NationalCharterSchools.org Sound Governance is essential to sustaining a world-class charter school. Get free resources at www.NationalCharterSchools.org Consider our governance seminar for your next board retreat. One-Day Governance Seminar The One-Day Governance Seminar was developed by nationally recognized charter school expert and author, Dr. Brian L. Carpenter. The purpose of the seminar is that boards be able to govern charter schools more knowledgeably and effectively. In a session that typically lasts around six hours, the One-Day Governance Seminar includes (but is not limited to) the following: • the three purposes of a board • two easy-to-remember key words that readily distinguish whether almost any issue before the board is one of governance or management • the role of policy in good governance • the only three ways to monitor compliance with policy • the three key aspects of fiduciary responsibility • five things research tells us about failed charter schools • how the “seniority of documents” concept applies to charters • how to use a four-sided model that enables the board to strategically establish and evaluate student outcomes • the 30/30/30 board agenda structure • the 80/20 principle as it applies to boardroom discussions • the proper use of committees • why approving operational processes weakens the board • what it means for a board to “speak with one voice” • how the board knows that it has spoken • the board’s role in resolving parental complaints or concerns Although the seminar is one day in duration, the board development process begins a few weeks prior to the seminar when each board member and the school’s executive respond to a confidential online survey. Using the survey responses to assess the board’s current governance capacity, Dr. Carpenter arrives at the seminar fully appraised of the board’s perspective of itself. At the close of the seminar day, Dr. Carpenter guides the board in developing an action plan for moving forward. Within a few weeks following the seminar, the board and executive receive a two to three page letter summarizing that plan, along with Dr. Carpenter’s recommendations for the board. Seminar Cost: $3,000.00 plus travel expenses ( coach airfare, hotel, rental car) Contact the Institute at (989) 774-2999 for pricing information. To book your seminar, or for more information, call the National Charter Schools Institute at (989) 774-2999. Copyright 2009. National Charter Schools Institute. All right reserved. Copyright 2009. National Charter Schools Institute. All right reserved. page 47 Get free resources at www.NationalCharterSchools.org Looking the Looking for for someone someone to to facilitate facilitate your your next next board board retreat? retreat? How How about about of one nationʼs most inmost demand chartercharter experts? of the nationʼs in demand experts? Dr. Brian L. Carpenter* Brian is CEO of the National Charter Schools Institute, affiliated with Central Michigan University located in Mt. Pleasant, Michigan. As a nationally recognized expert in charter school governance and leadership, Dr. Carpenter has been called on by governors, legislators, public and private universities, charter school authorizing organizations and state/national association leaders to provide training and guidance. His name is listed in the Heritage Foundation’s annual guide to policy experts and he is an adjunct member of two state-based think tanks: The Mackinac Center for Public Policy (Michigan) and the Bluegrass Institute for Public Policy Solutions (Kentucky). He is also a member of Nova Southeastern University’s board of advisors for its doctoral program emphasizing charter school leadership. Drawing on more than three decades of experience that include seven years active duty Marine Corps, community college instructor, certified addictions counselor, twelve years as a school administrator, charter school board president, think tank scholar, author, wartime refugee relief worker in the Balkans, and CEO of a national non-profit organization, Brian often uses interesting real life stories to illustrate his points. His unique combination of irreverent humor and straight talk continuously draw people to his seminars, consulting and publications. Dr. Carpenter’s books Charter School Board University and The Seven Outs: Strategic Planning Made Easy for Charter Schools (available on www. NationalCharterSchools.org and Amazon.com) are widely read and used by other consultants. Some of his materials have been included in the curriculum of Harvard University’s summer seminars. His numerous monographs can be downloaded free of charge at www.NationalCharterSchools.org. Although he started adulthood as a high school dropout, Brian eventually returned to school to earn his associates, bachelors, masters, and most recently doctoral degrees. His Ph.D. was conferred by Capella University in the fall of 2008. Using his dissertation to study the impact of boards on dissolved charter schools, Dr. Carpenter became the first researcher in the country to study this particular aspect of charter school closures. He is also one of a few hundred consultants worldwide to have been personally trained by Dr. John and Miriam Carver in the theory and application of Policy GovernanceTM. Brian is also a member of the International Policy Governance Association. Contact information for Brian Carpenter: National Charter Schools Institute 2520 University Park Mt. Pleasant, MI 48858 (989) 774-2999 (office) (989) 205-4182 (mobile) (989) 708-5711 (assistant, Mary) boarddoctor.brian@gmail.com If you use LinkedIn, Brian invites you to join his network. * This bio is provided for informational purposes and may be copied but should not be read in its entirety when introducing Brian as a speaker. Copyright 2009. National Charter Schools Institute. All right reserved. page 48