Administrative

Douglas Halladay heads The Halladay Group, a consulting firm which specializes in all aspects of private school operations. We asked him how to advise a board of trustees on a headmaster search. Here are his answers.

We aggressively seek candidates for you who combine strong administrative skills and outstanding management abilities with dynamic leadership experience. Included below is the model that we utilize.

Step 1: Initial Meeting

During our first meeting with the client, we review your organization regarding the position to be filled. We also seek to understand the organization's environment, which includes learning about the culture, norms, philosophy, history, work atmosphere, and personalities of the people and community this person will work for and with, as well as coming to know what causes individual success or failure at this organization and thoroughly understanding the vision of the organization. If confidentiality allows, we spend time with the supervisor and peers of the position in order to determine the management's style and personality. Since our goal is to find someone in whom the community will have confidence, both in ability and in style, this part of the process is crucial.

This video outlines the hiring process involved with hiring education professionals.

Step 2: Position Profile

HEG next prepares a Position Profile that describes the client organization, details the nature of the position, the key issues facing the new leader, and the qualities and

You simply have to ask these tough questions of your business manager and your auditor.

1. Does one person have control over all of your accounting functions?
2. Are two signatures required on checks over a pre-determined amount - say, $500?
3. Are checks ever pre-signed?
4. Are your bank accounts consolidated so that your bookkeeping accurately reflects the school's true financial position?
5. Is there petty cash lying around?
6. Are different people assigned to the deposit and account reconciliation functions?
7. Do you have a purchase order system?
8. Does your committee review expenses and supporting vouchers carefully and frequently?
9. Does an outside auditor review your books annually?
10. Do you run background checks and speak to references before you hire?

Insist that your school be run like a business

Some schools find it difficult to implement standard business practices. Even when they do, they can find it even more difficult to stick to those practices. Be careful of the trusted old employee who's been there forever and resists your updated business procedures.

Great Organizations have Great Plans

In simplest terms, an organization undertakes strategic planning to reaffirm or modify its mission – why it exists, what its purpose is, what it now does – and to agree on its vision – what it wants to be and do in the coming years. The purpose is not to decide what should be done in the future but to decide what should be done now to make desired things happen in an uncertain future.

In short, strategic planning is a disciplined effort to produce fundamental decisions and actions that shape and guide what an organization is, what it does, and why it does it, with a focus on the future.

The real value of strategic planning in a school is more than simply the outcome of having a blueprint that guides future leadership decisions. It is a powerful and effective way to build consensus and motivate resource support and is particularly useful in defining priorities for the Board, the Head of School, and the administrative team who are charged with the implementation of the plan.

Pitfalls of Strategic Planning

How many times has your organization embarked on a strategic planning process, only to build a plan that ends up on the shelf? If your organization is like many others, it's because they have failed to avoid the major pitfalls of strategic planning. The main pitfall of planning is falling into the delusion that planning can