In developing this guiding document, SAIS consulted with heads and other key school leaders who have recently experienced a leadership transition. They were asked to review existing items and contribute additional items from their transition experience. This will be an evolving checklist for schools planning or working through a head’s transition.
Head of School Succession Planning (done in partnership with current head and leadership team)
SAIS Accreditation Standard 2.8 requires schools to develop and maintain a succession plan. “The school is prepared to maintain stability during transitions of leadership for both trustees and the head of school. Orderly succession planning and practice help to ensure the continuity of mission. Succession plans must account for board member and board leadership transitions as well as head of school transition. Succession plans must include provisions for training for a first- time head of school and a newly appointed trustee.“
Announcement, Search, and Before the Transition
During the Transition
During the First Year
Succession Planning Resources
In this recording, we joined SAIS President Debra Wilson for the new Trustee Education Series focused on best practices in independent school governance, including boundaries, confidentiality, committee structure, and more. The curriculum is designed for heads of school, board chairs, and trustees.