Checklists and Resources

Outgoing Head

Checklist items and resources for heads as they prepare to leave their current school.

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Incoming Head

Checklist items for the incoming head including building relationships, program and operations, school community, and accreditation.

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Board of Trustees

Resources to guide the board through succession planning, transition, and supporting the new head.

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Finance and Facilities

Items for business office, operations, and facilities to prepare or review for the incoming head.

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Leadership Team, Faculty and Staff

Items for the incoming head to review with senior leadership concerning the leadership team and staff.

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Enrollment, Marketing, and Communication

Items for admissions and marketing to review or prepare for the incoming head.

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Advancement

Items for the advancement department to review or prepare for the incoming head.

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Executive Assistant to the Head

Items for the head’s assistant to prepare and coordinate for the incoming head.

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School and Local Community

General items to maintain or establish relationships between the new head and both the school and local community.

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Checklist

A simplified, printable checklist version of the above items.

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