NBOA Library

  • Boards and Trustees
  •   |   Communication

Jim Pugh's Trustee Dashboard - Boarding Schools

Jun 23, 2023, 9:11 AM
This Excel file was created by long-time business officer Jim Pugh to help business officers effectively communicate school financial information to the board.
  • Boards and Trustees
  •   |   Communication

Jim Pugh's Trustee Dashboard – Day Schools

Jun 23, 2023, 9:09 AM
This Excel file was created by long-time business officer Jim Pugh to help business officers effectively communicate school financial information to the board.
  • Financing
  •   |   Membership

Jim Pugh's Long Range Financial Model

Jun 1, 2023, 11:07 AM
This Excel file was created by long-time business officer Jim Pugh to help business officers develop a long range financial model.
  • Accounting
  •   |   Audit
  •   |   Boards and Trustees

Files to Reconcile P&L to Audit & Expand on TRNA

May 3, 2023, 3:36 PM
These files were developed by long-time business officer Jim Pugh to help business officers show the board of trustees how the audit report reconciles with the school's operating budget numbers.
  • Compliance
  •   |   Forms
  •   |   Hiring

Reference Check Document Samples

Apr 14, 2023, 11:53 AM
Included on this page are a reference check form to use when performing checks, sample reference check questions, and a liability waiver allowing the school to contact references.
  • Employment
  •   |   Forms
  •   |   Performance Management

Performance Management Document Samples

Apr 14, 2023, 10:31 AM
Member schools have shared their performance management documents in order to help peer schools develop effective systems that work for their employees.
  • Culture
  •   |   Human Resources
  •   |   Survey

"Stay" Interview Document Samples For Employee Retention

Apr 13, 2023, 2:36 PM
NBOA's Human Resources Council has developed a survey which is intended to be distributed within 6 months of an employee's hire to assess the hiring/onboarding experience and a survey which can be distributed to all employees to assess their experiences.
  • Culture
  •   |   Employee Benefits
  •   |   Human Resources
  •   |   Leadership

Report: Extending the Life of Your Most Important Asset — Teachers

Apr 13, 2023, 1:17 PM
This report recommends school leaders focus on: improving school culture and work/life balance, demonstrating strong support from leadership, and offering alternative benefits and flexibility.
  • Change Management
  •   |   Culture
  •   |   Leadership
  •   |   Planning

Report: Examination of the Academic Year Calendar

Apr 13, 2023, 1:11 PM
As schools look to enhance their revenue and economic sustainability, this report examined the traditional academic calendar.
  • Culture
  •   |   Employee Benefits
  •   |   Human Resources
  •   |   Leadership

Report: Reinforcing Culture & Community as a Low-Cost Employee Retention Tool

Apr 13, 2023, 1:08 PM
This report shows when a school focuses on 1) employee recognition and empowerment, 2) improving mental health and physical well-being, 3) opportunities for deeper connections, and 4) communication and transparency, employees’ fulfillment improve.