How to Plan Your Charter School Board Retreat

How to Plan Your Charter School Board Retreat


Watch the latest free governance training webinar by BoardOnTrack

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Watch this free governance training session to prepare to run a successful board retreat (even remotely).

We’ll help you prepare a retreat that drives results.

And you’ll be able to ask our experts anything.

This session will teach charter school board members, CEOs, and staff how to:

  • Understand the value of an annual board retreat
  • Plan your board’s retreat and agenda
  • Prepare for your retreat by assessing your board
  • Drive board goals and accountability through your retreat
  • Plus, you’ll get answers to the most common questions (and your questions!)

What’s the real value of an annual board retreat?

Your retreat is the time to take stock of how the board has done this year as a team; to examine how each trustee has contributed.

Best practices for planning your board’s retreat and agenda

To plan your board retreat agenda, you’ll need to make a few key decisions.

These include: what type of retreat you’re hosting, whether you’ll include training or outside facilitation, and more.

Don’t worry, though — our experts will walk you through the key elements of a standard board retreat agenda and how to decide what might be unique to your board.

How to prepare for your retreat by assessing your board

Charter schools leverage data to deliver exceptional results in every area of their mission. Governance should be no different.

By conducting a board assessment, your board can be certain that you made a difference this year and what to do to strengthen your capabilities and increase your impact in the coming year.

And by conducting a board assessment in advance of your board retreat, you’re ready to have productive conversations about your governance goals and priorities for the coming year.

So we’ll talk through how to assess your board overall, how to assess each board member individually, and even give you a look at how BoardOnTrack’s online board assessment tools work.

Drive board goals and accountability through your retreat

The key to a successful retreat is one that helps drive board goals and accountability through the coming school year.

Our recent Charter School Governance Index found that board goals and accountability are top priorities for most board members, CEOs, and staff. But, most boards didn’t meet their goals in the 2019-20 school year, and many don’t have a process for setting goals or ensuring accountability.

In this session, we’ll show you how to ensure your board retreat ends with actionable board goals and a system for holding the board accountable, even if you’re not using BoardOnTrack’s board goals dashboard.

What else would you like to learn about board retreats?

Watch the webinar to get answers to the most common questions (and your questions!) And then drop us a note to let us know what you’d like us to cover.

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