The Board Retreat Kit for Independent School Boards

A complete, modular facilitation system for the annual independent school board retreat, designed for:

• Board chairs and co-chairs - planning the annual retreat and looking for a facilitation system with real structure — not a loose agenda and a flip chart.

• Heads of school - who want a retreat that produces genuine alignment, honest conversation, and named commitments — not a day of presentations.

• Board members asked to facilitate - who need session-by-session scripts, SAY/DO/WATCH prompts, and contingency guidance for the moments that go off-script.

• School associations and networks - equipping multiple member schools with a consistent, high-quality retreat framework.

The Board Retreat Kit gives your board a complete facilitation system for a full-day annual retreat — from Opening Reflection through Commitments and Closing. Choose from three interchangeable Session 3 modules based on where your board is. Governance review. Finance session. Visioning. Strategic plan review. Gut Check.

Head of School Transition Module available as an add-on for those schools experiencing a leadership transition!