STRENGTH AND PERMANENCE
In school A, the CAIServices Advisor conducted a full day session for the school’s Board on strength and permanence. Using the school’s own data from the previous decade, the Advisor presented an analysis of the data compared to current research in the field.
The second step was to examine their recent CAIS accreditation report in light of CAIS National Standards. Then the Board worked through an exercise to set the top 5 strength and permanence priorities for the school.
The first afternoon session was designed to consolidate the priorities, goals and anticipated outcomes. Finally, in response to their request, the Advisor rounded off the day with a presentation on “Optimizing Major Gifts and Enrolment Management.”
The Head of School later reported to CAIS that the Advisor’s work "exceeded expectations" and that CAIS could use his work as a “blueprint for future Financial Sustainability presentations.”