NBOA Library

  • Forms
  •   |   Risk Management
  •   |   Termination

Exit Interview Document Samples

Jun 7, 2021, 7:05 PM
Attached are examples of exit interview forms and questions to use when an employee is leaving the school.
  • Financial Aid
  •   |   Research
  •   |   Tuition
  •   |   Tuition Remission

Tuition Discounting Report: For PK-12 Independent Schools

May 25, 2021, 5:32 PM
The Tuition Discounting Report analyzes financials from 176 member schools in NBOA’s Business Intelligence for Independent Schools (BIIS) data platform to understand the trends in tuition discounting
  • Gift
  •   |   Planning
  •   |   Research

Using FY20 & 21 Annual Fund Data to Refine Your FY22 Budget Forecast

May 4, 2021, 6:49 PM
Jennifer Hillen, Chief Learning Officer (NBOA) and Ann Snyder, Director, Independent and International Schools (CASE) will review the Council for Advancement and Support of Education Pulse Survey on
  • Cybersecurity
  •   |   Safety and Security
  •   |   Technology

Tech Questions You Need to Ask To Make Better Decisions

Apr 16, 2021, 3:04 PM
(Goldmine) In a post-pandemic world, schools need to make sure they are asking the right technology-specific questions to get the information you need and make well-informed decisions. This session
  • Endowment
  •   |   Governance
  •   |   Risk Management

Best Practices in the Stewardship of Donor Assets

Apr 14, 2021, 9:13 PM
(Goldmine) Today's donors want to know that their gifts will be managed under the highest standards of prudence and care to achieve desired outcomes at reasonable costs. Important practices such as:
  • Leadership
  •   |   Planning
  •   |   Research

Financial State of the Industry: BIIS Financial and Operational Indicators: 2019-2020

Feb 21, 2021, 9:17 PM
This report considers financial and operational data from the singular 2019-20 school year, which ended with remote instruction for most independent U.S. schools. Changes in schools’ financial health
  • Endowment
  •   |   Investments
  •   |   Key Endowment
  •   |   Research

2020 Commonfund Study of Independent Schools

Feb 19, 2021, 3:55 AM
This report presents the 2020 results from the Commonfund Study of Independent Schools endowment management practices and policies. Learn about trends in investment returns, asset allocation, fund
  • Employee Benefits
  •   |   Employment
  •   |   Termination

Voluntary Early Retirement Plans

Feb 17, 2021, 6:56 PM
This page includes an eligibility letter and a general release from the voluntary early retirement plan offered by a member school.
  • Employee Handbook
  •   |   Employment
  •   |   Human Resources

School Organizational Chart Samples

Feb 17, 2021, 4:36 PM
Attached are sample organizational charts which have been provided by member schools to assist other schools looking for guidance in creating their own documents.
  • Cybersecurity
  •   |   Policy
  •   |   Risk Management

Written Information Security Plan (WISP) Sample

Feb 17, 2021, 1:35 PM
Attached is a sample Written Information Security Plan (WISP).  This document was provided by a member school to assist other schools looking for guidance in creating their own RFPs.  NBOA has not
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