NBOA Library

  • 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.
  • Culture
  •   |   Hiring
  •   |   Leadership
  •   |   Performance Management

Report: National Business Officers Remote Work Job Board

Apr 13, 2023, 1:04 PM
A remote work job board would help individual schools attract and retain staff, has the potential to reduce budgetary pressures, and optimize human capital to better achieve the mission of the school.
  • Budget
  •   |   Cash Management
  •   |   Human Resources
  •   |   Leadership

Report: Shared Services Solution for Independent School Business

Apr 13, 2023, 9:53 AM
This report explores creating a model of shared services, or a Shared Solutions Service Center, whereby schools outsource core, transactional functions.