What's Included?

  • 5 Videos

  • 3 PDF

  • 4 Hours to Complete

What You'll Learn

Succession Planning: Why It Matters 

Shield your school from risk by making an annual succession plan to review a priority.  Careful planning of job responsibilities and crisis management procedures will be reassuring should the unexpected happen. Both the board and school leadership transition plans will be reviewed.

Performance Review Process 

Developing a unified team between the Board and school leadership is vitally important to the health of the school. Clear communication and strong development/support systems for school leadership are paramount. Walkthrough the review process from setting school goals, utilizing board dashboards to incorporating milestone checks. This session will discuss the potential 360 and development plan to provide a comprehensive process. 

Why Developing a Board Liaison Role is Valuable


Maintaining board information and delivering information in a timely manner is essential to gaining optimal board outcomes. Learn strategies for creating a board liaison role to improve compliance and board engagement.

Crisis Management and Communication

Our guest expert, Michelle Lawless of Media Minefield, will guide us through the tenets of developing a communications plan. Jim Martin, Martin Law Firm LLC, will also provide important context to be mindful of legal compliance issues. Karen Klinzing also provides insight from a school leader perspective managing messaging and data privacy. 

Understanding Student Data - MCA

Learn more about the Minnesota Comprehensive Assessment to understand your school’s academic performance. Collaborate with school leadership to design tools to best oversee school outcomes.  Student Data Expert, Dan Wick, from EdOps and Karen Klinzing, former Assistant Deputy Commissioner of MN Department of Education team up to deliver what should be most important to board members.

Understanding Student Data - NWEA MAP

Understanding student progress and growth is one reason why school leaders use NWEA MAP. This nationally normed test offers an abundance of information. Partner with your school leadership team to optimally utilize this resource to improve board knowledge and oversight.  Experts Dan Wick and Karen Klinzing impart foundational information to guide and improve board proficiency.


Training Curriculum

Know What's Included

  • 1

    Board Infrastructure Series

    • Leadership Performance Review

    • Succession Planning: Why It Matters

    • Crisis Management and Communication

    • Understanding Student Data - MCA

    • Understanding Student Data - NWEA MAP

  • 2

    Helpful Tools + Resources

    • School Goals Framework

    • Performance Review Template

    • Director Succession Plan Template


CharterSource Founder

Beth Finch

Beth Finch, Founder, CharterSource As a founder of Lake Country Academy in Wisconsin, her areas of focus were the following: development, marketing, facilities and student recruitment. She also served 5 years as Board Chair KIPP Minnesota, part of the KIPP network of over 225 schools nationally. With over 15 years of board management experience, Beth provides boards with the foundational frameworks and systems to govern efficiently.

School Operations, Finance & Facilities

Tyler Baier

With a range of experience developing the financial and operational sustainability of charter schools, Tyler Baier is dedicated to removing operational barriers for educators so they can focus on what they do best – teaching our kids. Tyler Baier began his career in education in 2010 as an Education Pioneer fellow and spent 7 years with Bright Star Schools, a high-performing charter management organization in Los Angeles with an annual budget of over $35 million. As Chief Business Officer, Tyler led the development of the organization’s back-office team, with over 30 employees supporting schools from accounting to advancement. He also facilitated Bright Star’s growth from 2 to 7 schools, and managed the financing and development of new construction, renovation, and temporary facility solutions.

Senior Vice President, Dougherty & Company

Dick Ward

Dick has 28 years of experience in bond issuance and finance as an investment banker and financial advisor. He also under wrote one of the first tax exempt bonds in the country - Community of Peace Academy. He is a regular participant in charter sector support both locally and nationally - often called upon to present for the National Federation of Municipal Analysts and Bond Buyer Seminars.


Executive Director of Services, Media Minefield

Michelle Lawless

Michelle is a public relations specialist with background in TV news and traditional public relations. She is the Executive Director of Media Minefield and also earned media and messaging specialist in crisis communication. Guidance for schools is an area of focus at Media Minefield.

Education Leadership & Policy Consultant , CharterSource

Karen Klinzing

Karen has been engaged in charter schools from various perspectives over the last 20 years in Minnesota. Karen will provide a school leader and organizational perspective and bring her experience in state law regarding charter schools from when she was a legislator and an assistant/deputy commissioner.

Performance Data Specialist, EdOps

Dan Wick

Dan Wick, Performance Data Specialist for EdOps, works with multiple charter schools from Washington DC, New York to New Orleans. Prior to joining EdOps, he was a Former Harvard Strategic Data Project Fellow with New Haven Public Schools working with principals to identify at-risk students. And as an Education Pioneers Summer Fellow he was on the Uncommon Schools Data Analytics Team. Dan hails from Minnesota earning a degree from St. Olaf and a Masters in Public Affairs from the Princeton Woodrow Wilson School of Public Affairs.