Burnout in education isn’t simply about feeling stressed or overwhelmed—it’s a chronic condition that occurs when educators perceive that workplace demands consistently outweigh their available resources. This distinction is crucial: burnout is primarily a systemic issue, not an individual failing.

School leaders must recognize an essential truth: No one can self-care their way out of burnout. While personal wellness practices are valuable, they cannot solve problems rooted in workplace conditions. Creating meaningful change requires addressing the underlying organizational factors that contribute to educator exhaustion.

Particularly damaging are environments where inappropriate, harassing, or discriminatory behaviors persist. These toxic elements not only exacerbate burnout but undermine the educational mission itself.

Practical Strategies for Supporting Educator Mental Health
School Leaders Mental Health And Well Being
1. Master the Art of Supportive Listening

Effective communication begins with genuine listening. As Stephen Covey wisely noted, “The biggest communication problem is we do not listen to understand. We listen to reply.”

To truly support your educators through healthy, supportive listening, embrace the OARS approach:

  • O – Ask open-ended questions that invite reflection and deeper conversation
  • A – Use affirmations that acknowledge strengths and boost confidence
  • R – Regularly summarize key points to ensure mutual understanding
  • S – Show through reflection and action that you’ve truly heard their concerns
2. Cultivate Healthy Leadership Dynamics

The relationship between supervisors and educators profoundly impacts school culture. Transformative leadership includes:

  • Setting crystal-clear expectations that eliminate ambiguity and reduce stress
  • Empowering educators by delegating meaningful responsibilities and fostering professional autonomy
  • Actively balancing demands and resources through regular check-ins about workload challenges
  • Modeling respectful communication that acknowledges different perspectives (remember: respect doesn’t always mean agreement)
  • Creating intentional celebration rituals that recognize both small wins and major achievements
The Five Pillars of Workplace Mental Health

The 2022 Surgeon General’s Report identified five essential elements for maintaining mental health in any workplace:

1. Protection from Harm

Educators must feel physically and psychologically safe. This includes protection from harassment, discrimination, and excessive stress.

2. Connection and Community

Schools thrive when they foster genuine belonging among staff members. Strong professional relationships create resilience during challenging times.

3. Work-Life Harmony

Educational leaders should actively promote boundaries that allow teachers to maintain fulfilling personal lives alongside their professional commitments.

4. Mattering at Work

Everyone needs to know their contributions are valued. Regular, specific recognition of educators’ impact reinforces their sense of purpose.

5. Opportunities for Growth

Professional development shouldn’t just be about acquiring skills—it should nurture a sense of progress and possibility that combats stagnation.

About the Author
Caroline Poland headshot

Caroline M. Poland, MA, LMHC, LCAC, CCTP, CCFP, NCC is a licensed mental health counselor, certified clinical trauma professional, and the Founder and CEO of both Poland and Associates Consulting, LLC and Landmark Counseling, LLC (a private counseling practice in Indiana).

In her work, Ms. Poland brings insights from psychology, mental health, and science to the topics of women in the workplace, decision-making, compassion fatigue and burnout, trauma, and sexual assault, with the goal of establishing healthy trauma-informed organizations. Ms. Poland has worked with organizations around the world on issues of trauma informed care, healthy workplaces, impactful leadership, decision-making, and the unique experiences of women in the workplace, leading to optimal productivity, health, and flourishing.

Her website is polandandassociates.com, and you can contact her at caroline@polandandassociates.com .

In this session, Tricia Blum joined us to answer questions on back-to-school operations. She spoke about COVID-19 preparedness, transportation and staffing and financial management.

Join the experts as they answer all your questions live on Tuesdays on YouTube at 10am PT / 12pm CT / 1pm ET. Charter School Capital – YouTube

Read Full Transcript :

Michael:

Hi, everyone, and welcome back to Tuesday Tips. I fully realize it is Wednesday. We had some scheduling challenges yesterday, so we are doing Tuesday Tips on Wednesday. Welcome back. We’re here every single week for about 10 minutes talking all things challenges for school leaders. I’m really excited to welcome my guest today. It is Tricia Blum. Tricia, welcome back. I think this is your second time with us on YouTube live, or we’ve just done so many webinars together, maybe I’m getting the two confused. But if you don’t know Tricia, Tricia leads up our consulting practices at Charter School Capital, helping school leaders navigate all the challenges that they encounter running their schools. And so we asked her to come back to talk about operations challenges and financial challenges that schools may be facing and answer some questions related to that. So we’re really happy to have you back, Tricia. Welcome.

Tricia Blum:

Thank you so much. I’m excited to be here and I’m excited to share some of the wisdom I learned as a former CEO of Charter School Network, as well as all that I’ve learned at CSC. So glad to be here.

Michael:

Yeah, this is a brain we get to proverbially pick for the next 10 to 12 minutes that’s got so much deep experience with both leading schools and helping those school leaders that may be in tough spots that are working on challenges. So I’m really excited to ask Tricia some questions. So we’ll kick it off with this. We’re a few weeks into the school year. Some schools have been back since the beginning of August. Some just got back in the last two to three weeks. As you think about the beginning and the start of the school year, what should schools be thinking about from an operational perspective right now?

Tricia Blum:

That’s such a great question because I know I remember the days. Yeah, about five or six week, things start kind of slowing down enough that you feel like you’re not just putting out fires and of course those first couple of weeks you don’t know which fires are to come. So this is a great time to talk about operational aspects that schools should look at to ensure success for their coming year.

I wasn’t going to lead with this, but recently health and safety in terms of COVID. So I would be looking at, and I don’t know how many other folks have talked about this, but COVID-19 preparedness. Who knew we were going to be talking about it in Fall of 2023? I think you have to dust off your old policies and see if they still make sense. Figure out where your sanitation stuff is. Are you going to mask again? What are you going to do? And I think that’s incredibly important.

I have a couple of examples. I have a school in Indiana who they lost their entire middle school and their teachers and a Dean to COVID for an entire week the second week of school. And personal, my child went off to college, called me, no kidding, I left and she called and said, “Hey, my roommate has COVID. I’m standing in the bathroom with a mask on and campus safety is rolling in to figure out how this is solved.” So we don’t want to deal with it anymore, but I can’t state enough how important that might be to be looking at right now.

Michael:

Yeah. I was actually on Instagram this morning and there’s sort of a meme account for the Washington, D.C. area. I live just outside of Washington, D.C., as you know, and a teacher from Ward 7, we have eight Wards in the D.C. region, tweeted yesterday that basically her whole classroom is out with COVID. And just that it’s here. It’s still around, just because we’ve gone through the summer. Just an entire challenge to layer on already the other operational challenges that school leaders face.

I do want to mention, if you have questions about COVID, we have some older resources that are probably still very relevant from early on in the pandemic. I’d be more than happy to if people have got questions or want to reach out and ask us where they are, but you can also just go to our website at charterschoolcapital.com, search COVID in that search box, top right corner, and you will find a plethora of resources. But yeah, just a challenge I think a lot of schools are facing right now. Everybody’s going back into the classroom and bringing all their germs with them.

Tricia Blum:

Right. Absolutely. And again, like I said, I think, not just schools, all of us, I mean, I know when my child called and said that, I’m like, “What?” So we’re all getting a little flatfooted with that, so let’s get our policies put back in place and also find where all those old masks are and where is all that old hand sanitizer because you might need it again.

I think another really big challenge at the beginning of the school year that really sets the tone for the rest of the school year is transportation. So getting your bus routes and safety routes all put in place and taken care of as best as you can right now so that you can flow through the rest of the year. Certainly, I know, having spent summers working with bus organizations and creating routes and all of that, you think you’ve got it set, but when school starts, invariably you’ve got new students coming in from other areas, and so now’s a good time to address your transportation.

Staffing is also incredibly important right now, and again, it goes along with transportation. You’ve spent the summer sort of putting together your staffing plan. Again, kids have shown up that may have special ed that you weren’t planning on having. They may be stronger in areas that you weren’t. So hashing out if you need to move teachers around teaching and staffing assignments. And then in the same token, if you’ve got teachers that are new, and/or, again, like I said, you’ve got some challenges that you didn’t know were coming in terms of special ed or other resources, maybe ELL, addressing all of that through professional development, which you may not have scheduled for right now. You’ve done some right before school started, and then you’re not really planning to do some for a few months, so make sure you’re hitting your professional development.

The same goes for curriculum and instruction, and again, I could spend hours on all of these. I know we’re trying to spend 10 minutes, so I’m just bumping through the big highlights, right? Technology, same. You wrote a plan, now you have to make sure that the plan actually still works and then change it if you need to. So facilities and infrastructure. Along those same lines, you need to take a look at how the school building is actually working for you this year and make any needed repairs or maintenance. It’s also a great time, I think, to take a look at what next year is going to look like, right? You’ve got a whole new set of students. Our brains are all working on it. And so this is a great time to jot down some notes, if you will. I use the word jot down, put it in your tablet, doesn’t matter. Just so that you’re like, “Oh, yeah, I remember.” So come spring, you’re like, “That’s right. We need to make sure that our building has this or that.” So that, I think, is part of it.

Making sure that your communication plan out to your community stakeholders, parents and students, all of that. Again, you likely already have a communication plan, but making sure that it actually says what you’re doing and you’re doing what it says or make the changes necessary. Crisis communication, a huge part of that. Again, I mentioned COVID. You’re going to have those communications going out again, and probably a lot of us fairly lost.

Budget and finance. We can spend a lot of time talking about that. Review and adjust your budget as necessary. Attendance and records. That’s always tricky this time of year. Some states are getting ready to have their once or twice a year counts. Some states work on an average daily attendance. So it’s really important that whatever software you’re using, make sure that your attendance and records are straight so that you can get paid for those students. So that is, I don’t know, about 10 or 11 things. That’s all. Just 10 or 11 things that you should be paying attention to as you start out the new school year that will get you set up.

Michael:

If there was a masterclass for starting the new school year, you just gave that masterclass. So I’m going to give you a virtual pat on the back because that was an incredible rundown in a very concise amount of time. I want to ask another question related to something you touched on. As you’re getting your student count, as you’re looking at that budget, Charter Schools have obviously got to continuously manage their fiscal responsibilities and fiscally manage their practices and their audit readiness. Is there anything in this particular time of year beyond what you’ve already stated around just making sure how as a school leader you can improve that financial management and audit readiness for the rest of the year?

Tricia Blum:

So I think there are, and this is one that I personally learned. You need to hire competent financial personnel. You really do. I’m going to say this, and I didn’t say it five years ago, but I say it now. If you have the ability to hire someone that has Charter School funding experience, it doesn’t specifically have to be someone that has Charter experience in your state, but we know that Charter funding is an animal unto itself, and if you can find someone that is competent and understands that there is a lag in funding and that there are peculiar, easy for me to say, peculiarities, wow, around funding, I think that’s really important. And if the person you are working with is not competent, now is the time. I know so often we fire slow, and I know that sounds harsh, but this is the time. If you don’t have someone that’s not doing a job that you need to have done in finance, now is the time. Make sure [inaudible 00:09:59].

Michael:

Yeah, such good advice.

Tricia Blum:

… get rid of the non-competent. That’s, again, may sound harsh, but don’t spend the rest of the year hoping that they are going to catch up and figure it out because, I see it time and again, finances for Charter Schools are challenging enough. If you put someone that’s not competent in the seat for the school, you’ve got a whole world of problems. So I can’t stress that enough.

Michael:

Yeah, such good advice. One question I wanted to ask you related to the first question around the beginning of the year and sort of having your facility prepared for that beginning of the year and thinking about what you may need in a facility in the future, is you and I have talked a lot and we’ve also done a lot of work around audits and audit best practices and talking specifically about how you audit your building. Do you have any thoughts on what an internal building audit might reveal for a school leader to understand like, “Hey, is this building serving us now and is it going to serve our mission in the future?” Any thoughts there?

Tricia Blum:

I have a lot of thoughts actually, and I will say, doing a building audit at the beginning of the year, it’s a great time, because, again, you’re able to take a look at how the school is operating with your students this year, right? You can look at safety and accessibility, your learning spaces. What is your technology infrastructure? So often we don’t even think of that, or us non-techies don’t think of that anyway, and then you may have a great building, but it may need actual infrastructure. So I think resource allocation, energy. There are all sorts of things that you can specifically look at. I think, do we have an ebook on that, Michael?

Michael:

We do.

Tricia Blum:

Okay. I was going to say, good. So we’ve got that, but what I’m also going to say is a piece, when you are doing your facility audit, it is great to have your custodian or your janitor, of course, one of the leaders, if not the CEO or executive director, your insurance company, bring in your insurance company, and then hopefully you have someone on the board or a parent that’s pretty involved that is in the facility industry. I can’t stress enough the great audits that come from having a group of folks walking through the building because we all have a different lens and we all see things differently, and so that will give you a real 360 view.

Michael:

Yeah. Such good advice. And Tricia mentioned an ebook, a guide that we’ve done on all things audits. It’s available on our website. Again, just hop over to charterschoolcapital.com, search audits. You’ll get a very, very in-depth ebook, which I think is sitting behind my desk somewhere in this stack, about 55 pages long that we’ve refined over 17 years of working with schools. So you’re more than welcome to go grab one of those that Tricia intimately helped put together for us over the last last four or five years as we’ve rolled out that audit knowledge. Tricia, any last words of advice for school leaders when it comes to ops and what they should be thinking about? This is an open floor, open-ended question. Anything you’ve been hearing or any other wisdom you can share with us when it comes to operations and school leaders?

Tricia Blum:

For me, the month was always October, but for a lot of you, it’s right now. Now is the time to take a breath. You’ve made it through the first four or five weeks of school. Take a deep breath, stop working 12 hours a day. Enjoy what you have created, enjoy your students. Be good to your staff. Be good to yourself.

Michael:

Such a good way to end Tuesday Tips this week. We really appreciate your voice today joining us, even if it’s Wednesday. We appreciate that voice anytime Tricia comes on and chats with us either at a webinar or here on YouTube. So Tricia, I’m just going to extend a quick thanks again for your time.

As always, we’re here Tuesdays at 10:00 AM Pacific, 1:00 PM Eastern. I know it’s Wednesday. We’ll be back next Tuesday with Caroline Poland, who is joining us tomorrow for a webinar on teacher mental health and well-being. I hope you’ll come join us as we figure out decent strategies to help school leaders tackle and how to provide a safe space and mental and well-being services for their teachers. That’s tomorrow starting at 10:00 AM. You’ll have to register for that one. You’ll get the Zoom invite, and we hope we’ll see you there. But if you can’t make it tomorrow, Caroline will join us next Tuesday, 10:00 AM Pacific, 1:00 PM Eastern here on YouTube. Thanks again for joining us, and Tricia, goodbye. Hope you have a great Wednesday.

Tricia Blum:

Thanks so much. Take care. Thanks for having me.

The PA Charter School Legacy Awards stand as a distinguished recognition within Pennsylvania’s educational landscape, honoring exceptional individuals and organizations that have made significant and lasting contributions to the growth, advancement, and success of charter schools.

These awards celebrate visionary leadership, innovative educational practices, community engagement, and unwavering commitment to the betterment of kids’ lives through the charter school system.

2022 Legacy Award Winners

Erin Corvaia

Award Type: Teacher

School: Pennsylvania STEAM Academy

Quote: “There is such a great need for those kids to be loved and supported and be told that great things can happen for them. And the kids themselves, and knowing that I can provide for them, that is the greatest reward.”

Bio: Erin Corvaia is a kindergarten teacher at Pennsylvania STEAM Academy. Erin joined Pennsylvania STEAM two years ago, and channels her background in Outdoor Education and love of natural science into the STEM curriculum.

Dr. Wayne Jones

Award Type: School Leader

School: Penn Hills Charter School of Entrepreneurship

Quote: “Through creativity, flexibility, and innovation, we can inspire and empower young minds to reach their full potential and break free from the limits of traditional education.”

Bio: Dr. Wayne Jones joined Penn Hills Charter School of Entrepreneurship as their CEO in 2013 with a financial management, operations, and sports management background. Dr. Jones got his doctorate in Leadership Education, and devoted his education and resources towards studying entrepreneurial education’s impact on young students.

Ralf Weiser

Award Type: Parent Advocate

School: Avon Grove Charter School

Quote: “It was a very harmonious experience. It was give and take on both sides— on the parents’ sides and on the administrations’ side.

Bio: When Ralf and his wife moved into a new school district with two young children, they researched the school choices available to them and found that the resources available at Avon Grove Charter: art, languages, music— would provide their children with a rich exposure of experiences. They quickly became involved in volunteering, and ultimately, Ralf joined the school board, serving on that board through the challenges of COVID-19 and beyond.

Jennifer Morrison

Award Type: Rising School Leader

School: Pennsylvania STEAM Academy

Quote: “I feel like I can deeply connect with kids and adults as well. And if I whittle it down — the kids know that I love and respect them. Sometimes I have to be the disciplinarian or the “meanie,” but at the end of the day, all my kids know that I love them and over the years, I have seen so many successes.”

Bio: Jennifer Morrison is the Principal and CEO of Pennsylvania STEAM Academy, a brand-new charter school in Harrisburg. With a background in psychology, Jennifer taught art for 16 years in the charter school system before spending a few years in the public system and ultimately joining Pennsylvania STEAM when they opened their doors two years ago.

Pat Hennessy

Award Type: Charter Lawyer

School: Philadelphia Area Charter Schools

Quote: “An education lawyer has a tangible result where you can actually see the impact that you’re having: thousands of children are being educated in charter school every year from all walks of life…and we’ve really moved the needle on the education that is provided, and that’s a really fulfilling part of what I do.”

Bio: Pat has been recognized as a Pennsylvania Charter Schools supporter. A founder and co-chair of Barton Gilman LLP, Pat Hennessy has been serving charter schools as counsel and representative for over two decades. Pat has also been named one of the “Best Lawyers in America” in Commercial Litigation for two years in a row (2022-2023), and named a Pennsylvania “Super Lawyer” in Schools and Education for three consecutive years (2021-2023).

Jesse Topper

Award Type: Elected Official

School: Pennsylvania Charter Schools

Quote: “Our rule in government is to make sure that everyone has access to education. I can’t guarantee success for every kid, family, for every institution. But I can guarantee as a public policy maker that each student has access to the education that will enable them to live the American dream.”

Bio: Representative Topper is the Republican chair of the Pennsylvania House of Representatives education committee. Rep. Topper is passionate about making sure that every kid and family has access to education. He is now serving his fifth term in office, representing residents of Bedford and Fulton counties.

Steven Catanzarite

Award Type: Lifetime Achievement

School: Lincoln Park Performing School

Quote: “Charter schools are not so much about innovation as it is about renovation. Discovering things that may have been forgotten, bowled over by how large education systems can grow. So I think charter school systems are at their most innovative when they’re renovating.”

Bio: Steven has been involved in charter school advocacy and leadership since 2006, when he became involved in the founding of Lincoln Park Performing Arts Center, which was anchored by a performing arts charter school. He now serves as the founding Managing Director and CEO. Stephen is a writer, musician, and artist passionate about arts education.

Senator Anthony Williams

Award Type: Legislator

School: Pennsylvania Charter Schools

Quote: “The greatest success that I can see is literally right in front of me: when a young man or young woman who’s gone through these schools comes back, returns, and says if it wasn’t for this school, I wouldn’t have the type of life I have.”

Bio: Senator Anthony Williams has served Pennsylvania as a state senator of the 8th district since 1998. He served as an original change-maker of Pennsylvania’s charter school legislation, ensuring expanded options for families, and he has pushed to expand school choice through the Education Improvement Tax Credit and the Opportunity Scholarship Tax Credit programs.

Join us for the 2023 PA Legacy Awards!

The 2023 PA Legacy Awards are here to celebrate outstanding individuals who have left a mark on their communities and schools.

Visit the Coalition site at https://pacharters.org/ to learn more about the 2023 PA Legacy Awards and the incredible individuals shaping a brighter tomorrow. Together, let’s amplify their voices and celebrate the pursuit of a better world through charter school education.

This month, schools around the country are celebrating Asian American and Pacific Islander (AAPI) Heritage Month. Some are inviting community members to give presentations that showcase AAPI heritage, traditions, and impact. Others are hosting screenings of movies that highlight AAPI stories, history, or achievements. There have been art exhibitions this month, cooking demonstrations, cultural food fairs, and a plethora of innovative curriculums and projects highlighting this rich cultural heritage.

The TEAACH Act requires public K-12 schools to incorporate a unit on the history of Asian Americans in Illinois and the Midwest, as well as their contributions to civil rights in the United States. The movement is gaining momentum, with other states like New Jersey, Connecticut, and Rhode Island following suit. Florida will soon implement a new law requiring schools to teach Asian American and Pacific Islander (AAPI) history, mandating the inclusion of AAPI history, contributions, and experiences in social studies classes. A pilot program for teaching AAPI history in schools in New York City was launched this year, which includes lesson plans, resources, and professional development for teachers to effectively teach AAPI history.

The growing support from students, teachers, parents, and education advocates nationwide highlights the importance of inclusive and comprehensive education for all, as well as representing and empowering students who share this heritage. Current studies state that there are more than 6.7 million U.S.-Born Asian American and Pacific Islanders in the United States, and U.S.-born Asian Americans and Pacific Islanders are the fastest-growing segment of the fastest-growing minority group in the United States.

If you’re looking to implement this kind of program at your school, here are some resources to get you started:

The Learning Lab APAC

The Learning Lab APAC (Asian Pacific American Center) is an online platform developed by the Smithsonian Institution’s APAC. It serves as a digital resource hub for exploring and learning about the rich history, art, culture, and contributions of Asian Pacific Americans. The platform offers a wide range of educational materials, including lesson plans, videos, images, articles, and interactive activities, designed to engage students and educators in discovering the diverse stories and experiences of Asian Pacific Americans. By providing accessible and engaging content, Learning Lab APAC aims to promote cultural understanding, appreciation, and inclusivity in education.

Teach AAPI

This organization is dedicated to providing educational materials and support for teaching Asian American and Pacific Islander (AAPI) history in schools. The organization aims to address the lack of representation and knowledge about AAPI history in curricula by offering lesson plans, classroom resources, professional development opportunities, and community engagement tools. TeachAAPI seeks to empower educators with the necessary tools and knowledge to effectively teach AAPI history, promote inclusivity, and foster cultural understanding among students.

Bringing Asian American & Pacific Islander heritage into the classroom • Outschool’s Educator Library

The Outschool Handbook on “Bringing AAPI Heritage into the Classroom” is a resource designed to support educators in integrating Asian American and Pacific Islander (AAPI) heritage into their teaching. The handbook provides practical strategies, lesson ideas, and recommended resources for creating inclusive and culturally responsive learning experiences. It emphasizes the importance of representation, accurate historical narratives, and cultural appreciation in fostering an inclusive classroom environment. Educators can explore topics such as AAPI history, traditions, contributions, and contemporary issues, and find guidance on how to approach these subjects with sensitivity and respect.

The thought of an audit can feel overwhelming, especially when you’re focused on the daily demands of running and growing your school. Addressing compliance issues, evaluating internal controls, and implementing auditor recommendations can be daunting. However, breaking the process into smaller, manageable steps throughout the year can make a significant difference.

The Charter School Audits Guide: Preparing Your School for the Annual Audit provides a month-by-month breakdown to help your school prepare effectively. By dedicating time each month, you can minimize last-minute stress and ensure you’re ready when audit season arrives.

Here’s how the plan unfolds:

Yearly Plan List 2
Month 1: Reflect and Recharge

The first month after completing your audit is all about reflection.

  • Evaluate: Take a moment to review the results of the audit. What went well? What challenges emerged?
  • Organize: Gather and organize audit documents from the previous year to create a clear starting point for the next cycle.
  • Plan Ahead: Identify key dates and deadlines for the next audit and ensure they’re on everyone’s calendar.

This month sets the stage for moving forward and ensures your team is aligned and ready to tackle the next steps.

Month 2: Post-Audit Conversations and Strategy

February is the perfect time to focus on post-audit discussions. Use this month to dive into what worked, what didn’t, and what needs improvement.

Steps for Month 2:
  1. Be Proactive:
    Reflect on your school’s audit experience and think critically about what steps you can take now to improve next year’s results. Early action can save significant time and stress later.
  2. Evaluate Recommendations:
    Carefully review your auditor’s suggestions. Consider:
    • What internal controls need to be added or strengthened?
    • Are there new policies or procedures that should be implemented?
    • What areas of financial management need improvement?
    Addressing these recommendations now can prevent recurring issues in future audits.
  3. Update Your Corrective Action Plan (CAP):
    If your audit included findings that require a CAP, now is the time to update it. Ensure your CAP outlines clear steps and timelines for resolving any compliance issues.Note: Not all schools will have a CAP or receive one as a result of their audit. Check with your authorizer for clarification.
Why a Month-by-Month Approach Works

Breaking audit preparation into smaller, focused tasks each month helps reduce overwhelm. It allows your team to address critical areas methodically while staying on top of daily operations. Over time, these incremental efforts add up, creating a smoother, more efficient audit process.

By dedicating February to strategic discussions and actionable steps, your school can use the audit as an opportunity for growth. Thoughtful planning and proactive adjustments will not only ease future audits but also strengthen your school’s financial and operational foundation.

Take the Next Step

Dive deeper into the month-by-month plan and learn how to set your school up for audit success. Access the full guide here: The Charter School Audits Guide Preparing Your School for the Annual Audit.

We’ve partnered with the National Alliance for Public Charter Schools to bring you an immersive, genius-bar-style experience focused on enrollment marketing, digital marketing, and school branding strategy. Along with one-on-one consultations with marketing experts, we’ll be hosting sessions throughout the 2022 National Charter Schools Conference. Come with all your marketing questions and find us in the Expert Alley in the Exhibitor Hall!

Digital Rebrand Bar Sessions

TELLING YOUR SCHOOL’S STORY IN WORDS 101 – Download This Presentation
Monday, June 20, 10:05 a.m. – 10:25 a.m.

Communicating your school’s mission and one-of-a-kind assets is essential to attracting new students and connecting with existing families. The right words not only inform, but also tell your unique story by providing a peek inside your school. In this 20-minute session, we’ll discuss:

  1. What do your parents want?
  2. How to create compelling connections in your community
  3. Creating peeks inside your school for that “I-want-my-child-to-go-there!” moment

TELLING YOUR SCHOOL’S STORY IN IMAGES 101 – Download This Presentation
Monday, June 20, 10:30 a.m. – 10:50 a.m.

Designing marketing materials and social content for your charter school is so much more than combining text and images, but for most of us, visual design isn’t our first language. In this presentation, we’ll cover core design principles and best practices, such as how to create a visual hierarchy to more effectively convey your message, use colors effectively, pair typefaces, and select the best images for your content. Get ready to create appealing and fresh designs that will help elevate your charter school.

TELLING YOUR SCHOOL’S STORY WHERE PARENTS ARE LOOKING 101 – Download This Presentation
Monday, June 20, 12:30 p.m. – 12:50 p.m.

Keeping track of the avenues where parents are getting their information can seem overwhelming. In this session, we’ll focus on which avenues to focus on, how to appeal to parents and best practices for keeping track of engagement.

TELLING YOUR SCHOOL’S STORY IN YOUR COMMUNITY 101 – Download This Presentation
Monday, June 20, 12:50 p.m. – 1:10 p.m.

Thinking of ways to get your charter school involved in the community? Trying to find the right people to support your efforts? Want to make your school more inviting? Where do you start?

TELLING YOUR SCHOOL’S STORY IN WORDS 201 – Download This Presentation
Monday, June 20, 1:10 p.m. – 1:30 p.m.
Establishing your school’s vocabulary will create a bridge, connecting your school’s values with its voice. Consistent phrases, taglines, and calls to action will provide your students and team with a sense of unity and security.

TELLING YOUR SCHOOL’S STORY IN IMAGES 201 – Download This Presentation
Tuesday, June 21, 10:00 a.m. – 10:20 a.m.

Problem-solving your resources while designing marketing materials is no easy task. In this presentation, we’ll share some free online tools that can help you along the way. Let’s jump into ways to get resourceful and elevate your designs for your charter school.

TELLING YOUR SCHOOL’S STORY WHERE PARENTS ARE LOOKING 201 – Download This Presentation
Tuesday, June 21, 10:25 a.m. – 10:45 a.m.
Let’s deep-dive into social media and take advantage of the algorithm. For many of us, social media can be a side project that can become a back burner project. In this session, learn how to make the most of your charter school’s pages and the importance of activity.

We look forward to seeing you there!

Schools around the country were hit hard by the effects of the pandemic. Traditional public and charter schools alike were forced to adapt to distanced learning, train teachers and staff, and ensure student’s success during an unfamiliar time. Although students and parents learned to adjust to the “new normal,” now that more states are reopening and encouraging students to return to the class, many wonder how the pandemic has impacted the future of learning.

Why Charter Schools Performed So Well During the COVID-19 Pandemic

Charter schools already struggled to receive equal funding to traditional public schools before the pandemic. So, it came as no surprise that charter school administrators were prepared to rally for the resources their students and staff needed during the pandemic.

Despite not receiving the same treatment by local school boards compared to traditional public schools, many charter schools were better prepared to transition to virtual learning. Successful charter schools attribute the smooth transition to three reasons:

  1. Charter schools are less bureaucratic, which allows for easier decision-making.
  2. Teachers at charter schools have more experience dealing with time-sensitive situations.
  3. Charter schools rely more on technology than most traditional public schools.

While traditional public schools grappled with remote learning and ever-changing health policies, charter schools “made rapid leaps from the classroom to the cloud.” A charter school in the Bronx celebrated a huge milestone for the class of 2021 amid the pandemic: all 65 graduating seniors got accepted into college. So, as you can see, despite the challenges schools faced due to COVID-19, charter schools still found a way to rise above.

Lessons Learned: Will Virtual Learning Stay With Us?

Charter schools are presented with many choices when it comes to their reopening plans in the fall. You’ve come this far, so you’re probably wondering what will become of virtual learning as COVID-19 cases fall around the country. Many charter schools have already come forward with their reopening plans and safety protocols for the fall.

Many charter schools’ post-COVID reopening plans include virtual learning as an option for students, and for a good reason. Despite the push by school districts to get kids back into physical classrooms, one poll by the University of Southern California shows that parents are satisfied with remote and hybrid learning, and 42% of the parents surveyed even said they preferred remote lessons for their kids.

It’s unclear that virtual learning is here to stay forever, but it’s probably in your best interest to include virtual and hybrid learning options in your charter school’s post-COVID reopening plans.

Post-COVID: Reopening School Buildings to In-Person Learning

There are over 3 million charter school students in the country, and your charter school must be taking the proper steps to protect every student and staff member. School administrators are faced with tough decisions when it comes to reopening plans post-COVID. Juggling the opinions of parents, state politicians, and teacher unions can make it difficult for charter schools to find a reopening plan that suits everyone.

Still, charter schools must work through logistical challenges to promise a safe return for students in the fall. If your charter school is struggling to source adequate resources or create a safety plan, we suggest you look to charter schools that have successfully reintroduced in-person learning.

Social Justice, a charter school in Washington, D.C., reopened its doors to students in the fall of 2020. Although they still offer hybrid learning options, school leaders report that the following has helped ensure a safe in-person return:

  • Strategic planning
  • Small class sizes
  • Staggered schedules
  • Strict safety protocols

 The Department of Education (DOE) released a handbook that provides charter schools a detailed road map for reopening that we advise you to incorporate into your charter school’s strategies. Consider the following methods suggested by the DOE when mapping out your charter school’s reopening plans:

  • Include parents, teachers, and staff in the strategic planning process
  • Implement COVID-19 safety protocol for food distribution
  • Measure student’s social and emotional well-being through the use of surveys
  • Ensure school safety and inclusiveness by prioritizing creating a safe environment that supports and responds to the trauma students experienced due to the pandemic

No one is quite sure what the world will look like post-COVID. Whether virtual learning is here to stay is impossible to answer, but one thing is for sure. Charter schools are presented with the unique opportunity to create a reopening plan that prioritizes both student safety and academic success.

 

Diverse Charter Schools Coalition

The Diverse Charter Schools Coalition is a national association of 190 racially, culturally, and socioeconomically diverse student populations. Their goal: Band together these diverse populations with a focus on intentional diversity and inclusion.

We had the pleasure and honor to attend this year’s Converging of Diverse Schools Coalition – Interrupting Equity – named “Creating anti-racist and liberatory practices at intentionally diverse schools.”

The Keynote Speaker was activist, educator, and writer Brittany Packnett Cunningham. Brittany is a former teacher, education leader, and fellow at Harvard’s Institute of Politics.

The convening split its agenda into four tracks: Academics, Community, Culture, and Operations. We found the schedule of this conference comprehensive, and it was great to have the ability to choose from these various tracks. The sessions themselves were so content-rich that it was hard to decide what to attend.

Under Academics, there were sessions on grading, AP courses, and removing barriers that perpetuate inequity in learning. Under Community, sessions dived deep into the definition of Diversity, disrupting the opportunity gap, and communal classrooms. Under culture, the sessions focused on shifting mindsets, restorative circles to build community, staff culture, and creating an authentic and inclusive community. Under operations, the focus was on centering BIPOC, along with time management and distribution.

One thing that struck us was the school visits. These were breakout sessions where the convening’s guests got to witness virtual classrooms and environments at six intentionally-diverse schools. The vulnerability displayed by the schools, and the teachers themselves, was remarkable. They invited us to watch, critique, and discuss. It was a commendable example of transparency and a fantastic opportunity to assess, ponder and learn.

The schools delved into their intentional cultures, including their “crews,” which might be comparable to homerooms but with a heavy diversity focus. One school had different cohorts of second-graders through fifth-graders, where they tackled a curriculum focusing on racial equity. One group created a poem and a quilt for Black History Month.

It was beneficial for the teachers to be able to compare approaches. We watched videos of schools engaging in virtual teaching, and we had honest discussions as to what seemed to be working well and where there might have been room for improvement.

During these visits, we were particularly impressed with the Yu Ming Charter School of Oakland, CA, a Mandarin-language immersion school with a highly diverse student population.

This K-8 charter school won the Diverse School award for the year. It’s easy to see why this charter school has a 500-person waiting list.

The Convening also organized three affinity groups, including a healing & solidarity space for Black participants, a healing & solidarity space for Non-Black People of Color, and an awareness & accountability space for White participants.

The conference’s sponsors included the Ewing Marion Kauffman Foundation, PANORAMA Education, The Walton Family Foundation, the Cohen-Schneider Law firm, the NWEA, and the Bill & Melinda Gates Foundation.

Dewey Awards 2020 - This Year's Winners

Our Dewey Award Winners are here!

Our panel of judges received so many amazing entries this year, competition was fierce, and the selection process was quite challenging. It’s heartwarming to see how many people wrote in, telling us stories of teachers who made a decisive impact in their lives.

After much deliberation, our panel chose the stories they deemed most moving.

The winners of the 2020 Dewey Awards are:

  • Sarah Ward – honoring Mr. Heroux
  • Dr. Cecil W. Payton – a tribute to Mrs. Katie Pugh Smith
  • Dr. Mechelle Newell – Mr. Porter, the most special teacher (video)

The authors of these stories will be awarded a $1,000 charter school grant each, to go to the charter school of their choice.

We’re featuring all three stories below. In upcoming weeks, we’ll be posting many other stories sent to us during this contest. Stay tuned!


Mr. Heroux

Story by Sarah Ward

My sophomore year was the first year that I participated with my school orchestra in the annual MPA, music performance assessment, held by our district. The orchestra had been steadily rehearsing and perfecting our repertoire for weeks under the direction of our conductor, Mr. Heroux. Our small charter school orchestra was quite the underdog group, having never received straight superiors, the highest score from all of the judges, at one of these events. This year, however, was different: we were thoroughly prepared and determined to impress our talent upon the judges.

When the day arrived, every student was a bundle of nerves and excitement. Mr. Heroux consistently fed us words of encouragement throughout the day, keeping us focused on the task ahead. The performance came and went, and the stress of our scores was pressing upon us. We knew we had given a spectacular performance by the look on Mr. Heroux’s face after we walked off the stage. Performance scores were given to the directors to share with us, so the anxiety of our small ensemble was palpable in the band room the next morning.

“First of all,” I recall Mr. Heroux saying, “you all did an incredible job yesterday.” From his tone of voice, I could tell that something was amiss. I looked up and saw tears glistening in his eyes as his voice cracked. At that moment, everyone could tell that he had bitter news to share with us. Then he told us: we did not get straight superiors. He went through each of the judges’ score sheets. Two out of the three judges had given us superior ratings, but one judge only gave us an excellent, the rating below superior.

To make matters worse, Mr. Heroux told us that he had examined the point brackets, and he sadly reported that the excellent was one singular point away from a superior. I was shocked, heartbroken, and angry. We had failed to achieve the top score by one point. I looked around the room and could see other members of the orchestra equally affected by the news, especially the seniors who had worked four years for this moment.

Even when he thought that there was nothing he could say to make us feel better, Mr. Heroux demonstrated his care for us that day. He recalled us how we had worked incredibly hard and had done so well on stage the previous day. Even though we were nervous, we did not let our nerves get the best of us. When we made a mistake, we kept going. He reminded us that we had played our hearts out on that stage, and regardless of the score, we stood out as one of the most united ensembles at the event. He told us that he knew we were disappointed, and he was not going to lie to us. He was disappointed as well, but he was also proud.

Through his tears, he told us just how proud he was of our accomplishments. As an ensemble, we had been through a lot that year, but we never failed to pull through and make him proud. He helped us see that this instance was no exception. He was so incredibly proud that we were able to work together and produce beautiful music, regardless of the scores we received. One by one, many of the members of the orchestra vocally expressed their agreement with Mr. Heroux. I remember a specific instance when the principal violist shared his gratitude on how his section was always there to back him up on parts he felt that he did not completely know.

After we were finished sharing, Mr. Heroux stood at the front of the room with a teary smile on his face, and at that moment, we were all satisfied and knew we would not have been the ensemble we were without his guidance.

I do not think that there was a dry pair of eyes that morning when the orchestra students left the room. Mr. Heroux had shown us that sometimes we have to look past something such as a score or a rating to see what is truly important. No, we did not receive our desired straight superiors, but we came together as one body of students and gave the performance our all. We showed our strength, not necessarily in numbers or experience, but by the will of our resolve and determination to put on our best performance. We could not have done this, however, if it was not for Mr. Heroux. He is not just a teacher at my charter school, he is a mentor and leader who cares immensely about his students.

I cannot count the times when he has encouraged me when I felt as if I was not a good enough musician to succeed in my life. He inspires every student he comes in contact with to put their best self forward and never give up on themselves, even when a setback occurs. His lessons are full of wisdom and never fail to assist students in their day to day lives, such as the one he imparted upon us that day in my sophomore year. When I am older and reflect upon my high school career, I will always see Mr. Heroux as the noble and caring person who I aspire to be.


Mr. Porter – The Most Special Teacher

Story by Dr. Mechele Newell

 

Hello, I’m Dr. Newell and I am super-excited about your proposal to share a story of inspiration because I am nothing but a person who comes from stories of inspiration. So I want to share a story about the most special teacher I have ever had. And his name was Mr. Porter. He taught at John F. Kennedy High School in Cleveland, Ohio, the inner city. Okay, I’m talking about the inner city and I transferred to that school my junior year, I believe. And I was put in an Algebra 2 with Trigonometry Course and everyone told me, “Mr. Porter is the worst. Mechele, he’s going to require so much of you.” And so I thought, “I don’t really want to be in this class.”

I mean, I am in an inner-city school where no one cares about what these kids are doing. Why do you care so much, right? But let me just give you a glimpse of Mr. Porter. Mr. Porter was a black man probably in his forties, I’m thinking, maybe late forties. Now that I’m an adult, right? He wore a blue button-down cardigan, pretty much similar to the look of Mr. Rogers from Mister Rogers’ Neighborhood. He did not really mix and mingle with the students but he knew everything about you. He had this way of having enough information about you to literally scare you. He never yelled. He never raised his voice. You never saw him physically do anything harmful to students.

But in a school where we had some really rough students, everyone feared Mr. Porter. First of all, you’re in a school where not many of the educators in that school thought much of the students, all right? And on top of all of that, you have this course that is considered to be a college prep course. And you have a bunch of black and brown students in the class that we feel like we’re kind of elite, right? Because look around, right? Look at where you are and look at us. We’re sitting in this class, so we are already the elite group. So we kind of demanded some respect, if you will. Just based on that alone, well, Mr. Porter wasn’t one of those men.

He felt like all of the students at that school should be able to perform at this level. And this level was not the level most teachers expected from the students. And so just to give you an example, when you started in his class, he would tell you, “No one will leave my class with a grade lower than a B.” And so you’re excited, this guy is going to be great. He’s going to give us points. It’s going to give us extra credit. And that was not the case at all. Mr. Porter demanded that every time you were awake, walking anywhere, that you would have his Algebra 2 with Trigonometry book on your person.

And if he did not see you walking around with that book, he would deduct points. And then you’d have to earn them back by doing some extra work. And you already didn’t want to do the work that you had. So I don’t even know why we thought this was something he could do. But if he saw you at the mall, seriously, if he saw you at Burger King, which was across the street, you had better had that textbook on you. We all feared Mr. Porter but not because he was mean, not because he was hateful, not because he said disparaging things, but because he had this level of expectation that just did not fit in our environment, it just didn’t.

Nobody expected anything of us but for him to expect everybody to earn B’s, all right or greater, right, higher grades? And to expect to see kids that most folks called, knuckleheads, good-for-nothings, to expect to see us anywhere we could walk, right? To have our books with us, that was just, that was scary, yet he earned our respect. And I will honestly say that anything and everything that I know about math right now is because of that man. Now this was an Algebra 2 with Trigonometry Course, you would have thought, right? That I had picked up some of my math, my love for math or my skill in math at an earlier age.

But everything that I learned from him solidified whatever I had been taught before. And normally you would look for a strong foundation of math and then you would grow on top of that. But it happened in a backward way for me. And most of the kids in our class, being in a district where … You can look up the Cleveland Public or Cleveland Municipal School District, that school district remember had a good reputation, all right? Especially when it came to dealing with students who look like me. And so our foundation was not sturdy, it was not strong at all. Yet we were still matriculating and still being pushed through the system.

And so to end up in a class with a man who loved math as much as he did, he wasn’t even excited when he taught it. He just taught it with such ownership, that you knew that he knew what he was talking about and you really wanted to know, as well. He made you believe that you could do it. He did not ever offer you a way out. It was always, this is what you’re going to do because I said, “You can do it.” I say that he inspired me the most because I find myself having that same passion for my students’ learning. And I find myself telling them, “Look at me. You can do this because I said you can do it. Not because I’m the boss of you but because I see it in you.

And because I am going to do whatever it takes to make sure you have the tools that you need to master this skill.” His impact, it didn’t just have an influence on me while I was in his school or in his class, but it has had an influence and an impact on everything that I have touched since knowing him. I realize that I can do all things, that there is nothing outside of my reach. That just because other people may not feel I have an ability to do something, that does not make it true, it does not make it so.

And so that’s why I choose Mr. Porter. Even after leaving that school, my family had to move to another area and I had to leave John F. Kennedy High School. I wound up going to a school called Garfield Heights High School in the Greater Cleveland area but it’s actually a suburb. And that was my senior year. And when I got there, the guidance counselor told me that I should just go to junior college. She laughed at me when I told her I wanted to go to Notre Dame College of Ohio, which is a women’s college. She laughed so hard. She literally fell over in her chair. She said, “You’ll never make it in a four-year.”

And I honestly believe what made me push past all of that, was what had been instilled in me by Mr. Porter in that math class that I had taken just the year prior. I had him for the entire year. He was an amazing, amazing teacher. But most importantly, he sowed seeds of hope. And having that experience after I transferred out and being able to, now as an adult, reflect on all that I went through academically from my childhood through adulthood and now they call me doctor, I can’t help but recognize him for his influence and his inspiration. So that’s my story. That’s my story. Thank you so much just for allowing us this opportunity to reflect on what good teaching or what good leadership or what good solid inspiration looks like in the classroom.


In Loving Memory of and Tribute to Mrs. Katie Pugh Smith

Story by Dr. Cecil W. Payton

As young African American males growing up in the ’50s and ’60s in the tiny segregated town of Orangeburg, South Carolina, African American students naturally were relegated to attending segregated schools based on skin color.

Katie P. Smith
Katie P. Smith

I remember well how we were bussed past the all-white schools to the all-Black schools that were not nearly as well equipped.  That did not, however, deter us from seeking the best education that we could get.  Although our schools were not as well equipped, we had some of the best, highly qualified black teachers who really cared about their students and went above and beyond the call of duty to ensure that we were fully prepared for the next chapter in our lives.

One such teacher was the late Mrs. Katie P. Smith, a loving and caring teacher who had such a profound effect on my life.  She and her husband, Hampton D. Smith were both educators, he a professor at Claflin College (now university), and she an elementary/middle school teacher in the Orangeburg County Public School System.  In addition, their home was on the same street as my family’s, only about a half-mile apart.  I remember vividly how they would wave in their car as they passed by our home every day on the way to work.  I was fortunate enough to have had Mrs. Smith as my sixth and seventh-grade teacher.

Initially, she was supposed to only have been my sixth-grade teacher, but she was so impressed with our class that she asked to move up one grade so that she could be our seventh-grade teacher also.  Of course, we were delighted because she was such a wonderful teacher who always encouraged us to do our best.  She truly believed that we could be anything that we wanted to be and would always find something extra for us to learn.

One of the things that endeared me so much to her was the time when I was the only student in a class of about 30 students who spelled all 100 of the words correctly on a spelling test.  She was so proud of me that she had me stand in front of the class as she shared my test result.  The excitement and enthusiasm in her voice were so exhilarating to me that I still remember the moment as if it were only yesterday.  That moment instilled in me the confidence that I needed to succeed.  Even today, I can still hear her voice as she said, “Cecil, I am so proud of you.”

In addition to being great in the classroom, Mrs. Smith was also an avid outdoor person.  She loved to take us on field trips to explore nature.

Dr. Cecil W. Peyton - then and now
Dr. Cecil W. Peyton – then and now.

On one particular trip, we all had to remove pine tree seedlings from a tree farm and plant and nurture them in our respective yards at home.  Having grown up on a farm, I was so excited that I planted three pine trees at my home.

As those trees grew over the years, they continuously reminded me of Mrs. Smith who passed away about 35 years ago.  It was only about five years, however, ago that we had to have the last of the three trees removed from the family’s estate for fear of it being struck by lightning.  However, that site is marked by a ring of beautiful azalea plants that our mother planted years ago.

Yes, Mrs. Katie P. Smith was very special to me. I only wish that she could have lived long enough to witness the person that I have become.

Cecil W. Payton, PhD – The Kid from the  “Wrong Side of the Railroad Tracks”

Charter School Capital at RAPSA 2020We were honored to present two sessions at RAPSA 2020.

As an organization, RAPSA focuses on helping educators working with at-promise students – with an emphasis that given the right support, all students can succeed.

It was fitting therefore that we featured Dr. Ramona Bishop as a speaker. Throughout a career spanning over two decades, Dr. Bishop has been a teacher, assistant principal, assistant superintendent, superintendent and now the CEO of her own public charter school, ELITE Public Schools. Dr. Bishop and her colleagues created Elite with the specific mission of helping under-served students – those students the mainstream system might have left behind.

Dr. Bishop was joined by our own Tricia Blum, VP of business services at Charter School Capital. Prior to joining CSC, Tricia was the CEO of a five-campus charter school – and this experience gives her solid understanding of the challenges faced by school leaders.

Dr. Bishop spoke about the components of ELITE as a school: entrepreneurial skill development, language development, dual-immersion pathway and the African-American and Latino Cultural Heritage program.

Tricia Blum gave some background on Charter School Capital. Our company has supported over 700 charter schools, serving over 1,250,000 students – and has invested over $2 billion in serving charter schools better serve their communities.

As a relatively-young school with a sizable student body (400 students), ELITE transitioned to online learning in Match of 2020 over the course of three days. The transition first started with paper packets distributed to students, but soon moved to Zoom-driven sessions, and email reminders and phone calls.

The transition exposed the huge digital divide in the student population. Many didn’t have a laptop, or internet access. The shortcomings of the original distance learning model became painfully visible. Working with parents, listening to parents’ feedback, input and ideas became paramount.

Lessons Learned

  • Through this dialog with parents, the charter school learned that this transition required more than just academic support – it required mental-health support, infrastructure, new educational formats, attention to students with focus challenges, student intervention groups.
  • The school responded by providing small learning groups after class day, the creation of a “learning space,” and ongoing discussions with parents to constantly improve their approach.
  • Staff and educator wellness became critical. Providing support for the teachers was highly prioritized.

The key takeaway is that a successful school is all about relationships. It hinges on ongoing communication with the key constituent groups – teachers, staff, students, parents, advocates, and the greater community.

Dealing with Uncertainty

Not only were the students confronted with the uncertainty of a global pandemic, but also with unprecedented (in their lifetime) racial strife and a highly-charged political climate, revealing systemic racism and deep divides, all of which signaled threats to an already-vulnerable student population.

The school provided context, by teaching about social-justice protests of the past, pandemics of the past, and past elections. The school used this moment as an opportunity to rethink, rebrand and re-strategize – to find even better ways to be there for the students.

Creative and innovative teachers seized the moment to thrive, leveraging technology, social media and new channels to enhance the student experience and advocate for their students.

Lessons Learned:

Create spaces and moments for students to process current events, and deal with their anxiety and stress

These spaces should be unbiased – including bringing outside third-parties to help navigate these times.

Teachers asking themselves, “how can I make more of a positive impact?” – and the school following this with “how can I better support the teacher?”

On Leadership

Dr. Bishop spoke about the role of a leader. More than a manager, a leader is there to motivate, to inspire, to provide the larger vision. Dr. Bishop calls this “step up, and step back.” Step up, meaning occupy fully the role of a leader. Be willing to be the person who others follow, be willing to be the voice of inspiration and certainty – even when at times that certainty might be hard to muster. And step back, meaning avoid micro-managing, let your teachers and staff exercise their roles fully, allow them to have agency and voice. And step back also to see the bigger picture, to gain perspective, which one can then use to provide vision and inspiration.

Lastly, Dr. Bishop spoke of how leaders should seek support as well. Support from the community, and support from allies and partners. Dr. Bishop spoke about the key role the parents and families of students played in these times, helping the school continue to grow by 20% even in the middle of a pandemic – and the key role of Charter School Capital, providing much needed capital that filled the funding gaps often experienced by a growing school.


Financing Options in the Age of COVID-19

We also brought to RAPSA a presentation on financing options, led by Ryan Eldridge, Senior New Business Specialist.

Ryan spoke about the financial solutions provided by Charter School capital, comparing our solutions to other paths available. He also touched on key factors to consider in making financial decisions at a charter school.

In words that echoed those of Dr. Bishop, Ryan spoke about what’s now officially a recession.

He spoke then about challenges faced in various states:

Schools in Georgia are experiencing a 10% cut in Quality-Based Education (QBE)

  • In Ohio, there’s a 3% cut in general funding
  • In Arizona, schools saw an additional $200 million in additional state funding
  • In Texas there were no cuts, and some schools received additional funding through specific programs

Financing Options

Ryan compared the available options for charter schools: Term loans, RAN or TRAN, Lines of credit, and a flexible funding line. According to Ryan, these should all be evaluated against the following factors: Flexibility, capacity, certainty and cost.

Further, in terms of the cost, this goes beyond just looking at the rate. The rate is influenced by annualized terms, by how it’s applied to the borrowed funds, by how the funds are released, how long the funds are outstanding. Lastly, issuance fees and any ongoing fees can be an important factor. During the webinar, Ryan showed a chart where $1.5M in funds have four different possible total cost:

Cost Chart: Financing Options for Charter Schools

Ryan’s comparison matrix for the four financing options available showed pros, cons and considerations:

Financing options for charter schools - comparison matrix

For more information, get in touch with us using the contact form on this site.