Carney, Sandoe & Associates provides Assessment & Audit Services, designed to partner with key departments. programs, and initiatives within independent schools to strengthen their overall performance. We invite you to connect with any of our Assessment & Audit Service Leaders to explore the tailored packages we offer.
Athletic departments are a vital part of an independent school's identity, intertwining academic excellence with athletic pursuits. During our CS&A Athletic Department Assessment, we conduct an in-depth evaluation of the department's mission, leadership, personnel structure, policies, procedures, resource allocation, and overall operations. Our goal is to uncover the strengths, opportunities, and challenges that the department faces within the broader context of the school culture.
The assessment begins with a thorough review of departmental documentation and statistical data, followed by an on-site visit. During this visit, we engage in interviews with coaches, players, parents, the Athletic Director, and the Head of School. After gathering insights, we provide a comprehensive report detailing our findings and recommendations. This collaborative approach ensures that the athletic program not only thrives but also aligns with the school’s overall mission and values.
Please email Carter Abbott for more information.
The safety and functionality of your campus are pivotal to creating a thriving educational environment. Our comprehensive operations assessments help independent schools evaluate and enhance their facilities and other daily operations processes, procedures, and protocols, ensuring that these essential aspects of school life run efficiently. We provide detailed evaluations and actionable recommendations in areas such as staffing, organizational structure, strategic capital planning, deferred maintenance management, campus safety protocols, and operational efficiency training.
Please email Elyse Waterhouse for more information.
Clearly defined finance and operations policies and procedures as well as sound, comprehensive business office practices are crucial components for the long-term success and sustainability of any independent school. Our business office assessment service identifies opportunities to enhance operational effectiveness through detailed evaluations of the department’s personnel structure, job descriptions, internal control measures, financial management policies, procedures, challenges, and opportunities. We offer strategic recommendations to strengthen financial, operational, and risk management practices and to assist in the movement toward intentional financial sustainability planning.
Please email Elyse Waterhouse for more information.
Robust financial reporting and subsequent strategic financial planning are essential for sound school governance and future financial sustainability. Our strategic and financial reporting assessments and recommendations assist in the deliverance of clarity and transparency to school leaders, stakeholders, and boards by reviewing key financial documents, long-term strategic financial plans, performance indicators, and the overall operational and capital budgeting process. We help to ensure that policies and procedures are relevant, accurate, and efficient, helping your school maintain fiscal responsibility and strategic foresight.
Please email Elyse Waterhouse for more information.
To truly implement and advance the work of diversity, equity, inclusion, and belonging in all elements of campus life, schools must collect and assess the current landscape of the community before initiating full plans of action. The DEIB Campus Assessment service is a comprehensive initiative designed to evaluate and enhance your school’s DEIB efforts. Our team conducts a thorough and nuanced assessment of campus policies, practices, and culture, providing valuable insights to drive positive change. The service is tailored to address the unique challenges and opportunities within the educational context, promoting an inclusive and equitable environment for all members of the school by soliciting the voice of students, faculty, staff, parents, and alumni.
Please email Brandon Jacobs for more information.
The Baker Group has spent the past three decades partnering with over 1000 independent school clients to elevate their understanding of enrollment management, while perfecting the art of admission and enrollment leadership. The foundation of our audit practice is based on strengthening a school’s financial sustainability with best practices in admission and enrollment management. School leaders who have worked with The Baker Group have a deeper understanding of the importance of accurate data collection and data management, and an appreciation for the critical role research, assessment and goal setting are to admission and enrollment management planning and success.
As the leading expert in enrollment management, The Baker Group has developed industry standards for how schools address shifting market trends and embrace best practices with both operational approaches and strategic admission and enrollment solutions. Our work has provided school leaders throughout the US and Canada with insights and strategies for how to enhance enrollment and improve sustainability practices by running highly successful independent school admission offices while embracing a school-wide enrollment management mindset.
Please email Chris Baker for more information.
As the job of an independent school Head of School has become increasingly more complex and demanding, Heads’ compensation has increased significantly both in terms of total dollar amount and variety of compensation options. In this highly competitive market for talent, Carney Sandoe provides independent school Compensation Committees and Boards of Trustees with comparative data from its annual Head of School compensation survey, as well as 990 research and DASL data, all of which provide clarity and confidence that schools are competitive in attracting and keeping top leadership talent, while staying within the bounds of what is reasonable. Our process is both quantitative and qualitative as our consultants, all former Heads with deep knowledge of compensation trends, seek to understand your leader and school needs and provide suggestions for tenure-increasing compensation solutions.
Please email Scott Nelson for more information.