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September 2009
Issue #24

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Every year after the morning bell rang on the first day of kindergarten Carolyn Davis, the Winthrop School Principal, would walk around the school parking lot consoling sobbing parents (okay, usually mothers) with hugs and words of reassurance. A few years ago Ms. Davis started a new tradition: she invited all the kindergarten parents in for coffee and an official welcome to the community.

Her efficiency spread beyond the first morning of school (group hugs are quicker). Her invitation set the tone for each family's relationship with the school. Parents were no longer mystified about what went on behind the doors their child had just entered, because they had been immediately welcomed to their new role in the community, received critical information and were introduced to their peers and school leaders. An experience that could provoke great anxiety was turned into an opportunity to share information and strengthen the community.
 
Most colleges, universities and independent schools are facing the equivalent of staggering parents in the parking lot: concerned faculty, staff, students, alumni and donors. This edition of In the Know discusses how "inviting them in" could diffuse the negative and harness productive energy.

Sincerely,
 

Tracy Filosa

 

Inviting them in

Ms. Davis was not just saving time on the first morning of school by gathering the group of kindergarten parents. She was building a team that would support the school and the parents throughout the year. Parents were introduced to resources and people who could help them, so they could fulfill their roles as parents effectively.
 
Efficiency of the group hug: Faculty, staff, students, alumni and donors have lots of questions about the financial picture. Some people ask the questions, while others wonder quietly. By gathering these stakeholder groups in forums (in-person, telephone and virtually using online media) your school can reach the vocal and the quiet stakeholders and set the tone for the appropriate level of transparency and communication. By collectively addressing the future you foster community and strengthen relationships. Instead of responding to steady streams of individual concerns you can address a wider forum more efficiently.
 
What they don't know... Ms. Davis realized that in addition to the emotions of sending a child off to school the parents were concerned about what they didn't know. She quelled those fears by sharing information and pointing people toward the qualified resources who will serve as conduits between the leadership and the stakeholders.

Transparency, even if it is not rosy news, can focus the community on the productive actions that will contribute to common goals. Veils and closed doors make people less invested and fuel rumors. Without the facts, energy is poured into unproductive guesswork.
 
Defining boundaries and role: The invitation was fittingly for coffee. Parents weren't helicoptered into their child's classroom to watch over them, but ushered to their own space where their role was defined.

When you share financial realities with your community you are not inviting attendees to be co-CFOs. You are giving each attendee the information they need to fulfill their specific role in the community.

It's nice to be invited: Not everyone came in, but they were all invited. Not everyone will take you up on the offer to learn more about the financial situation at your institution, but an invitation opens a communication channel that can be utilized in the future.
 
Reiterating the goals: This September I attended the coffee as one of those "in the know", seasoned (old?) parents after my youngest made her wayfirst day through the school doors for the first time. I didn't need to learn about the workings of the school, but I found the process and connections at the coffee comforting. A new group of stakeholders had been invited into the community and were being given the tools to participate effectively. We veterans were also reminded of the Principal's goals and our roles and responsibilities.

The school year was off to a great start.

Client News

An independent Antioch College

AntiochThis edition coincides with client news that is too exciting not to share. After many months of hard work, negotiation and sound financial planning, Antioch College became in independent entity on September 4. It has been a professional highlight for me to be part of the team dedicated to forming an innovative and financially sustainable college.

Follow these links to read more about the college in the
LA Times and other articles about the news and future of Antioch College.

 


TAF CONSULTING helps colleges, universities and independent schools develop effective financial tools and presentations, so they can pursue effective strategies and communicate critical business issues to stakeholders.

Contact Tracy or visit the TAF Consulting website to learn more about TAF Consulting Services and to read previous editions of In the Know.

 
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