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Building Bridges: Practical Tips for a Successful Heads Transition Moorestown Friends School NAIS Annual Conference February 27, 2020 Introductions Julia de la Torre , Current Head of School Larry Van Meter , Former Head of School Barbara


  1. Building Bridges: Practical Tips for a Successful Head’s Transition Moorestown Friends School NAIS Annual Conference February 27, 2020

  2. Introductions Julia de la Torre , Current Head of School Larry Van Meter , Former Head of School Barbara Caldwell , Board Chair Peter Baily , Board Member, Head of Transition Committee

  3. Session Agenda ● Post-Appointment ● Structuring the Transition ● Communication ● Community Entry

  4. Post-Appointment

  5. Planning the Waiting Period ● Transition committee ● Formal announcement ● Supports for a new Head of School ● Acknowledgements, events, fundraising, tributes ● Regular meetings and key topics ● Key personnel transitions ● Avoiding lame duck syndrome

  6. Time With the Leadership Team

  7. Soft Touches

  8. Structuring the Transition

  9. Planning Formal & Informal Supports ● Campus visit + separate visit as parents, spouse visit ● Get-to-know-you time with Board Chair ● Getting the residence ready ● Move-in day, first night on campus

  10. Joint Meetings With Donors

  11. Soft Touches

  12. Communication

  13. Making Communication Personal ● Assessing the communication culture ○ Existing avenues for communication ● Finding your style ● Early and often ● Personal messages from the Head on Day 1 ● Key relationships

  14. Multiple Platforms for Communication Click to View

  15. Community Entry

  16. Authenticity & Humility ● Convocation or other ceremony ○ Choosing speakers, student role, school culture ● Other events ● Alumni gatherings and road show ● Acknowledging the former head ● Inviting the former head to campus ● Considering traditions

  17. Finding Your Brand Click to View

  18. Thanking People

  19. Questions?

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