Policy Governance® Service
CASB Policy Governance® Team
Jane Urschel, Ph.D., Deputy Executive Director
Jeri Hodgson Fleuter, Associate Executive Director
Jim Weigel, Consultant, Policy Governance® Service
Policy Governance® is a governance model that some school boards use to provide policy leadership. It is a system of interrelated principles that uses policies to express board values and perspectives in all areas with clear authority and accountability for all significant roles. Through comprehensive facilitation and consultation, Policy Governance® training enables a board to establish a new framework for effective governance under the policy governance model. Trainings help board teams develop policies in areas of executive limitations, governance process, board/superintendent relations and end results for students. It also includes a community engagement plan to help the board involve the community in defining what benefits should be achieved for which students.
Policy Governance® is an established set of principles and CASB’s expert staff helps school boards adapt the principles for their unique needs. However, it is not about fitting the mold to the existing program. It is about redesigning the program, so the school board can:
- Make decisions based in policy
- Empower staff
- Stick to the big issues and let staff carry out the goals
- Understand the dynamics of working as a board rather than working as five or seven individuals
- Learn how to delegate
- Build a strong relationship between the school board and superintendent
- Engage the community in the decision-making process
Read on to learn more about Policy Governance®.
1. Facilitated Workshops, Training and Consultation
CASB provides the district with comprehensive facilitation, training and consultation enabling the board and administration to establish a new framework for effective governance utilizing the Policy Governance® model.
a. Introductory Workshop (one day—two consultants)
This workshop is designed to provide an understanding of the fundamentals of governance, in general, and the governing options available, as well as to look at the principles of the Policy Governance® model. At the conclusion of the Introductory Workshop, the superintendent and board will more thoroughly understand how the model and its principles may or may not work for the district and whether this governance system is a good fit.
b. Policy Workshop (two days: day one—two consultants/day two—one consultant)
During the Policy Workshop a CASB consultant will assist the board and its team to develop policies that are specifically tailored to the district’s needs and circumstances, using CASB’s draft policy templates. The templates are consistent with the Policy Governance® principles and include all four categories of policy: Ends, Executive Limitations, Board-Superintendent Relations and Governance Process. The board will also begin to practice applying the principles to its own priorities and the district's circumstances. Please note that additional work is required to complete the board’s Ends policies. This process will be introduced as the Policy Workshop concludes.
c. End Results Workshop (two days: day one—two consultants/day two—one consultant)
The board and appropriate staff will identify at the broadest levels the educational results, benefits and outcomes for various groups of students and the priorities and costs of the results for those students. A CASB consultant will facilitate the board in drafting Ends statements to be refined as board discussions continue. This workshop will also include development of an outline for a community engagement plan and a list of potential Ends-related questions to ask various citizen groups during engagement.
d. Monitoring Workshop (two to four half-day sessions: first half-day session—two consultants)
During a Monitoring Workshop, administrators will learn to prepare monitoring reports, including how to make reasonable interpretations, what data or evidence to provide and alternatives in preparing monitoring reports. Additionally, board members will receive guidance on how to evaluate a monitoring report. Monitoring is often most effectively learned by expert coaching and practice, which CASB is happy to provide.
e. Topic-specific Workshops
Topic-specific workshops are provided to meet the district’s needs and may include strategic agenda planning, preparation and/or facilitation of the community engagement plan, monitoring refinement, practice with Ends-related discussion and dealing with traditional problems in a way that is consistent with Policy Governance® principles.
f. Implementation Consultations
CASB reviews agendas, minutes, monitoring reports and community engagement notes to assist the board in fine-tuning its use of the model and ensure that district issues are being dealt with in a policy consistent way.
g. Refresher Course
CASB recommends incorporating “refreshers” into the above workshops (as needed) to assist current and new board members and administrators in becoming familiar and comfortable with the model. This can also be a stand-alone workshop, at the district’s request.
Workshop Fees: Call CASB for fee information or email Jeri Hodgson Fleuter.
2. Related Services
a. Administration Manual
CASB’s policy staff assists the superintendent in creating an effective district administration policy manual that is consistent with and a companion to the board’s Policy Governance®policies.
Call for current service fees
b. Online Policy Solutions
CASB Core Policy Online allows subscribers to search CASB’s sample policies online for comparison to district administration policies. Online District Policy Maintenance allows for transformation of both the board policy manual and administration policy manual into a convenient, paperless policy collection.
Fee: based on district enrollment, call for details
c. Policy Updates
As an ongoing service, CASB provides the board with updates to the CASB Policy Governance® templates. The superintendent is also kept apprised of changes affecting administration policy through CASB’s policy newsletter Policy Parameters. As always, policy advice and legal information are only a phone call, or email, away for CASB members.
Fee: free to CASB members
For additional information, or to request a proposal for service, contact Jeri Hodgson Fleuter, associate executive director at 303-832-1000 ext. 3805.