For heads of school

Bring educational commitments, family access, net tuition, and policy authority into one process before announcements. Preserve confidentiality and require reasons for authorized exceptions. Prepare staff to communicate the approved process without promising outcomes outside their responsibility.

This month’s action: Confirm the decision pathway and family communication plan before approval.

Begin with the educational promise

A tuition decision expresses what the school needs to deliver its program and what families are being asked to commit. Financial aid affects both access and expected revenue. Reviewing the two separately can hide their combined effect. Bring the school’s educational commitments, operating plan, family context, and enrollment assumptions into the same leadership discussion.

Identify what the tuition amount is expected to support and how the school will explain that value. Consider returning and prospective families without assuming every household faces the same circumstances. Use current school evidence rather than borrowing another institution’s price or discount percentage as a ready-made answer.

Define policy before individual pressure

Write the purpose of each aid category and the rules for documentation, recommendation, approval, exceptions, renewal, and appeals. Those responsibilities should be clear before a difficult family situation arrives. Consistency protects trust, while a documented exception process allows authorized leaders to consider circumstances that a standard worksheet does not capture.

Compare planned enrollment, usable capacity, tuition, and total aid under conservative and expected scenarios. Show how commitments affect net tuition and the ability to serve students. Keep sensitive application information within authorized roles; a board planning discussion generally needs policy and aggregate evidence rather than household details.

Communicate decisions with care

Once the proper school authority approves the plan, explain tuition, fees, aid pathways, deadlines, and whom families may contact. Avoid implying that an inquiry guarantees an award. Families should understand the process before they are asked to provide confidential documentation.

Review actual commitments against the plan as enrollment develops. Record the reasons for authorized exceptions and any adjustment leadership makes. The goal is a policy the school can administer fairly and sustain, with consequential decisions remaining in accountable human hands.

Heads of school: monthly action worksheet

Use this template in your next leadership meeting. Add your school’s evidence, responsible person, and review date. The page can be printed or saved as a PDF using your browser.

Heads of school: monthly action worksheet
StepWork to recordResponsible person / next date
Your roleBring educational commitments, family access, net tuition, and policy authority into one process before announcements. Preserve confidentiality and require reasons for authorized exceptions. Prepare staff to communicate the approved process without promising outcomes outside their responsibility.Clarify responsibility
This month’s actionConfirm the decision pathway and family communication plan before approval.Choose a date
Evidence to reviewDoes our plan balance the educational promise with access and sustainable capacity?Record what is known and missing
Next conversationBring the evidence and any decision beyond your role to the appropriate person.Arrange follow-up

One question to put into practice

Does our plan balance the educational promise with access and sustainable capacity?

Continue in Solomon

An original Arete briefing adapted from the linked field notes. Guidance must be interpreted in the school’s context by its responsible leaders and qualified advisors.

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