Carney Sandoe offers Athletics Assessments to help schools take a strategic, comprehensive look at the current state of their athletics programs. Led by Dr. Tim Green, an experienced and certified expert, our assessments examine department operations, policies, facilities, and leadership structures to identify strengths, surface areas for growth, and provide clear, actionable recommendations. Our athletics assessment stands apart for its unparalleled scope and depth. Backed by a one-of-a-kind benchmarking resource, we offer insights no one else in the field can match. We’ve built an extensive and uniquely comprehensive archive of data that empowers us to deliver analysis and recommendations with unmatched precision and relevance.

Each assessment includes an in-depth review of departmental materials, an on-campus visit, and conversations with key stakeholders—including the Head of School, Athletic Director, coaches, student-athletes, and parents. Findings are delivered in a detailed written report that benchmarks your program against peer institutions and outlines short- and long-term guidance for staffing, budgeting, facilities, and strategic planning. We offer continued support following the delivery of our report to ensure your school fully understands the findings and can implement the recommendations effectively. Our follow-up process provides ongoing guidance and accountability as your program develops and evolves.

With our insight and expertise, your school will be well-positioned to strengthen its athletics program and support student-athletes in meaningful, lasting ways.values

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 finance operations and strategic alignment assessment services identify opportunities to enhance operational effectiveness through detailed evaluations of the department’s personnel structure, job descriptions, internal control measures, financial management policies and procedures, strategic collaborations, challenges, and opportunities. We offer strategic recommendations to strengthen financial, operational, and risk management practices and to assist with clear, concise, timely, and accurate reporting as well as financial sustainability planning.

Robust financial reporting and subsequent strategic financial planning are essential for sound school governance and future sustainability. Our strategic and financial reporting assessments and recommendations assist in the identification of key concepts, performance indicators, and strategic questions and considerations for the various stakeholders. Guidance is provided in the understanding of clear, concise financial reporting and long-range financial planning that support important decision making. These assessments are designed to help school leadership and trustees fulfill their financial stewardship and fiduciary responsibilities with an enhanced understanding of the best practices in finance and operations management, the school’s budgeting process, and its financial model and related drivers.

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.

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.

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.

In today’s world, schools must be fully prepared to handle the inevitable crises that affect their communities. Effective crisis management requires proactive anticipation and preparation well before challenges arise, as every moment counts in critical situations. CS&A provides a comprehensive evaluation of a school’s crisis readiness, and the steps needed to achieve best practices in this area. We also support school leaders, particularly heads of school and board chairs, in navigating complex and volatile circumstances. The process begins with an internal survey of key leadership to assess current readiness and identify areas for improvement or professional development. Existing crisis plans, if available, are reviewed and incorporated into the assessment. Our team will provide a detailed set of commendations, actionable recommendations, and a strategic plan to strengthen existing preparedness and address any gaps, ensuring the school is well-equipped to handle future challenges.