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Assessment Services

School Assessment Solutions

Designed to partner with key departments, programs, and initiatives within independent schools to strengthen their overall performance.

SERVICES

We invite you to connect with any of our Assessment Service Leaders to explore the tailored packages we offer.

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

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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.

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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.

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Great enrollment management is both strategic and operational and requires alignment across the entire school community. Our Enrollment Opportunity Assessments are designed to help schools optimize their admissions efforts, maximize team talents, and align institutional resources to achieve peak performance.

Through on-site engagement with your admissions team and school leadership, Carney, Sandoe & Associates conducts a comprehensive review of your enrollment strategy, systems, and structure. We focus on building from strengths while identifying key areas for growth, with the goal of helping your enrollment team and your leadership team work smarter, more collaboratively, and more strategically thus elevating the full enrollment management experience for the school.

Our assessment process is deeply collaborative and personalized to each school.  Our goal is to ensure your efforts to identify, attract, and retain mission-aligned families are fully integrated and future-focused.

Whether you’re navigating enrollment challenges or aiming to elevate an already strong program, we partner with you to build a more strategic, data-informed, and community-supported approach to enrollment success.

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.

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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.

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Our College Counseling Department Assessment helps schools strengthen one of the most critical areas of their academic and student support programs. Led by former Directors of College Counseling with deep experience in higher education and independent schools, our team provides a comprehensive evaluation of your department’s structure, practices, and outcomes. Through interviews, data analysis, and benchmarking against best practices, we identify opportunities to improve efficiency, enhance communication with families, and align the college counseling program with your school’s mission and strategic goals. The result is a clear, actionable roadmap that empowers schools to elevate the college counseling experience for every student.

Our Team

Meet Our Assessment Experts

At the heart of our Assessment Service Practice are seasoned experts who bring deep experience, strategic insight, and a collaborative spirit to every engagement. These leaders understand the unique challenges and opportunities within independent schools and are committed to partnering with key departments, programs, and initiatives to drive meaningful improvement. Their work goes beyond evaluation—they provide schools with actionable insights and customized strategies that strengthen institutional performance and support long-term success. We invite you to connect with our Assessment & Audit Service Leaders to learn how their expertise can help your school thrive.

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John Allman

Senior Consultant, Coach

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Tim Green

Practice Leader, Athletic Practice; Consultant

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Scott Nelson

Senior Consultant, Coach

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Elyse Waterhouse

Consultant, Coach

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Carter Abbott

Consultant

Meet the TeamMeet the Team

our insights

Insights from Our In-House Experts

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The Importance of the Head of School Compensation Benchmarking Process

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Strengthening the Practice of Enrollment Management: The Importance of Having the Director of Admission/Enrollment Be Part of the Big Table Discussions

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Interrupting Implicit Bias in the Virtual Hiring Process

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Contact Us to Get Started

Our experienced team is here to support your leadership and organizational goals. Contact us to learn more about our coaching and consulting services and how we can help your school thrive.

Contact Us- school inquiring about a high-level search and/or consulting