Field Guide for New
& Aspiring Heads

Resources & Opportunities to Help Navigate the Transition to Headship

Join this online cohort for access to information you need now. We’ve curated a reference guide full of videos, articles, samples, and checklists to help you navigate the transition to headship. 

  • Access topics and information at your pace, on your own time
  • Multiple opportunities to come together both virtually and in person
  • Shore up knowledge gaps
  • Get advice from experienced heads
  • Expand your network
  • Governance & working with the board
  • Enrollment management
  • Finance & fundraising
  • Legal issues & risk management
  • Crisis planning
  • Equity & inclusion
  • Wellness
The self-paced reference guide is available from May 1, 2022 through April 30, 2023.
Virtual gatherings via Zoom will be held at 4pm Eastern on:
  • Aug 9 Legal & Risk Management
  • Sept 29 – Finance
  • Nov 17 Working With the Board
  • Jan 19 – Q & A With Experienced Heads
  • ALSO: Oct 23-24 – Invitation to a special in-person dinner and reserved lunch table at the SAIS Annual Conference in Nashville. A great time to meet everyone and connect face-to-face!
$295 SAIS members
$379 non-members
Participants will receive a 10% discount code for all SAIS events May 1, 2022, through April 30, 2023. The discount code will be included in the registration confirmation.
- The reference guide access link will be provided in the confirmation emails. Access to the course begins May 1.
- The Zoom link for the virtual gatherings will be included in the reminder emails sent 24 hours and 2 hours prior to the start time.

What's Included

The online reference guide includes:
  • 20+ articles
  • 10+ checklists, samples, and infographics
  • 7 financial reporting templates
  • 40 videos ranging from 6-minutes to 40 minutes
  • Video chapters/topics include:
    • Getting to Know Your School
    • Legal Concerns and Risk Management
    • Finance, Budget, and the Business Office
    • Development and Fundraising
    • Admissions, Enrollment Forecasting, Financial Aid, and Tuition
    • Diversity, Equity, and Inclusion
    • Marketing and BrandingGovernance and Board Relations
    • Crisis Planning and Communication
    • Health and Wellness for Students
    • Health and Wellness for Leaders
    • Working With Parents
    • Head's Evaluation
    • Advice From Experienced Heads
    • SAIS Membership and Accreditation Process


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The Fine Print

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