ADVIS Annual Professional Development Report 2019-2020

Connecting, inspiring and empowering independent school communities. 5 Key Takeaways:

1. Our ability to quickly PIVOT to Virtual PD 2. Our continued focus on Leadership Development to support and prepare current and future Independent School Leaders 3. Our steadfast commitment to DEI work 4. Our continued Growth and Relevance 5. We are Stronger and Better Together ADVIS Professional Development

● Before Pandemic (BP) and After Pandemic (AP) ○ Program Overview/Highlights ○ Individual Registrations ○ School Registrations • Member schools • Non-Members ○ Partnerships ○ Program Evaluations ○ Host Schools 52+ Total Programs

● 21 Total Programs – Before Pandemic ○ 18 Face to Face (F2F) Events ○ 3 Virtual Programs 1. Cybersecurity Webinar 1/28/20 2. COVID-19 with Saul Ewing 3/5/20 3. White Fragility 3/12 (originally planned to be F2F) ○ +two events at NAIS Annual Conference 1. NAIS Trustee Workshop 2/26/20 (replaced our Annual BC/Head Dinner & Dialogue program) 2. Reception 2/28/20 at Center for Architecture ○ + CSA Forum Diversity partnership ● 31 Online Programs Added – After Pandemic # ADVIS Programs Year over Year

2019-2020: 21 BP 31 AP 35

30 3 2 2 Online and/or 25 3 Blended 20 3 31 Face to Face 15 25 26 25

23 #Programs 10 18

5

0 15-16 16-17 17-18 18-19 19-20 BP 19-20 AP Year

130 130 134 132 130 130 # Schools Registrations (& Walk-ins)

This Year ● 2,926 Reg – F2F Last Year ● 802 Reg – Online ● 2,823 Reg – F2F ● 3,728 Reg – BP ● 155 Reg – Online ● 2,978 Reg – Total ● 3,632 Reg – AP 147% increase

● 7,360 Reg – Total ● 2,978 Reg – Total Registrations (&Walk Ins): ALL Programs Before Pandemic

5 MCRC@ADVIS DEI All Programs BP… Programs Introduced F2F & online MCRC@ADVIS 4 MCRC@ADVIS 4500 4 programs Programs 468 4000 475 291

3500 300 No Shows/ 379 3000 CX 2500 Registrations 2000 3534 3736 3728 & Walk-Ins 1500 3032 2938 1000 500 0 15-16 16-17 17-18 18-19 19-20 Registrations (&Walk Ins): ALL Programs 2019-2020

All Programs TY F2F & Online 5 MCRC@ADVIS DEI 8000 Programs Introduced 343 MCRC@ADVIS 4 MCRC@ADVIS 7000 4 programs Programs 6000 No Shows/ CX 5000 468 4000 475 7360 Registrations 300 379 & Walk-Ins 3000

2000 3534 3736 3032 2938 1000

0 15-16 16-17 17-18 18-19 19-20 ● 5th Year of MCRC@ADVIS Programming ● 14% of Program Mix (Before Pandemic) ● 34% of Registrations (Before Pandemic)

MCRC@ADVIS REG DEI ○ 1,937 in 2019-20 BP* DEI ○ 797 in 2018-19 1937 1522 1387 ○ 1,522 in 2017-18* 1056 797

2015-16 2016-17 2017-18* 2018-19 2019-20* *DEI conference years (BP) ● 96 of our schools (74%) attended at least one MCRC@ADVIS program (vs. 78 schools; 60% LY) ● 17 schools attended all 4 MCRC@ADVIS programs (vs. 8 LY) 5 Major Programs 3 Workshops at Other Programs 1. Cheryl Irving Cultural 1. Leading for DEI Excellence (11/13 Competency Institute Trustee Conference, Mindy Hong) (8/22) Rosetta Lee 2. Inspiring Leadership, Major and 2. DEI Conference (10/11) Transformational Gifts from a Diverse 3. White Fragility (3/12) Population (11/14 Development Retreat, Robin DiAngelo Karen Osborne) 4. DEI Meetup (4/28) 3. Making the Mental Health and 5. Institute for Teaching Wellbeing of Students of Color A World Religions - CSEE Priority (12/9 Mental Health, partnership (6/22-25) Dr. Stephanie Akoumany)

PLUS we actively promoted: CSA Forum Diversity (1/31-2/1) Equity in Action Grantees + Free PD William Penn Charter School POC Dinner (12/17) Crissy Cáceres 2019 Cheryl Irving CCI

● Rosetta Lee (keynote) at ● 25 Breakout Session Facilitators ● 557 Registered (vs. 452 LY)

● 47 Schools (vs. 61 LY) CCI REG 600 557

500 452

400 332 294 300

200 170

100

0 2015 2016 2017 2018 2019 MCRC@ADVIS DEI Conference

● 805 Registered (vs. 1,130) ● 748 Attended (vs. 1,009) ○ 73 ADVIS Schools (vs. 55) ● 2 Keynote Speakers ○ Tim Wise ○ Julie Lythcott-Haims ● 80 Workshop Presenters ○ 67 presenters in 2017 ● 52 Workshops ○ 40 workshops in 2017 DEI Conference Evaluations

● Response Rate – 24% (181 responses) ● Rated 4.5 out of 5 (5 = excellent) ● 97% met or exceeded expectations based on program description (vs. 86% in 2017) White Fragility Program

● Originally planned as an in-person program: ○ Robin DiAngelo Keynote ○ Affinity Group sessions led by a group of 40 facilitators who we trained with the help of Ali Michael and Toni Graves Williamson of the Race Institute ○ Race Institute presentation ○ Unconference sessions on running Affinity Groups in schools ● Pivoted (quickly!) to our first Zoom Conference - keeping as much of original programming as practical: ○ Invited all ADVIS schools to send teams at no additional charge ○ Opened to non-member schools at no additional charge ○ 609 registered from 81 schools Equity in Action Grant Recipients

1. Penn Pritchard, AIM Academy - After the Diversity Training: Supporting & Sustaining Instructional Fidelity in the Culturally Responsive Classroom 2. João Gomes, The Agnes Irwin School - Engaging Math Students With Civics and Social Justice 3. Dwight Dunston, Friends Central School, and Brian Caselli Jordan, The Philadelphia School - Upstream: Songs for Building Equitable, Just, and Loving Community in Preschool-3rd Grade Classrooms Equity in Action Grantees Presented

1. MCRC@ADVIS DEI Conference (Wilmington) 2. NAIS People of Color Conference (Seattle) 3. Carney Sandoe Forum Diversity (Philadelphia) 4. NAIS Annual Conference (Philadelphia)

5. City Love has done numerous performances, used grant funding to create a series of animated videos, and recently applied for the University of Milken-Penn Graduate School of Education’s "Education Business Plan Competition" with a new children's show idea. Equity in Action Video

Click to Play

André Robert Lee (Prep School Negro and I’m Not Racist, Am I?) created a short film about the 2019 MCRC@ADVIS Carney Sandoe Equity in Action grant program. Governance – Before Pandemic

● 2 Programs F2F Before Pandemic* ○ Trusteeship 101/201 ○ Annual Trustee Conference ● PLUS: ○ NAIS Annual Conference Trustee Workshop** (in lieu of BC/HOS Dinner & Dialogue TY)

● 13% of all F2F Registrations Before Pandemic (373)

* New BC Orientation – postponed till fall ** 33 Trustees attended NAIS program (was only open to Trustees, not Heads) Governance Program Statistics

65 ADVIS schools (50%) registered for one of the two fall Trustee programs (vs. 106 or 80% LY): ● 54 to Trusteeship 101/201 (vs. 60 LY) ● 38 to Trustee Conference (vs. 46 LY) ● 24 schools attended both (vs. 34 LY) Governance After Pandemic

● 5 Programs: 1. 4/3: Navigating the COVID-19 Independent School Financial Crisis (Ari Betof & Kelsey Vrooman) 2. 4/17: Governance, Financial Sustainability & COVID-19 (Ari Betof & Kelsey Vrooman) 3. 4/21: Schools on the Brink (in partnership with SAIS) 4. 5/20: COVID Communications - The Next New Normal (The Jane Group) 5. 5/27: The Head of School and Board Partnership during the COVID-19 Crisis: In Support of the Shifting Landscape (John Littleford) Cumulative Governance Programs (BP only)

• NAIS Trustee workshop # Individual Attendance in lieu of BC/HOS Dinner. 600 4 Keystone Governance Programs • New BC Orientation postponed

500 27 New BC 20 17 20 400 Orienatation 73 87 70 73 BC HOS 300 Dinner 165 151 164 200 140 200 Trustee Conference

100 175 180 177 Trusteeship 128 156 101/201 0 15-16 16-17 17-18 18-19 19-20 BP NAIS Annual Conference

February 26 – Trustee session

February 28 – Hosted Reception at Philadelphia Center for Architecture Senior Leadership (33 vs 14 LY)

BEFORE Pandemic (14) AFTER Pandemic (19) ● 3 MCRC@ADVIS Programs ● NAIS COVID Trends & FAQs ● Trusteeship 101/201 ● 2 Sessions with Rob Evans & Michael Thompson ● 2 Sessions: Governance, Financial Sustainability ● Annual Trustee Conference & COVID ● Coaching on Demand ● Schools on the Brink ● Finding & Keeping Your Brand ● Leading During COVID (Bamford) ● Ensuring Future Enrollment: Strategic Responses ● Fearless Fundraising (Symmonds) ● Development Retreat ● Financial Aid Strategy (Mitchell) ● Tech/Innovation Retreat ● Aiming for Resilience (Talbot) ● Mental Health/Wellness ● Preparing for Hybrid Learning (OneSchoolhouse) ● COVID Communications - The Next New Normal ● Heads Retreat (Jane Group) ● Shielding Our Students ● 2 School Re-Opening Sessions (SAIS) ● COVID-19 Webinar (Saul Ewing) ● HOS & Board Partnership - John Littleford ● 2 Small Schools Reopening & Recovery Sessions ● Health & Safety Considerations -CHOP PolicyLab ● CSEE Virtual Institute for World Religions Leadership Development (27 vs 15 LY)

BEFORE Pandemic (13) AFTER Pandemic (14) ● 3 MCRC@ADVIS Programs ● Development Director Meetup ● Coaching Your Team ● Division Head Meetup ● Governance, Financial Sustainability & COVID-19 ● Coaching on Demand (2nd webinar) ● Finding & Keeping Your Brand ● Schools on the Brink ● Fearless Fundraising ● Leading During COVID (Bamford) ● Ensuring Future Enrollment: Strategic Responses ● Administrative Support Professionals (Symmonds) ● Penn GSE Lunch 'n Learn ● Financial Aid Strategy (Mitchell) ● Tech/Innovation Retreat ● Aiming for Resilience (Talbot) ● Mental Health/Wellness ● Preparing for Hybrid Learning (OneSchoolhouse) ● COVID Communications - The Next New Normal ● Successful Classroom Mngmt. (Jane Group) ● Shielding Our Students ● 2 School Re-Opening Sessions (SAIS) ● Health & Safety Considerations -CHOP PolicyLab ● CSEE Virtual Institute for World Religions Advancement/Enrollment Management

BEFORE Pandemic (4 Programs) • 13 Programs 1. PA Tax Credit Programs - • 27% of the program mix Reporting & Accounting • 24.2% of all registrations 2. Finding & Keeping Your Brand (1,375) 3. Fearless Fundraising • Robust attendance 4. Development Retreat

AFTER Pandemic (4 Sessions) AFTER Pandemic (5 Meetups) 1. Development Session 1. Marketing & Communications 2. Ensuring Future Enrollment: Meetup – Brendan Schneider Strategic Responses (Symmonds) 2. Enrollment Meetup 3. Financial Aid Strategy (Mitchell) 3. Alumni Director Meetup 4. COVID Communications - The 4. Communication Directors Meetup Next New Normal (Jane Group) 5. Annual Giving Directors Meetup Advancement/Enrollment Management

REGISTRATIONS Before Pandemic (4) After Pandemic (9) PROGRAMS

882

913 788

681 650 571

2015-16 2016-17 2017-18 2018-19 2019-20

7 7 9 7 13 programs programs programs programs programs Enrollment Management Retreat

Registration After Pandemic: Shifted to virtual program # Schools 202 and COVID-related content: 207 Kathryn Beaumont Murphy (legal) & Ian Symmonds

145 140 126 98 73 69 62 63

15-16 16-17 17-18 18-19 19-20 40 Host Schools – Past 5 Years

Abington Friends School - 1 Hill Top Preparatory School - 1 Academy of Notre Dame - 1 Holy Ghost Preparatory School - 3 Academy of the New Church - 1 Independence School - 1 Agnes Irwin School - 4 La Salle College High School - 2 AIM Academy - 7 Malvern Preparatory School - 3 Archmere Academy - 3 Montgomery School - 1 Baldwin School - 4 Mount Saint Joseph Academy - 1 Benchmark School - 3 Norwood-Fontbonne Academy - 1 Church Farm School - 1 Phelps School - 1 Crefeld School - 1 - 9 Delaware County Christian School - 1 Springside Chestnut Hill Academy - 3 Episcopal Academy - 7 St. Peter's School - 1 Friends' Central School - 2 Stratford Friends School - 1 - 1 Tatnall School - 1 George School - 2 Tower Hill School - 2 - 4 Valley Forge Military Academy - 3 Germantown Friends School - 1 Westtown School - 1 Girard College - 1 William Penn Charter School - 2 - 1 Wilmington Friends School - 1 Hill School - 1 YSC Academy - 3 (2 at PPL Park) 40 Host Schools Past 5 Years Member Participation ALL Programs: BP & AP; F2F & Online Every School Registered for a program TY! Average #programs per school 20.4 (7.5 LY) ● 100% (130 schools) registered for at least 1 program (96%, 127 LY) ● 97% (126 schools) registered for 5+ programs (70%, 92 LY) ● 90% (117 schools) registered for 10+ programs (33%, 44 LY) ● 76% (99 schools) registered for 15+ programs (11%, 14 LY) ● 58% (76 schools) registered for 20+ programs ● 35% (45 schools) registered for 25+ programs All 130 Member ● 15% (19 schools) registered for 30+ programs Schools attended a program in '19-'20 Member School Participation (BP)

All 130 Schools Registered for a BP Program (F2F & Online) Average #programs per school 7.6 (7.5 LY) ● 100% (130 schools) registered for at least 1 program (96%, 127 LY) ● 77% (100 schools) registered for 5+ programs (70%, 92 LY) ● 30% (39 schools) registered for 10+ programs (33%, 44 LY) ● 2% (3 schools) registered for 15+ programs (11%, 14 LY) Member School Participation (AP)

129 Schools Registered for a Program, AP Average #programs per school 13.1 (7.5 LY) ● 99% (129 schools) registered for at least 1 program (96%, 127 LY) ● 93% (121 schools) registered for 5+ programs (70%, 92 LY) ● 74% (96 schools) registered for 10+ programs (33%, 44 LY) ● 43% (56 schools) registered for 15+ programs ● 8.5% (11 schools) registered for 20+ programs Member School Participation

● Top 8 schools (33+ programs): ○ Montgomery School (med) 37 ○ Germantown Academy (large) 35 ○ (med) 35 ○ Agnes Irwin School (large) 34 ○ AIM Academy (med) 33 ○ Delaware Valley Friends School (small) 33 ○ Wilmington Montessori School (small) 33 Member School Participation YoY (F2F) F2F programs were all BP

# Schools 2015-16 2016-17 2017-18 2018-19 2019-20 attending 130 schools 130 schools 134 schools 132 schools 130 schools 28 f2f events 27 f2f events 23 f2f events 24 f2f events 18 f2f events

at least 1 121 124 129 127 128 Event 93% 95% 96% 96% 98% 5 or more 81 88 100 92 92 events 62% 68% 75% 70% 71% Avg# 6.7 7.8 7.9 7.5 6.1 programs

Schools NOT 9 6 5 5 2 attending 7% 4.6% 3.7% 3.8% 1.5% Average #Programs by Size of School F2F Programs

Average 2015-16 2016-17 2017-18 2018-19 2019-20 programs 130 schools 130 schools 134 schools 132 schools 130 schools per year 28 F2F 27 F2F 23 F2F 24 F2F 18 F2F events events events events events

Small 5.8 7.1 7.0 6.7 5.6 < 250 (62 schools) (65 schools) (67 schools) Medium 5.8 7.0 7.8 7.1 5.9 250-500 (29 schools) (30 schools) (30 schools) Large 9.2 10.5 9.1 10.2 7.3 500-750 (20 schools) (21 schools) (20 schools) Very Large 8.8 9.7 11.3 10.1 6.6 >750 (13 schools) (14 schools) (13 schools) Program Evaluation Overview

2015- 2016- 2017- 2018- 2019- 2016 2017 2018 2019 2020 Rating Scale 4.4 4.4 4.2 4.4 4.4 (of 1-5)

Survey 31% 36% 42% 35% 34% Response Rate

Met 94% 92% 90% 92.1% 94% Expectations Partnerships & Collaborations (Speakers, Facilitators, Co-Hosts)

Associations (9): ● Penn State Brandywine ● Association of Technology Leaders in Independent ● University of Pennsylvania Schools ● University of Pennsylvania, Graduate School of ● Center for Spiritual and Ethical Education Education ● Educational Collaborative for International Schools ● Villanova University ● Friends Council on Education ● National Association of Independent Schools Non-Member Schools (9): ● National Business Officers Association ● Avenues: The World School ● Pennsylvania Association of Independent Schools ● Carolina Day School ● Philadelphia Area Independent Schools Business ● Charles Wright Academy Officers Association ● Dwight-Englewood School ● Southern Association of Independent Schools ● Foxcroft School ● Kent Place School ● Colleges/Universities (8): ● Radnor High School ● ● Salesianum School ● ● Sewickley Academy ● Drexel University Online ● Lesley University Graduate School of Education Other: ● Carney, Sandoe & Associates ADVIS Promotion of “Programs of Interest”

ADVIS shares carefully vetted PD programs and resources from other organizations… ● 65 programs ● 17 under the MCRC@ADVIS banner