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2014 – 2015 Board of Trustees Retreat 
September 21, 2014 
Malibu, CA 
Internal Use Only
Hire, Support 
& Retain 
Great Faculty 
Internal Use Only 
Build 
Supporting 
Human, 
Electronic & 
Physical 
Infrastructure 
Develop, and 
Support 
Leading, 
Innovative 
Academic 
Programs 
Attract Great 
Students & 
Families 
One Piece 
at Time
Goals of the 2014 – 2015 Strategic plan (Draft) 
1. Strengthen the quality of the faculty 
2. Strengthen the excellence of our education 
3. Strengthen the culture, community and family experience 
4. Strengthen or core fundraising programs 
5. Strengthen our preschool relationships, admissions program and pipeline 
6. Strengthen the financial operations of the business 
Internal Use Only
Internal Use Only 
On the Right Path 
Create objective measures of institutional performance to ensure that 
we are heading in the right direction (%,#,$,Quality) 
1. Faculty 
2. Education 
3. Community 
4. Fundraising 
5. Admissions 
6. Finances
SAE Donation Pyramid to Achieve $250,000 Annual Operating Reserve Target 
Internal Use Only 
$25,000 (1) 
$10,000 (5) 
$5,000 (20) 
$2,500 (30) 
Total Donations: 56
Growth & Enhancement Facts: 2014-2015 
• 73 Attendees 
• 43 in 2013-2014, and 55 in 2012-2013 
• 31 Families Donated 
• 4 Families with Alumni donated 
Internal Use Only 
AMOUNT GIVERS 
25,000 1 
15,000 1 
10,000 2 
5,000 9 
3,500 3 
2,500 4 
2,000 1 
1,000 7 
500 1 
25 1 
CLASS GIVERS 
K 10 
1 5 
2 2 
3 7 
4 6 
5 5 
6 3
Art of Mentoring: Creating Resilient Mentors, Village & Community 
Deep in all of our roots, there are stories of our ancestors living in 
healthy, regenerative communities—villages where people of all ages 
were in deep relationship with the land, each other, and 
themselves. The Art of Mentoring is a week-long, experiential, nature 
based program designed to help us remember these old ways and learn 
to apply them to our modern communities. 
Internal Use Only

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Board Chair Retreat Presentation

  • 1. 2014 – 2015 Board of Trustees Retreat September 21, 2014 Malibu, CA Internal Use Only
  • 2. Hire, Support & Retain Great Faculty Internal Use Only Build Supporting Human, Electronic & Physical Infrastructure Develop, and Support Leading, Innovative Academic Programs Attract Great Students & Families One Piece at Time
  • 3. Goals of the 2014 – 2015 Strategic plan (Draft) 1. Strengthen the quality of the faculty 2. Strengthen the excellence of our education 3. Strengthen the culture, community and family experience 4. Strengthen or core fundraising programs 5. Strengthen our preschool relationships, admissions program and pipeline 6. Strengthen the financial operations of the business Internal Use Only
  • 4. Internal Use Only On the Right Path Create objective measures of institutional performance to ensure that we are heading in the right direction (%,#,$,Quality) 1. Faculty 2. Education 3. Community 4. Fundraising 5. Admissions 6. Finances
  • 5. SAE Donation Pyramid to Achieve $250,000 Annual Operating Reserve Target Internal Use Only $25,000 (1) $10,000 (5) $5,000 (20) $2,500 (30) Total Donations: 56
  • 6. Growth & Enhancement Facts: 2014-2015 • 73 Attendees • 43 in 2013-2014, and 55 in 2012-2013 • 31 Families Donated • 4 Families with Alumni donated Internal Use Only AMOUNT GIVERS 25,000 1 15,000 1 10,000 2 5,000 9 3,500 3 2,500 4 2,000 1 1,000 7 500 1 25 1 CLASS GIVERS K 10 1 5 2 2 3 7 4 6 5 5 6 3
  • 7. Art of Mentoring: Creating Resilient Mentors, Village & Community Deep in all of our roots, there are stories of our ancestors living in healthy, regenerative communities—villages where people of all ages were in deep relationship with the land, each other, and themselves. The Art of Mentoring is a week-long, experiential, nature based program designed to help us remember these old ways and learn to apply them to our modern communities. Internal Use Only