Services
What Does Waiting Actually Cost You?
The cost is not always immediate. It shows up quietly.
In a vendor contract that renewed without anyone reviewing it. In a cybersecurity incident that took weeks to contain. In an enrollment spike that exposed infrastructure gaps no one knew existed.
It also shows up in places leadership is just beginning to notice. A staff member using an AI tool that processes student data under terms no one reviewed. A student-facing platform with embedded AI features that were never disclosed. A liability exposure that did not exist two years ago.
These are not hypothetical situations. They are what happens when technology complexity outpaces the structure around it.
Here is what working together looks like.
Service 1: Technology Operations Review
Best for: Executive Directors who want a clear picture of their school's current technology environment before making any decisions.
Most independent schools have technology that works most of the time. What they often lack is a clear, documented picture of what they actually have, what it costs, and where the gaps are.
This 30-day structured review gives you exactly that.
What is included:
Vendor and contract inventory
Help desk and support responsiveness assessment
Staff tools and device management review
Data backup and basic security posture check
AI tool usage inventory across staff and student-facing platforms
Prioritized findings report delivered to the Executive Director
At the end of 30 days, you have a clear picture of what your school's technology environment looks like today and a prioritized list of what to address first. No jargon. No vendor spin. Just a direct report from an independent advisor.
This engagement is a good fit if:
Your school is managing technology reactively and you want clarity before making any changes
You are not sure whether your current IT vendor is delivering what your school actually needs
You want an independent review before a budget cycle, contract renewal, or board conversation
You have a sense that gaps exist but do not have a clear picture of where they are
Service 2: Stabilization Advisory
Best for: Executive Directors who have completed a Technology Operations Review and are ready to address what we found.
A findings report is only useful if someone acts on it. After your review, I advise your leadership on how to address the priorities we identified, in the right order, without disrupting your current operations.
What is included:
Twice-monthly advisory calls with the Executive Director
Vendor oversight and accountability guidance
Prioritization support as issues arise
Progress tracking against your findings report
Guidance on AI tool usage and emerging policy needs
Your IT vendor handles execution. I provide direction and oversight.
Three to four month engagement.
This engagement is a good fit if:
Your school has completed a Technology Operations Review and is ready to act on the findings
You have an IT vendor but no one is actively managing their accountability
You want structured advisory support without committing to a longer engagement before seeing results
You need someone at the executive level to keep priorities moving without adding a full-time hire
Service 3: Strategic Technology Advisory
Best for: Schools ready to build the governance structure their board needs for the long term.
A stable technology environment is the foundation. The Strategic Technology Advisory builds on it.
This is where the fractional CTO role operates fully. Vendor governance. Board reporting. Multi-year planning. Cybersecurity posture. AI governance. The work that turns technology from a reactive cost center into a managed, board-visible asset.
Most independent schools do not need a full-time CTO. They need a trusted advisor who shows up consistently at the board level to keep priorities on track, vendors accountable, AI governance current, and leadership prepared.
What is included:
Ongoing executive advisory at the board and leadership level
Vendor governance and contract oversight
AI adoption monitoring and governance guidance as the environment evolves
Multi-year technology roadmap aligned to enrollment growth
Quarterly board-ready technology reporting
Technology budgeting and forecasting support
Unlimited email correspondence for leadership questions between calls
Six-month minimum commitment.
This advisory relationship is a good fit if:
Your school has an IT team or outsourced vendor but needs executive-level oversight they were not designed to provide
You have a roadmap and need consistent accountability to execute it
AI is entering your environment and you need structured governance to stay ahead of it
You want steady, proactive guidance rather than reactive problem solving
You want an independent voice at the leadership level, not one tied to your vendor contracts
Service 4: Half-Day Strategy Session
Best for: Executive Directors who need immediate clarity before a board meeting, budget cycle, or contract decision.
Sometimes a school needs answers quickly. Before a board meeting. Before a budget cycle. Before a contract renewal arrives and no one has reviewed whether the relationship is still working. Before a board member asks about AI and you need a credible, documented response.
This focused working session gives your leadership team an honest picture of your current technology environment and a clear direction on what must change.
What is included:
4-hour working session with Executive Director and key stakeholders
7-day preparatory review of documentation, vendor contracts, and known technology and AI tool usage prior to the session
Immediate technology punch list covering what needs attention now versus what can wait
Identification of your most significant blind spots including cybersecurity exposure and AI governance gaps
Clear 90-day action plan your team can execute with or without continued advisory support
Roadmap priorities for the next 12 to 24 months
Many schools use this session to evaluate whether a longer engagement is the right move. Others leave with exactly what they came for: a clear picture and a plan.
This advisory relationship is a good fit if:
Your leadership needs immediate clarity before a board meeting, budget cycle, or contract renewal decision
A board member has raised a technology or AI concern and you need a credible, documented response
You want an honest assessment of your current technology environment before committing to a longer engagement
You are not sure whether a fractional CTO is the right fit and want to find out before making that decision
Not Sure Which Fits?
Most executive directors start with a 15-minute conversation. That is enough time to figure out whether there is a real fit -- and if there is not, I will tell you that directly.
Your School Deserves Clear Answers. Start Here.
Take the free Independent School Technology Readiness Assessment. Ten questions. Two scores. One clear picture of where your school stands on operations and governance.
Or schedule a free 15-minute call. You tell me what your school is dealing with. I will tell you what it means and what to do next.
