Resources
How School Leaders Can Use OKRs to Stay Focused All Year Long
Every school leader I talk to wants the same thing: to finish the year knowing their team actually moved the needle on what mattered most. The challenge is not motivation. It is not effort. It is staying connected to your priorities when the day-to-day chaos of school leadership pulls your attention in a hundred different directions at once.
That is exactly what James Mosley, Superintendent of Yellowstone Schools in Houston's Third Ward, addressed when he joined me on Episode 50 of the CheckBox Pro Series. James leads a pre-K through 12th grade school with a mission built around both excellence and care, and the systems he has built to stay focused are ones that any school leader can put to work right away.
One of the most practical tools he talked about? OKRs.
Stakeholder Communication Matrix
School leaders communicate the same message to many audiences. This free Stakeholder Communication Matrix helps you translate, assign, and track every message with clarity.
Leader Weekly Planning Tool
Leadership comes with a constant mental load. There is always something to track, follow up on, or carry forward—and when it all lives in your head, it becomes exhausting.
The Leader Weekly Planning Tool was built to change that. It gives you one place to organize your week, stay connected to your purpose, and capture what matters as it happens.
Instead of reacting to everything that comes your way, you can step into each week with clarity, focus, and intention.
Summer Camp Planning Spreadsheet
If you are a school leader who is also a parent, you already know that the mental load does not stop when the school year ends. In fact, summer can bring its own kind of chaos, especially when it comes to planning camp and childcare for your own kids.
Between registration deadlines, camp schedules, costs, and logistics, it is easy for summer planning to become one more thing that quietly drains your energy during an already demanding season.
That is exactly why Missy Couch, Founder of CheckBox Pro, created a Summer Camp Planning Spreadsheet. She shared this resource during her latest "What's Saving My Life: Winter 2026" podcast episode, where she talks about the small but surprisingly impactful systems that help her stay sane during the busiest seasons of the year.
You can listen to the full episode here: https://open.spotify.com/episode/1Ds1gEirm9iogrxpfvagLp
The School Communication Cheat Sheet
The School Communication Cheat Sheet
If your team is constantly asking,
“Where was that shared?”
“Did I miss something?”
“Was that in email or chat?”
It is usually not a communication problem. It is a clarity problem.
Most schools are not lacking tools. They are lacking a simple, shared system that defines where communication lives and how it is used.
When there is no system, messages get repeated, missed, or buried. When there is a system, communication becomes predictable and easy to follow.
This cheat sheet gives your team a clear structure so everyone knows where to go and what to expect.
School Event Planning Templates
Planning a school event can feel overwhelming—so many moving parts, deadlines, and people to coordinate. Whether it’s a fundraising gala, student showcase, or family night, having a structured planning process is essential to keeping things organized and stress-free.
Charter School Spring Priority Planning Template
Spring semester can feel like a whirlwind for charter school leaders and operations teams. Between testing, re-enrollment, staffing decisions, and professional development, it’s easy for tasks to pile up. That’s why we created the Spring Priority Planning Template, designed to help you confidently organize and tackle your to-do list.
School Staff Evaluations Tracker
One of the main reasons teachers leave the profession is the lack of structured support. That’s why it’s essential to ensure your staff feels supported, guided, and challenged to grow, as it plays a critical role in your organization’s long-term success. A proven way to achieve this is through regular, well-structured staff evaluations. But how do you create a process that’s efficient, comprehensive, and beneficial for both you and your team?
Enter the Staff Evaluation Template, a tool designed to streamline the evaluation process while promoting constructive feedback and development for each member of your staff. Let’s walk through this simple, yet powerful template to see how it can transform the way you approach staff assessments.
Week 1 School Operations Readiness Audit
As charter school leaders prepare for the 2024-25 school year, ensuring that all operational systems are ready and effective is crucial for creating a smooth, efficient, and calm school environment. Not all systems will function perfectly as planned (because of the number of humans involved). However, Week 1 offers a critical opportunity to identify issues and make improvements before they negatively impact learning. We created the Week 1 School Operations Readiness Audit to support this work. Download the template and refer to the information below for additional context if needed.