Consider us your back office for everything charter. We aspire to support and sustain the resources to help your school thrive. Whether a sample board dashboard, facility plan, school leader evaluation or guiding you through an assessment, we hope to generate efficiencies so you can focus on student achievement. Instill a culture of continuous improvement with CharterSource at your side.

I just wanted to reach out and share my gratitude. There is SO much that goes into starting a school and starting it well and I am continuously impressed by all of your diligence and expertise. Karen and Beth, thank you so much for being amazing support and I am so excited to continue working with you!

Nadia Nibbs

Assistant Director, Link Public Schools


Planting Seeds for Success

Peer Learning Communities

Engage with your peer school leaders, board chairs and members.  Guided discussions will address matters of mutual concern and provide best practices. Learn More >

Board Training

CharterSource training sessions feature programing to guide facility planning, performance reviews to succession planning. Our charter school Board Management Software clients receive discounted fees for board focused sessions such as: Succession Planning: Why It Matters and Practices of High Performing Boards. Learn More >


To Help You Grow

Board Management Software

We have partnered with BoardEffect to provide a user-friendly, secured portal to store all your board documents. Save time and effort using this affordable platform discounted up to 60% for CharterSource clients. Learn More >

Ops Institute

Operational effectiveness, efficiency and compliance is critical to the organizational sustainability that ensures the school is effective for delivering on student outcomes.

This is why it is critical that charter schools provide comprehensive and rigorous professional development for its operations professionals.

Whether launching the process with a diagnostic of back-office systems or attending a monthly operations leadership program, CharterSource has the in-depth expertise and team of professionals to help your operations professionals build strong systems.

For more information >


To Ensure Strong Development


Our practice advises leaders and organizations on their most pressing strategic and operational issues. Our work ranges from facility planning to growth readiness to board development.

Our team includes former teachers, school operators, policymakers, government officials, and nonprofit leaders. Because of this direct operating experience, we understand best practices and systems to propel continuous improvement within organizations.

We have created a highly collaborative process that ensures relevant work and gives leaders real ownership of the results. Our experience in the world of education reform minimizes our learning curve and maximizes our understanding of the issues our clients must confront.

We provide fee-based services to help you navigate through the myriad of details and opportunities. Learn More >


Schedule a comprehensive review with debriefing and implementation suggestions. Option to engage with a dedicated coach throughout the school year to guide implementation in its entirety. Learn More >