
Hosted by Peter Baron · EN

This episode of the Independent School Moonshot Podcast is sponsored by Searchality. Designed exclusively for K-12 education, Searchality makes hiring easier for schools and job searches smoother for teachers, both in the US and internationallyWhy do well-intentioned school initiatives stall, even when everyone agrees that change is necessary?In this episode, executive coach and former school leader Meredith Herrera, Founder of Meredith Herrera Consulting and former Dean of Student Life and Inclusion at The Branson School, explores the human side of change management.Drawing on her background in human development, counseling, and senior leadership, Meredith explains why change feels like loss for adults, not just students, and why clarity matters more than constant communication.This conversation offers independent school leaders a practical framework for navigating anxiety, resistance, and uncertainty during transitions.From redefining leadership habits to setting healthier norms around time, communication, and decision-making, this episode reframes change not as a technical challenge but as a deeply human one that requires structure, patience, and intentional support.What You'll Learn from Meredith Herrera:Change always creates loss, even when it's positiveDiscomfort, uncertainty, and fear are natural human responses to change, even when people agree it's the right move.Clarity beats constant communicationLeaders often over-communicate updates while under-communicating what's actually changing, what's staying the same, and what's expected of people.New strategies require new habitsChange fails when schools expect people to think differently without changing the daily behaviors, routines, and systems that reinforce old habits.Anxious leaders tend to over-functionOverworking, avoiding hard conversations, and trying to be liked signal that a leader needs more structure and support.Surprise erodes trust faster than disagreementResistance grows when people feel blindsided. Thoughtful processes and predictable communication reduce fear, even when decisions are hard.

What happens when a new head of school steps into a moment of transition and chooses to make strategic planning a community-building exercise rather than a compliance task?In this episode, Katie Titus, Head of School at Moses Brown School in Providence, Rhode Island, shares how the school reimagined its strategic planning process through deep listening, internal leadership, and thoughtful use of AI. Rather than hiring an outside consultant, Moses Brown leaned into its Quaker values, elevating voice, trust, and shared ownership across the community.Katie walks through the school's decision to plan for a nine-year horizon leading to its 250th anniversary, while maintaining disciplined focus on near-term execution. She explains how AI was used not to write strategy, but to synthesize hundreds of perspectives, accelerate insight, and preserve the human core of the process.This conversation offers independent school leaders a practical case study in building a strategy that strengthens culture, models transparency, and turns vision into sustained action.What You'll Learn from Katie Titus:Strategic planning works best when it begins with listening: Moses Brown invested heavily in community conversations before defining priorities, creating trust and momentum from the start.AI is most powerful as a synthesis tool, not a decision-maker: The leadership team used AI to surface themes and patterns, while humans shaped meaning and direction.Internal planning can outperform consultants when culture is aligned: a strong leadership team and shared values enabled the school to fully own the process.Student facilitation deepens engagement and authenticity: Students did not just participate; they facilitated conversations and helped guide community dialogue.Long-term vision enables bold thinking: Planning toward a nine-year milestone created space for ambition while grounding action in clear three-year goals.

This episode was originally released in May 2025 and remains one of the most relevant conversations I’ve had about how boards think about advancement today. With the holidays here, I’m re-releasing a couple of earlier episodes that continue to spark strong conversations with heads and board members alike.In this episode, Mattingly Messina, Founder of Throughline and MoonshotOS Advisor, breaks down the potentially misaligned relationship between boards and fundraising in independent schools.Drawing from his experience as a trustee, former director of advancement, and consultant, he explains why the traditional board committee structure no longer serves schools and how it’s holding back strategic progress.Mattingly offers a fresh framework for embedding philanthropy across all board priorities, shares how heads of school can manage up with confidence, and challenges schools to stop apologizing for fundraising.If you’ve ever said, “My board doesn’t know how to fundraise,” this conversation is a must-listen.What You'll Learn from Mattingly Messina:Fundraising is a Board-Wide Responsibility: Advancement shouldn’t live in one siloed committee. Because funding affects everything, philanthropy must be embedded across all strategic focus areas.Shift from Function to Focus: Instead of organizing board committees around operational functions like finance or development, structure them around strategic priorities. This creates cross-functional collaboration and deeper trustee engagement.Stop Apologizing for Fundraising: Heads and leaders should confidently speak about fundraising. When it’s treated as essential and mission-driven, not uncomfortable or transactional, it changes how trustees show up.Manage Up with Courage and Strategy: Heads often try to fix advancement quietly behind the scenes. Real change happens when they name the dysfunction, invite the board into a new paradigm, and align with the board chair on a shared vision.Relationship Before Ask: Fundraising isn’t about the ask but the connection. When trustees speak authentically about why they believe in the school, that personal story is often more powerful than any solicitation.

This episode was originally released in May 2025 and remains one of the most relevant conversations I’ve had about how boards think about leadership today. With the holidays here, I’m re-releasing a couple of earlier episodes this week and next that continue to spark strong conversations with heads and board members alike.In this episode, John Farber, former head of school and current managing partner at RG175, shares hard-earned insights from conducting over 60 leadership searches.He dives deep into the evolving expectations for heads of school, especially the growing demand for business acumen and strategic thinking.From managing up to building strong board relationships and financial fluency, John explores what aspiring heads must understand to thrive. He also candidly reflects on why tenure has shortened and how boards can better support heads.This is essential listening for anyone exploring or supporting the headship path.What You'll Learn from John Farber:Business acumen is no longer optional. Heads must understand budgets, financial levers, and how to partner with their CFO and board.Managing up is a critical leadership skill. Strong board relationships enable heads to lead with confidence rather than fear.Most aspiring heads are underexposed to key responsibilities. Strategy, governance, and operational leadership are often learned on the job.Strategic clarity supports execution. When schools socialize their strategy and use it as a North Star, decisions are easier, and leadership alignment improves.Cultural fit is essential for success. Heads who align with the school’s culture have greater longevity and fulfillment.Discussion PromptsHow does your board currently assess business acumen during head or leadership searches?What support structures exist for new heads to develop their financial and operational fluency?How can your school better educate faculty and staff about the board’s expectations of the head?What would building a truly supportive board-head relationship at your school look like?How can you help aspiring leaders at your school get real exposure to board dynamics, finance, and governance?