





Resources & Perspectives
Now that you have recorded your Initial Thoughts to the Challenge Scenario questions, please explore the resources for each question.There are four types of resources provided:

Video files,

Audio files,

Documents, and

Links to other sites.
After you have referred to all of these resources, click the 'next' button below to navigate to Revised Thoughts in order to consider again the questions posed in the Challenge Scenario.
Question 1 - What are the key issues? What questions should the head be asking of her staff if she has missed any? Have these administrators, including the head, covered every angle of this challenging situation? If not, what is missing?

Juliet Douglas
Question 1 video file: https://s3.amazonaws.com/aisao-caep-level2/Juliet+Q1+DD.mp4
Kim Cooper Question 1 audio file: https://s3.amazonaws.com/aisao-caep-level2/KCooperQ1.mp3
Pamela Dreisin Question 1 audio file: https://s3.amazonaws.com/aisao-caep-level2/PDreisinQ1.mp3
Pamela Safford Question 1 audio file: https://s3.amazonaws.com/aisao-caep-level2/PSaffordQ1.mp3
Claude Anderson Question 1 audio file: https://s3.amazonaws.com/aisao-caep-level2/CAndersonQ1+(2).mp3
Drew Miller Question 1 audio file: https://s3.amazonaws.com/aisao-caep-level2/DMillerQ1.mp3

Understanding Private School Financial Aid: What it is & How to Apply: https://deqefw538d79t.cloudfront.net/api/file/phIaFJDGTwytl5aGt5oz?cache=true&format=jpeg&quality=100
Question 2 - Would you consider different approaches to granting financial aid to the Jenkins boy if he doesn’t qualify for aid? If so, why and how would you go about it?

Juliet Douglas
Question 2 video file: https://s3.amazonaws.com/aisao-caep-level2/Juliet+Q2+DD.mp4
Kim Cooper Question 2 audio file: https://s3.amazonaws.com/aisao-caep-level2/KCooperQ2+(2).mp3
Pamela Dreisin Question 2 audio file: https://s3.amazonaws.com/aisao-caep-level2/PDreisinQ2.mp3
Pamela Safford Question 2 audio file: https://s3.amazonaws.com/aisao-caep-level2/PSaffordQ2.mp3
Claude Anderson Question 2 audio file: https://s3.amazonaws.com/aisao-caep-level2/CAndersonQ2.mp3
Drew Miller Question 2 audio file: https://s3.amazonaws.com/aisao-caep-level2/DMillerQ2.mp3
Scott Schamberger Question 2 audio file: https://s3.amazonaws.com/aisao-caep-level2/Scott+Schamberger+Q1-2.mp3

An Innovative Tuition and Financial Aid Strategy for Private Schools: http://www.enrollmentcatalyst.com/2014/01/22/an-innovative-tuition-and-financial-aid-strategy-for-private-schools/
The Indexed Tuition Process at Marin Country Day School: http://www.mcds.org/page.cfm?p=321
At Private Schools, Another Way to Say ‘Financial Aid’: https://www.nytimes.com/2014/02/22/your-money/at-private-schools-another-way-to-say-financial-aid.html?_r=0
Cornell to match financial aid offers of peer universities: http://www.news.cornell.edu/stories/2010/12/cornell-matches-financial-aid-offered-peer-schools
Question 3 - If your pathway included going over budget, how would you explain it to the CFO (or Board of Trustees) if it cost more than you have in the budget?

Juliet Douglas Question 3 video file: https://s3.amazonaws.com/aisao-caep-level2/Juliet+Q3+DD.mp4
Kim Cooper Question 3 audio file: https://s3.amazonaws.com/aisao-caep-level2/KCooperQ3+(2).mp3
Pamela Dreisin Question 3 audio file: https://s3.amazonaws.com/aisao-caep-level2/PDreisinQ3.mp3
Pamela Safford Question 3 audio file: https://s3.amazonaws.com/aisao-caep-level2/PSaffordQ3.mp3
Claude Anderson Question 3 audio file: https://s3.amazonaws.com/aisao-caep-level2/CAndersonQ3.mp3
Drew Miller Question 3 audio file: https://s3.amazonaws.com/aisao-caep-level2/DMillerQ3.mp3
Scott Schamberger Question 3 audio file: https://s3.amazonaws.com/aisao-caep-level2/Scott+Schamberger+Q4.mp3

2010 NBOA Report on Independent School Financial Sustainability: https://deqefw538d79t.cloudfront.net/api/file/kSevkY9TkmJV2ecc4ceu?cache=true&format=jpeg&quality=100

Financial Aid Policies and The Board: http://www.nais.org/Articles/Pages/Financial-Aid-Policies-and-The-Board.aspx
Board Policy on Financial Aid - ISM: https://isminc.com/e-letters/trustees/vol-11/no-1/board-policy-on-financial-aid
Question 4 - In the end, what would you want to do on both the new admission and returning student cases and why?
Juliet Douglas Question 4 video file: https://s3.amazonaws.com/aisao-caep-level2/Juliet+Q4+DD.mp4
Kim Cooper Question 4 audio file: https://s3.amazonaws.com/aisao-caep-level2/KCooperQ4+(2).mp3
Pamela Dreisin Question 4 audio file: https://s3.amazonaws.com/aisao-caep-level2/PDreisinQ4.mp3
Pamela Safford Question 4 audio file: https://s3.amazonaws.com/aisao-caep-level2/PSaffordQ4.mp3
Claude Anderson Question 4 audio file: https://s3.amazonaws.com/aisao-caep-level2/CAndersonQ4.mp3
Drew Miller Question 4 audio file: https://s3.amazonaws.com/aisao-caep-level2/DMillerQ4.mp3
Scott Schamberger Question 4 audio file: https://s3.amazonaws.com/aisao-caep-level2/Scott+Schamberger+Q5.mp3

Making $300K and getting financial aid for a first grader:http://money.cnn.com/2012/05/09/pf/private-school-financial-aid/
Question 5 - Finally, while you have your own path in mind, what advice would you give the head, understanding all the pressures and dynamics at play here?
Juliet Douglas Question 5 video file: https://s3.amazonaws.com/aisao-caep-level2/Juliet+Q5+DD.mp4
Kim Cooper Question 5 audio file: https://s3.amazonaws.com/aisao-caep-level2/KCooperQ5.mp3
Pamela Dreisin Question 5 audio file: https://s3.amazonaws.com/aisao-caep-level2/PDreisinQ5.mp3
Pamela Safford Question 5 audio file: https://s3.amazonaws.com/aisao-caep-level2/PSaffordQ5.mp3
Claude Anderson Question 5 audio file: https://s3.amazonaws.com/aisao-caep-level2/CAndersonQ5+(2).mp3
Drew Miller Question 5 audio file: https://s3.amazonaws.com/aisao-caep-level2/DMillerQ5.mp3
Scott Schamberger Question 5 audio file: https://s3.amazonaws.com/aisao-caep-level2/Scott+Schamberger+Q6+.mp3

A Snapshot of Recent Trends in Merit Aid: https://deqefw538d79t.cloudfront.net/api/file/h7TGhCT2WMRS9kdkDtwi?cache=true&format=jpeg&quality=100

Should financial aid only go to college students in need? (YouTube video): https://www.youtube.com/watch?v=BjxF00kwIno