The Annual Report Toolkit

Annual reports provide the foundation for renewal decisions based on the criteria in state law. This toolkit is aligned to that renewal criteria.

Annual reports do not replace an authorizer’s formal process for considering a charter school renewal application; however, they are an essential practice for effective oversight of charter schools. Reporting annually on the performance of charter schools is an essential practice for effective oversight of charter schools. A comprehensive annual report serves three critical functions:

  1. Allowing for alignment of the criteria for renewal and the renewal review process.
  2. Indicating the likelihood of the school’s ability to make a compelling case for renewal.
  3. Providing charter schools with regular feedback regarding their progress toward renewal and, in the process, affording them the opportunity to take early corrective action to increase the opportunities for their charter school to succeed.

The annual report toolkit contains an introduction and five sections focused on answering core questions:

1. Introduction

Annual Report Toolkit: Introduction

Annual Report Toolkit Introduction Video

Annual Report Introduction PowerPoint

1. Academic Performance Framework:

Is the charter school’s education program a success?

Academic Performance Framework

Academic Framework Video

Academic Framework PowerPoint

2. Operations and Governance Framework:

Is the charter school operating and governed effectively?

Annual Report Toolkit: Operations and Governance Framework

Operations and Governance Introduction Video

Annual Report: Operations & Governance PowerPoint

3. Financial Health and Sustainability Framework:

Is the charter school financially viable?

Annual Report Toolkit: Financial Health and Sustainability Framework

Annual Report: Financial Health Framework Introduction Video

Annual Report: Financial Health Framework PowerPoint

4. Site Visit Protocol

Annual Report Toolkit: Site Visit Protocol

5. Annual Performance Report:

Is the charter school advancing equity and access through serving public policy purposes?

Annual Report Toolkit: Annual Performance Report

Annual Performance Report Introduction Video

Annual Performance Report PowerPoint