All Guides and Templates | SUNY Charter Schools Institute

Find All Guides and Templates for School Leaders and School Board Members

The All Guides and Templates page is the central directory for SUNY Charter Schools Institute school leader, applicant, compliance, fiscal, accountability, renewal, and board guides, templates, and model documents. Use these resources to prepare required submissions, understand SUNY processes, and locate guidance by topic or stage of school development.

Resources by Audience

Audience	Process	Resource	What it helps with
Applicant, founding board, school leadership team, school board members	Starting or applying for a new school	New Charter Applicant Guides and Templates	Understanding the Institute's RFP process for new charter applications.
School leadership team, school board	Preparing to open a new school	PreOpening Resources, Templates, and Deadlines	Completing required preopening activities.
School leadership team, legal / compliance staff	Managing annual compliance	Legal and Compliance Guides and Templates	Understanding major legal and operational requirements.
School leadership team, operations / enrollment staff	Updating admissions or enrollment practices	Application, Admissions, Student Recruitment Guidance and Templates	Running compliant application, lottery, admissions, and student recruitment processes.
School leadership team	Preparing accountability plan submissions	Accountability Plans, Submission Guidance, APPR Templates	Understanding performance agreements, progress reports, and accountability submissions.
School leadership team	Planning for renewal or school evaluation	Renewal and School Evaluation Guides and Templates	Preparing for renewal, evaluation visits, and related submissions.
School leadership team, school finance staff, board finance committees	Finding fiscal guidance	Fiscal Guides and Templates	Budgeting, financial reporting, audits, and fiscal oversight.
School Board Member	Supporting Board Governance	Board Members Guides, Templates, Tools, and Model Documents	Understanding your roles as a board member and accessing resources and tools.

Understanding Resource Types

Resource Type	What It Means
Guide or Guidance	Explanatory material that helps users understand an Institute process, expectation, or legal requirement.
Template	A structured document that supports preparation of a submission, report, plan, or other school document.
Model Document	An adaptable example that demonstrates one possible approach and may require school-specific or legal review.
Sample	An illustrative example provided for reference rather than a universal or required format.
Report	A public document describing school performance, finances, evaluation findings, or an authorizer decision.
Calendar	A dated list of deadlines, recurring submissions, or planning milestones.