Strategic Plan 2027

• Lawrence Alexander (Consultant)
• Ashley Armato (Faculty/Staff)
• Elizabeth Bacardi (Trustee, Parent, Alumni Parent)
• Michael Baiamonte (Trustee Alumni Parent)*
• Jeff Bass (Trustee, Alumni Parent)
• Kay Betts (Consultant)
• Jack Brumbaugh (Trustee)
• Mary Ellen Cassini (Administration, Faculty/Staff)*
• Jose Chao (Administration, Alumni Parent)
• Susi Cetta (Faculty/Staff, Alumni Parent)
• Ashley Chapman (Administration, Faculty/Staff)
• Lynley Ciorobea (Alumni, Parent)*
• Rev. Frank J. Corbishley (Trustee, Alumni Parent)
• Patricia Cornish (Trustee, Parent)
• Vivian More Cortinas (Trustee, Alumni Parent)
• Bishop Peter Eaton (Trustee)
• Emilio Fernandez (Trustee, Parent)
• Andrea Fresco (Faculty/Staff)
• Denise Gallardo (Administration, Alumni Parent)*
• Suzanne Gottlieb Calleja (Administration, Alumni Parent)*
• Juan Gomez (Administration, Alumni Parent)
• Jared Kaplan (Trustee, Parent)
• Lynne Keller (Trustee, Parent, Alumni Parent)
• Monifa Kelsey (Faculty, Parent)
• Katie Lamiell (Faculty/Staff, Alumni Parent)
• Dave Lanham (Administration, Parent)
• Patricia Lema (Faculty/Staff)
• Rachel Malueg (Trustee, Alumni Parent)
• Hugo Mantilla (Trustee, Parent, Alumni Parent)*
• Bobby Moore (Alumni, Faculty/Staff)*
• Camilo Montana (Trustee, Parent, Alumni Parent)
• William Morrison (Trustee Alumni Parent)
• Marcel Navarro (Trustee – Chairman, Parent, Alumni Parent)*
• Sonia O’Donnell (Trustee, Alumni Parent)
• Aldo Regalado (Faculty/Staff)
• Adriana Restrepo-Munoz (Faculty/Staff)
• Patrick Roberts (Administration, Parent)*
• Manjula Salomon (Administration)
• Beth Brockway Serrate ’85 (Trustee, Alumni Parent)
• Philip Serrate (Trustee, Alumni Parent)
• Jesus Socorro (Trustee, Parent, Alumni Parent)
• Harvey Sperling (Trustee)*
• Peter Tolmach (Administration, Parent)
• Adrianna Truby (Administration, Faculty/Staff)*

- As of December 2024

Focus on School philosophy and integration of Artificial Intelligence (AI) in the classroom. 

1. Reviewed policies with School’s Attorney - received very positive feedback on School’s progress in this area. 

Revised Policy for Handbook and Policy for Teachers to Share with Students.

2. Partnering with Purple Horizon, innovation consultants, scheduled to begin January and work through April, '25. 

• Positive feedback on School's progress to date.
• Focus will be on PD and communication to constituents.

- As of June 2024

1. PTS will return to requiring standardized testing for MS applicant admission for the 2025-2026 school year.  Requiring testing will help us attract mission-appropriate students, and ensure a solid academic "fit".
2. Administered 540 AP Exams in 20 courses. (Please note the school does not charge for this service - offering another benefit for our families).
3. Continue to expand our course offerings and support systems to learners by implementing the Academic Success Workshops in the Middle School, additional Foundations-Level courses in Grade 9, and a semester-long Academic Seminar to reinforce skills.

- As of November 2023

Dedicated time for writing and aligning Course Outlines for greater clarity and continuity of course goals, learning activities and assessments, and learning outcomes.

- As of February 2023

1. Created the Launch Program for freshmen to support their transition to Upper School and develop the qualities in our Portrait of a Graduate.
2. Facilitated Courageous Conversations on the 2022-2023 school year theme of RESET.

- As of June 2024

1. PTS hosted a Collaboration event with 5th & 6th grade teachers, curriculum directors, and other educators. on January 19th, revitalizing partnerships that began before COVID. 

2. Created an Academic Consortium with peer FCIS member schools; academic leaders meet monthly (virtually) to explore solutions to this shared challenge.

- As of February 2023

1. Made visits by Middle School Chairs and Academic Dean to our feeder schools. 

• PTS hosted a Collaboration event with 5th & 6th grade teachers, curriculum directors on January 19th; Revitalizing partnerships that began before COVID.

2. Include a focus on the work and role of CELT in each Professional Development meeting.

- As of December 2024

Focus attention to expand curricular pathways in Academic Support, Business, and STEM-related courses: 

• Scheduled to film three promotional videos (similar to the IB video) in late winter / early spring, around holidays to highlight a few alumni.
• Very intentional mentoring of our new business teacher.

- As of June 2024

1. Middle School faculty visited Lake Highland Prep to observe their Innovation Lab (4 members). Carrollwood School to observe their MYP (Middle Years IB Program) (2 members).  A redesign for 6th Grade Discovery will include an introduction to AI and Design Thinking. 
2. Increased Late Start in 2024 - 2025 to occur weekly, allowing for intentional collaboration time for faculty.
3.  Dedicated four Professional Days, monthly Collaboration Meetings, and an increased number of Late Starts for on-going departmental collaboration and professional growth.
4. Expanded the time for collaboration during the Opening Week and Professional Days.
5. Provided Essential Questions and models from innovative programs and leading educational organizations in all meetings to guide and support collaboration.
6. Accepted nine New Course Proposals for 2024-2025 as of January 2024. 
7. Continue to build upon programming  for Leadership and Entrepreneurial Academic “Pathways” in the Upper School.

- As of November 2023

1. Added courses in Leadership, Entrepreneurship, and Financial Literacy.
2. Established the Artificial Intelligence (AI) Committee to discuss AI in the classroom.

- As of February 2023
 

1. Dedicated four Professional Days, monthly Collaboration Meetings, and six Late Starts to this goal, in addition to monthly Department and Academic Council meetings. 

2. Expanded the time for Collaboration significantly during theOpening Week, Professional Days '22-'23

1. 1. Essential questions and models from innovative programs and leading educational organizations are provided in all meetings to guide and support collaboration.
   2. Accepted nine New Course Proposals for ‘23-’24 as of January 2023.
   3. Gathering momentum for exploration of a Leadership / Global / Entrepreneurial “Pathway” of coursework to serve PTS’ unique population.

- As of December 2024

1. Robust participation in the after-school Academic Support Program.
2. The academic Success Workshop in MS is underway and has been successful.
   • Academic Support in US 9th grade Foundations classes & Academic Seminar has been successful.

- As of June 2024
Expanded academic support services for students in Grades 6 - 9.

- As of November 2023

1. Modification to our course offerings: 
2. 1. Modification of science course requirements in the Upper School to better serve a portion of the student community from Chemistry and Physics to Chemistry or Physics.
   2. Expansion of science electives, including Biomedical Science, Health Sciences, and Engineering Design.

2. Continue to build newly established Contemporary Studies with an emerging Student Publications program of study, elevating current publications such as Yearbook (Raptor) and establishing new traditions with Falcon Flash and Perch.
3. Regularly collect and review data on placement tests, “in-house” grades, and standardized testing to recognize and respond to trends in students’ success, challenges, and approaches to test-taking skills.
4. Celebrate National Merit Semi Finalists and Silver Knight winners annually.

- As of February 2023

1. Made noteworthy changes to our course offerings and graduation requirements to suit the needs of our students

 Additions:

1. 1. Foundations level courses in English Grades 6-7; Math Grades 6-8
   2. Honors level courses in Grade 8: Math, English, and History; Science ‘23-’24;
   3. Foundations level courses in Grade 9: English, Math, and History
   4. Continue to build newly established Contemporary Studies; department with the addition of Upper School Leadership course, Marketing and Student Publications course;
   5. Modification of lab requirements in the Upper School to better serve the student community.

2. Will host Rediker Training at PTS.
3. Collecting and reviewing students' use of time on middle school semester assessments to help us address test-taking skills.

- As of December 2024

Continued Travel: 

• 6th grade to Marine Lab
• 7th grade to Lakes Ropes and Stars
• Model UN to India.

All travel includes curricular components.

- As of June 2024

1. Achieved success in both our Florida State Spanish and Chinese Language Competitions.
2. PTS will be recognized and honored as the host of the State Chinese Language Competition ‘25.
3. Achieved Success at State Competition for both Thespians and Orchestra. 
4. Hosted Model United Nations program at Palmer Trinity School - (220 students/ 4 schools) 
5. Numerous Travel Experiences over Winter and Spring Breaks:
   1. Germany (STEM focus)
   2. China - (Language / Culture Focus)
   3. Namibia (Conservation Focus)
   4. Greece (Human Geography)
   5. Iceland (Round Square)
6. Hosted the Round Square Regional Conference - 65 Heads of school over 3 days programming. 
7. PTS will host Global Alliance of Leading Edge Schools for SustainabilityGALESS Conference (Virtual) June 10th - 12th, 2024.
8. 1 of 5 participating leading GEBG Schools to author a field guide on students-led dialogue published June 2024. 
9. 6 students participating in Australian exchange with Abbotsleigh School and St. Catherine’s School.

- As of November 2023

1. Model United Nations remains the most active club on campus with more than 90 participants. PTS participates in local, regional, and international conferences.
2. Led more than 40 domestic and international travel experiences on 5 continents, (‘22 - ’24)
3. Hosted international exchange students from partner schools and programs from a number of countries including Australia, Spain, Peru, Germany, ‘22 - ’24.
4. Accepted to the Duke of Edinburgh Award’s program.  The Award is a global framework for non-formal education and learning, which challenges young people to dream big, celebrate their achievements and make a difference in their world. Through developing transferable skills, increasing their fitness levels, cultivating a sense of adventure and volunteering in their community. The Award helps young people to find their purpose, passion and place in the world.
5. Will host the Round Square Board of Directors and the Heads of School and Round Square Representatives from the America’s Region for a conference on campus February 27 - March 2, 2024.

- As of February 2023

1. Joined Global Education Benchmark Group (GEBG) as a Leading Partner School (2022-2024) through the G.E.B.G’s E.E. Ford Grant.

• This two-year role allows 7 teachers to participate in virtual classes, 1 educator to serve on an advisory board, and 2 students to participate in virtual student-led classes. 

2. Participation by (20) Students and (6) faculty in three Round Square travel events (England, Canada and Kenya).
3. Model United Nations remains the most active Club on Campus with more than 90 participants. PTS participates and leads both locally and regional conferences.
4. Round Square virtual conference on pollution led by 10 students with 200 students from 12 countries. 
5. Proposing a course elective in diplomacy and international relations beginning ‘23-’24.
6. Led 18 domestic and international travel experiences on 6 continents.
7. Hosted Round Square exchange students at partner schools in Peru and Germany. 

- As of June 2024

1. Graduated second cohort of IB Diploma Program students (18). Accepted our Fourth cohort in April 2024.
2. Expand staffing to create a position for IB Student Advisor.
3. Continuously increase number of IB trained teachers.

- As of February 2023

1. On-going, intentional monthly meeting with IB Steering Committee to design the expansion of the IB course offerings and schedule the faculty training.
2. On-going support of our Second Cohort of IB students / Additional IB Course offerings in Business Management and Environmental Sciences.
3. Adopted a more international interest in IB experience in the hiring process.
4. Encouraging and allocating finances for faculty training in IB certification.
5. Ongoing discussion about developing "pathways" of study within the IB curriculum focusing on Liberal Arts, Stem, and Business as a central focus.

- As of February 2023
Piloted three semester courses online, in Summer, 2022. After reflection and revision of course work and approach, we will offer two courses again in Summer, 2023 - Foundations in World Religion and Wellness.

- As of December 2024

1. Hosted 40 students in “Girl Powered Engineering” for a successful STEM Event.
2. Solar Car Team in place and preparing for competition in Spring 2025.

- As of June 2024

1. Expand project Lead the Way (PLTW) course offerings.
2. Continue to Support new roles: STEM Initiatives Coordinators and Global Scholar in Residence
   1. Continue to meet with both Science Department Chairs, both STEM Coordinators to reflect on goals for the year.
   2. Designated a STEM School of Excellence, third year in a row.
3. Continue to track our academic use / experiential learning in Sustainability initiatives on campus:
   1. Aqua Lab, Outdoor Classroom, Kipp Field House, 6th Grade Garden.

- As of November 2023

1. Reviewed STEM-related pathways for students to advance in their STEM studies and reinstituted the summer offering (in-person) of Geometry.
2. Updated/refurbished new Outdoor Classroom and 6th Grade Garden. 
3. We will continue to review these PTS online courses.

- As of February 2023

1. Appointed two STEM Coordinators in 2022-2023.
2. Constructed new STEM room in Building 3.
3. Updated/refurbished new Outdoor Classroom.
4. Adopting Project Lead the Way Biomedical Science course electives to offer a Pathway of course work for students interested in the related fields.   
5. Received STEM School of Excellence Recognition for the third year in a row by ITEEA (International Technology and Engineering Educators Association). 

- As of December 2024

1. Led sessions on Episcopal Identity and the Role of Chaplain in Faculty In service days, Parent Back to School Nights, and Admissions Events.
2. Planned and executed Chapels over semester beginning in Gym:
   1. Continuing public speaking forum for 8th and 12th grade students.
   2. Collaborating with new choir director and organist.
   3. Recognition of Jewish High Holy Days and a Collaboration with the Mexican Parents to create altars for the Day of the Dead.
   4. Hosted the Palmetto Bay Community to celebrate and honor the local Veterans with an All School chapel with the Mayor of Miami-Dade County.
   5. Collaborated with the Performing Arts Department to create a service of Lessons and Carols for the Annual Tree Lighting Service.
   6. Re-opening of Trinity Chapel on November 21, 2024.
   7. Installation & Organ Dedication Service December 12, 2024.
3. Head of School and Chaplain presented at NAES Conference on Chaplains and Heads of School “Building Effective Relationships”, November 2024.
4. Teaching Upper School Classes in the Religion Department, “Introduction to Christianity”.
5. Providing Prayers, Pastoral Care and Emotional Support for Faculty, Students and Families.
6. Building connections with Religious Leaders in the Greater Community both within church circles and Interfaith Friendships.  Met with Rabbis at Temple Beth Am and Temple Judea. 
7. Communicating through weekly Chaplain’s Corner pieces in the Week-at-a-Glance

- As of June 2024

1. Chaplain has been collaborating more with Director of Student Activities regarding Service Living
2. Refurbishing Chapel to accommodate new organ which will be ready in November 2024, as well as improve accousitcs.
3. Hired Organist/Choral Director to add expertise to our musical offerings.
4. Hosted a special Chapel gathering to recognize the Holocaust and had Holocaust survivor speak to the our community in May 2024. 
5. Continue to foster inclusion, and campus ethos to Lead with Love. 
6. Welcomed President of the Board of Directors from the Islamic School of Miami.
7. Hosted Dean Emeritus of Canterbury Cathedral, England. 
8. Head of School and Chaplain presented an NAES webinar on Chaplains and Heads of School “Building Effective Relationships”.
9. Completed the first year of new public speaking forum for Grade 8 and Grade 12 students. 

- As of November 2023

1. Incorporated 8^th and 12^th Grade Speeches into weekly Chapel times.
2. Chaplain has organized the visitation of the Buddhist Monk, Lama Tenzin to create a Sand Mandala for the Annual 2024 International Festival.
3. Rabbi Jeremy Barras came to present on the High Holy Days in the Fall of 2023.
4. Annual visit of Bishop Peter Eaton. 
5. Sacramental Services for Faculty/Staff and Alumni Families performed by the Chaplain. 
6. Held the annual Veteran’s Day program on November 9, 2023.

- As of February 2023

1. Held weekly early morning Holy Eucharist Services for Faculty and Staff.
2. Planned and executed Chapels over the entire semester:
   1. Collaborated with the Mexican Parents to create altars for the Day of the Dead and invited the Mexican Consulate to present on the cultural significance of the celebration.
   2. Invited Rabbi Fisch from Temple Judea to present and educate on the High Holy Days of Judaism during Chapel.
   3. Hosted the Palmetto Bay Community to celebrate and honor the local Veterans with an All School Chapel with the Mayor of Miami Dade County as the guest speaker.
   4. Collaborated with the Performing Arts Department to create a service of Lessons and Carols for the Annual Tree Lighting Service.
   5. Continued to message Lead with Love mantra through ongoing Chapels and School Gatherings.  

3. Chaplain presented two workshops at the Biennial Convention for the National Association of Episcopal School in San Antonio, Texas, in November 2022 and to the Independent Schools of South Florida on "The Mental and Emotional Aspects of Education in the 21 Century."
4. Chaplain continues to teach Christianity courses in the Postmodern World.

- As of December 2024

1. Implemented Guardian Protective Football Helmet Equipment, July 2024.
2. Completed CPR Training provided by Dr. Freer through the American Heart Association 2024 by all faculty and staff, including coaches.

- As of June 2024

1. Partnered with Positive Coaches Alliance (PCA) to provide professional development for student-athletes, parents and coaches.
2. Implemented Guardian Protective Football Helmet Equipment, July 2024. 
3. All faculty and staff, including coaches, completed CPR Training provided by Dr. Freer through the American Heart Association 2024.

- As of November 2023

1. Hosted Michael Domitrz from the Center for Respect.  With presentations given to both the students and the parents.
2. Hosted Lisa Damour, the author of “The Emotional Lives of Teenagers”, virtually for parents.   
3. Commenced a monthly "Gold Standard Breakfast", guest speaker presentations for student Athletes and faculty and staff.
4. Ongoing professional development for Athletics and Sports Enrichments.

- As of February 2023

1. Hosted focus groups for middle school students to discuss issues around inclusion and belonging.
2. Utilized peer counselors all year for students who are dealing with challenges at school and request or may benefit from meeting with an older PTS student. 
3. Implemented first year of PTS’s specific advisory curriculum - a scaffolded approach to discussing relevant topics and issues in 6-12th grades aligned to the Portrait of a Graduate.
4. Supported an education-based program modeled by student-athletes, parents, and coaches.
5. Implemented Concussion Program in August 2022.
6. Commenced a “Captain’s Circle” student-athlete Leadership Group, September 2021.
7. Expanded our HUDL video to include film for player/coach review and college recruiting, August 2021.
8. Hired New Athletic Trainer, Dr. Freer, and implemented rehabilitation at PTS, August 2022.
9. Upgraded our football helmets to Riddell and lacrosse helmets to Cascade to follow sport safety and best practices, 2021-23.
10. Upgraded Hall of Fame and Record Boards to digital displays, July 2022.
11. Athletic Director attended the National Athletic Directors Conference in Nashville, TN, December 2022.
12. Held three specifically designed Wellness Chapels for students. 
13. Hosted Internationally acclaimed and Internet Safety advocate Alicia Kozak who spoke to students. 

- As of December 2024

1. Selected Faculty and Staff members attended the NAIS People of Color Conference, December 2024.
2. Coordinated and helped to lead election conversations and citizenship presentations featuring local representatives, including Mayor of Palmetto Bay, Senator and Representative of South Florida.
3. Plan to present brief inauguration video and follow-up discussion through Advisory program, January 2025.

- As of November 2023

1. DEI Team met with parents and shared update at Parent Coffee in September 2023. 
2. Sent out a DEI mid-semester report in October 2023.
3. Updated DEI curriculum table on Resource Board. 

- As of February 2023

1. Redesigned the DEI Team's web presence to more fully and accurately communicate the School's DEI efforts and initiatives to all members of the community. 
2. Engaged in proactive and sustained dialogue with various groups who have expressed the need for greater inclusion in our community (including alumni groups, parents of African American students, parents of LGBTQIA+ students, and parents of Jewish American students). Dialogue has resulted in programming (such as our Jewish American Heritage Month, Black History Month, and upcoming Pride Month convocations).

- As of June 2024

Will incorporate MOSAIC into advisory more strongly following Episcopal Ethos of Mind, Body and Spirit, as well as mantra Lead with Love. 

-  As of February 2023

1. Embarked on a rewrite of the entire Mosaic program to create differentiated lessons for each grade level to remove redundancies and ensure age-appropriate pedagogy and content that builds on previous understanding from year-to-year.
2. Expanded student participation in and development of the Mosaic program, by including student leaders in advisor and student facilitator training. 

- As of June 2024

1. Academic Dean invited to serve the Crisis Team at the Episcopal Diocese.
2. Continue to partner with the Bishop to provide opportunities for public speaking, education and partnership between church and school.

- As of February 2023

1. Chaplain supports Sunday services at St. Stephen’s Episcopal Church in Coconut Grove.
2. Human Resources participates in the Safe Churches and Schools program in the Diocese. 
3. Chaplain will attend the Annual Clergy Conference in January. 
4. The School works closely with the Episcopal Church to promote social justice and equity.

- As of December 2024

1. Trained the Communication Team on Veracross to transition from Blackbaud for better and more cohesive information management.
2. Worked with Interactive Schools to build a new website which will be launched in June 2025.
3. Launched school-wide surveys gathering important feedback from parents, students, and faculty and staff and potential families.

- As of June 2024

1. Signed agreement with Interactive Schools for new interactive website launch in June 2025.
2. Head of School videos open rate is 75% - reaching maximum constituents.
3. Used weekly newsletter to share information with faculty, staff, families, and alumni.

- As of February 2023

1. Evaluating best communications methods in terms of website and electronic correspondence vehicles.
2. Producing timely Head of School videos that are sent to the community.
3. Completed over 100 push pages with pertinent information to the parents and greater community in the first semester.

- As of December 2024

1. Expanded our offerings by adding more information sessions, including one specifically tailored for Upper School students.
2. Reinstated required shadow days for Middle School applicants.

- As of June 2024

The school hosted over 1,500 visitors for Admission Information events, achieving a new record.

- As of November 2023

1. Participate in panel discussions for prospective parents at three different local schools.
2. Attended local forum for parents interested in Independent Schools.
3. Admission Office presented at Breakthrough Miami Annual Orientation Meeting for parents.

- As of February 2023

1. Hired Admission Officer to help with diversity recruitment.
2. Completed podcast by Associate Head of External Relations for real estate company to communicate the School’s mission.
3. Continue to provide opportunities for families to visit school outside of the typical open house times. Multiple tours, morning and afternoon information seasons. Provide virtual meetings and virtual interviews for added flexibility.  
4. Have become test optional to drop the cost barrier ($150/test) of testing for underserved communities.
5. Continue to meet with Relocation Managers to connect to families moving to Miami. 

- As of December 2024

1. Will hold an Alumni Memorial Service in January 2025, including a special tribute to past Head of School, Sean Murphy.
2. Invited alumni to tour and have lunch on campus, November 2024.
3. Will host College Day with recent graduates in January 2025.
4. Published the Aerie magazine (most recent edition in July 2024).
5. Expanded the monthly e-newsletter to alumni.

- As of June 2024

1. Through the Alumni Mentorship Program, a diverse array of alumni guest speakers are regularly invited to campus, enriching the experiences of the student body across a wide range of groups and classes.
2. Continue to host Alumni Gatherings to maintain a presence in key cities such as New York City, Chicago, Washington DC, and Boston, while also expanding to include new locations, such as Los Angeles, CA.
3. Bolster the class agent program to ensure representation from every graduating year, spanning from 1973 to the current graduating year. 
4. Continue to schedule events like the Athletic Hall of Fame, Distinguished Alumni Awards, and Alumni Memorial Service during Chapel time for the Upper School, actively including students in the actual ceremonies, thus we increase the Alumni Office's visibility to current students.

- As of November 2023

1. Enhancing communication between the Alumni Office and the Alumni Community by consistently delivering a monthly E-Newsletter featuring school news, events, and alumni spotlights and creating an accessible "Alumni Calendar" at the beginning of each school year, ensuring alumni have easy access to important dates and activities.
2. Increasing the Alumni Office's visibility to current students by holding events like the Athletic Hall of Fame and Distinguished Alumni Awards during Chapel time for the Upper School, meeting with seniors in small groups to acquaint them with alumni efforts and establishing the Student Alumni Association to connect students with alumni. 
3. Expanding our alumni reach by organizing Alumni Gatherings in major cities such as New York City, Chicago, Washington DC, Boston, and more.
4. Working with College Counseling to establish more internship opportunities for juniors and seniors.

- As of February 2023

1. Hired new Alumni Relations Coordinator, which is an alumna, to continue building Alumni community.
2. Continuing to update the alumni database with current and accurate contact information and strengthen the Class Agent program.
3. Engage alumni by reaching out to them personally, with the expectation to bring them back into the PTS community such as hosting social events, featuring them in articles, speaking to our students and touring the campus. 
4. Relaunch the PTS Alumni Mentor program, fostering mutually beneficial partnerships and meaningful connections.  
5. Promoting alumni leaders through continued Alumni Board work and engagement in additional committees.

- As of June 2024

1. 2nd Award winners announced in January of ‘24.
2. Head of School awarded a 5% raise across the board for faculty and staff.
3. New Wellness program implemented for all faculty and staff.
4. Adopting creative venues for mission-appropriate colleagues to move into the classroom:

• Assistant to the Head of the Upper School - English Department
• Assistant to the Associate Head for Academics  - Student Publication Department

5. Continued conversations with administrators at FIU, UM, and Barry to build connections.

- As of February 2023
 

1. Officially Rolled out the Patrick H. F. Roberts Global Learning Endowment Fund.

•   Recognized inaugural winners in January of 2023.

2. Provide increased compensation plan for all faculty and staff for the 2023-2024 academic year.

- As of December 2024

Completed 95 Informal Observations and 27 Formal Observations by the Academic Team.

- As of June 2024

1. Continue to educate faculty on the Portrait of a PTS Teacher; present in visual form and reference these ideals more regularly.
2. Conducted specific Professional Day on the ideals of the Portrait of a Teacher. 
3. Head of School holds individual meetings with all new teachers to give an overview of the independent school model.
4. Head of School led three presentations on the unique nature of independent education.

- As of November 2023

1. Drafted a proposal for a Faculty Coordinator to submit to various leading Grant opportunities.
2. Redesigned the Careers page for ease of access, visibility, and efficiency of submitting applications. 

- As of February 2023

1. Introduced in May of 2022.
2. Will use on Careers page of website.

-As of February 2023

Continue to assess and review the housing market and discuss potential opportunities at the Board level. 

- As of June 2024

1. 2nd Award winners announced in January of ‘24.
2. Head of School awarded a 5% raise across the board for faculty and staff.
3. New Wellness program implemented for all faculty and staff.
4. Adopting creative venues for mission-appropriate colleagues to move into the classroom:

• Assistant to the Head of the Upper School - English Department
• Assistant to the Associate Head for Academics  - Student Publication Department

5. Continued conversations with administrators at FIU, UM, and Barry to build connections.

- As of February 2023

1. Officially Rolled out the Patrick H. F. Roberts Global Learning Endowment Fund.

•   Recognized inaugural winners in January of 2023.

2. Provide increased compensation plan for all faculty and staff for the 2023-2024 academic year.

- As of December 2024

1. Confirmed Teaching Intern (Scheduled for January - April) with plans for expanded partnership with Barry University.

• Mentor Teacher in place
• Stipend position / adding to our steps for "Retention" of mission-appropriate faculty.

1. Hosted 4th Annual Gratitude week. 

- As of June 2024

1. Restructured the hiring process to include Academic Team members.
2. Redesigned and expanded the role of New Teacher Coordinator to facilitate onboarding,  training, and mentoring of new faculty hires; 
3. Hosted our successful Second Annual Hiring Fair.
4. Expanded Computer Science department significantly tripling the size of the department.
5. Expanded faculty to include a full-time teacher of Business and Entrepreneurship.
6. Created an Academic Consortium with peer FCIS member schools.
7. Continue to host annual Gratitude Weeks and Faculty and Staff Appreciation Weeks.
8. Hosted numerous PTPA sponsored events for Faculty and Staff.  Helping to build good will and morale.
9. Increased generous Holiday Bonus for all faculty and staff.
10. Provided such benefits as Thanksgiving Turkey/ Ham and Holiday Bread/and a variety of seasonal celebratory events on campus hosted by the Head of School.
11. Continue the annual Head of School Holiday tradition.
12. Hosted a regular Faculty & Staff Forum Series.
13. Establishing relationships with Barry University, Florida International University, and University of Miami’s Schools of Education to explore the possibility of teaching internships/ observation requirements fulfilled through PTS.

- As of February 2023

1. Researched three innovative hiring models: 

• Summary of Research of Peer Schools' Models for Hiring and Attracting

      2.Hosted 2nd Annual Gratitude Week and added the following quality of life opportunities:

1. 1. Hosted numerous PTPA sponsored events for Faculty and Staff
   2. Increased generous Holiday Bonus
   3. Provided Thanksgiving Turkey/ Ham and Holiday Bread
   4. Hosted a variety of celebratory events on Campus

3. Head of School Holiday has been added to the calendar.
4. Hosted/Hosting Faculty Forum Series:
   1. Art of Communication Three (3) Events Fall, 2022
   2. Personal Finance, Real Estate, and Investing Three (3) Events Spring, 2023 
5. Offered New Teacher Mentoring Program; Engaging Monthly Meetings with directed Topics.
6. Scheduled to host our first (inaugural) Hiring Open House on Saturday, March 4^th, 2023
7. Establishing contacts with Barry University and University of Miami’s Schools of Education to explore the possibility of teaching internships/ observation requirements fulfilled through PTS.

- As of June 2024

1. Prioritized time and resources over the last two years on writing effective Course Outlines, resulting in greater alignment of instruction, methodology, and assessment.
2. Hosted a Faculty-led Mini Professional Development Conference (January). 
3. Professional Activity remains robust.  And school continues to provide outstanding financial support.  
4. Offer a Curriculum Writing Mini-Grant session for interested faculty and staff in the Summer of 2024.

- As of November 2023

1. Newly appointed position of Director of Student Affairs
2. Surveyed Advisors in the Spring of '23 for feedback on Advisory program

- As of February 2023

1. Established Professional Development component of “Launch” for ninth grade teachers;
2. Regular collaboration meetings to ensure continuity. Expansion of Student Services:
   1. Additional School Counselor
   2. Additional Learning Specialist
   3. Advisory Coordinator
   4. Addition of grade-level training for advisor

- As of December 2024

1. Successfully piloting Leadership Lab with 21 participants:

1. 1. Hosted three of seven scheduled Session to date
   2. Planning Leadership Lab '25 - '26

• Goals and expectations

2. Engaged all faculty & staff in the FCIS Self Study, Professional Development on November 8.
3. Continued full-faculty AI training on PD November 8.
4. Sent five new teachers for FCIS New Teacher Institute.
5. Will Host PD for all faculty on January 6th on Executive Function Skills.
6. Continue to host additional events for new faculty, addressing needs as they arise.

- As of February 2023

1. Will host 2nd Annual Wellness Day at Deering Estate (full day) February, 2023.
2. Increased our Professional Development Budget to over $125,000.00 annual with nearly 50% participation beyond on-campus scheduled events.

• Annual detailed Summary provided each May. 

- As of December 2024

Prioritize mission-aligned recruitment and retention of faculty and staff to strengthen our community and advance our shared goals. Leverage the new Veracross single-sign-on integrated platform to enhance services, streamline operations, and improve communication across the school.  Additionally, the Development Office is transitioning to Veracross, a more sophisticated CRM system, to optimize fundraising efforts and increase overall effectiveness in achieving our philanthropic objectives.

- As of November 2023

Met our goal one year ahead of schedule of purchasing all textbooks for students, Grades 6 -12. 

- As of February 2023

1. Sync resources with strategic plan and the school's core values as to allocating resources to highest priorities for efficiently/effectively.
2. Continue to provide the resources and programs in place to recruit, retain and develop the best mission appropriate faculty and staff.
3. Continue to improve operations and seek opportunities as needed.

- As of December 2024

Continue to explore additional funding opportunities to support families, including school vouchers, grants, and matching programs, provided they come without restrictive conditions or threaten independence of school operations.

- As of June 2024

1. Development, Finance and Admission Offices switched to a new Data Managing System (Veracross) which will make reporting and data management more efficient.
2.  Implemented the first Alumni Challenge Gift initiative as part of the March Madness Alumni Giving Campaign, leading us to the largest Alumni giving year in school history.
3. Continue installation of personalized engraved bricks for each graduating senior at PTS.

- As of November 2023

1. Hit $1 million mark for Annual Fund two months earlier than 2022 for Fall Annual Fund Drive and increased participation.
2. Hosted Founders Forum events to re-engage former Trustees.
3. Meet with each new family at Palmer Trinity to educate them on what it means to attend an Independent School and how important their support is in the success of the school.
4. Conduct information collection campaigns for the grandparents of our current families, bring them into the fold on Palmer Trinity news and events, and include them in our 24 Hour Giving Challenge campaign.
5. Increase Social Media outreach to connect all constituencies with the different campaigns and events connected with the Development Office.

- As of February 2023

1. Continue to build record-breaking Annual Fund foundation intentionally ensuring the highest quality student experience.
2. Continue to increase alumni participation through such strategies such as: the March Madness Alumni giving challenge, and increased alumni social and professional opportunities.
3. Utilize "Give Miami Day" as an opportunity to cultivate other constituencies for support of Palmer Trinity School.
4. Building upon our "24 Hour Giving Challenge", to school pride and philanthropic support.

- As of December 2024

1. Continue to explore flexible learning options, including in-person, online, and hybrid formats, while addressing considerations such as remote learning, credit hour requirements, and other academic needs.
2. Director of Auxiliary Programs position to be implemented, June 2025.

- As of June 2024

Working with Leadership team to reevaluate Auxiliary Services. Considering new full-time position to oversee Auxiliary Programs.

- As of February 2023

1. Continue to rent existing facilities/fields such as the athletic fields when not used currently by PTS.
2. Introduce special Chapel events such as weddings, arts, recitals, etc. to generate revenue and increase community exposure.

- As of December 2024

1. Recent audit of school acknowledged strong growth of both reserves and endowment.  Clean audit report presented to Board of Trustees, November 2024.
2. Approve increasing the endowment contribution from future capital campaigns from 10% to 20%, reflecting a strong commitment to long-term financial sustainability.

- As of June 2024

Endowment has grown since 2005 from $200,000 to $24 Million / 2024. Grown Operating cash and reserves to over $25 Million over the years to help fund future capital campaigns and/or pay off debt which comes due $19 Million October 2030. 

- As of November 2023

Continue to assess needs of school and engage in ongoing planning.  

- As of February 2023

1. The Endowment has grown over the last 10 years from $200k to $15M to better weather market downturns and to be able to pay off debt, fund programs enhancements and faculty professional development--Patrick Roberts H.F. Roberts Global Learning Endowment (new 2022/23).
2. The school has grown annual fund to over $1M to fund new programs, initiatives, learning spaces to better serve our community.
3. Introduced policy to increase endowment through all capital projects with designated dollars.  

- As of December 2024

Completed

- As of June 2024

Consideration is being given to approving a new capital campaign that will enhance facilities and continue to address the Master Plan.

- As of November 2023

1. Updating Virtual Campus Map housed on the website under Admission.
2. Exploring possibility of displaying history timeline of the School in MS.  

- As of February 2023

1. 2023 Master Plan update in progress to reflect new projects built per 2014 master plan and as built to date revisions per the Soaring to Greater Heights Campaign. Pattern book to accompany in progress highlighting guidelines and standards for future improvements for consistency.
2. New 3D campus map in progress.

- As of December 2024

Installed a new Casavant Frères organ in the Trinity Chapel, enhancing both programming and chapel services.

- As of June 2024

1. Building and Grounds Committee currently researching possible new outdoor learning area with focus on STEM and environmental sustainability.  
2. Continuing to implement updates and facility improvement to Falcon’s Nest in 2025.

- As of February 2023

1. Added Outdoor Environmental Classroom. Falcon’s Nest Tiki Hut, Middle School Tiki Hut to maximize outdoor learning and gathering.
2. New outdoor furniture added in middle school courtyard and Bacardi Quad, maximizing outdoor learning opportunities.

- As of December 2024

1. Planned installation of new hurricane impact windows in Building 3 during December 2024.
2. Planned installation of keyless entry across campus, June 2025.

- As of June 2024

1. Updating wayfinding signage on north campus.
2. Leadership Team continues to review and address projects throughout the campus including but not limited to the replacement of all awnings, gym lobby doors and flooring,  replacement of Techboards across campus, renovation of bathrooms in Building 3 and Gym lobby and more. 
3. Head of School home improvements include: new roof, storm proof windows and replacement of landing and stairs due to termite damage.

- As of November 2023

1. Replaced the batting cages and bleachers at the baseball and softball fields.
2. Created new garden area for student engagement and ongoing research. 
3. Added new awnings to connect MDR/PDR/Music Center in August 2023. 
4. Added new expanded food truck and repurposed current Falcon Feeder for special events. 
5. Created a new aesthetically pleasing and welcoming entrance/courtyard.
6. Removed warped wooden benches throughout campus and replaced with more sustainable aluminum alternatives.
7. Added new awnings across campus November 2023.

- As of February 2023

1. All exteriors of buildings and roofs painted to match the new south campus color scheme, white primary and yellow secondary.
2. New north entrance gate at SW 176th Street completed to match the south entrance gate. 
3. Roadways and parking lots resurfaced and restriped, completed 2022.
4. Campus wayfinding signage added throughout campus.

- As of November 2023

1. Palmer Trininty recognized as the first private school in Florida to receive National recognition as a green ribbon school. 
2. Continue to replace old lighting with LED lighting across campus.

- As of February 2023

1. Director of Sustainability working with the science department to develop a sustainability statement in progress.
2. New vendor Waste Management engaged to improve waste stream efficiency and provide data for students to use in the classroom.
3. Kipp Field House achieved net zero energy footprint through solar panel installation. Monitoring of energy consumption being used in curriculum and ongoing.
4. Five (5) Electrical Vehicle charging stations installed on campus with two (2) new stations in the student parking lot in progress.

- As of December 2024
Continue integrating innovative technology solutions campus-wide, with a focus on enhancing functionality and ensuring robust protection against cybersecurity threats.

- As of June 2024

1. Continuing to implement new data system in different departments including Development.
2. Signed new agreement with Interactive Schools for new website for implementation in June 2025.
3. Replacing all Techboards in faculty classrooms.

- As of November 2023

1. Continue to implement keyless entry throughout buildings on campus.
2. Continue to add security cameras throughout campus.
3. Added vape detectors throughout campus restrooms.
4. Undergoing data system implementation upgrade with Veracross. 
5. Hand held radio distributed to faculty and staff as part of Crisis Management improvements.

- As of February 2023

1. Incident IQ system implemented to replace Schooldude.
2. New and improved visitor check in process at guard houses with email and text alerts.
3. New student sign in and sign out system with email and text alerts to families.
4. New internet switches installed locally in each building to minimize impact of outages.