CGMIInstitute

CGMI-F v1.0

Framework Specification

Initial publication of the CGMI-F framework — five domains, twenty practice areas, five maturity levels, three appraisal tiers.

Capability Matrix

Five domains across the horizontal axis, five maturity levels on the vertical. Every cell describes what governance looks like in that domain at that level. Click any column header to drill into a domain.

D1
Board Composition & Competency
D2
Governance Processes & Compliance
D3
Strategic Oversight & Accountability
D4
Financial Governance & Sustainability
D5
Transparency & Stakeholder Accountability
5
Exemplary
Board composition is a strategic asset. Governance knowledge is institutionalized — not dependent on individuals. Alumni network of past bo…Governance processes evolve continuously based on evidence. The board proactively updates policies in response to regulatory changes before…Strategic oversight is anticipatory. The board regularly engages with emerging challenges before they become crises. Charter promise delive…Financial governance is a model for the sector. The school may mentor other boards on financial oversight practices. Long-term financial su…The school actively contributes to the charter governance ecosystem — sharing practices, participating in sector improvement, and hosting p…
4
Advanced
Board composition is data-informed (skills matrix, community representation analysis). Member performance is tracked. Development plans exi…Governance processes are measured and their effectiveness is evaluated. Compliance rates are tracked as KPIs. Process improvement is data-d…Strategic planning is tied to quantitative outcomes. Executive evaluation uses objective metrics aligned to charter commitments. Academic a…Board financial oversight includes trend analysis, scenario planning, and peer benchmarking. Financial risk indicators are defined and moni…Community engagement is tracked and measured. Authorizer feedback loop is formalized. Annual governance review compares year-over-year on a…
3
Established
All members certified in their roles. Succession plan active. Board composition regularly reviewed against strategic needs. Skills gaps ide…Governance processes are documented and followed consistently. Policy library fully compliant, regularly reviewed, and maintained. Board se…Multi-year strategic plan actively monitored. Executive evaluation is formal, documented, and tied to charter commitments. Academic perform…Board financial literacy demonstrated across multiple members. Audit committee functioning. Reserve fund policy in place and funded. Financ…Transparency portal fully active. Annual community engagement cycle in place. Authorizer relationship is collaborative and proactive. Board…
2
Developing
All board positions filled, roles understood, basic orientation for new members. Training is happening but not systematically tracked.Meeting notices consistently posted on time, minutes completed within 30 days, basic policy library in place.Strategic plan exists and is referenced. Leadership receives performance feedback. Academic data is reviewed at meetings.Annual audit completed on time. Budget reviewed monthly. Treasurer actively engaged. No material audit findings.Meeting documents published. Parent input mechanisms exist. Authorizer reporting completed on time.
1
Emerging
Board has required seats filled but little formal orientation, inconsistent training, and no succession planning.Meetings happen but notice compliance is inconsistent, minutes are often late or incomplete, and policies exist but aren't actively maintai…Board receives reports but doesn't actively drive strategy. Leadership evaluation is informal or absent.Budget is approved annually but financial oversight between meetings is limited. Treasurer may be the only board member engaging with finan…Required notices are posted but community engagement is minimal. Authorizer relationship is reactive.

Level Determination Logic

A school's overall CGMI level is determined by its lowest domain rating. A school that is Level 4 in four domains but Level 2 in one is rated Level 2 overall. This "staged" approach prevents strong areas from masking weak ones and ensures balanced governance capability.

The Integration Layer

CGMI operates across two layers. The Maturity layer (Part I) determines how mature a school's governance is. The Integration layer (Part II) connects that rating to the broader charter ecosystem.

Three integration profiles extend a school's CGMI rating into the relationships that matter most:

  • CGMI-A connects ratings to the authorizer relationship and renewal process
  • CGMI-P connects ratings to network-level portfolio governance
  • CGMI-C connects ratings to federal grants, NACSA standards, and state compliance frameworks

Integration profiles are implemented by the relevant ecosystem participant. A school's maturity level is determined entirely by Part I criteria — Integration profiles govern how that level is recognized and used externally.

Explore the Integration layer →

Core Design Principles

Staged Model

A school's overall CGMI level equals the lowest of its five domain ratings. The staged model ensures balanced governance capability, not strength in one area masking weakness in another.

Gate Requirements

Each level has explicit gate requirements that must all be met — cumulatively — to achieve that level. Requirements are behavioral, not self-reported.

Capability Level Profile

In addition to overall level, every appraisal produces a capability profile across all five domains, exposing strengths and advancement targets.

Evidence-Based

CGMI ratings are assigned from objective evidence — meeting records, training completions, policy audit findings, financial data — not from self-assessment questionnaires.

Governance Maturity Score

The GMS is a 0–100 composite score calculated from practice-area-level assessments across all five domains. Each domain contributes up to 20 points (4 practice areas × 5 points each). The GMS serves as a diagnostic tool at Levels 1–2 and becomes a formal gate requirement at Levels 3–5.

View the scoring methodology →

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