Smarter School Spending - Plan and Prepare

The planning and budgeting process begins with mobilizing key stakeholders, gathering information on academic performance and cost structure, and establishing principles and policies to guide the budget process.

Objectives

  • Foster collaboration between the academic and finance staff in the budget process
  • Set expectations for the budget process and analyze the district's current state
  • Effectively communicate the process and corresponding decisions to stakeholders

Establish a Partnership between the Finance and Instructional Leaders

A collaborative process increases the likelihood that the decisions made will be supported after the budget process is over.

  • Set expectations for the budget process and analyze the district's current state
  • Effectively communicate the process and corresponding decisions to stakeholders

Milestones

  • Level 1: Superintendent, chief academic officer, and chief financial officer agree to pursue Smarter School Spending (SSS) and commit to regularly review progress at cabinet meetings.
  • Level 2: Develop a formal governance structure to guide the district as it pursues progress on the SSS framework.
  • Level 3: Develop criteria to define what constitutes a successful budget process.

Your Quick Wins

  • Quick Win: Discuss and agree between academic, financial officers with superintendent why pursuing the Best Practices is a good idea. Examine roadmap and identify what district wants to accomplish on the roadmap.
  • Why important? Established communication channel, documents/formalizes why Best Practices are being pursue.