Charter System Principals’ Budget Sharing Guidance Presented by: School Governance & Flexibility

Timeline for Council Budget Work   January 2019 School Budget Training (See slide 3 for detailed information) February 2019 Your SGC Budget Committee must hold a meeting to discuss your school’s strategic priorities and the alignment of your budget to the School Strategic Plan (see slides 4 – 7 for additional guidance) Mid February 2019 to Early March 2019 Hold a council meeting to review the budget with SGC members. Allow for discussion and questions. After reaching consensus and understanding of next year’s budget, vote for approval (annual budget approval requires a majority vote from a quorum of SGC members) Complete the Budget Approval Certificate (click here then download and open in Microsoft Word) Submit your Budget Approval Certificate to your learning community governance facilitator by the following dates: - Elementary Schools: February 22, 2019 - Middle Schools: March 1, 2019 - High Schools: March 8, 2019

School Budget Training #1 Next Steps School Budget Training School Budget Training is a session that will feature several activities designed to strengthen Council members’ skill and confidence in supporting the school budgeting process. This training is available for anyone to attend. Day Date Time Location Thursday January 22 6:30 PM – 8:30 PM Paul D. West MS Wednesday January 23 8:45-10:15 AM North Learning Center Tuesday January 29 6:30-8:30 PM Ocee ES January 31 10:00 –11:30 AM Wolf Creek Public Library

Budget Committee Meeting

Budget Committee Meeting Tips Be prepared for this meeting with an agenda and a defined set of tasks. Remember to focus this meeting on the strategic work of the Council. Use your Budget Committee as advocates. This group will have advanced knowledge of the process and will help other Council members feel comfortable in their budget support role.

Budget Committee Strategic Initiative Template Consider using this tool as a starting point for talking about the budget and how it aligns to your strategic initiatives. Strategic Initiative 2018 – 2019 Implemented & Budget Impact Implemented & No Budget Impact Not Addressed, Implemented in Later Years 1. 2. 3. 4.

Other Budget Items to Consider Flexible Funding FY20 Default Salary (particularly if you are adding positions) FY19 Budget Highlights Enrollment Projections Allotments

Full SGC Budget Approval Meeting

Budget Sharing Best Practices Provide enough information to help your Council grasp the concept of school budgeting while not overwhelming them with too much information. Present the operations portion of your budget, but remind your Council that they should focus on the strategic portion of the budget. Be specific about how your Initiatives guide budgeting. Provide concrete examples of where you have increased, decreased and/or moved money to support the Strategic Plan.

Best Practices, cont’d. Be prepared to answer/discuss questions around non-personnel items involving economies of scale and/or district mandates (i.e., copier lease, cell phones, Armored cars) Consider viewing the Budget webinar or attending the live training to get an accurate assessment of what your Council members know about school budgeting. Consider using the templates/tools provided by Governance & Flexibility for both your Budget Committee meeting and Budget Approval Meeting. We’ve provided you with templates and protocols to use as you share your budget with your Council. You are not required to use these templates/protocols. You may have already have a process of sharing your budget with your school community that you think will work well with your Council.

Principal’s Budget Sharing Template

SY 2020 SGC Budget Recommendation Approval Meeting [Insert School Name] SY 2020 SGC  Budget Recommendation Approval Meeting

[School Name] Budget Context Timeline Operations vs. Strategy Decreases from last year’s budget The timeline for budget recommendation approval is set by the district and you could not touch funds until their release on After SGC approval, budget recommendations go to Program Managers and Area Supts Board votes in June and money is released on July 1. February/March is the only time Councils will officially approve the budget. Councils will continue to review the budget quarterly and at other critical junctures throughout the year such as the re-opening of the budget in June, SEAT day and in the case of additional funding Remind Councils that the budget approval meeting will focus on strategic alignment of funds. Still, there are operational tasks that must be funded through the general fund budget which represents a large portion of your non-personnel dollars. Those fund recommendations must still be approved by the Council, but be sure to steer the conversation toward the strategic portion of the dollars.

Strategic Outcomes Outcome #1 Outcome #2 Outcome #3 [Write it out in full] Outcome #2 [Write it out in full] Briefly discuss the prioritized strategic outcomes and remind Council members of each outcome’s relevance to the school’s success. Outcome #3 [Write it out in full]

Strategic Outcomes Outcome #4 Outcome #5 Outcome #6 [Write it out in full] Outcome #5 [Write it out in full] Briefly discuss the prioritized strategic outcomes and remind Council members of each outcome’s relevance to the school’s success. Outcome #6 [Write it out in full]

Strategic Initiatives Implemented & Budget Impact (SY20) Initiative Implemented,  No Budget Impact (SY20) Initiative  Addressed in Later Years    Addressed in Later Years Talk about the strategic initiatives that were born out of the outcomes. Categorize the initiatives into three buckets: Budget Impact SY19 – these are initiatives that will be implemented or continued in SY19 and will be addressed during the budget meeting No Budget Impact SY19 – these are initiatives that will be implemented or continued in SY19 but will not be addressed in the budget meeting since there is no budget impact. Although these initiatives may have an impact on other resources such as time or talent, the budget meeting is not the appropriate place to discuss those impacts. Addressed in Later Years – these are initiatives for which the implementation phase begins in SY19 or SY20, therefore not applicable for this meeting.

Funding Allocations to Initiatives SY20 Budget Highlights General Fund Funding Allocations to Initiatives Total Amount Earned SY20 [write amount] Significant Changes from SY19 $ increase/decrease per student [write any other major changes (enrollment, contracts, etc.)] Personnel  [Dollar Amount] [% of Total Budget] Non-Personnel  [Operational Expenditures] [Strategic Initiative #1] (Dollar Amount- Rationale) [Strategic Initiative #2] [Strategic Initiative #3] [Strategic Initiative #4] [Strategic Initiative #5] [Strategic Initiative #6] Fill in the appropriate information on this page You might consider handing out the Budget Report (provided by Budget Services) at this time

Updates for Information/Review Flexible Funds Title I Student Activities Total Amount Earned SY19 [write amount] Flexible Fund Expenditures [list expenditures] Total Amount Earned SY20 [write amount] Significant Changes from SY19 $ increase/decrease per student [write any other major changes (enrollment, contracts, etc.)] Total Amount anticipated SY20 [write amount] Significant Changes from SY19 Fill in the appropriate information on this page. A reminder that it is not mandatory to provide a detailed review of the Student Activities Fund, but you are welcome to include it. You might consider handing out the Budget Report [PRIME] (provided by Budget Services) at this time.

Questions Address any questions you’d received via email to the whole Council. Ask if there are additional questions and answer.