64 th ILLINOIS ASBO CONFERENCE AND EXHIBITIONS APRIL 29 – MAY 1, #iasboAC15 How to Transition the CSBO Position – 2.0 Best Practices Both for Leaving a District and Starting at a New District

64 th ILLINOIS ASBO CONFERENCE AND EXHIBITIONS APRIL 29 – MAY 1, #iasboAC15 Purpose of Today’s Working Session  Share Best Practices  Development of a Resource

64 th ILLINOIS ASBO CONFERENCE AND EXHIBITIONS APRIL 29 – MAY 1, #iasboAC15 Areas to Develop Four Key Areas 1.Culture & People 2.Core Job Functions 3.Informal Responsibilities 4.Key Resources

64 th ILLINOIS ASBO CONFERENCE AND EXHIBITIONS APRIL 29 – MAY 1, #iasboAC15 Culture & People Who do you need to work closely with and why? How do the people in your district get things done? What are the office “norms” or traditions?

64 th ILLINOIS ASBO CONFERENCE AND EXHIBITIONS APRIL 29 – MAY 1, #iasboAC15 Core Function of CSBO Job What do you need to do the job ? Where is it ? How did the District get here ? Where do you want to go ?

64 th ILLINOIS ASBO CONFERENCE AND EXHIBITIONS APRIL 29 – MAY 1, #iasboAC15 Informal Roles/Responsibilities Roles: What roles did the previous Business Manager take on that wasn’t listed in the job description?

64 th ILLINOIS ASBO CONFERENCE AND EXHIBITIONS APRIL 29 – MAY 1, #iasboAC15 Informal Roles/Responsibilities Responsibility: What is in writing, but still needs to be explained? What’s typically not reported that should be explained?

64 th ILLINOIS ASBO CONFERENCE AND EXHIBITIONS APRIL 29 – MAY 1, #iasboAC15 Resources Where can the information be found? With whom do I talk?

64 th ILLINOIS ASBO CONFERENCE AND EXHIBITIONS APRIL 29 – MAY 1, #iasboAC15 Low Hanging vs. Forbidden Fruit What are ways to help others determine how to get “quick wins” and how to navigate away from potential land mines?

64 th ILLINOIS ASBO CONFERENCE AND EXHIBITIONS APRIL 29 – MAY 1, #iasboAC15 Working Groups 1.Culture/people 2.Core job functions 3.Informal roles/responsibilities 4.Resources Group responsibilities: Prioritize the top 3-4 items Was anything missed? Should anything be removed? Link to draft transition document

64 th ILLINOIS ASBO CONFERENCE AND EXHIBITIONS APRIL 29 – MAY 1, #iasboAC15 Report out What did you note as the most important tasks in each area? 1.Culture/people 2.Core job functions 3.Informal roles/responsibilities 4.Resources

64 th ILLINOIS ASBO CONFERENCE AND EXHIBITIONS APRIL 29 – MAY 1, #iasboAC15 Additional Thoughts/Suggestions

64 th ILLINOIS ASBO CONFERENCE AND EXHIBITIONS APRIL 29 – MAY 1, #iasboAC15 Next steps IASBO Guidance Document Finalized

64 th ILLINOIS ASBO CONFERENCE AND EXHIBITIONS APRIL 29 – MAY 1, #iasboAC15 Contact us with more ideas…. Seth Sarah Jay Eric Thank you!!! Link to draft transition document