1. New Superintendent
Academy
October 25, 2012

2. Aligning Resources
and Mission

3. Budget
Development
Implementation
Progress
Evaluation
Changing
Organizational
Needs
Strategic
Plan

4. Five Year Strategic Plan One Year Implementation
Annual Staffing Allocation

11. State School Fund

13. SSF State School Fund

14. Projecting Enrollment
Projecting Enrollment

15. Enrollment Projection Considerations
Cohort Survival
New Housing Development Statewide Birth Data Available Here:
Economic Climate State Birth Data
Historical Trends

16. Monthly Look Fors
Budget report to all stakeholders administrators, supervisors, school board
Bank reconciliation
State School Fund Projections
Supplemental Budget
General Fund Balance
Enrollment and weightings
Investment Reports

17. Quarterly Look Fors SSF Projections Enrollment & Weightings
State Economic Forecasts
Cost centers overspending?

18. Annual Look Fors Budget Adoption - June 30
New administrators trained on managing budget
CAFR – Due 12/31
Management Letter
Action plan for responding to deficiencies
respondents to look at their CAFR to see their status
management letter - what's the status? Unqualified?

20. Angie Peterman, Executive Director, OASBO
Michael Wiltfong, Director of School Finance, ODE
Claire Hertz, Chief Financial Officer, Beaverton SD