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Implement plan
Implement Plan | Budget Document

The “strategic financial plan” is the long-term road map for implementing the district’s instructional priorities. A “plan of action” describes how the strategic financial plan will be translated into coherent actionable steps.

Objectives

  • Develop a strategic financial plan informed by the district's priorities
  • Create an implementation plan with clear accountabilities and responsibilities
  • Develop a budget document that outlines the district's 'story'

Develop a Budget Presentation

A budget document needs to be well organized and also clearly lay out the challenges the district is facing and how the district’s strategies and financial plan will address these challenges.

Milestones

  • Level 1: Budget presentation is clear and transparent with respect to the district's challenges, goals, strategies, and financial plan for achieving them - and overall is concise and user-focused.
  • Level 2: Present risks to long-range financial sustainability and ensure all funds included in the budget.
  • Level 3: Programmatic elements are used to categorize spending.

Your Quick Wins

  • Quick Wins: Link line item budget to goals.
  • Why important? Establish basic connection to what this whole budget process re-design is about.