Budget Document | Smarter Schools Spending

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.