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Plan and prepare
Plan and Prepare | Communication

The planning and budgeting process begins with mobilizing key stakeholders, gathering information on academic performance and cost structure, and establishing principles and policies to guide the budget process.


  • Foster collaboration between the academic and finance staff in the budget process
  • Set expectations for the budget process and analyze the district's current state
  • Effectively communicate the process and corresponding decisions to stakeholders

Identify Communication Strategy

The budget process should include a plan to inform participants, stakeholders, and the general public about how the budget process works, why each decision was made and how to provide input in the process.


  • Level 1: Leadership communicates why district is undertaking Smarter School Spending, how the district will get to where it wants to go, and what district staff are being asked to do.
  • Level 2: Develop a strategy to identify target audiences, tailor messages to them, and use diverse communications channels.
  • Level 3: Design participation and engagement methods to draw in a large cross-section of stakeholders.

Your Quick Wins

  • Quick Win: Develop an elevator speech.
  • Why important? ¬†Succinctly able to articulate why pursuing new budget process is important.