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Plan and prepare
Plan and Prepare | Partnerships

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

Establish a Partnership between the Finance and Instructional Leaders

A collaborative process increases the likelihood that the decisions made will be supported after the budget process is over


  • Level 1: Superintendent, chief academic officer, and chief financial officer agree to pursue Smarter School Spending (SSS) and commit to regularly review progress at cabinet meetings.
  • Level 2: Develop a formal governance structure to guide the district as it pursues progress on the SSS framework.
  • Level 3: Develop criteria to define what constitutes a successful budget process.

Your Quick Wins

  • Quick Win: Discuss and agree between academic, financial officers with superintendent why pursuing the Best Practices is a good idea. Examine roadmap and identify what district wants to accomplish on the roadmap.
  • Why important? Established communication channel, documents/formalizes why Best Practices are being pursue.