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The Principals Guide to School Budgeting
Transcript of The Principals Guide to School Budgeting
Lloyd M. Goldsmith
Budgeting is the one area in which future and new principals feel most insecure.
1. A Principal's Guide to School Management
2. A Principal's Guide to Curriculum Leadership
3. A Principal's Guide to School Budgeting
4. A Principal's Guide to School Budgeting
The Principal's Guide To School Budgeting
Director of Principal Preparation Program
Professor of School budgeting and Instructional Leadership
Education Leadership Ed.D Baylor University
Formerly served public school for 29 yrs
Middle School AP & Science Teacher, Elementary Principal
Lloyd M. Goldsmith
Richard D Sorenson Ph.D
Sorenson and Goldsmith
Integrated Budget Model
1. Understanding the Budgeting Process
* Delineation between school finance & School
* Basics of school finance.
* Sources of school funding.
* Codification process.
* Steps to effective budgets.
2. The budget-vision relationship
* National standards
* Interstate School leaders consortium standards in
relation to budget.
Standards demand active, not passive
Standards assume that leaders are collaborative and inclusive.
* Three keys to ethics in school leadership.
"Unable to define, but know when it is seen" (pg 46)
3. Ethical behavior
3. Culture, Data, and Celebrating Success.
* Importance of school culture (progressive vs Status
* Importance of data driven decision making
* Importance of assessment
* Importance of celebrating success.
Director of Principal Preparation Program
Department Chair in Educational Leadership and School Finances
Educational Leadership Ed.D Texas A&M
Social Studies Teacher 25 yrs
Associate Superintendent for Human Resources
Professor of the Year (2005)
University of Texas at El Paso
Abilene Christian University Texas
4. Model for Integrating Vision, Planing and Budgeting
* Integrated Budget Model 8 components
5. Effective and Efficient Budgeting Practices
* Discusses the following
1. Professional development
2. Planning and Needs Assessment
3. Causal barriers identification,
4. Prioritizing School-Base Needs
5. Goal setting and Objective Development
6. Budget Development and Implementation
7. Budget monitoring and evaluation.
6. Building the School Budget
* Budgeting process (clarification of Budget Model)
* Individuals responsible for building the budget.
* Coding applications
* Projecting student enrollment
2. ) Stakeholders
3.) Data Gathering
4.) Data Analysis
6.) Goal Setting
8.) Action Plan
Ongoing evaluation, analysis, and course corrections
1. Define Stakeholders
Community members with no children attending school
Local business owner
Teachers should be the majority
Does individual have time and willingness to attend meetings and training?
Does individual demonstrate capacity to consider all sides of an issue?
Requires examination of state and local policies
Determine the structure/responsibilities /authority members
Student achievement results
school budget reports
staff development needs
special populations data
mobility rate, unusual events on campus logs
Collect data from different sources:
4 Data Analysis
Data should be disaggregated.
Determine alignment of the instruction with state standards.
Example of question that should be asked:
1.) Did the intervention improve performance of Hispanic, African American, Asian, Caucasian, ELA and/or low SES sub-populations?
2.) Did most students perform poorly on the same subject each year?
3.) How did the lower grades perform in the different subjects?
4.) Is the math/science/language curriculum aligned with state
Data analysis may make some teachers uncomfortable, because it will reveal differences in performance.
5. Needs Prioritization
Based on the results of the data analysis, committee identifies and prioritizes the school’s needs.
Since the prioritization can be challenging, authors suggests;
"Leadership remind committee members that fairness means to be free from bias, dishonesty or injustice, and at times, fairness, requires unequal distribution of resources to best meet the needs of students ” (pg. 95).
When a consensus can't be reached, Sorenson-Goldsmith recommend that a knowledgeable neutral third party be consulted in order to obtain consensus.
6. Goal Setting
Principal is responsible in keeping the goals in the forefront of all stakeholders/committee.
Goals be reviewed at every faculty meeting,
Should appear on the schools' newsletter or emails
Should be posted on the school’s website.
In other words, each staff member should know, by memory, the goals set by the committee.
7. Performance Objectives
Consists of 2 objectives:
1 Non-performance objective
ex) All 8th grade students shall
use "Do The Math Now," on
the computer 3 days a week.
2) Performance objective.
ex) Students will improve by 5%
on their state math
8. Action Plan
Should be comprised of 11 components;
1.) Student performance
2.) Special ed
3.) Discipline management
5.) Parental involvement
6.) Professional development
7.) Violence/conflict prevention/resolution
8.) Suicide prevention
9.) Dropout prevention (opt)
10.) Accelerated instruction
11.) Career education.
By developing the budget in conjunction with the Action Plan, the budget serves to effectively anticipate, project and predict potential sources of income, program development, any financial deficits, and potential areas for budgetary reduction/elimination or addition.
On Going Evaluation