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The Principals Guide to School Budgeting

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Eddie Regalado

on 10 June 2014

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Transcript of The Principals Guide to School Budgeting

by Richard D. Sorenson
Lloyd M. Goldsmith
Budgeting is the one area in which future and new principals feel most insecure.
Second Edition
Data Gathering
Stakeholder selection
1. A Principal's Guide to School Management
2. A Principal's Guide to Curriculum Leadership

3. A Principal's Guide to School Budgeting
1st ed.
4. A Principal's Guide to School Budgeting
2nd ed.
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
Other Books
Sorenson and Goldsmith
Integrated Budget Model
Report by:
Eddie Regalado
1. Understanding the Budgeting Process
Examines the
* 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)
1. Integrity
2. Fairness
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
1.) Define
2. ) Stakeholders
3.) Data Gathering

4.) Data Analysis
(Needs Assessment)
5.) Needs
6.) Goal Setting
7.) Performance
8.) Action Plan
Ongoing evaluation, analysis, and course corrections
1. Define Stakeholders

Support staff
Community members with no children attending school
Local business owner
District officials
PE teacher
Special Ed
Office secretary

Members selected
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
campus/district/state websites
attendance data
dropout data
school budget reports
parent surveys
student surveys
faculty surveys
focus groups
volunteer logs
transfer requests

retention data
failure reports
discipline data
facilities reports
staff development needs
staffing patterns
accident reports
extracurricular data
special populations data
mobility rate, unusual events on campus logs
Collect data from different sources:

4 Data Analysis
Requires training
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.
Authors recommend;
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
Not measurable
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
Drives school
Drives school
Should be comprised of 11 components;
1.) Student performance
2.) Special ed
3.) Discipline management
4.) technology
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.
& Events
On Going Evaluation
Book Report
Eddie Regalado

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