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- Does the board approach the preparation of a budget as one step in the overall planning process?
- What should the board’s role in budget preparation be?Spotlight 3
- How should the board interact with the community in budget preparation?
- How should the board interact with the staff in budget preparation?
- How should the final budget be presented to the community in order to show linkage between the budget and school priorities, and to get the most favorable reception?
- What are the long-range plans for our fiscal position? Spotlight 11
- What are our enrollment projections for the next five years, and how will future enrollment impact our budgets?
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- What fiscal and budget management procedures (long and short-term) does the district currently use?
- Is the plan reviewed periodically?
- How is the budget monitored?
- What role does the board have in the budget process?
- How can we manage the politics of passing the budgets?
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- What is used in the district to guide long-term fiscal planning?
- Is the plan implemented at the school level?
- What are the current fiscal priorities?
- What is the budget development process at the district/SU level? Process, documents, software, timelines, etc.?
- What resources are available in learning the system, and in the development and management of the budget?
- What people are responsible for budget development?
- What is your role in implementing and monitoring the budget?
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- Work with senior administrators and the business manager to design a long-term budget and budget documents that meet student needs.
- Review budgets from other districts and learn from their experiences.
- Plan budget presentation to community
- Ensure that staff informed about budget before it is presented to community
- Monitor financial reports to ensure that district is staying within budget. Be aware of budget shortfalls.
- Review policy.
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- Review chart of accounts system.
- Review current budget reports.
- Review comparative statements.
- Review cash flow sheets.
- Review current list of staff with budget responsibility, and inquire about any problem areas.
- Establish and review data financial benchmarks.
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- Review budget documents including time lines, responsibilities, forms, reports.
- Review past audit reports and annual reports.
- Meet with the person who completes the paperwork and monitors the purchase orders and payroll in your building and at the central office.
- Determine the strengths of and concerns with the budget management and development system.
- Clarify your role and the role of others in the budget process, with the central office and within the school.
- Develop a system to provide feedback on the process for managing and developing the budget, within the building and with the district and SU.
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