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Successful Board Budget Workshops

Successful Board Budget Workshops. TASBO Budget Academy January 14-15, 2010. Why Conduct Budget Workshops?. Adoption of district budget – second most important board role. Most lack background in governmental finance. Inadequate time and attention given to budget issues.

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Successful Board Budget Workshops

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  1. Successful Board Budget Workshops TASBO Budget Academy January 14-15, 2010

  2. Why Conduct Budget Workshops? • Adoption of district budget – second most important board role. • Most lack background in governmental finance. • Inadequate time and attention given to budget issues. • Members have other jobs & responsibilities • May elections – could have 1-3 new members • Community pressures: Remember - they get elected, you don’t.

  3. Why Conduct Budget Workshops? Board members need time to focus on budget issues in an informal setting without competing agenda items. They need the ability to ask “dumb” questions outside the glare of the regular board meeting.

  4. Budget Workshop vs. Budget Presentation What’s the difference? • Workshops are more global in nature • Focus more on knowledge of budgeting and overall financial issues • Workshops should move from general to specific • Timeline: One or two workshops prior to regular budget presentation workshops

  5. Expert vs. Teacher Move from Expert to Teacher for budget: • Increasing move towards additional transparency • Money getting tighter – decisions getting more difficult • Protection – don’t be the only one to blame! • It’s not your budget – it’s their budget!

  6. BICS & CALP BICS: Basic Interpersonal Communication Skills Basic level of understanding. Most board members comfortable remaining at this level. CALP: Cognitive Academic Language Proficiency Academic level of understanding. A few of your board members will strive for this level.

  7. BICS & CALP Try not to cater your presentations only to CALP board members. You’ll quickly lose the majority and miss your goal of increasing overall fluency!

  8. Organization of Materials • Simple power point presentation • Comprehensive notebook of additional readings and materials • Don’t be afraid to give homework! • First meeting – Review of power point & check for understanding. • Second meeting – Delve deeper into board-selected topics & review readings.

  9. Materials • Glossary of Terms • Revenue Sources & Issues • Expenditure Sources & Issues • Options Review of Sample Materials

  10. Contact Information Kelly K. Crook, Ph.D., CTSBS Assistant Superintendent for Finance Del Valle ISD (512) 386-3043 kelly.crook@del-valle.k12.tx.us

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