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Presented By Brandeis University Heller School for Social Policy & Management

Presented By Brandeis University Heller School for Social Policy & Management. Strategically Planning for Results-Based Budgeting March 2, 2007. Steven H. Byler Bryant K. Rollins Laura A. Stahl Amanda C. Williams. Presentation Outline. Framing the Problem

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Presented By Brandeis University Heller School for Social Policy & Management

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  1. Presented ByBrandeis UniversityHeller School for Social Policy & Management Strategically Planning for Results-Based Budgeting March 2, 2007 Steven H. Byler Bryant K. Rollins Laura A. Stahl Amanda C. Williams

  2. Presentation Outline • Framing the Problem [why we are discussing strategies] • Introduction of RBB and its Goals [why we are using RBB and what it does] • Strengths and Weaknesses of RBB [what it provides: the good and the bad] • Key Issues to Address [identifying the challenges] • Recommendations for the sustainable implementation of RBB [addressing the challenges] 2

  3. Presentation Outline • Framing the Problem [why we are discussing strategies] • Introduction of RBB and its Goals [why we are using RBB and what it does] • Strengths and Weaknesses of RBB [what it provides: the good and the bad] • Key Issues to Address [identifying the challenges] • Recommendations for the sustainable implementation of RBB [addressing the challenges] 3

  4. Need for a New Financial System I. Framing the Problem • Altered demographics of Oakland due to urban influx from San Franciscans • Decreased enrollment in OUSD • Decreased revenue as a result of decreased enrollment • Inequitable distribution of funds • All of the above led OUSD to declare bankruptcy in 2003 and take on a $100 million dollar loan from the state • State takeover and loss of local control • Clear need for a new system of allocating funds and management of funds within district Since the 2000-2001 academic year, OUSD has lost more than 2,000 students annually. . . decreasing revenue by more than $10M each year 4

  5. Presentation Outline • Framing the Problem [why we are discussing strategies] • Introduction of RBB and its Goals [why we are using RBB and what it does] • Strengths and Weaknesses of RBB [what it provides: the good and the bad] • Key Issues to Address [identifying the challenges] • Recommendations for the sustainable implementation of RBB [addressing the challenges] 5

  6. Management Options II. Why RBB? • Implement changes within current system • School Based Budgeting • School Based Management • Develop New Tool SBB is a system that distributes dollars to schools on a per pupil basis SBM allows school districts to make decisions about the allocation of resources at the school level 6

  7. RBB: Developed at OUSD II. Why RBB? • RBB was developed by Katrina Scott-George in OUSD’s Office of School Reform • RBB is an integration of SBB and SBM with some unique features • Teacher salary • Allocation formula • RBB is a progressive budget development tool • Currently being pioneered and developed in OUSD RBB corrects teacher salary-driven inequity 7

  8. Presentation Outline • Framing the Problem [why we are discussing strategies] • Introduction of RBB and its Goals [why we are using RBB and what it does] • Strengths and Weaknesses of RBB [what it provides: the good and the bad] • Key Issues to Address [identifying the challenges] • Recommendations for the sustainable implementation of RBB [addressing the challenges] 8

  9. Strengths... III. Strengths and Weaknesses • Provides School with: • financial autonomy to design school budgets • ability to uniquely address local needs • opportunity to have a competitive advantage ...and Weaknesses • IT Problems • RBB and IFAS don’t match • RBB tool is difficult for some schools to use • Tradeoff between teacher experience and other resources • Decentralizes management to people who may have limited business skills and financial management experience 9

  10. Presentation Outline • Framing the Problem [why we are discussing strategies] • Introduction of RBB and its Goals [why we are using RBB and what it does] • Strengths and Weaknesses of RBB [what it provides: the good and the bad] • Key Issues to Address [identifying the challenges] • Recommendations for the sustainable implementation of RBB [addressing the challenges] 10

  11. Key Issues to Address IV. Key Issues • Is RBB an effective system for Oakland and how can the effectiveness of RBB be measured? • Decreasing enrollment and decreasing revenue • Helping key stakeholders to understand RBB • Generate support for continued use of RBB • Reduction of central office expenditures • OUSD policy alignment with small schools movement For me, the real challenge now is building management capacity to administer RBB at the site level . . . The problem we face is to get people involved and establish ownership -Noel Gallo, School Board member 11

  12. Presentation Outline • Framing the Problem [why we are discussing strategies] • Introduction of RBB and its Goals [why we are using RBB and what it does] • Strengths and Weaknesses of RBB [what it provides: the good and the bad] • Key Issues to Address [identifying the challenges] • Recommendations for the sustainable implementation of RBB [addressing the challenges] 12

  13. Increase stakeholder support V. Recommended Actions Why? To ensure financial sustainability in a competitive market How? Implement a comprehensive campaign promoting stakeholder knowledge of RBB When? Long-term/Ongoing plan Stakeholders Teachers Principals School Board Parents/ Community 13

  14. Teachers

  15. Parents & Community

  16. Matching the RBB tool to IFAS V. Recommended Actions Why? Eliminate use of staff time on data entry and improve coding accuracy How? Identify internal or external professional who is qualified to address structural issues within educational settings When? March 15: Identify professional April 12: Launch pilot program June 30: Evaluate program 16

  17. New Features for OUSD Website V. Recommended Actions Why? To formalize the current feedback into an on-line tool that tracks progress of faculty & staff suggestions How? Develop simple “drop-box” feature on teacher section of website When? March 20: Tool is developed March 27: Employ online tool May 27: Evaluate progress A.FeedbackForum B. Transparency Report 17

  18. New Features for OUSD Website V. Recommended Actions Why? To provide stakeholders with additional annual school-specific budget and curriculum information in order to increase transparency & accountability How? Include more detail in school accountability report card. Include annual budget and curriculum information When? Follow schedule for updating accountability report card A. FeedbackForum B. Transparency Report 18

  19. Examples from Edmonton School District

  20. Conclusion Results-Based Budgeting has been a vital tool in developing school-based budgets for OUSD in a time of fiscal and academic crisis. This tool has assisted the district in moving toward financial stability, funding equity, and increased student performance. The future of RBB rests on the ability to increase stakeholder buy-in, opportunities for professional development, and transparency in the decision-making process. 20

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