The Basics of Budgeting
Leigh Zeitz
Coordinating Technology in an
Educational Setting
Budgeting Topics




Pre-budget Planning
Preparing a Budget
Managing a Budget
Budgeting is . . .
Planning for the allocation of resources
Not just Money!
People, equipment, materials, facilities
Planning Process


Traditional Technology Funding
How much money do we have?
 What needs do we have?
 What curriculum d...
Planning Process


More Productive
What is our teaching philosophy?
 What curriculum do we teach?
 What needs do we hav...
Budgeting is important
because . . .
Provides planned direction
Plans include necessary resources
Necessary to receive fun...
Pre-Budget Planning
Know the district’s budgeting process
Who reviews the budget
How they evaluate the budget
In what orde...
Pre-Budgeting Planning Align
with the Strategic Plan?
How does the community view the
district’s spending habits?
What dis...
Pre-Budget Planning
Address District Priorities
What is HOT in the district?

Build budgetary alliances
Be part of a “team...
Pre-Budget Planning
Identify technology priorities
Technology accessible to students/faculty
Automating the attendance sys...
Pre-Budget Planning
Use Last Year’s expenditures to guide
your budget
Be realistic about your plans
Prepare to justify you...
Pre-Budget Planning
Know your facts!
Do your research!
Include services
Prepare for scrutiny!
Include small things as well
Preparing the Budget
Be Clear
Be Organized
Be Detailed
Use the District’s Preparation forms
and methods
Anticipate Change!
Preparing the Budget
Begin by organizing your information
Create a spreadsheet
Expenditure Categories
Descriptions
Quantit...
Monitoring the Budget
Watch your expenses all year long
Be systematic
Expenditure categories are sacred
Must be justified
...
Be Organized!
Can’t monitor without a system
Have a system
Use your system
Get help if necessary.
Sources for Tech Money








E-Rate
Tech Line Item
Building Level Tech
Budget
Reallocation of EOY
monies
Bonds and ...
E-Rate
Discount system based upon
schools’ poverty levels and school
settings
Begun in 1997
E-Rate
E-Rate Services








Basic phone
Leased data circuits
Data Lines (T1, 56K, ISDN)
Email
Telecommunication wiring
...
Enhancing Education Through
Technology (E2T2 or EETT)







Improve achievement through tech.
Cross the digital div...
The Money is Where You
Find It . . . Any Questions?

?
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The Basics of Budgeting for a Tech Coordinator

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The Basics of Budgeting for a Tech Coordinator

  1. 1. The Basics of Budgeting Leigh Zeitz Coordinating Technology in an Educational Setting
  2. 2. Budgeting Topics    Pre-budget Planning Preparing a Budget Managing a Budget
  3. 3. Budgeting is . . . Planning for the allocation of resources Not just Money! People, equipment, materials, facilities
  4. 4. Planning Process  Traditional Technology Funding How much money do we have?  What needs do we have?  What curriculum do we teach?  What is our teaching philosophy? 
  5. 5. Planning Process  More Productive What is our teaching philosophy?  What curriculum do we teach?  What needs do we have?  How much money do we have?  Where can we get more $$? 
  6. 6. Budgeting is important because . . . Provides planned direction Plans include necessary resources Necessary to receive funding Requires prioritizing planned programs
  7. 7. Pre-Budget Planning Know the district’s budgeting process Who reviews the budget How they evaluate the budget In what order do they review the budget Districts Financial Condition Do they have the $$? Do your projects fit the condition? Does your budget show awareness?
  8. 8. Pre-Budgeting Planning Align with the Strategic Plan? How does the community view the district’s spending habits? What district guidelines apply? Deadlines Sign-offs Quotas on spending categories
  9. 9. Pre-Budget Planning Address District Priorities What is HOT in the district? Build budgetary alliances Be part of a “team” Poorly planned and aligned budgets are a waste of time
  10. 10. Pre-Budget Planning Identify technology priorities Technology accessible to students/faculty Automating the attendance system Automating the library circulation system Don’t get sidetracked by Gadgets Use the Tech Plan to guide your budgeting Review last year’s Tech Plan report to identify needs
  11. 11. Pre-Budget Planning Use Last Year’s expenditures to guide your budget Be realistic about your plans Prepare to justify your recommendations Reasons for your decisions Connect with Technology Plan Connect with Strategic Plan Don’t downplay other’s plans
  12. 12. Pre-Budget Planning Know your facts! Do your research! Include services Prepare for scrutiny! Include small things as well
  13. 13. Preparing the Budget Be Clear Be Organized Be Detailed Use the District’s Preparation forms and methods Anticipate Change!
  14. 14. Preparing the Budget Begin by organizing your information Create a spreadsheet Expenditure Categories Descriptions Quantities Costs Project classifications Priorities
  15. 15. Monitoring the Budget Watch your expenses all year long Be systematic Expenditure categories are sacred Must be justified Transferred Accounted for Monitor your expenses as they occur If possible
  16. 16. Be Organized! Can’t monitor without a system Have a system Use your system Get help if necessary.
  17. 17. Sources for Tech Money      E-Rate Tech Line Item Building Level Tech Budget Reallocation of EOY monies Bonds and Levies       State Emergency Funding Corporate Donations Partnerships -University/Corporat e Adult Ed Funding Tech Consortiums Fund Raisers
  18. 18. E-Rate Discount system based upon schools’ poverty levels and school settings Begun in 1997
  19. 19. E-Rate
  20. 20. E-Rate Services        Basic phone Leased data circuits Data Lines (T1, 56K, ISDN) Email Telecommunication wiring Routers, switches, hubs, servers, wireless Basic maintenance
  21. 21. Enhancing Education Through Technology (E2T2 or EETT)       Improve achievement through tech. Cross the digital divide Tech Literacy by 8th grade Effective Teacher Training and Curr. Dev. Linked to NCLB 50% Formula / 50% Competitive
  22. 22. The Money is Where You Find It . . . Any Questions? ?

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