Student-Based Budgeting Webinar

997 views

Published on

This PowerPoint presentation was used in our April 3, 2014 webinar titled, "Student-Based Budgeting: Is it Right for Your District?" Based on ERS' publication of the same name, this webinar featured a detailed conversation on the realities of implementing this funding system. More at http://www.erstrategies.org.

Published in: Education
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
997
On SlideShare
0
From Embeds
0
Number of Embeds
27
Actions
Shares
0
Downloads
8
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Student-Based Budgeting Webinar

  1. 1. © Education Resource Strategies, Inc., 2013© Education Resource Strategies, Inc., 2014 Student-Based Budgeting Is it Right for Your District? April 3, 2014
  2. 2. Today’s Presenters David Rosenberg Manager Jonathan Travers Partner John Scanlan Chief Financial and Administrative Officer
  3. 3. If you’d like to ask a question… If you want to talk: Raise your hand To pose a question: Type it here Look to see if you have been unmuted
  4. 4. Agenda About ERS Student-Based Budgeting: a quick recap Lessons from Cleveland SBB in a national context Questions and discussion 3
  5. 5. Education Resource Strategies (ERS) is a non-profit organization dedicated to transforming how urban school systems organize resources (people, time, technology, and money) so that every school succeeds for every student.
  6. 6. Our vision of school district transformation 5 Standards Teaching School Design Leadership School Support Funding Partners
  7. 7. Where we work Los Angeles Oakland Saint Paul Chicago Cincinnati Atlanta Philadelphia New York City Syracuse Rochester Providence Baltimore Prince Georges County MD Washington DC Charlotte-Mecklenburg Duval County Boston Georgia Districts • Fulton County • Hall County • Vidalia City • Treutlen County • Marietta City Cleveland Austin Albuquerque Michigan Tennessee Waterbury, CT Aldine NewarkSacramento District work State work
  8. 8. Agenda About ERS Student-Based Budgeting: a quick recap Lessons from Cleveland SBB in a national context Questions and discussion 7
  9. 9. Flexibility School leaders define the resources they need to drive student achievement “Principals own their budgets” Student-Based Budgeting aims to strengthen the funding system Equity Resources are distributed equitably based on student need “Dollars follow the student” Transparency Clear and easily understood rules for where, how, and why dollars flow “The formula tells you what you get” Source: ERS
  10. 10. “Weighted Student Funding (WSF)” “Student-Based Budgeting (SBB)” “Fair Student Funding (FSF)”
  11. 11. Traditional vs. SBB Funding Systems Traditional Student-Based-Budgeting Schools receive funds based on… District-wide staffing and resourcing ratios A formula based largely on individual student needs School budgets include… Specific staff positions plus a targeted set of prescribed resources Dollars spent on resources to implement the school’s instructional model, plus categorical/centrally controlled funds School leaders actively control… <5% of school budgets 50-70% of school budgets Source: ERS
  12. 12. Tied to real student need, requiring additional resources to address effectively Objective and quantifiable Schools should not have direct control or agency over the metric Present in at least 3-5% of, but not all, students Exist at more than one school, with variation across schools Key decision: what student attributes to weight? Source: ERS Relevant Measurable Independent Significant Diversified Weighted attributes should be:
  13. 13. SBB implies a big shift in how schools and districts work together Source: ERS Increased strategic responsibility for school leaders District office assumes a “customer service” role
  14. 14. Agenda About ERS Student-Based Budgeting: a quick recap Lessons from Cleveland SBB in a national context Questions and discussion 14
  15. 15. Per-Pupil Funding to Support School Autonomy CMSD Portfolio Implementation
  16. 16. Setting the Stage for SBB  Cleveland Plan—Defined the goals, set context  Portfolio District  Quality is a measure  HB 525—Created the work conditions  CBA —Created some flexibility  CEO Driver—Faster…clock is ticking  Designing the solution
  17. 17. We believe….  When school leaders control their resources, they serve children better  Control Time (Master Schedule and Collective Bargaining Agreement)  Control Treasure Student-Based Budgeting (SBB)  Control Talent TDES and Hiring  All leaders have the right to these tools  Don’t need to earn autonomy  All schools are accountable for student achievement
  18. 18. SBB  Weights  Base lower than most districts  Literacy Lo and Hi, Graduation rate, Grade (K-3) Mobility  SPED, ELL  Formula  Driven by district strategies… Increase literacy, fix HS in Elementary, manage special needs  Be aware of all stakeholder expectations  The Devil is in the Details, and You Need Tools to manage the Devil
  19. 19. Transition Strategies  Soft Landing—Temporary policy to ease into or soften the transition to SBB  Average Salaries  Baseline Service Measure  Communicate Clear Flexibilities  Revised Planning and Budget Cycle  Redesigned Central Office  Pilot or No Pilot
  20. 20. Learning  Talent Strategy-Work force composition is key driver  TDES  Differentiated Compensation  Creating a performance driven culture  Integration and interdependency issues  TRAIN, TRAIN, TRAIN—“It’s only real when it’s real.”  Don’t forget CO  In or Out  People don’t like change, and this is change
  21. 21. Support  NST  GUIDE BOOK  SEMINARS  TOOL KIT  DESIGN TEMPLATES  MODELS
  22. 22. Agenda About ERS Student-Based Budgeting: a quick recap Lessons from Cleveland SBB in a national context Questions and discussion 22
  23. 23. Top lessons for SBB design and implementation  It’s about academics, not finance  Make it worth your while…or don’t make it  Details matter…a lot  Central’s cheese should move at least as much as schools’  Ground design AND stakeholder engagement in “the why”  Roll out + revenue decline = Extra-special challenge  The work is never “done” 23
  24. 24. Agenda About ERS Student-Based Budgeting: a quick recap Lessons from Cleveland SBB in a national context Questions and discussion 24
  25. 25. If you’d like to ask a question… If you want to talk: Raise your hand To pose a question: Type it here Look to see if you have been unmuted
  26. 26. How do you account for student risk factors in SBB?
  27. 27. What impact does SBB have on financial reporting?
  28. 28. What is the impact on student achievement?
  29. 29. Thank you for joining us! For more information: www.erstrategies.org Continue the discussion with us: Search LinkedIn Groups for “Fair Student Funding”

×