Student-Based Budgeting Webinar
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Transcript of Student-Based Budgeting Webinar
© Education Resource Strategies, Inc., 2013© Education Resource Strategies, Inc., 2014
Student-Based BudgetingIs it Right for Your District?
April 3, 2014
Today’s Presenters
David Rosenberg
Manager
Jonathan Travers
Partner
John Scanlan
Chief Financial and Administrative Officer
If you’d like to ask a question…
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4
Agenda
About ERS
Student-Based Budgeting: a quick recap
Lessons from Cleveland
SBB in a national context
Questions and discussion
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.
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Our vision of school district transformation
StandardsTeaching
School Design
Leadership
School SupportFunding
Partners
Where we work
Los Angeles
Oakland
SaintPaul
Chicago
Cincinnati
Atlanta
Philadelphia New York City
Syracuse
Rochester Providence
Baltimore
Prince Georges County MDWashington DC
Charlotte-Mecklenburg
Duval County
Boston
Denver
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
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Agenda
About ERS
Student-Based Budgeting: a quick recap
Lessons from Cleveland
SBB in a national context
Questions and discussion
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
“Weighted Student Funding (WSF)”
“Student-Based Budgeting (SBB)”
“Fair Student Funding (FSF)”
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
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:
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
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Agenda
About ERS
Student-Based Budgeting: a quick recap
Lessons from Cleveland
SBB in a national context
Questions and discussion
Per-Pupil Funding to Support School Autonomy
CMSD Portfolio Implementation
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
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
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
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
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
Support
NST GUIDE BOOK SEMINARS TOOL KIT DESIGN TEMPLATES MODELS
23
Agenda
About ERS
Student-Based Budgeting: a quick recap
Lessons from Cleveland
SBB in a national context
Questions and discussion
24
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”
25
Agenda
About ERS
Student-Based Budgeting: a quick recap
Lessons from Cleveland
SBB in a national context
Questions and discussion
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
How do you account for student risk factors in SBB?
What impact does SBB have on
financial reporting?
What is the impact on student
achievement?
Thank you for joining us!
For more information:
www.erstrategies.org
Continue the discussion with us:
Search LinkedIn Groups for “Fair Student
Funding”