Saturday, May 12, 2012

Week 5 Assignment, Part 3


School Finance, competency 8, has been an area of many personal deficits. While it still remains one the areas in which I can grow the most, I do feel now that I am dangerous enough to enter into conversations about school finance. My studies and explorations during this last course have been wide spread. I am by no means ready to take over the business office, but I am much more confident and understand better how to build a budget that is goal-driven, supported by annotations in the needs assessment and that will ultimately assist the district in achieving its goals. The last time I self-assessed myself on Competency 8 I had no areas of strength, five areas I felt confident, and six areas that I felt needed improvement. As I near the end of this school finance course I now feel competent in all but two areas. I still feel I need to improve in two areas, personnel management and technology effectiveness in school district operations. I will continue to pursue all of the areas in Competency 8 in my future studies and experiences in educational leadership.

I gained a great deal of knowledge from the lectures, interviews, reading and resources. As I look back on week one, I learned about the history of school finance and that tough times are actually not new. I know that there are state funding formulas that are intended to ensure equity, equality and adequacy in resources to all school districts regardless of size. The intent of these formulas is noble but in reality these efforts fall short of meeting the intended purposes. I reviewed two different District Improvement Plans (DIP). I gleaned from this exercise that if used properly school districts can better spend their monies on identified needs and as a result increase the return on their investment.  

Week two brought to light the benefits of different types of budgeting. Different budget development processes may work better for different aspects of school business. There are two dates mandated by the state and all other budget timeline dates are determined locally. It is up to the Superintendent to develop the process and then facilitate the organization through it over the course of the year. The TEA School Finance 101 manual is a very useful document full of a great deal of information.

Week three I found myself diving deeper into the dollars and cents of two school districts by reviewing their financial snapshots and financial summaries. Equality doesn’t always equate to equal funds and resources. Comparing WADA to ADA, reviewing allocations too expenditures, noting compensatory education allotments and developing an understanding of funding and facilities debt payment are a few of the areas I explored.
Week four dealt with financial accountability and district discretion of spending. Everyschool district is required to have an external audit on their financial records and business practices. This report is sent to the state annually. School districts are accountable for academic achievement and financial integrity, the FIRST report. This report is made up of twenty-two indicators and each one is scored on a scale. The sum of all the scores is collected and then a rating is determined based on a rating system. While school districts do not have sufficient funds, they do have the discretion to develop a staffing pattern and set teacher pay scales. Every district is a little different in this respect because they all have slightly different philosophies and or student needs. The economy of scale lesson showed me how large schools benefit from having the flexibility of buying in bulk. Small school districts must provide the same supports but they do not get the bulk discount and as a result have fewer resources to use in other areas.

The assignments for this course have taken me to many places. I have spoken with the Deputy Superintendent, Superintendent, and Chief Financial Officer several times. They were very willing to share their knowledge and unfold our situation in my district. After speaking to them I began to realize that school finance is a chore even for the three of them. To completely wrap my head around every aspect of school finance would be impossible. I was ignorant and now after this course of study I am barely dangerous. I know some language and that there are reports out there with volumes of information. The next step for me is to harness this new knowledge and integrate into my current role and in future positions of leadership. The budget can have a tremendous impact on organizational goals and student achievement if leveraged and used properly.
The wiki experience has been exactly that, an experience. Everyone is on a different schedule and gathering a group consensus proved to be tough on each individual. However, the discussion board and blog comments were enlightening. Cohort 5 is made up of people from school districts of all sizes and people from all aspects of school leadership. This dynamic made for interesting comments, insights and reflections.  

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