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Part 3: Strategic Budget Development

Strategic Budget Partner Retreat Materials

Time estimate: 1-2 hours
Due no later than Day 4 of the synchronous content (Friday)

Part 3: Strategic Budget Development will be part of a deeper conversation when we meet synchronously. The purpose of this time is to start to apply your learnings from Parts 1 and 2 to annual budgeting this year. With looming budget cuts, increasing student need, and deepening inequities, it’s likely that this budget cycle is shaping up to be like none before.

We’ll turn back to portions of The Strategic CFO Guide to help ground us in the questions and decisions strategic budgeting processes take.

Step 1: Open your Individual Viewing Guide before you begin.

Step 2: Context setting: The role of the Strategic CFO

  • Read: The Strategic CFO Guide
    • Read p. 11-16, focusing on:
      • Core Function #3: Annual District Budgeting 
      • Core Function #4: Annual School Budgeting

Step 3: Team Discussion and Cross-District Collaboration

  • Discuss as a team (if you have not already) your questions, insights, and answers to the questions in your Individual Viewing Guide
  • Enter your team’s reflection in the Cross-District Collaborative Viewing Guide
  • Links to both Viewing Guides is on your Event page

This concludes your flipped-classroom required content. We look forward to seeing you in the synchronous sessions!

To access the optional content that includes Budget Hold’em for Districts and Difficult Conversations, return to the Events page to access Part 5: Optional Content.

After the synchronous sessions, we suggest you return to the Events page to access Part 4: Bringing it All Together.

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