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Toolkit: What is Student-Based Budgeting and how can it drive student learning?

Understanding and implementing an equity-focused school funding model as a part of broader district strategy

Student-Based Budgeting (SBB) goes by many names, including Student-Based Allocations (SBA), Weighted Student Funding (WSF)Fair Student Funding (FSF), or Student-Centered Funding (SCF). Regardless of its name, SBB is a funding system whereby dollars follow students based on student need. Or, more specifically, it describes any district funding model that: allocates dollars instead of staff or materials, is based on the number of students, and uses objective and measurable student characteristics as weights.

Student-Based Budgeting (SBB) allocates dollars to schools based on the number of enrolled students, where each student receives a funding "weight" based on need. This model can allow districts to increase equity, transparency, and flexibility.

 

The Student-Based Budgeting Toolkit

Learning About SBB 

cover for new sbb guide

Transforming School Funding for Equity, Transparency, and Flexibility:
An Introduction to Student-Based Budgeting

Is SBB is right for your district? Find out with this guide, which is an updated version of our popular 2014 publication.

Readiness Assessment (Excel)

Is your district ready for SBB? This tool details a set of questions to help you determine if SBB is right for your district at this time.

Implementing SBB

Cover of Nuts and Bolts SBB Implementation Guide

Transforming School Funding for Equity, Transparency, and Flexibility:
A Nuts-and-Bolts Guide to Implementing Student-Based Budgeting

Ready to implement SBB? This detailed manual describes how to prepare for it, how to design the formula, and how to rollout the model.

SBB Financial Modeling Tool (Excel)

Understand the mechanics of an SBB formula, and begin to build your own.

Sample SBB School Workbook (Excel)

Get help thinking through the information schools need to create their budgets under an SBB system.
(Note: The previous version of this file may not have been compatible with some computer systems; we have updated it and it should work for everyone now)

Read about our 2018 Student-Based Budgeting Summit here, and visit our Workshops, Webinars, and Events page for upcoming events and conferences where you can connect with like-minded leaders.


Other Resources

An Overview of SBB

District Stories

Atlanta

Baltimore

Boston

Cleveland

Cincinnati

Indianapolis

Milwaukee

Memphis

Questions on SBB or any of this content? Contact Betty Chang.

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