Date post: | 12-May-2015 |
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The Basics of Budgeting
Leigh Zeitz
Coordinating Technology in an Educational Setting
Budgeting Topics Pre-budget Planning Preparing a Budget Managing a Budget
Budgeting is . . .
Planning for the allocation of resources
Not just Money!
People, equipment, materials, facilities
Planning Process
Traditional Technology Funding How much money do we have? What needs do we have? What curriculum do we teach? What is our teaching philosophy?
Planning Process
More Productive What is our teaching philosophy? What curriculum do we teach? What needs do we have? How much money do we have? Where can we get more $$?
Budgeting is important because . . .
Provides planned direction
Plans include necessary resources
Necessary to receive funding
Requires prioritizing planned programs
Pre-Budget Planning
Know the district’s budgeting processWho reviews the budgetHow they evaluate the budgetIn what order do they review the budget
District’s Financial ConditionDo they have the $$?Do your projects fit the condition?Does your budget show awareness?
Pre-Budgeting Planning Align with the Strategic Plan?
How does the community view the district’s spending habits?
What district guidelines apply?
Deadlines
Sign-offs
Quotas on spending categories
Pre-Budget Planning
Address District PrioritiesWhat is HOT in the district?
Build budgetary alliancesBe part of a “team”
Poorly planned and aligned budgets are a waste of time
Pre-Budget Planning
Identify technology prioritiesTechnology accessible to students/facultyAutomating the attendance systemAutomating the library circulation system
Don’t get sidetracked by GadgetsUse the Tech Plan to guide your budgeting
Review last year’s Tech Plan report to identify needs
Pre-Budget Planning
Use Last Year’s expenditures to guide your budget
Be realistic about your plans
Prepare to justify your recommendationsReasons for your decisions
Connect with Technology Plan
Connect with Strategic Plan
Don’t downplay other’s plans
Pre-Budget Planning
Know your facts!
Do your research!
Include services
Prepare for scrutiny!
Include small things as well
Preparing the Budget
Be ClearBe OrganizedBe Detailed
Use the District’s Preparation forms and methods
Anticipate Change!
Preparing the BudgetBegin by organizing your informationCreate a spreadsheet
Expenditure CategoriesDescriptionsQuantitiesCostsProject classificationsPriorities
Monitoring the BudgetWatch your expenses all year longBe systematic Expenditure categories are sacred
Must be justified TransferredAccounted for
Monitor your expenses as they occurIf possible
Be Organized!
Can’t monitor without a system
Have a system
Use your system
Get help if necessary.
Sources for Tech Money
Sources for Tech Money E-Rate Tech Line Item 5% General Fund Building Level Tech
Budget Reallocation of EOY
monies Bonds and Levies
State Emergency Funding
Corporate Donations Partnerships -
University/Corporate Adult Ed Funding Tech Consortiums Fund Raisers
E-Rate
Discount system based upon schools’ poverty levels and school settings
Begun in 1997
E-Rate
E-Rate Services Basic phone Leased data circuits Data Lines (T1, 56K, ISDN) Email Telecommunication wiring Routers, switches, hubs, servers, wireless Basic maintenance
Enhancing Education Through Technology (E2T2 or EETT)
Improve achievement through tech. Cross the digital divide Tech Literacy by 8th grade Effective Teacher Training and Curr. Dev. Linked to NCLB 50% Formula / 50% Competitive
The Money is Where You Find It . . . Any Questions?
?