BENCHMARK:

BUDGET DEFENSE
LEKISHA MORRIS
9/21/2020
EAD 510
INSTRUCTOR: DR: DAWN JOHNSON
 PLANNING OF THE BUDGET

• Funding is based on a per pupil formula given by the State

• Reflect on the school’s vision and mission to help with overall planning
• Using the previous school year budget
• Analyzing data to reflect upon and address areas of need in order to plan for the budget
 DEVELOPING THE
BUDGET
Timeframe

Stakeholders involved

Being prepared to modify budget as

needed

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 BUDGET’S COMPONENTS

Items Cost
Instructional Staff Budget $8,235,039
Program Budget $2,945,196
Staff Salaries Budget $1,092,210
Administration Salaries Budget $1,522,190
Categorical Budget $55,000
Total Expenditures Budget $13,849,636
Total Revenue Budget $18,821,811
Net Budget $4,972,176
 EXPLANATION OF EXPENDITURES

• Instructional Staff Total Budget • Categorical Budget

• Program Total Budget • School technology maintenance
• School Sponsored Athletics
• Instruction materials – textbooks
• Special Education Services
• Pupil Transportation • Instructional materials – Programs
• Other Programs • Special Programs – Training of new and
• Classroom materials returning staff
• Additional Educational Equipment
• Total Expenditure Budget
• Staff Salaries Budget
• Administration Budget
 EXPENDITURE TOTALS

• Instructional Staff Budget

• Program Budget
• Staff Salaries Budget
• Administration Salaries Budget
• Categorical Budget
• Total Expenditures Budget

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 SOURCES OF REVENUE

• Allocations from District

• Facilities Rentals

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 BUDGET CUT #1 : TEACHER POSITION
ELIMINATED
• Budget cuts led to eliminating a teaching
position.
• Based on enrollment data, a teacher from
the 3rd grade will be released instead of a
kindergarten teacher.
• Every teacher involved in this situation
will benefit

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 BUDGET CUT #2: SCHOOL BUDGET CUT

• 10% decrease in overall school budget

• Effects of cuts will not be long term.
Plan of action in place to make up for the
loss in funding.
• All programs within the budget will
remain the same.
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 PROMOTING CONTINUAL & SUSTAINABLE
SCHOOL IMPROVEMENT AFTER BUDGET CUTS
• Students needs are first, while meeting
the needs of staff
• Increasing the involvement of
stakeholders promoting continuous &
sustained school improvement
• Carefully planning and examining of
data

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 THE SCHOOL’S VISION & MISSION DURING THE
BUDGET CUT PLAN
• Success of students and meeting their needs is priority
• Keeping staff’s needs in mind
• Promotion of student success is also a part of community involvement
 RESOURCES TO MANAGE SCHOOL OPERATIONS
DURING BUDGET CUT PLAN
• Human
• Fiscal
• Technological

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 DIVERSE COMMUNITY RESOURCES DURING
BUDGET CUT PLAN
• ELCC Standard 4
• Community Resources

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 ADVOCATING STUDENTS NEEDS IN THE
BUDGET CUT PLAN
• Defend and modify the budget when needed
• Maintain suitable and appropriate class sizes
• Younger children need more help and attention
• Keep programs successful & allocation of funds intact
 CURRENT POLITICAL INITIATIVES AND
EMERGING TRENDS IN THE BUDGET PLAN
• Direct response to the latest legislation
• Sustaining success, while keeping
emerging trends at the forefront

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 IMPLEMENTATION OF THE BUDGET CUT PLAN
(MONITOR & EVALUATE)
• Observations of the 3rd grade classrooms
• Track enrollment data regularly
• Create a team to plan fundraisers and to
reach out to potential sponsors
• Continuous activity on social media
platforms on fundraising opportunities

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 REFERENCES

• Calvo, N. (2011). Opportunities and Challenges of Student-Based Budgeting. District Administration, 47(5), 80–81.

Retrieved from https://search-ebscohost-com.lopes.idm.oclc.org/login.aspx?
direct=true&db=a9h&AN=61864418&site=ehost-live&scope=site
• Cooper, K. L. (2011). Budgeting Based on Results. School Administrator, 68(1), 18–21. Retrieved from https://search-
ebscohost-com.lopes.idm.oclc.org/login.aspx?direct=true&db=eric&AN=EJ914003&site=ehost-live&scope=site
• National Policy Board for Educational Administration. Educational leadership program recognition standards. (2011,
November). Retrieved from http://npbea.org/wp-content/uploads/2018/01/ELCC-Building-Level-Standards-2011.pdf
• Sorenson, R. D., & Goldsmith, L. M. (2013). The principals guide to school budgeting. Thousand Oaks, CA: Corwin
• Odyssey Institute for Advanced and International Studies. (2019) Student: Vision and Mission: AZ (Legal). Parent and
Student Handbook. Retrieved from http://s3.amazonaws.com