FRISCO ISD BUDGET WORKSHOP

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1 FRISCO ISD BUDGET WORKSHOP September 6,

2 Agenda What happens now? What happens next? Process Leadership Work Plan Budget Principles, Goals & Vision Timeline 2

3 What happens now? Prioritize savings where possible within the already adopted budget Reduce staff travel Reduce professional development Scrutinize hiring Utilize fund balance as necessary 3

4 What happens next?

5 What happens next? Memorial HS Administrators $391,000 Teachers $4,560,000 Lawler MS Administrators $256,000 Teachers $2,670,000 Talley & Liscano ES Administrators $338,000 Teachers $4,380,000 Other Professionals $428,500 Other Professionals $345,500 Other Professionals $374,000 Paraprofessionals $345,500 Auxiliary $237,000 Total Staffing $5,962,000 Paraprofessionals $232,250 Auxiliary $120,000 Total Staffing $3,623,750 Paraprofessionals $356,500 Auxiliary $148,000 Total Staffing $5,596,500 Total staffing costs for 4 new schools = $15,182,250 *note this does not include additional costs related to opening schools, such as utilities, maintenance or transportation 5

6 What happens next? Reduce central administration costs as much as possible Freeze salaries Delay opening of new schools until Utilize fund balance if needed 6

7 Priorities Based Budgeting

8 What happens next? Reset our budget based on priorities What are the district s priorities? $ Priorities Budget How can the district pay for those priorities? $ Savings Options Fund high priority areas that will have the greatest impact on students Reduce or eliminate spending in areas that don t align with priorities $ Within both investments and savings options, there are opportunities to make current spending more efficient $ 8

9 Process Leadership 1 Steering Committee Outside Support Provide technical assistance support to district for one or multiple efforts within process (If needed) Project Manager Manage overall process and coordinate efforts between each team involved Community & District Stakeholder Committee Contribute guidance to the process from perspectives of key community and district stakeholders Board of Trustees Contribute guidance to the process from a governance perspective 2 3 Oversee overall direction and decisions of the priorities-based budget process Working Group Manage day to day aspects of the work; oversee analysis of the action teams; synthesize findings into concrete recommendations for final approval from the Steering Committee Action Team Action Team Action Team Conduct the analysis and investigation into each of the instructional priorities and cost savings options Action Team (one Action Team per area) 9

10 Process Leadership Steering Committee Responsibilities Dr. Jeremy Lyon Katie Kordel Richard Wilkinson Todd Fouche Doug Zambiasi Pam Linton Kenny Chandler Melissa Fouche Chris Moore Kimberly Pickens Superintendent Deputy Superintendent Curriculum & Instruction Deputy Superintendent Business Services Director of Finance Deputy Superintendent Support Services Assistant Superintendent Human Resources Assistant Superintendent Student Services Executive Director Technology & Media Services Executive Director Communications & Community Relations Chief Financial Officer Set overall district vision and goals for process Determine district priorities and associated investments; review proposals of savings areas to pay for those priorities Meet regularly to review the work from the Working Group and to make key decisions based on the findings Assess the level of stakeholder understanding and support 10

11 Process Leadership Working Group Responsibilities Doug Becker Transportation Mia Bennett Elementary Instruction Brenda Berry Guidance & Counseling Terri Gladden Roach MS Pete Hazzard Fine Arts James Iorio Robertson ES Duana Kindle Human Resources Sue Kirk Alternative Programs David Kuykendall Athletics Kacey Maas Smith ES Dianna Manuel CTE Center Cory McClendon Human Resources Cheryl McDonald Digital Learning Allison Miller FEF Mark Mimms Heritage HS Gary Nye Assessment/Accountability Deidre Parish Professional Learning Angela Romney Secondary Instruction Brenna Rose Benefits Tim Sanz Risk Management Marcia Shannon Special Education Debra Tredennick Child Nutrition Blake Vaughn Maintenance Barbara Warner Scoggins MS Primary coordinators of initiative Produce deliverables and monitor regular output Convene every 2 weeks to mark milestones and ensure accountability Recommend decisions to the steering committee Oversee the work of action teams Jaime McCracken Communications Robin Turnbull & Terry Latimer Accounting 11

12 Process Leadership Action Teams Team size and structure will vary based on the budget area and/or initiative assigned Focus areas depend on savings options and priorities Each team will include a representative from the Working Group and stakeholders (district employees) relating to the area of focus Responsibilities Conduct deep-dive analysis/research Size the investment or savings opportunities Create implementation plans to achieve goals Synthesize results Present findings and recommendations to the Working Group 12

13 Process Leadership Stakeholder Committee Parents/Community members Campus Administrators Teachers Paraprofessionals Auxiliary Staff Responsibilities Support the Steering Committee and Working Group Provide a reality check on messaging and outreach throughout the process Meet approximately 6 times to reflect on the process Serve as champions of the process with their peers and the community at large 13

14 Work Plan Month Plan and Prepare 1. Organize Process 2. Assess Landscape 1 2 Introduce process Announce Priorities Feedback on Savings Options Submit Budget 3. Engage Stakeholders Set Priorities 4. Develop Priorities 5. Estimate Cost of Priorities 3 Pay for Priorities 6. Identify Top Savings Options 7. Analyze Top Savings Options 8. Balance Budget Tradeoffs 4 5 Implement Plan Ensure Sustainability 9. Adopt Strategic Finance Plan 10. Adopt Annual Budget 11. Build Internal Capacity 12. Plan for Continuous Improvement Ongoing 6 7 Steering Committee Meeting Stakeholder Committee Meeting 14

15 Budget Principles, Goals & Vision Budget Principles Ensure development and maintenance of the instructional program at the highest possible level of excellence while addressing the needs created by growth in the student population Allocate personnel units in a manner that will maintain the effective and efficient practices adopted by the district Prioritize the distribution of funds to address the needs of the district in relation to both the academic and operational functions of the district Meet the community standards and goals and objectives adopted by the Board of Trustees Maintain the district's efforts to continue as one of the top rated school districts in the state 15

16 Budget Principles, Goals & Vision Goals & Vision A successful priorities based budget process will result in a balanced and sustainable budget that is aligned with the district s mission of knowing every student by name and need. Throughout this process, our focus will be on student learning, and we will be cautious not to be short-sighted in the long-term impact of our decisions. FISD will build support for this initiative with staff and the community by listening, encouraging input, and maintaining transparency. As a district, our priorities are: Protect the classroom by guiding and supporting high levels of learning for all students. Recruit, retain and support an effective teacher in every classroom and an effective principal in every school. Commit to the whole child by providing social, emotional, physical and academic support. Provide a safe, secure and well maintained learning environment. Continue to maximize student opportunities through the small schools model. As part of the budget development process, we will work to reduce or eliminate spending in areas that do not align with our identified priorities. 16

17 Timeline Introduce the process, review the district landscape, and determine objectives Continue evaluating the cost of priorities and begin to identify top savings options. Review budget trade-offs and evaluate budget recommendations. (Jan Mar) Prepare budget document based on the strategic financial plan. (Apr Jun) Sep. Oct. Nov. Dec. Jan. Feb. Mar. Apr. May Jun. Set district priorities and begin estimating costs. Begin setting up action teams as necessary. Continue to evaluate savings options and begin reviewing budget trade-offs. Develop the strategic financial plan based on budget recommendations. (Feb May) 17

18 Questions?

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