Please direct inquiries to: Dr. Demond Means, Superintendent (262) 238-8502 dmeans@mtsd.k12.wi.us FOR IMMEDIATE RELEASE: October 29, 2012 Mequon-Thiensville School District Releases Administrative MEQUON, Wis. The Mequon-Thiensville School District has released its Administrative, outlining specific curricular and fiscal recommendations for best implementing the Board of Education s strategic plan. As part of the board s strategic planning process, the board charged the district s administrative team with the task of developing key steps to take in executing the goals set forth in the Strategic Plan. The Strategic Plan articulates powerful goals and aspirations for our students, and I am pleased that the board has set the bar so high for our school district, said Dr. Demond Means, Superintendent of Schools. Understandably, the board will have to make difficult policy and fiscal decisions in the coming years to implement this plan. The Administrative provides a series of recommendations that align with what the board has outlined in the Strategic Plan and wishes to accomplish for our district. The Strategic Plan, approved by the board on October 22, consists of the mission and vision statements, guiding principles and strategic goals of the district moving forward. The Administrative provides a recommended framework for accomplishing these goals. It has been released to ensure total transparency for the community. The Administrative is a compilation of the district s leadership s best analysis of what it will take to effectively execute the meticulously crafted vision and goals of the Board of Education. The recommendations in the Administrative Action Plan that require scarce fiscal resources necessitate board action. The Board of Education retains the authority to approve or reject any of the items. The truly difficult part of implementing the Strategic Plan starts in developing the 2013-2014 school year budget, said Means. A budget should always reflect the vision and guiding principles of an organization. The Board of Education spent hundreds of hours framing the vision for the district, and the next step is to enact necessary budgetary steps to achieve it. ###
ADMINISTRATIVE ACTION PLAN October 2012
PURPOSE The Board of Education s Strategic Plan consists of the mission and vision statements, the guiding principles and strategic goals of the District, which the Board of Education approved during its October 22, 2012 business meeting. The purpose of the Administrative is to ensure the effective execution of the Board s Strategic Plan. The Administration is an ongoing working document and is subject to change. Recommendations embedded in the Administrative require approval from the board following a formal presentation by Administration at an open business meeting. These recommendations will be vetted by not only the Board of Education, but also the public, which will have the opportunity to offer feedback to administration and the board at future board meetings. The Mequon-Thiensville School District has always believed in being transparent in its operations. As recommendations associated with the Administrative progress through the proper governance process at the board level, the public will receive ample notice and the opportunity to provide input.
PROCESS OF APPROVAL Administrative Action Item (Recommendation) Action Item will appear on Board of Education Agenda for a Monthly Business Meeting as "Action to Approve..." Agenda and Report Posted on MTSD Website Board of Education Agendas are posted 24 hours (the Friday before) a Business Meeting. The Administrative Report relating to the Action Item will be posted with the agenda the Friday before a Business Meeting. Administrative Recommendation and Presentation Administration will present the Action Item and Recommendation at the Board of Education Business Meeting. Discussion occurs following the Administrative Presentation, allowing the Administration to answer questions from Board Members and the. Board of Education Motion to Approve/Reject Action Item The Board of Education will take a formal vote to approve/reject the Administrative Action Item. If more information is required then an Action Item may be tabled to a later Business Meeting of the Board.
Strategic Goal #1: Maximize the academic achievement and personal growth of each Mequon- Thiensville student. 1a. Guarantee a rigorous PK- 12 curriculum that equips all students to achieve college and career goals. Development of school growth plans every two years Fall 2012 Building Expand AVID to become certified high school program Expand AVID to become certified high school program Achievement of goals outlined in the school growth plans Expand AVID to become certified middle school program Align curriculum to the Common Core Standards for ELA and Mathematics Align 6-12 curriculum to increase AP enrollment and success Expand AP course offerings in 9-12 Budget Approved Spring 2013 CIA High School Site Fee $3,250.00 N/A $0.00 Budget Approved Spring 2013 CIA Pending Board November, 2012 Pending Board November, 2012 Spring 2014 Building High School Tutor Compensation Professional Development $100,000.00 CIA N/A $0.00 Spring 2014 CIA MTAP Job Embedded Curriculum Writing $8,000.00 N/A $0.00 Professional Development (Shared with 4a) Site Fees ($6,650) Libraries ($6,500) Training ($30,000) Tutor Compensation ($12,000) $100,000.00 $55,150.00 $15,000.00 Common Core Training $15,000.00 Spring 2014 CIA N/A $0.00 AP Vertical Team Training $7,500.00 Expand dual credit and articulated credit offerings Fall 2012 grades 9-12 High School High School N/A $0.00 Tests, Resources, Teacher Training, Summer Curriculum Writing $40,000.00 N/A $0.00 CIA Budget $0.00 Accelerate a review of all curriculum to align with new state and national standards Spring 2015 2014-2015 CIA MTAP Job Embedded Curriculum Writing $40,000.00 N/A $0.00
Strategic Goal #1: Maximize the academic achievement and personal growth of each Mequon- Thiensville student. 1a. Guarantee a rigorous PK- 12 curriculum that equips all students to achieve college and career goals (cont.). Expand AP course offerings in 9-12 Pending Board November, 2013 Fall 2014 2014-2015 High School N/A $0.00 Tests, Resources, Teacher Training, Summer Curriculum Writing $40,000.00 Expand dual credit Pending Board and articulated credit offerings November, 2013 grades 9-12 Fall 2014 2014-2015 High School N/A $0.00 CIA Budget $0.00 1b. Guarantee a comprehensive and innovative K- 12 program designed to meet students' diverse needs and interests. Identify skills to be taught in CTE offerings to best meet workforce needs Budget Approved Spring 2013 CIA N/A $1,000.00 N/A $0.00 1c. Guarantee delivery of high quality instruction to ensure the college and career readiness of all students. Evaluate current support structures Budget Approved Spring 2013 for K- 12 at- risk students Evaluate current K- 12 gifted talented program Implement K- 6 World Language Mandarin grades 9-12 Redesign Career Technical Education offerings Pending Board January 2013 Pending Board January 2013 Implement GEDO2 program for credit deficient seniors Audit student post- secondary enrollment and persistence using national clearinghouse system Pupil Services N/A $1,000.00 N/A $0.00 Winter 2014 CIA Program Review/Site Visits $0.00 N/A $0.00 CIA N/A $0.00 Staffing, Resources/Materials $350,000.00 CIA Staffing (0.2 FTE) N/A $0.00 Fall 2014 2014-2015 CIA N/A $0.00 TBD $0.00 Fall 2015 Budget Approved Spring 2013 2015-2016 High School Assistant Specialist CESA #1 Contract (Tuition) $83,000.00 Total Program Start Up (1.0) $125,000 $42,000.00 Audit $500.00 N/A $0.00
Strategic Goal #1: Maximize the academic achievement and personal growth of each Mequon- Thiensville student. Define 1c. Guarantee appropriate delivery of high classroom Information and quality instruction to technology to Budget Approved Winter 2012 Technology ensure the college promote college Manager and career readiness and career of all students (cont.) readiness Expand internal and external staff development opportunities in the school calendar Align RtI practices to specific disability criteria Provide appropriate instructional technology in all learning environments (annually) PD for using assessment data to guide instructional decisions Site Visits $2,000.00 N/A $0.00 Winter 2013 CIA N/A $0.00 $0.00 Dec- 13 Annually Winter 2014 2014-2015 Pupil Services Information and Technology Manager Curriculum Specialist for N/A $0.00 $0.00 PTO/MTEF/Grant Funded Additional Allocation $150,000.00 Technology $0.00 MTAP Job Embedded Training See 1a (Page 5) N/A $0.00 1d. Ensure the Increase the instruction of positive percentage of social and emotional students grades 5- skills in order to 12 engaged in develop growth in all community students. service Building N/A $0.00 $0.00 Use ACT Engage and other student engagement survey data to develop a more inclusive school climate Pupil Services N/A $0.00 Engage $12/Student 6-12 grade $20,000.00
Strategic Goal #1: Maximize the academic achievement and personal growth of each Mequon- Thiensville student. Maintain or increase the 1d. Ensure the percentage of instruction of positive secondary school social and emotional students engaged skills in order to in co- curricular develop growth in all (fine arts, athletics students (cont.). and academic) activities Identify tartgeted age- appropriate emotional and social skills expected of MTSD students Fall 2015 2015-2016 Secondary Building Pupil Services N/A $0.00 $0.00 Goal #1 s $669,650.00
Strategic Goal #2: Achieve more effective decision- making through improved systems and proceesses. 2a. Systemize the collection and analysis of multifaceted data to creat greater accountability in the organization. Determine the information key internal stakeholders would like to access from the data warehouse (focus groups/survey) Based on data from the completed focus groups/survey, select a warehouse system Annually, the evaluation to determine the effectiveness of the data warehouse system will be conducted through a survey of staff and administration Summer 2013 Curriculum Specialist for Winter 2013/2014 CIA Pearson Inform $15,000.00 New Data Warehouse Staff Training $5,000.00 Spring 2015 2014-2015 CIA N/A $0.00 None - Online Survey $0.00 2b. Provide integrated information that allows district personnel to make informed decisions. Develop, align and expand K- 12 assessments (annually) Annually Curriculum Specialist for Developing K- 12 assessments $64,200.00 Expansion of NWEA software for high school $7,000.00 Annually, the District will measure the effectiveness of the K- 12 assessment program Annually CIA
Strategic Goal #2: Achieve more effective decision- making through improved systems and proceesses. Conduct and analyze a school 2c. Regularily monitor climate and Pupil and report satisfaction survey Services and stakeholder input for for parents, Spring 2013 transparency of students and management in the community Personnel organization. members (Bi- Annually) Implement appropriate changes based on results from the school climate and satisfaction survey Spring 2014 - Annually Pupil Services and Personnel Survey $0.00 See 4c $0.00 2d. Align program outcomes, classroom outcomes and student outcomes to ensure accountability at all levels of the school district. Student Outcomes: Develop student achievement accountability indicators Fall 2012 Building Classroom Outcomes: Utilize classroom goal setting to monitor student growth based on achievement of student learning outcomes (ongoing) Ongoing Building Professional Development Time N/A $0.00 Align and revise reporting systems - beginning with revision of the K- 5 report cards (study) Curriculum Specialist for Program Outcomes: Utilize a program evaluation tool to measure student achievement (bi- annually) Bi- Annual CIA Professional Development Time $30,000.00 ECRA Software $20,000.00
Strategic Goal #2: Achieve more effective decision- making through improved systems and proceesses. 2d. Align program Align and revise outcomes, classroom reporting systems - outcomes and beginning with student outcomes to revision of the 6-8 ensure accountability report cards at all levels of the (Study) school district (cont.). 2e. Consistently execute efficient systems thinking and decision- making processes to ensure organizational excellence. Implement new report card system K- 5 Align and revise reporting systems - beginning with revision of the 9-12 report cards (Study) Implement new report card system 6-8 Implement new report card system 9-12 Administrator, Building Leadership Team, and School Board training in the TregoEd process Establish guidelines for implementation and effective use of the TregoEd process Analyze the decision- making process of the administrative team and the Board of Education Engage in the Baldridge Process in ensure organizational excellence Fall 2014 Fall 2014 Fall 2015 Fall 2015 Fall 2016 2014-2015 2014-2015 2015-2016 2015-2016 2016-2017 Curriculum Specialist for Curriculum Specialist for Curriculum Specialist for Curriculum Specialist for Curriculum Specialist for Superintendent Supplies/Materials $500.00 Staff, Training $1,000.00 Supplies/Materials $500.00 Staff Training $1,000.00 Supplies/Materials $500.00 Staff Training $1,000.00 Administrative Professional Development $20,000.00 N/A $0.00 Superintendent Training Costs $0.00 N/A $0.00 Spring 2014 Superintendent Spring 2015 2014-2015 Superintendent June 2012 Training $10,000.00 Baldridge Certification Data Collection $20,000.00 Goal #2 s $55,000.00
Strategic Goal #3: Ensure fiscal stability and appropriate resources for programming and facilities. Implement strategies to effectively manage employee 3a. Effectively health insurance manage district costs such as plan resources to maintain modifications, the fiscal health of increased the District. premium contributions or carrier changes (not to exceed 5% annually) Annual Business Manager Benefit Consultant (+broker commission) $5,000.00 TBD $0.00 3b. Prioritize the allocation of district resources in alignment with the strategic goals. Review budget monitoring systems to ensure continued prudent financial management (annually) Prepare budgets intended to ensure fund reserves are maintained at a minimum range of 15-20 % of operating costs (annually) Annual Annual Business Manager Business Manager Audit and Moody Rating Process $20,000.00 $0.00 N/A $0.00 $0.00 Prioritize budget reduction items in relation to the strategic plan and Budget Approved Winter 2012 Superintendent $2,000.00 N/A $0.00 the evidence from the tool used in 2d Hire a HR Director Superintendent Legal Fees (Reduce by 10%) $7,200.00 HR Director $140,000.00 Hire a Director Superintendent Communications Consultant (Reduce by 77%) $23,000.00 Director $107,000.00
Strategic Goal #3: Ensure fiscal stability and appropriate resources for programming and facilities. 3c. Effectively manage district resources to ensure the quality, safety and most efficient use of district facilities. Board of Education will determine feasible options to pursue further study and costing Budget Approved Spring 2013 Board of Education Market Appraisals $15,000.00 N/A $0.00 Investigate options for school reorganization K- 12 to maximize the utilizaiton of human resources and facilities Board Direction Provided January, 2013 TBD Business Manager Update district long- range maintenance and facility plan (annually) Annual Building and Grounds Mantenance and facility plan $765,000.00 N/A $0.00 Update realtor 3d. Promote packets, refresh strategies and the prospective family adoption of initiatives portion of the Budget Approved Spring 2013 that have the District website potential to increase and continue to student enrollment. engage realtors on an annual basis Update realtor packets and update content of the District website $1,000.00 N/A $0.00 Conduct annual meeting with corporate relocation specialists in the Greater Milwaukee business community Board Approved Spring 2013 Conduct entry and exit surveys of incoming and withdrawing students in order Budget Approved Winter 2012 to triangulate stakeholder feedback Pupil Services Annual Meeting $1,000.00 N/A $0.00 Entry and Exit Surveys (Total BOE Budget = $65,000) $2,500.00 N/A $0.00
Strategic Goal #3: Ensure fiscal stability and appropriate resources for programming and facilities. 3d. Promote strategies and the adoption of initiatives that have the potential to increase student enrollment (cont.). Redesign District Website as marketing tool to attract prospective families to MTSD Summer 2013 N/A $0.00 Redesign District Website $5,000.00 Increase open enrollment students 5% annually Pending of Open Enrollment Seats Pupil Services N/A $0.00 Total net gain in revenue ($6,500 per student) ($65,000.00) Implement a 4K Program Pending Board November, 2013 Fall 2014 2014-2015 Superintendent N/A $0.00 Based on 2010 Study: Year One $500,000.00 3e. Secure additional sources of revenue. Impact of a 4K program (Year 2) Impact of a 4K Program (Year 3) Impact of a 4K Program (Year 4) Secure funds through naming rights Sell district land Increase revenue through an operational referendum Fall 2014 2015-2016 Superintendent N/A $0.00 Based on 2010 Study: Year Two $25,000.00 Fall 2014 2016-2017 Superintendent N/A $0.00 Fall 2014 2017-2018 Superintendent N/A $0.00 Annual Meeting July, 2014 Pending Board December, 2014 Summer 2014 Spring 2015 Election 2014-2015 Business Manager Based on 2010 Study: Year Three (Profit) Based on 2010 Study: Year Four (Profit) ($150,000.00) ($500,000.00) N/A $0.00 N/A 2015-2016 Superintendent N/A $0.00 Referendum TBD Goal #3 s $62,000.00
Strategic Goal #4: Ensure a climate and culture to sustain excellence. Timeline - Timeline - Implementation Fiscal Year 4a. Advance exemplary professional performace from all faculty and staff through timely and relevant professional development. Offer a professional development program that enables staff to effectively meet the goals outlined in the School Growth Plans Provide ongoing professional development to certified staff specific to the Framework for Teaching Evaluation Model Person Responsible CIA Professional Development $100,000.00 Additional Professional Development (See 1a) Fall 2014 2014-2015 HR Director N/A $0.00 Teachscape Software Training $30,000.00 $0.00 4b. Continually promote a positive, Align PBIS safe and secure practices to environment enhance school conducive to teaching safety and learning. Spring 2014 Building CESA Contract $10,000.00 Stipend for Staff ($1000/building) $6,000.00 Audit current security measures and develop an action plan Building and Grounds Facility Consultants $5,000.00 Security Consultant $0.00 4c. Establish positive and collaborative relations between internal and external stakeholders. Conduct satisfaction surveys with external stakeholders Spring 2013 Contracted Survey Document $2,500.00 N/A $0.00 Expand communication efforts to include the use of websites, e- newsletters and social media Budget Approved Spring 2013 Information and Technology Manager Enhance District Website; Expand Social Media Efforts $3,000.00 Time $0.00 Conduct satisfaction surveys with internal stakeholders Budget Approved Spring 2013 Contracted Survey Document $2,500.00 N/A $0.00
Strategic Goal #4: Ensure a climate and culture to sustain excellence. Timeline - Timeline - Implementation Fiscal Year Person Responsible 4d. Inspire community- wide confidence and pride in our schools through engagement, partnerships, communication and celebration of district accomplishments. Promote a senior passport program - discounted admission into all District activites and programs Implement a communication system to ensure that all resident families with children 4 years old are invited to specified elementary school events 4e. Attract and retain high performing staff. Establish a senior citizen tax exchange program Increase partnerships with businesses and educational organizations in Southeastern Wisconsin Salaries rank in top 5% of CESA #1 schools Develop a statewide and national reputation as a destination school district for professional educators Implement a Merit Pay Compensation System Pending Board February, 2015 Fall 2014 2014-2015 N/A $0.00 Volunteer Coordinator Stipend/Resources $5,000.00 Fall 2014 2014-2015 Superintendent Winter 2013 N/A TBD $0.00 HR Director N/A $0.00 Recruitment Budget $10,000.00 December 2014 (Study Completed) 2015-2016 HR Director N/A TBD Goal #4 s $51,000.00
NEXT STEPS BUDGET DEVELOPMENT BOARD OF EDUCATION BUDGET DISCUSSION 2013-2014 Budget Development Process Phase I: What Resources Does the Board Want to Invest in the 13-14SY Budget? Review Course additions Review Administrative Action Plan Recommendations Identify Board Budgetary Requests for 13-14SY Establish Employee Compensation Goals for 13-14SY Phase II: How Much Does the Vision Cost? Budget Forecasting Completed Budget Options Presented to BoE Projected Enrollment Reviewed Phase III: How to Fund the 13-14SY Budget Review the Administrative List of Possible Budget Reductions - Initially presented in March 2012 Use of Stabilization Fund Discussed Use of Fund Balanced Discussed Final Administrative Recommendation Presented 13-14SY Budget Complete! If unable to cover the costs within the budget, items may need to be reduced (back to Phase I)
NEXT STEPS BUDGET DEVELOPMENT MEQUON-THIENSVILLE SCHOOL DISTRICT 2013-2014 Budget Development Calendar Date to Approve New Courses/Curriculum Proposals for 2013-14SY November 19 th BoE Budget Forecast/Enrollment Projections Updated December 2012 Board Budget Discussion (Phase I) December 2012 to Approve or Reject K-6 World Language Curriculum December 2012 Board Budget Discussion (Phase II and Phase III) January 2013 Board Review 2013-14 SY Administrative Budget Recommendations February 18 th BoE Approve/Reject 2013-14 SY Administrative Budget Recommendations March 18 th BoE Final Staffing Plan Submitted/Contracts Confirmed based on April 1, 2013 Final Changes Updated to Budget April 15, 2013 Preparation of Budget Document, Annual Meeting Brochure April/May/June Approve/Reject Preliminary Budget June 17 th BoE Notice Meetings, Distribute Budget Document and Annual Meeting Brochure July 2013 BUDGET HEARING & ANNUAL MEETING July 29, 2013 Certify September 3 rd Friday Enrollment Equalized valuation Received from Wisconsin Dept. of Revenue Certification of State Aid 3 rd Friday in September On or about October 1 st On or about October 15 th to Approve/Reject October Budget Adjustments/Certification of Tax Levy October 28, 2013