Week 1 Immediate goals/needs Information Needed: Begin meeting with board members Are Contracts Signed and positions filled? Perspective on the district Do we have any current capital projects underway or major View of school/community relations technology initiatives underway? What is their status? Influential/political/financial community members Do we have enough cash reserves to meet our short-term financial obligations? Sources of Information: Meet with the business manager to review and develop an Business manager understanding of District secretaries Financial responsibilities Previous board reports Internal controls School website and audit reports Line-item budget Unspent authority Weeks 3 & 4 Etc . . . Information Needed: Review bid process and make sure all bids are completed for the Review current board/district goals. upcoming year Begin to review overall financial health and practices of the Continue meeting with support services district. Informally visit with the administrative team and Association strength and relations with Sources of Information: Business manager & board/superintendent’s secretary board/administration If possible, the outgoing superintendent relations Previous board reports, CSIP Begin a more in-depth look at finances of the district Board president Enrollment trends and current enrollment figures Previous audit reports Open-enrollment in and out Student/Teacher Ratio Week 2 Fund Balances Information Needed: Network with influential community members informally and Make sure the district is ready for registration possibly develop a formal periodic process Student fee’s set and permissible by state law textbooks, activity, driver education, etc . . Sources of Information: Review and establish board meeting responsibilities with the Business manager and business office staff business manager & building administrators. CAR Data Begin meeting with Support Services (head of food service, Past year’s board reports (secretary’s financial reports) technology, transportation, and maintenance) Recapitulation reports for previous year Status of their departments Iowa Department of Education Website Major projects Major needs
Week 1 Information Needed: Are Contracts Signed and positions filled? Do we have any current capital projects underway or major technology initiatives underway? What is their status? Do we have enough cash reserves to meet our short-term financial obligations? Meet with the business manager to review and develop an understanding of Financial responsibilities Internal controls Line-item budget Unspent authority Etc . . . Review current board/district goals. Begin to review overall financial health and practices of the district. Sources of Information: Business manager & board/superintendent’s secretary If possible, the outgoing superintendent Previous board reports, CSIP Board president Previous audit reports Week 2 Information Needed: Make sure the district is ready for registration Student fee’s set and permissible by state law textbooks, activity, driver education, etc . . Review and establish board meeting responsibilities with the business manager & building administrators. Begin meeting with Support Services (head of food service, technology, transportation, and maintenance) Status of their departments Major projects Major needs Immediate goals/needs Begin meeting with board members Perspective on the district View of school/community relations Influential/political/financial community members Sources of Information: Business manager District secretaries Previous board reports School website and audit reports Weeks 3 & 4 Information Needed: Review bid process and make sure all bids are completed for the upcoming year Continue meeting with support services Informally visit with the administrative team and Association strength and relations with board/administration relations Begin a more in-depth look at finances of the district Enrollment trends and current enrollment figures Open-enrollment in and out Student/Teacher Ratio Fund Balances Network with influential community members informally and possibly develop a formal periodic process Sources of Information: Business manager and business office staff CAR Data Past year’s board reports (secretary’s financial reports) Recapitulation reports for previous year Iowa Department of Education Website