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FY26 BUDGET FEEDBACK MEETING�2.11.25

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AGENDA

  1. Action Items
    1. Approval of Agenda
    2. Approval of Previous Minutes
  2. Discussion Items
    • Budget Development Presentation
      1. ACTION ITEM: GO Team vote on Draft Budget (AFTER presentation and discussion)
  3. Information Items
    • Principal’s Report
  4. Announcements
  5. Adjournment

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MEETING NORMS

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This is a meeting of the GO Team. Only members of the team may participate in the discussion. Any members of the public present are here to quietly observe.

We will follow the agenda as noticed to the public and stay on task.

We invite and welcome contributions of every member and listen to each other.

We will respect all ideas and assume good intentions.

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BUDGET FEEDBACK PRESENTATION & DISCUSSION

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GO TEAM BUDGET DEVELOPMENT PROCESS

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Step 1: Data Review

Step 2: Strategic Plan Review

Step 3: Budget Parameters

(Strategic Priorities)

Step 4: Budget Choices

YOUR SCHOOL STRATEGIC PLAN…

is your roadmap and your role.

It is your direction, your priorities, your vision, your present, your future.

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OVERVIEW OF FY26 GO TEAM BUDGET PROCESS

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Step 1 Update Strategic Plan & Rank Priorities

Step 2 Principals Workshop FY 26 Budget

January 15

Step 3 GO Team Initial Budget Session

January 15-31 

Step 4 Principals Cluster Supt. Discussions

Step 5* GO Team Feedback Mtg. February 10-14

Step 6 Cluster Supt. Review February 17-21

Step 7 Principals HR Staffing Conferences Begin

Feb. 24-27 

Step 8* GO Team Final Budget Approval Meeting

Budgets Approved by March 14

GO Teams are encouraged to have ongoing conversations

* GO Teams will need to take ACTION on the budget at these meetings.

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BUDGET FEEDBACK MEETING

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  • What

During the GO Team Feedback meeting the principal will share the 25-26 Strategic Plan Breakout, provide an overview of the school’s draft budget, share updated tabs from the Excel template, and review/collaborate with the GO Team on the comments/notes to explain the use of school-level flexibility in budget allocations.

  • Why

This meeting provides an opportunity for GO Teams to discuss the principal’s proposed budget and how it supports the school's programmatic needs and key strategic priorities for the 25-26 school year. It also provides the GO Team the opportunity to review and provide feedback on proposed use of school-level flexibility.

  • When

Early February 10 - February 14th, before Cluster Superintendent review.

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Strategic Plan

Priority Ranking

  1. Fostering Academic Excellence for ALL
  2. Building a Culture of Student Support
  3. Equipping & Empowering Leaders & Staff
  4. Creating a System of School Support

Higher

Lower

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FY 26 BUDGET PARAMETERS

FY26 Budget Allocation

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FY26 Ranked School Priorities

Rationale

Fostering Academic Excellence for ALL

There is a need to have a relentless focus on improving student achievement in all subgroups.

Building a Culture of Student Support

There is a need to continue to building on supports in place we have for students across all grade levels in all subgroups.

Equipping & Empowering Leaders & Staff

There is a need to ensure that leaders and staff have the necessary tools in order to have a positive impact on student achievement.

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FY 26 BUDGET PARAMETERS

FY26 Budget Allocation

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FY26 Ranked School Priorities

Rationale

Creating a System of School Support

There is a need to equip all stakeholders with tools to support all students.

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REVIEW OF FY26 SIGNATURE AND TURNAROUND PROGRAM FUNDING PROCESS

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Overview

* The district is piloting a zero-based budgeting (ZBB) process for Signature and Turnaround Program Funds this year.

* Zero-based budgeting (ZBB) is a budgeting process that allocates funding based on program efficiency and necessity rather than budget history. As opposed to traditional budgeting, no item is automatically included in the next budget.

* As such the initial allocation for these programs at all schools will be $0.

Process

* Principals will develop proposed requests for the personnel and non-personnel they need to support the Signature and/or Turnaround Programs at their schools.

* Principals will share and discuss their proposals and rationale for the proposals with their school GO Team for feedback.

* After discussing with their GO Team, principals will submit their request for review by January 31st. Funding for these programs will be provided the week of February 3rd.

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OVERVIEW OF APPROVED SIGNATURE PROGRAM FUNDS

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SIGNATURE PROGRAM FUNDS�REQUESTED VS. APPROVED

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APPROVED Signature Program Funds: $341,032

  • Signature Program Coach
  • Signature Programming Supplies/Resources

Requested Signature Program Funds: $1,011,215

  • Signature Program Coach
  • Signature Program World Language Teachers
  • Signature Programming Supplies/Resources

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WILLIS A. SUTTON MIDDLE SCHOOL�FY26 SUMMARY OF PROPOSED STAFFING AND NON-STAFFING

-

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SUMMARY TAB OVERVIEW

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Position Title

Earned

Funded

Staffed

Dif

Comments

Teachers

Middle School Core

49.50

-

(49.50)

Middle Electives

19.00

-

(19.00)

Teacher Math 6-8

11.00

11.00

Teacher Science 6-8

10.00

10.00

Teacher Social Studies 6-8

10.00

10.00

Teacher ELA 6-8

9.00

9.00

Teacher Art 6-8

2.00

2.00

Teacher Band 6-8

1.00

1.00

Teacher Music 6-8

2.00

2.00

Teacher Orchestra 6-8

1.00

1.00

Teacher Physical Ed 6-8

7.00

7.00

Teacher Performing Arts 6-8

2.00

2.00

Teacher World Language 6-8

12.00

12.00

Teacher Gifted

13.00

11.00

(2.00)

Teacher Social Emotional Learning

-

-

EIP TEACHERS

3.50

5.00

1.50

Teacher REP 6-12

5.00

5.00

Example

The Summary Tab provides a summary of the staff in our school. The columns show how many positions are:

  • Earned – positions allocated by district departments. There is no school-level flexibility with these positions. 
  • Funded – District’s recommended staffing for positions where there is school-level flexibility with staffing the position.
  • Staffed – This shows how the principal plans to staff the position for the FY26 school year.
  • Difference—This shows the difference between the recommendation from the District and the Principal's proposed FY26 staffing plan.
  • Comments: The principal must provide comments if there is a difference in what is Funded and Staffed. Principals and GO Teams will discuss the rationale provided for the Comments section.

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SUMMARY OF POSITION CHANGES TO SUPPORT THE FY26 BUDGET

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CREATED

REMOVED

NA

NA

Summary of Changes

NA

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NON-STAFFING TAB OVERVIEW

FY26 Budget Allocation

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Description

Rec.

Allocation

Diff

Notes

 

 

 

 

 

Reserve

$ 291,149

$ 291,149

$ -

 

Teacher Stipends

 

 

$ -

 

Secretary Overtime

 

 

$ -

 

Contracted Services for Instruction

 

 

$ -

 

Contracted Services for Professional Development

 

 

$ -

 

Web-based Subscriptions and Licenses

 

 

$ -

 

Signature Program Communication/Shipping Fee

 

 

$ -

 

Computer Software

 

$ -

$ -

 

Mileage

 

 

$ -

 

Student Transportation-APS Buses

 

 

$ -

 

District Funded Field Trips

$ 60,886

$ 60,886

$ -

 

Teaching/Other Supplies

$ 81,900

 

$ (81,900)

 

Signature Program Supplies

 

 

$ -

 

Computer Equipment

 

 

$ -

 

Media Supplies

$ 13,104

 

$ (13,104)

 

Example

The Non-Staffing Tab shows how funds are allocated for non-staff items in the school. There is school-level flexibility for most of these items. The tab has columns for: 

  • Recommended—District’s recommended amount to spend on the line item.
  • Allocation – This shows how much the principal is proposing to allocate towards the line item in FY26.
  • Difference—This shows the difference between the recommended amount and the allocation.
  • Notes: The principal must provide comments if there is a difference in what is Recommended and what is Allocated. Principals and GO Teams will discuss the rationale for the notes section.

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DESCRIPTIONS OF STRATEGIC PLAN�BREAKOUT CATEGORIES

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  1. Priorities: FY25 funding priorities from the school’s strategic plan, ranked by the order of importance.
  2. Strategies: Lays out specific objectives for school’s improvement.
  3. Request: “The Ask”  What needs to be funded in order to support the strategy? 
  4. Amount: What is the cost associated with the Request?

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FY26 STRATEGIC PLAN BREAK-OUT

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Priorities

Strategies

Requests

Amount

Fostering Academic Excellence for ALL

Implementation of tiered blocks of instructional support, Math & ELA PL, & Implementation of IBMYP Program

2 Connections Teachers

IB Instructional Coach

$413,335

Building a Culture of Student Support

Weekly SEL Lessons via Second step curriculum, Tiered blocks of instructional support, behavior data to support individual and group counseling for students

2 Connections Teachers

IB Instructional Coach

4 Counselors

$413,335

Equipping & Empowering Leaders & Staff

Collaborative approach to budgeting, ensuring staffing in areas outside academics that meets the needs of students. (counselors, SELTs, Admin, IB Coach, DLI ESOL Coordinator.

Set aside funds to meet training and endorsement needs

4 Counselors

1 IB Coach

2 Instructional Coaches

1 DLI/ESOL Coordinator

7 Administration

3 SELTS

PL Services ($20k)

$1,890,877

Creating a System of School Support

Host at least 4 parent events with translation present

Multiple modalities to access school events

Training and support to parents (Parent University)

NA

NA

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FY26 BUDGET BY FUNCTION

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* Based on Current Allocation of School Budget

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FY26 BUDGET BY FUNCTION

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* Based on Current Allocation of School Budget

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QUESTIONS FOR THE GO TEAM TO CONSIDER AND DISCUSS

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Strategic Alignment and School-Level Flexibility

    • Does this budget proposal, as a whole, effectively support our school's strategic priorities?
    • How do the principal’s proposed changes directly support priorities in our strategic plan? Can we clearly connect each adjustment to a strategic goal?
    • If new positions, resources, or programs are being added, what data or feedback supports these changes? How will we measure their impact?
    • What trade-offs are involved? Are any current programs or resources being adjusted or reduced, and how will that affect our students and staff?

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QUESTIONS FOR THE GO TEAM TO CONSIDER AND DISCUSS

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District and Cluster Priorities

    • How do these proposed changes align with district and cluster priorities? Do we foresee any challenges or misalignments?
    • If the district has allocated funds for specific initiatives – for example Signature Programs - how are those reflected in our budget?
    • If we are sharing staff positions (e.g., nurse, counselor, teacher), how will this affect student support and service delivery at our school?

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DISCUSSION OF RESERVE & HOLDBACK FUNDS

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PLAN FOR FY26 LEVELING RESERVE

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Priorities

Strategies

Requests

Amount

Fostering Academic Excellence for ALL

Implementation of tiered blocks of instructional support, Math & ELA PL, & Implementation of IBMYP Program

Purchase additional teacher if needed

$130,000

Building a Culture of Student Support

Weekly SEL Lessons via Second step curriculum, Tiered blocks of instructional support, behavior data to support individual and group counseling for students

Teacher Stipends

$38,000

Equipping & Empowering Leaders & Staff

Collaborative approach to budgeting, ensuring staffing in areas outside academics that meets the needs of students. (counselors, SELTs, Admin, IB Coach, DLI ESOL Coordinator.

Set aside funds to meet training and endorsement needs

Remaining balance: additional resources, equipment, professional development, teaching supplies, etc.

$123,000

Creating a System of School Support

Host at least 4 parent events with translation present

Multiple modalities to access school events

Training and support to parents (Parent University)

Remaining balance: additional resources, equipment, professional development, teaching supplies, etc.

$123,000

$291,149

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WHERE WE’RE GOING

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What:

During this meeting we will review the budget, which should be updated based on feedback from the staffing conference, Associate Superintendents, and key leaders. After review, GO Teams will need to take action (i.e., vote) on the FY25 Budget. 

Why:

Principals will present the final budget recommendations for GO Team approval. 

When:

All approval meetings must be held after staffing conferences. Budgets must be approved by March 15th

Our next meeting is the Budget Approval Meeting 

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WHAT’S NEXT?

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  • February
    • Cluster Superintendent Review (February 17-21)
    • HR Staffing Conferences (February 24– February 27)
  • March
    • Final GO Team Approval Meeting (AFTER your school’s Staffing Conference and BEFORE Friday, March 14th)
      • ACTION (i.e.- GO Team votes) on final budget recommendation before March 14

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THANK YOU!