Promoting%20School%20Business%20Managers

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Promoting School Business Managers

• Brad Shortridge
• John Benedetti
• David Hill

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What is the role of a School Business Manager

• A school business manager is a member of the
  administrative staff who helps to ensure the
  smooth operation of the school system.
• By working collaboratively within the school
  system, school business managers make a direct
  contribution to the effectiveness of the schools
  and the academic success of the students.

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Areas of Responsibility

• Areas of responsibility include (but are not
  limited to)
• Strategic and operational management of finances
• Human resources
• Facilities
• Pupil Services (Transportation, Food service)
• Staff development
• Risk Management
• Other duties as assigned

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Finances

• Budgeting
• Provide financial advice
• Accounting
• Generating and monitoring revenue
• Administrating payroll services
• Obtaining, monitoring and costing insurance
  (commercial, medical/dental)
• Developing financial policy

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Human Resources

• Managing the medical/dental plan
• Administering the SR125, HRA, Flex spending, and
  403(b) plans
• Health and safety monitoring
• Staff development
• Providing financial input into all collective
  bargaining contracts
• Handling evaluations and employee discipline
• Workers compensation Insurance

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Facilities

• Ensuring efficient use of utilities
• Managing the cleanliness, safety, security and
  repair of the buildings
• Ensuring that the grounds are maintained properly

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Pupil Services

• Food service program
• Vendors
• Meals
• Cash controls
• Transportation
• Routes
• Equipment
• Personnel
• Discipline

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Risk Management

• Commercial Liability Insurance
• Vendors/Renewals
• Policy Limits/appraisal
• Training staff
• Workers Compensation
• Vendors/Renewals
• Limits
• Training staff/procedures
• Managing employee accidents

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Importance of the role of School Business Manager

• The school business official, in most districts,
  wears many hats and a good SBM can provide the
  following benefits
• Allow leadership personnel to focus on teaching
  and learning
• Maximize the efficiency of all financial
  operations, facilities, and other resources
• Provides the leadership team with a different
  perspective
• Play a vital role in the academic success of
  students

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How do you promote yourself?

• As a school business manager you have four
  different subgroups that you must promote
  yourself to
• Board of Education
• District (administration, teachers, support
  staff)
• Parents
• Community Members
• How do you promote yourself to these different
  groups?

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Promoting yourself to the Board of Education

• As the School Business Manager, you are the
  financial expert in the District.
• Tools to use for promoting yourself include
• Audits (MDA, financials)
• Budgets/Levies (Finance Committee participation)
• Monthly Treasurer Reports
• Bill Listing explanation memos
• Cost savings measures
• Keep list of accomplishments/achievements (e.g.
  cost saving measures, etc)
• Transparency is the key!

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Promoting yourself to the Administration and Staff

• As the School Business Manager, you are the
  financial expert in the District.
• Tools to use for promoting yourself include
• Monthly reports that illustrate budgeted vs.
  actual expenditures (discuss line items that are
  over expended)
• Show how what you do benefits students- (e.g.
  funding for textbook adoption, materials, etc)
• Communicate the financial status of the District
  to provide understanding
• Listen to questions/comments and provide
  rationale for decisions
• Transparency is the Key!

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Promoting yourself to Parents and the Community

• As the School Business Manager, you are the
  financial expert in the District.
• Tools to use for promoting yourself include
• Articles in the local papers
• Documents in the district website
• Finance 101 Course
• Communicate the financial status of the District
• Document cost savings measures
• Listen to questions/comments and provide
  rationale for decisions
• Transparency is the Key!

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Promoting yourself for the next step in your
career

• If the time comes that you either want another
  challenge or you need a change it is important
  that you have positioned yourself for that next
  opportunity.
• Tools to use for promoting yourself include
• Active involvement in the IASBO organization
• Present at conferences
• Foster collegial relationships with SBMs,
  Superintendents, vendors
• Network
• These items will allow you to make a positive
  name for yourself so when that opportunity
  presents itself you will be ready!

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Audience Involvement

• What are some things that you have done to
  promote yourself?
• What are some things that you have seen in the
  past that you would like to incorporate?
• Questions