ACSA NEW SUPERINTENDENTS

WORKSHOP

WORKING WITH YOUR CB0

January 28,2015

AGENDA

1. The CBO Match 2. CBO Professional Traits 3. What CBO’s Want You to Know 4. Preparing for Negotiations with the

CBO 5. Budget Development/Management 6. CBO Board/Community Presentations

THE CBO MATCH

CBO PROFESSIONAL TRAITS

Has a sense of humor Plays no favorites….does the right thing Addresses issues in a timely manner Takes the 10,000 view at times Is part of the “team”--Advisory cabinet Utilizes chain-of-command Limits negative comments to appropriate

setting

CBO PROFESSIONAL TRAITS (cont.)

Communication style a fit for the position and Superintendent

Interacts well with staff and supervises effectively

Develops a Relationship with the County Office

Interacts appropriately with the Board and Community

CBO INPUTWhat CBO’s Want You to Know… Don’t give away the

farm…..once….twice…! Trust goes both ways Communicate…no surprises! Check before saying “Yes” Effectiveness increase when part of the

Cabinet The necessity of being supported Don’t play Santa Claus….too often!

NEGOTIATIONSPreparing with your CBO

Know Board’s expectations Know you budget Know the latest Governor’s budget

projections Know your team…and the bargaining unit’s Talk in MYP terms—3’s Be clear and keep it simple When in doubt….caucus Keep the Board informed AB 1200 requirement

NEGOTIATIONSKnow Your Budget

Cost of: 1% 1 day of salary Step and column STRS and PERS increase Health benefits—annual increase, cost of

plans, most used plans, average cost per fte

NEGOTIATIONSKnow Your Budget (cont.)

Additional areas: Comparable district information—total

comps LCFF budget—Base,

Supplemental/Concentration LCAP budget priorities Know if you are deficit spending Plan with your Ending Fund Balance and

Unassigned Balance in mind Know your Reserve percentage

BUDGET DEVELOPMENT/MANAGEMENT

Utilizing a budget calendar Presenting—concise, clear,

understandable Know your budget—LCFF, LCAP, etc. Know Board’s priorities Use realistic assumptions Utilized CALPADS information Verify enrollment, sub-group numbers,

ADA

CBO PRESENATATIONSBoard/Community Interaction

Know the purpose and audience Tell “our” story Teach what you want them to remember Review with Superintendent before

presenting No surprises Transparency

QUESTONS?

Thank You and Good Luck!

Steve JorgensenWindsor Unified School District

sjorgensen@wusd.org