Finance & Accounting: Full Team by Connor Allman https://padlet.com/callman_indepcontractor/7ukpyxd3h5n11383 Please complete this Padlet to share your team's pluses, deltas, and Draft 22-23 SY Strategic Priorities. School Leaders will have an opportunity to provide feedback and dot vote on priorities during the SL Stepback on 2/17. Thank you! en-us 2022-02-09 02:37:31 UTC 2025-10-28 00:08:37 UTC hello@padlet.com More benchmark meeting https://padlet.com/callman_indepcontractor/7ukpyxd3h5n11383/wish/2053895219 2022-02-17 19:02:32 UTC https://padlet.com/callman_indepcontractor/7ukpyxd3h5n11383/wish/2053895219 Credit card reconciliation takes a lot of time for me. Is there any best practices you can share or is there a different system we can implement? https://padlet.com/callman_indepcontractor/7ukpyxd3h5n11383/wish/2053897579 2022-02-17 19:03:52 UTC https://padlet.com/callman_indepcontractor/7ukpyxd3h5n11383/wish/2053897579 https://padlet.com/callman_indepcontractor/7ukpyxd3h5n11383/wish/2053899560 Please try not to send emails to school leaders after 7pm on weekdays, over weekends, and on breaks. Even when they are opened during work hours, knowing they can come at any time contributes to a feeling of not being able to disconnect from work after hours.]]> 2022-02-17 19:04:57 UTC https://padlet.com/callman_indepcontractor/7ukpyxd3h5n11383/wish/2053899560 Living budgets where CC reconciliation and invoice approvals automatically feed into a soft budget so that schools have living budgets that a SL does not need to spend hours a week maintaining. https://padlet.com/callman_indepcontractor/7ukpyxd3h5n11383/wish/2053899878 2022-02-17 19:05:06 UTC https://padlet.com/callman_indepcontractor/7ukpyxd3h5n11383/wish/2053899878 Waterfall has been a wonderful resource! Thank you for creating this https://padlet.com/callman_indepcontractor/7ukpyxd3h5n11383/wish/2053900544 2022-02-17 19:05:28 UTC https://padlet.com/callman_indepcontractor/7ukpyxd3h5n11383/wish/2053900544 https://padlet.com/callman_indepcontractor/7ukpyxd3h5n11383/wish/2053903894 It would be really helpful to get more accurate information in budget meetings- sometimes we hear “you’re on track” and find out after the fact there are concerns that weren’t flagged.

It would be helpful to have a written summary of what is discussed in the meeting with clear next steps or suggestions. For example, “keep an eye on instructional materials line item spending, try to reduce over the next month to x amount” ]]> 2022-02-17 19:07:17 UTC https://padlet.com/callman_indepcontractor/7ukpyxd3h5n11383/wish/2053903894 Adaptive isn't the most user friendly, or maybe more training is needed. https://padlet.com/callman_indepcontractor/7ukpyxd3h5n11383/wish/2053904512 2022-02-17 19:07:36 UTC https://padlet.com/callman_indepcontractor/7ukpyxd3h5n11383/wish/2053904512 https://padlet.com/callman_indepcontractor/7ukpyxd3h5n11383/wish/2053905059 While it is nice to have access to adaptive it is still really hard to use. Is there a way to get more clarity and insight into budget in a simpler way on a more regular basis!]]> 2022-02-17 19:07:53 UTC https://padlet.com/callman_indepcontractor/7ukpyxd3h5n11383/wish/2053905059 Improve system for maintaining budget and flagging discrepancies before meeting with the finance team https://padlet.com/callman_indepcontractor/7ukpyxd3h5n11383/wish/2053905560 2022-02-17 19:08:09 UTC https://padlet.com/callman_indepcontractor/7ukpyxd3h5n11383/wish/2053905560 More transparency with staff at all levels about budget https://padlet.com/callman_indepcontractor/7ukpyxd3h5n11383/wish/2053908015 2022-02-17 19:09:31 UTC https://padlet.com/callman_indepcontractor/7ukpyxd3h5n11383/wish/2053908015 New leader onboarding of all systems https://padlet.com/callman_indepcontractor/7ukpyxd3h5n11383/wish/2053915272 2022-02-17 19:13:26 UTC https://padlet.com/callman_indepcontractor/7ukpyxd3h5n11383/wish/2053915272 Throughline https://padlet.com/callman_indepcontractor/7ukpyxd3h5n11383/wish/2053922914 Up-to-date budget information provided regularly to all SLs regarding projections and concerns]]> 2022-02-17 19:17:38 UTC https://padlet.com/callman_indepcontractor/7ukpyxd3h5n11383/wish/2053922914 https://padlet.com/callman_indepcontractor/7ukpyxd3h5n11383/wish/2053923418 a school team meeting with finance at the start of the school year - maybe the whole SL team so everyone is aware and gets the same information]]> 2022-02-17 19:17:54 UTC https://padlet.com/callman_indepcontractor/7ukpyxd3h5n11383/wish/2053923418 More stakeholders https://padlet.com/callman_indepcontractor/7ukpyxd3h5n11383/wish/2053926559 Larger buy-in from the school community around budget and a Teacher/Family/Student voice in how money is spent aligned to specific priorities.]]> 2022-02-17 19:19:43 UTC https://padlet.com/callman_indepcontractor/7ukpyxd3h5n11383/wish/2053926559 Taking feedback to improve format and presentation for budget meetings https://padlet.com/callman_indepcontractor/7ukpyxd3h5n11383/wish/2053939744 2022-02-17 19:26:19 UTC https://padlet.com/callman_indepcontractor/7ukpyxd3h5n11383/wish/2053939744