Assessment Description

You have had experience in Topics 1 and 2 with needs assessment and developing a small group budget. Now shift your thinking toward how to create a large group budget that is aligned to the school’s continuous improvement plan (CIP). Becoming familiar with the funding areas and how to align the budget items to the plan is essential when it comes to budgeting.

A responsibility of the principal is learning what the function and object codes are as they relate to categories within the school budget. As a principal, you will be required to allocate funds into these categories to plan for the upcoming year.

Part 1: Reference Sheet

Using your school’s budget and CIP/SIP, develop a reference sheet that identifies a total of 7-10 school budget line items across three or more budget account categories and align them to the school’s vision, mission, and CIP/SIP. Remember the CIP/SIP should drive the budget.

Use the “Reference Sheet Template” to complete this assignment. If you are unable to obtain a copy of the school budget, use the “Arizona Chart of Accounts,” as a resource for account codes and line items.

Part 2: Reflection

On the “Reference Sheet Template,” write a 250-500 word reflection that explains how the budget line items and categories align to the school’s vision, mission, and CIP/SIP. Reflect on why it is the principal’s responsibility to ensure that the budget aligns to the school’s mission, vision, and continuous improvement initiatives.

APA format is not required, but solid academic writing is expected.

This assignment uses a rubric. Review the rubric prior to beginning the assignment to become familiar with the expectations for successful completion.

You are required to submit this assignment to LopesWrite. A link to the LopesWrite Technical Support Articles is located in Class Resources if you need Helpance.

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Description of the Assessment

You’ve worked with needs assessment and building a small group budget in Topics 1 and 2. Now turn your attention to how to establish a large group budget that is in line with the school’s long-term improvement strategy (CIP). When it comes to budgeting, getting to know the financing areas and how to connect the budget items with the plan is critical.

Learning the function and object codes as they pertain to school budget categories is one of the principal’s responsibilities. You will be needed to distribute monies into these categories as a principal in order to plan for the future year.

Part 1: The Worksheet

Create a reference sheet that identifies a total based on your school’s budget and CIP/SIP.

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