Presented By Brandeis University Heller School for Social Policy

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Presented ByBrandeis University Heller School
for Social Policy Management
Strategically Planning for Results-Based
Budgeting March 2, 2007
Steven H. Byler Bryant K. Rollins Laura A.
Stahl Amanda C. Williams
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Presentation Outline

• Framing the Problem
• why we are discussing strategies
• Introduction of RBB and its Goals
• why we are using RBB and what it does
• Strengths and Weaknesses of RBB
• what it provides the good and the bad
• Key Issues to Address
• identifying the challenges
• Recommendations for the sustainable
  implementation of RBB
• addressing the challenges

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Presentation Outline

• Framing the Problem
• why we are discussing strategies
• Introduction of RBB and its Goals
• why we are using RBB and what it does
• Strengths and Weaknesses of RBB
• what it provides the good and the bad
• Key Issues to Address
• identifying the challenges
• Recommendations for the sustainable
  implementation of RBB
• addressing the challenges

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Need for a New Financial System

• Altered demographics of Oakland due to urban
  influx from San Franciscans
• Decreased enrollment in OUSD
• Decreased revenue as a result of decreased
  enrollment
• Inequitable distribution of funds
• All of the above led OUSD to declare bankruptcy
  in 2003 and take on a 100 million dollar loan
  from the state
• State takeover and loss of local control
• Clear need for a new system of allocating funds
  and management of funds within district

I. Framing the Problem
Since the 2000-2001 academic year, OUSD has lost
more than 2,000 students annually. . . decreasing
revenue by more than 10M each year
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Presentation Outline

• Framing the Problem
• why we are discussing strategies
• Introduction of RBB and its Goals
• why we are using RBB and what it does
• Strengths and Weaknesses of RBB
• what it provides the good and the bad
• Key Issues to Address
• identifying the challenges
• Recommendations for the sustainable
  implementation of RBB
• addressing the challenges

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Management Options

• Implement changes within current system
• School Based Budgeting
• School Based Management
• Develop New Tool

II. Why RBB?
SBB is a system that distributes dollars to
schools on a per pupil basis
SBM allows school districts to make decisions
about the allocation of resources at the school
level
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RBB Developed at OUSD

• RBB was developed by Katrina Scott-George in
  OUSDs Office of School Reform
• RBB is an integration of SBB and SBM with some
  unique features
• Teacher salary
• Allocation formula
• RBB is a progressive budget development tool
• Currently being pioneered and developed in OUSD

II. Why RBB?
RBB corrects teacher salary-driven inequity
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Presentation Outline

• Framing the Problem
• why we are discussing strategies
• Introduction of RBB and its Goals
• why we are using RBB and what it does
• Strengths and Weaknesses of RBB
• what it provides the good and the bad
• Key Issues to Address
• identifying the challenges
• Recommendations for the sustainable
  implementation of RBB
• addressing the challenges

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Strengths...

• Provides School with
• financial autonomy to design school budgets
• ability to uniquely address local needs
• opportunity to have a competitive advantage

III. Strengths and Weaknesses
...and Weaknesses

• IT Problems
• RBB and IFAS dont match
• RBB tool is difficult for some schools to use
• Tradeoff between teacher experience and other
  resources
• Decentralizes management to people who may have
  limited business skills and financial management
  experience

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Presentation Outline

• Framing the Problem
• why we are discussing strategies
• Introduction of RBB and its Goals
• why we are using RBB and what it does
• Strengths and Weaknesses of RBB
• what it provides the good and the bad
• Key Issues to Address
• identifying the challenges
• Recommendations for the sustainable
  implementation of RBB
• addressing the challenges

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Key Issues to Address
IV. Key Issues

• Is RBB an effective system for Oakland and how
  can the effectiveness of RBB be measured?
• Decreasing enrollment and decreasing revenue
• Helping key stakeholders to understand RBB
• Generate support for continued use of RBB
• Reduction of central office expenditures
• OUSD policy alignment with small schools movement

For me, the real challenge now is building
management capacity to administer RBB at the site
level . . . The problem we face is to get people
involved and establish ownership -Noel
Gallo, School Board member
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Presentation Outline

• Framing the Problem
• why we are discussing strategies
• Introduction of RBB and its Goals
• why we are using RBB and what it does
• Strengths and Weaknesses of RBB
• what it provides the good and the bad
• Key Issues to Address
• identifying the challenges
• Recommendations for the sustainable
  implementation of RBB
• addressing the challenges

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Increase stakeholder support
Why? To ensure financial sustainability in a
competitive market How? Implement a
comprehensive campaign promoting
stakeholder knowledge of RBB When? Long-term/Ongo
ing plan
V. Recommended Actions

• Stakeholders
• Teachers
• Principals
• School Board
• Parents/ Community

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Teachers
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Parents Community
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Matching the RBB tool to IFAS
Why? Eliminate use of staff time on data
entry and improve coding
accuracy How? Identify
internal or external professional
who is qualified to address
structural issues within educational
settings When? March 15 Identify
professional April 12 Launch pilot
program June 30 Evaluate program
V. Recommended Actions
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New Features for OUSD Website
Why? To formalize the current feedback into
an on-line tool that tracks progress
of faculty staff
suggestions How? Develop simple drop-box
feature on teacher section of website When? Marc
h 20 Tool is developed March 27 Employ
online tool May 27 Evaluate progress
V. Recommended Actions
A. FeedbackForum B. Transparency Report
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New Features for OUSD Website
Why? To provide stakeholders with additional
annual school-specific budget and curriculum
information in order to increase transparency
accountability How? Include more detail in
school accountability report card. Include
annual budget and curriculum information When?
Follow schedule for updating accountability
report card
V. Recommended Actions
A. FeedbackForum B. Transparency Report
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Examples from Edmonton School District
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Conclusion
Results-Based Budgeting has been a vital
tool in developing school-based budgets for OUSD
in a time of fiscal and academic crisis. This
tool has assisted the district in moving toward
financial stability, funding equity, and
increased student performance. The future of RBB
rests on the ability to increase stakeholder
buy-in, opportunities for professional
development, and transparency in the
decision-making process.
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