This assignment replicates an authentic process that school leaders conduct each year. Reviewing the prior and current budget against the school’s CIP/SIP and the data gathered from the needs assessment are required for the principal to plan and develop the upcoming budget. This process could also reveal accomplishments in goals and help set new improvement goals for the future.
Allocate at least 5 hours in the field to support this field experience.
This assignment requires the review of a full site budget, not just one area. (A sample budget is provided if you are unable to access your school’s budget.).
Part 1: Collaborate
Engage in a collaborative discussion with your principal or another school principal about planning a site budget and request to review the school’s current and previous year’s budget, as well as their CIP/SIP. After reviewing the two budgets and the CIP/SIP, ask the principal to describe how the current budget was developed, including:
- Development timeframe
- Stakeholders involved in the process
- How needs were identified
- Process of defense and modification
- District technology requirements and their effects on the budget process
Review the differences between the current budget and the previous budget, asking the principal to provide insight on any differences. Discuss to what degree the principal thinks the budget realistically supports the CIP/SIP.
Part 2: Budgetary Needs Assessment Survey
Administer the online needs assessment survey that you created in Topic 3 to six or more faculty and staff identified by you and the principal mentor.
Use any remaining field experience hours to observe and assist the principal mentor.
Part 3: Schoolwide Budgetary Needs Assessment Summary and Reflection
In 750-1,000 words, summarize your schoolwide budgetary needs assessment, addressing:
- Background information: An overview of the school (e.g., student demographics, community profile, major programs)
- Current budget expenditures
- Current budget revenue
- Key findings from comparing last year’s budget, this year’s budget, and the current CIP/SIP
- Key findings from analyzing the results of the assessment surveys
- 2-3 preliminary suggestions you might make, based on the needs assessment data you presented
Reflect on how conducting a formalized needs assessment is an important step in promoting continuous and sustainable school improvement. Incorporate PSEL standards into your reflection. Describe how you will apply what you have learned to your future professional practice.
While APA style format is not required for the body of this assignment, solid academic writing is expected, and PSEL standards should be referenced using APA documentation guidelines, which can be found in the APA Style Guide, located in the Student Success Center.
This assignment uses a rubric. Review the rubric (clinic) prior to beginning the assignment to become familiar with the expectations for successful completion.
12/21/21, 2:14 PM EAD-510 Topic 4: Conducting a Needs Assessment for the Site Budget
https://halo.gcu.edu/courses/EAD-510-O500-20211125/course-units/f60a12eb-7dad-4b65-82eb-22bbc001c1f8 1/5
MAIN
CONTENT
T4
Topic 4: Conducting A Needs
Assessment For The Site Budget
Dec 16 – 22, 2021 Max Points: 70
Resources
The Principal’s Guide to School Budgeting
View Resource
A Punishing Decade for School Funding
https://www.cbpp.org…
Sample Budget for School Operating Funds
EAD-510-Sample bud…
Needs Assessment: How to Move Forward w/ Your
Needs Assessment
Objectives:
1. Analyze a school’s budget and financial status. [ELCC 1.2, 3.1,
3.2; PSEL 9b, 9c, 9d]
2. Use formal assessment methods to identify the resource needs
of a school as part of an effort to promote continuous and
sustainable school improvement. [ELCC 1.3; PSEL 9a, 9d, 10b,
10c]
3. Reflect on personal professional practices related to building the
budget of a school campus. [ELCC 3.2, 5.2; PSEL 6i, 9c, 9d, 10b]
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Review Chapter 3.
Read “A Punishing Decade for School Funding,” by Leachman,
Masterson, and Figueroa, located on the Center on Budget
and Polic… Read More
Use the “Sample Budget for School Operating Funds” to
inform the topic assignment.
Watch “Needs Assessment: How to Move Forward w/ Your
Needs Assessment ” located on YouTube (2011)
Institution Resources
GCU Time Dec 21, 12:14 PM
Main
Forums
Classroom Materials
19 Students
Calendar
Announcementss
Syllabus
Gradebook 1
Discussion Forums 99+
Class Questions
Class Resources
Topic 1T1
Topic 2T2
Topic 3T3
T4 Topic 4
Topic 5T5
Topic 6T6
Library
Student Success CenterSSC
Learning Support
Classroom Policies
DW
Clinical Field Experience
B: Schoolwide Budgetary
Needs – Rubric
Collaborate: Current Budget 4 points
Criteria Description
Collaborate: Current Budget
5. Target 4 points
Summary insightfully discusses the
current budget’s development
timeframe, stakeholders involved,
needs, process of defense and
modification, and district
technology requirements.
4. Acceptable 3.48 points
Summary clearly discusses the
current budget’s development
timeframe, stakeholders involved,
needs, process of defense and
modification, and district
technology requirements.
3. Approaching 2.96 points
Summary vaguely discusses the
current budget’s development
timeframe, stakeholders involved,
needs, process of defense and
modification, and district
technology requirements.
2. Insufficient 2.76 points
Collapse All
12/21/21, 2:14 PM EAD-510 Topic 4: Conducting a Needs Assessment for the Site Budget
https://halo.gcu.edu/courses/EAD-510-O500-20211125/course-units/f60a12eb-7dad-4b65-82eb-22bbc001c1f8 2/5
Assessments
Topic 4 Discussion Question 1
Start Date
Dec 16, 2021, 12:00 AM
Due Date
Dec 18, 2021, 11:59 PM
Points
5
Status
Published
https://youtu.be/mU_…
Major Policy Shifts, Economic Forces Shape the Ed-Tech
Market
https://www.edweek.…
Improving Efficiency in School Budgeting and Spending
https://sdp.cepr.harv…
Return on Investment in Education: A “System-Strategy”
Approach
https://eric.ed.gov/?id…
A Beginner’s Guide to Planning and Managing School
Budgets
https://www.theguard…
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GO TO DISCUSSION
Assessment Description
Needs Assessment, located on YouTube (2011).
Read “Major Policy Shifts, Economic Forces Shape the Ed-Tech
Market,” by Cavanaugh, from Education Week (2014).
Read “Improving Efficiency in School Budgeting and
Spending,” by Yan and Linick, located on the Center for
Education Policy R… Read More
Read “Return on Investment in Education: A ‘System-Strategy’
Approach,” by Frank and Hovey, from Education Re…
Read More
Read “A Beginner’s Guide to Planning and Managing School
Budgets,” by Banning-Lover, located on The Guardian website
(2… Read More
Institution Resources
GCU Time Dec 21, 12:14 PM
Main
Forums
Classroom Materials
19 Students
Calendar
Announcementss
Syllabus
Gradebook 1
Discussion Forums 99+
Class Questions
Class Resources
Topic 1T1
Topic 2T2
Topic 3T3
T4 Topic 4
Topic 5T5
Topic 6T6
Library
Student Success CenterSSC
Learning Support
Classroom Policies
Clinical Field Experience
B: Schoolwide Budgetary
Needs – Rubric
Collaborate: Current Budget 4 points
Criteria Description
Collaborate: Current Budget
5. Target 4 points
Summary insightfully discusses the
current budget’s development
timeframe, stakeholders involved,
needs, process of defense and
modification, and district
technology requirements.
4. Acceptable 3.48 points
Summary clearly discusses the
current budget’s development
timeframe, stakeholders involved,
needs, process of defense and
modification, and district
technology requirements.
3. Approaching 2.96 points
Summary vaguely discusses the
current budget’s development
timeframe, stakeholders involved,
needs, process of defense and
modification, and district
technology requirements.
2. Insufficient 2.76 points
Collapse All
12/21/21, 2:14 PM EAD-510 Topic 4: Conducting a Needs Assessment for the Site Budget
https://halo.gcu.edu/courses/EAD-510-O500-20211125/course-units/f60a12eb-7dad-4b65-82eb-22bbc001c1f8 3/5
Topic 4 Discussion Question 2
Start Date
Dec 16, 2021, 12:00 AM
Due Date
Dec 20, 2021, 11:59 PM
Points
5
Status
Ungraded
Clinical Field Experience B: Schoolwide
Budgetary Needs
Requires LopesWrite
Start Date
Dec 16, 2021, 12:00 AM
Due Date
Dec 22, 2021, 11:59 PM
Points
40
Rubric
View Rubric
Status
Upcoming
Explain the return on investment model. Identify at least one
program from your school that exemplifies this model and one
program that you would eliminate, using the ROI criteria.
GO TO DISCUSSION
Assessment Description
Identify stakeholders in the budget development process and
explain how the concept of “all of us are smarter than any one of
us” can serve to ensure better budgets for better schools and
promote continuous and sustainable school improvement.
SUBMIT ASSIGNMENT
Assessment Description
This assignment replicates an authentic process that school leaders
conduct each year. Reviewing the prior and current budget against
the school’s CIP/SIP and the data gathered from the needs
assessment are required for the principal to plan and develop the
upcoming budget. This process could also reveal accomplishments
in goals and help set new improvement goals for the future.
Allocate at least 5 hours in the field to support this field experience.
This assignment requires the review of a full site budget, not just
one area. (A sample budget is provided if you are unable to access
your school’s budget.).
Part 1: Collaborate
Institution Resources
GCU Time Dec 21, 12:14 PM
Main
Forums
Classroom Materials
19 Students
Calendar
Announcementss
Syllabus
Gradebook 1
Discussion Forums 99+
Class Questions
Class Resources
Topic 1T1
Topic 2T2
Topic 3T3
T4 Topic 4
Topic 5T5
Topic 6T6
Library
Student Success CenterSSC
Learning Support
Classroom Policies
Clinical Field Experience
B: Schoolwide Budgetary
Needs – Rubric
Collaborate: Current Budget 4 points
Criteria Description
Collaborate: Current Budget
5. Target 4 points
Summary insightfully discusses the
current budget’s development
timeframe, stakeholders involved,
needs, process of defense and
modification, and district
technology requirements.
4. Acceptable 3.48 points
Summary clearly discusses the
current budget’s development
timeframe, stakeholders involved,
needs, process of defense and
modification, and district
technology requirements.
3. Approaching 2.96 points
Summary vaguely discusses the
current budget’s development
timeframe, stakeholders involved,
needs, process of defense and
modification, and district
technology requirements.
2. Insufficient 2.76 points
Collapse All
12/21/21, 2:14 PM EAD-510 Topic 4: Conducting a Needs Assessment for the Site Budget
https://halo.gcu.edu/courses/EAD-510-O500-20211125/course-units/f60a12eb-7dad-4b65-82eb-22bbc001c1f8 4/5
Engage in a collaborative discussion with your principal or another
school principal about planning a site budget and request to review
the school’s current and previous year’s budget, as well as their
CIP/SIP. After reviewing the two budgets and the CIP/SIP, ask the
principal to describe how the current budget was developed,
including:
Development timeframe
Stakeholders involved in the process
How needs were identified
Process of defense and modification
District technology requirements and their effects on the
budget process
Review the differences between the current budget and the
previous budget, asking the principal to provide insight on any
differences. Discuss to what degree the principal thinks the budget
realistically supports the CIP/SIP.
Part 2: Budgetary Needs Assessment Survey
Administer the online needs assessment survey that you created in
Topic 3 to six or more faculty and staff identified by you and the
principal mentor.
Use any remaining field experience hours to observe and assist the
principal mentor.
Part 3: Schoolwide Budgetary Needs Assessment Summary and
Reflection
In 750-1,000 words, summarize your schoolwide budgetary needs
assessment, addressing:
Background information: An overview of the school (e.g.,
student demographics, community profile, major programs)
Current budget expenditures
Current budget revenue
Key findings from comparing last year’s budget, this year’s
budget, and the current CIP/SIP
Key findings from analyzing the results of the assessment
surveys
2-3 preliminary suggestions you might make, based on the
needs assessment data you presented
Reflect on how conducting a formalized needs assessment is an
important step in promoting continuous and sustainable school
improvement. Incorporate PSEL standards into your reflection.
Describe how you will apply what you have learned to your future
professional practice.
Institution Resources
GCU Time Dec 21, 12:14 PM
Main
Forums
Classroom Materials
19 Students
Calendar
Announcementss
Syllabus
Gradebook 1
Discussion Forums 99+
Class Questions
Class Resources
Topic 1T1
Topic 2T2
Topic 3T3
T4 Topic 4
Topic 5T5
Topic 6T6
Library
Student Success CenterSSC
Learning Support
Classroom Policies
Clinical Field Experience
B: Schoolwide Budgetary
Needs – Rubric
Collaborate: Current Budget 4 points
Criteria Description
Collaborate: Current Budget
5. Target 4 points
Summary insightfully discusses the
current budget’s development
timeframe, stakeholders involved,
needs, process of defense and
modification, and district
technology requirements.
4. Acceptable 3.48 points
Summary clearly discusses the
current budget’s development
timeframe, stakeholders involved,
needs, process of defense and
modification, and district
technology requirements.
3. Approaching 2.96 points
Summary vaguely discusses the
current budget’s development
timeframe, stakeholders involved,
needs, process of defense and
modification, and district
technology requirements.
2. Insufficient 2.76 points
Collapse All
12/21/21, 2:14 PM EAD-510 Topic 4: Conducting a Needs Assessment for the Site Budget
https://halo.gcu.edu/courses/EAD-510-O500-20211125/course-units/f60a12eb-7dad-4b65-82eb-22bbc001c1f8 5/5
Topic 4 Participation
Start Date
Dec 16, 2021, 12:00 AM
Due Date
Dec 22, 2021, 11:59 PM
Points
20
Status
Active
While APA style format is not required for the body of this
assignment, solid academic writing is expected, and PSEL standards
should be referenced using APA documentation guidelines, which
can be found in the APA Style Guide, located in the Student Success
Center.
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 assistance.
Document the locations and hours you spend in the field on your
Clinical Field Experience Verification Form.
Submit the Clinical Field Experience Verification Form in the last
topic. Directions for submitting can be found on the College of
Education site in the Student Success Center.
GO TO DISCUSSION
Assessment Description
There is no description for this assessment.
Institution Resources
Topic 3T3
T4 Topic 4
Topic 5T5
Topic 6T6
Library
Student Success CenterSSC
Learning Support
Classroom Policies
Clinical Field Experience
B: Schoolwide Budgetary
Needs – Rubric
Collaborate: Current Budget 4 points
Criteria Description
Collaborate: Current Budget
5. Target 4 points
Summary insightfully discusses the
current budget’s development
timeframe, stakeholders involved,
needs, process of defense and
modification, and district
technology requirements.
4. Acceptable 3.48 points
Summary clearly discusses the
current budget’s development
timeframe, stakeholders involved,
needs, process of defense and
modification, and district
technology requirements.
3. Approaching 2.96 points
Summary vaguely discusses the
current budget’s development
timeframe, stakeholders involved,
needs, process of defense and
modification, and district
technology requirements.
2. Insufficient 2.76 points
Collapse All
