Budget Case Study
You are the new principal in
the school. Although you have a copy of the old budget that the preceding
principal has left for you, there are no notes on promises made to staff or
School Council. It is not clear that there has been any transparency in budget
decisions in the past or if decisions have been made unilaterally. The office
manager is new to the school this year as well, so she cannot advise you on
what’s happened in the past. You have a budget of $21,000. You have some ideas
on how to spend the money to bring the school up to grade in technology because
currently there are too few iPads to share in the school of a population of
225. In the first week of school in September, a teacher approaches you and says,
“I was just wondering when those resources are going to arrive that the last
principal promised me.” (Horseshoe table @ $750, 30 Pilates balls @ $15 each,
new area carpet @ $375). Then the Primary division comes to see you to ask
about all the new math manipulatives ($875) and the laminator ($750) that were
promised to them. Then the parent chair of the school council comes in and
says, “Just wondering when construction on that gazebo will start that the last
principal promised us and that we have been fundraising for.” ($7500 built by
Board contractors).
Discuss in groups of 3 or 4:
·
Take the role of one
of the teachers, the School Council or the principal and defend your requests
for money
·
Refer to the
attached budget sheet
Consider:
As the principal who must make the
ultimate decision…
Ø What is the
dilemma that has emerged?
Ø Think about what
principles or values are guiding your decisions.
Ø What are the
consequences of your decisions?
Ø Will filling in
the attached “Needs – Wants” form help?
Some Ideas to Keep in Mind when
you are a new principal:
·
You are not alone
·
Ask for clarification from the office manager
first and other staff too
·
Encourage input from staff, especially concerned
staff
·
Think about the culture and reputation of the
school and make sure change is welcome