Program planning and budgeting tool, FY 1998

ID 1 Code PINV Name 2 PINV Identify and revise DSeg and NonDSeg Programs 3 PINV Review and adjust primary and secondary leaders for DSeg and NonDSeg Programs 4 PINV Finalize list of DSeg and NonDSeg Programs 5 PINV Generate a Program Inventory Report for 1996-97 PEVAL PROGRAM EVALUATION 7 PEVAL Notify program managers that program evaluation begins in fall
begin data collection 8 PEVAL Review/revise process for cabinet review of program evaluations Page 1 Little Rock School District Program Planning and Budgeting Tool % Complete 0% Scheduled Start Jul 3 '96 Scheduled Finish Aug 30 '96 Revised Finish Resource Names Jackson 0% 0% 0% 0% 0% 0% 0% Jul 3 '96 Jul 17'96 Aug 15'96 Aug 19 '96 Jul 3 '96 Jul 3 '96 Aug 1 '96 FY98 Aug 11 '96 Aug 14 '96 Aug 19 '96 Aug 30 '96 Nov 22 '96 Jul 26 '96 Aug 15 '96 Jackson,Lewis Lewis Jackson,Lewis Jackson, Lewis Jackson Jackson Jackson,Cabinet RECEIVE JUN 2 8 W C Office of Desegregation MsniU June 28 '96Little Rock School District Program Planning and Budgeting Tool ID 9 Code PEVAL Name Review/revise program evaluation instrument % Complete 0% Scheduled Start Aug 1 '96 Scheduled Finish Aug 15 '96 Revised Finish Resource Names Cabinet,Jackson 10 PEVAL Conduct required training sessions describing the process and evaluation criteria for designated staff 0% Aug 15 '96 Aug 30 '96 Jackson 11 PEVAL Distribute program evaluation instruments and instructions to primary and/or secondary leaders
provide additional information/instruments, if needed 0% Aug 26 '96 Aug 26 '96 Jackson 12 PEVAL Program evaluations due from secondary or primary leaders 0% Sep 16 '96 Sep 16 '96 Cabinet,Jackson 13 PEVAL Review program evaluations (DSeg and NonDSeg) for programs needing extended evaluations 0% Sep 18 '96 Oct 2 '96 Cabinet,Jackson 14 PEVAL Finalize identification of programs needing extended evaluation 0% Oct 2 '96 Oct 14 '96 Cabinet,Jackson 15 PEVAL Notify appropriate staff to prepare Extended Program Evaluations 0% Oct 16'96 Oct 21 '96 Jackson,Cabinet 16 PEVAL Extended evaluations due 0% Nov 13 '96 Nov 13'96 Program Managers Page 2 FY98 June 28 '96Little Rock School District Program Planning and Budgeting Tool ID 17 Code PEVAL Name Cabinet review extended evaluations for merge into needs assessment report % Complete 0% Scheduled Start Nov 18'96 Scheduled Finish Nov 22 '96 Revised Finish Resource Names Jackson,Cabinet la NEEDS 0% Sep 3 '96 Dec 2 '96 Jackson.Cabinet 19 NEEDS Review types of data to measure needs of district for FY 96-97 0% Sep 3 '96 Sep 10 '96 Cabinet,Jackson 20 NEEDS Analyze results of the budgeting and planning priorities revealed from the 95-96 Needs Assessment Report 0% Sep 3 '96 Sep 10 '96 Jackson,Cabinet 21 NEEDS Review strategic planning mission statement and goals of the District (and implement) 0% Sep 3 '96 Sep 10 '96 Jackson,Cabinet 22 NEEDS Board identifies District concerns for input from public at Town Hall/District Dialogues 0% Sep 12 '96 Sep 12'96 Williams,Board 23 NEEDS STANFORD 8 TEST DATA STUDY 0% Sep n '96 Oct 31 '96 Jackson.Cabinet 24 NEEDS Define purpose and scope for Stanford 8 Test data study 0% Sep 11 '96 Sep 16'96 Jackson,Cabinet Page 3 FY98 June 28 '96ID 25 Code NEEDS Name__________________________ Assign responsibilities for study of Stanford 8 Test data Little Rock School District Program Planning and Budgeting Tool % Complete 0% Scheduled Start Sep 11 '96 Scheduled Finish Sep 16'96 Revised Finish Resource Names Jackson 26 NEEDS Design data collection plan for study of Stanford 0% Sep 11 '96 Sep 16 '96 Jackson,Lacey 27 NEEDS Collect and analyze data from the Fall 96 Stanford 8 Test 0% Sep 16 '96 Oct 11 '96 Jackson,Lacey,Savage 28 NEEDS Prepare Stanford 8 Test Report 0% Oct 11 '96 Oct 31 '96 Lacey 29 NEEDS Submit Stanford 8 Test Report to PRE for merge into needs assessment 0% Oct 31 '96 Oct 31 '96 Jackson,Lacey ao NEEDS EBE EDUCATIONAL EQUITY MONITORING REPORTS SURVEY 0% Seo 11 '96 Oct 31 '96 Jackson 31 NEEDS Define purpose and scope for PRE Educational Equity Monitoring Reports Study 0% Sep 11 '96 Sep 16 '96 Jackson,Cabinet 32 NEEDS Assign responsibilities for PRE Educational Equity Monitoring Reports Study 0% Sep 11 '96 Sep 16 '96 Jackson Page 4 FY98 June 28 '96Little Rock School District Program Planning and Budgeting Tool ID 33 Code NEEDS Name Analyze data from PRE Educational Equity Monitoring Reports Studies % Complete 0% Scheduled Start Sep 18 '96 Scheduled Finish Sep 30 '96 Revised Finish Resource Names Jackson 34 NEEDS Prepare PRE Educational Equity Monitoring findings 0% Oct 2 '96 Oct 14 '96 Smith P. 35 NEEDS Merge findings of Educational Equity Monitoring Reports Study into needs assessment listing 0% Oct 31 '96 Oct 31 '96 Smith P. NEEDS SCHOOL CLIMATE/HUMAN RELATIONS SURVEY ISC/HRISTUDY 0% Sep 11 '96 Ofit 3J .
26 Jackson 37 NEEDS Define purpose and scope of SC/HR Survey 0% Sep 11 '96 Sep 16 '96 Jackson,Cabinet 36 NEEDS Assign responsibilities for SC/HR data collections 0% Sep 11 '96 Sep 16 '96 Jackson 39 NEEDS Design data collection plan for study of SC/HR 0% Sep 11 '96 Sep 16 '96 Jackson,Hobby 40 NEEDS Collect and analyze data from SC/HR Survey 0% Sep 18'96 Oct 15'96 Jackson,Hobby Page 5 FY98 June 28 '96Little Rock School District Program Planning and Budgeting Tool ID 41 Code NEEDS Name Prepare SC/HR Survey Report % Complete 0% Scheduled Start Oct 15'96 Scheduled Finish Oct 31 '96 Revised Finish Resource Names Hobby 42 NEEDS Submit SC/HR Survey Report to PRE for merge into needs assessment 0% Oct 31 '96 Oct 31 '96 Jackson, Hobby, Savage 43 NEEDS PQRPQRTIONALS ALLOCATION FORMULAS STUDY 0% Seo 11 '96 Oct 31 '96 Milholien 44 NEEDS Define purpose and scope of Proportional Allocation Formulas 0% Sep 11 '96 Sep 17'96 Milholien,Cabinet.Mng. Sup Serv 45 NEEDS Assign responsibilities tor Proportional Allocation Formulas 0% Sep 11 '96 Sep 17'96 Mng. Sup Serv 46 NEEDS Design data collections plan for Proportional Allocation Formulas 0% Sep 11 '96 Sep 17'96 Mng. Sup Serv 47 NEEDS Collect and analyze data for Proportional Allocation Formulas 0% Sep 15'96 Oct 14 '96 Hurley,Eaton,Gadberry,Neal,Milhollen,Mng. Sup Serv 48 NEEDS Prepare Proportional Allocation Formulas Report 0% Oct 14 '96 Oct 31 '96 Milholien,Hurley,Eaton,Neal,Mng. Sup Serv Page 6 FY98 June 28 '96r Little Rock School District Program Planning and Budgeting Tool ID 49 Code NEEDS Name Merge findings of Proportional Allocations Formulas Study Report into needs assessment listing % Complete 0% Scheduled Start Oct 31 '96 Scheduled Finish Oct 31 '96 Revised Finish Resource Names Milhollen 52 NEEES DESEGREGATION MONITORING REPORTS AUDIT FROM PPM 0% Sea. 11 '96 Dec 2 '96 51 NEEDS Define purpose and scope of Desegregation Monitoring Reports Audit 0% Sep 11 '96 Sep 17'96 Williams,Cabinet,Asso Supt DSeg 52 NEEDS Assign responsibility for data collection of transcripts and Desegregation Monitoring Reports Audit 0% Sep 11 '96 Sep 17'96 Asso Supt DSeg 53 NEEDS Design data collection plan for study of Desegregation Monitoring Reports Audit 0% Sep 11 '96 Sep 17'96 Asso Supt DSeg 54 NEEDS Collect data 0% Sep 18 '96 Oct 11 '96 Asso Supt DSeg 55 NEEDS Review with Cabinet and Attorneys 0% Oct 16'96 Oct 31 '96 Asso Supt DSeg 56 NEEDS Report findings to PRE 0% Oct 31 '96 Nov 19'96 Asso Supt DSeg Page 7 FY98 June 28 '96Little Rock School District Program Planning and Budgeting Tool ID 57 Code NEEDS Name Merge new obligations with Program Budget Document % Complete 0% Scheduled Start Nov 1 '96 Scheduled Finish Dec 2 '96 Revised Finish Resource Names Lewis,Asso Supt DSeg NEEDS COURT ORDERS AUDIT 0% Sep 11 '96 Nov 29 '96 Asso Supt DSeg 59 NEEDS Define purpose and scope of Court Orders Audit 0% Sep 11 '96 Sep 17'96 Cabinet,Asso Supt DSeg 60 NEEDS Assign responsibility for data collection of Court Orders Audit 0% Sep 11 '96 Sep 17'96 Asso Supt DSeg 61 NEEDS Collect data 0% Sep 18 '96 Oct 15'96 Asso Supt DSeg 62 NEEDS Review with Cabinet and Attorneys 0% Oct 16'96 Oct 31 '96 Asso Supt DSeg 63 NEEDS Report findings to PRE 0% Nov 1 '96 Nov 19'96 Asso Supt DSeg 64 NEEDS Merge new obligations with Program Budget Document 0% Nov 1 '96 Nov 29 '96 Lewis,Asso Supt DSeg Page 8 FY98 June 28 '96Little Rock School District Program Planning and Budgeting Tool ID 65 Code NEEDS Name TOWN HALL MEETINGS % Complete 0% Scheduled Start Sep 11 '96 Scheduled Finish Nov 21 '96 Revised Finish Resource Names________ Williams. Jackson.Modeste 66 NEEDS Define purpose and scope of Town Hall Meetings 0% Sep 11 '96 Sep 17'96 Jackson,Modeste,Cabinet 67 NEEDS Review previous years data from Town Hall Report 0% Sep 11 '96 Sep 17'96 Modeste, Jackson, Vann 68 NEEDS Review and data collection plan (matrix)for Town Hall Meetings 0% Sep 11 '96 Sep 17'96 Jackson,Vann, Lewis 69 NEEDS Set locations and schedule for Town Hall Meeting 0% Sep 11 '96 Sep 17'96 Vann,Modeste 70 NEEDS Develop advertisement plan and schedule for Town Hall Meetings
Prepare sample agenda 0% Sep 11 '96 Sep 17 '96 Vann,Modeste 71 NEEDS Execute advertisement plan for Town Hall Meeting I 0% Sep 18'96 Oct 31 '96 Vann,Modeste 72 NEEDS Conduct Town Hall Meeting I 0% Sep 18'96 Oct 31 '96 Williams Page 9 FY98 June 28 '96Little Rock School District Program Planning and Budgeting Tool ID 73 Code NEEDS Name Gather feedback data from Town Hall Meeting I for input into matrix % Complete 0% Scheduled Start Sep 18'96 Scheduled Finish Oct 31 '96 Revised Finish Resource Names Vann,Lewis 74 NEEDS Execute advertisement plan for Town Hall Meeting II 0% Sep 18 '96 Oct 31 '96 Vann.Modeste 75 NEEDS Conduct Town Hall Meeting II 0% Sep 18 '96 Oct 31 '96 Williams 76 NEEDS Gather feedback data from Town Hall Meeting II for input into matrix 0% Sep 18 '96 Oct 31 '96 Vann,Lewis 77 NEEDS Execute advertisement plan for Town Hall Meeting III 0% Sep 18'96 Oct 31 '96 Vann.Modeste 78 NEEDS Conduct Town Hall Meeting III 0% Sep 18'96 Oct 31 '96 Williams 79 NEEDS Finalize and publish Town Hall Meeting Report 0% Nov 1 '96 Nov 15'96 Modeste, Lewis 80 NEEDS Merge findings of Town Hall Meeting Report, 1996-97 into needs assessment listing 0% Nov 15'96 Nov 21 '96 Jackson,Lewis Page 10 FY98 June 28 '96Little Rock School District Program Planning and Budgeting Tool ID ai Code NEEDS Name DISTRICT DIALOGUES % Complete 0% Scheduled Start Sep 11 '96 Scheduled Finish Nov 21 '96 Revised Finish Resource Names________ Williams. Jackson.Modeste 82 NEEDS Define purpose and scope of District Dialogues 0% Sep 11 '96 Sep 17'96 Williams, Jackson,Modeste,Cabinet 83 NEEDS Review previous years data from District Dialogue Report 0% Sep 11 '96 Sep 17'96 Modeste,Vann 84 NEEDS Review data collection plan (matrix) for District Dialogues 0% Sep 11 '96 Sep 17'96 Jackson,Vann, Modeste 85 NEEDS Set locations and schedule for District Dialogue Meetings 0% Sep 11 '96 Sep 17'96 Modeste,Vann 86 NEEDS Develop advertisement plan and schedule for District Dialogues: prepare sample agenda 0% Sep 11 '96 Sep 17'96 Vann,Modeste 87 NEEDS Execute advertisement plan for District Dialogue l(Principals) 0% Sep 18 '96 Oct 31 '96 Vann,Modeste 88 NEEDS Conduct District Dialogue I 0% Sep 18 '96 Oct 31 '96 Williams Page 11 FY98 June 28 '96Little Rock School District Program Planning and Budgeting Tool ID 89 Code NEEDS Name Gather feedback from District Dialogue 1 for input into matrix % Complete 0% Scheduled Start Sep 18 '96 Scheduled Finish Oct 31 '96 Revised Finish Resource Names Vann.Lewis 90 NEEDS Execute advertisement plan for District Dialogue ll(Asst. Principals) 0% Sep 18 '96- Oct 31 '96 Vann.Modeste 91 NEEDS Conduct District Dialogue II 0% Sep 1896 Oct 31 '96 Williams 92 NEEDS Gather feedback data from District Dialogue II for input into matrix 0% Sep 18 '96 Oct 31 '96 Vann,Lewis 93 NEEDS Execute advertisement plan for District Dialogue lll(Teachers) 0% Sep 18 '96 Oct 31 '96 Vann.Modeste 94 NEEDS Conduct District Dialogue III 0% Sep 18 '96 Oct 31 '96 Williams 95 NEEDS Gather feedback data from District Dialogue III for merge into matrix 0% Sep 18'96 Oct 31 '96 Vann,Lewis 96 NEEDS Execute advertisement plan tor District Dialogue IV(Admin. and Classified) 0% Sep 18 '96 Oct 31 '96 Vann.Modeste Page 12 FY98 June 28 '96f Little Rock School District Program Planning and Budgeting Tool ID 97 Code NEEDS Name Conduct District Dialogue IV % Complete 0% Scheduled Start Sep 18 '96 Scheduled Finish Oct 31 '96 Revised Finish Resource Names Williams 98 NEEDS Gather feedback data from District Dialogue IV for input into matrix 0% Sep 18'96 Oct 31 '96 Vann,Lewis 99 NEEDS Execute advertisement plan for District Dialogue V(Transportation) 0% Sep 18 '96 Oct 31 '96 Vann,Modeste 100 NEEDS Conduct District Diaiogue V 0% Sep 18'96 Oct 31 '96 Williams 101 NEEDS Gather feedback data from District Dialogue V for input into matrix 0% Sep 18 '96 Oct 31 '96 Vann,Lewis 102 NEEDS Finalize and publish District Dialogue Report 1996-97 0% Nov 1 '96 Nov 15'96 Jackson,Lewis 103 NEEDS Merge findings of District Dialogue Report 1996-97 into needs assessment listing 0% Nov 15'96 Nov 21 '96 Jackson,Lewis 104 NEEDS 0% Nov 1 '96 Nov 30 '96 Jackson Page 13 FY98 June 28 '96Little Rock School District Program Planning and Budgeting Tool ID 105 Code NEEDS Name Conduct Administrative review of available districtwide reports and objective data % Complete 0% Scheduled Start Nov 1 '96 Scheduled Finish Nov 15'96 Revised Finish Resource Names Jackson,Cabinet 106 NEEDS Review of available districtwide reports and objective data by Board 0% Nov 1 '96 Nov 15'96 Williams, Jackson,Board 107 NEEDS Publish Draft of Needs Assessment /Report and disseminate to selected persons 0% Nov 27 '96 Nov 27 '96 Jackson,Cabinet 108 NEEDS Publish Needs Assessment Report, 1996-97 0% Nov 30 '96 Nov 30 '96 Jackson 109 GOALS PLANNING AND BUDGET GOALS 0% Oct 2 '96 Aug 29 '97 Jackson iin GOALS CABINET PLANNING SESSION 0% Oct 2 '96 Jan 30 '97 Jackson.Cabinet 111 GOALS Review 1995-96 Needs Assessment Report 0% Oct 2 '96 Oct 31 '96 Jackson,Cabinet 112 GOALS Distribute 1996-97 Needs Assessment Report to Cabinet members 0% Dec 2 '96 Dec 9 '96 Jackson,Cabinet Page 14 FY98 June 28 '96Little Rock School District Program Planning and Budgeting Tool ID 113 Code GOALS Name Distribute mission statement, goals and written priorities (strategic planning action plans) % Complete 0% Scheduled Start Dec 13'96 Scheduled Finish Jan 30 '97 Revised Finish Resource Names Young,Modeste,Vann 114 PDEV 0% Aug 29 '92 Jackson.Cabinet 115 PDEV SUBMIT BUSINESS CASE FOR PROGRAM AND/OR MODIFICATIONS TO SUPERINTENDENT 0% Nov 1 '96 Feb 20 '97 Williams.Jackson 116 PDEV Review process for program development 0% Nov 1 '96 Nov 12'96 Cabinet,Jackson 117 PDEV Use extended program evaluations to identify program additions, modifications, deletions 0% Nov 16'96 Nov 26 '96 Cabinet,Jackson 118 PDEV Notify appropriate staff to prepare Business Cases on results of extended program evaluations 0% Nov 18 '96 Nov 27 '96 Cabinef,Jackson 119 PDEV Review recommendations from district needs assessment report in order to identify additional programs or programs modifications resulting in business case(s) 0% Dec 5 '96 Dec 11 '96 Cabinet,Jackson 120 PDEV Business Cases due 0% Jan 8 '97 Jan 8 '97 Primary Leaders Page 15 FY98 June 28 '96ID 121 Code PDEV Name___________________________ Review of Business Cases by Cabinet 122 PDEV Submit Business Cases for program and/or program modifications to Board of Directors 123 PDEV Review of Business Cases by Board 124 BUDGT BOARD RETREAT/BOARD WORKSESSION 125 BUDGT Determine date and site for Board Retreat 126 BUDGT Identify and establish agenda items for Board Worksession 127 BUDGT Identify materials for Board Worksession 128 BUDGT Distribute materials for Board Worksession Page 16 Little Rock School District Program Planning and Budgeting Tool % Complete 0% Scheduled Start Jan 15'97 Scheduled Finish Jan 22 '97 Revised Finish Resource Names Cabinet,Jackson 0% 0% 0% 0% 0% 0% 0% Feb 6 '97 Feb 6 '97 Dec 9 '96 Dec 9 '96 Dec 9 '96 Dec 9 '96 Jan 9 '97 FY98 Feb 6 '97 Feb 20 '97 Jan 31 '97 Dec 19 '96 Dec 19'96 Dec 19'96 Jan 10'97 Jackson,Williams Board Williams Williams,Board Williams,Board Williams,Jackson Williams,Jackson June 28 '96Little Rock School District Program Planning and Budgeting Tool ID 129 Code BUDGT Name Conduct data analysis work session in preparation for Board Worksession % Complete 0% Scheduled Start Jan 13'97 Scheduled Finish Jan 13'97 Revised Finish Resource Names Williams,Cabinet 130 BUDGT Conduct Board WorRsession 0% Jan 21 '97 Jan 27 '97 Williams,Board 131 BUDGT Report outcomes of Board Worksession 0% Jan 31 '97 Jan 31 '97 Williams,Boa rd 132 BUDGT BUDGETING 0% Nov 20 '96 Aug 29 '97 Milhollen.Mna, SuE Serv 133 BUDGT Develop budget preparation training materials 0% Nov 20 '96 Nov 27 '96 Mng. Sup Serv 134 BUDGT Conduct budget preparation training sessions and distribute instructions for budget preparation training at all levels 0% Dec 2 '96 Dec 9 '96 Mng. Sup Serv 135 BUDGT Budget managers develop and submit revised 1996-97 expense budget revisions and 1997-98 expense budget requests 0% Dec 11 '96 Jan 8 '97 Milhollen,Mng. Sup Serv 136 BUDGT Begin districtwide expense budget consolidation and executive review process 0% Jan 9 '97 Mar 11 '97 Mng. Sup Serv Page 17 FY98 June 28 '96ID 137 Code BUDGT Name Year to date revenue expenditure analysis Little Rock School District Program Planning and Budgeting Tool % Complete 0% Scheduled Start Jan 9 '97 Scheduled Finish Jan 31 '97 Revised Finish Resource Names______ Milhollen,Mng. Sup Serv 138 BUDGT Revise financial forecast for coming year 0% Feb 26 '97 Mar 7 '97 Mng. Sup Serv 139 BUDGT Submit proposed budget to Board 0% Mar 13'97 Mar 13'97 Williams 140 BUDGT Conduct Board Work Sessions on proposed budget 0% Mar 18'97 Mar 31 '97 Board,Williams,Milhollen 141 BUDGT Revise proposed budget, as needed 0% Mar 14'97 Apr 2 '97 Milhollen,Mng. Sup Serv 142 BUDGT Prepare tentative budget 0% Apr 3 '97 May 13'97 Milhollen,Mng. Sup Serv 143 BUDGT Board review of tentative budget 0% May 22 '97 May 22 '97 Board,Williams,Mng. Sup Serv 144 BUDGT Conduct Board Work Session on tentative Budget 0% May 23 '97 May 30 '97 Board,Williams Page 18 FY98 June 28 '96Little Rock School District Program Planning and Budgeting Tool ID 145 Code BUDGT Name_______________________________ Account reconciliation and Purchase Order (PO) clean-up % Complete 0% Scheduled Start Jun 17'97 Scheduled Finish Jul 14 '97 Revised Finish Resource Names NeafMilhollen 146 BUDGT 147 BUDGT Receipt of state generated revenue numbers (payroll liabilities, adjusted supplemental payroll, last payroll, Carl Perkins, M to M, JTPA, Vocational Ed., Chapters 1 and 2, Compensatory Ed., MFPA, Transportation, ABC) Close-out 1996-97 accounts: adjust physical inventory, (fiscal)federal grants, magnet, state grants, accruals 0% 0% 148 BUDGT Compute ending fund balance 0% 149 BUDGT Administrative review of final budget 0% Jun 17'97 Jun 17'97 Milholien,Mng. Sup Serv Jul 1 '97 Jul 21 '97 Milholien,Cabinet.Mng. Sup Serv Jul 22 '97 Jul 22 '97 Milhollen,Mng. Sup Serv Jul 24 '97 Jul 29 '97 Williams,Cabinet 150 BUDGT Submit final budget to Board 0% Jul 31 '97 Jul 31 '97 Williams,Mng. Sup Serv 151 BUDGT Board review and adoption of 1997-98 final budget 0% Jul 31 '97 Aug 7 '97 Board 152 BUDGT Submit final Budget to Court/Parties 0% Aug 11 '97 Aug 22 '97 Williams,Attorney Page 19 FY98 June 28 '96Little Rock School District Program Planning and Budgeting Tool IO 153 Code BUDGT Name Submit 97-98 final budget to State % Complete 0% Scheduled Start Aug 22 '97 Scheduled Finish Aug 29 '97 Revised Finish Resource Names_____ Williams,Mng. Sup Serv 154 BUDGT Staffing 0% Jan 9 '97 Aug 15 '97 Hurley 155 BUDGT Review/Adoption of changes in course offerings by Board 0% Jan 9 '97 Feb 7 '97 Board,Williams 156 BUDGT Meeting with counselors and principals to review courses offerings 1997-98 0% Jan 29 '97 Feb 17'97 Elston 157 BUDGT Print secondary course selection sheets 0% Jan 29 '97 Feb 17'97 Williams,Gadberry,Anderson 158 BUDGT Counselors meet with students and complete course selection sheets 0% Feb 19'97 Mar 11 '97 Principals,Counselors 159 BUDGT Counselors send course selection sheets to receiving schools 0% Mar 7 '97 Mar 10'97 Principals,Counselors 160 BUDGT Registrars tally course selections 0% Mar 11 '97 Mar 31 '97 Principals,Registrars Page 20 FY98 June 28 '96Little Rock School District Program Planning and Budgeting Tool ID 161 Code BUDGT Name ______________________________ Review course tallies secondary. Note possible staffing changes based on courses requested % Complete 0% Scheduled Start Apr 1 '97 Scheduled Finish Apr 21 '97 Revised Finish Resource Names Gadberry,Hurley, Anderson 162 BUDGT Identify elementary enrollment (tentative) for 1997-98 0% Apr 1 '97 May 19'97 Hurley,Gadberry,Asst Supts,Acres 163 BUDGT Make determination by subject area (secondary) of possible changes and by projected elementary enrolled 0% Apr 1 '97 Apr 21 '97 Gadberry,Hurley,Asst. Supts. 164 BUDGT List known retirements, resignations, and intern positions 0% Apr 3 '97 Apr 24 '97 Gadberry,Hurley 165 BUDGT Identify certified personnel for Reduction in Force (RIF), if needed 0% Apr 22 '97 Apr 29 '97 Hurley,Gadberry,Asst. Supts. 166 BUDGT Notify certified personnel of Reduction in Force (RIF), if needed staff reduction 0% Apr 24 '97 Apr 30 '97 Hurley,Gadberry 167 BUDGT Recall certified personnel from RIF, if needed 0% Jun 3 '97 Aug 1 '97 Hurley,Gadberry 168 BUDG Notify classified personnel of staff reduction 0% May 6 '97 Jul 15'97 Hurley,Gadberry Page 21 FY98 June 28 '96Little Rock School District Program Planning and Budgeting Tool ID 169 Code BUDGT Name Recall classified personnel from RIF, if needed % Complete 0% Scheduled Start Jun 3 '97 Scheduled Finish Aug 15'97 Revised Finish Resource Names Hurley 122 BUDGT PROVIDE BROAD-BASED INTERNAL AND 0% Feb 3'97 May 1 '97 Modeste. Vann. Williams 171 BUDGT Plan for internal and external feedback. Set locations and dates 0% Feb 3 '97 Feb 17'97 Williams,Modeste, Vann 172 BUDGT Execute advertisement for district feedback, Session I 0% Feb 3 '97 May 1 '97 Modeste,Vann 173 BUDGT Conduct District Feedback Session I 0% Feb 3 '97 May 1 '97 Williams 174 BUDGT Execute advertisement plan for district feedback. Session II 0% Feb 3 '97 May 1 '97 Modeste,Vann 175 BUDGT Conduct District Feedback Session 11 0% Feb 3 '97 May 1 '97 Williams 176 BUDGT Execute advertisement lor district feedback. Session III 0% Feb 3 '97 May 1 '97 Vann,Modeste Page 22 FY98 June 28 '96I Little Rock School District Program Planning and Budgeting Tool ID 177 Code BUDGT Name Conduct district feedback. Session III % Complete 0% Scheduled Start Feb 3 '97 Scheduled Finish May 1 '97 Revised Finish Resource Names Williams 178 BUDGT Execute advertisement for district feedback. Session IV 0% Feb 3 '97 May 1 '97 Modeste.Vann 179 BUDGT Conduct district feedback, Session IV 0% Feb 3 '97 May 1 '97 Williams 180 BUDGT Execute advertisement for district feedback. Session V 0% Feb 3 '97 May 1 '97 Modeste.Vann 181 BUDGT Conduct district feedback, Session V 0% Feb 3 '97 May 1 '97 Williams 182 BUDGT Execute advertisement for district feedback. Session VI 0% Feb 3 '97 May 1 '97 Modeste.Vann 183 Conduct district feedback. Session VI 0% Feb 3 '97 May 1 '97 Williams 184 BUDGT Execute advertisement plan for Town Hall feedback. Session I 0% Feb 3 '97 May 1 '97 Modeste.Vann Page 23 FY98 June 28 '96ID 185 Code BUDGT Name____________________________ Conduct Town Hall feedback. Session I 186 BUDGT Execute advertisement plan for Town Hall feedback. Session II 187 BUDGT Conduct Town Hall feedback , Session II 188 BUDGT Execute advertisement tor Town Hall feedback. Session III 189 BUDGT Conduct Town Hall feedback, Session III 190 SPLAN STRATEGIC PLANNING - IMPLEMENTATION QE APPROVED YEAR ONE ACTION PLANS 191 SPLAN Conduct evaluation for year one 192 SPLAN Identify action plans for year two implementation Page 24 Little Rock School District Program Planning and Budgeting Tool % Complete 0% Scheduled Start Feb 3 '97 Scheduled Finish May 1 '97 Revised Finish Resource Names Williams 0% 0% 0% 0% 0% 0% 0% Feb 3 '97 Feb 3 '97 Feb 3 '97 Feb 3 '97 Jul 1 '96 Jul 1 '96 Jul 1 '96 FY98 May 1 '97 May 1 '97 May 1 '97 May 1 '97 Jun 30 '97 Jun 28 '97 Jun 30 '97 Modeste,Vann Williams Williams Modeste,Vann Young.Modeste Young,Modeste, Williams Young,Modeste June 28 '96f Little Rock School District Program Planning and Budgeting Tool ID 193 Code SPLAN Name Implement site-based management strategic planning phase % Complete 0% Scheduled Start Jul 1 '96 Scheduled Finish Jun 30 '97 Revised Finish Resource Names_______________ Young,Modeste,Asst. Supts,Kohler 194 MR MONITORING AND REPORTING OF 0% Aug 1 '9S Sec .1 '97 Jackson 195 MR 196 MR 197 MR 198 MR 199 MR 200 MR Page 25 DOCUMENT REPORT IIST QUARTER: 2ND QUARTER: 3RD QUARTER: 4TH QUARTERI Revise written program budget document instructions, as needed Plan maintenance education and orientation regarding the program budget document process Distribute written program budget document instructions to principals and program managers Conduct maintenance education workshops and orientation sessions regarding the program budget document process for principals, clerical staff, program managers, primary and secondary leaders 1ST QUARTER PROGRAM BUDGET DOCUMENT REPORTS Review program budget document with program managers and principals 0% 0% 0% 0% 0% 0% Aug 31 '96 Sep 5 '96 Lewis Aug 1 '96 Sep 2 '96 Jackson,Lewis Sep 2 '96 Sep 4 '96 Aug 8 '96 Aug 8 '96 FY98 Sep 4 '96 Oct 1 '96 Dec 20 '96 Oct 15'96 Lewis,PRE Clerical Jackson,Lewis Jackson Asst. Supts,Lewis,PRE Clerical June 28 '96Little Rock School District Program Planning and Budgeting Tool IO 201 Code MR Name Carryout training sessions on the Program Budget Document % Complete 0% Scheduled Start Sep 2 '96 Scheduled Finish Sep 13 '96 Revised Finish Resource Names Lewis,Jackson 202 MR Send reminder notice regarding deadline for entering 1 st Quarter PBD activities 0% Oct 3 '96 Oct 3 '96 Lewis 203 MR Last day to enter activities for the 1st Quarter PBD 0% Oct 14 '96 Oct 14 '96 Principals,Program Managers 204 MR PRE develops narrative and the Controller provides financial info for the PBD reports 0% Oct 16'96 Oct 31 '96 Lewis,Milhollen 205 MR PRE combines all information for the 1st Quarter Program Budget Report 0% Oct 31 '96 Nov 8 '96 Lewis,PRE Clerical 206 MR Submit report to Attorney for review 0% Nov 8 '96 Nov 13'96 Lewis 207 MR Prepare for publication of 1st Quarter Program Budget Document Reports 0% Nov 13'96 Nov 13'96 Lewis,Jackson 208 MR Submit 1st Quarter Program Budget Document Reports to Court 0% Nov 21 '96 Nov 21 '96 Jackson,Attorney Page 26 FY98 June 28 '96Little Rock School District Program Planning and Budgeting Tool ID 209 Code MR Name Primary leaders provide feedback to the secondary people regarding achievement reporting in the PBD % Complete 0% Scheduled Start Nov 21 '96 Scheduled Finish Dec 20 '96 Revised Finish Resource Names Primary Leaders 210 MR 2ND QUARTER PROGRAM BUDGET DOCUMENT REPORTS 0% Nov 21 '96 Mar 25 '97 Jackson 211 MR Advise program managers and principals on Programs Budget Document 0% Nov 21 '96 Jan 14 '97 Asst. Supts,Lewis 212 MR Send reminder notice regarding deadline to enter activities for 2nd Quarter PBD 0% Jan 6 '97 Jan 6 '97 Lewis 213 MR Last day to enter activities for the 2nd Quarter 0% Jan 13 '97 Jan 13'97 Program Managers,Principals 214 MR PRE revises narrative and the controller provides financial info for Program Budget Document Reports (DSeg and NonDSeg) 0% Jan 29 '97 Feb 4 '97 Lewis, Milhollen 215 MR PRE combines all revised information for 2nd Quarter Program Budget Document Reports 0% Jan 29 '97 Feb 4 '97 Lewis,PRE Clerical 216 MR Submit report to Attorney for review 0% Feb 14'97 Feb 19'97 Attorney,Jackson Page 27 FY98 June 28 '96Little Rock School District Program Planning and Budgeting Tool ID 217 Code MR Name Prepare publication of 2nd Quarter Program Budget Document Reports % Complete 0% Scheduled Start Feb 20 '97 Scheduled Finish Feb 20 '97 Revised Finish Resource Names Lewis 218 MR Submit 2nd Quarter Program Budget Document Reports to Court 0% Feb 25 '97 Feb 25 '97 Jackson,Attorney 219 MR Primary leaders provide feedback to their secondary people regarding achievement reporting in the PBD 0% Feb 25 '97 Mar 25 '97 Primary Leaders 22Q MR 3BD QUARTER PROGRAM BUDGET DOCUMENT REPORTS 0% Feb 25 '97 Jackson 221 MR Advise program managers and principals on the Program Budget Document 0% Feb 25 '97 Apr 15'97 Asst. Supts,Lewis 222 MR Send reminder notice regarding deadline to enter 3rd Quarter activities 0% Mar 7 '97 Mar 7 '97 Lewis 223 MR Last day to enter activities for the third quarter PBD 0% Apr 3 '97 Apr 3 '97 Principals,Program Managers 224 MR PRE combines all revised information for 3rd Quarter PBD Report 0% May 6 '97 May 12'97 Lewis,PRE Clerical Page 28 FY98 June 28 '96Little Rock School District Program Planning and Budgeting Tool ID 225 Code MR Name Submit report to Attorney for review % Complete 0% Scheduled Start May 13'97 Scheduled Finish May 16 '97 Revised Finish Resource Names Lewis 226 MR Prepare for publication of 3rd Quarter Program Budget Document Report 0% May 20 '97 May 23 '97 Lewis 227 MR Submit 3rd Quarter Program Budget Document to Court 0% May 27 '97 May 27 '97 Jackson .Attorney 228 MR Primary leaders provide feedback to their secondary people regarding achievement reporting in the PBD 0% May 27 '97 Jun 25 '97 Primary Leaders 229 MR 4th QUARTER PROGRAM BUDGET DOCUMENT REPORTS 0% May 9 '97 Sep 1 '97 Jackson 230 MR Advise program managers and principals on Program Budget Document 0% May 27 '97 Jul 25 '97 Asst. Supts.Lewis.PRE Clerical 231 MR Send reminder notice regarding last date to enter activities 0% May 9 '97 May 15'97 Lewis 232 MR Last day to enter activities for the 4th Quarter 0% Jul 11 '97 Jul 11 '97 Program Managers Page 29 FY98 June 28 '96Little Rock School District Program Planning and Budgeting Tool ID 233 Code MR Name PRE develops narrative and the controller provides financial information for 4th quarter Program Budget Document Report % Complete 0% Scheduled Start Jul 29 '97 Scheduled Finish Aug 4 '97 Revised Finish Resource Names Lewis,Milhollen 234 MR PRE combines all information for 4th Quarter Program Budget Document Report 0% Jul 29 '97 Aug 4 '97 Lewis,PRE Clerical 235 MR Submit report to Attorney for review 0% Aug 12'97 Aug 12'97 Jackson 236 MR Prepare for publications the 4th Quarter Program Budget Document Report 0% Aug 18 '97 Aug 19'97 Lewis 237 MR Submit 4th Quarter Program Budget Document Reports to Court 0% Aug 26 '97 Aug 26 '97 Jackson.Attorney 238 MR Primary leaders provide feedback to their secondary people regarding achievement reporting in the PBD 0% Aug 1 '97 Sep 1 '97 Primary Leaders 232 MR SUBMIT MONTHLY MANAGEMENT REPORT [MANAGEMENT TOOL) TO COURT 0% Jul 31 '96 Aug 31 '97 Jackson 240 MR Submit July's monthly management report to Court 0% Jul 31 '96 Jul 31 '96 Jackson.Attorney Page 30 FY98 June 28 '96Little Rock School District Program Planning and Budgeting Tool ID 241 Code MR Name Submit August's monthly management report to Court % Complete 0% Scheduled Start Aug 30 '96 Scheduled Finish Aug 30 '96 Revised Finish Resource Names Jackson,Attorney 242 MR Submit September's monthly management report to Court 0% Sep 30 '96 Sep 30 '96 Jackson,Attorney 243 MR Submit October's monthly management report to Court 0% Oct 31 '96 Oct 31 '96 Jackson,Attorney 244 MR Submit November's monthly management report to Court 0% Nov 29 '96 Nov 29 '96 Jackson,Attorney 245 MR Submit December's monthly management report to Court 0% Dec 20 '96 Dec 20 '96 Jackson,Attorney 246 MR Submit January's monthly management report to Court 0% Jan 31 '97 Jan 31 '97 Jackson,Attorney 247 MR Submit February's monthly management report to Court 0% Feb 28 '97 Feb 28 '97 Jackson,Attorney 248 MR Submit March's monthly management report to Court 0% Mar 31 '97 Mar 31 '97 Jackson,Attorney Page 31 FY98 June 28 '96ID 249 Code MR Name________________________________ Submit April's monthly management report to Court 250 MR Submit May's monthly management report to Court 251 MR Submit June's monthly management report to Court 252 MR Submit July's monthly management report to Court 253 MR Submit August's monthly management report to Court 254 ORG REASSESSMENT OF PROCESS AND. ORGANIZATION 1996-97 255 ORG Analyze, reassess, and revise planning organization and structure 256 ORG Revise, discuss and reach consensus regarding format and tasking of 1996-97 Management Tool Page 32 Little Rock School District Program Planning and Budgeting Tool % Complete 0% Scheduled Start Apr 30 '97 Scheduled Finish Apr 30 '97 Revised Finish Resource Names Jackson ,Attorney 0% 0% 0% 0% 0% 0% 0% May 3 '97 May 5 '97 Jackson,Attorney Jun 30 '97 Jun 30 '97 Jackson .Attorney Jul 31 '97 Jul 31 '97 Jackson,Attorney Aug 31 '97 Aug 31 '97 Jackson Jul 1 '96 Jul 1 '96 Jul 1 '96 FY98 Aug 29 '97 Jul 31 '97 Jul 18'96 Jackson.Attorney Williams,Jackson Cabinet,Lewis, Jackson June 28 '96f Little Rock School District Program Planning and Budgeting Tool ID 257 Code ORG Name Initial circulation of 1996-97 Management Tool % Complete 0% Scheduled Start Jul 22 '96 Scheduled Finish Jul 26 '97 Revised Finish Resource Names Lewis,Jackson 258 ORG Evaluate tasking of 1996-97 Management Tool 0% Jul 24 '96 Aug 29 '97 Cabinet,Lewis Page 33 FY98 June 28 '961st Quarter ID 1 Code PINV Name % Complete 0% Scheduled Start Jul | Aug | Sep Jul 3 '96 2nd Quarter Oct I Nov I Dec 3rd Quarter Jan [ Feb | Mar 4th Quarter Apr I May | Jun 1st Quar Jul I Aug~ 2 PINV Identify and revise DSeg and NonDSeg Programs 0% Jul 3 '96 3 PINV Review and adjust primary and secondary leaders for DSeg and NonDSeg Programs 0% Jul 17'96 4 PINV Finalize list of DSeg and NonDSeg Programs 0% Aug 15 '96 Q 5 PINV Generate a Program Inventory Report for 1996-97 0% Aug 19 '96 0 6 PEVAL PROGRAM EVALUATION OK, Jul 3 '96 7 PEVAL Notify program managers that program evaluation begins in fall
begin data collection 0% Jul 3 '96 Project: FY 98 Date: 6/28/96 Critical Noncritical Progress Milestone Summary Rolled Up Page 1ID 8 9 10 11 12 13 14 15 Code PEVAL PEVAL PEVAL PEVAL PEVAL PEVAL PEVAL PEVAL Project: FY 98 Date: 6/28/96 Name Review/revise process for cabinet review of program evaluations Review/revise program evaluation instrument Conduct required training sessions describing the process and evaluation criteria for designated staff Distribute program evaluation instruments and instructions to primary and/or secondary leaders: provide additional information/instruments, if needed Program evaluations due from secondary or primary leaders Review program evaluations (DSeg and NonDSeg) for programs needing extended evaluations Finalize identification of programs needing extended evaluation Notify appropriate staff to prepare Extended Program Evaluations Critical Noncritical % Complete 0% 0% 0% 0% 0% 0% 0% 0% Scheduled Start Aug 1 '96 Aug 1 '96 Aug 15'96 Aug 26 '96 Sep 16 '96 Sep 18 '96 Oct 2'96 Oct 16 '96 Progress H Milestone Page 2 1st Quarter 2nd Quarter I 3rd Quarter [ 4th quarter Jul I Aug I Sep Oct | Nov | Dec Jan | Feb | Mar Apr | May | Jun I 0 Summary Rolled Up Q 1st Quar Jul I Aug~1 st Quarter ID 16 17 19 20 21 22 Code PEVAL PEVAL NEEQS NEEDS NEEDS NEEDS NEEDS Project: FY 98 Date: 6/28/96 Name Extended evaluations due Cabinet review extended evaluations for merge into needs assessment report Review types of data to measure needs of district for FY 96-97 Analyze results of the budgeting and planning priorities revealed from the 95-96 Needs Assessment Report Review strategic planning mission statement and goals of the District (and implement) Board identifies District concerns for input from public at Town Hall/District Dialogues Critical - 2nd Quarter 3rd Quarter Noncritical % Complete 0% Scheduled Start Nov 13'96 Jul 4th Quarter I Aug I Se^ Oct | Nov | Dec Jan [ Feb | Mar Apr | May | Jun I 1 st Quar Jul I Aug 0% 0% 0% 0% 0% 0% Nov 1896 Seo 3'96 Sep 3 '96 Sep 3 '96 Sep 3 '96 Sep 12 '96 Progress Milestone Page 3 0 a Summary Rolled Up Q 0ID 22 Code tlEtUS Name STANFORD 8 TEST DATA SBJDY % Complete 0% Scheduled Start Seo 11 '96 1 st Quarter 2nd Quarter I 3rd Quarter | 4th Quarter Jul I Aug I SeF Oct | Nov | Dec Jan [ Feb | Mar Apr | May | Jun f 1 st Quar Jul I Aug 24 25 26 27 28 29 NEEDS NEEDS NEEDS NEEDS NEEDS NEEDS Project: FY 98 Date: 6/28/96 Define purpose and scope for Stanford 8 Test data study Assign responsibilities for study of Stanford 8 Test data Design data collection plan for study of Stanford Collect and analyze data from the Fall 96 Stanford 8 Test Prepare Stanford 8 Test Report Submit Stanford 8 Test Report to PRE for merge into needs assessment Critical 0% 0% 0% 0% 0% 0% i Noncritical Sep 11 '96 Sep 11 '96 Sep 11 '96 Sep 16 '96 Oct 11 '96 Oct 31 '96 Progress m Milestone Page 4 a 0 I Summary Rolled Up QID 2D Code NEEDS Name PRE EDUCATIONAL EQUITY MONITORING REPORTS SURVEY % Complete 0% Scheduled Start Sep 11 '96 1 st Quarter Jul [ Aug I Sep 2nd Quarter Oct I Nov I Dec 3rd Quarter Jan I Feb | Mar 4th Quarter Apr I May | Jun 1 st Quar Jul I Aug~ 31 NEEDS Define purpose and scope tor PRE Educational Equity Monitoring Reports Study 0% Sep 11 '96 32 NEEDS Assign responsibilities for PRE Educational Equity Monitoring Reports Study 0% Sep 11 '96 33 NEEDS Analyze data from PRE Educational Equity Monitoring Reports Studies 0% Sep 18 '96 34 NEEDS Prepare PRE Educational Equity Monitoring findings 0% Oct 2'96 35 as NEEDS NEEDS Project: FY 98 Dale: 6/28/96 Merge findings of Educational Equity Monitoring Reports Study into needs assessment listing SCHOOL CLIMATE/HUMAN RELATIONS SURVEY ISC/HRISTUDY Critical 0% 0% Oct 31 '96 Sep 11 '96 Noncritical Progress Milestone Summary Rolled Up Page 5ID 37 Code NEEDS Name Define purpose and scope of SC/HR Survey % Complete 0% Scheduled Start Sep 11 '96 1$t Quarter 2nd Quarter Jul I Aug I Sep Oct | Nov | Dec 3rd Quarter 4th Quarter 38 NEEDS Assign responsibilities for SC/HR data collections 0% Sep 11 96 39 NEEDS Design data collection plan for study of SC/HR 0% Sep 11 '96 40 NEEDS Collect and analyze data from SC/HR Survey 0% Sep 18'96 41 NEEDS Prepare SC/HR Survey Report 0% Oct 15'96 42 NEEDS Submit SC/HR Survey Report to PRE for merge into needs assessment 0% Oct 31 '96 43 NEEDS EQRPQRTIQNALS ALLOCATION FORMULAS STUDY 0% Seo 11 '96 44 NEEDS Define purpose and scope of Proportional Allocation Formulas 0% Sep 11 '96 Jan I Feb | Apr | May | Jun 1st Quar Jul I Aug~ Project: FY 98 Date: 6/28/96 Critical Noncritical Progress M Milestone | Summary Rolled Up Q Page 6ID 45 Code NEEDS Name Assign responsibilities for Proportional Allocation Formulas % Complete 0% Scheduled Start Sep 11 '96 1st Quarter Jul I Aug I Sep 2nd Quarter Oct I Nov I Dec 3rd Quarter Jan I Feb [ Mar 4th Quarter Apr I May | Jun 1st Quar Jul I Aug' 46 NEEDS Design data collections plan for Proportional Allocation Formulas 0% Sep 11 '96 47 NEEDS Collect and analyze data for Proportional Allocation Formulas 0% Sep 15 '96 48 NEEDS Prepare Proportional Allocation Formulas Report 0% Oct 14 '96 49 NEEDS Merge findings of Proportional Allocations Formulas Study Report into needs assessment listing 0% Oct 31 '96 I 5Q NEEDS DESEGREGATION MONITORING REPORTS AUDIT FROM PPM 0% Sep 11 '96 51 NEEDS Define purpose and scope of Desegregation Monitoring Reports Audit 0% Sep 11 '96 52 NEEDS Assign responsibility for data collection of transcripts and Desegregation Monitoring Reports Audit 0% Sep 11 '96 Project: FY 98 Date: 6/28/96 Critical Noncritical Progress h Milestone Summary Rolled Up Q Page 7ID 53 Code NEEDS Name Design data collection plan for study of Desegregation Monitoring Reports Audit % Complete 0% Scheduled Start Sep 11 '96 1st Quarter Jul I Aug I Sep 54 NEEDS Collect data 0% Sep 18'96 55 NEEDS Review with Cabinet and Attorneys 0% Oct 16'96 56 NEEDS Report findings to PRE 0% Oct 31 '96 57 NEEDS Merge new obligations with Program Budget Document 0% Nov 1 '96 SB NEEDS COURT ORDERS AUDIT 0% Sep n '9 59 NEEDS Define purpose and scope of Court Orders Audit 0% Sep 11 '96 60 NEEDS Project
FY 98 Date: 6/28/96 Assign responsibility for data collection of Court Orders Audit Critical Noncritical 0% Sep 11 '96 2nd Quarter Oct I Nov I Dec 3rd Quarter Jan I Feb | Mar 4th Quarter Apr I May | Jun 1st Quar Jul I Aug~ Progress - Milestone H Summary Rolled Up Page 8ID 61 Code NEEDS Name Collect data % Complete 0% Scheduled Start Sep 18'96 1st Quarter Jul I Aug I Sep 2nd Quarter Oct I Nov I Dec 3rd Quarter Jan I Feb | Mar 4th Quarter Apr I May [ Jun 1st Quar Jul [ Aug' 62 NEEDS Review with Cabinet and Attorneys 0% Oct 16'96 63 NEEDS Report findings to PRE 0% Nov 1 '96 64 NEEDS Merge new obligations with Program Budget Document 0% Nov 1 '96 5 NEEDS TOWN HALL MEETINGS 0% Seo 11 '96 66 NEEDS Define purpose and scope of Town Hall Meetings 0% Sep 11 '96 67 NEEDS Review previous years data from Town Hall Report 0% Sep 11 '96 68 NEEDS Review and data collection plan (matrix)for Town Hall Meetings 0% Sep 11 '96 Project: FY 98 Date: 6/28/96 Critical Noncritical Progress Milestone | Summary Rolled Up Q Page 9ID 69 Code NEEDS Name Set locations and schedule for Town Hall Meeting % Complete 0% Scheduled Start Sep 11 '96 1st Quarter Jul I Aug I Sep 2nd Quarter | 3rd Quarter | 4th Quarter Oct I Nov I Dec Jan | Feb | Mar Apr | May | Jun 1st Quar Jul I Aug~ 70 NEEDS Develop advertisement plan and schedule for Town Hall Meetings
Prepare sample agenda 0% Sep 11 '96 0 71 72 73 74 75 76 NEEDS NEEDS NEEDS NEEDS NEEDS NEEDS Project: FY 98 Date: 6/28/96 Execute advertisement plan for Town Hall Meeting I Conduct Town Hall Meeting I Gather feedback data from Town Hall Meeting I for input into matrix Execute advertisement plan for Town Hall Meeting II Conduct Town Hall Meeting II Gather feedback data from Town Hall Meeting II for input into matrix Critical 0% 0% 0% 0% 0% 0% Noncritical Sep 18'96 Sep 18 '96 Sep 18'96 Sep 18 '96 Sep 18'96 Sep 18 '96 Progress H Milestone | Page 10 Summary Rolled Up 1st Quarter 2nd Quarter ID 77 Code NEEDS Name Execute advertisement plan for Town Hall Meeting III % Complete 0% Scheduled Start Sep 18'96 Jul [ Aug I Sep ~Oct | Nov [ Dec 78 NEEDS Conduct Town Hall Meeting III 0% Sep 18 '96 3rd Quarter 4th Quarter Jan I Feb | Mar ~Apr | May | Jun Ist Quar Jul I Aug' 79 NEEDS Finalize and publish Town Hall Meeting Report 0% Nov 1 '96 80 NEEDS Merge findings of Town Hall Meeting Report, 1996-97 into needs assessment listing 0% Nov 15'96 0 ai MEEDS DISTRICT DIALOGUES 0% Seo 11 '96 82 NEEDS Define purpose and scope of District Dialogues 0% Sep 11 '96 83 NEEDS Review previous years data from District Dialogue Report 0% Sep 11 '96 84 NEEDS Review data collection plan (matrix) for District Dialogues 0% Sep 11 '96 Q Project: FY 98 Date
6/28/96 Critical Noncritical Progress H Milestone H Summary Rolled Up Page 11ID 85 86 87 88 89 90 91 92 Code NEEDS NEEDS NEEDS NEEDS NEEDS NEEDS NEEDS NEEDS Project: FY 98 Date: 6/28/96 Name Set locations and schedule for District Dialogue Meetings Develop advertisement plan and schedule for District Dialogues: prepare sample agenda Execute advertisement plan for District Dialogue l(Principals) Conduct District Dialogue I Gather feedback from District Dialogue 1 for input into matrix Execute advertisement plan for District Dialogue ll(Asst. Principals) Conduct District Dialogue II Gather feedback data from District Dialogue II for input into matrix Critical Noncritical % Complete 0% 0% 0% 0% 0% 0% 0% 0% Scheduled Start Sep 11 '96 Sep 11 '96 Sep 18'96 Sep 18 '96 Sep 18 '96 Sep 18 '96 Sep 18 '96 Sep 18 '96 Progress h Milestone | Page 12 1st Quarter Jul I Aug I Sep 0 0 2nd Quarter Oct I Nov I Dec Summary Rolled Up 3rd Quarter 4th Quarter Jan I Feb | Mar ~Apr | May | Jun 1 st Quar Jul I AugID 93 94 95 96 97 98 99 100 Code NEEDS NEEDS NEEDS NEEDS NEEDS NEEDS NEEDS NEEDS Project: FY 98 Date: 6/28/96 Name Execute advertisement plan for District Dialogue lllfTeachers) Conduct District Dialogue III Gather feedback data from District Dialogue III for merge into matrix Execute advertisement plan for District Dialogue IV(Admin. and Classified) Conduct District Dialogue IV Gather feedback data from District Dialogue IV for input into matrix Execute advertisement plan for District Dialogue V(Transportation) Conduct District Dialogue V Critical 1 st Quarter 2nd Quarter 3rd Quarter 4th Quarter Noncritical % Complete 0% Scheduled Start Sep 18 '96 Jul I Aug I Sep Oct | Nov | Dec Jan | Feb | Mar Apr | May [ Jun 0% 0% 0% 0% 0% 0% 0% Sep 18 '96 Sep 18 '96 Sep 18 '96 Sep 18 '96 Sep 18 '96 Sep 18'96 Sep 18'96 Progress h Milestone | Page 13 Summary Rolled Up 1st Quar Jul I Aug~1 st Quarter 2nd Quarter ID 101 Code NEEDS Name Gather feedback data from District Dialogue V for input into matrix % Complete 0% Scheduled Start Sep 18 '96 Jul I Aug I Sep ~bct | Nov | Dec 102 NEEDS Finalize and publish District Dialogue Report 1996-97 0% Nov 1 '96 103 NEEDS Merge findings of District Dialogue Report 1996-97 into needs assessment listing 0% Nov 15'96 0 104 NEEDS PREPARE NEEDS ASSESSMENT REPORT 0% Nov 1 '96 105 NEEDS Conduct Administrative review of available districtwide reports and objective data 0% Nov 1 '96 106 NEEDS Review of available districtwide reports and objective data by Board 0% Nov 1 '96 107 NEEDS Publish Draft of Needs Assessment /Report and disseminate to selected persons 0% Nov 27 '96 I 108 NEEDS Publish Needs Assessment Report, 1996-97 0% Nov 30 '96 Project: FY 98 Date: 6/28/96 Critical Noncritical Progress h Milestone | Summary Rolled Up Page 14 3rd Quarter Jan I Feb | Mar 4th Quarter Apr I May | Jun 1 st Quar Jul I Aug~ID 109 111 112 113 115 Code GOALS GOALS GOALS GOALS GOALS PDEV PDEV Project: FY 98 Date: 6/28/96 Name PLANNING AND BUDGET GOALS CABINET PLANNING SESSION Review 1995-96 Needs Assessment Report Distribute 1996-97 Needs Assessment Report to Cabinet members Distribute mission statement, goals and written priorities (strategic planning action plans) SOfiMll BUSINESS CASE FOR PROGRAM AND/OR MODIFICATIONS TO SUPERINTENDENT Critical 1st Quarter 2nd Quarter Noncritical % Complete 0% Scheduled Start Oct 2 '96 Jul I Aug [ Sep Oct | Nov | Dec 3rd Quarter 4th Quarter Jan I Feb | Mar Apr | May [ Jun 1 st Quar Jul I Aug 0% 0% 0% 0% 0% 0% Progress Milestone Oct 2 '96 Oct 2'96 Dec 2 '96 Dec 13 '96 Nov 1 '96 Nov 1 '96 Summary Rolled Up Q Page 15 0 1ID 116 Code PDEV Name Review process for program development % Complete 0% Scheduled Start Nov 1 '96 1st Quarter 2nd Quarter Jul I Aug I Sep Oct | Nov | Dec 3rd Quarter | 4th Quarter~ Jan I Feb | Mar Apr | May [ Jun 1st Quar Jul I Aug~ 117 118 119 120 121 122 123 PDEV PDEV PDEV PDEV PDEV PDEV PDEV Project: FY 98 Date. 6/28/96 Use extended program evaluations to identify program additions, modifications, deletions Notify appropriate staff to prepare Business Cases on results of extended program evaluations Review recommendations from district needs assessment report in order to identify additional programs or programs modifications resulting in business case(s) Business Cases due Review of Business Cases by Cabinet Submit Business Cases for program and/or program modifications to Board of Directors Review of Business Cases by Board Critical 0% 0% 0% 0% 0% 0% 0% Noncritical Nov 18'96 Nov 18'96 Dec 5 '96 Jan 8 '97 Jan 15'97 Feb 6 '97 Feb 6 '97 0 0 I 0 I Progress b Milestone Summary Rolled Up Q Page 161 st Quarter 2nd Quarter ID 124 125 126 127 128 129 130 131 Code BUDGT BUDGT BUDGT BUDGT BUDGT BUDGT BUDGT BUDGT Project: FY 98 Date: 6/28/96 Name 3rd Quarter BOARD RETREAT/BOARD WQRKSESSION Determine date and site for Board Retreat Identify and establish agenda items for Board Worksession Identify materials for Board Worksession Distribute materials for Board Worksession Conduct data analysis work session in preparation for Board Worksession Conduct Board Worksession Report outcomes of Board Worksession Critical ' Noncritical % Complete 0% 0% 0% 0% 0% 0% 0% 0% Scheduled Start Dec 9 '96 Dec 9 '96 Dec 9 '96 Dec 9 '96 Jan 9 '97 Jan 13 '97 Jan 21 '97 Jan 31 '97 Progress m Milestone Page 17 Jul I Aug I Sep Oct | Nov | Dec Jan | Feb | Mar 0 0 4th Quarter Apr I May | Jun 1st Quar Jul I Aug~ Summary Rolled Up ID 132 Code BUDGT Name BUDGETING % Complete 0% Scheduled Start Nov 20 '96 1st Quarter Jul I Aug I Sep 2nd Quarter Oct I Nov I Dec 3rd Quarter Jan I Feb | Mar 4th Quarter Apr I May | Jun 1st Quar Jul I Aug~ 133 BUDGT Develop budget preparation training materials 0% Nov 20 '96 134 BUDGT Conduct budget preparation training sessions and distribute instructions for budget preparation training at all levels 0% Dec 2 '96 0 135 BUDGT Budget managers develop and submit revised 1996-97 expense budget revisions and 1997-98 expense budget requests 0% Dec 11 '96 136 BUDGT Begin districtwide expense budget consolidation and executive review process 0% Jan 9 '97 137 BUDGT Year to date revenue expenditure analysis 0% Jan 9 '97 138 BUDGT Revise financial forecast for coming year 0% Feb 26 '97 0 139 BUDGT Project: FY 98 Date: 6/28/96 Submit proposed budget to Board Critical Noncritical 0% Mar 13'97 I Progress m Milestone | Summary Rolled Up Page 18ID 140 Code BUDGT Name Conduct Board Work Sessions on proposed budget % Complete 0% Scheduled Start Mar 18'97 1st Quarter Jul I Aug I Sep 2nd Quarter Oct I Nov I Dec 3rd Quarter Jan I Feb | Mar 4th Quarter Apr I May | Jun 1st Quar Jul I Aug' 141 BUDGT Revise proposed budget, as needed 0% Mar 14'97 142 BUDGT Prepare tentative budget 0% Apr 3 '97 143 BUDGT Board review of tentative budget 0% May 22 '97 1 144 BUDGT Conduct Board Work Session on tentative Budget 0% May 23 '97 0 145 BUDGT Account reconciliation and Purchase Order (PO) clean-up 0% Jun 17'97 146 BUDGT 147 BUDGT Receipt of state generated revenue numbers (payroll liabilities, adjusted supplemental payroll, last payroll, Carl Perkins, M to M, JTPA, Vocational Ed., Chapters 1 and 2, Compensatory Ed., MFPA, Transportation, ABC) Close-out 1996-97 accounts: adjust physical inventory, (fiscal)federal grants, magnet, state grants, accruals 0% 0% Jun 17'97 Jul 1 '97 Project: FY 98 Date: 6/28/96 Critical Noncritical Progress m Milestone | Summary Rolled Up Page 19ID 148 Code BUDGT Name Compute ending fund balance % Complete 0% Scheduled Start Jul 22 '97 1 st Quarter Jul I Aug I Sep 2nd Quarter Oct [ Nov I Dec 3rd Quarter Jan I Feb | Mar 4th Quarter Apr I May | Jun 1st Quar Jul I Aug~ I 149 BUDGT Administrative review of final budget 0% Jul 24 '97 150 BUDGT Submit final budget to Board 0% Jul 31 '97 151 BUDGT Board review and adoption of 1997-98 final budget 0% Jul 31 '97 0 152 BUDGT Submit final Budget to Court/Parties 0% Aug 11 '97 a 153 BUDGT Submit 97-98 final budget to State 0% Aug 22 '97 0 154 BUDGT Staffing 0% Jan 9 '97 155 BUDGT Project: FY 98 Date: 6/28/96 Review/Adoption of changes in course offerings by Board Critical 0% Jan 9 '97 Noncritical Progress H Milestone | Summary Rolled Up Page 20ID 156 Code BUDGT Name Meeting with counselors and principals to review courses offerings 1997-98 % Complete 0% Scheduled Start Jan 29 '97 1 st Quarter Jul I Aug I Sep 2nd Quarter Oct I Nov I Dec 3rd Quarter Jan [ Feb | Mar 4th Quarter Apr I May | Jun 1st Quar Jul I Aug~ 157 BUDGT Print secondary course selection sheets 0% Jan 29 '97 158 BUDGT Counselors meet with students and complete course selection sheets 0% Feb 19'97 159 BUDGT Counselors send course selection sheets to receiving schools 0% Mar 7 '97 0 160 BUDGT Registrars tally course selections 0% Mar 11 '97 161 BUDGT Review course tallies secondary. Note possible staffing changes based on courses requested 0% Apr 1 '97 162 BUDGT Identify elementary enrollment (tentative) for 1997-98 0% Apr 1 '97 163 BUDGT Make determination by subject area (secondary) of possible changes and by projected elementary enrolled 0% Apr 1 '97 Project: FY 98 Date: 6/28/96 Critical Noncritical Progress .. Milestone | Summary Rolled Up Page 21ID 164 Code BUDGT Name List known retirements, resignations, and intern positions % Complete 0% Scheduled Start Apr 3 '97 1st Quarter Jul I Aug I Sep 2nd Quarter Oct I Nov I Dec 3rd Quarter Jan I Feb | Mar 4th Quarter Apr I May | Jun 1 st Quar Jul I Aug 165 BUDGT Identify certified personnel for Reduction in Force (RIF), if needed 0% Apr 22 '97 0 166 BUDGT Notify certified personnel of Reduction in Force (RIF), if needed staff reduction 0% Apr 24 '97 0 167 BUDGT Recall certified personnel from RIF, if needed 0% Jun 3 '97 168 BUDG Notify classified personnel of staff reduction 0% May 6 '97 169 BUDGT Recall classified personnel from RIF, if needed 0% Jun 3 '97 12Q BUDGT PROVIDE BROAD-BASED INTERNAL AND EXTERNAL FEEDBACK 0% Feb 3'97 171 BUDGT Project: FY 98 Date: 6/28/96 Plan for internal and external feedback. Set locations and dates Critical Noncritical 0% Feb 3 '97 Progress - Milestone | Summary Rolled Up Page 22ID 172 173 174 175 176 177 178 179 Code BUDGT BUDGT BUDGT BUDGT BUDGT BUDGT BUDGT BUDGT Project: FY 98 Date: 6/28/96 1st Quarter Name 2nd Quarter Execute advertisement for district feedback. Session I Conduct District Feedback Session I Execute advertisement plan for district feedback, Session II Conduct District Feedback Session II Execute advertisement for district feedback. Session III Conduct district feedback. Session III Execute advertisement for district feedback, Session IV Conduct district feedback. Session IV Critical Noncritical % Complete 0% Scheduled Start Feb 3 '97 Jul I Aug I Sep ~Oct | Nov | Dec 3rd Quarter 4tb Quarter Jan I Feb | Mar ~Apr | May | Jun 0% 0% 0% 0% 0% 0% 0% Feb 3 '97 Feb 3 '97 Feb 3 '97 Feb 3 '97 Feb 3 '97 Feb 3 '97 Feb 3 '97 Progress Milestone | Summary Rolled Up Q Page 23 1st Quar Jul I Aug1st Quarter ID 180 181 182 183 184 185 186 187 Code BUDGT BUDGT BUDGT BUDGT BUDGT BUDGT BUDGT Project: FY 98 Date: 6/28/96 Name 2nd Quarter Execute advertisement for district feedback, Session V Conduct district feedback, Session V Execute advertisement for district feedback. Session VI Conduct district feedback. Session VI Execute advertisement plan for Town Hall feedback, Session I Conduct Town Hall feedback. Session I Execute advertisement plan for Town Hall feedback, Session II Conduct Town Hall feedback , Session II Critical ' Noncritical % Complete 0% Scheduled Start Feb 3 '97 Jul I Aug I Sep ~Oct | Nov | Dec 3rd Quarter 4th Quarter Jan I Feb | Mar Apr | May | Jun 0% 0% 0% 0% 0% 0% 0% Feb 3 '97 Feb 3 '97 Feb 3 '97 Feb 3 '97 Feb 3 '97 Feb 3 '97 Feb 3 '97 Progress h Milestone | Summary Rolled Up Page 24 1st Quar Jul I AugID 188 Code BUDGT Name Execute advertisement for Town Hall feedback, Session III % Complete 0% Scheduled Start Feb 3 '97 1st Quarter Jul I Aug I Sep 2nd Quarter Oct I Nov I Dec 3rd Quarter 4th Quarter Jan I Feb | Mar ~Apr | May | Jun 189 190 191 192 193 194 BUDGT SPLAN SPLAN SPLAN SPLAN MB Project: FY 98 Date: 6/28/96 Conduct Town Hall feedback, Session III STRATEGIC PLANNING IMPLEMENTATION OF APPROVED YEAR ONE ACTION PLANS Conduct evaluation for year one Identify action plans for year two implementation Implement site-based management strategic planning phase MONITORING AND REPORTING OF DESEGREGATION PROGRAM BUDGET DOCUMENT REPORT USI QUARTER: 2ND QUARTER: 3BD QUARTER: 4TH QUARTERI Critical Noncritical 0% 0% 0% 0% 0% 0% Progress Milestone Feb 3 '97 Jul 1 '96 r Jul 1 '96 Jul 1 '96 Jul 1 '96 Aug 1 '96 Page 25 Summary Rolled Up 1 st Quar Jul I Aug~ID 195 196 197 198 199 200 201 202 Code MR MR MR MR MR MR MR MR Project: FY 98 Date: 6/28/96 Name Revise written program budget document instructions, as needed Plan maintenance education and orientation regarding the program budget document process Distribute written program budget document instructions to principals and program managers Conduct maintenance education workshops and orientation sessions regarding the program budget document process for principals, clerical staff, program managers, primary and secondary leaders 1ST QUARTER PROGRAM BUDGET DOCUMENT REPORTS Review program budget document with program managers and principals Carryout training sessions on the Program Budget Document Send reminder notice regarding deadline for entering 1st Quarter PBD activities Critical Noncritical % Complete 0% 0% 0% 0% 0% 0% 0% 0% Progress Milestone Scheduled Start Aug 31 '96 Aug 1 '96 Sep 2 '96 Sep 4 '96 Aug 8 '96 Aug 8 '96 Sep 2 '96 Oct 3 '96 Page 26 1 st Quarter Jul I Aug I Sep B fl 2nd Quarter Oct I Nov I Dec I Summary Rolled Up 3rd Quarter Jan I Feb | Mar 4th Quarter Apr I May [ Jun 1st Quar Jul I Aug~ID 203 T Code MR Name Last day to enter activities for the 1st Quarter PBD % Complete 0% Scheduled Start Oct 14'96 1st Quarter 2nd Quarter 3rd Quarter Jul I Aug I Sep Oct | Nov | Dec Jan | Feb | Mar 4th Quarter Apr I May | Jun lot Quar Jul I Aug' 204 MR PRE develops narrative and the Controller provides financial info for the PBD reports 0% Oct 16'96 205 206 207 208 209 210 MR MR MR MR MR MR Project: FY 98 Date
6/28/96 PRE combines all information for the 1st Quarter Program Budget Report Submit report to Attorney for review Prepare for publication of 1st Quarter Program Budget Document Reports Submit 1 st Quarter Program Budget Document Reports to Court Primary leaders provide feedback to the secondary people regarding achievement reporting in the PBD 2ND QUARTER PROGRAM BUDGET DOCUMENT REPORTS Critical 0% 0% 0% 0% 0% 0% Oct 31 '96 Nov 8 '96 Nov 13'96 Nov 21 '96 Nov 21 '96 Nov 21 '96 Noncritical Progress h Milestone I Rolled Up Page 27 0 I IID 211 212 213 214 215 216 217 218 Code MR MR MR MR MR MR MR MR Project: FY 98 Date: 6/28/96 Name Advise program managers and principals on Programs Budget Document Send reminder notice regarding deadline to enter activities for 2nd Quarter PBD Last day to enter activities for the 2nd Quarter PRE revises narrative and the controller provides financial info for Program Budget Document Reports (DSeg and NonDSeg) PRE combines all revised information for 2nd Quarter Program Budget Document Reports Submit report to Attorney for review Prepare publication of 2nd Quarter Program Budget Document Reports Submit 2nd Quarter Program Budget Document Reports to Court Critical Noncritical % Complete 0% 0% 0% 0% 0% 0% 0% 0% Scheduled Start Nov 21 '96 Jan 6 '97 Jan 13'97 Jan 29 '97 Jan 29 '97 Feb 14 '97 Feb 20 '97 Feb 25 '97 Progress H Milestone | Page 28 1 st Quarter Jul I Aug I Sep 2nd Quarter 3rd Quarter 4th Quarter Oct I Nov I Dec Jan | Feb | Mar' Apr | May | Jun 0 0 1st Quar Jul I Aug Summary Rolled Up ID 219 22fl 221 222 223 224 225 226 Code MR MR MR MR MR MR MR MR Project: FY 98 Date: 6/28/96 Name Primary leaders provide feedback to their secondary people regarding achievement reporting in the PBD 3RD QUARTER PROGRAM BUDGET DOCUMENT REPORTS Advise program managers and principals on the Program Budget Document Send reminder notice regarding deadline to enter 3rd Quarter activities Last day to enter activities for the third quarter PBD PRE combines all revised information for 3rd Quarter PBD Report Submit report to Attorney for review Prepare for publication of 3rd Quarter Program Budget Document Report Critical Noncritical % Complete 0% 0% 0% 0% 0% 0% 0% 0% Scheduled Start Feb 25 '97 Feb 25 '97 Feb 25 '97 Mar 7 '97 Apr 3 '97 May 6 '97 May 13'97 May 20 '97 Progress h Milestone | Page 29 1st Quarter Jul I Aug I Sep 2nd Quarter Oct I Nov I Dec Summary Rolled Up 3rd Quarter Jan I Feb | Mar 4th Quarter Apr I May | Jun I I 8 0 1st Quar Jul I Aug~ID 227 228 229 230 231 232 233 234 Code MR MR MR MR MR MR MR MR Project: FY 98 Date: 6/28/96 Name Submit 3rd Quarter Program Budget Document to Court Primary leaders provide feedback to their secondary people regarding achievement reporting in the PBD 4th QUARTER PROGRAM BUDGET DOCUMENT REPORTS Advise program managers and principals on Program Budget Document Send reminder notice regarding last date to enter activities Last day to enter activities for the 4th Quarter PRE develops narrative and the controller provides financial information for 4th quarter Program Budget Document Report PRE combines all information for 4th Quarter Program Budget Document Report Critical Noncritical % Complete 0% 0% 0% 0% 0% 0% 0% 0% Scheduled Start May 27 '97 May 27 '97 May 9 '97 May 27 '97 May 9 '97 Jul 11 '97 Jul 29 '97 Jul 29 '97 Progress H Milestone | Page 30 1 st Quarter Jul I Aug I Sep 2nd Quarter Oct I Nov I Dec Summary Rolled Up 3rd Quarter 4th Quarter Jan I Feb | Mar Apr | May | Jun 0 1 st Quar Jul I Aug~ID 235 Code MR Name Submit report to Attorney for review % Complete 0% Scheduled Start Aug 12'97 1st Quarter Jul I Aug I Sep 2nd Quarter Oct I Nov I Dec 3rd Quarter Jan I Feb | Mar 4th Quarter Apr I May | Jun 1 st Quar Jul I Aug~ I 236 MR Prepare for publications the 4th Quarter Program Budget Document Report 0% Aug 18'97 237 MR Submit 4th Quarter Program Budget Document Reports to Court 0% Aug 26 '97 I 238 MR Primary leaders provide feedback to their secondary people regarding achievement reporting in the PBD 0% Aug 1 '97 239 MR SUBMIT MONTHLY MANAGEMENT REPORT (MANAGEMENT TOOL! TO COURT 0% Jul 31 '96 1 240 MR Submit July's monthly management report to Court 0% Jul 31 '96 I 241 MR Submit August's monthly management report to Court 0% Aug 30 '96 I 242 MR Submit September's monthly management report to Court 0% Sep 30 '96 .. Project: FY 98 Date: 6/28/96 Critical Noncritical Progress h Milestone | Summary Rolled Up Q Page 31ID 243 Code MR Name________________________________________ Submit October's monthly management report to Court % Complete 0% Scheduled Start Oct 31 '96 1 st Quarter Jul I Aug I Sep 2nd Quarter Oct I Nov I Dec I 244 MR Submit November's monthly management report to Court 0% Nov 29 '96 I 245 MR Submit December's monthly management report to Court 0% Dec 20 96 I 246 MR Submit January's monthly management report to Court 0% Jan 31 '97 247 MR Submit February's monthly management report to Court 0% Feb 28 '97 248 MR Submit March's monthly management report to Court 0% Mar 31 '97 249 MR Submit April's monthly management report to Court 0% Apr 30 '97 250 MR Submit May's monthly management report to Court 0% May 3 '97 Project: FY 98 Date: 6/28/96 Critical Noncritical Progress Milestone | Summary Rolled Up Page 32 3rd Quarter Jan I Feb | Mar I I 4th Quarter Apr I May | Jun I a 1 st Quar Jul I Aug~ID 251 Code MR Name Submit June's monthly management report to Court % Complete 0% Scheduled Start Jun 30 '97 1 st Quarter Jul I Aug I Sep 2nd Quarter Oct I Nov I Dec 3rd Quarter Jan I Feb | Mar 4th Quarter Apr I May | Jun 1st Quar Jul I Aug 252 MR Submit July's monthly management report to Court 0% Jul 31 '97 253 MR Submit August's monthly management report to Court 0% Aug 31 '97 I 254 ORG REASSESSMENT OF PROCESS AND ORGANIZATION 1996-97 0% Jul 1 '96 r 255 ORG Analyze, reassess, and revise planning organization and structure 0% Jul 1 '96 256 ORG Revise, discuss and reach consensus regarding format and tasking of 1996-97 Management Tool 0% Jul 1 '96 257 ORG Initial circulation of 1996-97 Management Tool 0% Jul 22 '96 258 ORG Evaluate tasking of 1996-97 Management Tool 0% Jul 24 '96 Project: FY 98 Date: 6/28/96 Critical Noncritical Progress h Milestone Summary Rolled Up Page 33Little Rock School District Program Planning and Budgeting Tool ID 1 Code PINV Name % Complete Scheduled Start Jul 3 '96 Scheduled Finish Auq 19 '96 Revised Finish Resource Names Jackson 2 PINV Identify and revise DSeg and NonDSeg Programs 50% Jul 3 '96 Aug 11 '96 Jackson,Lewis 3 PINV Review and adjust primary and secondary leaders for DSeg and NonDSeg Programs 50% Jul 17'96 Aug 14'96 Lewis "" 1996 4 PINV Finalize list of DSeg and NonDSeg Programs 0% Aug 15 '96 Aug 19'96 5 PINV Generate a Program Inventory Report for 1996-97 0% Aug 15'96 Aug 19 '96 PEVAL 21% Jul 3 '96 Nov 22 '96 7 PEVAL Notify program managers that program evaluation begins in fall
begin data collection 100% Jul 3 '96 Jul 26 '96 8 PEVAL Review/revise process for cabinet review of program evaluations 0% Aug 1 '96 Aug 15 '96 Page 1 FY98 Office of ^^sogregation Jackson,Lewis - Jackson,Lewis Jackson Jackson Jackson,Cabinet I^Wioru g July 31 '96Little Rock School District Program Planning and Budgeting Tool ID 9 Code PEVAL Name Review/revise program evaluation instrument % Complete 0% Scheduled Start Aug 1 '96 Scheduled Finish Aug 15 '96 Revised Finish Resource Names Cabinet.Jackson 10 PEVAL Conduct required training sessions describing the process and evaluation criteria for designated staff 0% Aug 15 '96 Aug 30 '96 Jackson 11 PEVAL Distribute program evaluation instruments and instructions to primary and/or secondary leaders: provide additonal information/instruments, if needed 0% Aug 26 '96 Aug 26 '96 Jackson 12 PEVAL Program evaluations due from secondary or primary leaders 0% Sep 16 '96 Sep 16 '96 Cabinet,Jackson 13 PEVAL Review program evaluations (DSeg and NonDSeg) for programs needing extended evaluations 0% Sep 18 '96 Oct 2 '96 Cabinet,Jackson 14 PEVAL Finalize identification of programs needing extended evaluation 0% Oct 2 '96 Oct 14 '96 Cabinet.Jackson 15 PEVAL Notify appropriate staff to prepare Extended Program Evaluations 0% Oct 16'96 Oct 21 '96 Jackson,Cabinet 16 PEVAL Extended evaluations due 0% Nov 13'96 Nov 13'96 Program Managers Page 2 FY98 July 31 '96Little Rock School District Program Planning and Budgeting Tool ID 17 Code PEVAL Name Cabinet review extended evaluations for merge into needs assessment report % Complete 0% Scheduled Start Nov 18'96 Scheduled Finish Nov 22 '96 Revised Finish Resource Names Jackson,Cabinet 15 NEEDS 0% Oct 31 '95 Dec 2 '96 Jackson.Cabinet 19 NEEDS Review types of data to measure needs of district for FY 96-97 0% Sep 3 '96 Sep 10'96 Cabinet,Jackson 20 NEEDS Analyze results of the budgeting and planning priorities revealed from the 95-96 Needs Assessment Report 0% Sep 4 '96 Sep 10'96 Jackson,Cabinet 21 NEEDS Review strategic planning mission statement and goals of the District (and implement) 0% Sep 4 '96 Sep 10'96 Jackson,Cabinet 22 NEEDS Board identifies District concerns for input from public at Town Hall/District Dialogues 0% Sep 12'96 Sep 12 '96 Williams,Board 2S NEEDS STANFORD 8 TEST DATA STUDY 0% Sep 11 '96 Jackson 24 NEEDS Define purpose and scope for Stanford 8 Test data study 0% Sep 11 '96 Sep 16 '96 Jackson,Cabinet Page 3 FY98 July 31 '96Little Rock School District Program Planning and Budgeting Tool ID 25 Code NEEDS Name________________________________ Assign responsibilities for study of Stanford 8 Test data % Complete 0% Scheduled Start Sep 11 '96 Scheduled Finish Sep 16 '96 Revised Finish Resource Names Jackson,Lacey 26 NEEDS Design data coilection plan for study of Stanford 0% Sep 11 '96 Sep 16 '96 Jackson,Lacey 27 NEEDS Collect and analyze data from Stanford 8 Test (Spring 96 administration) 0% Sep 16 '96 Oct 11 '96 Jackson,Lacey,Savage 28 NEEDS Prepare Stanford 8 Test Report 0% Oct 11 '96 Oct 31 '96 Lacey 29 NEEDS Submit Stanford 8 Test Report tor merge into needs assessment 0% Oct 31 '96 Oct 31 '96 Jackson,Lacey 3Q NEEDS PRE EDUCATIONAL EQUITY MONITORING REPORTS SURVEY 0% Oct 31 '95 Oct 13 '96 Jackson 31 NEEDS Define purpose and scope for PRE Educational Equity Monitoring Reports Study 0% Sep 11 '96 Sep 16 '96 Jackson,Cabinet 32 NEEDS Assign responsibilities for PRE Educational Equity Monitoring Reports Study 0% Sep 11 '96 Sep 16 '96 Jackson Page 4 FY98 Juiy 31 '96Little Rock School District Program Planning and Budgeting Tool ID 33 Code NEEDS Name Analyze data from PRE Educational Equity Monitoring Reports Studies % Complete 0% Scheduled Start Sep 18 '96 Scheduled Finish Sep 30 '96 Revised Finish Resource Names Jackson,Smith P. 34 NEEDS Prepare PRE Educational Equity Monitoring findings 0% Oct 2 '96 Oct 13'96 Smith 35 NEEDS Submit PRE Educational Equity Monitoring Reports Study into needs assessment listing 0% Oct 31 '95 Oct 31 '95 Jackson,Smith Sfi NEEDS SCHOOL CLIMATE/HUMAN RELATIONS SURVEY ISC/HRISTUDY 0% Sep 11 '96 Oct 31 '96 Jackson 37 NEEDS Define purpose and scope of SC/HR Survey 0% Sep 11 '96 Sep 16 '96 Jackson,Cabinet 38 NEEDS Assign responsibilities for SC/HR data collections 0% Sep 11 '96 Sep 16 '96 Jackson 39 NEEDS Design data collection plan for study of SC/HR 0% Sep 11 '96 Sep 16 '96 Jackson,Hobby 40 NEEDS Collect and analyze data from SC/HR Survey 0% Sep 16 '96 Oct 15'96 Jackson,Hobby Page 5 FY98 July 31 '96Little Rock School District Program Planning and Budgeting Tool ID 41 Code NEEDS Name Prepare SC/HR Survey Report % Complete 0% Scheduled Start Oct 15'96 Scheduled Finish Oct 31 '96 Revised Finish Resource Names Hobby 42 NEEDS Submit SC/HR Survey Report for merge into needs assessment 0% Oct 31 '96 Oct 31 '96 Jackson, Hobby,Savage 43 NEEDS PQRPQRTIONALS ALLOCATION FORMULAS STUDY 0% Seo 11 '96 Oct 31 '96 Miihollen.Mar. Sup Serv 44 NEEDS Define purpose and scope of Proportional Allocation Formulas 0% Sep 11 '96 Sep 17'96 Milhollen,Cabinet,Mgr. Sup Serv 45 NEEDS Assign responsibilities for Proportional Allocation Formulas 0% Sep 11 '96 Sep 17 '96 Mgr. Sup Serv 46 NEEDS Design data collections plan for Proportional Allocation Formulas 0% Sep 11 '96 Sep 17'96 Mgr. Sup Serv 47 NEEDS Collect and analyze data for Proportional Allocation Formulas 0% Sep 15 '96 Oct 14 '96 Hurley, Eaton,Gadberry, Neal,Milhoilen,Mgr. Sup Serv 48 NEEDS Prepare Proportional Allocation Formulas Report 0% Oct 14 '96 Oct 30 '96 Milhoilen,Hurley,Eaton,Neal,mng. Sup Serv Page 6 FY98 July 31 '96Little Rock School District Program Planning and Budgeting Tool ID 49 Code NEEDS Name Submit Proportional Allocations Formulas Study Report for merge into needs assessment listing % Complete 0% Scheduled Start Oct 31 '96 Scheduled Finish Oct 31 '96 Revised Finish Resource Names Milholien 5fl NEEDS DESEGREGATION MONITORING REPORTS AUDIT FROM PPM 2311 Sep 11 '96 Dec 2 '96 51 NEEDS Define purpose and scope of Desegregation Monitoring Reports Audit 0% Sep 11 '96 Sep 17'96 Williams,Cabinet,Asso Supt DSeg 52 NEEDS Assign responsibility for data collection of transcripts and Desegregation Monitoring Reports Audit 0% Sep 11 '96 Sep 17'96 Asso Supt DSeg 53 NEEDS Design data collection plan for study of Desegregation Monitoring Reports Audit 0% Sep 11 '96 Sep 17'96 Asso Supt DSeg 54 NEEDS Collect data 0% Sep 18 '96 Oct 15'96 Asso Supt DSeg 55 NEEDS Review with Cabinet and Attorneys 0% Oct 16 '96 Oct 31 '96 Asso Supt DSeg 56 NEEDS Report findings to PRE 0% Oct 31 '96 Nov 19'96 Asso Supt DSeg Page 7 FY98 July 31 '96Little Rock School District Program Planning and Budgeting Tool ID 57 Code NEEDS Name Merge new obligations with Program Budget Document % Complete 0% Scheduled Start Nov 1 '96 Scheduled Finish Dec 2 '96 Revised Finish Resource Names Lewis,Asso Supt DSeg 5fi NEEDS COURT ORDERS AUDIT 0% Sep 11 9? Nov 29 '96 Asso Supt DSeo 59 NEEDS Define purpose and scope of Court Orders Audit 0% Sep 11 '96 Sep 17'96 Cabinet,Asso Supt DSeg 60 NEEDS Assign responsibility for data collection of Court Orders Audit 0% Sep 11 '96 Sep 17'96 Asso Supt DSeg 61 NEEDS Collect data 0% Sep 18 '96 Oct 15 '96 Asso Supt DSeg 62 NEEDS Review with Cabinet and Attorneys 0% Oct 16 '96 Oct 31 '96 Asso Supt DSeg 63 NEEDS Report findings to PRE 0% Nov 1 '96 Nov 19 '96 Asso Supt DSeg 64 NEEDS Merge new obligations with Program Budget Document 0% Nov 1 '96 Nov 29 '96 Lewis,Asso Supt DSeg Page 8 FY98 July 31 '96Little Rock School District Program Planning and Budgeting Tool ID 5 Code NEEES Name TOWN HALL MEETINGS % Complete 0% Scheduled Start Seo 11 '96 Scheduled Finish Nov 21 '96 Revised Finish Resource Names________ - Williams.Jackson.Modeste 66 NEEDS Define purpose and scope of Town Hall Meetings 0% Sep 11 '96 Sep 17'96 Jackson,Modeste,Cabinet 67 NEEDS Review previous years data from Town Hall Report 0% Sep 11 '96 Sep 17'96 Modeste, Jackson,Vann 68 NEEDS Review and data collection plan (matrix)for Town Hall Meetings 0% Sep 11 '96 Sep 17'96 Jackson, Vann, Lewis 69 NEEDS Set locations and schedule for Town Hall Meeting 0% Sep 11 '96 Sep 17'96 Vann,Modeste 70 NEEDS Develop advertisement plan and schedule for Town Hall Meetings
Prepare sample agenda 0% Sep 11 '96 Sep 17 '96 Vann.Modeste 71 NEEDS Execute advertisement plan for Town Hall Meeting I 0% Sep 18 '96 Oct 31 '96 Vann,Modeste 72 NEEDS Conduct Town Mali Meeting I 0% Sep 18 '96 Oct 31 '96 Wiiiiams Page 9 FY98 July 31 '96Little Rock School District Program Planning and Budgeting Tool ID 73 Code NEEDS Name _____________________________ Gather feedback data from Town Hall Meeting I for input into matrix % Complete 0% Scheduled Start Sep 18 '96 Scheduled Finish Oct 31 '96 Revised Finish Resource Names Vann,Lewis 74 NEEDS Execute advertisement plan for Town Hall Meeting II 0% Sep 18 '96 Oct 31 '96 Vann,Modeste 75 NEEDS Conduct Town Hall Meeting II 0% Sep 18 '96 Oct 31 '96 Williams 76 NEEDS Gather feedback data from Town Hall Meeting II for input into matrix 0% Sep 18 '96 Oct 31 '96 Vann,Lewis 77 NEEDS Execute advertisement plan tor Town Hall Meeting III 0% Sep 18 '96 Oct 31 '96 Vann,Modeste 78 NEEDS Conduct Town Hall Meeting III 0% Sep 18 '96 Oct 31 '96 Williams 79 NEEDS Finalize and publish Town Hall Meeting Report 0% Nov 1 '96 Nov 15'96 Modeste,Lewis 80 NEEDS Merge findings of Town Hall Meeting Report, 1996-97 into needs assessment listing 0% Nov 15'96 Nov 21 '96 Jackson,Lewis Page 10 FY98 July 31 '96Little Rock School District Program Planning and Budgeting Tool ID ai Code NEEDS Name % Complete 0% Scheduled Start Sep 11 '96 Scheduled Finish Nov 21 '96 Revised Finish Resource Names Williams, Jackson.Modeste 82 NEEDS Define purpose and scope of District Dialogues 0% Sep 11 '96 Sep 17'96 Williams, Jackson,Modeste,Cabinet 83 NEEDS Review previous years data from District Dialogue Report 0% Sep 11 '96 Sep 17'96 Modeste,Vann 84 NEEDS Review data collection plan (matrix) for District Dialogues 0% Sep 11 '96 Sep 17'96 Jackson,Vann,Modeste 85 NEEDS Set locations and schedule for District Dialogue Meetings 0% Sep 11 '96 Sep 17 '96 Modeste,Vann 86 NEEDS Develop advertisement plan and schedule for District Dialogues
prepare sample agenda 0% Sep 11 '96 Sep 17'96 Vann,Modeste 87 NEEDS Execute advertisement plan for District Dialogue l(Principals) 0% Sep 18 '96 Oct 31 '96 Vann,Modeste 88 NEEDS Conduct District Dialogue I 0% Sep 18 '96 Oct 31 '96 Williams Page 11 FY98 July 31 '96Little Rock School District Program Planning and Budgeting Tool ID 89 Code NEEDS Name Gather feedback from District Dialogue 1 for input into matrix % Complete 0% Scheduled Start Sep 18 '96 Scheduled Finish Oct 31 '96 Revised Finish Resource Names Vann.Lewis 90 NEEDS Execute advertisement plan for District Dialogue IlfAss't Principals) 0% Sep 18 '96 Oct 31 '96 Vann.Modeste 91 NEEDS Conduct District Dialogue II 0% Sep 18 '96 Oct 31 '96 Williams 92 NEEDS Gather feedback data from District Dialogue II for input into matrix 0% Sep 18 '96 Oct 31 '96 Vann,Lewis 93 NEEDS Execute advertisement plan for District Dialogue lllfTeachers) 0% Sep 18 '96 Oct 31 '96 Vann.Modeste 94 NEEDS Conduct District Dialogue III 0% Sep 18 '96 Oct 31 '96 Williams 95 NEEDS Gather feedback data from District Dialogue III for merge into matrix 0% Sep 18'96 Oct 31 '96 Vann.Lewis 96 NEEDS Execute advertisement plan for District Dialogue IV(Admin. and Classified) 0% Sep 18 '96 Oct 31 '96 Vann.Modeste Page 12 FY98 July 31 '96Little Rock School District Program Planning and Budgeting Tool ID 97 Code NEEDS Name Conduct District Dialogue IV % Complete 0% Scheduled Start Sep 18 '96 Scheduled Finish Oct 31 '96 Revised Finish Resource Names Williams 98 NEEDS Gather feedback data from District Dialogue IV for input into matrix 0% Sep 18 '96 Oct 31 '96 Vann,Lewis 99 NEEDS Execute advertisement plan for District Dialogue V(Transportation) 0% Sep 18 '96 Oct 31 '96 Vann,Modeste 100 NEEDS Conduct District Dialogue V 0% Sep 18 '96 Oct 31 '96 Williams 101 NEEDS Gather feedback data from District Dialogue V for input into matrix 0% Sep 18 '96 Oct 31 '96 Vann,Lewis 102 NEEDS Finalize and publish District Dialogue Report 1996-97 0% Nov 1 '96 Nov 15 '96 Jackson,Lewis 103 NEEDS Merge findings of District Dialogue Report 1996-97 into needs assessment listing 0% Nov 15 '96 Nov 21 '96 Jackson,Lewis 104 NEEDS PREPARE NEEDS ASSESSMENT REPORT 0% Nov 1 '96 Nov 30 '96 Jackson Page 13 FY98 July 31 '96Little Rock School District Program Planning and Budgeting Tool ID 105 Code NEEDS Name Conduct Administrative review of available districtwide reports and objective data % Complete 0% Scheduled Start Nov 1 '96 Scheduled Finish Nov 15'96 Revised Finish Resource Names Jackson,Cabinet 106 NEEDS Review of available districtwide reports and objective data by Board 0% Nov 1 '96 Nov 15'96 Wiliiams, Jackson,Boa rd 107 NEEDS Publish Draft of Needs Assessment /Report and disseminate to selected persons 0% Nov 27 '96 Nov 27 '96 Jackson,Cabinet 108 NEEDS Pubiish Needs Assessment Report, 1996-97 0% Nov 30 '96 Nov 30 '96 Jackson 109 GOALS PLANNING AND BUDGET GOALS 0% Oct 2 '96 Aug 29 '97 Jackson un GOALS CABINET PLANNING SESSION 0% Oct 2 '96 Jan 30 '97 Jackson.Cabinet 111 GOALS Review 1995-96 Needs Assessment Report 0% Oct 2 '96 Oct 31 '96 Jackson,Cabinet 112 GOALS Distribute 1996-97 Needs Assessment Report to Cabinet members 0% Dec 2 '96 Dec 9 '96 Jackson,Cabinet Page 14 FY98 July 31 '96Little Rock School District Program Planning and Budgeting Tool ID 113 Code GOALS Name__________________________________ Distribute mission statement, goals and written priorities (strategic planning action plans) % Complete 0% Scheduled Start Dec 13'96 Scheduled Finish Jan 30 '97 Revised Finish Resource Names Young,Modeste,Vann 114 PDEV 0% Nov 1 '96 Aug 29 '97 Jackson.Cabinet 115 PDEV SUBMIT BUSINESS CASE FOR PROGRAM AND/OR MODIFICATIONS TO SUPERINTENDENT 0% Nov 1 '96 Feb 20 '97 Williams.Jackson 116 PDEV Review process for program development 0% Nov 1 '96 Nov 12'96 Cabinet,Jackson 117 PDEV Use extended program evaluations to identify program additions, modifications, deletions 0% Nov 18'96 Nov 26 '96 Cabinet 118 PDEV Notify appropriate staff to prepare Business Cases on results of extended program evaluations 0% Nov 18'96 Nov 27 '96 Cabinet 119 PDEV Review recommendations from district needs assessment report in order to identify additional programs or programs modifications resulting in business case(s) 0% Dec 5 '96 Dec 11 '96 Cabinet 120 PDEV Business Cases due 0% Jan 8 '97 Jan 8 '97 Primary Leaders Page 15 FY98 July 31 '96Little Rock School District Program Planning and Budgeting Tool ID 121 Code PDEV Name Review of Business Cases by Cabinet % Complete 0% Scheduled Start Jan 15'97 Scheduled Finish Jan 22 '97 Revised Finish Resource Names Cabinet 122 PDEV Submit Business Cases for program and/or program modifications to Board of Directors 0% Feb 6 '97 Feb 6 '97 Jackson,Williams 123 PDEV Review of Business Cases by Board 0% Feb 6 '97 Feb 20 '97 Board 124 BUDGT BOARD RETREAT/BOARD WORKSESSION 0% Pec 9 '96 Jan 31 '97 Williams 125 BUDGT Determine date and site for Board Retreat 0% Dec 9 '96 Dec 19 '96 Williams,Board 126 BUDGT Identify and establish agenda items for Board Worksession 0% Dec 9 '96 Dec 19 '96 Williams,Board 127 BUDGT Identify materials for Board Worksession 0% Dec 9 '96 Dec 25 '96 Williams,Jackson 128 BUDGT Distribute materials for Board Worksession 0% Jan 9 '97 Jan 10'97 Williams,Jackson Page 16 FY98 July 31 '96Little Rock School District Program Planning and Budgeting Tool ID 129 Code BUDGT Name Conduct data analysis work session In preparation for Board Worksession % Complete 0% Scheduled Start Jan 13'97 Scheduled Finish Jan 13'97 Revised Finish Resource Names Williams,Cabinet 130 BUDGT Conduct Board Worksession 0% Jan 21 '97 Jan 27 '97 Williams,Board 131 BUDGT Report outcomes of Board Worksession 0% Jan 31 '97 Jan 31 '97 Williams,Board 132 BUDGT BUDGETING 0% Nov 20 '96 Aug 29 '97 Milholien.Mgr, Suo Serv 133 BUDGT Develop budget preparation training materials 0% Nov 20 '96 Nov 27 '96 Milholien,Mgr. Sup Serv 134 BUDGT Conduct budget preparation training sessions and distribute instructions for budget preparation training at all levels 0% Dec 2 '96 Dec 9 '96 Mgr. Sup Serv 135 BUDGT Budget managers develop and submit revised 1995-96 expense budget revisions and 1996-97 expense budget requests 0% Dec 11 '96 Jan 8 '97 Milholien,Mgr. Sup Serv 136 BUDGT Begin districtwide expense budget consolidation and executive review process 0% Jan 9 '97 Mar 11 '97 Mgr. Sup Serv Page 17 FY98 July 31 '96Little Rock School District Program Planning and Budgeting Tool ID 137 Code BUDGT Name Year to date revenue expenditure analysis % Complete 0% Scheduled Start Jan 9 '97 Scheduled Finish Jan 31 '97 Revised Finish Resource Names Milhoilen,Mgr. Sup Serv 138 BUDGT Revise financial forecast for coming year 0% Feb 26 '97 Mar 7 '97 Mgr. Sup Serv 139 BUDGT Submit proposed budget to Board 0% Mar 13'97 Mar 13'97 Williams 140 BUDGT Conduct Board Work Sessions on proposed budget 0% Mar 18 '97 Mar 31 '97 Board.Williams.Mgr. Sup Serv 141 BUDGT Revise proposed budget, as needed 0% Mar 14 '97 Apr 2 '97 Milhoilen,Mgr. Sup Serv 142 BUDGT Prepare tentative budget 0% Apr 3 '97 May 13'97 Milhoilen,Mgr. Sup Serv 143 BUDGT Board review of tentative budget 0% May 22 '97 May 22 '97 Board,Mgr. Sup Serv 144 BUDGT Conduct Board Work Session on tentative Budget 0% May 23 '97 May 30 '97 Board,Williams Page 18 FY98 July 31 '96Little Rock School District Program Planning and Budgeting Tool ID 145 Code BUDGT Name_______________________________ Account reconciliation and Purchase Order (PO) clean-up % Complete 0% Scheduled Start Jun 17'97 Scheduled Finish Jul 14'97 Revised Finish Resource Names Neal,Milhollen 146 BUDGT 147 BUDGT Receipt of state generated revenue numbers (payroll liabilities, adjusted supplemental payroll, last payroll, Carl Perkins, M to M, JTPA, Vocational Ed., Chapters 1 and 2, Compensatory Ed., MFPA, Transportation, ABC) Close-out 1996-97 accounts: adjust physical inventory, (fiscal)federal grants, magnet, state grants, accruals 0% 0% 148 BUDGT Compute ending fund balance 0% 149 BUDGT Administrative review of final budget 0% 150 BUDGT Submit final budget to Board 0% 151 BUDGT Board review and adoption of 97-98 final budget 0% 152 BUDGT Submit final Budget to CourVParties 0% Jun 17'97 Jul 17'97 Milholien Jul 1 '97 Jul 21 '97 Milhollen,Cabinet Jul 22 '97 Jul 22 '97 Milhollen Jul 24 '97 Jul 31 '97 Jul 31 '97 Aug 11 '97 Jul 29 '97 Jul 31 '97 Aug 7 '97 Aug 22 '97 Williams.Cabinet Williams Board Williams,Attorney Page 19 FY98 July 31 '96Little Rock School District Program Planning and Budgeting Tool ID 153 Code BUDGT Name Submit 97-98 final budget to State % Complete 0% Scheduled Start Aug 22 '97 Scheduled Finish Aug 29 '97 Revised Finish Resource Names Williams 154 BUDGT Staffing 0% Jan 26 '97 Aug 16 '97 Hurley 155 BUDGT Review/adoption of changes in course offerings by Board 0% Jan 26 '97 Feb 7 '97 Boa rd,Williams 156 BUDGT Meeting with counselors and principals to review courses offerings 1996-97 0% Jan 29 '97 Feb 15'97 Elston 157 BUDGT Print secondary course selection sheets 0% Jan 29 '97 Feb 17'97 Williams,Gadberry 158 BUDGT Counselors meet with students and complete course selection sheets 0% Feb 19'97 Mar 11 '97 Principals,Counselors,Anderson 159 BUDGT Counselors send course selection sheets to receiving schools 0% Mar 7 '97 Mar 10'97 Principals,Counselors 160 BUDGT Registrars tally course selections 0% Mar 11 '97 Mar 31 '97 Principals, Registrars Page 20 FY98 July 31 '96Little Rock School District Program Planning and Budgeting Tool ID 161 Code BUDGT Name_______________________________ Review course tallies secondary. Note possible staffing changes based on courses requested % Complete 0% Scheduled Start Apr 1 '97 Scheduled Finish Apr 21 '97 Revised Finish Resource Names Gadberry,Hurley,Asst. Supts. 162 BUDGT Identify elementary enrollment (tentative) for 1997-98 0% Apr 1 '97 May 19'97 Hurley,Gadberry,Asst Supts,Asso Supt DSeg 163 BUDGT Make determination by subject area (secondary) of possible changes and by projected elementary enrolled 0% Apr 1 '97 Apr 21 '97 Gadberry, Hurley, Anderson 164 BUDGT List known retirements, resignations, and intern positions 0% Apr 3 '97 Apr 24 '97 Gadberry,Hurley 165 BUDGT Identify certified personnel for Reduction in Force (RIF), if needed 0% Apr 22 '97 Apr 29 '97 Hurley,Gad berry 166 BUDGT Notify certified personnel of Reduction in Force (RIF), if needed staff reduction 0% Apr 24 '97 Apr 30 '97 Hurley,Gadberry 167 BUDGT Recall certified personnel from RIF, if needed 0% Jun 3 '97 Aug 1 '97 Hurley,Gadberry 168 BUDGT Notify classified personnel of staff reduction 0% May 6 '97 Jul 15'97 Hurley,Gadberry Page 21 FY98 July 31 '96Little Rock School District Program Planning and Budgeting Tool ID 169 Code BUDGT Name Recall classified personnel from RIF, if needed % Complete 0% Scheduled Start Jun 3 '97 Scheduled Finish Aug 15'97 Revised Finish Resource Names Hurley IZfi BUDGT 0% Feb 2 '97 May 1 '97 Modeste. Vann. Williams 171 BUDGT Plan for internal and external feedback. Set locations and dates 0% Feb 3 '97 Feb 17'97 Williams,Modeste, Vann 172 BUDGT Execute advertisement for district feedback. Session I 0% Feb 3 '97 May 1 '97 Modeste,Vann 173 BUDGT Conduct District Feedback Session I 0% Feb 3 '97 May 1 '97 Williams 174 BUDGT Execute advertisement plan for district feedback. Session II 0% Feb 3 '97 May 1 '97 Modeste,Vann 175 BUDGT Conduct District Feedback Session II 0% Feb 3 '97 May 1 '97 Williams 176 BUDGT Execute advertisement for district feedback. Session III 0% Feb 3 '97 May 1 '97 Williams Page 22 FY98 July 31 '96Little Rock School District Program Planning and Budgeting Tool ID 177 Code BUDGT Name Conduct district feedback. Session III % Complete 0% Scheduled Start Feb 3 '97 Scheduled Finish May 1 '97 Revised Finish Resource Names Williams 178 BUDGT Execute advertisement for district feedback. Session IV 0% Feb 3 '97 May 1 '97 Modeste.Vann 179 BUDGT Conduct district feedback, Session IV 0% Feb 3 '97 May 1 '97 Williams 180 BUDGT Execute advertisement for district feedback. Session V 0% Feb 3 '97 May 1 '97 Modeste.Vann 181 BUDGT Conduct district feedback. Session V 0% Feb 3 '97 May 1 '97 Williams 182 BUDGT Execute advertisement for district feedback. Session VI 0% Feb 3 '97 May 1 '97 Modeste.Vann 183 BUDGT Conduct distict feedback. Session VI 0% Feb 3 '97 May 1 '97 Williams 184 BUDGT Execute advertisement plan for Town Hall feedback. Session I 0% Feb 3 '97 May 1 '97 Modeste.Vann Page 23 FY98 July 31 '96Little Rock School District Program Planning and Budgeting Tool ID 185 Code BUDGT Name Conduct Town Hall feedback. Session I % Complete 0% Scheduled Start Feb 2 '97 Scheduled Finish May 1 '97 Revised Finish Resource Names -Williams 186 BUDGT Execute advertisement plan for Town Hall feedback. Session II 0% Feb 3 '97 May 1 '97 Modeste,Vann 187 BUDGT Conduct Town Hall feedback . Session II 0% Feb 3 '97 May 1 '97 Williams 188 BUDGT Execute advertisement for Town Hall feedback. Session III 0% Feb 3 '97 May 1 '97 Williams 189 BUDGT Conduct Town Hall feedback, Session III 0% Feb 3 '97 May 1 '97 Modeste,Vann 190 SPLAN STRATEGIC PLANNING - IMPLEMENTATION OF APPROVED YEAR ONE ACTION PLANS 0% Jul 1 '96 Jun 30 '97 Young, Modeste. Williams 191 SPLAN Conduct evaluation for year one 0% Jul 1 '96 Jun 28 '97 Modeste, Williams, Young 192 SPLAN Identify action plans for year two implementation 0% Jul 1 '96 Jun 30 '97 Young,Modeste Page 24 FY98 July 31 '96Little Rock School District Program Planning and Budgeting Tool ID 193 Code SPLAN Name Implement site-based management strategic plan % Complete 0% Scheduled Start Jul 1 '96 Scheduled Finish Jun 30 '97 Revised Finish Resource Names Young,Asst. Supts,Kohler,Modeste 14 MR MONITORING AND REPORTING OF DESEG 0% Aug 1 '96 Sep 1 '97 Jackson 195 MR 196 MR 197 MR 198 MR 199 MR 200 MR Page 25 DOCUMENT REPORTS (1ST QUARTER: 2ND QUARTER: 3RD QUARTER: 4TH QUARTERI Revise written program budget document instructions, as needed Plan maintenance education and orientation regarding the program budget document process Distribute written program budget document instructions to principals and program managers Conduct maintenance education workshops and orientation sessions regarding the program budget document process for principals, clerical staff, program managers, primary and secondary leaders 1ST QUARTER PROGRAM BUDGET DOCUMENT REPORTS Review written program budget document with program managers and principals 0% 0% 0% 0% 0% 0% Aug 31 '96 Aug 1 '96 Sep 2 '96 Sep 4 '96 Aug 8 '96 Aug 8 '96 FY98 Sep 5 '96 Sep 2 '96 Sep 4 '96 Oct 1 '96 Dec 20 '96 Oct 14 '96 Lewis Jackson,Lewis Lewis,PRE Clerical Jackson.Lewis Jackson Asst. Supts,Lewis,PRE Clerical July 31 '96Little Rock School District Program Planning and Budgeting Tool ID 201 Code MR Name Carryout training sessions on the Program Budget Document % Complete 0% Scheduled Start Sep 2 '96 Scheduled Finish Sep 13 '96 Revised Finish Resource Names Lewis,Jackson 202 MR Send reminder notice regarding deadline for entering 1st Quarter PBD activities 0% Oct 3 '96 Oct 3 '96 Lewis 203 MR Last day to enter activities for the 1st Quarter PBD 0% Oct 14 '96 Oct 14 '96 Lewis 204 MR PRE develops narrative and the Controller provides financial info for the PBD reports 0% Oct 16 '96 Oct 31 '96 Lewis,Milholien 205 MR PRE combines all information for the 1st Quarter Program Budget Report 0% Oct 31 '96 Nov 8 '96 Lewis,PRE Clerical 206 MR Submit report to Attorney for review 0% Nov 8 '96 Nov 13'96 Lewis 207 MR Prepare for publication of 1st Quarter Program Budget Document Reports 0% Nov 13'96 Nov 13'96 Lewis,Jackson 208 MR Submit 1st Quarter Program Budget Document Reports to Court 0% Nov 21 '96 Nov 21 '96 Jackson,Attorney Page 26 FY98 July 31 '96Little Rock School District Program Planning and Budgeting Tool ID 209 Code MR Name Primary leaders provide feedback to the secondary people regarding achievement reporting in the PBD % Complete 0% Scheduled Start Nov 21 '96 Scheduled Finish Dec 20 '96 Revised Finish Resource Names Primary Leaders 210 MR 2ND QUARTER PROGRAM BUDGET DOCUMENT REPORTS 0% Nov 21 ge Mar 25 '97 Jackson 211 MR Advise program managers and principals on Programs Budget Document 0% Nov 21 '96 Jan 14 '97 Asst. Supts,Lewis 212 MR Send reminder notice regarding deadline to enter activities for 2nd Quarter PBD 0% Jan 6 '97 Jan 6 '97 Lewis 213 MR Last day to enter activities for the 2nd Quarter PBD 0% Jan 6 '97 Jan 6 '97 Program Managers,Principals 214 MR PRE revises narrative and the controller provides financial into for Program Budget Document Reports (DSeg and NonDSeg) 0% Jan 29 '97 Feb 4 '97 Lewis,Milhollen 215 MR PRE combines all revised information for 2nd Quarter Program Budget Document Reports 0% Jan 29 '97 Feb 4 '97 Lewis,PRE Clerical 216 MR Submit report to Attorney for review 0% Feb 14 '97 Feb 19'97 Attorney,Jackson Page 27 FY98 July 31 '96Little Rock School District Program Planning and Budgeting Tool ID 217 Code MR Name Prepare publication of 2nd Quarter Program Budget Document Reports % Complete 0% Scheduled Start Feb 20 '97 Scheduled Finish Feb 20 '97 Revised Finish Resource Names Lewis 218 MR Submit 2nd Quarter Program Budget Document Reports to Court 0% Feb 25 '97 Feb 25 '97 Jackson.Attorney 219 MR Primary leaders provide feedback to their secondary people regarding achievement reporting in the PBD 0% Feb 25 '97 Mar 25 '97 Primary Leaders 220 MR 3RD QUARTER PROGRAM BUDGET DOCUMENT REPORTS 0% Feb 25 '97 Jun 25 '97 Jeckeon 221 MR Advise program managers and principals on the Program Budget Document 0% Feb 25 '97 Apr 15'97 Asst. Supts,Lewis 222 MR Send reminder notice regarding deadline to enter 3rd Quarter activities 0% Mar 7 '97 Mar 7 '97 Lewis 223 MR Last day to enter activities for the third quarter PBD 0% Apr 3 '97 Apr 3 '97 Principals,Program Managers 224 MR PRE revises narrative and the controller provides financial information for 3rd Quarter Program Budget Document Report 0% Apr 29 '97 May 3 '97 Lewis,Milhollen Page 28 FY98 July 31 '96Little Rock School District Program Planning and Budgeting Tool ID 225 Code MR Name PRE combines all revised information for 3rd Quarter PBD Report % Complete 0% Scheduled Start May 12'97 Scheduled Finish May 12'97 Revised Finish Resource Names Lewis.PRE Clerical 226 MR Submit report to Attorney for review 0% May 13'97 May 16'97 Lewis 227 MR Prepare for publication of 3rd Quarter Program Budget Document Report 0% May 20 '97 May 23 '97 Lewis 228 MR Submit 3rd Quarter Program Budget Document to Court 0% May 27 '97 May 27 '97 Jackson,Attorney 229 MR Primary leaders provide feedback to their secondary people regarding achievement reporting in the PBD 0% May 27 '97 Jun 25 '97 Primary Leaders 232 MR 4th QUARTER PROGRAM BUDGET DOCUMENT REPORTS 0% May 9 '97 Sep 1 '97 Jackson 231 MR Advise program managers and principals on Program Budget Document 0% May 22 '97 Jul 22 '97 Asst. Supts.Lewis.PRE Clerical 232 MR Send reminder notice regarding last date to enter activities 0% May 9 '97 May 15'97 Lewis Page 29 FY98 July 31 '96Little Rock School District Program Planning and Budgeting Tool ID 233 Code MR Name Last day to enter activites for the 4fh Quarter % Complete 0% Scheduled Start Jul 12'97 Scheduled Finish Jul 12'97 Revised Finish Resource Names Program Managers 234 MR PRE develops narrative and the controller provides financial information for 4th quarter Program Budget Document Report 0% Jul 29 '97 Aug 4 '97 Lewis,Milholien 235 MR PRE combines all information for 4th Quarter Program Budget Document Report 0% Jul 29 '97 Aug 4 '97 Lewis,PRE Clerical 236 MR Submit report to Attorney for review 0% Aug 12 '97 Aug 12 '97 Jackson 237 MR Prepare for publications the 4th Quarter Program Budget Document Report 0% Aug 16 '97 Aug 19 '97 Lewis 238 MR Submit 4th Quarter Program Budget Document Reports to Court 0% Aug 26 '97 Aug 26 '97 Jackson,Attorney 239 MR Primary leaders provide feedback to their secondary people regarding achievement reporting in the PBD 0% Aug 1 '97 Sep 1 '97 Primary Leaders 240 MR SUBMIT MONTHLY MANAGEMENT REPORT (MANAGEMENT TOOLI TO COURT 8% Jul 31 '96 Aug 31 '97 Jackson Page 30 FY98 July 31 '96Little Rock School District Program Planning and Budgeting Tool ID 241 Code MR Name Submit July's monthly management report to Court % Complete 100% Scheduled Start Jul 31 '96 Scheduled Finish Jul 31 '96 Revised Finish Resource Names Jackson,Attorney 242 MR Submit August's monthly management report to Court 0% Aug 30 '96 Aug 30 '96 Jackson,Attorney 243 MR Submit September's monthly management report to Court 0% Sep 30 '96 Sep 30 '96 Jackson,Attorney 244 MR Submit October's monthly management report to Court 0% Oct 31 '96 Oct 31 '96 Jackson, Attorney 245 MR Submit November's monthly management report to Court 0% Nov 29 '96 Nov 29 '96 Jackson,Attorney 246 MR Submit December's monthly management report to Court 0% Dec 20 '96 Dec 20 '96 Jackson,Attorney 247 MR Submit January's monthly management report to Court 0% Jan 31 '97 Jan 31 '97 Jackson,Attorney 248 MR Submit February's monthly management report to Court 0% Feb 28 '97 Feb 28 '97 Jackson,Attorney Page 31 FY98 July 31 '96Little Rock School District Program Planning and Budgeting Tool ID 249 Code MR Name Submit March's monthly management report to Court % Complete 0% Scheduled Start Mar 31 '97 Scheduled Finish Mar 31 '97 Revised Finish Resource Names Jackson.Attorney 250 MR Submit April's monthly management report to Court 0% Apr 30 '97 Apr 30 '97 Jackson.Attorney 251 MR Submit May's monthly management report to Court 0% May 31 '97 May 31 '97 Jackson.Attorney 252 MR Submit June's monthly management report to Court 0% Jun 30 '97 Jun 30 '97 Jackson.Attorney 253 MR Submit July's monthly management report to Court 0% Jul 31 '97 Jul 31 '97 Jackson.Attorney 254 MR Submit August's monthly management report to Court 0% Aug 31 '97 Aug 31 '97 Jackson 255 ORG REASSESSMENT OF PROCESS ANQ ORGANIZATION 1997-98 5% Jul 5 '96 Aug 30 '97 Jackson.Attorney 256 ORG Analyze, reassess, and revise planning organization and structure 0% Jul 5 '96 Jul 31 '97 Williams.Jackson Page 32 FY98 July 31 '96Little Rock School District Program Planning and Budgeting Tool ID 257 Code ORG Name Revise, discuss and reach consensus regarding format and tasking of 1997-98 Management Tool % Complete 100% Scheduled Start Jul 5 '96 Scheduled Finish Jul 24 '96 Revised Finish Resource Names Cabinet, Lewis, Jackson 258 ORG Initial circulation of 1997-98 Management Tool 100% Jul 13'96 Jul 31 '96 Lewis,Jackson 259 ORG Evaluate tasking of 1997-98 Management Tool 0% Jul 24 '96 Aug 30 '97 Cabinet, Lewis Page 33 FY98 July 31 '96 Jf ID 1 I Code PINV Name 1st Quarter 2nd Quarter 2 PINV Identify and revise DSeg and NonDSeg Programs 3 PINV Review and adjust primary and secondary leaders for DSeg and NonDSeg Programs 4 PINV Finalize list of DSeg and NonDSeg Programs 5 7 PINV PEVAL PEVAL Project: FY 98 Date: 7/31/96 % Complete Jul 45% 50% 50% 0% Aug [ Se^ Oct [ Nov | Dec B 3rd Quarter 4th Quarter Jan I Feb | Mar Apr | May | Jun 1 st Quarter Jul I Aug I Sep 2nd Quarter Oct I Nov I Dec Generate a Program Inventory Report for 1996-97 PROGRAM EVALUATION Notify program managers that program evaluation begins in fall
begin data collection Critical Noncritical 0% a 21% 100% Progress H Milestone | Summary Rolled Up Page 11st Quarter ID 8 9 10 11 12 13 14 15 Code PEVAL PEVAL PEVAL PEVAL PEVAL PEVAL PEVAL PEVAL Project: FY 98 Date: 7/31/96 Name Review/revise process for cabinet review of program evaluations Review/revise program evaluation instrument Conduct required training sessions describing the process and evaluation criteria for designated staff Distribute program evaluation instruments and instructions to primary and/or secondary leaders: provide additonal information/instruments, if needed Program evaluations due from secondary or primary leaders Review program evaluations {DSeg and NonDSeg) for programs needing extended evaluations Finalize identification of programs needing extended evaluation Notify appropriate staff to prepare Extended Program Evaluations Critical Noncritical % Complete 0% 0% 0% 0% 0% 0% 0% 0% Jul Aug I Sep I I 2nd Quarter Oct I Nov I Dec 3rd Quarter Jan I Feb | Mar 4th Quarter Apr I May | Jun 1st Quarter Jul I Aug I Sep 2nd Quarter Oct I Nov I Dec Progress h Milestone | Summary Rolled Up Page 2IO 16 17 Ifi 19 20 21 22 Code PEVAL PEVAL NEEQS NEEDS NEEDS NEEDS NEEDS Project: FY 98 Date: 7/31/96 Name Extended evaluations due Cabinet review extended evaluations for merge into needs assessment report Review types of data to measure needs of district for FY 96-97 Analyze results of the budgeting and planning priorities revealed from the 95-96 Needs Assessment Report Review strategic planning mission statement and goals of the District (and implement) Board identifies District concerns for input from public at Town Hall/District Dialogues Critical Noncritical % Complete 0% 0% 0% 0% 0% 0% 0% 1st Quarter Jul I Aug I Sep 0 2nd Quarter Oct I Nov I Dec I 0 3rd Quarter Jan I Feb | Mar 4th Quarter Apr I May | Jun 1 1st Quarter Jul I Aug I Sep 2nd Quarter Oct I Nov I Dec Progress H Milestone Summary Rolled Up Page 3ID 23 24 25 26 27 28 29 Code NEEDS NEEDS NEEDS NEEDS NEEDS NEEDS NEEDS Project: FY 98 Date: 7/31/96 Name STANFORD 8 TEST DATA STUDY Define purpose and scope for Stanford 8 Test data study Assign responsibilities tor study of Stanford 8 Test data Design data collection plan for study of Stanford Collect and analyze data from Stanford 8 Test (Spring 96 administration) Prepare Stanford 8 Test Report Submit Stanford 8 Test Report for merge info needs assessment Critical Noncritical 1 st Quarter 2nd Quarter % Complete 0% 0% 0% 0% 0% 0% 0% Jul Aug I Sep Oct | Nov | Dec I i 3rd Quarter Jan I Feb | Mar 4th Quarter Apr I May | Jun I 1 st Quarter Jul I Aug I Sep I 2nd Quarter Oct I Nov I Dec Progress h Milestone H Summary Rolled Up Page 41st Quarter ID afi Code NEECS Name PRE EDUCATIONAL EQUITY MONITORING REPORTS SURVEY % Complete 0% Jul Aug I Sep 2nd Quarter Oct I Nov I Dec 3rd Quarter Jan I Feb | Mar 4th Quarter Apr I May | Jun 1st Quarter Jul I Aug I Sep 2nd Quarter Oct I Nov I Dec 31 NEEDS Define purpose and scope for PRE Educational Equity Monitoring Reports Study 0% 32 NEEDS Assign responsibilities for PRE Educational Equity Monitoring Reports Study 0% 0 33 NEEDS Analyze data from PRE Educational Equity Monitoring Reports Studies 0% 34 NEEDS Prepare PRE Educational Equity Monitoring findings 0% 35 NEEDS Submit PRE Educational Equity Monitoring Reports Study into needs assessment listing 0% ae NEEDS SCHOOL CLIMATE/HUMAN RELATIONS SURVEY ISC/HRISTUDY 0% Project: FY 98 Date: 7/31/96 Critical Noncritical Progress H Milestone | Summary Rolled Up Page 51 st Quarter ID 37 38 39 40 41 42 43 44 Code NEEDS NEEDS NEEDS NEEDS NEEDS NEEDS NEECS NEEDS Project: FY 98 Date: 7/31/96 Name Define purpose and scope of SC/HR Survey Assign responsibilities for SC/HR data collections Design data collection plan for study of SC/HR Collect and analyze data from SC/HR Survey Prepare SC/HR Survey Report Submit SC/HR Survey Report for merge info needs assessment PORPORTIONALS ALLOCATION FORMULAS STUDY Define purpose and scope of Proportional Allocation Formulas Critical Noncritical % Complete 0% 0% 0% 0% 0% 0% 0% 0% Jul Aug I Sep B 0 2nd Quarter Oct I Nov I Dec 3rd Quarter Jan I Feb | Mar 4th Quarter Apr I May | Jun 1st Quarter Jul I Aug I Sep 2nd Quarter Oct I Nov I Dec Progress m Milestone B Summary Rolled Up Page 6f ID 45 I Code NEEDS Name Assign responsibilities for Proportional Allocation Formulas % Complete 0% 1 st Quarter Jul I Aug I Sep 0 2nd Quarter Oct I Nov I Dec 3rd Quarter Jan I Feb | Mar 4th Quarter Apr I May | Jun 1st Quarter Jul I Aug I Sep 2nd Quarter Oct I Nov I Dec 46 NEEDS Design data collections plan for Proportional Allocation Formulas 0% 0 47 NEEDS Collect and analyze data for Proportional Allocation Formulas 0% 48 NEEDS Prepare Proportional Allocation Formulas Report 0% 49 5Q 51 52 NEEDS NEEDS NEEDS NEEDS Project: FY 98 Date: 7/31/96 Submit Proportional Allocations Formulas Study Report for merge into needs assessment listing DESEGREGATION MONITORING REPORTS AUDIT FROM PPM Define purpose and scope of Desegregation Monitoring Reports Audit Assign responsibility for data collection of transcripts and Desegregation Monitoring Reports Audit Critical Noncritical 0% 0% 0% 0% Progress h Milestone B I 0 0 Summary Rolled Up Page 71st Quarter ID 53 54 55 56 57 59 60 Code NEEDS NEEDS NEEDS NEEDS NEEDS NEEDS NEEDS NEEDS Project: FY 98 Date: 7/31/96 Name Design data collection plan for study of Desegregation Monitoring Reports Audit Collect data Review with Cabinet and Attorneys Report findings to PRE Merge new obligations with Program Budget Document COURT ORDERS AUDIT Define purpose and scope of Court Orders Audit Assign responsibility for data collection of Court Orders Audit Critical Noncritical % Complete 0% 0% 0% 0% 0% 0% 0% 0% Jul Aug I Sep 0 2nd Quarter Oct I Nov I Dec 3rd Quarter Jan I Feb | Mar 4th Quarter Apr I May | Jun 1st Quarter 2nd Quarter Jul I Aug I Sep ~Oct | Nov | Dec Progress h Milestone | Summary Rolled Up Page 8[ ID 61 I Code NEEDS I Name Collect data % Complete 0% 1st Quarter 2nd Quarter 3rd Quarter Jul I Aug I Sep ~Oct | Nov | Dec ~an | Feb | Mar 4th Quarter Apr I May | Jun 1 st Quarter Jul I Aug I Sep 2nd Quarter Oct I Nov I Dec 62 NEEDS Review with Cabinet and Attorneys 0% 63 NEEDS Report findings to PRE 0% 64 5 66 67 68 NEEDS NEEDS NEEDS NEEDS NEEDS Project: FY 98 Date: 7/31/96 Merge new obligations with Program Budget Document TOWN HALL MEETINGS Define purpose and scope of Town Hall Meetings Review previous years data from Town Hall Report Review and data collection plan (matrix)forTown Hall Meetings Critical Noncritical 0% 0% 0% 0% 0% Progress Milestone B 0 0 Summary Rolled Up Page 9ID 69 Code NEEDS Name 1 st Quarter 70 NEEDS 71 72 73 74 75 76 NEEDS NEEDS NEEDS NEEDS NEEDS NEEDS Project: FY 98 Date: 7/31/96 Set locations and schedule for Town Hall Meeting Develop advertisement plan and schedule for Town Hall Meetings: Prepare sample agenda Execute advertisement plan for Town Hall Meeting I Conduct Town Hall Meeting I Gather feedback data from Town Hall Meeting I for input into matrix Execute advertisement plan for Town Hall Meeting II Conduct Town Hall Meeting II Gather feedback data from Town Hall Meeting II for input into matrix Critical Noncritical % Complete 0% 0% 0% 0% 0% 0% 0% 0% 2nd Quarter 3rd Quarter Jul I Aug I Oct I Nov | Dec Jan | Feb | Mar 0 0 4th Quarter Apr I May | Jun 1st Quarter Jul I Aug I Sep 1 2nd Quarter Oct I Nov I Dec Progress h Milestone | Summary Rolled Up Page 10 1ID 77 Code NEEDS Name Execute advertisement plan for Town Hall Meeting III 78 NEEDS Conduct Town Hall Meeting III 79 NEEDS Finalize and publish Town Hall Meeting Report 80 NEEDS Merge findings of Town Hall Meeting Report, 1996-97 into needs assessment listing ai NEEDS 82 NEEDS Define purpose and scope of District Dialogues 83 NEEDS Review previous years data from District Dialogue Report 84 NEEDS Review data collection plan (matrix) for District Dialogues Project: FY 98 Date: 7/31/96 Critical Noncritical I 1st Quarter % Complete 0% 0% 0% 0% 0% 0% 0% 0% Jul Aug I Sep 2nd Quarter Oct I Nov I Dec 0 0 0 0 3rd Quarter Jan I Feb | Mar 4th Quarter Apr I May | Jun 1st Quarter Jul I Aug I Sep 2nd Quarter Oct I Nov I Dec V////////////^^^^^ Progress Milestone | Summary Rolled Up Page 11ID 85 Code NEEDS Name Set locations and schedule for District Dialogue Meetings % Complete I Jul 0% 1 st Quarter Au< Sei 0 2nd Quarter Oct I Nov I Dec 3rd Quarter Jan Feb I Mar 4th Quarter 1 st Quarter Apr I May | JurT Jul [ Aug | Sep 2nd Quarter Oct I Nov I Dec 86 NEEDS Develop advertisement plan and schedule for District Dialogues
prepare sample agenda 0% 0 87 NEEDS Execute advertisement plan for District Dialogue l(Principals) 0% 88 NEEDS Conduct District Dialogue I 0% 89 NEEDS Gather feedback from District Dialogue 1 for input into matrix 0% 90 NEEDS Execute advertisement plan for District Dialogue ll(Asst Principals) 0% 91 NEEDS Conduct District Dialogue II 0% 92 NEEDS Gather feedback data from District Dialogue II for input into matrix 0% _________ t Project. FY 98 Date: 7/31/96 Critical Noncritical Progress H Milestone | Summary Rolled Up Page 12I ID 93 Code NEEDS Name Execute advertisement plan for District Dialogue lll(Teachers) % Complete 0% 1 st Quarter Jul 2nd Quarter I Aug I Oct I Nov [ Dec 94 NEEDS Conduct District Dialogue III 0% 95 NEEDS Gather feedback data from District Dialogue III for merge into matrix 0% 96 NEEDS Execute advertisement plan for District Dialogue IV(Admin. and Classified) 0% 97 NEEDS Conduct District Dialogue IV 0% 98 NEEDS Gather feedback data from District Dialogue IV for input into matrix 0% 99 NEEDS Execute advertisement plan for District Dialogue V(Transportation) 0% 100 NEEDS Conduct District Dialogue V 0% Project: FY 98 Date: 7/31/96 Critical Noncritical Progress b Milestone H Page 13 3rd Quarter Jan I Feb | Mar Summary Rolled Up Q 4th Quarter Apr I May | Jun 1st Quarter Jul I Aug I Sep 2nd Quarter Oct I Nov I DecID 101 Code NEEDS Name Gather feedback data from District Dialogue V for input into matrix % Complete 0% 1st Quarter Jul I Aug I Sep 2nd Quarter Oct I Nov I Dec 3rd Quarter 4th Quarter 1st Quarter 2nd Quarter Jan I Feb | Mar Apr | May | Jun~ Jul | Aug | Sep Oct | Nov | Dec 102 NEEDS Finalize and publish District Dialogue Report 1996-97 0% 103 104 105 106 107 108 NEEDS NEEDS NEEDS NEEDS NEEDS NEEDS Project: FY 98 Date: 7/31/96 Merge findings of District Dialogue Report 1996-97 into needs assessment listing Conduct Administrative review of available districtwide reports and objective data Review of available districtwide reports and objective data by Board Publish Draft of Needs Assessment /Report and disseminate to selected persons Publish Needs Assessment Report, 1996-97 Critical Noncritical 0% 0% 0% 0% 0% 0% Progress h Milestone | Page 14 a I Summary Rolled Up 1st Quarter 2nd Quarter ID 109 Code GOALS Name PLANNING AND BUDGET GOALS % Complete 0% Jul Aug I Se^ Oct | Nov | Dec 3rd Quarter Jan I Feb | Mar 4th Quarter Apr I May | Jun 1st Quarter Jul I Aug I Sep 2nd Quarter Oct I Nov I Dec GOALS CABINET PLANNING SESSION 0% 111 GOALS Review 1995-96 Needs Assessment Report 0% 112 GOALS Distribute 1996-97 Needs Assessment Report to Cabinet members 0% 0 113 GOALS Distribute mission statement, goals and written priorities (strategic planning action plans) 0% 114 PDEV 0% Uh PDEV SUBMIT BUSINESS CASE FOR 0% Project: FY 98 Date: 7/31/96 Critical Noncritical Progress Milestone B Summary Rolled Up Page 15ID 116 Code PDEV Name Review process for program development % Complete 0% 1 st Quarter Jul I Aug I Sep 2nd Quarter Oct I Nov I Dec 117 PDEV Use extended program evaluations to identify program additions, modifications, deletions 0% 0 118 PDEV Notify appropriate staff to prepare Business Cases on results of extended program evaluations 0% 0 119 PDEV 120 PDEV Review recommendations from district needs assessment report in order to identify additional programs or programs modifications resulting in business case(s)_______________________ Business Cases due 0% 0% 121 PDEV Review of Business Cases by Cabinet 0% 122 PDEV Submit Business Cases for program and/or program modifications to Board of Directors 0% 123 PDEV Review of Business Cases by Board 0% 0 Project: FY 98 Date: 7/31/96 Critical Noncritical Progress H Milestone I Page 16 3rd Quarter Jan I Feb | Mar I 0 I Summary Rolled Up 4th Quarter Apr I May | Jun 1 st Quarter Jul I Aug I Sep 2nd Quarter Oct I Nov I DecID 124 Code BUDGT Name WQRKSESSIQN 125 BUDGT Determine date and site for Board Retreat 126 BUDGT Identify and establish agenda items for Board Worksession 127 BUDGT Identify materials for Board Worksession 128 BUDGT Distribute materials for Board Worksession 129 BUDGT Conduct data analysis work session in preparation for Board Worksession 130 BUDGT Conduct Board Worksession 131 BUDGT Report outcomes of Board Worksession % Complete 0% 0% 0% 0% 0% 0% 0% 0% Project: FY 98 Date
7/31/96 Critical Noncritical 1st Quarter Jul I Aug I Sep 2nd Quarter 3rd Quarter Oct I Nov I Dec Jan | Feb | Mar 0 S 4th Quarter Apr I May | Jun 1st Quarter Jul I Aug I Sep 2nd Quarter Oct I Nov I Dec Progress h Milestone | Summary Rolled Up Q Page 17ID 132 Code BUDGT Name % Complete 0% 1 st Quarter Jul I Aug I Sep 2nd Quarter Oct I Nov I Dec 3rd Quarter Jan I Feb | Mar 4th Quarter Apr I May | Jun 1 st Quarter Jul I Aug I Sep 2nd Quarter Oct I Nov I Dec 133 BUDGT Develop budget preparation training materials 0% 0 134 BUDGT Conduct budget preparation training sessions and distribute instructions for budget preparation training at all levels 0% a 135 BUDGT Budget managers develop and submit revised 1995-96 expense budget revisions and 1996-97 expense budget requests 0% 136 BUDGT Begin districtwide expense budget consolidation and executive review process 0% V//////////A 137 BUDGT Year to date revenue expenditure analysis 0% 138 139 BUDGT BUDGT Project: FY 98 Date: 7/31/96 Revise financial forecast for coming year Submit proposed budget to Board Critical Noncritical 0% 0% Progress m Milestone | Summary Rolled Up Page 18 0 IID 140 Code BUDGT Name Conduct Board Work Sessions on proposed budget % Complete 0% 1 st Quarter Jul I Aug I Sep 2nd Quarter Oct I Nov I Dec 3rd Quarter Jan I Feb | Mar 4th Quarter Apr I May | Jun 1st Quarter Jul I Aug I Sep 2nd Quarter Oct I Nov I Dec 141 BUDGT Revise proposed budget, as needed 0% 142 BUDGT Prepare tentative budget 0% 143 BUDGT Board review of tentative budget 0% I 144 BUDGT Conduct Board Work Session on tentative Budget 0% 0 145 BUDGT Account reconciliation and Purchase Order (PO) clean-up 0% 146 BUDGT 147 BUDGT Receipt of state generated revenue numbers (payroll liabilities, adjusted supplemental payroll, last payroll, Carl Perkins, M to M, JTPA, Vocational Ed., Chapters 1 and 2, Compensatory Ed., MFPA, Close-out 1996-97 accounts: adjust physical inventory, (fiscal)federal grants, magnet, state grants, accruals 0% 0% Project: FY 98 Date: 7/31/96 Critical Noncritical Progress - Milestone | Summary Rolled Up Page 191st Quarter ID 148 Code BUDGT Name Compute ending fund balance % Complete 0% Jul I Aug I Sep 2nd Quarter Oct I Nov I Dec 3rd Quarter 4th Quarter Jan I Feb | Mar ~Apr | May | Jun 1 st Quarter Jul I Aug I Sep I 149 BUDGT Administrative review of final budget 0% 150 BUDGT Submit final budget to Board 0% 151 BUDGT Board review and adoption of 97-98 final budget 0% 0 152 BUDGT Submit final Budget to Court/Parties 0% 153 BUDGT Submit 97-98 final budget to State 0% 0 154 BUDGT Staffing 0% 155 BUDGT Review/adoption of changes in course offerings by Board 0% Project: FY 98 Date: 7/31/96 Critical Noncritical Progress h Milestone Summary Rolled Up Q Page 20 2nd Quarter Oct I Nov I Dec1st Quarter ID 156 Code BUDGT Name Meeting with counselors and principals to review courses offerings 1996-97 % Complete 0% Jul Aug I Sep 2nd Quarter Oct I Nov I Dec 3rd Quarter Jan I Feb | Mar 4th Quarter Apr I May | Jun 1 st Quarter Jul I Aug I Sep 2nd Quarter Oct I Nov I Dec 157 BUDGT Print secondary course selection sheets 0% 158 BUDGT Counselors meet with students and complete course selection sheets 0% 159 BUDGT Counselors send course selection sheets to receiving schools 0% 0 160 BUDGT Registrars tally course selections 0% 161 BUDGT Review course tallies secondary. Note possible staffing changes based on courses requested 0% 162 BUDGT Identify elementary enrollment (tentative) for 1997-98 0% 163 BUDGT Make determination by subject area (secondary) of possible changes and by projected elementary enrolled 0% Project: FY 98 Date: 7/31/96 Critical Noncritical Progress Milestone | Summary Rolled Up Page 211st Quarter ID 164 Code BUDGT Name List known retirements, resignations, and intern positions % Complete 0% Jul Aug I Sep 2nd Quarter Oct I Nov I Dec 3rd Quarter Jan I Feb | Mar 4th Quarter Apr I May | Jun 1st Quarter Jul I Aug I Sep 2nd Quarter Oct I Nov I Dec 165 BUDGT Identify certified personnel for Reduction in Force (RIF), if needed 0% 0 166 BUDGT Notify certified personnel of Reduction in Force (RIF), if needed staff reduction 0% 0 167 BUDGT Recall certified personnel from RIF, if needed 0% 168 BUDGT Notify classified personnel of staff reduction 0% 169 17Q 171 BUDGT BUDGT BUDGT Project
FY 98 Date: 7/31/96 Recall classified personnel from RIF, if needed PROVIDE BROAD-BASED INTERNAL AND EXTERNAL FEEDBACK Plan for infernal and external feedback. Set locations and dates Critical Noncritical 0% 0% 0% Progress h Milestone Summary Rolled Up Page 22ID 172 Code BUDGT Name Execute advertisement for district feedback, Session I % Complete 0% 1st Quarter Jul I Aug I Sep 2nd Quarter Oct I Nov I Dec 3rd Quarter Jan I Feb | Mar 4th Quarter Apr I May | Jun 1st Quarter Jul I Aug I Sep 2nd Quarter Oct I Nov I Dec 173 BUDGT Conduct District Feedback Session I 0% 174 BUDGT Execute advertisement plan for district feedback. Session II 0% 175 BUDGT Conduct District Feedback Session II 0% 176 BUDGT Execute advertisement for district feedback, Session III 0% 177 BUDGT Conduct district feedback, Session III 0% 178 BUDGT Execure advertisement for district feedback. Session IV 0% 179 BUDGT Conduct district feedback, Session IV 0% Project: FY 98 Date: 7/31/96 Critical Iggggggggggjgggggj^ Noncritical Progress h Milestone | Summary Rolled Up Page 23ID 180 Code BUDGT Name Execute advertisement for district feedback, Session V % Complete 0% 1 st Quarter Jul I Aug I Sep 2nd Quarter Oct I Nov I Dec 3rd Quarter Jan I Feb | Mar 4th Quarter Apr I May | Jun 1st Quarter Jul I Aug I Sep 2nd Quarter Oct I Nov I Dec 181 BUDGT Conduct district feedback. Session V 0% 182 BUDGT Execute advertisement for district feedback, Session Vl 0% 183 BUDGT Conduct distict feedback. Session VI 0% 184 BUDGT Execute advertisement plan for Town Hall feedback. Session I 0% 185 BUDGT Conduct Town Hall feedback. Session I 0% 186 BUDGT Execute advertisement plan for Town Hall feedback. Session II 0% 187 BUDGT Conduct Town Hall feedback , Session II 0% Project: FY 98 Date: 7/31/96 Critical Noncritical Progress - Milestone I Summary Rolled Up Q Page 241 st Quarter ID 188 Code BUDGT Name Execute advertisement for Town Hall feedback, Session III % Complete 0% Jul Aug I Sep 2nd Quarter Oct I Nov I Dec 3rd Quarter Jan I Feb | Mar 4th Quarter Apr I May | Jun 1 st Quarter Jul I Aug I Sep 2nd Quarter Oct I Nov I Dec 189 BUDGT Conduct Town Hall feedback, Session III 0% 190 SPLAN STRATEGIC PLANNING IMPLEMENTATION OF APPROVED YEAR ONE ACTION PLANS 0% r 191 SPLAN Conduct evaluation for year one 0% 192 SPLAN Identify action plans for year two implementation 0% Igi%ggigggggi%88g%gi8gg%8^^ 193 SPLAN Implement site-based management strategic plan 0% 194 MR MONITORING AND REPORTING OF DESEG 0% Project: FY 98 Date: 7/31/96 DOCUMENT REPORTS (1ST QUARTER: 2ND QUARTER: 3RD QUARTER: 4TH QUARTERI Critical Noncritical Progress - Milestone H Summary Rolled Up Page 251st Quarter ID 195 Code MR Name Revise written program budget document instructions, as needed % Complete 0% Jul Aug I Sep a 196 MR Plan maintenance education and orientation regarding the program budget document process 0% 197 MR Distribute written program budget document instructions to principals and program managers 0% 0 198 MR Conduct maintenance education workshops and orientation sessions regarding the program budget document process for principals, clerical staff, program managers, primary and secondary leaders 0% 199 MR 1ST QUARTER PROGRAM BUDGET DOCUMENT REPORTS 0% 200 MR Review written program budget document with program managers and principals 0% 201 MR Carryout training sessions on the Program Budget Document 0% 202 MR Send reminder notice regarding deadline for entering 1st Quarter PBD activities 0% Project: FY 98 Date: 7/31/96 Critical Noncritical 2nd Quarter Oct I Nov I Dec 0 I 3rd Quarter Jan I Feb | Mar 4th Quarter Apr I May | Jun 1 st Quarter Jul I Aug I Sep 2nd Quarter Oct I Nov I Dec Progress Milestone Summary Rolled Up Page 26ID 203 Code MR Name Last day to enter activities for the 1st Quarter PBD % Complete 0% 1 st Quarter Jul I Aug I Sep 2nd Quarter Oct I Nov I Dec 3rd Quarter Jan I Feb | Mar 4th Quarter 1 st Quarter Apr I May | Jun ~Jul | Aug | Sep 2nd Quarter Oct I Nov I Dec 204 MR PRE develops narrative and the Controller provides financial info for the PBD reports 0% 205 MR PRE combines all information for the 1st Quarter Program Budget Report 0% 0 206 MR Submit report to Attorney for review 0% 207 208 209 210 MR MR MR MR Project: FY 98 Date: 7/31/96 Prepare for publication of 1st Quarter Program Budget Document Reports Submit 1 st Quarter Program Budget Document Reports to Court Primary leaders provide feedback to the secondary people regarding achievement reporting in the PBD Critical Noncritical 0% 0% 0% 0% Progress h Milestone | Page 27 I Summary Rolled Up ID 211 Code MR Name Advise program managers and principals on Programs Budget Document % Complete 0% 1st Quarter Jul I Aug I Sep 2nd Quarter 3rd Quarter Oct I Nov I Dec ~Jan | Feb | Mar 212 MR Send reminder notice regarding deadline to enter activities for 2nd Quarter PBD 0% 213 MR Last day to enter activities for the 2nd Quarter PBD 0% I 214 MR PRE revises narrative and the controller provides financial info for Program Budget Document Reports (DSeg and NonDSeg) 0% 0 215 MR PRE combines all revised information for 2nd Quarter Program Budget Document Reports 0% 0 216 MR Submit report to Attorney for review 0% 0 217 MR Prepare publication of 2nd Quarter Program Budget Document Reports 0% 218 MR Submit 2nd Quarter Program Budget Document Reports to Court 0% .. Project: FY 98 Date: 7/31/96 Critical Noncritical Progress H Milestone | Summary Rolled Up Page 28 4th Quarter Apr I May | Jun 1 st Quarter Jul I Aug I Sep 2nd Quarter Oct I Nov I Dec ID 219 Code MR Name Primary leaders provide feedback to their secondary people regarding achievement reporting in the PBD % Complete 0% 1 st Quarter Jul I Aug I Sep 2nd Quarter Oct I Nov I Dec 3rd Quarter Jan I Feb | Mar 4th Quarter Apr I May | Jun 1st Quarter Jul I Aug I Sep 2nd Quarter Oct I Nov I Dec 22Q MB 3RD QUARTER PROGRAM BUDGET DOCUMENT REPORTS 0% 221 MR Advise program managers and principals on the Program Budget Document 0% 222 MR Send reminde
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