Budget Analysis for Class Dues

and Integrating Technology

Katie Hale and Virginia Vann

Purpose
-Two-pronged project

-A principal asked if class dues

could be increased - data needed
to be collected and reviewed from
all high school bookkeepers

-Technology could be used to

streamline dissemination of
money-related information/forms to
all staff members that would
typically come from bookkeepers
 Research and Design
Prong 1:

-Worked with Finance team to determine questions

to ask bookkeepers - this information would
supplement previously collected class dues data

-Data would be submitted to central for their

consideration when making FY 2023 decisions

Prong 2:

-Project was originally intended to include all

school bookkeepers, but was refined due to time
constraints and a shift in direction for project - we
hope to complete this over the summer

Leadership Work
Prong 1:

-Scheduled/held meetings with bookkeepers to discuss class dues

-Provided research to Finance team to be formally presented to

school board; principals also met to discuss gathered information

Prong 2:

-Reviewed information and documents found in Finance team’s

Microsoft Teams Bookkeeper folder

-Collaborated with our bookkeepers to determine current

processes regarding money and best way to distribute information

-Created Microsoft Teams Staff Finance Resources folder

 Final Product - Prong 1
https://tinyurl.com/halevannpbl

School Collection % Use of Funds EOY Balance Other sources Sufficient

CSHS

9 61% Homecoming, None None Increase from

$100 for nurse, $10 to $20
balance to
seniors

10 66% Homecoming, None None Increase from

$100 for nurse, $10 to $20
balance to
seniors

11 75% Homecoming, None None Increase from

$100 for nurse, $10 to $20
prom (plus ticket
sales)

12 70% Homecoming, None, Discretionary Fund Increase from

$100 for nurse, supplement $20 to $25
senior activities from other
accounts if
needed

Final Product - Prong 2

Reflection
Prong 1:

Legitimate concern due to rising costs and

inability to collect

Prong 2:

Equitable access for all employees and an

additional layer of internal controls

Overall:

Working with Finance team during budget

season is challenging, but rewarding

Thank you!