How to Transition the CSBO Position Best Practices Both for Leaving a

How to Transition the CSBO
Position
Best Practices Both for Leaving a
District and Starting at a New
District
Purpose of Today’s Working Session
• Presenters vs. Facilitators
• Goal is to collaborate and create - Breakout
Groups
• Share stories and lessons learned
• Document Best Practice Ideas
• Create a resource for future
reference
Areas to Explore
•
•
•
•
Culture & People
Core Job Functions vs. Informal Responsibilities
Key Resources
Setting each other up
for success
Culture & People
What are the
office “norms”
or traditions?
How do the
people in your
district get
things done?
Who do you
need to work
closely with and
why?
Core Function of CSBO Job
What do you need to do the job ?
Where is it ?
How did the District get here ?
Where do you want to go ?
Informal Roles/Responsibilities
Roles:
• What roles did the previous Business Manager take
on that wasn’t listed in the job description?
Informal Roles/Responsibilities
Responsibility:
•
•
What is in writing, but still needs to be explained?
What’s typically not reported that should be explained?
Resources
Where can the information be found?
With whom
do I talk?
Low Hanging vs. Forbidden Fruit
What are ways to help others determine how to
get “quick wins” and how to navigate away from
potential land mines?
Working Groups
Each working group will be asked to focus on
one topic area:
1.
2.
3.
4.
Culture/people
Core job functions
Informal roles/responsibilities
Resources
• Appoint a recorder
• Report out
http://tinyurl.com/IASBOtransition
Report out
1.
2.
3.
4.
Culture/people
Core job functions
Informal roles/responsibilities
Resources
What did we miss?
Any additional thoughts
that we have not
discussed throughout
the session?
Next steps
• How will this document be used?
• How can I help further?
• Where can I access the final version?
Contact us with more ideas….
•
•
•
•
•
•
David Bein
Seth Chapman
Sarah Johnson-Millon
Nikita Johnson-White
Jay Kahn
Eric Miller
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
Thank you!!!