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Implement plan
Implement Plan | Budget Document

The “strategic financial plan” is the long-term road map for implementing the district’s instructional priorities. A “plan of action” describes how the strategic financial plan will be translated into coherent actionable steps.


  • Develop a strategic financial plan informed by the district's priorities
  • Create an implementation plan with clear accountabilities and responsibilities
  • Develop a budget document that outlines the district's 'story'

Develop a Budget Presentation

A budget document needs to be well organized and also clearly lay out the challenges the district is facing and how the district’s strategies and financial plan will address these challenges.


  • Level 1: Budget presentation is clear and transparent with respect to the district's challenges, goals, strategies, and financial plan for achieving them - and overall is concise and user-focused.
  • Level 2: Present risks to long-range financial sustainability and ensure all funds included in the budget.
  • Level 3: Programmatic elements are used to categorize spending.

Your Quick Wins

  • Quick Wins: Link line item budget to goals.
  • Why important? Establish basic connection to what this whole budget process re-design is about.