Finance, Operations and Technology
Statement of Issue: Why? Continued improvement through collaboration, accountability, transparency, and innovation.
Statement of Goal: What? Alignment of fiscal, technological, and physical resources to accomplish District initiatives.
Innovation Area: Finance, Technology, Food Service, and Maintenance & Operations Date to be Completed: Ongoing Responsible Party: Beth Strickler
Tactical Plan of Action
Objectives –Sub Goals
What?
Critical Work Activities CWA
How?
Responsible Person(s) Who? Human Resource/ Physical Resource Required FTE / Materials - Estimated Cost Start (S) Completion Date When? Evidence of Accomplishment
Finance
Goal 1: Provide District solvency with budgets that support Board goals, District priority, and District policies. 1. Increase stakeholder knowledge and understanding of school funding with community/staff meetings. Director of Business Services & Technology Budget Accounting Specialist

Grants Coordinator

Director of Business Services & Technology
Salaries & Benefits required for positions 07/01/2022 - 06/30/2026 Yearly stakeholder meetings to review the new fiscal year expenditure budget.
Goal 2: Generate a balanced budget to include sufficient carry-over. 1.  Maintain a sustainable budget. Director of Business Services & Technology Budget Accounting Specialist

Director of Business Services & Technology
N/A 07/01/2022 - 10/15/2023 Annual Carry Forward amount represented on the BUDG75 report after AFR submission.
Goal 3: Design a District-wide capital acquisitions plan. 1.  Compile detailed information, obtained from necessary supervisors.

2.  Implement a capital item purchasing timeline.
Director of Business Services & Technology Site Administrators

Building and Grounds Supervisor

Technology Supervisor
TBD 03/01/2023 - 05/31/2023 Capital acquisition plan developed and implemented for a continuous 5-year look-a-head.
Goal 4: Construct a comprehensive grants program. 1.  Design an entitlement & competitive grants program that will enable the district to secure and utilize additional funding. Grants Coordinator Grants Coordinator

Director of Business Services & Technology
N/A 07/01/2022 - 06/30/2023 Funds allocated for entitlement and competitive grants to allow for greater District reserves of public funds.
Goal 5: Convene an advisory committee (group) to evaluate and provide recommendations on spending funds. 1. Open discussion on ways to save funds. (Purchasing Cooperatives, discount retailers, school printing, etc.).

2. Train committee on school finance.

3. Create a policy and procedure manual for committee work.
Budget Accounting Specialist Certified Employee (s)

Classified Employees (s)

Community Stakeholders
Budget Accounting Specialist

Building & Grounds Supervisor

Technology Supervisor

Grants Coordinator

Director of Business Services & Technology
N/A 07/01/2022 - 06/30/2026 Quarterly meetings.
Goal 6: Generate a thorough guide of business office procedures. 1.  Create an FAQ / checklist for school use on the district requirements for purchasing (Req’s, PO’s, packing slips, etc.).

2.  Assemble a Student Club Advisors Handbook (distribute & training).

3.  Create a “Transacting with the Business Office” handbook, explaining office procedures & office positions.
Budget Accounting Specialist

Director of Business Services & Technology
Budget Accounting Specialist

Accounts Payable Specialist

Payroll Accounting Specialist

Director of Business & Technology
N/A 1.  07/01/2022 - 11/30/2022

2.  07/01/2022 - 12/19/2022

3.  12/01/2022 - 06/30/2023
FAQ/checklist distributed and utilized.

Published handbooks for:
Student Club Advisors – Transacting with the Business Office (Full version for business office employees and condensed version “what they need to know” for campus employee).
Technology
Goal 1: Maintain and support IT department goals, objectives, and initiatives. 1.  Create a modern and comprehensive technology department structure.

2.  Create and maintain a technology end of life and reuse plan.

3.  Writing IT section in monthly district newsletter.

4.  Quarterly cabinet reports.

5.  Create a list of district technology programs and uses

6.  Monitor the effectiveness of the technology programs
Technology Supervisor Technology Department Salaries & Benefits required for positions 07/01/2022 – 06/30/2026

5. 4/30/2022
Governing Board Presentation of completed structure and plans.

Quarterly cabinet reports.

Monthly district newsletter.
Goal 2: Streamline and modernize District operations through integrations, systems automation, and enhanced security. 1.  Communicate available services on the IT department tab on the WSD website.

2.  Create and maintain a digital security plan.

3.  Evaluate digital communication platforms to ensure they meet district needs.

4.  Design a technology integration guide.

5.  Evaluate District print and copy model, with the goal of reducing costs.

6.  Evaluate the need for a central analytics platform.
Technology Supervisor Technology Technician I

Technology Technician II

Technology Supervisor

Director of Business Services & Technology
N/A 1.  07/01/2022 – 10/31/2022

2.  08/01/2022 – 10/01/2022

3.  05/01/2022 – 06/15/2022

4.  01/01/2023 – 03/31/2023

5.  07/01/2023 - 12/31/2023

6.  12/31/2022 – 01/01/2023
Decline in helpdesk tickets.

Board and Insurance company approved plan.

Publication of a comprehensive list of digital communication needs.

Publication of the integration guide.

Cabinet presentation of viability.

Cabinet presentation of evaluation findings.
Goal 3: Restructure, maintain, and provide support/training for Student Information Systems (SIS) and Digital Records. 1. Create a Technology Data Specialist position to manage SIS operations.

2. Restructure user permissions.

3. Create a SIS compliance/utilization policy.
Technology Supervisor Infinite Campus Users

Technology Technician I

Technology Technician II

Technology Supervisor

Director of Business Services & Technology
$40,000 - $50,000/ Year 1.
07/01/2022 – 04/30/2022

2.
10/01/2022 – 12/31/2022

3.
09/01/2022 – 10/01/2022
Successful onboarding of the Technology Data Specialist.

Approval from an internal audit of user security.

Board approved compliance and utilization policy.
Goal 4: Provide high quality customer service, staff support, and training. 1. Create and maintain a comprehensive technology onboarding and training plan.

2. Communicate available tools on the IT department tab of the district website.

3. Develop technology onboarding courses and continuing training classes

4. Monitor and evaluate the level of customer service, staff support, and training through quarterly surveys.
Technology Supervisor Technology Technician I

Technology Technician II

Technology Supervisor

Director of Business Services & Technology
$40,000 - $50,000/ Year 1.  03/01/2023 – 04/30/2023

2.  07/01/2022 - 09/01/20232

3.  05/01/2022 - 06/15/2022
Successful onboarding of the Technology Support Specialist.

Implementation of trainings utilizing a shared calendar (7/1/2023).
Goal 5: Establish a central Project Management platform. 1.  Deploy a project management solution such as (Microsoft Projects, ZOHO, or Salesforce).

2.  Train staff on Project Management Platform.
Technology Supervisor

Building and Grounds Supervisor
Building and Grounds Supervisor

Technology Supervisor

Director of Business Services & Technology
$5,500/ Year 10/1/2022 – 06/30/2023 Project snapshots (Progress and completion reports).
Maintenance and Operations
Goal 1: Maintain and support Maintenance & Operation department goals, objectives, and initiatives. 1. Create a comprehensive maintenance and operations department structure.

2. Generate and sustain a tools/machinery end of life and reuse plan.

3. Write a Maintenance & Operations section in the monthly newsletter.

4. Quarterly cabinet reports.
Buildings and Grounds Supervisor Mechanical Maintenance

Lead Custodians

McKinney Vento Liaison

Maintenance / Bus Driver

Buildings and Grounds Supervisor

School Facilities Board
Salaries & Benefits required for positions 07/01/2022 - 06/30/2026 Governing Board Presentation of completed structure and projects.

Provide a detailed list for end of life & re-use plan to Governing Board.

Quarterly cabinet reports.

Monthly district newsletter.
Goal 2: Ensure facilities are clean and safe for the learning environment as well as be aesthetically pleasing to foster student recruitment. 1.  Maintain a comprehensive list of interior checks and balances.

2.  Prepare a detailed list of interior projects and corresponding completion dates.

3.  Prepare a detailed list of exterior projects and corresponding completion dates.

4.  Evaluate building square footage to determine appropriate custodial personnel needed.

5.  Establish process for annual review of structural repair needs of all facilities and outdoor spaces.
a.  Replace/maintain the track at the elementary school.
b.  Replace turf under playground equipment at the elementary school.
c.  Paint outside basketball courts at both campuses.
d.  Replace/repair the roof at the primary.
e.  Maintain fall zones under all playground equipment.

5.  Establish bird control
Buildings and Grounds Supervisor Mechanical Maintenance

Lead Custodians

Landscaper

Buildings and Grounds Supervisor
N/A 07/01/2022 - 06/30/2026 Complete projects in a timely manner.

Provide the Governing Board with complete listings for interior, exterior & grounds keeping needs.

Quarterly review of classroom cleaning.

Report on total/per person to cabinet.

Social Media and Monthly Newsletter postings on project completions.
Goal 3: Provide clean, safe, and reliable student transportation. 1.  Establish a transportation vehicle service plan.

2.  Implement Vehicle Service Plan.

3.  Train drivers using guidelines set forth by The Trust.

4.  Hire and train additional bus drivers.

5.  Purchase an additional school bus
Mechanical Maintenance

Maintenance / Bus Driver
Maintenance / Bus Driver

McKinney Vento Liaison

Buildings and Grounds Supervisor
TBD/Initial Year
($20,000/year)

Annually $8,000.00
07/01/2022 - 06/30/2026 Completed Plan.

Quarterly review of transportation vehicle records.

Reduction in unplanned service.
Food Service
Goal 1: Provide a healthy nutrition program for all students. 1.  Provide healthy choices such as fruits, vegetables, and main courses.

2.  Provide scratch (homemade) meals, breads and desserts

3.  Appropriate portion sizes

4.  Periodically review menus to include various ethnic group meals

5.  Perform annual audit and review of food service provider

6.  Survey families regarding food service (service, quality of food, food choices, etc.)

7.  Review and update food serving traffic flow.
District Food Service Clerk

Director of Business Services & Technology
Southwest Foodservice Excellence

Technology Supervisor

University of Arizona
07/01/2022 - 06/30/2026 Limited waste

Excellent survey results

Serving meal choices to accommodate various ethnic groups

Updated and redesigned wellness policy

Smarter lunchroom movement
Goal 2: Design a team environment between WSD and Food Service Management Company. 1.  Create and maintain common team efforts. District Food Service Clerk

Director of Business Services & Technology
Southwest Foodservice Excellence (or current Food Service Management Company) 07/01/2022 - 06/30/2026 Team unity between WSD and current Food Service Management Company
Goal 3: Maintain comprehensive Food Service Wellness Policy 1.  Update tri-annual wellness policy in partnership with University of Arizona District Food Service Clerk

Director of Business Services & Technology
University of Arizona

Southwest Foodservice Excellence (or current Food Service Management Company)
06/30/2022 Comprehensive three (3) year Food Service Wellness Policy