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CBO Mentor Project. Class #5 Magnificent Seventh October 14 & 15. DRAFT schedule. CBO Symposium. IMPORTANT REMINDERS Make hotel reservations for CBO Symposium Your are registered for the conference, compliments of Kevin Gordon, School Innovation & Advocacy. November Schedule.

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Cbo mentor project

CBO Mentor Project

Class #5

Magnificent Seventh

October 14 & 15

Cbo symposium
CBO Symposium


  • Make hotel reservations for CBO Symposium

    Your are registered for the conference, compliments of Kevin Gordon, School Innovation & Advocacy

November schedule
November Schedule

Thursday CBO Symposium

Friday CBO Symposium

Symposium typically ends after lunch at 1:30

BUT there is one optional breakout session from 1:45 to 3:00. You can attend or practice for your presentation.

Our schedule on Friday

1:45 Mentors meet with Joel

3:00 Participants meet with Joel

4:00 break

5:00 dinner & presentations


8:00 to 12:00 Class

12:00 to 3:00 class exercise (pull out for 15 minute evaluations)

3:00 to 6:00 Additional evaluations if you can stay

Introduction of guests
Introduction of Guests



Cbo mentor project

Random Selection


Identify the district selected

Research relative to Student Achievement (e.g. who did you talk to, where did you go for resource documents)

Talk about student achievement in your district

(How are students doing?)(or selected district)


Stop watch for each table.

Volunteer time keeper.

Cbo mentor project

Be prepared to report out in TWO minutes and two minutes only what you learned about budgeting in CA using UFB during dinner at the October class.


Team project
Team Project

  • Last month you had a team project – think about the strengths of your team and how that influenced your working relationship.

  • Be prepared to report out.

October assignment
October Assignment

1. Refresh yourself on your strengths. You can expect a quiz from Mr. McGuire at the next meeting. Take a look at the strengths of your teammates from your last project. Be prepared to report out some insights about your team group dynamics as it relates to the different strengths of the group.

2. End of Year Variance assignment:

Prepare a board summary report of your district prior year actual (2009-10) compared to the last estimate. This report should include:

  • Spreadsheet summary of variances from last information told to board and final information at year end with narrative explaining the variances

  • Documents to look for:

  • 2010-11 Budget to board – find 2009-10 estimated actuals from this document

  • 2009-10 Actuals (September 15, 2010 document)

    If you do not have a district, request your mentor’s assistance in finding a suitable district for analysis. Finished assignment due at the December class (submit electronically). End of year variance analysis must be reviewed by your mentor prior to submission. The variance analysis will include a narrative and a summary financial document. Mentors are asked to pay particular attention to the narrative and provide input that makes the document “board package ready.”

Previous assignment ufb
Previous Assignment - UFB

3. User Friendly BUDGET.

 Do not wait until the last minute to download – User Friendly Budget refers to the end product – not the process of downloading the software and using it.

Go online to School Services of CA.


(Go to School Services of CA (sscal.com). Select: Services and Products. Select: software & technology. Select: user friendly budget. It takes up to 30 minutes to download.

 Your job is to complete the User Friendly Budget (UFB). Complete all sections of UFB for the District of your choice. You do NOT have to fill in 10 years of prior year data – only three years are required.

If you are a county office or charter, select a school district that interests you. Review and discuss with your mentor prior to the class. Due by the October class. Be prepared to report out in TWO minutes and two minutes only what you learned about budgeting in CA using UFB during dinner at the October class. Resource for prior year data: http://www.ed-data.k12.ca.us

Future assignment planning
Future Assignment Planning

  • Food service presentations November symposium (team project assigned in October)

  • Attend a collective bargaining session if possible - work with your mentor to find an opportunity – not due until January/February.

  • Attend a JPA meeting (workers compensation/property & liability/health and welfare) – not due until January/February.

  • Keep working on your unique “Fingertip Facts”. You will keep adding to this document as the class progresses and your final document is due at the end of the program.

  • Get your resume and cover letter updated - not due until January/February – but don’t wait.

November mentor question no interview question
November Mentor QuestionNo interview question

  • Be prepared to describe how position control works in your district. Discuss this with your mentor and talk about what are the elements critical to position control and what are the barriers to successful implementation.

  • Ask your mentor about a time in their career where they had a strong working relationship between HR and Business?

  • How is your district’s property and liability insurance provided? What is the annual premium? Are you self insured? Member of a JPA? Other?. What are the challenges facing your district in the area of insurance?


  • Food Service Presentations (details to be provided)

    Food Service presentations are done at this session. Teams have been formed and direction provided to the teams. These presentations will focus on development of presentation materials, public speaking skills, and team dynamics. You each have a responsibility to make sure your team is successful. PRACTICE, PRACTICE, PRACTICE.

  • Bring 2 hard copies of your presentation. We will provide the laptop, projector and we will be filming your team.