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!!!