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CBO Mentor Project

Class #5 Magnificent Seventh October 14 & 15

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DRAFT schedule

3:00 to 5:00 5:00 to 6:00 6:00 to 7:00 7:00 to 8:00 8:00 to 9:00

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October 15 & 16 Debt Fi na nci ng Lori Ra i neri

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Nov 18,29 20 Newport Bea ch

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Dec 10 & 11

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Ja nua ry7 & 8 Medi ca l Benefi ts

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Februa ry 4 & 5 Worki ng di nner & a cti vi ty Worki ng di nner - 2 food s ervi ce pres enta ti ons Worki ng di nner & a cti vi ty Worki ng di nner & a cti vi ty Worki ng Di nner (revi ew res umes )

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Ma rch 4 & 5 Worki ng di nner & a cti vi ty Fi na nci a l Reporti ng Fra nci e Pres enta ti ons (Food Servi ce) Enrol l ment Projecti on Bi l l Mcgui re Tra ns porta ti on (Bi l l McGui re) Technol ogy Pres enta ti ons Purcha s i ng & Bi ddi ng M& O Bi l l McGui re IT Bes t Pra cti ces Empl oyee Eva l ua ti ons Lea ders hi p a cti vi ty

Saturday

8:00 to 9:00 9:00 to 10:00 10:00 to 11:00 11:00 to 12:00

Saturday

Workers Comp (Terri Pri cha rd) Budget Bi l l Mcgui re

Saturday Saturday Saturday Saturday

Bui l di ng rel a ti ons hi p wi th HR & Pos i ti on Control (Don Zi mri ng) Speci a l Educa ti on Fra nci e Hei m & Bi l l Gi l l a s pi e Fa ci l i ti es A-Z (Eri c Ha l l & Letti e Boggs ) Property & Li a bi l i ty (Pa ul a Ta nqua y- ASCIP) Open s l ot Di s tri ct Is s ues & Negoti a ti ons (School Servi ces )

Saturday

Appl yi ng for the Pos i ti on of CBO 12:00 to 1:00 1:00 to 2:00 2:00 to 3:00 worki ng l unch Budget Bi l l McGui re worki ng l unch Budget Exerci s e - TBD worki ng l unch Good to Grea t di s cus s i on worki ng l unch worki ng l unch Your fi rs t 100 da ys (Bi l l McGui re & Ron Bennett) Ca tegori ca l fund Ma na gement Fa ci l i ti es A-Z (Eri c Ha l l & Letti e Boggs ) Di s tri ct Is s ues & Negoti a ti ons (School Servi ces ) Gra dua ti on - l a s ts unti l 3:30.

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CBO Symposium

IMPORTANT REMINDERS

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Make hotel reservations for CBO Symposium Your are registered for the conference, compliments of Kevin Gordon, School Innovation & Advocacy

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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 Saturday 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

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Introduction of Guests Celebrations Challenges

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Random Selection Stand 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) 2 MINUTE TALK

Stop watch for each table.

Volunteer time keeper.

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UFB

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.

DO NOT TALK ABOUT THE SOFTWARE OR THE DATA COLLECTION PROCESS OR YOUR FRUSTRATION IN DOING A UFB.

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Team Project

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

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Be prepared to report out.

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Thomas Killman Survey Results

Accommodate Diane Lacombe Kristofer Pitman Tom Etchart Barbara Henderson Maria Palmer Harley Robertson 9 9 8 7 7 7 Avoid Tom Etchart Chris Vaz Veronica Lanto Cecile Nunley Maria Palmer Kristofer Pitman Aaron Thornsberry Paul Ziegler Jane Shamieh Collaborate 11 Dennis Snelling 10 Harley Robertson 9 Wael Elatar 9 Susan Junette 9 Joyce Lopes 9 Tommy Welch 9 Jonathan Allen 8 Thomas Barentson 7 Jane Shamieh 8 8 Jennifer Stahlheber 8 Barbara Henderson 7 Veronica Lanto Brett McFadden Tina Tuning 7 7 7 9 9 9 8 11 Wael Elatar 9 Brett McFadden 10 Harley Robertson 8 Thomas Barentson 9 Compete Jonathan Allen Compromise 7 Cecile Nunley Kraig Magnussen Brett McFadden Dennis Snelling 7 Jennifer Stahlheber 7 Barbara Henderson 7 Kraig Magnussen Maria Palmer Tommy Welch Jonathan Allen Diane Lacombe Veronica Lanto Joyce Lopes Jane Shamieh Debra Silva Tina Tuning Chris Vaz 12 11 10 10 9 9 9 9 8 8 8 8 8 8 8 8

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Strengths

Name Aaron Thornsberry Maria Palmer Kristofer Pitman Dennis Snelling Kraig Magnussen Paul Ziegler Tommy Welch Tom Etchart Cecile L. Nunley Wael Elatar Debra Silva Harley Robertson Susan Junette Chris M Vaz Joyce Lopes Jane Shamieh Tina Tuning Jonathan Allen Jennifer Stahlheber Brett W. McFadden Diane Lacombe Barbara Henderson Tom Barentson Veronica N. Lanto 1 Analytical Futuristic Analytical Context Learner Competition Learner Harmony Input Analytical Restorative Input Harmony Relator Achiever Achiever Relator Strategic Input Input Learner Arranger Maximizer Responsibility 2 Harmony Relator Competition Deliberative Maximizer Achiever Context Deliberative Achiever Maximizer Futuristic Relator Context Strategic Learner Maximizer Developer Command Learner Responsibility Intellection Maximizer Strategic Futurisic 3 Learner Context Deliberative Strategic Self-Assurance Strategic Input Responsibility Activator Futuristic Ideation Intellection Achiever Achiever Strategic Learner Maximizer Activator Includer Arranger Input Achiever Learner Individualism 4 Deliberative Individualization Context Learner Woo Arranger Achiever Consistency Intellection Self-Assurance Achiever Restorative Learner Responsibility Futuristic Relator Empathy Individualization Intellection Learner Analytical Context Individualization Arranger 5 Acheiver Achiever Responsibility Responsibility Connectedness Learner Focus Belief Self-Assurance Ideation Belief Ideation Responsibility Self-Assurance Focus Ideation Achiever Input Positivity Analytical Achiever Command Woo Conectedness

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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.”

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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.

http://www.sscal.com/software_technology.cfm?action=software&contentID=89 (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

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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.

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November Mentor Question No 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?

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November

 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.