NAME:

SCHOOL:CONTACT NUMBER:

I would like to participate in the finance training for A02s. I have read the information available in the document entitled: AO2’s Training Program and agree to attend all sessions.

SIGNED: ______

ADMINISTRATIVE OFFICER

I support this application.

SIGNED: ______

PRINCIPAL/BSM

**************************************

APPLICANT USE ONLY

Please answer the following questions so that I may have an understanding of the current knowledge base of all participants.

How long have you worked in schools?

What roles have you held?

What areas of finance have you worked in? Please list specific duties completed.

List any finance related training/units of study that you have already attended/completed.

Do you plan to apply for BSM positions in the future?

A02 FINANCE TRAINING PROGRAM

PLANNING AND FINANCE COMPONENT

OUTCOME: To work with A02s and develop their capacity to undertake the financial component of a BSM role in a school. New BSMs may also wish to attend.

PREVIOUS WORK HISTORY: This program assumes that A02s have already been working in schools and have a general knowledge of how schools work. However, it is not necessary to have a prior knowledge of finance and planning strategies.

SUGGESTED STRATEGIES TO DEVELOP CAPACITY:

  • Attend A02 training sessions
  • Work with regional staff as necessary
  • Work with principal, BSM and admin team at school
  • Be trained in OneSchool by using the methods currently available i.e. on the job training, webinars, on-line help
  • Work shadow other BSMs

WORK SHADOWING OUTCOMES:

  • To ascertain an idea of what the role encompasses on a day-to-day basis.
  • To work with a variety of BSMs from A03 upwards.

GENERAL ACTIVITIES UNDERTAKEN BY BSMs

(This training will focus on the Finance area ONLY)

FINANCE / HR / FACILITIES / OTHER
  • Resources available
  • Networks and contacts
  • Finance committee and program management
  • Planning Process
  • Budget Process
  • Action Plans
  • Asset Planning
  • Financial Monitoring
  • OneSchool Finance
  • GST
  • Accountability
  • SPP
/
  • Resources available
  • Networks and contacts
  • Communication strategy and protocols
  • Recruitment
  • Induction
  • Supervision
  • Staff roles and internal duty list
  • Management
  • Leadership
  • ADO planning
  • Time sheets
  • Wages Claims
  • EBAs
  • Daily operations of the school and teams within the school
  • Staff training
  • Timelines for CO and RO
  • Forms
  • Data entry
  • Reward and celebration
/
  • Resources available
  • Networks and contacts
  • Facilities planning
  • AMP
  • Emergent works
  • School security
  • Use of school facilities
  • Grounds committee
  • The role of BAS in a school
  • Asbestos management
/
  • Raise profile of BSM within a school
  • Marketing the school and staff
  • Student Management
  • P&C and associated sub committees
  • Other community groups

SESSION TIMES

Sessions will be from 8:00am – 11:00am on the following days at the IPL, Sippy Downs.

Thursday 16th July 2015 / Wednesday 12th August 2015 / Wednesday 9th September 2015
Wednesday 21st October 2015 / Wednesday 18th November 2015 / Wednesday 17th February 2016
Wednesday 9th March 2016 / Wednesday 20th April 2016 / Wednesday 18th May 2016

WHAT COMMITMENT WILL BE NEEDED FROM THE SCHOOL?

  • Support by the BSM and Principal in terms of time commitment, follow-up dialogue with participants, learning and development plan etc
  • Supporting and developing a succession plan for the AO2 in the school.
  • Providing opportunities for the AO2 to practice and enhance their skills in the school

WHAT WILL BE NEEDED FROM THE A02?

A commitment to:

  • Exploring and challenging their own personal and professional behaviour in the work place
  • Developing their own knowledge and skills
  • Taking personal responsibility for professional growth
  • Being empowered to make informed decisions by using resources or people to help inform the decision making process.
  • Creating networks and developing partnerships
  • Time and attendance at sessions
  • Willingly participating with openness and honesty

PLANNING AND FINANCE COMPONENT

TRAINING TO BE CONDUCTED BY LINDA BLOM AND DIANE CHISHOLM

SESSION
NUMBER / COMPONENT / AREAS COVERED
ONE / Available Resources / OnePortal
Finance page
FMPM (Financial Management Practice Manual)
Supporting tools
QPP website
Taxation website
Audit website
P&CQLD website
PPR (Policies and Procedures Register)
Work through Regional and Central staff – Finance (Organisational Chart)
Networks
Discussion Lists
TWO / Finance Committee and Program Management / Look at the benefits of having a finance committee and how it would be structured
Program Management principles and theory
THREE / Planning Process / Q2 Agenda
Performance Measurement website
Destination 2010
EQ Corporate Plan
SPRRF (School Planning, Reporting and Reviewing Framework)
Visioning Processes
AIP (Annual Operation Plan)
QSR (QuadrennielSchool Review)
Review by exception
Linking budgets to planning
FOUR / Budget Preparation / Budgeting theory and principles
Prepare income budget
Prepare expenditure budget
Provisions
Trading Cost Centres
Chart of Accounts
GL Account Codes
Consider longer term budgeting e.g. three years
FIVE / Action Plans / Action Plans theory and principles
Prepare Action plans for school management areas
Look at a variety of resources available in this area
Ensure review process is written into the document
SIX / Asset Planning / Asset Planning theory and principles
OS Asset Replacement Module
EQ requirements
Reportable Equipment Stock take
Annual stock takes
Stock books
Attractive and portable items
SEVEN / Financial Monitoring / One School Accounting Manual
Overseeing Accounts Payable
Overseeing Accounts Receivable
Overseeing BAS
Understanding the Balance Sheet and how it fits into everything
Producing and understanding reports
Feeding back to staff via meetings and other strategies
Bank Reconciliation process and associated reports
Corporate Card sign off
Petty cash sign off
Meet with admin team regularly
Facilitating formal reviews periodically throughout the year
EIGHT / GST / Work through GST training PowerPoint available on the website
NINE / Leadership and Accountability / Developing Performance Framework
Leadership Matters/Public Servants Framework
BSMs Position Description
Discuss Leadership and the BSM’s role
What is Leadership?
How can you improve your Leadership ability?
Leadership versus management

As well, participants may like to consider the following strategies and training:

COMPONENT / AREAS COVERED
Networks and Contacts / Meet some local BSMs (all levels)
Discussion lists
QSRA (QueenslandStateBSMs Association)
Work shadow BSMs
SMS Finance / Operational Training – provided on-site or .by webinars, help website etc
State Purchasing Policy / SPP Training session conducted by SFO
Revisit the website
Further Study/Training Sessions / Government Certificates
TAFE courses
Learning Place Courses
ICT Courses
Regional Leadership Programs