Whitman Elementary - Tulsa Public Schools

Core Goal: Financial Sustainability
Avg. # manual payroll checks issued monthly
Avg. days to submit grant claims from end of period
Key Issues
1. The new financial system provides challenges and opportunities for tracking and evaluating
performance data. We are still in the first months of implementation, so communication and
training continue to be important. However, the system provides a number of opportunities for
improved service delivery through employee self serve and vendor self serve functionality.
2. There is a need for a district-wide customer service survey that would incorporate levels of
service from Finance and all other District support areas.
3. Continuing to balance high quality customer service with the need for efficiency with both
internal and external customers.
4. As school finance becomes more compliance-driven, there is an increasing need for training and
development of departmental employees.
5. Ongoing training for users of the new financial system will be essential to long-term success.
Strategic Objective C
Maximize revenue from state, local, other governmental sources and private/foundation
support.
Progress and Accomplishments
‣ Improve tracking and timeliness of federal and state reimbursement claims. A system of tracking
spreadsheets feed into the master file, providing “at a glance” information on claims paid and those
filed but not paid.
‣ The functionality of the new financial system will streamline the preparation of monthly
reimbursement requests.
Measures of Success – results data not available
% General Fund budget funded by grant dollars
% repeat private funders/partners annually
$ new grants/private funds awarded annually as a % of total grant
Funds
Preliminary Results
Key Issues
1. Develop processes within the Federal Programs department to evaluate grant opportunities
4