The Wisconsin school district fiscal year spans from July 1 to June 30. Most school district budgeting and accounting activites are cyclical nature - that is, they occur each year in the same order and within the same general time frame. However, because pre- and post-fiscal year activities will require your attention for more than 12 months, you could feasibly be working on 3 fiscal years at once! For instance, in December, you might be answering DPI-follow-up questions on the previous-year's Annual Report, submitting the new year's Budget Report, and possibly gathering enrollment projections for a "first look" at next year's Revenue Limit. Plus, when you are new to a finance job, it seems like every activity requires LOTS of background research to even start to get an idea of what you need to be doing.....let alone, actually doing it!
The calendar link above will link to a webpage containing resources for organizing your work. The Excel document lists tasks in a 12-month, bird's eye view of what happens when. Then, the individual-month Word documents expand on the multi-tasker, dividing the activities into segments containing resource information we expect you'd need during that month. Each month retains the 3-column format from the 12-month multi-tasker above. We have also provided general, overall descriptions and resource links to explain what needs to be accomplished with a certain activity. Each district has its own way of doing business, and this structure may not be exactly similar to your district's specific needs, but it provides a general idea of what happens when.
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