Start of the School Year: Planning for School Business Officials

 

A new school year is almost upon us. Now is the time for school business officials and their teams to ensure their start-of-school planning is well underway.

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Charles J. Russo, JD, EdD

 Published July 2025

With the start of another school year rapidly approaching, education leaders, including school business officials, face hectic schedules and yet-unknown challenges. As such, if they have not already done so, it is time for SBOs and their teams to review and start implementing their beginning-of-the-school-year “to-do” lists.

Not being up to date on the beginning-of-the-year to-do list can negatively affect all aspects of district operations. SBOs and their teams should convene their planning committees well in advance of the start of classes to identify which areas require the most attention as they prepare for the school year.

Teams should include the SBO, a board member, the board attorney, the directors of maintenance, facilities, and transportation, building and central office administrators, teachers, representatives of local first responders such as police and firefighters, union representatives if labor organizations are present, and parents. 

In getting ready for the new school year, teams may wish to consider the following, sometimes overlapping items grouped loosely by topic:

Budgeting and Finance 

  • Review business management functions. This is closely related to the end-of-year duties that have become a year-round activity. SBOs and their teams should review insurance coverage for school facilities, vehicles, employees, and student activities; check income/property tax revenues; disseminate audit reports to lenders and bond rating organizations; review the contracts of new employees; ensure that appropriate personnel are bonded; and establish annual fiscal goals in addition to distributing them to stakeholders. 

  • Reassess their procedures for submitting budgetary requests. Consistent with end-of-year tasks on related processes, doing so can help ensure orderly fiscal leadership by evaluating the deadlines for all purchase orders to be delivered to central office; develop procedures for the distribution of funds to specified accounts; inform staff of the time frames for submitting requests for funds; and provide necessary forms for making requests 

  • Review purchase orders to verify the presence or scheduled delivery of materials necessary for the start of the school year. As with similar planning at the end of school years, this will not only complete the process but should ensure that all necessary steps have been taken to ensure smooth operations.

Not being up to date on the beginning-of-the-year to-do list can negatively affect all aspects of district operations.

Safety and School Operations 

  • Conduct thorough safety checks of all facilities, including classrooms, gymnasiums, playgrounds, athletic fields, and related equipment, to ensure they are in proper condition. Inspections should pay special attention to safety devices such as fire and smoke alarms as well as emergency exits. SBOs and their teams should also assess the adequacy of the summer maintenance work and be prepared to redirect personnel to specific high-priority projects that need to be completed before students return for classes.  

  • Ensure that all district vehicles, including school buses, vans, and cars, meet state safety regulations, are in good working order, and have been serviced or repaired as necessary.  

  • Confirm that emergency plans are up to date. Verify that building and district-level policies are consistent with each other and that staff members have received sufficient professional development preparation needed to implement them safely, if necessary. As part of this process, schedule regular practices similar to fire and safety drills.  

  • Coordinate the operations of key departments, such as transportation and pupil personnel. In so doing, SBOs and their teams become familiar with bus routes, student pick-up schedules, conduct rules for bus riders, the costs of lunches, and the provision of services, equipment, and materials for children with special needs to ensure their safety. 

  • Make facilities welcoming. Encourage teachers and librarians to decorate their workspaces for the beginning of the school year. Follow up by sending staff members notes of appreciation to help enhance the school climate. 

 

Scheduling 

  • Update the board’s master calendar. Ensure that all board-sponsored events and activities are cleared through the person responsible for the master calendar during the academic year to avoid system-wide scheduling conflicts.  

  • Be mindful of religious calendars to avoid scheduling school events during religious holidays and/or celebrations. Furthermore, since this is typically a central office function that may be delegated to building-level leaders, SBOs and their teams should identify the appropriate individuals responsible for coordinating these efforts. 

  • Develop a schedule for observing and evaluating staff, especially new employees. On a related note, consider creating mentor programs and support systems to aid and guide new employees. 

 

Faculty and Staff 

  • Keep faculty and staff informed about the status of personnel changes, summer building projects, and curricular developments. Send them welcome letters that include information about changes in their schools, as well as scheduled professional development days and orientation sessions for staff to be briefed on all such changes. 

  • Conduct meetings to familiarize staff with modifications and updates to the board’s policy manual and administrative procedures handbook.  

  • Verify the readiness of instructional materials and equipment necessary for the start of the school year. 

 

Parents 

  • Send information about orientation sessions focused on student activities and the first weeks of classes. 

  • Review all written materials distributed by the district. Ensure the accuracy and professional appearance of written materials concerning students, as well as those distributed to children, sent home to their parents, and placed on board websites before the first day of school. Review health and permanent record cards, forms for participating in extracurricular activities, handbooks, registration forms, calendars, and permission slips indicating who is authorized to pick up children if they need to leave school early.

  

   

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