Board and Planning Services in Minnesota
School Management Services helps districts throughout Minnesota to optimize the way they work. From their accounting and financing needs to human resources and everything in between, our talented team is here to help you every step of the way.
Over our many years in business, we have built up a reputation as a reliable provider of board and planning services that can ensure you are not only running well now but are prepared for the future as well. Learn more about these services below.
Breakdown of our board and planning solutions
5-Year Plan – SMS will meet with the appropriate Board-appointed group or committee at time intervals according to the desires of the board. The 5-Year plan discussions will consist of establishing board-approved assumptions and discussing key variables such as enrollment projections and staff planning. Also, we may discuss future space needs, technology, deferred maintenance, and textbook needs, etc. SMS will also communicate the 5-Year plan to the entire board and the public at board meetings in time intervals to be determined by the Board.
Budget Cycle – SMS will prepare a district budget and communicate it to the board according to the following timeline:
- Adopted Budget - May or June
- Revised Budget - November or December
- Final Budget - February or March
Truth-in-Taxation Hearing – SMS will prepare and communicate pertinent information regarding the currently proposed levy via the truth-in-taxation hearing.
Levy Certification
– SMS will communicate all factors influencing the proposed maximum levy and provide them with options for adjustment to align with the long-range financial plan of the District.
Committee Representation – SMS will attend committee meetings as the Board and Management determines appropriate.
Benefit Plan Information – SMS, working with management, will assist in preparing communications to the Board regarding the results of the benefit plans, benefit plans strategies, and year-to-date results. Renewal previewing will help keep the Board up to date on how the health insurance plan is matching up to the budgeted allowance for benefits, enabling proactive planning activities.
