Introduction – briefly describe the results of the Resource Analysis and the Operational Systems
Audit and how that analysis complements your identified area(s) of financial need. Explain the
importance of developing and implementing SMART goals to actuate a plan of action.
Financial Goal Setting
Goals: Based on the results of your Resource Analysis Assignment and Operational
Systems Audit Assignment, develop three financial goals that relate to curriculum, use of
technology, and equity in student supports. Ensure your goals are expressed as SMART
goals: Specific, Measurable, Achievable, Research-based, and Time-sensitive. Your
SMART goal statements must be presented in bold font.
Rationale: Provide a rationale for each SMART goal statement. Each rationale must be
at least 250 words. Your rationale must accomplish two things:
1. Justify the need for the goal based on your data from the Program Financial
Review: Resource Analysis Assignment and Program Financial Review:
Operational Systems Audit Assignment.
2. Explain how the goal is consistent with the overall school or district’s efforts to
provide high-quality curriculum, technology, and equitable student supports. You
may refer to the school or district’s vision, mission, goals, improvement plan, etc.
Strategies: For each goal, you must develop at least two strategies and outline the first three
steps needed to implement this change.
Proposed Strategies: Outline the strategies needed to implement each goal. The
strategies are to address practices, resources, and services.
Coherence and Equity: Explain in a well-written paragraph how the strategies for
implementation align practices, resources, and services in a coordinated, consistent
manner to support equitable programs.
Conclusion – Provide a concluding paragraph that summarizes your paper.
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