Individual Professional Development Plan

(Treasurers/Business Managers)

 

 

 

Name                                                                                                  Date                                                   

 

 

Recently enacted higher performance expectations placed on public schools have brought with them a near mandate that ALL professional development for educators be aligned with goals and activities that increase student achievement.  Competencies 1-5 and related activities are derived from the field experience requirements of the Approved Program Equivalency for the School Treasurer License.

 

To complete your Individual Professional Development Plan (IPDP), select at least R three of the five competencies listed below as your Professional Development Goals.  Under each goal, select R at least two Professional Development Activities that appropriately describe professional development activities you plan to participate in over the next five years.  Please Note:  You must earn 6 semester hours or 18 CEUs (or a combination thereof), distributed across the three competencies you have selected, to renew your license at the end of this five-year cycle.

 

 

 

 

Please Note:  This completed and signed 5-page IPDP (Forms #1 & #2) must be submitted to Jefferson County Educational Service Center at the same time you submit your renewal packet.

 

 

 

ð Competency 1:  FINANCIAL MANAGEMENT

 

Goal:  To administer district fiscal affairs to enable the district to provide the best possible educational services with the financial resources available.

 

Activities:  I will participate in college or university coursework, CEU experiences, and/or Equivalent Other Activities (EOA) options that provide opportunities to increase my knowledge and skills so I may become more proficient in the following areas of concentration:

 

ð 1.  bonds and notes

ð 2.  budgets and appropriations

ð 3.  investments

ð 4.  risk management

ð 5.  school finance.

38

1 of 4

Name                                                             

 

ð Competency 2:  FUND ACCOUNTING

 

Goal:  To direct and manage all financial accounting programs and systems.

 

Activities:  I will participate in college or university coursework, CEU experiences, and/or Equivalent Other Activities (EOA) options that provide opportunities to increase my knowledge and skills so I may become more proficient in the following areas of concentration:

 

ð  1.  accounting

ð  2.  cash management

ð  3.  extracurricular finance

ð  4.  government accounting

ð  5.  internal control

ð  6.  records management

ð  7.  office management procedures.

 

 

ð  Competency 3:  FINANCIAL REPORTING

 

Goal:  To prepare, maintain, retrieve, analyze, and disseminate federal, state, and local reports relating to fiscal operations of the district.

 

Activities:  I will participate in college or university coursework, CEU experiences, and/or Equivalent Other Activities (EOA) options that provide opportunities to increase my knowledge and skills so I may become more proficient in the following areas of concentration:

 

ð  1.  computer applications

ð  2.  electronic data processing

ð  3.  forecasting and fiscal analysis

ð  4.  GAAP

ð  5.  general purpose financial statements and cash reporting

ð  6.  statistics.

 

 

 

 

39

2 of 4

Name                                                             

 

ð  Competency 4:  PURCHASING AND BUSINESS FUNCTIONS

 

Goal:  To direct, manage, and monitor all purchasing programs and supervise support services.

 

Activities:  I will participate in college or university coursework, CEU experiences, and/or EOA options that provide opportunities to increase my knowledge and skills so I may become more proficient in the following areas of concentration:

 

 

ð  1.  bidding and purchasing procedures.

ð  2.  collective bargaining and labor relations.

ð  3.  food services.

ð  4.  fringe benefits (type, enrollment, claims).

ð  5.  payroll (processing, distribution, reports).

ð  6.  personnel contracts and salary schedules.

ð  7.  purchasing, supply management, and inventory.

ð  8.  transportation.

 

ð  Competency 5:  LEGAL/LEGISLATIVE ISSUES

 

Goal:  To administer fiscal affairs of the district in accordance with statutory responsibilities, legislative mandates, and board policy.

 

Activities:  I will participate in college or university coursework, CEU experiences, and/or EOA options that provide opportunities to increase my knowledge and skills so I may become more proficient in the following areas of concentration:

 

ð  1.  bonding (short- and long-term)

ð  2.  fiscal certificates

ð  3.  FMLA, ADA, FLSA, Workers’ Compensation

ð  4.  legal notices

ð  5.  real estate

ð  6.  school law and Ohio compliance functions

ð  7.  tax analysis

 

40

3 of 4

 Name                                                             

 

Assurances:

            Your signature below assures the LPDC committee you have developed a quality Professional Development Plan that is

 

  1. related to increasing your knowledge and skills related to fiscal matters,

 

  1. related to responsibilities in your job description,

 

  1. customized to suit your individual professional needs,

 

  1. aligned with your district goals,

 

  1. fulfilled through the completion of 6 semester hours or 18 CEUs (or a combination thereof) of PD work distributed across the competencies selected for your IPDP.

 

 

 

 

I certify that the informational items and responses provided in this IPDP are true and accurate to the best of my knowledge.

 

 

___________________________________________________      _______________________

                                    Signature                                                                                                              Date

 

  

To be completed by LPDC only  
     Approved as submitted 

              Not approved: resubmit with revision(s) noted below by: ______________ Date

_____________________________________ _____________________________________
      LPDC Subcommittee Member                                 Date                       LPDC Subcommittee Member                                  Date                
_____________________________________ _____________________________________
      LPDC Subcommittee Member                                 Date                       LPDC Subcommittee Member                                  Date                
_____________________________________ _____________________________________
      LPDC Subcommittee Member                                 Date                       LPDC Subcommittee Member                                  Date                

 

 

 

 


Necessary revisions or comments:

 

                                                                                                                                                                             

 

 

                                                                                                                                                                             

 (pat) my documents/LPDC 2006/Form #2 for treasurer

41

4 of 4