August 18, 2023
You’ve worked hard to choose the right charter school back office services partner, now it’s time to make the relationship flourish! A good relationship is built on a foundation of mutual understanding of expectations, roles, and responsibilities. Read on for a few best practices and tips for a smooth working relationship.
Understanding what your charter school back office partner will provide for your school is critical. Once a school leader and board understand what is covered, they can fill any remaining gaps with additional staff or staff allocations to particular tasks. This understanding aids in the efficient completion of back office tasks and avoids costly mistakes that can be time consuming to fix.
Communication is Key
Address any communication and information transfer issues with internal staff and the back office partner quickly so efficient business routines are established from the outset of the relationship.
Quality Checks Start on Day One
Address response time and service level issues early so they do not become a problem. Gently, but firmly, keep the provider accountable for what is included in the contract to ensure that your needs and expectations are being met. Just as you do not settle for substandard work in the classroom, do not settle for it from your back office partner. And remember: excellence in the classroom can either be furthered or inhibited by the quality of your back office operations.
Assign a point person who is responsible for communicating with your back office partner for each function (e.g., accounts payable, payroll, etc.) Additionally, assign a person or team of people (e.g., school leader and board member) to oversee the work and make sure it all ties together. For example, a board member who is comfortable with financial statements should review the financial reports of the service provider and communicate questions and/or concerns.
Take the Time to Understand Your Financial Situation
Schedule time each month to review the financials in detail to understand your school’s current financial position, review budget variances, and discuss what assumptions are informing the forecast updates Even with a back office partner, charter school leaders will always need to be involved in critical decisions to ensure the financial stability of their school, and the board has fiduciary responsibility for the school.
Don’t hesitate to call upon the charter school back office support company for support. That’s what they’re there for; they’re your partner!
As a school leader, you put tremendous time, energy, and effort into ensuring that your students have the best teachers and the necessary resources to reach their potential. To ensure that your charter school, both as a business and learning center, reaches its highest potential, you need access to the finest support and resources.
If you’re interested in learning more about EdTec’s back office services and how we can support your school’s success, fill out the form below!