Publications & Resources
- Tools & Infographics
- Jul 13, 2023
The Grid: A Framework to Explore Budgeting Choices
This tool helps school, district, and state leaders strategically weigh investments by calculating per-student costs and spelling out desired results, risks involved, and how effectiveness will be measured.
- Tools & Infographics
- Jun 03, 2023
NERD$ Lessons Learned
Why NERD$? For decades, large financial datasets captured only district-level spending data. But districtwide averages, whether for performance, spending, teacher salaries, or other data points, mask variation at the school level within districts. As with many other industries and policy areas, the use of aggregated and/or average data in education finance obscures the factors that may […]
- Tools & Infographics
- Dec 01, 2022
District Budget Decisions & Labor Implications Tracker
This working document aggregated district choices in response to the economic downturn and budget implications related to cuts or labor impacts.
- Tools & Infographics
- Jan 15, 2022
Ed Finance-Related Datasets: Key Features and Limitations
A list of datasets commonly used in education research and practice focused primarily on finance-related data.
- Tools & Infographics
- Jul 21, 2021
Communication Template for Principals on Use of Federal Relief Funds
Based on messaging research on how district staff, principals, teachers, and parents engage with and react to information about school finance, this template will help principals engage their community in a way that cultivates trust and helps make the most of the federal relief dollars.
- Articles & Publications
- Mar 24, 2021
Desired Features of a State Funding System
This decision tree describes the desired features of a state education funding formula and walks policymakers through key decisions and considerations around balancing efficiency, equity and trade-offs in particular contexts.
- Tools & Infographics
- Sep 12, 2017
School Level Finance Survey Converter Tool
This downloadable tool helps states combine data from two existing federal surveys to calculate school-level per-pupil expenditures for all schools and districts in their survey files and meet the new financial transparency requirement under the Every Student Succeeds Act.
- Tools & Infographics
- Jan 09, 2015
Student Based Allocation 101
This one-page infographic explains what student-based allocation is, how it differs from traditional funding formulas and what its primary benefits are.
- Tools & Infographics
- Dec 10, 2013
VisionSBA: K-12 Financial Modeling Tool
VisionSBA provides education leaders with a unique outlook on spending by school level within a district, delivering insight into relative spending across schools adjusted for each school’s actual mix of students. This interactive tool developed by Marguerite Roza and Jim Simpkins answers the question: “How much does each school spend relative to all other schools in this district taking into...
- Tools & Infographics
- Jul 16, 2000
Reading District Budget Packets
This activity guides participants through reading and understanding district budgets.
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