2026-27 Annual Plan Process and Materials - Planning and Oversight Committee Meeting - Objectives for Today

Sep 22, 2026

Planning and Oversight Committee meeting materials for the 2026-27 annual plan cycle, dated 2/24/26. Includes a review of the P&O calendar and annual plan development cycle, the proposed 2026-27 schedule, and district budget information, plus an annual plan template review and discussion of strengths and improvement areas. Summarizes the P&O annual calendar, prior-year annual report elements, interim reporting milestones, BSEP/BERRA planning updates, and the guiding decision framework for budget analysis and resource allocation using stated core values.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages19

Reading Time7 min

AccessFree to download

Objectives for Today

P&O Annual Calendar 2/24/26

2026-27 BSEP and BERRA Plans

Guiding Decision Making

Decision-Making, Prioritization, and Budget Analysis Framework

Core Values of Resource Allocation

2026-27 Annual Plan Process and Materials Planning and Oversight Committee Meeting 2-24-26 Excellence ● Equity ● Engagement ● Enrichment Objectives for Today ● Review P&O Calendar & Annual Plan Development Cycle ● Review P&O Schedule for the 2026-27 proposed plans ● Review District Budget Information ● Review Annual Plan Template ● Identify and discuss strengths and suggested areas for improvement 2 P&O Annual Calendar 2/24/26 Prior Year Current Year Next Year Oct Nov Dec Jan Feb Mar Apr May Jun 14, 28 Current Year Election & Orientati on 4 9 13 27 10, 24 10, 24 7, 21 12, 26 Current Year Class Size Report Current Year First Interim Report Current Year Second Interim Report Prior year Annual Report Info (included in Program Overview) : Revenue & Expenses, Program Activities, Most Recent Data Review Prior Year Audits February Prior Year ANNUAL REPORT (One Doc) Review and Recommend Current year PROGRAM OVERVIEWS Snapshot of Current Year Activities and Updates Next Year’s REVENUE PROJECTIONS January ● Based on Bay Area CPI ● Allocations by Resource ● Allocations to Sites Next Year’s ANNUAL PLANS • Feb-May: P&O Two Readings (Activites, Budget and Data) • May Recommend to Board for Approval (P&O Statement to the Board) • May 26 Board Approval 3 2026-27 BSEP and BERRA Plans Update 2/24/26 ● As we continue to explore budget balancing options in the general Fund and other District resources, the impact on BSEP & BERRA programs is not yet known. ● During the district's budget development process, it may become necessary to make changes to BSEP and BERRA plans to ensure the district is utilizing resources per the availability and restrictions for each resource and to meet the programmatic and fiscal goals of the district. ● Any changes in staffing, program activities and/or budget line items in BSEP & BERRA programs will be brought to the P&O committee for review in a timely manner and as scheduling permits. ● For now, all 2026-27 BSEP & BERRA Plans will be presented without any predicted results from potential position shifts, layoffs and/or reductions. ● As a reminder, significant changes will be tracked and reported to the P&O as was done in last year for the 2025-26 plans. Guiding Decision Making Decision-Making, Prioritization, and Budget Analysis Framework Core Values of Resource Allocation Equity Transparency Excellence Engagement Sustainability We allocate resources to create the conditions to realize our district mission, address inequities and remove barriers that hinder that mission from being realized We believe it essential that the community understands the criteria and conditions that inform resources allocation We engage in continuous improvementreﬂecting on resource allocation decisions, progress monitoring and using data to inform and evaluate implementation and impact We believe that context matters and that those closest to the work with the deepest understanding must have input in the decisions to leverage resources and meet student needs. We allocate resources responsibly, planning not just to how to start programming but also considering staﬀ, time, and resources required to sustain those initiatives. Stability Our resource allocation structures include contingencies to mitigate unexpected changes in enrollment or other shifts that adversely impact site funding.

FAQs

What does the agenda for today’s P&O meeting cover?

It covers review of the P&O calendar and annual plan development cycle, the proposed 2026-27 schedule, district budget information, the annual plan template, and strengths plus suggested improvement areas.

How are next year’s revenue projections described?

They are based on Bay Area CPI, include allocations by resource, and allocations to sites.

What guidance is provided about BSEP and BERRA plans for 2026-27?

Because budget balancing options are still being explored, the impact on BSEP & BERRA is not yet known; plan changes may be needed to meet resource restrictions and programmatic and fiscal goals, with updates brought to the P&O for review in time.

Sep 22, 2026

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