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Piecing Together the Charter Petition Budget Puzzle

Wednesday, March 17, 9:00 am–9:50 am

Nervous about how to approach the petition budgeting process? The petition budget can be quite the black box for developers, as authorizers can easily target it as a reason for denial. Without a sound budget, otherwise great petitions can be denied. Learn about budgeting and assumptions, developing accurate cash flow projections, and common pitfalls, as well as experiences from startup charters. After this session, budgeting will no longer be a mystery. We are on the case!

Topic: Operate - Starting new schools
Additional Audience(s): Board Members, Business Managers, New Charter School Developers, Developer Summit
Level: Beginner

Presented by


Dorothy Lee Dorothy Lee, EdTec Inc.

Dorothy Lee joined EdTec in 2008 and manages the Southern California region. She has worked with a range of schools, from charter developers as they get authorized to established networks like Environmental Charter Schools and Synergy Academies. Dorothy has presented at conferences on a wide variety of topics including replication, renewals, facilities, start-up, budgeting, governance and benchmarking.