Management Matters

Management Matters is a series of informational videos developed by the National Center for Program Management and Fiscal Operations (PMFO). Each 15- to 20-minute presentation focuses on an aspect of program management or fiscal operations valuable to a busy Head Start leader. We’ve provided the full presentation and resource materials below, along with a PowerPoint file with notes for leaders who wish to present the material to others. Take a short break from your daily routine to listen, watch, and learn about an important management matter.

Fiscal Management

Fiscal management is one of the 10 Head Start management systems. It is key to operating an effective and high quality Head Start or Early Head Start program. This Management Matters presentation uses interactive activities and supporting materials focus on practical steps for building and strengthening the partnership between program and fiscal leaders. In our work with Head Start programs, we've observed that the strongest programs embrace these three key practices:

  • Program and fiscal staff work closely together to plan and make decisions.
  • They understand the purpose, or "why," behind each other's regulations and don't just focus on the "what" and "how" of compliance.
  • They use precise language when working together and with others to assure a complete understanding of issues.

Before viewing the presentation, you may want to print the Fiscal Organizational Scan [PDF, 140KB] to review during that portion of the interactive module. You can also download and print the I Speak Program, I Speak Fiscal Game [PDF, 236KB] to use with colleagues.

Presenter

Jeanie Mills

Jeanie Mills
Senior Training and Technical Assistance Associate
National Center on Program Management and Fiscal Operations

Working as a Team for Better Fiscal and Program outcomes

Working as a Team for Better Fiscal and Program Outcomes

Supporting Materials for Working as a Team for Better Fiscal and Program Outcomes:

Leadership

Head Start leaders face changes and challenges in delivering high-quality early education and services to young children and their families. The changes and challenges do not have simple solutions and cannot be addressed by one individual or even a small group of executives. They require the talents, creativity, and leadership of everyone.

This Management Matters presentation and the reflection questions that accompany it are designed to help directors, governing body and Policy Council members, managers, and staff members:

  • Consider ways that the function of leadership is different from other work you do
  • Identify opportunities to lead, regardless of the position you hold in your organization

Each of you has an important role to play. Each of you can have a significant impact on the future.
Before viewing, you may want to print a copy of the presentation slides [PDF, 1.7MB] so you can follow along. Find these and other supporting materials below.

Presenter

Ellen Kagen

Ellen B. Kagen, M.S.W.
Director
Georgetown University Leadership Academy

Supporting Materials for What Is Leadership?:

  • Print the presentation slides [PDF, 1.7MB] and use them to make notes while you view the video.
  • Managing Is... Leading Is... [PDF, 92KB] provides an overview of some of the differences between management and leadership.
  • The Vision in Leadership [PDF, 109KB] activity asks viewers to identify where they have spent the majority of their time between management and leadership roles over the past two weeks. You may wish to print this to use as you view the video.
  • After watching the video, use the leadership reflection questions [PDF, 119KB] to help you identify chances to lead and to apply key leadership concepts and principles to your life and work.

Cost Allocation

Cost allocation is the process of assigning the shared cost of an item or service to two or more programs—and it’s a key element of the Fiscal Management System. Organizations use cost allocation to ensure that costs are shared equitably across different funding sources and programs.

This Management Matters video presentation is designed to:

  • Discuss reasons for cost allocation
  • Deepen your knowledge of cost allocation
  • Define key cost terms
  • Describe a step-by-step process for developing a cost allocation plan

Before viewing the presentation, you may want to print a copy of the presentation slides [PDF, 1MB] so you can follow along. Find this link and other supporting materials below.

Presenters

Chris Barnes

Chris Barnes
Senior Training and Technical Assistance Associate
National Center on Program Management and Fiscal Operations

Irina Katz

Irina Katz
Program Associate
National Center on Program Management and Fiscal Operations

Supporting Materials for Cost Allocation:

The Head Start Program Planning Cycle

Program planning is one of the 10 Head Start management systems. It is key to operating an effective and high quality Head Start or Early Head Start program. This Management Matters video presentation and supporting materials focus on the Head Start Program Planning Cycle. It also introduces a graphic that may help Head Start and Early Head Start program leaders:

  • Link required management systems into a predictable annual planning process
  • View their program, school readiness, and training and technical assistance (T/TA) planning efforts as parts of the overall cycle
  • Differentiate between ongoing monitoring and self-assessment
  • See how ongoing monitoring and self-assessment are linked
  • Develop, monitor, and evaluate progress toward their program, school readiness, and T/TA goals

Before viewing the presentation, you may want to print a copy of The Program Planning Cycle[PDF, 378KB] and the presentation slides[PDF, 2.4MB] so you can follow along. Find these and other supporting materials below.

Updated October 2014: PMFO has made some revisions to The Program Planning Cycle based on the five year project period. These changes are reflected in The Program Planning Cycle[PDF, 378KB] handout and will shortly be made in the interactive course and text version.

Presenters

Pat Fahey

Pat Fahey
Principal Investigator
National Center on Program Management and Fiscal Operations

Sherrie Rudick

Sherrie Rudick
Senior Training and Technical Assistance Associate
National Center on Program Management and Fiscal Operations

Supporting Materials for the Head Start Program Planning Cycle:

  • The Head Start Program Planning Cycle[PDF, 378KB] is a visual representation of a conceptual model of the planning process in Head Start and Early Head Start. The diagrams use arrows to illustrate the process and lead you from one step to the next. It also includes a list of the steps and a brief description of each. You may wish to print this and make notes while you view the video.
  • Frequently Asked Questions (FAQs)[PDF, 108KB] provides detailed responses to each of the FAQs covered in the presentation. Learn how the cycle can affect service and school readiness goals.
  • Print the presentation slides[PDF, 2.4MB] and use them to make notes while you view the video.
  • PowerPoint Presentation for Training[PDF, 5.6MB] contains all of the slides and presenter notes. Trainers can use the resource to introduce the planning cycle to Head Start and Early Head Start staff.
  • Sample Action Plan[PDF, 152KB] outlines the goals, action steps, and data plans for improving attendance in a fictional Head Start/Early Head Start program.
  • Data in Head Start and Early Head Start is the interactive online learning module referenced in the presentation.

Last Reviewed: March 2015

Last Updated: April 20, 2015