| NO SHORTCUTS! Do not email your superintendent. Do not phone your superintendent. This must be done in person. When you sit down, have some pleasant chit chat. Ask them how they're doing, are they enjoying their job and if they're new to the area, how is their family settling in. Treat them as nicely as you'd like to be treated if you were in their shoes. Ask a few general questions -- you have some, right? After a while, ask them how they feel about transparency in general. Are they in favor of transparency? Do they think it's a good idea? Share with them that a wave of transparency is sweeping the nation; four years ago only a handful of school districts in a handful of states were posting their check registers online and now there are over 900 in 37 states. Ask your superintendent, phrased exactly in these words, "What possible roadblocks can you see to putting our district's check registers online?" The good news is that what's a (scary) new idea to your superintendent several hundred fellow superintendents across America have already solved. 2. If the superintendent is not available, start calling your school board members -- ONE BY ONE -- ask if you can treat them to a friendly cup of coffee. Meet with them one by one -- only. Do not try to save time and meet with more than one at a time. While it may seem more efficient to meet with two or more at once, for our purposes this will be counter-productive; they will be more open with you individually than in a group. NO SHORTCUTS: Do not email or phone your trustee(s) to ask anything other than to invite them for coffee. Talking about the check register must be done in person. There should only be two people at the table each time, you and a trustee. If this process takes 2-3 months, that's okay. Just as with the superintendent, when you sit down, have some pleasant chit chat. Ask them how they're doing, are they enjoying being a trustee, how are their trainings going, are they getting much out of them. Treat them as nicely as you'd like to be treated if you were in their shoes. Ask a few general questions -- you have some, right? After a while, ask them how they feel about transparency in general. Are they in favor of transparency? Do they think it's a good idea? Share with them that a wave of transparency is sweeping the nation; four years ago only a handful of school districts in a handful of states were posting their check registers online and now there are over 900 in 37 states. Ask your trustee, "What possible roadblocks can you see to putting our district's check registers online?" SUGGESTION: If you're not good at PR, do some role playing with your spouse or a friend and get them to be the most antagonistic superintendent or trustee imaginable. Your superintendent and board members all will have had trainings (see writing in whiteboard below from superintendent academy at Lamar University in Beaumont, Texas) on how to deal with you. Isn't it worth a few minutes of your time to do some of your own prep work? |



| P E Y T O N W O L C O T T |
| How we take back our children's education: one person, one question, one school at a time. |
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| Copyright 1999-2010 Peyton Wolcott |
| HOW TO ASK: 2 SUCCESSFUL APPROACHES |
| BEFORE YOUR SCHOOL BOARD MEETING |
| WHAT I DO NOT RECOMMEN D |
| Your superintendent will either say "yes" or "no." If they agree to do this, thank them and ask the superintendent if they have any questions or concerns or reservations. If they do not agree to do this, thank them for their time and let them know you're looking forward to discussing this briefly during the next public comment period. Be pleasant. Do not carpe diem and tell them what you think of the way they're running your school district. Do not be alarmed or express disapproval if you have to explain what a check register is to your superintendent and/or other district officials and/or school board members. (This actually occurs often.) If you don't already know whether the school board is receiving a roster of all checks in its monthly board packet, ask. Do not express alarm if the superintendent does not know. (This too has happened.) Whether or not your superintendent says yes to putting you on the agenda, call ahead to all of your school board members and ask what questions or concerns or reservations they might have about their district's posting its check register online; share with them that you're going to be bringing this up at their next board meeting. Do not attempt to argue or present your case at this time; simply make note of their name and their comments. If you're at all friendly with your local press, you can let them know ahead of time that you'll be presenting this idea. If they're unfamiliar with the idea, the easiest and quickest way to bring them up to speed is to refer them to my website. |
| AS YOUR INITIAL CONTACT OR REQUEST-- IN LIEU OF A PERSONAL APPEARANCE: |
| ASKING AT YOUR LOCAL SCHOOL BOARD MEETING |
| Arrive at the meeting 10-15 minutes early. Dress: Neat, clean conservative business attire. Attitude: Be pleasant. If you're angry or appear to be demanding that your board and/or superintendent post the district's check register online, they will pick up on this and it's only human nature to be defensive. Remember: 90% of all communication is non-verbal. The supe and school board members will pick up on your intent and feelings. No matter what negativity has gone on between you and your board and/or supe in the past, erase it from your memory even if temporarily and go in with a clean slate. Start fresh with this meeting. If you can pull off a genuine Southern belle smile, so much the better. Most folks would prefer dealing with someone who's pleasant than someone who's unpleasant. Think of it this way: You're not storming the gates of an unfriendly citadel to force them to bend to your will or do something they don't want to do. You're going as a friend and long-time community supporter to persuade them that it's in their best interests and your district's best interests to post the check register online sooner rather than later. Handouts: Bring 50 copies of this flyer. You can either print out the whole page from the Internet or copy and paste the report portion (the comments from the school districts in the grey box) onto a word processing document with your letterhead or your organization's letterhead, include contact information, at the top; at the very least this should include your name, your cell phone number and a mailing address. You have my permission to use the testimonies on the flyer on a one-time basis only for the purpose of addressing your own local school board provided that you clearly state in at least 12- point font that I am the author and source and that you found this information on my website. (Sorry for having to say this. Some folks unfortunately have gotten a bit careless -- that's the most generous reason I can come up with -- and tried to pass off my work product as their own. Imagine my surprise to be at the Texas Lege in Spring 2007 and be handed a flyer with a Texas public policy group's letterhead -- bearing my research. God bless them.) Distribute a flyer to each of your board members first, well before the meeting begins, one each to your superintendent and his secretary, one each to the press, and the remainder to the folks in the audience. Leave the extra at the sign-in table if there is one. By now the meeting should be about to start. Your presentation to the board Introduce yourself even if you are known to everyone in the room and state your purpose immediately. "I'm John Doe and I'm here to ask you to post our district's check register online." If you have volunteered and/or been an office- holder in a school-related organization, mention this in a modest, matter-of-fact way. |
| PAYING A PERSONAL VISIT TO YOUR SUPE |
| Although I recommend asking at your local school board meeting, there is another approach, the personal visit. A friend of mine and her husband are career educators and long-time residents in their district. They make a practice of paying a brief (half-hour) personal visit to each new superintendent. This is a different standing than most of us have with our districts and our superintendents. During her visit, my friend brought up the idea of the online check register, mentioning it's the coming thing, and that our state education agency is already posting its check register online. She received positive feedback from her supe, and will be following up. My only concern with this approach is that it might be all too easy for the supe to delay posting until some time in the distant future. That said, I did myself ask another superintendent (not my local district) during a personal meeting last fall and was turned down; the guy actually had a horrified look on his face. Six months later, with subsequent positive press around the state, plus, again, our state education agency's decision to post its check registers online, the same supe said "Yes." |
When your superintendent/board says "yes" after you ask, please email me and I'll add your district to our growing roster. Congratulations! |
| ASKING AT A SCHOOL BOARD NOT YOUR OWN |
| First off, hats off for taking this altruistic step. Second, what is your motive? Is this a neighboring district or is it in your son's town and you're visiting? Or, could your motive be that your state and federal taxes are helping to fund this district? Why it's important to keep your motive in mind: Likely if you're not recognized someone will ask where you're from and what you're doing there. Easier to respond to a belligerent trustee when you're standing alone at the mic if you've thought this through beforehand. Have a nice one- sentence statement printed out on a sheet of paper you can read from; include this in the "identify yourself" step at left. To be well prepared is to be well armed. Let's take the third possibility, that you're asking at a district not technically your own. You can approach supes and school boards unfamiliar to you in one of two ways: either with a carrot or with a stick. Think about this: You're a human being. Which would you rather have folks approach you with, a carrot or a stick? With the stick approach, you go to a district unannounced, fairly confident they'll turn you down--again. Both your demeanor and your presentation have an air of the "Gotcha" about them. With the carrot approach, you plan ahead and call ahead, in a friendly way. You call the superintendent and ask if his/her district is posting their checks online yet. When he/she says "No," you ask if they've considered taking this good big step towards transparency and open government. When you get a second "No" response, you can say then you're planning to attend the district's next board meeting on such-and-such a date and time, and, by the way, as you'll be alerting the local press that you're planning to attend, can the supe give you a brief statement now, ahead of time, for a report you're preparing as to his feelings (this is an important word in the public school world) regarding the possibility of the district posting its check registers online. |
| 5-POINT SUMMARY |
| 2. Don't cold call on the board at a meeting -- meet with your superintendent and board ahead of time, individually. 3. Bring 50 copies of the flyer on this site (the one with the testimonials from folks who are already posting their check registers online on this site, with your contact info up at top including name, street/mailing address, cell and email). 4. Thorough prep of the right kind saves time in the long run. |
| Based on careful observation of what has worked and what hasn't: o I do not recom- mend sending an email or a letter as your initial contact or request. o I do not recom- mend organizing a petition drive with your neighbors. o I do not recom- mend sending a group of letters or barraging your board and supe with a flood of emails from your group--as regards the check register. o I do not recom- mend asking by sending a letter to the editor of your local paper. o I especially do not recommend standing outside your main admini- stration building in goofy hats, holding posters and foghorns and shouting, "We want our check |
| 1. Commit to memory: "Our public schools are essentially socialist models and their engine and currency is the realm of emotions and people skills. They speak in the language of feelings, not facts." |
| It takes us a very long while to understand that our public schools are essentially socialist models and their engine and currency is the realm of emotions and people skills. When we speak with folks who work at our public schools, it is helpful to remember to speak in the language of feelings, rather than facts. "I feel it would be helpful if . . . " rather than, "I think we ought to . . . . " Further, our superintendents attend conferences and meetings where they learn how to develop their PR skills, and they hire well-paid PR guys and gals who are skilled in the art of public relations. This is the arena into which we step. When we take our logic and thoughts into our schools' well-oiled PR machinery, especially if we are angry, we lose every time. Also, by the time most of us get to the point that we are interested in seeing how our district spends its money, there have been precipitating incidents. As another friend put it, "I just wanted to slug someone at that board meeting." This man is a genuinely decent human being and the comment surprised me-- but it's not the first time I've heard this from a parent. It wasn't always that way. Generally we start out assuming our dealings with our school districts will be a rational exercise. Most of us are volunteers and in addition to our taxes give generously to our children's schools. Then when we spend a lot of time there, we notice things. Years ago I myself felt sure that if I showed my local supe and board where money was being wasted in some areas and not adequately safeguarded in others that they would welcome this information with open arms and changes would be made on the spot. Hah! Imagine my surprise when they reacted as though to a personal attack when I was just trying to help. At this point we often start gathering hard data* on our schools because we assume--also incorrectly, as it turns out--that "someone" higher up is watching out. The "someone in charge" turns out to be us. We learn that our local schools have next to no real oversight; as just one example witness the two dozen state, federal and local governmental bodies and elected officials two moms in Texas contacted in their effort to bring their local superintendent to justice. Besides, to focus on spread sheets and flow charts to take to "someone in charge" is to focus on the wake of the wave and not the boat and the pilot. This is why I have come to the conclusion after years in the grassroot trenches that the best and most effective single step we can take to help our districts reign in costs and improve our vendor-driven curriculums in order to better educate our kids is to persuade our schools to post their check registers online. When we approach our districts, we have found there are some things we can do which are more effective than others. Like I tell my kids, go and make new mistakes--don't replicate mine. To make it easier for you to successfully ask your local district to put its check register online, I've posted two webpages; the first one (here) walks you through the process, and the second is a flyer you can print as is. I've done this successfully, using the steps outlined on this page, and wouldn't recommend that you undertake something I haven't already done myself. If I can do it, you can, too-- and probably much better! |
| * Yes, you need hard facts. They need to be in the form of paper records from the district. And you need them in order to have them on hand for making your case, not to take to "someone in charge." |
| 5. Everyone who has followed these steps exactly as outlined below has experienced 100% success; shortcuts lead to failure. |
| RECOMMENDED READING |

| If you're at all friendly with or known to your local superintendent, call ahead a few weeks and ask with a smile on your face and in a friendly voice to be put on the next agenda as a discussion item to discuss the idea of your district's posting its check register online. |
| Marble Falls ISD (TX) superintendent Ryder Warren at a team-building meeting for the school board. |

| If you've lived in the community a long time, mention the number of years. If your kids attend or graduated from the district's schools, mention who and when. Emphasize the positive: (1) Posting the check register is your district's opportunity to show their commitment to transparency. (2) It is your district's opportunity to show their commitment to open government. (3) By posting its check register online now, ahead of everyone else, your district gains valuable PR in your community for its willingness to be transparent and to make a commitment to open government. Avoid: (A) References to "accountability" and "responsibility," or any other words with a stern tone. (B) Telling your board how you plan to file open records requests based on information provided in the online check register. (C) Any indication that this is a "Gotcha." (D) Talking about anything else, including your junior high schooler's problem with his/her math teacher, discussions about how your district is wasting money, recruitment ads for your new group. Stay focused. LIKELY OPPOSITION FROM YOUR SUPE & BOARD When you speak, address your board's questions and concerns and reservations they mentioned when you telephoned them ahead of time. Most likely these will be along the following lines: o Additional expense (time, labor, copying) for the district. "It would be extra time for the staff." o Negative attention. "Parents won't understand the checks." "Our front office will be too busy responding to public records requests." o Lack of trust from community. "The community should trust our superintendent and/or business manager who's already doing such a great job." o Additional technology. "It'll take forever." "We'd have to buy new software." All of these and more are already addressed by the six school districts whom I've interviewed and this information is in the report on this flyer Suppose they say, "We're already posting our accounts payable online. Isn't that enough?" No, it's not. While this is certainly a good step in the right direction, it's not enough. The district's posting its entire check register online, check numbers included, reduces the amount of financial mischief which can be made. Okay, ye of little faith: Why do we know these foregoing steps work? It's a well-established axiom of advertising that the testimonial is the strongest kind of ad, and on this flyer you have testimonials from several school districts in multiple states who are already successfully doing what you're asking your district to undertake. In the unlikely event your board members bring up a new question/concern not included in the report on the flyer, please contact me and I will help you address this. Your closing remark: "You've seen good and compelling reasons to post our check register online. It's the right thing to do and it's the way school districts are going. Let's be ahead of the curve. We don't want to be perceived as being anti-open government and anti-transparency, do we? Besides, we don't have anything to hide. Thank you." If you're on the agenda, make your presentation when it's your turn. Because you've already taken the time to talk with your board members and to address their concerns, your presentation will go faster and be more positive, and the board's discussion will likely be more positive. Also, by making your phone calls ahead of time and addressing the board's concerns, it's more likely they'll vote "yes" on the spot. Had you not taken the time ahead of the meeting to address their concerns, it's more likely your board would defer their decision until they can "think about it further"--a polite way of saying "No." You want to do everything you can possibly do ahead of time to enable them to say "Yes," right then and there. If you're not on the agenda but make your presentation during the open forum session, be careful about staying within the minimum time allotted to you, and thank them for listening. The board members will likely not say anything. Thus far everybody who's asked along the lines indicated above has received a "yes" from either their board or their superintendent--on the spot. Afterwards If your supe/board said "yes" at the meeting, follow up with a nice letter to the editor of your local paper(s). If your supe/board said "we'll think about it" at the meeting, this is now the time to begin a letter-writing campaign; ask friends to send faxes and emails to the board and superintendent showing their support for posting check registers online. KEEP IT POSITIVE! If your supe/board said "no" at the meeting, start filing public records requests, starting with looking at your supe's and board's travel and other expenses. Share your findings with your community in a positive way -- not a "gotcha" -- by asking questions along the lines of, "I'm confused. If we're really broke and needing more money, why is our supe staying in luxury hotels (cite dates and prices and purpose of trip)? Are our schools so perfect that he/she can travel to Rochester or New Orleans and fix their schools, too?" And/or: "Why did our board treat themselves to a $900 steak dinner at the last school boards convention? Couldn't they have just gotten a Big Mac and let the rest of the money go to books for our library?" |
| Next. take the time to call each of the school board members individually, and ask them about/share with them this exciting new possibility. For 35 states outside of Texas--for right now, anyway-- you'll be able to say, "Wouldn't it be cool to be the first district in our state to voluntarily post its check register online? Think of the PR benefits to the district, taking this bold big step towards transparency." Ask them if they have any reservations, issues or concerns. This part is easy, because every objection they could have--expense / time / labor involved, possible deluge of negative questions, etc.--is probably addressed on the report on this printable flyer. When you go to the school board meeting in another district, rather than feeling (there's that magic word again) you're storming the castle walls, treat it instead like you're going to a friendly gathering committed to doing something positive for school children, their parents and taxpayers. Now, please take a moment to read the column at left, "Asking at your local school board meeting." Again, this isn't to be bossy, but to save you time, grief and energy. There really are parents who will show up at school board meetings in cut-offs and flip-flops to discuss something serious--then claim bewilderment as to why no one takes them seriously. Or they aren't aware of board rules and become frustrated when they speak at a board meeting during the public forum and no one says anything, including, "Thank you." Benefit from the mistakes of those who have come before you. |
| Llano News editor Jimmy Stephenson (L) with Llano ISD trustee Alan Geistman (M). |
| registers online NOW!" While any of the above actions may get you 15 minutes on the news, they are almost 100% guaranteed likely to antagonize your district's leadership and put you in an adver- sarial position at a time when you want to be in a friendly relationship. |
| Conservative Commentary - WHAT WORKS: How to persuade your school district to post its check register online |
| Online financial transparency for public schools is more important now than ever before given our worsening economy. Why: (1) Public schools rely on good will for their financial support, and online checks make this good will a two-way street. With public education dollars shrinking and taxpayers unable to afford higher taxes, (2) it's time for a more meaningful dialogue between school leaders & communities than pie charts regarding where spending cuts should occur. For example, should school nurses be eliminated -- or the district's travel/meal budget for administrators? |
| SCHOOL DISTRICT CHECK REGISTERS ONLINE: WHY? |

| As another example from real life, should Detroit schoolchildren have gone without so that former DPS supe Connie Calloway (above) could have two chauffeurs, both of whom quit, alleging she wanted them to carry her purse for her? |
| Connie Calloway |

| H o w w e t a k e b a c k o u r c h i l d r e n ' s e d u c a t i o n -- o n e p e r s o n , o n e q u e s t i o n , o n e s c h o o l a t a t i m e |



| Vendors (see photo at right) and lobbyists will likely have already made overtures to your supe and board on many occasions including social settings at which time business may likely have come up. If at the board meeting vendors and lobbyists are there in suits and carrying briefcases, you can bet this is not their first contact with the school district. Why not borrow a page from vendors and meet with your superintendent and board ahead of time? If cold-calling at the board meeting were an effective strategy, vendors and lobbyists would be doing it. |



| SEPTEMBER 7, 2010: Friends, I have just updated this page based on having worked directly or indirectly with hundreds of folks in school districts across America over the past four years; the universal approach describe below is 100% successful when all of the steps below are followed as scripted -- no shortcuts, no emails or phone calls instead of these steps. THE SHORTCUTS YOU WANT TO TAKE BECAUSE THEY MAKE SENSE TO YOU HAVE ALL ALREADY BEEN TRIED AND THEY DO NOT WORK. Please read all of this page, including "Not a PR pro" below even though it may seem off topic. This page is a road map that will get you to where you want to go. The things most of you do not know yet -- where the landmines are, where the creek's out, etc. -- will impede your progress. I do not want you to be sued or barred from your kids' schools, as have some of my readers who wanted to do their own thing. FACT: 99% of the folks who contact me are unhappy with their local schools regarding spending, ideology, poor curriculum, etc. What works for getting check registers online is not the just-the-facts-ma'am approach you may be used to and that seems most natural and logical to you. This is heart to heart and friendly and has worked 100% of the time when the steps outlined below are followed. Everything here exists for one reason: to help you persuade your schools to say "yes" with no delays or trials or sidelining you to a committee. If you will put down your pitchfork and follow this approach, your school leadership will be happy and you'll be happy. HEADS UP: With more than 900 school districts now line, all the shortcuts have already been tried, and ALL have resulted in unsatisfactory results. These points arise from -- to quote Churchill -- other people's blood, sweat and tears; following them will not only save you time, aggravation and grief but also you'll succeed. --P.W. |



| Each school board is different--and all are the same. |

| When this photograph above was taken of the Llano ISD (TX) school board, almost all of the members were legally doing business with the district in one form or another: the fellow in the plaid shirt (2nd from left) did plumbing as a subcontractor; the guy in the middle helped relieve the district of what he called worthless" fill dirt; the red shirted fellow owned a furniture and appliance store and sold furniture and appliances to the school district. It will be useful for you to be familiar with each of your school board members' various revenue streams to your public school district. |

| You're going to be competing with vendors for your board's and superintendent's attention at the board meeting. These vendors have a great deal at stake -- substantial revenue streams which may affect their families' incomes for many years to come. |
| ABOVE: Marble Falls ISD (TX) trustees Kelly Fox (R) and Tommy Chaney BELOW: MFISD trustees Richie Giesecke (L) and then-trustee Candy Ratliff |

| Remember: 90% of our communication is non-verbal. What you're thinking and feeling speaks much louder than your actual words. |
| SHORTCUTS THAT DO NOT WORK: |

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