Template for board agenda items
Receipts-ready agenda items
When a staff report includes these four lines, anyone can check the result later from the district's own public reports, without a records request and without extra work at year-end. Add them to the Fiscal Impact or Background section of any action item that comes with a goal.
FOLLOW-UP (copy into the agenda item)
- 1.
Stated goal:
What this action is expected to achieve, as a specific result: an amount saved, a completion date, a service level, or a reserve to keep.
- 2.
How we’ll measure it:
The number or fact that will show whether the goal was met, and what it will be compared with.
- 3.
Which public report will show it:
The regular report where the result will appear, such as the Unaudited Actuals, an interim budget report, the LCAP annual update, or a Notice of Completion.
- 4.
Review date:
When that report will be available. If no date is named, Receipts uses the Unaudited Actuals for the first full year the change is in effect.
Example
From a real HBCSD item: LED lighting retrofit project (October 14, 2025). Line 1 is the district's own wording. Lines 2 to 4 show how Receipts filled them in, for illustration.
- Stated goal
- “It is projected to yield $105,650 annual energy savings and nearly $3 million in total savings over 20 years.”
- How we’ll measure it
- Compare district electricity costs for a full year before the retrofit with 2026-27, the first full year after it. A district energy or utility report would show this most directly.
- Which public report will show it
- Unaudited Actuals for 2026-27, or a district energy or utility report
- Review date
- September 15, 2027
Why it helps
- Results become checkable on their own. Most "Not enough data" stamps on Receipts so far come from year-end reports showing totals, not single positions or programs. Naming the report up front fixes that.
- It takes four lines. Staff reports often state the goal already. The other three lines are short.
- Good decisions get noticed. When a goal is met, the board and community can see it, with the source.
Receipts is an independent project and isn't affiliated with any district. This template is free to use, copy, and adapt. districtreceipts.netlify.app/districts/