End of Year Considerations
This is the time of year when retirements and job changes occur--it’s just a fact of life in the school business. One common issue when someone retires or changes jobs from an administrative or support position is that there isn't a knowledge transfer to the employee filling the position. This is something that can cause issues that are unforeseen, and we all have had the experience of trying to recover information that is necessary to efficient operations in the district.
As we move in to this time of year, we advise all district employees to make a list of their specialized knowledge. For example, if you have a safe, who has the combination? What kind of financial information is in safety deposit boxes, and who can get into it? What kind of investments does the district have, and where are the investments? Is there a list of
investments that details what the investments are designed to do? I've heard more than one story of a district discovering by accident that there is some kind of information of which current staff isn't even aware.
The greatest concern for most people is keeping this kind of information secure. Today’s technology provides many options to store these kinds of records in one place and that protects the information's security. There are several different methods to collect information, including placing the information on a secured thumb drive that can be placed in the safety deposit box. The thumb drive would require a specific code to allow it to be opened. We would be happy to help you set up this system if this is a need.