CASBO School Business Profession Workforce Index 2026
(an Annual Survey)

Scope
For purposes of this survey, "School Business Professionals" include classified employees, classified managers, confidential employees, and those who support the business and operational functions of a school district or county office of education.

This survey does NOT include: Teachers, Instructional aides, Principals, Assistant Principals, Academic administrators, Superintendents, Assistant/Associate Superintendents of Educational Services or Instruction nor Certificated instructional staff
Section A: District Characteristics & Workforce Profile
"Who are we?"

Purpose: Establish profile of California's K–12 School Business Profession and allow comparisons across districts.
1.School/District (write out full name)
2.Your primary role or similar title (select one):
3.Approximately how many years have you worked in the “School Business Profession”?
4.Which best describes your LEA?
5.Approximately how many students does your organization serve in 2026?
6.Which CASBO Section best represents your organization?
7.Approximately how many total School Business Professionals are employed by your organization?
(Do NOT include teachers, principals, instructional staff, nor academic administrators.)
SECTION B
Workforce Capacity & Operational Readiness

Purpose - This section measures the capacity of your School Business workforce to effectively support district operations today and into the future.
8.How well is your current School Business workforce able to meet your LEA’s operational demands?
9.Operational Capacity
Indicate the current Approx. Budgeted FTE for each department.
1-2
3-5
6-10
11-20
21+
N/A
Accounting
Charter School
Chief Business Official
Child Nutrition
Executive Admin/Confidential
Facilities
Financial Services
Human Resources
Maintenance & Operations
Payroll
Purchasing
Risk Management
Technology
Transportation
10.Operational Capacity
Indicate the perceived Current Capacity for each department.
Adequate
Some Additional Capacity Needed
Critical Capacity Shortage
N/A
Accounting
Charter School
Chief Business Official
Child Nutrition
Executive Admin/Confidential
Facilities
Financial Services
Human Resources
Maintenance & Operations
Payroll
Purchasing
Risk Management
Technology
Transportation
11.Current Workforce Pressures
Which factors are placing the greatest pressure on your School Business workforce today?
12.Compared with three years ago, the workload on your School Business staff is:
13.To what extent is your LEA prepared for anticipated retirements and leadership transitions within the School Business Profession?
14.Approximately what percentage of your School Business workforce do you expect to retire within the next three years?
15.Which operational area is most vulnerable to retirements?
16.How effectively does your LEA's staffing approval process allow you to respond to changing workforce needs?
17.My LEA's School Business position descriptions accurately reflect the knowledge, skills, and responsibilities required today.
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
SECTION C
Workforce Development & Career Pipeline

Can California develop the next generation of School Business professionals?
18.In your recent experience, how easy or difficult is it to recruit qualified candidates for School Business positions?
Very Easy
Somewhat Easy
Neither Easy nor Difficult
Somewhat Difficult
Very Difficult
19.Does your LEA have defined career pathways for School Business Professionals?
20.How prepared is your organization to develop future School Business leaders?
21.My LEA invests adequate time and funding in professional learning for School Business Professionals (classified staff).
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
22.Which professional competencies will be MOST important during the next 3 - 5 years?
SECTION D
Future Outlook

"What does the profession need next?"
23.How optimistic are you about the future of California's School Business Profession?
Very optimistic
Somewhat optimistic
Neutral
Somewhat pessimistic
Very pessimistic
24.Which workforce trends will have the greatest impact on the School Business Profession?
25.In your opinion, what ONE statewide investment would have the greatest positive impact on the future School Business Profession and its workforce?
SECTION E
School Business Profession Index
26.Compared with five years ago, your LEA’s ability to recruit, develop, and retain School Business Professionals is:
27.How would you rate the School Business Profession’s capacity to support student success in California?
Excellent
Good
Adequate
Limited
Critical
28.Within your LEA’s School Board/Superintendent, the School Business Profession is recognized as a distinct professional career field.
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
29.Complete this sentence:
The School Business Profession in California is...