ORG Budgeting Process for January through December Fiscal Year Meetings DATES

Deadline Dates LEADER RESPONSIBLE / BOARD & STAFF PARTICIPANTS

TASK

Develop strategic focus areas for upcoming 3/1 - 5/19 budget year; confirm with board Present, review, confirm mission and strategic plans for budget year at Board Retreat

20 - 30 27 -29

Director of Finance (DF), with Provide prior year & year-to-date departmental assistance as assigned. Controller to reports to program & management depts. meet with staff to review reports. COP, COS, DF, with assistance as Update year-end projections. assigned COP, COS, DF, 3-day departmental Strategic Focus Retreat program/departmental leaders & managers

5 - 31 11 15 15 - 24 24 25

Confirm planned program alignment with strategic goals Ensure that all strategic initiatives with budget impact are included in budget process.

Include all detail and year-to-date cumulative data for use in creating year-end projections. Controller meetings with staff to confirm/correct coding and answer questions. Controller to meet with staff to assist with projections process. Facilitated retreat to confirm program and operations plans for upcoming year per board retreat.

Confirm Strategy / Plan Programming / Projections

July 1 - 15

Executive Director (ED), Board, Finance Team and Program Team Executive Director (ED), Chief of Programs (COP), Chief of Staff (COS), Board members

Develop Strategic Focus

June 1 - 17

NOTES

Develop Strategic Focus

Mar - May

5/26 Retreat

20-Jun-16

Continue work on year-end projections and program planning. Develop programming schedule and partner selection. Program Departmental Meeting / Budget Process check-in

COP, COS, DF, with assistance & participants as assigned COP, COS, DF, with assistance & participants as assigned

Annual Budget Process EXAMPLE 2 - BessF

Anticipate special costs.

COP & participants as assigned

COP, COS, DF, with assistance & participants as assigned Finance team and COP review, question, COP, COS, DF, with assistance & confirm projections. Finalize by 7/24. participants as assigned Deadline for final year-end projections for Govt COP, COS, DF, with assistance & APR Report participants as assigned Program Departmental Meeting / Budget COP & participants as assigned Process check-in Year-end projections DUE to Finance team.

Projections are needed for both mid-year ED Grant report due 7/31 and for budgeting process.

Preliminary submission for review and comment by finance team and COP. Finalize by 7/24.

1

Annual Budget Process EXAMPLE 2 - BessF.xlsx

budget year; confirm with board. Executive Director (ED), Board,. Finance Team and Program Team. Confirm planned program alignment with strategic goals.
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