FRESH
IDEAS FOR BUDGETING
1. Teams should receive copies of all budget
requests to give their members a balanced big picture view of the overall
financial picture of the budget year. This will help each team to
understand the financial implications and impact of their budget request on
other teams (hopefully creating a fertile environment for compromise and
cooperation).
2. The two separate forms for maintenance
budget items and for new budget items are good worksheets to help the
organization both track and classify team budget changes. The
budget summary report handout condenses the two types of budget requests into
one worksheet.
3. The Decision/Action Impact Analysis form
can be used to help teams systematically analyze new goals being considered in
light of their potential impact on other ministries.
4. Teams should include a Team Contributions
form along with their budget request for accountability purposes.
5. An overall budget discussion session should
be held to make it possible for teams to “trade and swap” financial
requests.
6. Perhaps a 2-year budget cycle could be
considered.
TEAM
MAINTENANCE GOALS
Name of team: ___________________________
Contact person: ___________________
MAINTENANCE GOAL # _____
What
Why
How
Estimated direct team financial support needed
for 2003: $________
versus
Financial support received in
2002:
$________
Estimated indirect financial expenses
(supplies, equipment, etc.) needed for 2003: $________
versus
Indirect financial expenses received in
2002:
$________
Estimated volunteer and staff time needs for
2003:
versus
Volunteer and staff needs used in 2002:
NEW TEAM GOALS
Name of team: ___________________________
Contact person: ___________________
NEW GOAL # _____
What
Why
How
Estimated direct team financial support needed
for 2003: $________
Estimated indirect financial expenses
(supplies, equipment, etc.) needed for 2003: $________
Estimated volunteer and staff time needs for
2003:
BUDGET REQUEST SUMMARY FORM
(Total of estimated direct and
indirect financial support needs)
Maintenance Goal #1 total: $__________
Maintenance Goal #2 total: $__________
Maintenance Goal #3 total: $__________
Maintenance Goal #4 total: $__________
Maintenance Goal #5 total: $__________
Maintenance Goal #6 total: $__________
Maintenance Goal #7 total: $__________
MAINTENANCE GOALS
TOTAL
$__________
New Goal #1
total:
$__________
New Goal #2
total:
$__________
New Goal #3
total:
$__________
New Goal #4
total:
$__________
New Goal #5 total:
$__________
New Goal #6
total:
$__________
New Goal #7
total:
$__________
NEW GOALS
TOTAL
$__________
GRAND TOTAL TEAM BUDGET REQUEST:
$__________
DECISION/ACTION IMPACT ANALYSIS
Name of team: _____________________________ Contact
person: ___________________
Is this analysis for:
____ A first time decision/action
____ A change/revision in a
previous decision/action
Summary of the decision/action and relevant
information relating to it:
Please use a 10-point scale to assess the
potential of this action to:
_____ Impact our clients
_____ Impact the overall organization
_____ Build the professional
capabilities of team members
_____ Enhance the organization and its
clients
_____ Build a partnership with other
organizations
_____ Improve the overall effectiveness
and contributions of this team
_____ Enhance or help other teams in
the organization
Use a 10-point scale to assess the impact of
this action on:
_____ Financial needs of the team
_____ Administrative demands placed on
existing staff
_____ Need for additional volunteers
_____ Need for new or improved
facilities and equipment
_____ Need for team members to develop
new skills or receive training
Use a 10-point scale to assess how supportive
the environment is for this action:
_____ Support and enthusiasm for this
action among team members
_____ Support and enthusiasm for this
proposal on the board
_____ How well staff understand the
requirements and challenges of this action
_____ How well the board understands
the requirements and challenges of this action
_____ How well equipped the
organization is to implement the action effectively
TOTAL OF ALL NUMBERS ABOVE: ______
TEAM CONTRIBUTIONS REPORT
Name of team:
______________________________
Specific program or activity being
assessed: _____________________________________
________________________________________________________________________________
Time period of teams contributions:
_________________________________
Which contributions made by this teams in the
past were repeated (“maintenance contributions”) during the time
period above?
1.
2.
3.
4.
5.
Use the 3-point scale below to rate the
effectiveness of the “maintenance” contributions above:
3 = Contributions exceeded our
expectations
2 = Contributions met our expectations
1 = Contributions were below our
expectations
Rating and reason for rating:
___ Contribution 1:
___
Contribution 2:
___
Contribution 3:
___
Contribution 4:
___
Contribution 5:
What new, first time contributions did the
team make during the time period?
1.
2.
3.
4.
5.
Rate the effectiveness of these new, first
time contributions using the 3 point scale:
3 = Contributions exceeded our
expectations
2 = Contributions met our
expectations
1 = Contributions were below our
expectations
Rating and reason for rating:
___ Contribution 1:
___
Contribution 2:
___
Contribution 3:
___
Contribution 4:
___
Contribution 5:
What lessons did team members learn in making
the maintenance contributions?
1.
2.
3.
4.
5.
What lessons did team members learn in making
the new, first time contributions?
1.
2.
3.
4.
5.
What additional new contributions do team
members want to make in the future?
1.
2.
3.
4.
5.
Based on lessons learned, how will team
members strive to do things differently in the future?
1.
2.
3.
4.
5.