From the Software - 2nd ed.
Pt. 1. Understanding budgeting basics
1. Why budgets and budgeting are important to nonprofits
2. Understanding basic types of nonprofit budgets : overview
3. Key board and staff roles and responsibilities in nonprofit budgeting
4. Establishing budget guidelines, priorities, and goals
5. How different sources and types of income can affect budgeting
6. Strategies for developing organization-wide operating budgets
Pt. 2. Step-by-step budgeting guidelines
7. Start with a budget-building checklist
8. Designing your budgeting policies and procedures
10. Orienting program and department managers and staff to budgeting
11. Contents of the annual budget preparation package
12. Developing organization-wide operating budgets
13. Developing operating budgets for individual programs, units, or activities
14. Major components of operating budgets
15. Estimating income and expenses
16. Allocating administrative, overhead, and shared costs
17. Revising draft operating budgets
18. Zero-based budgeting (ZBB)
20. Presenting your annual budget proposal to the board
21. Board review, revision, and approval of the final budget
22. Cash flow reporting, forecasting, and management
23. Monitoring and modifying approved budgets
Pt. 3. Practical budgeting resources
A. Master worksheet for creating a program or unit workplan
B. Worksheets with sample budget formats
C. Examples of financial reports for analyzing and monitoring income and expenses
D. Tools for analyzing financial reports and planning corrective action
E. Example of a detailed organization-wide expense budget
F. Additional useful checklists and examples
G. Tools on the accompanying CD.
