The University of Montana. Preparing Designated/Auxiliary FY11 Operating Plans. Learning Objectives. Understand the general function and unique characteristics of designated/auxiliary funds Ascertain why operating plans are important and the role they play in budget preparation.
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FY11 Operating Plans
Pivot tables are super!
Estimating SPABA revenue to complete the operating plan and budget.
Describe the operation
Describe its history
Explain the nature of its business activities
Revenue Assumptions & Projections:
Expenditure Assumptions and Projections:
Fund Balance and Capital Plan:
Management Issues, Trends, Significant Events
Discuss significant issues, trends and events expected to impact the operating unit.
Specify Goals: Long range, broad and serve to set direction or to provide a relative target or accomplishment or growth
Initiatives: New efforts, intended to begin implementation within this planning period.
Objectives: more specific than goals, they are achievable, measurable and verifiable
Submit your plan to OPBA
- Wednesday, January 27th or
- Thursday, January 28th
- Thursday, February 11th or
- Thursday, March 11th
- Wednesday, April 21st or
- Thursday, April 22nd