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Annual Planning and Budgeting: What you need to know to do it Right

Annual Planning and Budgeting: What you need to know to do it Right Louise Moore, CFRE -- Cull Martin & Associates, Inc. Anne Marie Gardiner –Passionist Missionaries. Presenter's:. Louise Moore, CFRE. Anne Marie Gardiner 111 South Ridge Street, Suite 302, Rye Brook, NY 10573 914-908-6736.

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Annual Planning and Budgeting: What you need to know to do it Right

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  1. Annual Planning and Budgeting: What you need to know to do it Right Louise Moore, CFRE -- Cull Martin & Associates, Inc. Anne Marie Gardiner –Passionist Missionaries

  2. Presenter's: • Louise Moore, CFRE • Anne Marie Gardiner • 111 South Ridge Street, Suite 302, Rye Brook, NY 10573 • 914-908-6736

  3. Annual Planning and Budgeting: What you need to know to do it Right

  4. Planning: What is a Strategic Plan? • Definition of Strategic Plan: • Systematicprocess of envisioning a desired future, and translating this vision into broadly defined goals or objectives and a sequence of steps to achievethem • Process of Strategic Plan • A strategic plan looks at all the things your organization can do and narrows it down to the things it is actually good at doing. A strategic plan also helps leadership determine where to spend time, human capital, and money

  5. 7 Questions: • What can our organization do better than any other organization? • What is our Mission Statement? • What is our Vision Statement? • What are our Strengths, Weakness, Opportunities, and Threats (SWOT)? • What are our goals? • What are our objectives? • Do we have the resources needed to achieve our plan?

  6. Actionable and measurable objectivesare the foundation for the action plan of strategic planning.

  7. Tracking:

  8. 4 Questions: • How? • Where? • When? • Whom?

  9. Income and expenses: • Study the past three years of income and expenses. • Is there going to be an increase or a decrease in your overhead expenses? • What adjustments will need to be made to allow for the strategic plan’s implementation? Income Expense

  10. Anne Marie Gardiner

  11. 4 Questions: • How? • Where? • When? • Whom?

  12. What you need to know to do it right: • Know your organization. What does your organization do better than any other organization? • Create a strategic plan that build on the strengths of your organization. • Communicate. Know what leadership expects, and let leadership know how this plan supports the vision of your organization. • Develop a budget that supports the growth goals outlined in the strategic plan.

  13. Questions & Answers

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