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Effective Charity Budgeting
Before you start:
DOWNLOAD YOUR WORKBOOK HERE
Getting started
Welcome to the course and introduce yourself (2:19)
Who is this course for? (2:52)
Setting your goals for this course (0:53)
1 The benefits of budgeting
Why you should budget (2:51)
Five benefits of budgeting that you should maximise (10:24)
Quiz: practical examples of the benefits of budgeting
Where your charity is benefiting and where it could develop (0:44)
2 Who to involve
The importance of wider involvement in your budget setting process (0:31)
Who to involve - your stakeholders
Quiz: Understanding stakeholder involvement
Using participative vs a top down approach (3:37)
Activity - who you currently involve and how you might change this (1:21)
3 What to include in your budget
The five components of any budget (1:53)
Activity - Understanding what drives your budget (1:21)
Understanding non-variable income (2:16)
Understanding variable income (2:03)
Quiz - understanding how income behaves
Understanding fixed costs (2:03)
Understanding variable costs
Quiz - understanding how costs behave
Activity - identifying the components of your budget (0:43)
Bonus: Charity budeting checklist
4 Creating your budget
Getting ready to build your budget (0:31)
Sample budget spreadsheet you can use and download
Activity - entering your cost and income types (0:54)
Building your budget using incremental and zero based approaches (2:53)
5 Using your budget throughout the year
The importance of using your budget throughout the year (1:14)
Using your budget to motivate your team (6:36)
Using your budget to evaluate and control performance (3:59)
BONUS: sample simple variance report
BONUS: sample cash book and variance report for budget monitoring
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Sample budget spreadsheet you can use and download
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