Over the course of the fiscal year, all budgetholders conduct four quarterly reviews, one at the end of each quarter. Quarterly reviews follow the Budget Questionnaire provided by the Budget Team, and are submitted to the Budget Team at email@example.com.
In addition to the written quarterly reviews, budgetholders meet with the Budget Team once a year to discuss and forecast the upcoming fiscal year. These in-person budget forecast meetings are held in December. For the quarterly review, budgetholders receive the following reports by email:
- Operations Summary at quarter end
- Payroll Report at quarter end
- Program Initiatives & Segments (where applicable) at quarter end
In return, budgetholders complete and submit the Budget Questionnaire to validate estimated spending for the current fiscal year against actual spending year to date, for the following four criteria:
- Staffing Updates
- Programming Updates
- Reallocation Within Current Budget
- Strategic Planning
For the in-person budget forecast meeting, budgetholders receive the following reports by email:
- Operations Summary at Nov 30
- Payroll Report at Nov 30
- Program Initiatives & Segments (where applicable) at Nov 30
In return, budgetholders meet with the Budget Team in December to discuss and forecast the upcoming fiscal year.
Please email any questions with the subject Quarterly Reporting to firstname.lastname@example.org.