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A Nonprofit Capacity Self-Assessment Workbook
For Rural Community-Based Housing Organizations

© Housing Assistance Council, 2000

Permission is granted ONLY to nonprofit community-based organizations to reproduce and/or adapt this document, and only for their own use.


WORKSHEET 13.  BUDGET CALENDAR

Write the dates that your organization plans to do (or has done) the following activities during this fiscal year (i.e., your organization's budget calendar).

Budget Activity Date
   
Set annual operating and program goals. __________
   
Collect data on last year's income and expenses. __________
   
Write out projected resources needed to attain operating and program goals (staff, supplies, etc.) __________
   
Write spending projections for this fiscal year, based on projected resources needed and other factors affecting operating or program costs. __________
   
Draft income goals and potential/confirmed sources (i.e., your strategic fundraising plan). __________
   
Review and revise program budget with key staff. __________
   
Submit entire budget to board for approval. __________
   
Begin implementing strategic fundraising plan. __________
   
Review budget and adjust for changes in funding or unplanned expenditures. __________


On To Worksheet 14

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