Social media advertising
20%
$0.00
Influencer marketing
30%
$0.00
SEO management
20%
$0.00
Hardware and software licenses
20%
$0.00
Hardware and software maintenance
10%
$0.00
Return on Investment rates you expect to see in future fiscal periods:
Q 1 – $0.00
Q 2 – $0.00
Q 3 – $0.00
What budget initiatives are expected to bring to the table:
Budgeting predictions, revenue forecasts, and more profit opportunities.
Integration of AI, Big Data, and Machine Learning tools (PM and Software Team):
Acquisition of new data tracking solutions (PM and Software Team):
Better control over budgeting and optimized budget allocation.
Creation of new budget planning scenarios (Top Manager, Budget Specialist, Finance Department):
Financial resilience and competitive edge in the market.
Setting of new cash flow and budgeting goals (Top Manager, Budget Specialist, Finance Department):
Optimized budgeting and new market outreach opportunities.
Specify parts of the budget that should cover summarized budgeting milestones
Specialists to wield new tools
Acquisition of new tech licenses
Financial research and planning
Maintenance of new tech solutions
Thank you for your attention, and have a rich fiscal period.
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In 2021, businesses will continue to face unprecedented challenges. Budgets will come under intense scrutiny as strategic goals must be met while resources remain stretched. In this fluctuating business landscape, how senior business leaders present their objectives to upper management, C-suite, and board of directors’ level is crucial for securing the dollars necessary to realize their plans. Here’s how to structure a budget-winning argument for your next business PowerPoint presentation:
Budget presentations to executive level must be approached differently than presenting to other colleagues. In this arena, time is limited, so presentations should focus on the bottom line. What are your company’s needs and how will your plan achieve them? Stick to answering these two questions in your opening salvo. This is your executive summary, and it needs to be direct and attention-grabbing. How is your plan going to solve their problem(s)?
Stay focused on your end goal, e.g., increased profits, rather than how you arrived at it. If they have questions about the details, they’ll ask. (More on this below.) In this section of your business PowerPoint presentation, stick to your recommendations and the implications of those.
Finally, emphasize how your plan integrates into your company’s overarching objectives. Your presentation must make plain how your plan aligns with the company’s goals. If it does not, you won’t get the budget allocation you need.
When it’s time for leadership to allocate dollars, make it an easy, clear choice for them. This is the portion of the business PowerPoint presentation where you explain how you arrived at the funding level you’ve requested.
Show them a clear evaluation of different investment options. (Use good, current data to back up your financial models. This information may be changing on a monthly basis, so it’s key that your information is as up to date as possible.) Demonstrate how each investment option you’re proposing will work toward achieving your end goal and thus the company’s. Outlining contrasting options will help them understand what they stand to gain and lose based on the funding choices they make.
You don’t need a lot of slides for this portion of the presentation. But you do need strong visual representations of your data so you can make your case quickly and easily. You want visuals that get right to the point. Show them what their return on investment could be and when they can expect it. Keep the focus on results rather than processes. Use examples when appropriate but avoid hypotheticals as they may not stand up to questioning.
Always include timelines and key dates in your presentation – and be prepared to show how they might be shortened. If there are factors preventing shortening of timelines, be ready to explain those too. Include what your competitors are doing, including key dates for their initiatives. It’s important to show an understanding of how changes in the marketplace may impact your proposed activities.
Complete this portion of your business PowerPoint presentation with your suggested primary solution. Even though you’ve demonstrated several options, you want to make clear what you believe to be the right decision, i.e., the budget you want. This shows your confidence in and enthusiasm for the plan you’ve presented. Finally, explain how you, your team, and participating departments are uniquely positioned to achieve the results you’ve outlined.
Although it’s important to have a well-rehearsed, carefully crafted business PowerPoint presentation for your budget presentation, it’s more important that you are ready to defend your position. Expect leadership to interrogate your plan, your data, and your thought process. Be ready to answer questions while you present. This audience asks what they want to know as soon as they want to know it. There’s no waiting for a formal Q&A at the end of the presentation.
Demonstrating your consideration of broader market conditions will be imperative given the current business environment. Be ready with your analysis of key trends in your sector. This may not be information you include as part of your business PowerPoint presentation, but it will be necessary to have it at hand in case your audience wants to know. This should include any competitors entering the marketplace or bringing new products to it. Show that your approach can be changed if market forces should change.
If possible, do a test run of your presentation with colleagues or members of your team before the big day. Have them question your presentation from every angle. Practicing your pitch will enable you to enter the boardroom with the confidence you’ll need to convince.
If you begin your presentation without fear of interrogation, you’ll be better prepared to face the questions when they inevitably come. Think of it as an opportunity to gird your proposal, making it stronger than it was before. Your leadership team may be privy to changes in the marketplace that you are unaware of; allow them to be a resource for you.
You won’t be able to anticipate every concern these executives are facing but knowing that they will question you will help you prepare and respond with confidence. If you’re able to pivot to meet their needs, demonstrating your willingness to flex your thinking to address concerns, you’ll be more likely to receive your budget allocation.
Finish your business PowerPoint presentation with a review of your top headlines. Remind your audience how your plan will give the company a competitive edge. Then remind them how your plan aligns with your company’s overall goals.
Finally, be prepared to ask for other resources you might need to carry out your plan. If you’ve given an effective presentation with confidence, your audience may ask you how they can help you achieve it. Be prepared to tell them what other resources you might need to help make your proposal a success.
To get the green light on your next big budget proposal, start with professional business PowerPoint presentation design. Outsourcing the design and production of your presentations has many benefits, including creative design expertise, low-stress development, and advanced technical knowledge. eSlide has been the “go-to” resource for senior executives at top companies around the globe for more than 20 years. Get in touch with our team today to earn the budgets you need for tomorrow.
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You spend months creating and finalizing your budget for the following year. But are you always confident that the board members will agree to your allocation of funds?
Not really, unless you convince them.
So how you communicate your budget to upper management is critical for obtaining the required funds. The easier it is for the board to understand your strategic plan, the less explanation your budget proposal needs.
Therefore, we present our exclusive collection of budget presentation templates. With these handy designs you can present your budget effectively and illustrate that you’ve taken all aspects and the end goals of the company into account, before creating the final plan of action.
The graphics in these complete decks and one-pagers visualize how your data relates to one another. Therefore, utilizing these PowerPoint frameworks can answer various budgetary questions even before they are asked.
Let’s explore these pre designed layouts, to come up with the best budgetary plan for your organization!
Creating and adhering to a budget is one of the essential elements of operating a successful business. But unfortunately, a majority of people dread making a budget plan. Don’t worry!
Here is a budget proposal with 69-slides to help you. Utilizing this simple deck will help you describe every aspect of your plan from scratch. You can also utilize it to explain financial performance, funding updates & loan proposals, timeline, milestones, etc. Therefore, download it now!
Download this presentation
We’re all aware of the importance of social media marketing for our business. But, do you have a good idea of how much you should be investing in it? This exclusive PPT deck with 32-slides will help you keep track of your social media advertising budget. You can present in-depth research results of different campaigns, platforms, roadmaps, and funding with this template. So download it now to get your budget approved quickly!
Introducing a pre-designed 35-slides budget presentation for you! With the aid of this template, you can highlight critical areas such as direct and indirect cost elements, project budget, and revenue forecasts. Additionally, it covers all the aspects to help the investors decide whether your project merits funding or not. So download this template now!
Do you find it challenging to stick to your budget? But what if we tell you there is a way to create a more effective one to hang on to? Presenting this actual expense vs. budget complete deck to build a realistic financial plan. This template consists of visually appealing charts, bar graphs, tables, and diagrams that explain your proposal easily. Hence, grab it now to make a convincing slideshow!
Utilize this easy-to-understand PPT format and turn your confusing old data into a clear report. You can represent your actual cost, budget, differences in figures, and percentage of variance in a tabular form with the help of this template. It also aids in the identification of errors and anomalies, allowing you to make an informed decision in the future. Download it now to highlight your findings with minimal effort!
Using this full PowerPoint deck, you can show a measurable approach to determining long-term economic and financial success. This PPT presentation includes creative slides on channel marketing budget, planned/actual cost comparison, product launch budget plan, event budget, product launch marketing budget, and more. It also includes several types of charts to display your data, thereby making it a must-have tool in your arsenal!
Employ this introductory budget presentation if you’re new to the business and are looking for a predesigned financial plan layout. This content-ready deck contains 40-slides and encircles all the relevant information with slides like revenue cost, performance budget, cash flow, capital budgeting, cost accounting finance, income statement, and many more. The PowerPoint visuals can also help your audience analyze where you stand with your finances. Additionally, it encompasses all the suited templates to display a realistic budget. Download now!
A sales budget is for keeping track of your sales objectives. Hence, you must prepare an effective presentation to clarify them and more. This sales financial plan template is one such design that can help you do so with ease. It covers various topics like channel marketing budget, planned/actual cost comparison, product launch budget plan, etc. that you can also utilize to share important information. So download this editable PPT deck now! .
Here's a well-structured design to present a compelling and informed budget that enables you to stay on top of your game. Using this complete PowerPoint deck, you can present long-term profitable ideas, vision, and more. This design contains professional slides with graphs, tables, and charts to impress your audience with its colorful, eye-catching theme. So get started today and see how effective this layout is!
This PowerPoint presentation can help you shed light on all the gap-related issues and the changes to consider. This complete deck with 17-slides also lets you talk about the change management cost, control, and budget to reduce any gap. Therefore, use it now to become a pro at presenting.
Budgeting for change management is tricky and difficult to justify. But we have developed an exclusive template to simplify this process. This stunning deck includes slides for all the stages of change management, such as budgeting, cost, and financial plan. It also displays the project change log to track total, open, and approved change requests. So download it now to bring your next project to life!
A quality management budgeting ensures that all your expenditures are used to improve the quality of your product or service. You can use this handy template to do so with ease.
It includes and presents information on topics like quality cost reports, trend charts, comparisons, cost-benefit analyses, etc. Therefore, download this PPT deck now!
Download this presentation
Most budgets are represented in terms of money, but the production budget is expressed as units or quantities of the product. So you can use this layout to display the identification process and estimation of manufacturing costs. It also covers the relevant production costs and budgeting slides to relate the data. Therefore, grab it now!
Here's an exclusive template to assist you in creating a robust marketing plan that works for your business. You can use this content-ready layout to manage your marketing expenses as it involves the functions like business campaigning, public relations management, and more. It also helps to compare the forecasted budget with the actual marketing expenses of the business. So grab it now for creating successful campaigns!
This comprehensive framework consists of features that help you forecast the budget effectively and compare it with actual expenses. Moreover, it lets you highlight the department-wise and product-wise comparisons with the help of charts and graphs. Therefore, this helpful template can help you anticipate where your money goes each month, allowing you to make the necessary changes. Grab it now!
Explore our stunning one-page budgeting infographic for assistance. This framework showcases the revenue and expenditures of the whole financial year most effortlessly. Moreover, the design is created with a minimalist approach to make it more precise. So grab it now to create a realistic budget and stick to it without confusion.
Download this template
What's the easiest way to establish a successful annual project budget? The answer is— this one-page PowerPoint template. This infographic design assists you in keeping your finances in order. It allows you to quickly calculate the income from various sources, including interest, refunds, savings, etc. It also includes columns for budgeted and actual amounts to make an easy comparison and find the variations. Grab it now!
Do you ever feel like you spend too much on producing a film yet don't see the desired success? Worry no more! This production budget one-pager can help you understand what amount you should spend on individual overheads. By keeping it as a blueprint, you can avoid exploiting financial resources to a great extent. This holistic framework also covers the company name, producer's name, shoot location, shoot days, above-the-line expenses, and production expenses. Download this editable template now!
Here is an easy-to-use template that allows you to define your school's most progressive education system. Utilizing this design assists you in presenting your expenses for school operations, payroll, services, supplies and materials, and other operating costs. In addition, with the help of this document, you can also outline the taxes you pay. Hence, it is the ideal layout to describe how you provide the best with the available resources.
This PPT slide plays a pivotal role in determining whether or not your sales budget is serving the purpose for which it is made. It touches upon all the relevant areas, such as the company's sales variance table, annual sales budget by quarters, and actual and budgeted sales by business units. If you need to add any sales-specific details to this template, you can surely do so as it is editable. So download it and get started today!
Check out this PPT template that can help you stay as you plan because all necessary details have been taken care of! By turning to this document, you can allocate the funds wisely towards necessities, luxury, and future emergencies. It aims to help you identify the income and expenses breakup post-retirement. So get it now to ensure a comfortable life in your old age.
If you're not sure where to begin when making your personal budget, this simple template can be helpful. With the help of this design, you can consider your short-term and long-term goals. It can also assist you in keeping a record of your net worth and cash flow. Moreover, this framework also allows you to jot down the strategies to achieve your goals and your investment plans. So download it right away to make incredible savings most effectively!
Here is a fantastic template for you and your staff. This exclusive sheet helps you track your actual and estimated budget to find out the variations. In addition, you can use this planner in various ways to monitor your spending and make adjustments as needed. So, take charge of your money today by downloading the departmental budget sheet!
Consider making your post-event budgeting process simpler with this handy one-page template. It explains everything in a crisp, clear, and digestible format with its visually appealing structure. This document can evaluate the event's success by defining the number of attendees, tickets sold, revenue, profits, etc. You can also take advantage of this design by integrating social media statistics to show your event's current trends and in-depth analysis. Get it now!
This well-crafted page displays all the information in a visual format that captures the readers' attention and saves you a lot of time and effort. It also includes pre-designed charts that highlight the information about the budget evaluation process, the share of spending, and the quarterly income and expenses summary. With this handy design, you can confidently approach decision-makers and ask for your resources to get the job done. So don't put it off any longer; download it now and express your ideas!
Employ this PowerPoint template to make the best budget presentation to raise venture capital. This one-pager template is significant for startups to pitch to potential investors to fund various projects. It contains the details of the idea and the innovator. It further allows highlighting the key milestones with stages and tabulates the required funds and the expected revenue information. Get it now to give a solid presentation and increase your chances of obtaining funds.
Here's a well-crafted template that summarizes the financial year plan of the church ministry.
Utilize this simple layout to highlight the budget and actual expenses. It considers the revenue, benevolence, pastoral ministry, staff, worship committee, and other expenses for drafting a budget. So download it now to create a realistic plan for the next financial year!
Download this template
This content-ready slide covers a pre-developed order of budget for a manufacturing company. It can save your time and effort as it comprises all the essential details. You can optimize this format to jot down your company details, budgeted date, and budget amount. Furthermore, it is fully customizable, so you can easily modify it in line with your unique requirements.
You can utilize this budget presentation to showcase the annual expenditures and income. This spreadsheet comes in two parts: planned and actual income, which allows you to compute the gap between them. Also, calculating the expenses done on the house, transportation, and other areas can become easy with the assistance of this slide. Download it now!
Grab this stunning template to make the most of your budget and have a fantastic event.
This comprehensive structure allows you to maintain all the essential data of your upcoming events. Take advantage of this design to record and track your organization's data for sales analysis, event budget, and financial statements. So download this sheet to ensure your event goes off without a hitch. Download it now!
Now you know how to create budget presentations that are more than just numbers on a slide. Download your favorite, complete deck or one-pager to provide exciting and informative experiences to your audience. We'd want to hear about your experience working with the best budget presentation templates in the industry.
P.S: If you want to achieve estimates and control costs for your next venture, check out this guide packed with stunning project budget templates.
10 ppt templates to visualize budget vs actual comparisons.
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Propose a well-structured and clear budget with this adaptable presentation template..
Designed for financial managers, accountants, project managers, and other business professionals, this fully editable template aids in presenting budget proposals. It includes sections for budget breakdowns, cash flow analysis, cost comparisons, and more. The template's crisp design, lucid text, and supportive visuals help in presenting complex financial data in a comprehensible manner.
Edit this template to match your specific budgeting requirements, or browse through Visme's vast collection of business presentation templates for different business-related needs.
Edit this template with our Presentation Software
15 Slides, 1366 x 768 pixels – 16:9 Aspect Ratio (HD Presentation Quality)
This template can be fully customized. You can edit content, change image(s), apply custom colors, input your own fonts and logo, and more.
Download as a PDF to share with your recipient or generate a shareable link for online sharing.
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Create Your Presentation
Taking the Fear Our of the Library Budget Presentations Laying the Groundwork Preparing a Budget Presentation Citizen Support- Rallying Stakeholders Making the Budget Presentation- Do's & Don'ts Follow Up Budgeting Best Practices
BACK TO ADVOCACY LIBRARY
Creating and presenting a library budget is not just a matter of assigning numbers to line items on an Excel spreadsheet and presenting it to a group of officials. Far from it. Library budgeting is an ongoing activity, with many parts and many people involved. It is a cyclical process of listening to the community, working with decision-makers, telling compelling stories about your library – and bringing all these elements together in a budget presentation and then starting all over again. We have tapped into the wisdom of veteran librarians with years of experience drafting and presenting budgets in “good times and tough economic times.” The examples offered are from “real budgets.” We have included everything from a Glossary of Terms for those new to library budgeting to the “Do’s and Don’ts of Making a Budget Presentation.” There is a great feature on library budget presentations from the perspective of a decision-maker with years of experience listening to presentations and helping librarians hone their budgeting skills.
BACK TO TOP
Identifying community priorities.
Library directors don’t create their budgets in a vacuum. Even in today’s challenging economic times when libraries are lucky to keep their doors open and basic services covered, library directors and staff need to be continually attuned to what their community needs.
Most “formal” community needs assessments are done during a library’s strategic planning process – but it should be an ongoing task to pay attention to community needs and priorities.
What is happening in your community that your library can address with its programs or services? How can the library be a partner in solving local problems or addressing challenging issues? For example,
Look to community partners to help share the library’s burden of meeting community needs.
The strategic plan comes from your community's priorities; the budget comes from your plan. Show how you’ve listened to what the community and your decision-makers want from the library and planned accordingly:
Start with the premise that a library is providing local services that are important locally. Unlike many other units of government (e.g. schools or transportation), budgetary decisions pertaining to libraries are almost always made at the local level. Stay current with what’s happening in the community from a local political perspective and reflect this perspective in your library budget.
Provide opportunities (a bulletin board, comment cards, Library Appreciation Week, etc. ) for library customers to share their stories about how your library is meeting their needs. Anecdotes from “real (voting) citizens” are powerful statements to include as part of your budget presentation.
Presenting an annual budget isn’t just the job of the library director. You’ve got Friends!
A Library Friends organization can be one of the most powerful allies a library has as the director prepares for and presents an annual budget. A good Friends group can:
Strength in Numbers: Leveraging Strategic Partnerships and Coalitions
Presenting a successful library budget can be greatly enhanced by demonstrating that your library has partners who work together to deliver programs and services to the community. Working with strategic partners, or in coalition, indicates that your library is finding creative ways of sharing resources and delivering added value by collaborating with other organizations.
The decision-maker speaks.
Qualities of the Successful Budget Proposal
Cautionary Tales
Best Practices for the Executive Librarian's Proposal
From the Decision-Maker’s Perspective
Don’t…
It’s easy to get caught up in the many details of budgeting, but for the Executive Librarian, the most important issues in successful budget proposal planning are community issues – how to best serve our constituents. Consider the following to ensure that you create and present a successful budget:
Never become so invested in the details of the budgeting process that you are caught off guard by a big-picture question.
Statistics, by themselves, do not tell the whole story:
Some years, there simply is NO money - no amount of pressure or support will be able to change this fact:
Be sure to demonstrate to the budgeting authority that you continuously strive for improvement, not just during tough times.
Best Practices from the Viewpoint of Executive Librarians
Within the Library Community:
Outside the Library:
Utilize Friends groups:
Utilize patrons:
Keep your budgeting authority up to date on what's happening at the library.
In some cases, early distribution of budget summary information (e.g. usage trending, connection to political priorities, etc.) can be very helpful.
If a cut has to be made, be prepared to do it.
10 Things I Know to be True about Budgeting for Libraries
Graphs to Tell the Story
Graphs can help us tell our library's story.
TREND Graphs show this library OVER TIME - are we getting better or worse?
COMPARISON Graphs show US VS. SIMILAR facilities or standards (at one point in time) - are we leading or falling behind?
Create "Normalized" Statistics:
Determine Other Info Important to Our Audience: Funding besides municipal allocation (how are we doing at generating other revenues?), Population changes inside/outside of municipality, etc.
(Equalized Assessed Value is available from local, county or State government. All other info above is available from State's agency in charge of libraries.)
Group the statistics to make graphs with IMPACT!
TREND Graphs
COMPARISON Graphs
Other possibilities:
Remember: this info can also help in planning!
Powerful data in your budget presentation can pave the way to support from your funding sources. It can tell your story – where you have been, where you are now, and where you hope to go with library services in your community. It can give them reasons to support your efforts, and ways to justify this to constituents. Some things to consider:
Materials Expenditure per capita | Circulation per capita | Operating expenditure per capita | Staff FTE | |
---|---|---|---|---|
Mean | $7.01 | 11.79 | $56.86 | 87 |
Median | $5.26 | 9.30 | $40.53 | 82 |
Presenting Library | $22.57 | 40.19 | $53.40 | 80 |
As this chart shows, high materials expenditure achieves exceptional circulation. Yet total expenditure and FTE's are responable.
It’s hard to find anyone who doesn’t believe in libraries. Getting people to raise their voices in support of the library is another story. Rallying stakeholder support is a powerful tool in passing library budgets, keeping libraries open and keeping a library’s value to the community highly visible.
There are several ways to bring individual citizens and constituent groups out in support of the library and plenty of things stakeholders can do to apply critical pressure on the library’s behalf.
Budget presentation 101 and beyond.
Considering that your budget presentation is an opportunity both to improve your audience’s understanding of library operations and to achieve passage of your funding request, a well-designed presentation is well worth the work!
Let’s assume that you will be presenting your budget request in person and have decided to do so via a handout and a PowerPoint presentation. Here are suggestions for a basic presentation, then how to “rise above” that level for a more powerful presentation. There is also a PowerPoint template showing, slide-by-slide, how to structure your presentation to maximize your audience’s understanding and support.
At a minimum, your budget presentation should…
Following these steps would constitute a bare minimum presentation. This may be sufficient but it can waste an opportunity to showcase your achievements or garner support for your challenges!
Let’s expand our presentation –so that it stimulates the response we seek – better understanding and stronger support.
To start on this path, carefully determine one or two key messages you would like to convey to your audience related to this budget . For example, you may wish to show how the community has increased its demand and response to Library programming. Or, you may wish to convey that limited funding has left you with stale collections that are of diminishing value to the community.
Next, you’ll need to decide how to get those messages across to your audience.
Finally, remember to maintain an upbeat, “can do” attitude throughout your presentation. Keep in mind the Mission Statement and the community you serve. If presentation is done at a public meeting, you should have encouraged Friends, etc. to attend to demonstrate support for the Library’s service to the community. Whatever response you get from your funding authority, be sure to thank them for their attention.
Check out the PowerPoint Budget Presentation to view a template for structuring your budget presentation.
Best practices for budget presentations.
PowerPoint for Main Street Library
Description and Purpose of Activity
The Main Street Public Library strengthens community, supports literacy, provides access to information, and fosters lifelong learning and enrichment.
Library activities include selecting, purchasing, cataloging, processing and circulating books, magazines, newspapers, audiobooks, DVDs and music CDs for the use of the community. Library staff members strive to fully answer requests for information and to locate needed items and articles. They actively participate in community efforts to improve literacy by offering programs for all ages, particularly pre-school children and their caregivers. The Library is also a place where free access to the Internet and computing is available. The Library provides outreach bookmobile service to daycares and other stops within the City and offers a large number of electronic resource subscriptions.
Accomplishments & Highlights 2009
Activity 2009 | Numbers completed 2009 |
---|---|
Registered cardholders | 19,974 |
New items selected, ordered, catalogued and processed | 9,446 |
Reference questions answered | 16,156 |
Circulated (checked out) | 395,226 |
Hours of service (library) | 65.5 hours/wk; 3,342 hours/year |
Hours of service | 1000 hours (approximately) |
Visitors | 220,551 |
Programs offered (including Books & Stars) | 677 |
Attendance at programs | 13,421 |
Interlibrary loans sent to other libraries | 18,635 |
Interlibrary loans received from other libraries | 22,847 |
Uses of public Internet computers | 29,580 |
Use of wireless Internet connection | 3,596 |
Electronic (online) resources provided | 36 |
Users of electronic resources | 16,964 |
Initiatives in 2010
Once the Budget Presentation Is Over
Best practices for creating a successful budget.
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This budget PowerPoint features many charts and graphs that can be used for any type of budget and financial projection. The color scheme is yellow and blue, but can be changed to colors of your choosing. You'll receive a PPTX with your download.
Here are a few features for Budget:
SAVINGS has a modern and sleek design. One great feature about this budget presentation is the two hundred and eighty vector icons that come with your download. There are twelve color variations to choose from if you don't like the default color scheme.
Here's what you can expect from this premium budget PowerPoint template:
If you want to present a budget PowerPoint with vector icons, this is the template for you. Included are two thousand five hundred vector icons. This budget PowerPoint is geared more toward professionals in marketing. Detailed charts and graphs are included for high level presentations.
Here are the main features for this budget presentation.
Don't quite have the budget for premium templates? We've got plenty of free budget presentation templates you can download below.
Premium PowerPoint templates for a budget might be out of the question if you're on a tight budget. But you can still download high-quality budget presentation template for free.
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Here are the top 20 free budget PowerPoint templates available on the web:
This template has a blue light leak colored background for multipurpose use. The file size is 215 KB.
This free budget presentation is 392 KB in size. It contains a green highlight color and an image of money in the background.
This is a basic PowerPoint template budget that can be used for your budgets. It features an illustration of a man with money coming out of his pockets.
This free budget presentation has an illustration with three employees and top managers engineering a plan. It's got a file size of 594 KB.
This free budget PowerPoint can be used for budgeting, cash flow, and accounting. It's file size is 297 KB.
The budget PowerPoint template is in ZIP format and a file size of 398 KB. This budget template has a business man silhouette with a blue curved line effect and gray background.
The design for this budget template contains a balance scale and money bags. The file size is only 87 KB.
This budget PowerPoint template has a blue background with illustrations of coins, clocks, a business man, and arrows. The file size is 2.81 MB.
This template can be used for a budget PowerPoint. It comes with one file that's 2.48 MB.
The file size for this free PowerPoint template budget is 510 KB. The design has an arrow watermark over dark money image background.
The aspect ratio of this budget presentation is 16:9. It's fully editable and has 135 different icons for you to choose from.
This budget presentation template comes with twenty five slides. There are eighty customizable icons for you to add to the presentation.
This budget PowerPoint has vector graphics that are fully resizable. The slides are based on the master slides and the color theme can be changed.
The background for this template is of a bag of money to represent savings. Three master slides come with the template
The background of this template has a wallet with money coming out of it. This is a multipurpose finance and budgeting PowerPoint.
The download size for this PowerPoint budget template is 3.93 MB. There's a light background with three different money bag illustrations.
The background image has spare change. You can use this for any budgeting or finance presentation.
Included are four different resolutions for this budget PowerPoint. The download size is 4.33 MB.
This budget template has a colorful abstract geometric background design. It's got one hundred and thirty five icons for you to choose from.
This budget PowerPoint template comes with three master slides, a main, print, and slide. The download size is 6.12 MB.
There are four different resolutions for this budget PowerPoint. Illustrated coins and a dollar sign are featured in the background.
Now that you've got a budget presentation template, you're ready to edit it. Follow the five quick tips outlined below to start creating a professional presentation.
Need help creating a budget that you'll stick to? Check out the five quick tips below.
Envato Elements has a massive library of top-selling budget presentation templates that'll give you the confidence to create any type of budget. Pick one up today and get started making your best budget presentation yet!
Explore the hundreds of premium budget PowerPoint templates . on Envato Elements. For one low monthly fee, download as many PowerPoint templates as you want. You can also download all the other resources available on Envato Elements for your projects such as:
All Elements design templates available come ready to use. They feature stylish designs and are fully customizable to help you make the best possible PowerPoint presentation possible.
Not sure where to find the top-selling budget presentation templates? In the following section, we cover the top five templates that you can download today.
Here are five quick tips that can help you improve all your budget presentations:
When creating a budget PowerPoint, you may not think about adding images to your presentation. Images help add interest to any type of presentation and are needed to make it look professional. Add images to all your slides.
When constructing a budget, it can be hard to set goals that you can actually meet. Make sure to create a budget that projects what you can actual save up for. In some instances it might be best to shoot for a smaller budget rather than a bigger one.
Visually displaying your budget on charts and graphs will help you and your audience understand the budget. Choose templates that have various charts and graphs so you can display your budget in a variety of different ways.
Creating a budget isn't enough. You must follow through with your plan and review the plan. Unexpected expenses may come up and you may need to adjust the budget. Make sure to do a monthly review of the budget to be sure you're on track for your goals.
Contrasting colors in your graphs and charts help make them "pop" visually. This helps make your presentation more engaging. Good colors to use are blue and orange.
Looking for even more budget PowerPoint templates that weren't covered in this article? In the next section we'll go over even more great template designs that can help you create your next presentation.
Still can't find the perfect budgeting template for your next presentation. Envato Elements has plenty more high-quality templates that you can download that weren't featured in this article. View the below resources to find even more templates you can download right now.
Need help learning Microsoft PowerPoint? Check out the resources below for even more great articles on using PowerPoint.
Microsoft PowerPoint is an advanced presentation software. To help you navigate the software and get the most out of your presentations, view the articles below.
You've got all the tools and resources you need for your next budgeting presentation.
Save some time working with budget PowerPoint presentation templates . Focus on your content of the presentation and not the design. Envato Elements has a wide variety of PowerPoint presentation templates. Choose the one that best matches your needs and style.
You'll find plenty of budget presentation ideas in the templates above. You're one step closer to creating a professional presentation. Grab a stunning looking budget presentation template today!
Let’s face it; financial data has a reputation for being boring and a financial presentation can fill even the most devoted professionals with dread.
To change this perception, you need to create a financial data presentation you’re excited to give . Hold the interest of your audience instead of making them feel like they are being held captive. Use these tips to make a financial presentation interesting and make sure people listen to what you have to say.
People respond to stories better than data and figures. When you plan your business presentation, plan to tell the who, what, when, where and why behind the numbers. Data will appeal to people's analytical brains, but to maintain their interest you also have to use examples to explain who the numbers affect, where the figures come from and why they are important.
You don't need to be a born storyteller to do this, you just have to go a bit deeper. So rather than simply saying 'These are the projections for next year' or 'these are our business goals', go further and and talk about where that projection has come from, what has and can still influence it, and why it's important for your audience to know.
But, remember this: keep it simple. In the words of the great Steve Jobs :
'That’s been one of my mantras – focus and simplicity.'
PowerPoint presentations used to be great, but overused and, quite frankly, poorly-made presentations have branded them an instrument of evil in meeting rooms around the world.
But, there is hope.
Guy Kawasaki's 10-20-30 rule is simple: a presentation should include: ten slides , last twenty minutes, and use thirty point font .
By following this process, you keep the presentation concise and it forces you to get to the point. This sets up ideal conditions for your audience to tune in to what you're saying.
There’s nothing wrong with a handout or takeaway, but if you put your whole business presentation on the handout or on the screen behind you, your audience will read ahead and then tune you out. It's a fact of human nature and we've all done it at least once in our careers.
Make sure your handouts and slides don’t detract from what you're saying. Remember that you and what you have to say are the main event. Keep your slides simple and then expand and explore with your own commentary.
In the words of Mary Angelou :
'People will forget what you said, people will forget what you did, but people will never forget how you made them feel.'
Too much text will kill any presentation. People just don't respond to blocks of uninterrupted information. To make a financial presentation interesting, slides ensure you have at least a few interesting and relevant graphics. A well-designed, simple presentation will catch your listeners’ eyes and attention.
If design isn’t your thing, apps for finance like Roambi or Collabmobile turn data into attractive visuals that will back up what you have to say. And, if it's appropriate, throw in a funny picture or gif to illustrate a point. We're all human and making us crack a smile during a data-heavy presentation can be refreshing.
Once you’ve planned what to say and what materials you will use, you have to know how you're going to say it. This means learning to communicate with your audience by taking some tips from the masters .
Warren Buffet, financial investment guru, talks about finances all the time, and if you watch his talks online, he’s a charming, relatable speaker , not boring at all. When Steve Jobs spoke , he took technical information and made it interesting.
How you talk affects how people listen, so work on your public speaking abilities even if you only present in the meeting room.
People are more interested in conversation than a speech. To engage your audience in your presentation, allow time for discussion. They might have plenty to say or nothing at all, but it's always good to offer the floor for comments, questions and suggestions for improvement. Interaction reigns in the attention of the audience since they have to participate and prove they've been listening.
Steve Jobs began keynotes with ‘I have four things I want to talk about today.’ Guy Kawasaki's talks always consist of ten points. By doing this, they are letting their audience know how long their talk is going to last so that the audience know how long they have to concentrate for.
Letting them know what to expect in terms of how much material you have to cover gives your audience something to watch out for and helps them to follow along, knowing there's a fixed endpoint. On your final point, include a ‘and just one more thing’ to let them know you're coming to a close.
If you have a lot to cover, try to find a way of condensing it down into fewer points because if you start your presentation by telling the audience you have 25 things to cover then you're in for a collective groan and disengagement (plus, it's not good for business productivity ).
Financial presentations don’t have to be boring and a meeting about finance no longer has to fill your colleagues with dread.
Giving meaning to your numbers, making your financial information visual and interesting to look at and engaging with your audience will help ensure your finance meetings become the highlight of your colleagues calendars, not the dread of their diaries.
You might not get it right the first time, but as long as you're always trying to improve, you'll get there - and your audience will thank you for it.
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Here's how to make your next budget presentation a winning proposition..
When he presents his technology budget to senior management, Edward Granger-Happ likes to talk about a ’57 Chevy.
“I tell them that we have to polish it and take care of it, and [because] it’s a ’57 Chevy, we’re living on borrowed time, especially if we’re using it for the daily commute,” says Granger-Happ, CTO at Save the Children.
The spiffy car is a metaphor for a legacy system in use at the foundation, and it helps Granger-Happ make several points. First, it puts the old system in a context everyone on the business side understands. Second, it helps him make the argument that systems not only come with maintenance costs but that those costs grow (and take up more of his budget) as the systems age. Third, he can tie maintaining or replacing the “Chevy” to his strategic IT plan, priming the group for a future discussion.
Granger-Happ says his approach to talking about the IT budget usually gets him what he wants at the $400 million nonprofit. His budget for the coming year is $4.7 million. But he also knows that when the foundation sees fund-raising tighten, as is the case for the coming fiscal year, he knows he won’t get major new initiatives funded, and he doesn’t ask.
Though it may take up less than an hour at the executive committee or board meeting, the budget presentation is one of the most important messages a CIO has to deliver. What a CIO says and doesn’t say—during both the actual presentation and in the months leading up to it—sets the course for IT not just for the next year but, where new investments are concerned, for years to come.
Yet despite its importance, few elements of such a presentation are universal. What matters in a budget presentation depends on the priorities of the company and the personalities of the CEO, the CFO and the board. That said, all successful budget presentations do need to make a clear business case for spending and especially for new initiatives, and CIOs had better have support lined up from the business units that should benefit. The presentation itself needs to be concise and free of technical jargon.
Granger-Happ also says to tread carefully without being too clever, recalling the once popular comparison between the relative cost of computers and cars. “You remember that comment that if cars were computers, Rolls-Royces would cost $1,000 and get 100 miles to the gallon?” he says. “It was pretty easy for [someone] to come back and say, But they’d lock your windows every other week and crash without warning.”
Here’s how to make your next budget presentation a winning proposition.
Do Your Homework
For many CIOs, the budget presentation itself is anticlimactic because the budget has already been debated thoroughly during the preparation phase. By the time the CEO sees it, there should be no surprises on either side of the table.
Therefore, CIOs need to view the entire planning process as a chance to communicate with the business side. That means at minimum 60 to 90 days of parsing numbers, organizing projects and setting priorities. The CIO should spend some of this time on diplomatic sorties like lunch meetings with the CFO or with department heads, in order to size up specific priorities, preferences and potential trouble spots on which IT has an impact.
Susan Cramm, an executive coach who was both a CIO and a CFO (and is a CIO columnist), recommends CIOs break their budget into two categories: project-based services and utility-based services. Project services are typically simple to explain—these are the projects the business units want or will get obvious benefits from. Because they can be tied to business results, their purpose is typically clear.
Utilities cover things like the help desk, network costs, software maintenance, hardware and the like that constitute 60 percent to 70 percent of typical IT spending. “It’s a huge number, and that number is a mystery to the organization,” Cramm says. Thus, it’s also the number that causes the most tension between IT and the business side. “The CIO says, Why can’t you just trust me? Why wouldn’t you expect to have to maintain those systems?” Cramm says. “The business side says, That’s a huge, hairy old number—why can’t you explain it to me?”
She suggests CIOs present utility costs as if they were an outsourcer, on a per-department basis, whether it’s for e-mail usage, help desk calls or the network.
Some CIOs manage their budgets as portfolios of investment opportunities in order to lend structure to a budget planning process. Thought it sounds complex, it can be done with a spreadsheet. “It helps you build a business case,” says Keith Kerr, a director at consultancy Robbins-Gioia.
Describing the IT budget as a series of investments that businesspeople can choose from is especially valuable when a company doesn’t have the luxury of normal planning cycles, notes Monte Ford, senior VP and CIO at American Airlines. During his six years as American’s CIO, the company has made a major acquisition, suffered through the teeth of an industry-shaking downturn, endured a recession and struggled with high jet fuel prices. Ford says his budget allocations may shift by as much as 20 percent in a typical year, and managing via portfolio helps him track all the changes. He also makes sure to give the CEO and CFO at least one budget update during the year, which helps the IT department stay on top of how the budget is changing over time.
Business, Not Technology
First, avoid jargon. Instead, explain technology spending in terms the business side understands.
It takes discipline to avoid slipping into tech-speak. Granger-Happ tries never to get into the technical nitty-gritty during a budget discussion. For instance, when someone asks during a budget presentation how a wireless network will help achieve business goals, he avoids talking about its speed or range. Instead, because Save the Children wants to improve network access for 3,400 of its field workers, many of whom are in remote parts of the world, he talks about helping them connect more readily.
Paul Cavanagh-Downs, CIO at Aristocrat, a gaming concern based in Sydney, Australia, observes that getting technical gets you labeled as disconnected from the business.
“The businesspeople will often try to get into the technology, but it’s not a good thing,” he says. There’s no gain for a CIO to explain the differences between, say, a frame relay network and a multiprotocol label switching network (MPLS). “Even if you’re asked the questions, if you answer, you’ll still get labeled as being too technical,” he says. It’s happened to him, and he has business credentials as an accountant who became CIO after a long stint in finance.
Cavanagh-Downs says his tack for avoiding technical discussions during the budget presentation is to pause, then use his answer to reframe the question: What matters is not the technical difference between frame relay and MPLS, but which one offers the business better flexibility or scalability.
At American Airlines, Ford goes one step further and tables such inquiries. When businesspeople ask technical questions, he directs them to prepared reference slides. Meanwhile, Ford keeps budget sessions focused on the business by having his lieutenants who work most closely with American’s business units participate in each business unit’s budget presentations. That strategy lets Ford’s department heads show off their business expertise and prove that IT’s portion of the payroll is going to good use.
Ford does not rely on charts to illustrate the value of IT. “If I’m not doing my job in the eyes of my counterpart [say, the marketing executive], no function point analysis is going to tell him otherwise,” Ford says. Ford cites his current budget planning, in which one emphasis is faster turnaround on assignments. “We think we’re pretty quick, and we’re faster than last year, but there are a couple of business units that don’t agree with that.” So rather than argue back with charts showing how fast IT gets the job done, Ford’s managers will explain how their plans will improve timeliness even more.
Some CIOs do, however, find that illustrating IT performance sometimes helps them make their case. Kevin Kearns, the former CIO and CFO (and now CEO) at Health Choice Networks in Miami, found budget benchmarks to be an effective tool for quelling unrest amongst the board members. As CIO, Kearns made sure the board of the community health center knew his spending, at about 2.5 percent of revenue, was below the industry average of 3 percent to 4 percent of revenue. The comparison helped him get his basic budget numbers passed.
Don’t Forget the Polish
Even though the budget presentation can be a pro forma event, it still has to be good. There aren’t rubber stamps in budget discussions. When all is said and done, Ford says, he expects he’ll be asked to spend slightly less than he’s proposed. Closing the deal in your favor requires a polished performance. Use these tips to shine:
Be succinct. Kearns says that since he’s become a CEO, he realizes how focused presentations need to be. “I have this board, and I have five times the amount of stuff for them than we have time to do.” So Kearns has his CIO give him a detailed presentation about the budget, and then they talk about which things to highlight in the 30 minutes or so allotted to the budget discussion with the board.
Pace yourself. Naomi Deutscher, a presentation coach, encourages executives to speak quickly, but adds that it’s also important to vary your pace. In particular, she recommends pausing after a significant point has been made, or a new topic or slide introduced.
Use slides for emphasis. Deutscher advises that slides contain only a few lines of text—six at the most—and that CIOs use these as talking points rather than reading them off verbatim. Using color or bold text for important points or statements helps get the message across.
Get feedback. Practice giving a budget presentation beforehand, and, if possible, tape yourself. Then, after the presentation, “have a colleague tell you what worked about your content and style, and what didn’t,” says Deutscher. “People don’t do enough to find out what people like and get feedback on what worked and what didn’t.”
But the annual performance is but one point in a continuous exercise. It requires strength in numbers and months of hard work, along with political savvy, corporate tea leaf reading and an understanding of the company’s strategy and IT’s role in it.
Michael Fitzgerald is a freelance writer in Millis, Mass. He can be reached at [email protected].
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Working within nonprofits requires several important skills. One of these is being able to create and present a convincing budget to the board. If your budget is well-informed and presented effectively, the organization will be more successful and sustainable in the long term. Knowing how to present a budget to a board for nonprofits is about more than just number crunching. You can make a bigger impact by combining financial expertise, strategic thinking, and effective communication.
A nonprofit's budget can guide the organization toward achieving its goals. Making it more than a collection of numbers will help to show the board of directors exactly how the proposed spending decisions can lead to better results. However, a comprehensive financial plan will show how resources can be distributed, and income streams can be improved.
Board members aim to act in the best interests of a nonprofit's financial health, and ensure that the organization thrives. Presenting well-crafted budgets, that are clear and easy to understand will give valuable insights into the nonprofit's finances, helping them to make informed decisions that align with the organization's mission and goals. When creating budgets for nonprofit boards, it’s important to find the right balance between showing the impact financial decisions will have on program goals and ensuring the organization's long-term sustainability. The presentation should improve the board's understanding of how each dollar invested contributes to the program goals.
In this article, we look at how to present a budget to a nonprofit board by helping you understand what is required and how to prepare one that is accurate and relevant to the organization. We also look at the best ways to communicate financial information so that all board members can make sense of the information. Whether you're a finance professional, have board membership, or part of the management team, knowing how to present a budget will help your nonprofit achieve financial success and fulfill its mission.
Budgets are an important part of any organization, but especially in nonprofits where good financial management contributes toward making impactful changes within the community, while ensuring sustainability for the nonprofit. The main goals of the budget are to record financial transactions and highlight where revenue will be spent. This will determine how resources will be allocated, and influence decision-making processes. Understanding the nonprofit budget will help to balance financial strategies with project goals and how much the organization can contribute to each specific project.
A nonprofit budget is a thorough financial plan that outlines an organization's predicted revenue, planned expenses, and financial goals over a specific period. Usually, this is annual. It can be seen as an accounting document, but it should also be created as a guide, showing how resources will be used to meet the nonprofit's objectives. Reading beyond the numbers in this budget, the organization's priorities, aspirations, and commitment should be clear.
One aspect of your presentation should be the operating budget. The information should cover the day-to-day expenses that enable the organization's main activities and program delivery. This part of the budget includes categories such as salaries, utilities, rent, supplies, and other ongoing operational expenses. The operating budget should be scrutinized regularly so that adjustments can be made as nonprofit operations continue to grow.
Another aspect is the capital budget which focuses on, long-term investments that improve the organization's capacity or infrastructure. These ventures may include buying new, or upgrading existing facilities, purchasing equipment, or launching new programs. A nonprofit’s capital budget help with planning for big expenses, ensuring that finances are used efficiently to support the organization's growth and sustainability.
Creating a nonprofit budget shouldn’t be seen as financial forecasting; it’s more of a strategic activity that requires a deep understanding of the organization's mission, goals, and the resources required to achieve these. A reliable budget helps nonprofits to set priorities. A budget helps organizations identify and prioritize their most important activities that also meet project critical goals.
By categorizing expenses and revenue streams, nonprofits make the biggest impact while ensuring that funds are used on activities that produce the best results. After distributing to cover the expenses of these activities, they can look at other things further down the list of priorities and make smaller changes that are still important, but less urgent.
Through careful budgeting, nonprofits can be better prepared for the financial risks, allowing them to take measures that address any potential challenges. For example, if a non-profit is contributing to improving education in the community, one challenge may be that students are taking unapproved time off school. The nonprofit might direct funds into a program that identifies and deals with the specific issues causing students to miss school. By encouraging the students to attend school, they can benefit from any programs that benefit their education, and these costs won’t be wasted.
Nonprofit budgets also makes it easier to monitor performance by measuring budgeted figures against actual financial performance. This comparison gives insights into how well the organization is managing its resources and staying on track. Board members and leaders can use the information presented to make informed decisions about resource allocation, program expansions, or strategic adjustments.
Transparency in your budget can increase the trust of donors, the membership team, and the community, by showing a responsible and accountable approach to financial management. The nonprofit sector often faces challenges and opportunities. So your budget should be reviewed and adapted regularly to help your nonprofits respond to unexpected incidents inside and outside of the organization, and to secure new opportunities.
Presenting a nonprofit budget to the board shouldn’t be considered a routine task. While the expenses from the previous and forthcoming year should be factual, storytelling and creativity are still essential aspects of the information. Accuracy and relevance are essential in financial reporting. Your secondary goals include creating a budget presentation that shares your organization’s financial story through numbers and results. This information will help board members make decisions that are connected to the organization's mission and specific goals.
Board members rely on accuracy in these reports to gain insights into the organization's financial health and make decisions that impact its future. The starting point for a strong budget presentation is to use precise and transparent financial data that shares income, expenses, and the allocation of resources with careful detail. Using standardized budget templates tailored to nonprofit structures will simplify the reporting process, and retain consistency and clarity in the presentation of complicated financial information.
To be relevant and understandable to a range of audiences with different skill sets, financial data should follow a narrative that supports the nonprofit's mission. You can increase engagement by providing context for the numbers, and showing how financial decisions linked to program goals have had a broader impact on the community.
Visual aspects are powerful tools when delivering complex financial information. Infographics, charts, and graphs can change your presentation from large chunks of numerical information into more visually appealing stories. This imagery makes it easier for board members to gain the main insights quickly. Whether you’re showing how revenue streams have increased, or describing the distribution of funds across programs, visual information enhances the impact and helps people to remember the information.
Summaries can also help board members without advanced financial knowledge to understand the main content of financial reports. A detailed budget can be broken down into a summary that makes it easier to digest, so the key highlights and challenges stand out. This approach also allows board members to look through the more in-depth details if they choose to. The main points should provide a snapshot of the organization's financial position, drawing attention to the most important achievements, potential risks, and growth opportunities. Use concise language and focus on the most relevant information to keep the attention of members, while informing them of the data they need to be aware of.
Other engaging ways to present financial information can include sharing real-world examples, success stories, or case studies to humanize the data, and show the real impact that financial decisions have on the community. Making the presentation interactive will help to retain the attention of board members. This involvement could be through Q&A sessions or scenario analyses. Providing members with the opportunity to actively participate in the discussion will create an environment where everyone has a clear understanding of the budget’s implications.
As a nonprofit preparing a budget, this should be a collaborative task that includes input from the board of directors, the finance team, and other key stakeholders. It’s likely that no one person will have all the details to make the budget thorough, particularly in a larger organization. So, it makes sense to use the knowledge of leaders from different sections of the nonprofit. This combined effort will create a well-defined timeline and set clear goals that reflect financial realities.
The first step in effective budget preparation is to bring together experts from different departments, to create a collaborative approach that encourages open communication and shared responsibility. Program directors will have extensive knowledge of the organization's operational needs, while the finance team can help to line up expenses with mission goals. By working with other professionals, you can present a budget that addresses the varying needs of the organization and is built on a shared understanding of its mission.
Program directors play a big role in the budgeting process, and can provide insightful information on which resources are needed for programs to be successful. If you arrange a time to have structured discussions with them, they can share their programmatic goals, any possible challenges, and the resources that help with delivering these programs and overcoming challenges. This communication will increase the accuracy of budget projections and may lead to insights you hadn’t previously considered.
The finance team can also be helpful as they have expertise in fiscal management, and often have to consider the budget when the nonprofit is working towards a goal. Working closely with program directors, the finance team helps look at the monetary implications of program initiatives, ensuring that proposed budgets are realistic and don’t risk the financial health of the organization. By communicating with and gathering feedback from the finance team, you can create budgetary projections that address any discrepancies.
Nonprofits can be extremely busy and although budgets need to be prepared carefully, time is a luxury that you may not have. By defining a clear timeline with milestones as you work towards completion, you can stay focused on the task and ensure you’re on track. Communicating with other team members early in the process will allow them to set aside time to share their knowledge.
We’ve already established that effective budget preparation should align financial goals with the nonprofit’s objectives. To achieve this, you need to set clear and measurable goals for both financial and mission outcomes. Establishing a direct link between resource distribution and the impact of programs and other charitable efforts, helps organizations to show how an investment in certain activities contributes directly to their mission. Reaching goals helps when assessing how successful previous efforts have been, and projecting how impactful proposed endeavors are likely to be. For example, one particular activity might seem like a good outlet to spend money on. However, someone in the organization might have insight into why another activity could be more successful.
Communication is essential when preparing a budget. Regular meetings, updates, and feedback sessions ensure that everyone stays informed and is invited to contribute to discussions. Some parts of the budget can be adapted, based on input from people with relevant knowledge and experience. This will help to create a budget that has the potential to achieve the most positive outcome and be approved by the board.
Communication is also important when sharing your budget. Rather than give a routine presentation, dialogue should be used to help board members make better decisions. Therefore, it’s crucial to tailor the presentation to the audience's knowledge level, so that everyone, regardless of their financial background, understands the essential aspects of compliance, evaluation, planning, and actionable insights.
Board members who have a clear understanding of financial compliance are much better equipped to maintain the organization's integrity and follow legal and regulatory standards. By presenting compliance information that outlines the nonprofit's financial policies, procedures, and any legal requirements that impact financial reporting, you help them understand any limitations and the reasoning behind the budget. This may include tax regulations, reporting obligations, and accounting standards that are specific to the nonprofit sector.
Board members need to be aware of the financial health of the organization. You can inform them by presenting key performance indicators, financial ratios, and trend analyses. These evaluative metrics may include the impact of previous fundraising efforts , administrative efficiency, and program outcomes. Providing an in-depth view of financial performance helps board members to review the organization's overall effectiveness in achieving its mission, and how the proposed budget continues this work.
Financial planning can make all the difference to a nonprofit's sustainability. Presenting the budget and future financial projections can lead the board toward understanding the organization's priorities and the challenges it might face. This section of your presentation should include short-term as well as long-term financial planning, by connecting financial distribution to specific program goals. Highlight potential risks, but outline contingency plans to show that the budget has been well-informed, and can actively contribute to strategic decision-making.
Financial information needs to inform, but it should also inspire action. You can present actionable insights by translating financial data into tangible steps. You may highlight opportunities for diversified funding sources, to avoid relying on one or two main sources. You can also share ways that resource allocation can be increased. For example, by using volunteers whenever possible, to reduce costs,and reaching out to local businesses for free or reduced resources. Financial challenges should be addressed rather than ignored, and the presentation should leave the board informed on which actions can contribute to the nonprofit's success.
Recognizing the diverse backgrounds and expertise of board members will help you communicate better with them. Tailoring your presentation to the audience's knowledge levels ensures that everyone can actively participate in the discussion. Some members will have limited financial experience, so providing context, definitions, and examples can keep them engaged. If you’re speaking to an audience made up of financial experts, providing more intricate details could be a better option. Often, the audience will be mixed, so you will need to find a balance that addresses everyone without talking down to those who are more knowledgeable.
The best approach to creating an effective budget is to combine realistic insights, historical context for the previous year, and a complete understanding of financial dynamics, gained through talking to different leaders and team members.
Realism is the best way to present a successful budget. While it’s great to be optimistic and to aim high, grounding the budget in reality will build credibility and trust. Begin by examining the data of past successes or failures and look for any patterns. Using this data-driven and analytical approach sets the foundation for realistic projections, helping board members understand the financial implications. Using method in budgeting also means acknowledging uncertainties and creating contingency plans to demonstrate a proactive approach to risk management.
It’s true that things progress over time, but basing the budget on historical data can still provide insights that help with decision-making. You can analyze trends in revenue streams , fundraising efforts, and program expenses over the years, as well as progression and predicting possible changes in the near future. By understanding the historical patterns, it’s possible to take an educated guess and make informed decisions about resource allocation and changing priorities. Historical data can help to guide the organization through the budgeting process.
Your presentation can also show non-monetary contributions that your nonprofit relies on. This expands on the organization's resources. These can be the time donated by volunteers, and goods, or in-kind to increase fundraising, such as marketing services, provided by local businesses or supporters. These contributions play a big role in achieving the nonprofit's mission. Clearly quantifying this non-monetary support helps board members to gain a better understanding of the organization's assets, and the community effort involved.
Although profit and loss statements can offer valuable insights, cash flow statements provide a real-time understanding of the organization's liquidity and ability to meet short-term obligations. This focus on cash flow improves short-term planning and the nonprofit’s ability to address immediate and often unexpected financial needs, making it more resilient.
What role does collaboration play in the budgeting process for nonprofits.
Collaboration makes the budgeting process more informative. Involving program directors and the finance team creates a presentation that demonstrates a strong understanding of the organization's needs and capabilities.
A thorough nonprofit budget presentation should include detailed income and expense breakdowns, historical financial data, goals, and a clear narrative that connects financial decisions to the organization's mission. Visual aids, summaries, and projections are also valuable components, as well as easy-to-understand summaries.
Acknowledging potential challenges and risks and including contingency plans will show a proactive approach to risk management. Realism in budgeting, based on historical data and informed projections, helps board members understand and overcome potential challenges effectively.
The effective presentation of budgets to nonprofit boards improves the organization’s transparency and leads to informed decision-making. Delivering financial strategies with clarity and realism, and making these engaging, will help board members to understand the finances of the nonprofit. Transparent budgeting presentations increase trust, and ensure that financial goals meet the nonprofit's missio n. For organizations to make a lasting impact in communities and beyond, budget presentation has to ensure that every investment contributes to the commitment to the community and the overall mission.
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Solution. Detailed budget proposal: Transition into the core of your presentation by presenting your budget proposal in detail. Use clear and concise language to explain the various components of your budget. Avoid overwhelming your audience with too much information; instead, focus on the key aspects.
Using this step-by-step approach will help you convince executive leaders that every component of your budget is absolutely necessary to run your department and meet company goals. 1. Reevaluate company and departmental goals. Before determining your annual budget, go back and review your company's and department's goals.
2. Start with a summary. Begin your presentation with a concise budget summary. This is your opportunity to give decision-makers a quick snapshot of what to expect. Think of it as the "elevator pitch" for your budget. Keep it short, sweet, and impactful. . 3. Use charts and graphs.
The first step is to create a new PowerPoint file. In the file menu, go to Design > Page Setup > Custom. In this dialogue box, make sure the dimensions are the size of your desired video. We recommend 1080×1080 or up because most social platforms do take square format, but you can search online for the current sizes.
Budget presentations are an essential part of any organization's financial planning and management. They are the means by which you communicate your budget proposal to your stakeholders, such as your boss, your team, your clients, or your investors. ... and giving a brief overview of your main points. You also need to establish rapport with ...
When you need to make your case to managers or executives for additional resources, a budget proposal presentation is an essential tool. Your presentation should explain your idea, what obstacles you may come across, and why your desired budget is necessary for your project. Use a budget proposal presentation to: Gain funding for your department.
A budget presentation is a crucial communication tool that can help you convey your financial plan and goals to your audience, whether they are your managers, investors, clients, or employees. ... also practice your presentation with a feedback provider, such as a colleague, a friend, or a coach, and ask them to give you constructive and honest ...
Let's dive into the key stages of crafting an impactful budget forecast presentation: . 1. Start with a clear template. Template: Begin with a budget forecast presentation template. Powerpoint: Consider using PowerPoint or Google Slides. Download: Download a forecasting PowerPoint template for ease.
A budget report is a document that communicates the results of your budget model to your audience. It is an essential part of any budget presentation, as it summarizes the main assumptions, inputs, outputs, and recommendations of your budget analysis.A clear and concise budget report can help you persuade your stakeholders to accept your budget proposal and support your project or initiative.
Tip #11. Maintain clarity throughout your slides. In your company budget presentation, be clear about what you are asking from investors, whether it is funding for a specific project, expansion, or any other business need. Tip #12. Encourage questions and discussion.
The graphics in this blog are a part of our budget proposal graphics collection. This deck contains budget presentation examples, 38 data charts, dashboards, and diagrams to present financial summaries and forecasts for a corporate organization. See the whole slide deck here: Annual Budget Financial PPT Template.
How do you start a budget presentation? State the existing available budget figures. This is, usually, a summarized, approximate company or project budget sum for a year, quarter, month, or any other fiscal period. You can also point out the percentage of budget growth or decline as compared to the previous fiscal period's numbers to give a ...
3. An Understandable Presentation is a Good Presentation. You spend your days in the thick of your district's data. You understand the financial landscape of your schools in a way few others do. So it's up to you to break down the complexities that otherwise come naturally to those in your position.
3. Be Ready to Play Defense. Although it's important to have a well-rehearsed, carefully crafted business PowerPoint presentation for your budget presentation, it's more important that you are ready to defend your position. Expect leadership to interrogate your plan, your data, and your thought process. Be ready to answer questions while ...
Template 10: Gap Analysis Budget Control Presentation. This PowerPoint presentation can help you shed light on all the gap-related issues and the changes to consider. This complete deck with 17-slides also lets you talk about the change management cost, control, and budget to reduce any gap.
Budget Proposal Presentation Template. Propose a well-structured and clear budget with this adaptable presentation template. Designed for financial managers, accountants, project managers, and other business professionals, this fully editable template aids in presenting budget proposals. It includes sections for budget breakdowns, cash flow ...
Creating and presenting a library budget is a cyclical process of listening to the community, working with decision-makers, telling compelling stories about your library - and bringing all these elements together in a budget presentation….and then starting all over again. This page will give you tools, examples and perspectives to make presenting a library budget easier, and to help make ...
This free budget PowerPoint can be used for budgeting, cash flow, and accounting. It's file size is 297 KB. 6. Corporate Executive. The budget PowerPoint template is in ZIP format and a file size of 398 KB. This budget template has a business man silhouette with a blue curved line effect and gray background.
Use these tips to make a financial presentation interesting and make sure people listen to what you have to say. 1. Communicate the story behind the data. People respond to stories better than data and figures. When you plan your business presentation, plan to tell the who, what, when, where and why behind the numbers.
Practice giving a budget presentation beforehand, and, if possible, tape yourself. Then, after the presentation, "have a colleague tell you what worked about your content and style, and what ...
Learn how to create nonprofit budget presentations that inform decision-making. Strategies to create transparent, engaging, and realistic budget presentations that fit with the financial goals and your nonprofit's mission. Increase your organization's financial position and empower board members with a deeper understanding of the revenue and outgoing costs.
Watch this video for three ways to help you create a budget and save money. 50/30/20 rule When it comes to basic budgeting, an online 50/30/20 calculator is a good place to start.