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Budget Checkup – The Calendar

Whitepaper |

YOUR QUARTERLY GUIDE TO BUDGET MAINTENANCE AND REVIEW

Budget staff and stakeholders have set tasks they need to perform for your organization to maintain the health of your budget in real time throughout the year and in the future.

Many scheduled tasks are recurring on a monthly or quarterly basis, ensuring continued input and review from stakeholders. Yet, some expenses need to be carefully managed at different times of the year. A properly prepared budget review and regular “checkups” will keep your nonprofit on schedule and allow you to achieve your mission.

To ensure you remain on track and are prepared for your new fiscal year, we’ve crafted a checklist of recommended actions. In this calendar you’ll find:

  • Budget Review: Quarterly monitoring and revising checklist
  • Monthly and quarterly recurring tasks
  • Fiscal year-end budget preparation schedule
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