 Master
Budget Planning Checklist & Worksheet
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Budget Planning Checklist: Adobe
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Purpose
The Master Budget Planning Checklist & Worksheet serves two important
purposes:
- First, it is a planning and management tool to guide you in
developing and ultimately implementing a successful grant-funded project
or program; and
- Second, it becomes a source document that you
will draw from over and over again as you prepare budget forms for
specific grant
applications.
A program budget should reflect the total value of all the resources
required to successfully achieve your intended outcomes – in other
words, to do what you say you want to do. The Master Budget Planning
Checklist & Worksheet helps you build your project budget from the
bottom up, making sure you include the value of all necessary resources
and aren’t overlooking any key items.
Using the Worksheet
The Master Budget should be as detailed as you can make it. Later, you’ll
be pulling selected information from it for your specific grant applications,
in accordance with the guidelines of your funders. To work with this
form, simply go through the Checklist & Worksheet line by line and
ask yourself: “Is this item a necessary resource for achieving
our intended outcomes?” If the answer is “no,” then
cross the item off – you won’t include it. If the answer
is “yes,” then fill in the blanks across the worksheet.
- Item and Description/Calculations: Self-explanatory.
- Match: Enter
the dollar value that reflects the actual cash value or fair-market
value of all resources that are already committed
to your project. This includes volunteers; donated equipment and
materials; cash from other sources; partner resources; furniture
you already own;
etc.
- Grant Funds: This reflects the value of resources (cash or
non-cash) that you don’t yet have committed to the project – in
other words, that you are seeking through grants and other fundraising.
- Total Resources: This column shows the total of “Match” and “Grant
Funds” – in other words, the total value of each resource.
Master Proposal Budget Summary
Use this sheet to carry forward summary information from your detailed
budget, and also to capture information about anticipated sources of
funds to support your program or project.
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