[insert Unit Name]FY’15 Budget Planning

Administrative Unit Budget Hearing

[insert Date]

[Insert Unit Name][Insert Pictures, quote or message]

Presentation Outline• Preliminary Overview

• Context Purpose: Vision, Mission, Overall strategic goal Services Provided Beneficiaries

• Historical Perspective – FY’13 Priority Initiatives of the prior fiscal year Was our unit over/under budget? Challenges faced in FY’13

• Current Fiscal Year Plan – FY’14 Strategy/plans to address the challenges during FY’14 Major Goals Initiatives for current year Current year challenges

• Goals and Objectives - FY’15 • Presentation Meeting

• Investment Template • Major resource needs for FY’15 by priority• Funding methods• Benefits vs. Risks• Attachments

Context: PurposeVision:

Mission:

Overall strategic goal:

Context: Services provided

Key Services Provided by [Insert unit name here]

Service Type I

Service Type 2

Service Type 3

Service Type 4

Service Type 5

Service Type 6

Service Type 7

Service Type 8

Service Type 9

Example: Administrative and Financial Oversight

Service Type 11

Service Type 12

Context: Beneficiaries Internal customers

External customers

Serving….

• Over XXXX Students

• XX Colleges

• XX Full-Time Faculty

• XX Employees

• XX Buildings

• Xx acres

Historical Perspective – FY’13

Priority Initiatives of the prior fiscal year

What we were able to accomplish- Accomplishment 1- Accomplishment 2- Accomplishment 3- Accomplishment 4

Activities that are being moved forward to future years- Future Accomplishment 1- Future Accomplishment 2- Future Accomplishment 3- Future Accomplishment 4

Historical Perspective – FY’13

Was our unit over/under budget?

Explanation

Historical Perspective – FY’13

Challenges faced in FY’13

Explanation

Perspective – Current FY’14

Strategy/plans to address the challenges during FY’14

Explanation

Perspective – Current FY’14

Major Goals/Initiatives for Current year

Explanation

Perspective – Current FY’14

Current year challenges

Explanation

Goals and Objectives – FY’15• Measurable:Goals & Objective 1

• Measurable:Goals & Objectives 2

• Measurable:Goals & Objectives 3

• Measurable:Goals & Objectives 4

• Measurable:Goals & Objectives 5

Goals and Objectives – FY’15• Measurable:Goals & Objective 6

• Measurable:Goals & Objectives 7

• Measurable:Goals & Objectives 8

• Measurable:Goals & Objectives 9

• Measurable:Goals & Objectives 10

Investment Template This slide is a placeholder to show where the investment template spreadsheet will be placed in your presentation. Do not use the slide. Provide your spreadsheet separately. When submitting electronically, include your excel workbook with the PowerPoint presentation.

Major resource needs for FY’15 by priorityPriority 1

Priority 2

Priority 3

Priority 4

Priority 5

Funding methodsRevenue Development Reallocation of Existing

Resources

Benefits vs. RisksKey benefits if funded Risks if not funded

Attachments

• Attach your Organizational Chart as a separate document. Do not load it onto a slide. Please insert at the back of the presentation. Use the formats that have been submitted in previous years.

• If you are making changes to your organizational chart in FY15, a staffing plan should be included. In a paragraph or two, explain what is changing and why the changes are occurring.