Set up a budgeting process checklist

If you're looking to get your finances in order, one of the best places to start is by creating a budget. A budget can help you track your spending, save money, and reach your financial goals. Creating a budget doesn't have to be complicated or time-consuming. With a little planning and some discipline, you can easily create a budget that works for you. Not sure where to start? Use our budgeting process checklist to help you get on the right track. 

  • (1) Define your organization's strategic goals.

  • (2) Determine the resources (e.g. financial, human, physical) required to achieve these goals.

  • (3) Create a budget that allocates resources to specific activities or programs that will help achieve the goals.

  • (4) Regularly monitor and evaluate the budget to ensure that resources are being used efficiently and effectively to achieve the goals.

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