Resource: 3 Month Non-Profit Budget Workplan (UX3)

 
 
Get the 3 Month Workplan in Google Sheets!

WELCOME!!

This is Amy's high level overview of what she uses when building budgets each year - what to do, when to do it and who might be responsible for each.

Start from where you are and work backwards to give yourself all the space (including allowing for all the end of year things that come up - reviews, last minute fundraising, etc.

AND - we’ve added in Jitasa’s Budget Template to the Google sheet template if you need a place to start.

Take what’s helpful and make it your own!!!

 

Example Workplans



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Scripts for your Budget Convos!

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(UX 3) Budget-Building That Delivers