Sample Budget Planning Calendar

Based on a July 1 to June 30 Fiscal Year

December Establish goals and objectives for coming year based on staff, community and other input.
  Distribute goals and objectives with request for appropriate strategies.
January Review strategies and budget requests.
  Prioritize objectives determined in December.
  Assign committee to work with the director to prepare a draft budget for review.
  Reconfirm projected revenue information.
February Review draft budget prepared by director and committee.
March Consider holding a public hearing on draft preliminary budget.
  Adopt preliminary budget.
April Submit preliminary budget request or certified budget to funding body.
May Continue to work with submitted request or budget.
  Adopt final budget for next year and submit it to appropriate authority (if possible).
June Review and finalize any adjustments in closing out the present year.
July Review goals and objectives.
December Review budget report each month.