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lista de verificação de orçamento

Budget Planning

Identify the purpose and timeframe for the budget planning process

Gather relevant financial data from previous budgets and actual expenditures

Analyze financial trends and identify potential areas for cost savings or investment

Set budget goals and objectives in alignment with the organization's overall strategic plan

Consult with department heads and key stakeholders to gather input and insights

Estimate revenues and allocate resources based on projected needs and priorities

Review and adjust the budget based on feedback and organizational priorities

Expense Categories

Categorize expenses into relevant categories such as salaries and benefits, recruitment, training, employee engagement, etc.

Define subcategories within each expense category for better tracking and analysis

Determine the allocated budget for each expense category based on historical data and departmental requirements

Consider any specific budget requirements or constraints for certain expense categories

Personnel Costs

Estimate salary and benefit expenses for each position within the organization

Consider any potential changes in staffing levels, promotions, or salary adjustments

Account for payroll taxes, insurance premiums, and other related costs

Review and adjust personnel costs based on any expected changes in the workforce

Non-Personnel Costs

Identify non-personnel expenses such as office supplies, technology, travel, marketing, etc.

Estimate the budget for each non-personnel expense category based on historical data and anticipated needs

Consider any upcoming projects or initiatives that may require additional resources

Review and adjust non-personnel costs based on organizational priorities and budget constraints

Contingency Planning

Set aside a contingency budget to account for unforeseen expenses or emergencies

Determine the appropriate percentage or amount for the contingency budget based on organizational risk tolerance

Regularly evaluate and update the contingency budget throughout the budget period

Review and Approval

Compile all budget information and present it to the relevant stakeholders for review

Address any questions or concerns raised during the review process

Revise the budget as necessary based on feedback and final approvals

Communicate the approved budget to all relevant departments and stakeholders

Monitoring and Reporting

Establish a system for tracking and monitoring budget performance throughout the fiscal year

Compare actual expenses against budgeted amounts on a regular basis

Generate reports to analyze budget variances and identify areas of concern or improvement

Communicate budget reports to department heads and senior management for transparency and accountability

Conduct periodic budget reviews to assess the effectiveness and relevance of the budget plan

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