Budget Presentation Template
Transcript of Budget Presentation Template
PLANS AND BUDGETS2008
Name of Faculty/School/ Centre/Department/Unit
CONTENT
1. Executive Summary 2. Activity Report3. Performance Report
for 2007 4. Plans & Budget 20085. Strategies, Objectives,
KPIs and Initiative6. Budget for 20087. Issues
1.0 EXECUTIVE SUMMARY
1. EXECUTIVE SUMMARY
• 2007 Financial performance summary (Revenue, OPEX and Contribution).
• 2008 total requested budget, in table form, to show % increase from last year actual amount.
2. ACTIVITY REPORT
2.1 PLANNED ACTIVITIES BUT NOT IMPLEMENTED
2.2 UNPLANNED ACTIVITIES IMPLEMENTED.
3.0 PERFORMANCE REPORT 2007
* This is an example of KPIs for faculties, for other department please use your own KPIs
3.1 Financial Perspective
BUD. A.L.Y
1 Total Revenue2 OPEX3 Gross profit margin4 Revenue Per Student5 Cost Per Student6 Contribution Per Student
FINANCIAL MEASURES
YEAR TO DATE (JANUARY - DECEMBER 2007)
ANTICIPATED ACTUAL
BUDGET% OF ACTUALDESCRIPTION
3.1.1 Financial Perspective Highlights
* This is an example of KPIs for faculties, for other department please use your own KPIs
3.2 Customer PerspectiveDESCRIPTION
BUD. A.L.Y
CUSTOMER MEASURESCUSTOMER MEASURES
1 Number of active in service students 2 % of new students3 Student Satisfaction Index4 No of New Programmes5 Attrition Rate6 Failure Rate7 No. of complaints/No. of active students
YEAR TO DATE (JANUARY - DECEMBER 2007)
% OF ACTUALANTICIPATED ACTUAL
BUDGET
3.2.1 Customer Perspective Highlights
* This is an example of KPIs for faculties, for other department please use your own KPIs
3.3 Internal Process PerspectiveDESCRIPTION
BUD. A.L.Y
INTERNAL PROCESS MEASURES
1 Students/Tutor Ratio - - - -
2 Students/Support Staff Ratio - - - -
3 Tutor/Support Staff - - - -
4 Average rating of modules - - - -
5 % of internal processes have been improved - - - -
6 Number of innovative processes introduced - - - -
7 Average time taken to resolve a problem - - - -
8 Average no of modules written/moderated per academic staff - - - -
9 % of e-content courses - - - -
10 % of academic staff who are SMEs/Tutors - - - -
11 Average no. of modules per academic staff - - - -
12 No. of programmes offered* - - - -
13 No. of modules offered - - - -
14 No. of part-time Tutors - - - -
15 No. of modules developed - - - -
16 Tutor Ratings - - - -
YEAR TO DATE (JANUARY - DECEMBER 2007)
% OF ACTUALANTICIPATED ACTUAL
BUDGET
3.3.1 Internal Process Perspective Highlights
* This is an example of KPIs for faculties, for other department please use your own KPIs
3.4 Learning & Growth Perspective
DESCRIPTION
BUD. A.L.Y
EMPLOYEE LEARNING & GROWTH
1 Research Publications - - - -
2 Conference Presentations - - - -
3 % of Academic Staff Training Expenditure - - - -
4 % of Support Staff Training Expenditure - - - -
5 % of academic staff attended training - - - -
6 % of support staff attended training - - - -
7 % of Staff involved in Supporting Other Departments - - - -
YEAR TO DATE (JANUARY - DECEMBER 2007)
% OF ACTUALANTICIPATED ACTUAL
BUDGET
3.4.1 Learning & Growth Highlights
4.0 PLANS & BUDGET 2008
4.1 VISION
4.2 MISSIONS
4.3 SWOT ANALYSIS
4.3.1 STRENGTHS
4.3.2 WEAKNESSES
4.3.3 OPPORTUNITIES
4.3.4 THREATS
5.0 STRATEGIES, OBJECTIVES, KPI’S AND INITIATIVES FOR 2008
5.1 STRATEGY MAP
Strategies Objectives KPI
Targets
InitiativesQ1
Q2
Q3
Q4
5.2 Financial: What are the financial measures of our success
5.3 Customer: To achieve financial objectives, how do we satisfy our customers?
Strategies Objectives KPI
Targets
InitiativesQ1
Q2
Q3
Q4
5.4 Internal Process: To satisfy our customers, what business processes must we excel at?
Strategies Objectives KPI
Targets
InitiativesQ1
Q2
Q3
Q4
5.5 Learning & Growth: How will we sustain our ability to change and improve?
Strategies Objectives KPI
Targets
InitiativesQ1
Q2
Q3
Q4
6.0 BUDGET FOR 2008
6.1 OPEX
6.1.1 Principal Activities
Principal Activities Budget (RM)
1.
2.
3.
4.
5.
Total
6.1.2 Human Resource Plan
Position 2007 New 2008 Total 2008
1. Professor
2. Manager
3. Executive
4. …
5. …
Total
6.1.2.1 Human Resource Budget
2007(RM)
2008(RM)
Increase %
6.1.3 Administration Budget
Items 2007 2008 Change %
1.
2.
3. …
4. …
Total
6.1.4 Support Activities Summary
Support Activities Budget (RM)
1. HR
2. Administration
Total
6.2 CAPEX
Items 2007 2008 Change %
1.
2.
3.
4. ….
Total
6.3 SUMMARY OF TOTAL BUDGET
Item 2007 2008 Change %
1. OPEX
2. CAPEX
Total
7.0 ISSUES