Planning For ExcellencePlanning For ExcellenceBudget & FinanceBudget & Finance

MEMBERSHIP ORIENTATION

October 10-14, 2007

San Antonio, TX

Sharon Eddings, PMNSEddings@suddenlink.net

936-788-2006281-793-5675

Chapter BudgetsChapter BudgetsAnnual ReportAnnual Report

Your 1st TO DO ~ Budget Planning

PARTICIPTATE on your Chapters Budget Committee

Use 2007 Budget & YTD info as guide

Use Annual Plan as a guide

Chapter Budgets Chapter Budgets Annual ReportAnnual Report

WHY?

Gives Governing Board a roadmap to follow based on what has been budgeted for 2008

Puts your Chapter on the right track for planning a successful year

Budget ~ WhatBudget ~ What’’s Includeds IncludedRevenue

Monies carried forward from previous year(s)

Membership Money (# of Nat’l Members x Local Dues)

Advertiser Money (Annual / Monthly Advertisers)

Ways and Means Money (Money from Chapter Events)

Local Affiliate Memberships (# of Affiliates X Annual Affiliate Dues)

Other Revenue:

Budget ~ WhatBudget ~ What’’s Included?s Included?

Expenses

Awards (Member of the Year, etc.)

Bank Service Charges

Discretionary Fund (Flowers, Memorials)

Education (MCE classes, PMN course)

Membership Committee (Orientations, Pins, etc.)

Budget ~ Expenses (cont.)Budget ~ Expenses (cont.)

Expenses

Monthly Programs (Luncheon Expense)

Newsletters (Printing / Design Cost)

Leadership Development – (Officer Travel to State and National Meetings)

Leadership Orientation (National LO for PE, State MO for officers & committee chairs)

Website (Set-up, Monthly Fees)

Budget ~ Expenses (cont.)Budget ~ Expenses (cont.)

Expenses

Office Supplies (Postage, Printing)

Professional Services (Insurance, CPA)

Strategic Initiatives (Education Scholarships, Funds for non-officer members to attend State/National meetings

Ways & Means Expenses

Other Expenses:

Take your Chapter to New Heights &

a Well Planned 2008!