Presentation on "Budget Kickoff" strategies by Brian Barnett, Town of Mooresville, for Winter 2013 NCLGBA Conference (December 11, 2013)

1. Budget Kickoff
Town of Mooresville
Brian Barnett, Deputy Finance
Director
Mooresville
Finance

2. Budget Kick-Off at My House
Mooresville
Finance

3. Low Key / Laid Back
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It’s That Time of Year Again
No Giant Roll Out
Not Super Formal
Chill, Cool, Collective
Be Supportive!
Mooresville
Finance

4. Overview
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Budget Calendar
Central Depository
Training
Be Supportive, Build Trust
Mooresville
Finance

5. Calendar
• Introduce Budget Calendar
– January: Open Budget Financial Software, Training
Sessions, Budget Work Sessions
– February: I.T. & Personnel Request Due, Lockdown
Software, Annual Board Retreat
– March: Departmental Budget Sessions with
Budget Committee, Build Revenue Projections
Mooresville
Finance

6. Calendar
• Introduce Budget Calendar
– April: Vehicle Committee, Draft Budget
– May: Present Draft Budget,
Commissioner/Department Meetings, Present
Manager’s Recommended Budget
– June: Budget Public Hearing, Approve Budget
Mooresville
Finance

7. Central Depository
• Interdepartmental Network Folder
– Instructions
– Departments Save Files
– Information Technology Request Submitted to IT
– Personnel Request/Changes Submitted to HR
– CIP Request (Submitted in November) are Moved
to Depository
Mooresville
Finance

8. Training
• Handouts
• Computer Lab Training
– How to enter request
into financial software
(Munis)
• On Site Training
Mooresville
Finance

9. TRUST
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Year Round
Helps to Ease Nervousness
Stop Snowballing
The Simpler, The Better
Mooresville
Finance