Streamline Your Budget Process - Summer 2014 NCLGBA Conference

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Streamline Your Budget Process - Summer 2014 NCLGBA Conference

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  • Streamline Your Budget Process - Summer 2014 NCLGBA Conference

    1. 1. Tonya Walton, Orange County Streamlining the Budget ProcessS T R E A M L I N E YOUR BUDGET PROCESSTonya Walton, Or ange C ounty tw alton@ or angecountync.gov 2 0 1 4 N C L G B A S u m m e r C o n f e r e n c e
    2. 2. Step 1: Assess your resources. What do the next 12 months look like for us? Time1 Can we realign funds this year? Money2 People Who are our internal & external supporters?3 Technology What hardware, software and skillsets are available to us? 4
    3. 3. Exercise – Resource Assessment Resource Key Questions Consider Time What does the next 12 months look like for us? • Usual event cycle • Significant circumstances Money Can we realign funds this year? • How much (e.g. $100, $500, $1,000) People Who are our internal and external supporters? • Strong external relationships New/transitioning staff Technology What hardware, software and skillsets are available to us? • Current technology-what is it doing/not doing • Scheduled upgrades • Current mastery level of existing technology
    4. 4. Step 2: Identify your problem areas. • Method 1: Brainstorm. • Method 2: Use preexisting categories. Problem Area Consider Timeline Length – too short, too long? Documents Soliciting information from departments; Published documents Decision-Making Benchmarking; Performance Assessment CIP Process Project management; Prioritization; Capital assessment Communication Gaps in process; Pre-process discussions
    5. 5. GFOA Topic Areas & Budget Award Resources: www.gfoa.org/topics www.gfoa.org/budgetaward
    6. 6. Step 3: Select your project. • Which projects to select? • Situational Factors – Tipping Point – Low-Hanging Fruit • 80/20 Principle • Strategic Plans
    7. 7. Exercise – Problem Identification & Project Selection Problem Area Consider Timeline Length – too short, too long? Documents Soliciting information from departments; Published documents Decision-Making Benchmarking; Performance Assessment CIP Process Project management; Prioritization; Capital assessment Communication Gaps in process; Pre-process discussions 1.Situational Factors 2.80/20 Principle 3.Strategic Plans • Project Selection
    8. 8. Step 3: Select your project. • Which projects to select? • Situational Factors – Tipping Point – Low-Hanging Fruit • 80/20 Principle • Strategic Plans • Leading Change • Daring Greatly (Brown) • The Energy Bus (Gordon) • See Additional Resources folder for more details
    9. 9. Wrap-Up 1. “Streamline” 2. Session Objectives 3. Remember: Do not let the perfect be the enemy of the good. Projects Resources Problems
    10. 10. Questions Tonya Walton Budget & Management Analyst, Orange County twalton@orangecountync.gov

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