Performance-Based Budgeting | The Performance Institute

Financial Performance Reporting
June 9–10, 2010 | Arlington, VA

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Course Description

Learn how to formulate, justify and execute your budget
Implement budget-performance integration to ensure resources are being used and allocated effectively
Provide justification for your agency’s budget request by detailing the expected results of an activity

PerformanceBasedBudgeting

Building a Performance-Based Budget: Ten Steps Using the Logic Model

Credits

CPE Credits: 12
Delivery Method: Group-live
Program Level: Basic
Prerequisites: None
Advanced Preparation: None
Length: 2 Days
Tuition: $869

Course Availability

Click on Course Offerings to Register

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P782 October 28–29, 2010 in Arlington, VA
P792 December 8–9, 2010 in Arlington, VA
P801 March 24–25, 2011 in Arlington, VA

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Course Agenda

Module 1

Performance-Based Budgeting: Formulate, Justify and Execute

Identify the characteristics of results-oriented justifi cation
Learn how to do more with less during times of fi nancial constraint

Module 2

Evaluate the Different Types of Performance-Based Budgets

Understand the different ways that you can present performance information in a budget:
- Example 1: Traditional Activity-Based Budgets
- Example 2: Strategic Plan Summary with Traditional Activity-Based Budget
- Example 3: Cross-Walking between Budget and Performance Plan
- Example 4: Integration of Performance Plan and Budget
- Example 5: Forecasting Performance for Different Budget Levels

Module 3

Create a Performance-Based Budget: A Seven-Step Process to Integrate Performance and Budget Information

Step 1: Develop/Align to Strategic Plan (Mission, Outcomes, Strategies)
Step 2: Determine Outputs (By Program) for Each Strategy
Step 3: Defi ne Activities to Deliver Outputs
Step 4: Calculate Full Costs (Direct/Indirect for Each Output)
Step 5: Identify Cost Effi ciency Improvements
Step 6: Set Performance Targets (Revise after Budget Finalization)
Step 7: Presentation of the Budget Justification

Module 4

Align Resource Consumption with Organizational Goals and Objectives

Analyze your program’s mission and identify duplicate programs that are a misuse of resources
Evaluate budgetary alignment with program goals as outlined in the strategic plan
Improve the dialogue between the resource requestor (your organizational) and the resource appropriator (Congress)

Module 5

Track, Monitor and Evaluate Program Spending

Examine where your budgetary resources are going
Monitor your program spending to see if your resources are being used effectively
Justify program spending by showing how your resources are contributing to the mission of your agency

Module 6

Overcome the Challenges of Implementing a Performance-Based Budget

Discover why performance-based budgets are sometimes hard to execute
Learn strategies to overcome barriers in performance budgeting
Examine ways to hold multiple actors accountable for jointly produced results