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Strategic Budgeting 101

Strategic Budgeting 101

New to managing a departmental or project budget?  Need to justify funds or develop a budget plan?  Budgets are about more than spending: strategically crafted budgets should articulate your priorities. This short course will teach our strategic approach to developing and managing departmental or project budgets.  Learn to use zero-based budgeting to justify your funding needs, apply our "POP" approach to budget planning, and successfully track your budget for maximum flexibility.

Don't miss out
Learn how to strategically manage your budget!

One-Time Payment

$95 once
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Payment Plan

3 payments of $33/month
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Table of Contents

Strategic Budgeting
Beyond Spending
Zero-based budgeting
POP Budgeting
Introduction to POP Budgeting
People
Operations
Products/Processes/Projects
Putting POP Together
Justifying your Budget
Articulating Value
Budget Justifications
Completing the Cycle
Beyond Accounting and Receipts
Budget Review
Wrap-up and Review
Strategic Budgeting 101 Review
Course Feedback

More about the Course

Course Delivery and Accessibility:

This course takes 2-3 hours to complete, with at least 1 hour spent in practices, reflections and activities.  It is self-paced, comprised of text, audio files (with transcripts) and images (with textual image descriptions), and includes downloadable PDF handouts.  There are also embedded example spreadsheets (via Google Sheets) and downloadable Microsoft Excel files (with PDF versions).  You may want access to a spreadsheet program like Excel or Google Sheets.

About Your Facilitator:

This course was developed by Jami Yazdani, Founder & CEO of You Can Leadership.  With more than 14 years in leadership and supervisory roles in higher education (and several years in the corporate world in Accounts Receivable departments), Jami has managed budgets and accounts big and small, advocated successfully for budget increases, and efficiently used funds during budget downturns.  She has led innovative projects and planning initiatives and mastered the skills critical to surviving day-to-day as a manager and administrator.  Jami brings practical experience, management expertise, a love of spreadsheets and a sense of humor to coaching, training and facilitation.  Learn more about Jami at https://www.youcanleadership.c...

Frequently Asked Questions

Is this course only for beginners?

This course is written to be fully accessible to those new to departmental and project budgets but there are useful strategies for anyone wishing to improve their budget management.

Do I need any special materials or software?

No special materials or software are required. You may want access to a spreadsheet program like Excel or Google Sheets to practice what you have learned.

How long do I have access to the course?

Once you've enrolled and paid, you'll have access to the course material for at least 90 days. So devour it all in one afternoon or take things slow. The course includes some downloadable handouts and Excel files that you can keep forever (or until retirement!).

What about the Add-ons?

Add-ons are available for those who would like more help with the topics covered in this course. If you purchase an add-on session, you will be contacted via email to confirm and schedule the session.

What if I need more help?

We offer coaching and personalized training and would be happy to help you learn more about managing budgets (along with many other leadership and administrative skills!). Course participants are eligible to receive 10% off You Can Leadership coaching, training and facilitation services. See https://www.youcanleadership.com/contact/ for all of the ways to contact us and to learn more about what You Can Leadership can do for you!

I still have a question, how can I contact you?

We'd be happy to answer any questions you might have. Visit https://www.youcanleadership.com/contact/ for all of the ways to contact us.

Don't miss out

Step up your budgeting game!

One-Time Payment

$95 once
Choose

Payment Plan

3 payments of $33/month
Choose