Financial Resource Optimization

Budget Builder

The Budget Builder toolkit provides flexible and customizable templates to support the process of gathering budget requests and input from institutional stakeholders. Templates are available in multiple formats, including Word, Excel, and discussion guide. The Word templates are designed with tables for easy conversion into fillable forms. Budget Builder resources prompt users to consider the expertise and time needed across different functional areas to implement and execute a budget initiative, while prioritizing students in the budget request process.

Launch Toolkit

Value Proposition

Offers customizable templates to facilitate the submission of budget requests from diverse campus constituents.

Centers student needs and outcomes, and can be modified to align with specific strategic or operational objectives.

Supports a "systems thinking" approach, encouraging consideration of resource needs across operation areas.

Implementation Options

Choose the level of adoption that fits your institution's capacity and goals. Every toolkit offers flexible implementation paths from quick wins to comprehensive integration.

Low Lift— Quick Start

Review the tools and use cases to generate ideas and initiate conversations with colleagues.

Mid Lift— Deeper Integration

Review, customize, and integrate elements of the tools into existing budget development processes.

High Lift— Full Implementation

Review planning and budgeting processes and integrate customized versions throughout institutional budget processes.