Planning, Processes and Budgeting

Budget Process Assessment

The Budget Process Assessment is a comprehensive survey designed to measure stakeholders' perceptions and comprehension of budget procedures. It also assesses awareness and understanding of the alignment of resource allocation decisions with equitable student success. By employing this assessment before and after the budget process, CBOs can gain valuable insights into budget management dynamics, communication effectiveness, and alignment of budgetary decisions with student-centric outcomes.

Launch Toolkit

Value Proposition

Provides insights into the evolution of budget management dynamics, guiding targeted interventions.

Serves as a comprehensive pre-assessment to establish baseline understanding of budget managers' perceptions.

Serves as a post-assessment, allowing for comparative analysis of shifts in understanding over time.

Pinpoints strengths and weaknesses within the budget process for targeted improvements.

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 LiftQuick Start

Leverage existing survey tools (Google Forms, Microsoft Forms) to implement the assessment as provided.

Mid LiftDeeper Integration

Collaborate with finance and institutional research to refine assessment questions for alignment with institutional priorities.

High LiftFull Implementation

Fully implement assessment into the institution's budgeting processes and share insights with stakeholders.

Ready to get started with Budget Process Assessment?

Access the full toolkit in the NACUBO Student Success Hub app.