The program will begin shortly.

Requesting Budgets for 2018 activities This meeting is being recorded.

Financial Position Seven months of reserves 2018 membership dues assessment Michigan Water Academy® coming online Historically budget a deficit but haven’t had deficit spending until recently

Historic Actual Net

Using previous year data

2018 Budget Request Form

Activity Ongoing activity New activity

Requested Budget Total gross expenses

Anticipated Revenue Yes or No Staff will reach out to discuss

Tie to strategic plan Try to tie each activity to the plan If it doesn’t tie leave it blank Will be helpful to have a justification if it doesn’t tie to the strategic plan Our Corporate Objectives 2017-2020 •1 MI-AWWA communication is driven by a comprehensive communication strategy and plan for how we want to interact with and engage members. •2 MI-AWWA enhances its competitiveness by incorporating “Personal Choice” options into volunteer opportunities, educational opportunities, and access to Section resources. •3 MI-AWWA business model is strengthened, achieving financial viability. •4 MI-AWWA raises the quality of its products/services to become our “brand”. •5 MI-AWWA develops a Michigan Water Academy and begins to deliver content to members.

2 MI-AWWA enhances its competitiveness by incorporating “Personal Choice” options into volunteer opportunities, educational opportunities, and access to Section resources. 4 MI-AWWA raises the quality of its products/services to become our “brand”.

Keep in mind Every activity must tie to the mission. Every activity should tie to the strategic plan. Don’t assume an activity will be funded just because it has been in the past. Consider that we’re trying to increase programs and services while keeping costs low. Revenue generating activities are preferred but member value is just as important.

Timeline Timeframe Task Responsible 7/31/17 Master budget spreadsheet complete Staff 8/16/17 Hold budget webinar for anyone who wants to participate with a direct invitation to current volunteers 8/18/17 Send budget request forms and previous years data to volunteers 9/29/17 Budget requests due to staff All Chairs 10/6/17 Overall budget sent to Finance Committee for review 10/18/17 1st draft 2018 budgets to volunteers 10/31/17 Budget adjustments and requests due to staff 11/6/17 Adjusted overall budget sent to Finance Committee for review 11/17/17 Proposed 2018 budgets to volunteers 11/18/17 to 11/29/17 Chairs may send questions or objections on budgets to their Trustee liaison and the Treasurer for final arbitration 11/30/17 Budget adjustments due to staff Treasurer 12/1/17 Overall proposed 2018 budget to Board ahead of Board meeting

Complete Organizational Budget Volunteer input is key to understanding how Section resources will/should be spent. Trouble? Call or email staff and we’ll walk through things with you. Goal is to reach a balanced budget while maintaining high quality programs and services for members. All forms and the recording of this webinar are on the Volunteer page of the website. http://www.mi- water.org/?page=Volunteer Staff contact info http://www.mi- water.org/staff/ Board contact info http://www.mi- water.org/?page=Board

Thank you! We really appreciate your help in creating an accurate Section budget.