1. The program will begin shortly.

2. Requesting Budgets for 2018 activities
This meeting is being recorded.

3. 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

4. Historic Actual Net

5. Using previous year data

6. 2018 Budget Request Form

7. Activity
Ongoing activity
New activity

8. Requested Budget
Total gross expenses

9. Anticipated Revenue
Yes or No
Staff will reach out to discuss

10. 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
•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.

11. 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”.

12. 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.

13. 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

14. Complete Organizational Budget
Volunteer input is key to understanding how Section resources will/should be spent.
Trouble? Call or 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.
water.org/?page=Volunteer
Staff contact info water.org/staff/
Board contact info water.org/?page=Board

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