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Budget Meetings and Materials

Budget Meetings and Materials

The Budget team facilitates annual budget meetings with each College and Administrative Unit and campus leadership. The series of meetings are typically held in two phases:

 Phase I: Preparing for Phase II (AFO and BFA)

  • “What Story Does Your Dean / VC / VP Wish to Convey?”
  • Review PowerPoint and Supporting Materials
  • Make Recommendations in Support of Phase II Meetings
  • Answer General Questions
  • In Recent Years, Phase I Has Been Optional (Other than Units in Financial Distress)

Phase II: Focus on Financial Health (University & College Leadership, BFA)

  • Historically, Very Focused on “Templates” (Excel Schedules) and “Narratives” (Word Documents)
  • In Recent Years, More Focused on PowerPoint Prepared by Unit
    • Assumption that BFA Has Already Validated the Excel Templates
    • Templates are Referenced to Clarify Questions or Concerns
  • Still a Budget Meeting
    • Many Topics Covered (E.G. Accomplishments, Opportunities, Challenges)
    • Meeting Must Still Focus on Financial Health

FY25 Budget Meeting Materials

BFA has created an interactive Tableau dashboard for exploring further details behind the provided Budget Meeting Materials. This will be updated on an annual basis to coincide with the budget meeting cycle. Dashboard views include further FOAP-level or department-level drilldowns into expenses as well as listing out historical temporary and permanent adjustments and a comparison of totals for state fiscal year vs. Banner fiscal year.

Budget Meeting Materials Dashboard

Historical Budget Meeting Materials Heading link