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INTEGRATED PLANNING AND BUDGETING PARTICIPANT HANDBOOK June 2016 This publication is made possible by the support of the American people through the United States Agency for International Development
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How to fill out integrated planning and budgeting

01
To fill out integrated planning and budgeting, follow these steps:
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Start with gathering all necessary data and information regarding the organization's goals, objectives, and financial resources.
03
Analyze the previous year's budget and financial performance to identify any areas for improvement or adjustments.
04
Determine the timeframe for the planning and budgeting process, including the start and end dates for each phase.
05
Define the key performance indicators (KPIs) and financial metrics that will be used to measure the success of the plan.
06
Develop a strategic plan that aligns with the organization's goals and objectives.
07
Allocate financial resources to different departments or projects based on their priority and importance.
08
Create a detailed budget by forecasting revenues, estimating expenses, and considering any potential risks or uncertainties.
09
Review and revise the budget as needed, taking into account any feedback or input from stakeholders.
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Communicate the finalized plan and budget to all relevant parties and ensure everyone understands their roles and responsibilities.
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Continuously monitor and evaluate the performance of the plan and budget, making adjustments as necessary to stay on track.

Who needs integrated planning and budgeting?

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Integrated planning and budgeting is beneficial for various organizations, including:
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- Large corporations that want to align their financial strategies with their overall business goals.
03
- Non-profit organizations that need to effectively allocate their limited resources to achieve their mission.
04
- Government entities that aim to improve budget transparency and accountability.
05
- Education institutions that want to plan and manage their financial resources efficiently.
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- Small businesses that want to forecast and track their financial performance to make informed decisions.
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- Any organization that wants to improve its financial planning, budgeting, and performance management processes.
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Integrated planning and budgeting is a process that combines strategic planning and financial planning to align an organization's goals and resources.
Government agencies and organizations that receive government funding may be required to file integrated planning and budgeting.
Integrated planning and budgeting forms are typically provided by the relevant government agency or department, and officials are required to input detailed financial and strategic information.
The purpose of integrated planning and budgeting is to ensure that an organization's financial resources are allocated in alignment with its strategic objectives.
Information such as revenue sources, expenditure forecasts, strategic goals, and performance metrics may be required to be reported on integrated planning and budgeting.
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