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BUDGET AND FUNDS AND RESERVES Policy implementation from 1 July 20201Table of Contents1. Objective ..............................................................................................................

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Start by gathering all relevant financial information such as income, expenses, assets, and debts.

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Review past financial statements to understand trends and make realistic projections for the next five years.

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What is five-year financial plan?

A five-year financial plan is a strategic roadmap outlining financial goals and how to achieve them over the course of five years.

Who is required to file five-year financial plan?

Organizations, businesses, and government agencies are often required to file a five-year financial plan.

How to fill out five-year financial plan?

To fill out a five-year financial plan, one must project future revenues, expenses, and investments over the five-year period.

What is the purpose of five-year financial plan?

The purpose of a five-year financial plan is to provide a clear financial direction and help in decision-making for the organization.

What information must be reported on five-year financial plan?

Five-year financial plan must include projected income, expenses, cash flow, assets, and liabilities.

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