Wikimedia Conference 2018/Program/33
33. Introduction to Financial Planning for your organization
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- What was this session about?
The session was build a presentation of useful approaches to financial planning with some individual work on setting the plan and the timeline for the budget.
- What are the next steps to be taken?
Everyone is welcome to use the practices mentioned and read Further resources.
- Photos
- Slides
- Speaker(s)
James Baldwin (Wikimedia Foundation)
Length (min)
60
- Audience / Target group
Affiliate leadership staff, affiliate board members, or anyone who is involved in planning or budgeting.
- Session Format
Presentation
- Description
In this session, you will learn the primarily components and stages of a financial planning cycle. We will share common approaches to financial planning and discuss how financial planning integrates with programmatic planning.
- Desired Outcome
This session will prepare you with a foundational understanding of financial planning cycles that will allow you to: start planning a financial planning cycle for your organization, or assess how your organization is currently doing financial planning.
- Materials and notes
- Presetation Slides - PDF version on Commons, Google Slides version
- Exercise worksheet - PDF Version on Commons, Google Docs version
- Etherpad
- Documentation
Agenda of the session included
- Sharing financial planning best practices and process elements
- Talking about how to design a planning process
- Walk through an example - WMF 2018/19 Annual Plan draft