Your teams have worked tirelessly for months to create, adjust, re-create, and finalize your budget for the coming year. Managers have expressed their need for equipment, personnel, and training. Volumes have been forecasted by sales teams. You’re set to deliver your yearly budget presentation to the board, which is no small achievement this year. A budget is something that every company has. Perhaps it’s written in your company strategy, or perhaps it’s simply in your thoughts. Having a budget, however, is only half the struggle. Budgets must be reviewed and altered on a regular basis in order to be effective. Putting your budget on display could be the first step toward determining whether it is reasonable and how closely it is being followed.

Your teams have worked tirelessly for months to create, adjust, re-create, and finalize your budget for the coming year. Managers have expressed their need for equipment, personnel, and training. Volumes have been forecasted by sales teams. You’re set to deliver your yearly budget presentation to the board, which is no small achievement this year. A budget is something that every company has. Perhaps it’s written in your company strategy, or perhaps it’s simply in your thoughts. Having a budget, however, is only half the struggle. Budgets must be reviewed and altered on a regular basis in order to be effective. Putting your budget on display could be the first step toward determining whether it is reasonable and how closely it is being followed.

10+ Budget Presentation Samples

1. Budget Presentation Template

budget presentation template

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2. Hotel Budget Presentation Template

hotel budget presentation template

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3. Financial Statement Budget Presentation

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  • PDF

Size: 347 KB

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4. Budget Conference Presentation

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  • PDF

Size: 400 KB

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5. Budget Program Presentation

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Size: 367 KB

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6. Budget Award Presentation

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  • PDF

Size: 146 KB

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7. Program Budget Presentation

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  • PDF

Size: 120 KB

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8. Finance Budget Presentation

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  • PDF

Size: 162 KB

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9. Budget Presentation Meeting

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  • PDF

Size: 26 KB

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10. Trustee Board Budget Presentation

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  • PDF

Size: 135 KB

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11. Council Budget Presentation

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  • DOC

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This may appear to be an issue about strategic planning rather than the budgeting process, yet the two are inextricably linked. When you inform your board about your business’s objectives – market expansion, more teams or workers, significant investment – they may be enthralled by the plan’s possibilities. At the same time, they’ll want to know that you’ve thought about how much money it’ll need to carry out your goals.

The less explaining you have to do to acquire the board’s buy-in on the budget proposal you’re giving, the easier it will be for them to draw the line between the points of your strategic strategy and your financial plan. Don’t make the board create the connection on its own. Make it apparent that the finance department has given serious thought to how to make the company’s strategic goals a reality by having a strategy in place to fund the actions required to achieve them.

It’s easy to be upbeat about sales – or pessimistic if you’ve had a particularly challenging year. When the board examines your budget, they will want to know how much risk your income predictions entail. Prepare to present evidence to back up your estimates to gain board approval. That data could be in the shape of previous year’s actuals, rival performance, or even predictions based on a large number of data points gathered through the use of big data and business intelligence. Wherever your data comes from, it should be presented in a way that makes sense to the board while also emphasizing the impact the data will have on business outcomes.

It’s also crucial to keep in mind that different information distribution methods appeal to different people. While some board members may prefer to view financial reports and columns of numbers, data presented graphically in charts and graphs are more appealing to many others.

FAQs

What may happen if the presentation goes wrong?

Having what-if scenarios prepared for board review will give you more confidence in your budget. Should the winds shift and you need to change course, your board will be aware that you have a strategy in place. With alternative scenarios, the board will have a clear picture of how closely you’ll be able to stick to your “most likely” scenario and how you’ll maintain achieving your business goals even if things go wrong.

How to make your budget presentation easier?

Graphics make it simple to observe how data relates to one another, as well as how performance and expectations are compared to key performance indicators (KPIs). If you aren’t using a program that automatically generates dashboards and graphical reports, it may take you longer to build your budget plan. However, the time spent will be well worth it because the board will be able to ask more focused and purposeful questions as a result of the clarity.

Your board of directors is there to assist you in guiding and directing your company, as well as to guarantee that it is meeting its duties to both business partners and investors. Your board will be better prepared to provide you with the counsel you need to move in the correct direction if you have a budget presentation that answers their questions before they ask them and presents the material in an easy-to-understand way.

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