1 - Pull the financial reports for the past few years, if possible. If you don't have access to these reports, have trusted financial person total all of the business revenue for at the last fiscal year., 2 - Compare the line items of similar financial report (for example, 2 years of income statements). Take notice of any significant changes from year to year in the same line items., 3 - Identify any changes to current program operations that you expect will impact the budget for the upcoming fiscal year., 4 - Build a budget (revenue and expense) based on the operations of your current program. Include any of the changes that you expect in the upcoming fiscal year. Do not include new goals or initiatives in this budget., 5 - Review the bottom line of the current program budget. If it balances, go to the next step. If it does not balance, make changes in order balance the current program budget. Be realistic when making adjustments so that the current program budget is achievable., 6 - Identify any new goals or initiatives you're considering for the upcoming fiscal year. Look at each individually and determine the financial resources the new goals or initiatives will generate (revenue)) or require (expenses). Write them down for each goal or initiative so that you can consider each one. Determine which new goals or initiatives you can implement in the new year., 7 - Once you have balanced the bottom line of your current program budget, build in the new goals or initiatives you can afford to implement., 8 - Review the bottom line of the budget after any new goals or initiatives have been added. If the budget odes not balance, determine why. If the budget shows a loss, figure out how to fund it. If needed, revise budget expectations (revenue and expenses). Be realistic. Do not overestimate revenue or underestimate expenses just to balance on paper.,

Budget Sequencing

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