Budget Planning: Sample Checklist

REVENUE
( ) Institution contribution
( ) Registration fees (Xpp x $X)
( ) Other
Total projected revenue:
EXPENSES
Pre-course expenses:
( ) Planning committee travel
( ) Planning committee lodging
( ) Promotional pieces
( ) Office supplies
( ) Clerical assistance
( ) Other
Subtotal:
Evaluation expenses:
( ) Pretraining needs assessment
( ) Post-training evaluation
( ) Other
Subtotal:
Course venue expenses:
( ) Meeting rooms
( ) Storage room
( ) Sleeping rooms (plus tax)
( ) Audiovisual equipment*
( ) Audio/video recording*
( ) Transcription service
( ) Other
* Include here or budget separately
Subtotal:
Food and entertainment expenses:
( ) Meals*
( ) Refreshment breaks*
( ) Receptions*
( ) Entertainment
( ) Other
*List functions individually

$_______________
$_______________
$_______________
$_______________

$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________

Subtotal:
Speaker and facilitator expenses:
( ) Honoraria
( ) Sleeping rooms
( ) Travel:
( ) Airline and train fares
( ) Car rentals
( ) Taxis
( ) Shuttle buses
( ) Parking
( ) Other
Subtotal:
Course participant expenses:
( ) Sleeping rooms
( ) Travel:
( ) Airline and train fares
( ) Car rentals
( ) Taxis
( ) Shuttle buses
( ) Parking
( ) Other
Subtotal:
Staff expenses:
( ) Sleeping rooms
( ) Travel:
( ) Airline and train fares
( ) Car rentals
( ) Taxis
( ) Shuttle buses
( ) Parking
( ) Resource materials
( ) Shipping of materials
( ) Courier service
( ) Gratuities
( ) Other
Subtotal:

$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________

Course notebook, workbook, handouts:*

( ) Binders
$_______________

( ) Folders
$_______________
( ) Printing/copying
$_______________
( ) Other
$_______________
*Evaluation forms can be included here
or in a separate budget for evaluation
Subtotal:
Meeting supplies:
( ) Notepads, pens, and pencils
( ) Signage, posters
( ) Nametags, tentcards
( ) Prizes or awards
( ) Other
Subtotal:
Audiovisual equipment:
( ) Sound system
( ) Podium, table microphones
( ) Lavaliere microphone
( ) Projection screen
( ) LCD projector
( ) Laser pointer
( ) Video/audio recording
( ) Overhead projector
( ) Flip charts
( ) AV technician
( ) Other
Subtotal:
Miscellaneous:
( ) Telephone/fax expenses
( ) Website development
( ) Childcare
( ) Photographer
( ) Other
Subtotal:

$_______________

$_______________
$_______________
$_______________
$_______________
$_______________
$_______________

$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________
$_______________

$_______________
$_______________
$_______________
$_______________
$_______________
$_______________

Total projected expenses:

REVENUE LESS EXPENSES

$_______________
$_______________