Improving Budget Request Processes for Non-Financial Leaders at Sam Houston State University
The Problem
Deans and departmental leaders at Sam Houston State historically presented their budget requests in a content-dense meeting format that allowed little time for inquiry and dialog. A newly appointed chief business officer (CBO) hoped to refine the process to allow more time for conversation and interdisciplinary engagement by providing leaders with a concise guide that would support preparation for more focused, consistent budget submissions.
The Results
Results
- To support consistency and alignment with strategic priorities, the CBO customized the Budget Builder Discussion Guide and shared it with deans and other campus leaders to help them develop their presentations of their budget requests.
- By supporting advanced preparation of budget requests with the guide, presented and submitted requests were better aligned with institutional priorities and budget allocation parameters.
“We recognized we needed to be more transparent about the dollars available to be allocated, and to honor people's time by providing them with better guidance in advance of, and throughout the budget development process.”
Amanda WithersChief Financial Officer and Senior Vice President for Operations
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