This project was completed on Aug 21, 2019
Matched with Chris M
Matched with
Chris M.

Operating Budget

Help World Arts West put together a detailed operating budget covering at least one full fiscal year and provide expert advice on managing cash flow.
World Arts West
San Francisco, CA, USA

Posted July 2nd

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Project Details

What We Need
  • A detailed Operating Budget covering at least one full fiscal year
  • Expert advice on how to reconcile actual expenses with budgeted expenses
Additional Details

Need assistance on a more streamlined process to update budget and a new budget template.

What We Have In Place
  • We currently have operating budget and cash flow, which should make it easy for you to get started. We also have a program plan for next year, and the ability to provide any other information you need.
How This Will Help
This project will save us $9,114 , allowing us to efficiently update and share budgets with board members and funders.

The current process to create the operating budget and update it with actual expenses from Quickbooks is inefficient. The template is confusing for staff, board members and funders. We need someone who understands how to create a template that is easily read and understood by all.

Project Plan

Prep: Distribution of Prep Materials
  • Volunteer Manager provides Professional with materials currently being used for financial planning, such as the current operating budget or chart of accounts, and current financial statements
  • Volunteer Manager also provides any additional materials that will affect budgeting, such as a fundraising plan, earned income plan, or business plan
Milestone 1: Information Gathering & Outline
  • Professional does additional due diligence to address any questions or issues
  • Professional creates a detailed outline for the budget, to be shared with Volunteer Manager for feedback
Milestone 2: Budget Creation
  • Professional creates budget and shares it with the Volunteer Manager for feedback
  • Professional incorporates any feedback into the model for final draft version
Milestone 3: Explanation & Training
  • Professional delivers the budget, alongside a detailed written or verbal explanation of how the budget should be utilized and modified in the future
  • Professional provides advice on how to record and reconcile actual expenses against the budget
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About The Org

World Arts West
Posted by
Chandre S.

Board Chair

Our Mission

The mission of World Arts West is to support local artists sustaining diverse world dance and music traditions by providing needed services and performance opportunities, while deepening the public's support of and engagement with these inspiring culture bearers. World Arts West supports 450 dance groups representing 100 unique world cultures and 20,000 artists.


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