This project is in progress
Matched with Annie E
Matched with
Annie E.

Operating Budget

for  BankTrack
6511 VJ Nijmegen, Netherlands
Posted by
Ryan B.

Researcher and Editor

Posted Date
Aug 19, 2019
Virtual volunteer opportunity
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Impact statement
This project will save us $9,114 , allowing us to invest in our fundraising and financial management capability and help us continue growing as an organisation.

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

Note, we can't edit the "what we need" section above.

What we really need is:

- An expert review of our current operating budget with advice on how to improve it

- In particular advice on how it can be converted from a two-year budget to a three-year budget, and how actions including adding and subtracting funders and members of staff can be made easier.

What We Have In Place
  • We can provide the current budget spreadsheet for review, of course
How This Will Help

We're a small organisation (c. 10 people) that tracks the environmental and human rights impacts of private sector bank finance. Currently our director spends a lot of time managing our budget spreadsheet, which is fit for purpose but home-made and time-consuming to adjust. Saving some of this time can help make our organisation more effective at stopping bank finance for damaging projects

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 and 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 and 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

Our Mission

BankTrack's mission is to stop banks from financing harmful business activities; to promote a banking sector that respects human rights and contributes to just societies and a healthy planet; and to support fellow civil society organisations in their engagement with banks.

Our project is sponsored by:

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