Budgeting For Managers: Brief Case Series

1. 
Budgeting: Why And How

 
 
 
* Why Make a Budget? Who Reads Budgets? *
Eight Steps to Creating a Budget * Success Review * Manager's Checklist for
Chapter 1

2. 
The Parts Of A Budget

 
 
 
* Time Periods of Your Budget * Budget and
Vision * Forecasting Income * Expense Categories vs. Account Codes * Key
Accounting Concept * Manager's Checklist for Chapter 2

3. 
Gathering Production Figures

 
 
 
* Gathering Past Figures * Working with
Multiple Periods * Working with Account Categories and Line Item Names *
Evaluating the Quality of Your Information * Working with Multiple Periods and
Trends * Manager's Checklist for Chapter 3

4. 
Creating A Production Budget 

 
 
 
* Estimation Methods * Planning he Future
in Detail * A Sample Manufacturing Budget * Manager's Checklist for Chapter 4

5. 
Planning And Budgeting A Project

 
 
 
* Define the Project * Create the Work
Plan * Calculate the Cost * Tracking a Project * Manager's Checklist for Chapter
5

6. 
Checking It Twice 

 
 
 
* Using A Partner For Proofreading *
Errors Created by Spreadsheet Programs * Automatic Cross-Checking in
Spreadsheets * Document Version Control * Verifying Budgetary Assumptions * The
Final Proofreading Steps * Manager's Checklist for Chapter 6

7. 
Preparing For Presentation

 
 
 
* Combining Parts of Your Budget *
Revising Budgetary Assumptions * Creating Templates and Formatting a Budget *
Adding Account Codes * Preparing a Budget Presentation * Presentation Formats *
Manager's Checklist for Chapter 7

8. 
Budgetary Spending 

 
 
 
* Getting the Budget Authorized *
Adjusting to the Authorized Amount * Setting Up Your Budget With Accounting *
Spending at the Beginning and the End of the Year * Manager's Checklist for
Chapter 8

9. 
Tracking Your Budget

 
 
 
* Authorized And Tracking Expenses
* Closing a Budget Period * Comparing Estimated Versus Actual Budgets *
Overspending and Under spending * Adjusting the Budget * Reviewing Financial
Statements * Manager's Checklist for Chapter 9

10. Budgeting And Human Resources

 
 
 
* HR Management and HR Services * Use of
Consulting Services and Outsourcing * Departmental Control * Putting It All
together * Manager's Checklist for Chapter 10

11. Small Business Money Management

 
 
 
* Estimating Business Income * Small
Business Payroll * General Financial Management * Seasonal Fluctuation and
Available Cash * Setting Prices * Budgets for Customer Proposals * Manager's
Checklist for Chapter 11

12. Mastering The Budget Process

 
 
 
* Negotiating for Your Budget * Improving
Your Estimation Skills * Timing Your Budget Preparation * The 15-Month Budget *
Manager's Checklist for Chapter 12

Index

Managers in all types of organizations and environments must be able to prepare, or at least understand, a realistic and results-oriented budget. Budgeting for Managers - rich in practical techniques and examples-walks the reader through the entire budgeting process, from basic financial concepts and their use in creating a budget to methods for tracking actual spending.