Non-Profit Fiscal Year Budget Management Template

More nonprofit templates

Effective budget management is crucial for non-profit organizations, where resources are often limited. This template helps Marketing Directors prioritize and track budget-related tasks to ensure funds are allocated efficiently and effectively throughout the fiscal year.

By using this template, you can review past budgets, set priorities, create and finalize budgets, implement them, and monitor expenses. Regular updates and end-of-year reviews ensure continuous improvement and financial health for your organization.

Get this template on priority matrix

Non-Profit Fiscal Year Budget Management for Priority Matrix

Non-Profit Fiscal Year Budget Management in Priority Matrix

Efficiently manage and prioritize your non-profit's budget to make the most of limited resources.

You can start using Non-Profit Fiscal Year Budget Management or other Nonprofit Project Templates with Priority Matrix in just a few steps:

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
  3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

High Priority & Immediate

  • Task 1: Review Previous Fiscal Year's Budget
    ☐ Subtask1: Study the previous fiscal year's budget. ☐ Subtask2: Identify areas where spending was higher or lower than expected.
  • Task 2: Set Budget Priorities for Next Fiscal Year
    ☐ Subtask1: Identify the organization's priorities for the next fiscal year. ☐ Subtask2: Determine how much of the budget should be allocated to each priority.
  • Task 3: Create Draft Budget
    ☐ Subtask1: Based on the priorities, develop a draft budget. ☐ Subtask2: Ensure all necessary expenses are included.

High Priority & Long-Term

  • Task 4: Review and Finalize Budget
    ☐ Subtask1: Review the draft budget with the team. ☐ Subtask2: Make necessary revisions and finalize the budget.
  • Task 5: Implement Budget
    ☐ Subtask1: Communicate the finalized budget to all departments. ☐ Subtask2: Ensure everyone understands their budget allocations.

Low Priority & Immediate

  • Task 6: Monitor Budget
    ☐ Subtask1: Regularly track expenses to ensure they are within budget. ☐ Subtask2: Make adjustments as necessary.
  • Task 7: Regular Budget Updates
    ☐ Subtask1: Provide regular budget updates to the team. ☐ Subtask2: Discuss any concerns or adjustments that need to be made.

Low Priority & Long-Term

  • Task 10: Plan for Future Budgets
    ☐ Subtask1: Based on the budget review and financial reports, start planning for future budgets. ☐ Subtask2: Consider any changes in the organization's priorities or resources.
  • Task 8: End of Fiscal Year Budget Review
    ☐ Subtask1: At the end of the fiscal year, review the budget. ☐ Subtask2: Identify areas for improvement in the next fiscal year's budget.
  • Task 9: Prepare Financial Reports
    ☐ Subtask1: Prepare financial reports summarizing the fiscal year's budget and expenses. ☐ Subtask2: Share these reports with the relevant stakeholders.