|
Budget Concepts for Non-Financial Leaders
|
|
|
Attention New York Engineers:
This course cannot be taken to fulfill your
continuing education requirements in the state of New York since the course does
not fall under the category of "Areas of Practice" or "Law/Ethics".
For more information, check the
New
York State Board Requirements.
|
Richard "Dick" Grimes, CPT
Overview
This course is designed to help those in
mid-level or line leadership positions in organizations or projects who do not
have financial backgrounds to understand more about the behind-the-scenes
activities involved in selecting, collecting, and monitoring data involved in
typical budget development.
It will help leaders who do have strong
financial backgrounds develop their subordinates’ knowledge and skills so they
can confidently accept a greater responsibility in managing the department’s
budget.
Participants are taught how to analyze
critical historical data for making confident predictions of future demand on
equipment, staffing, and other budget-sensitive resources.
There is an easy-to-follow guide to making
a budget monitoring worksheet using popular spreadsheet software.
The
student must take a multiple-choice quiz consisting of twenty-five (25)
questions at the end of the course to obtain PDH credits.
Please
note:
This course does not pretend to be a resource for financial professionals.
It is designed for those who need to understand the broad “why” of budgets but
not the details of “how”.
Specific Knowledge or Skill Attained
This course teaches the following specific knowledge and
skills:
-
The Need For A Budget
-
Important Topics To Consider When Developing A Budget
-
The Questions to Consider When Developing a Budget
-
Other Little Considered Topics for Developing a Budget
-
Why the Quality of Leadership Skills Must Be
Considered When Developing a Budget
-
How To Develop a Budget Using Historical Data
-
How To Use Various Data Forecasting Methods and When
-
The Organization’s “General Ledger”: What It Is And
Why You Should Know
-
How and Why To Use “Break Even” Points in Determining
Equipment and Staffing Needs
-
Understanding And Applying The Concepts Of “Capacity”
And “Forecasting”
-
Each Department’s Role And Responsibility In Managing
Their Share Of The Budget
-
Developing A Budget Monitoring Process
Course
Click on the link below to review the course
prior to taking a quiz for credit.
Budget Concepts for Non-Financial Leaders (538 KB)
Having Trouble Downloading the PDF File?
Right click on the link. Select "Save Target As..."
Then save on your desktop. To view the file, double click the icon on your
desktop and return to this page to take the quiz.
You may need Acrobat Reader to view the
PDF documents provided above.
Click on the link below to download a free copy of Acrobat Reader.
To obtain PDH credits for this course, you will need to take a quiz for
credit. Click on the link below.
(To take the quiz,
your web browser must be set to accept cookies. See how to
check your cookie settings.)
|
