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    Budget Preparation Checklist

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    Budget Preparation Checklist

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    Budget Preparation Checklist

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    Harvard ManageMentor — BUDGETING TOOLS

    Budget Preparation Checklist


    Use this form to identify sources of information for your budget. You can change the items listed to fit your situation, such
    as a service business or startup company.

    Revenue Do you have information from or about:


    Senior management, goals and objectives, strategy, mission Industry predictions/expectations, trends
    Sales and marketing managers’ projections, marketplace Field sales representatives’ projections, marketplace
    data, goals data, assessment of competition
    Current levels of sales Other: for example, new technology’s impact
    Incremental changes

    Production Costs Do you have information from or about:


    Direct Materials
    Current Costs
    Incremental change Purchasers estimates/expectations
    Suppliers; their predictability to deliver Industry predictions
    Direct Labor
    Contractual changes Expected contract changes Changing requirements
    Expected outsourcing Expected overtime Human resource predictions
    Direct Manufacturing
    Variable Costs
    Supplies Maintenance Power
    Fixed Costs
    Depreciation Property Taxes Insurance Supervision
    Do you have information from or about:
    Incremental change Purchasers estimates/expectations
    Suppliers’ estimates/expected changes Industry predictions/expectations
    Nonproduction Costs Do you have information from or about:
    Variable Costs
    R&D/product design Customer Service Distribution
    Marketing/Advertising Administration
    Fixed Costs
    R&D/product design Customer Service Distribution
    Marketing/Advertising Administration
    Do you have information from or about:
    Incremental change Customer service reps’ estimates/expectations
    Sales representatives’ projections Industry predictions/expectations
    © 2004 by Harvard Business School Publishing. All rights reserved.

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