Before submitting the budget proposal, it is essential for IT to:

  • Learn about requirements from each business unit using a comprehensive questionnaire
  • Confirm which items should be part of the budget
  • Estimate the costs of each project
  • Classify expenses by type (i.e. discretionary, non-discretionary) and line item
  • Provide custom reports based on monthly, annual, and year-over-year expense breakdowns
  • Complete a readiness checklist to ensure all steps in the budgeting process are complete

Use this tool to ensure that all information is complete and communicated to management.

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Develop Successful Strategies for Budget Planning, Proposal, and Negotiation

Don't just pick a number: prepare realistic budget proposals for success.

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