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Budget & Finance

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Guide to Budget & Finance Resources

The budget is the backbone of library operations. It is what ties together the short-, medium-, and long-range goals, all of which help to fulfill the organization's vision and mission.

Courses: If you're new to the world of finance, check out this trio of courses from LE@D:

Getting started with budgets

Developing the Library Budget: a great introduction to the budget process
Creating a Monthly Budget Using Excel: step-by-step instruction to create an excel spreadsheet
Writing a Technology Budget: Ideas in Action Chart: from MaintainIT
The Costs and Benefits of Technology and Total Cost of Ownership (TCO): MaintainIT defines the terms and key actions

Approaching funding authorities

Budget Presentation Example: how libraries can present their strategic plan and budget details
Budget Presentation Template: use these templates to create a great presentation and advocate for your library

Financial laws and policies

Library Law: Budgeting, Appropriate and Levying: review of the procedures for both local libraries and library districts in Illinois
Get guidance from these financial policies for libraries in Georgia:

Other budget topics

Vendor Selection and Management: tips from MaintainIT
Review of other states: review of the main funding source of libraries in 50 states

Visit the Documents and Discussions tabs for the full selection of resources on this topic.

Type	Title	Posted By
pdf	Leveraging Funding to Enhance Broadband Access From Sept/Oct 2009 issue of Public Libraries. A study of whether membership in Indiana's Public Library Internet Consortium is helping public libraries leverage state and federal funds to maximize their broadband connectivity.	Sharon Streams
	Libraries to the Rescue - Summary of Podcasts Notes summarizing a set of podcasts recorded by IMLS with five state library agencies around the country, discussing steps being taken to help communities in the recent economic downturn.	Jennifer Peterson
	The Costs and Benefits of Technology From the MaintainIT Planning for Success Cookbook section on Planning and Decision Making.	Jennifer Peterson
pdf mp3 swf	Why Public Libraries Close (Webinar) Webinar archive and additional resources.	Emily Inlow-Hood
	Budget Presentation Example An example of how libraries can present their strategic plan and budget details.	WebJunction Central
ppt	Budget Presentation Template The State Library of Iowa developed a great set of tools called Telling the Library Story. This budget presentation template can get you on your way to creating a great presentation and advocating for your library.	WebJunction Central
	Developing the Library Budget This excerpt from the Wisconsin Department of Public Instruction's Trustee Essentials guide provides a great background into the budget process.	WebJunction Central
doc	Cost Benefit Analysis Manual for Medium Sized and Smaller Public Libraries This manual provides detailed instructions and tools that small to mid-sized libraries can use to conduct a cost-benefit analysis of their services. The work was funded by an Institute for Museum and Library Studies (IMLS) grant to the St. Louis Public Library.	WebJunction Central