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The OUUC is committed to an orderly planning and budget process that is based on thorough solicitation of ideas from members and staff, provides ample opportunity for discussion and group decision-making, and helps direct the efforts of the community. As described below, the planning process is intended to inform and guide the work of the Board and committees. The planning process should also drive the budget so that it will reflect the informed collective priorities of the congregation.
The following is a summary of the combined planning and budget process for the OUUC:
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January-February
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Leadership
Team evaluates committee and church accomplishments in previous calendar
year. This will assist the committee chairs in preparation of their annual
reports for incorporation into the OUUC annual report in March.
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March
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Committees
prepare their annual reports that are incorporated into the OUUC Annual
Report
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May
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After
consulting with the various committees, staff, and others, the Leadership
Team meets to discuss the planning process and develop short-term goals
for the following budget year (January -December). These goals will be
used to formulate budget requests over the summer and form the basis for
the fall pledge drive. (Periodically, perhaps every three or four years,
as part of the May planning effort, or as a separate process, the Leadership
Team should develop new long-term goals for the church.)
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May-June
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Based
on the goals adopted in May, committees develop work plans for the following
budget year.
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June
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The
Board reviews committee plans for consistency with each other and with
long-term and short-term goals and ensures that all such goals are addressed.
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June-September
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Committees
develop proposed budgets for the for the following budget year based on
goals adopted in May and implementation plans adopted in May-June.
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October-November
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The
Canvass Committee (appointed by the Fundraising Committee) conducts annual
pledge drive to fund the budget. The Committee may use the proposed budgets
as part of the canvass effort.
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November-December
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Based
on canvass results, Finance Committee finalizes proposed budget for submittal
to and approval by Board.
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January
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The
Board submits the budget to the congregation for approval. To the extent
necessary, committees alter their implementation plans for the year based
on the adopted budget.
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January-February
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We
start over again.
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Draft, May 20, 2004
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