FPO-Drawing up a budget

Creating a Budget

Budget control checklist 5. Collect and source information

Contact and consult any parties which may influence or impact the budget creation process, and do a final check against your practice’s objectives and targets, to ensure they align. Ensure you do final checks on all external and internal factors, which may have a bearing on your practice’s performance, and then ask yourself the following important questions:

Am I clear about strategic objectives and what their impact is?

Have I accurately forecast the number of people to meet the objectives?

Are there likely or can I foresee any future changes?

Am i clear about the income?

Am I clear about the outgoings?

Are there any upcoming factors which may have significant implications on the budget?

Future Practice Owner.

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