Strategic Plan
Setting a Budget Scoring Guide
Due Date: End of Unit 8 Percentage of Course Grade: 20%.
CRITERIA NON-PERFORMANCE BASIC PROFICIENT DISTINGUISHED
Present a budget with clear content in a professional format for a chosen human services organization.
20%
Does not present a budget with clear content in a professional format for a chosen human services organization.
Presents a budget for a chosen human services organization that contains content errors or lacks format clarity.
Presents a budget with clear content in a professional format for a chosen human services organization.
Presents a budget with clear content in a professional format for a chosen human services organization that includes present revenue and amounts forecasted for future funding.
Define budget priorities in terms of a chosen organization's mission.
20%
Does not define budget priorities in terms of a chosen organization's mission.
Defines a budget without stating priorities, or does not correctly address priorities to align with a chosen organization's mission.
Defines budget priorities in terms of a chosen organization's mission.
Defines budget priorities in terms of a chosen organization's mission and explains the rationale for developing those priorities.
Explain the funding relationships between an organization and outside funders.
20%
Does not explain the funding relationships between an organization and outside funders.
Identifies organizational funding needs and potential funders, but does not explain the significance of the relationships.
Explains the funding relationships between an organization and outside funders.
Explains the funding relationships between an organization and outside funders, and the impact of gaining or losing a funder.
State how a budget supports key strengths and opportunities of a chosen organization.
20%
Does not state how a budget supports key strengths and opportunities of a chosen organization.
States how a budget supports a chosen organization, but does not correctly identify the connection to key organizational strengths and opportunities.
States how a budget supports key strengths and opportunities of a chosen organization.
States how a budget supports key strengths and opportunities of a chosen organization, offering potential or realistic examples.
Explain how a budget reinforces the effectiveness of an organization.
20%
Does not state how a budget reinforces the effectiveness of an organization.
States but does not explain how a budget reinforces the effectiveness of an organization.
Explains how a budget reinforces the effectiveness of an organization.
Explains how a budget reinforces the effectiveness of an organization, analyzing how particular line items are key to promoting the organization's success.