IGFOA Training Plan - Budget Worksheet Directions The IGFOA has put together the budget worksheet in order to make it easier for you to budget and plan for professional development opportunities. The worksheet is in a standard Microsoft Excel spreadsheet, which you are most likely familiar with. This serves as a walkthrough to easily use this tool. There are 12 worksheets for employees and 1 which calculates totals for all employees. Name: Each sheet has a space to enter the name and title of the appropriate employee, as seen in the picture below.
Intended Audience: Next, you will see an intended audience legend, which is designed to help you pick the appropriate seminar for the appropriate employee.
Curriculum by Training Series: Next you will see fields for different curriculum series. Here you will find the name of the seminar, the intended audience, the month and year of the seminar, and the price. If you plan to have the associated employee attend a seminar simply enter a 1 under the “Will Attend” field. The price will automatically enter under the expenditures column.
Curriculum by Intended Audience: The information you enter in the “Curriculum by Training Series” fields will automatically fill the “Curriculum by Intended Audience” fields.
Individual Totals: Once you have filled out the worksheet, the totals for the individual employee will auto fill at the bottom of the worksheet.
Professional Development Plan: The worksheet will also fill a “Professional Development Plan,” which summarizes the seminars and dates the individual employee is budgeted for.
Employee Totals: The last worksheet is a totals page. The information auto fills from the employee sheets. It tells you how many seminars each employee is scheduled for in each fiscal year and what the cost will be. It then creates totals for each fiscal year.