This toolkit is prepared for organizations that are interested in implementing Cycle-based Budgeting (CBB). If you have questions about using this toolkit, please post them to the online forum. If you need help with introducing CBB to your organization and implementation, please contact us.

INVESTMENT TRACKING TOOLS

Fund Source	Platform	Access	School District	Contact
General	SharePoint	Screenshot	Jefferson County Public Schools	Bo Yan
General	MS Word		Jefferson County Public Schools	Bo Yan
Title I	SharePoint	Screenshot	Jefferson County Public Schools	Bo Yan
Title I	Google		Gallatin County Public Schools	Tony Jury

IMPLEMENTATION GUIDES

• Cycle-based Budgeting – A Primer
  How CBB addresses limitations of incremental budgeting and zero-based budgeting
• Ten Key Concepts: Part I
  Budget as investment, investment item, investment item owner, investment cycle, expected return
• CBB Logic Model
  CBB logic model, mind map and pyramid chart
• CBB Implementation Guide & Strategies
  Strategies for introducing CBB to your organization and implementation levels
• CBB Implementation Manual
  CBB implementation phases and activities

DECISION TOOLS

• Decision What-if Scenarios and Implementation Manual
  An Excel file that allows decision makers to play what-if scenarios
• End-of-cycle Review Summary
  PowerPoint slides summarizing data about an end-of-cycle investment item for review

CONFERENCE PRESENTATIONS

REPORTS

• CBB year 1 implementation report
• CBB year 2 implementation report