{"id":29,"date":"2016-09-08T17:15:19","date_gmt":"2016-09-08T17:15:19","guid":{"rendered":"http:\/\/cyclebasedbudgeting.org\/?page_id=29"},"modified":"2021-02-05T17:48:51","modified_gmt":"2021-02-05T17:48:51","slug":"toolkit","status":"publish","type":"page","link":"https:\/\/cyclebasedbudgeting.org\/?page_id=29","title":{"rendered":"Toolkit"},"content":{"rendered":"\n<p>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&nbsp;<a href=\"https:\/\/cyclebasedbudgeting.org\/?post_type=forum\">online forum<\/a>. If you need help with introducing CBB to&nbsp;your organization and implementation, please&nbsp;<a href=\"https:\/\/cyclebasedbudgeting.org\/?page_id=35\">contact us<\/a>. <\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">INVESTMENT TRACKING TOOLS<\/h3>\n\n\n\n<figure class=\"wp-block-table is-style-regular\"><table><thead><tr><th class=\"has-text-align-center\" data-align=\"center\">Fund Source<\/th><th class=\"has-text-align-center\" data-align=\"center\">Platform<\/th><th class=\"has-text-align-center\" data-align=\"center\">Access<\/th><th class=\"has-text-align-center\" data-align=\"center\">School District<\/th><th class=\"has-text-align-center\" data-align=\"center\">Contact<\/th><\/tr><\/thead><tbody><tr><td class=\"has-text-align-center\" data-align=\"center\">General<\/td><td class=\"has-text-align-center\" data-align=\"center\">SharePoint<\/td><td class=\"has-text-align-center\" data-align=\"center\"> <a href=\"https:\/\/cyclebasedbudgeting.org\/wp-content\/uploads\/2021\/02\/its-form.png\">Screenshot<\/a><\/td><td class=\"has-text-align-center\" data-align=\"center\">Jefferson County Public Schools<\/td><td class=\"has-text-align-center\" data-align=\"center\">Bo Yan<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">General<\/td><td class=\"has-text-align-center\" data-align=\"center\">MS Word<\/td><td class=\"has-text-align-center\" data-align=\"center\"><a href=\"https:\/\/cyclebasedbudgeting.org\/wp-content\/uploads\/2021\/02\/CBB_Investment-Tracking-Form.zip\"><img decoding=\"async\" loading=\"lazy\" width=\"128\" height=\"128\" title=\"Investment Tracking Form Template\" class=\"wp-image-1717\" style=\"width: 20px;\" src=\"https:\/\/cyclebasedbudgeting.org\/wp-content\/uploads\/2021\/02\/word.png\" alt=\"Form template\"><\/a>  <a href=\"https:\/\/cyclebasedbudgeting.org\/wp-content\/uploads\/2021\/02\/CBB_ITS-Word-form-implementation-manual.pdf\"><img decoding=\"async\" loading=\"lazy\" width=\"36\" height=\"36\" title=\"Investment Tracking Form Template Implementation Manual\" class=\"wp-image-128\" style=\"width: 20px;\" src=\"https:\/\/cyclebasedbudgeting.org\/wp-content\/uploads\/2016\/09\/pdf.png\" alt=\"\"><\/a><\/td><td class=\"has-text-align-center\" data-align=\"center\">Jefferson County Public Schools<\/td><td class=\"has-text-align-center\" data-align=\"center\">Bo Yan<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">Title I<\/td><td class=\"has-text-align-center\" data-align=\"center\">SharePoint<\/td><td class=\"has-text-align-center\" data-align=\"center\"><a href=\"https:\/\/cyclebasedbudgeting.org\/wp-content\/uploads\/2021\/02\/t1.png\">Screenshot<\/a><\/td><td class=\"has-text-align-center\" data-align=\"center\">Jefferson County Public Schools<\/td><td class=\"has-text-align-center\" data-align=\"center\">Bo Yan<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">Title I<\/td><td class=\"has-text-align-center\" data-align=\"center\">Google<\/td><td class=\"has-text-align-center\" data-align=\"center\"><a href=\"http:\/\/docs.google.com\/spreadsheets\/d\/1VFYd8P-qSMS8c7Th8mRcwA7EkerBlkSC0u0VJ6bYN2U\"><img decoding=\"async\" loading=\"lazy\" width=\"68\" height=\"86\" title=\"Needs Assessment &amp; Funding Request\" class=\"wp-image-1749\" style=\"width: 20px;\" src=\"https:\/\/cyclebasedbudgeting.org\/wp-content\/uploads\/2021\/02\/gsheets.jpg\" alt=\"\"><\/a>  <a href=\"http:\/\/docs.google.com\/document\/d\/1Gcq-XZhq5m4-eNICUvbFLWwpfK18h9eNKuDEx0f8iro\"><img decoding=\"async\" loading=\"lazy\" width=\"70\" height=\"88\" title=\"Consolidated Evaluation Form\" class=\"wp-image-1750\" style=\"width: 20px;\" src=\"https:\/\/cyclebasedbudgeting.org\/wp-content\/uploads\/2021\/02\/gdocs.png\" alt=\"\"><\/a><\/td><td class=\"has-text-align-center\" data-align=\"center\">Gallatin County Public Schools<\/td><td class=\"has-text-align-center\" data-align=\"center\">Tony Jury<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">IMPLEMENTATION GUIDES<\/h3>\n\n\n\n<ul><li><a href=\"https:\/\/cyclebasedbudgeting.org\/wp-content\/uploads\/2021\/02\/CBB_A-primer.pdf\">Cycle-based Budgeting \u2013 A Primer<\/a> <br><em>How CBB addresses limitations of incremental budgeting and zero-based budgeting<\/em><\/li><li><a href=\"https:\/\/cyclebasedbudgeting.org\/wp-content\/uploads\/2021\/02\/Ten-key-concepts-Part-I.pdf\">Ten Key Concepts: Part I<\/a><br><em>Budget as investment, investment item, investment item owner, investment cycle, expected return<\/em><\/li><li><a href=\"https:\/\/cyclebasedbudgeting.org\/wp-content\/uploads\/2016\/11\/CBB_Logic-model.pdf\">CBB Logic Model<\/a> <br><em>CBB logic model, mind map and pyramid chart<\/em><\/li><li><a href=\"https:\/\/cyclebasedbudgeting.org\/wp-content\/uploads\/2016\/11\/CBB_Implementation-guide-strategies.pdf\">CBB Implementation Guide &amp; Strategies<\/a><br><em>Strategies for&nbsp;introducing CBB to your organization and implementation&nbsp;levels<\/em><\/li><li><a href=\"https:\/\/cyclebasedbudgeting.org\/wp-content\/uploads\/2016\/11\/CBB_Implementation-manual.pdf\">CBB Implementation Manual<\/a><br><em>CBB implementation phases and activities<\/em><\/li><\/ul>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">DECISION TOOLS<\/h3>\n\n\n\n<ul><li><a href=\"https:\/\/cyclebasedbudgeting.org\/wp-content\/uploads\/2017\/12\/CBB-Decision-Tool.xlsx\">Decision What-if Scenarios<\/a> and <a href=\"https:\/\/cyclebasedbudgeting.org\/wp-content\/uploads\/2021\/02\/What-if-scenarios.pdf\">Implementation Manual<\/a><br><em>An Excel file that allows decision makers to play what-if scenarios<\/em><\/li><li><a href=\"https:\/\/cyclebasedbudgeting.org\/wp-content\/uploads\/2021\/02\/EOC-slide.pptx\">End-of-cycle Review Summary<\/a> <br><em>PowerPoint slides summarizing data about an end-of-cycle investment item for review<\/em><\/li><\/ul>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">CONFERENCE PRESENTATIONS<\/h3>\n\n\n\n<figure class=\"wp-block-table is-style-regular\"><table><thead><tr><th>Title<\/th><th>Conference<\/th><th class=\"has-text-align-center\" data-align=\"center\">Year<\/th><\/tr><\/thead><tbody><tr><td><a href=\"https:\/\/cyclebasedbudgeting.org\/wp-content\/uploads\/2021\/02\/ASBO2019.pptx\">Strategies to Turn &#8220;Defense&#8221; into &#8220;Offense&#8221; in Budget Discussions<\/a><\/td><td>Association of School Business Officials&nbsp;International (ASBO) Annual Conference<\/td><td class=\"has-text-align-center\" data-align=\"center\">2019<\/td><\/tr><tr><td><a href=\"https:\/\/cyclebasedbudgeting.org\/wp-content\/uploads\/2021\/02\/CGCS2019.pptx\">Cycle-based Budgeting at JCPS<\/a><\/td><td>Council of the Great City Schools CFO Annual Meeting<\/td><td class=\"has-text-align-center\" data-align=\"center\">2019<\/td><\/tr><tr><td><a href=\"https:\/\/cyclebasedbudgeting.org\/wp-content\/uploads\/2021\/02\/FEFS2019.pptx\">Issues around Using Academic Return on Investment for Informing and Improving Decisions<\/a><\/td><td>Future of Education Finance Summit<\/td><td class=\"has-text-align-center\" data-align=\"center\">2019<\/td><\/tr><tr><td><a href=\"https:\/\/cyclebasedbudgeting.org\/wp-content\/uploads\/2021\/02\/SDP2019.pptx\">Can Investment Tracking Improve Strategic Budgeting<\/a><\/td><td>Strategic Data Project Covening<\/td><td class=\"has-text-align-center\" data-align=\"center\">2019<\/td><\/tr><tr><td><a href=\"https:\/\/cyclebasedbudgeting.org\/wp-content\/uploads\/2021\/02\/ASBO2018.pptx\">Cycle-based Budgeting: Strategic Budgeting for Continuous Improvement<\/a><\/td><td>Association of School Business Officials&nbsp;International (ASBO) Annual Conference<\/td><td class=\"has-text-align-center\" data-align=\"center\">2018<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">REPORTS<\/h3>\n\n\n\n<ul><li><a href=\"https:\/\/cyclebasedbudgeting.org\/wp-content\/uploads\/2016\/11\/CBB_Year-1-report.pdf\">CBB year 1 implementation report<\/a><\/li><li><a href=\"https:\/\/cyclebasedbudgeting.org\/wp-content\/uploads\/2017\/09\/CBB_Year-2-report.pdf\">CBB year 2 implementation report<\/a><\/li><\/ul>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n<div class=\"likebtn_container\" style=\"\"><!-- LikeBtn.com BEGIN --><span class=\"likebtn-wrapper\"  data-identifier=\"page_29\"  data-site_id=\"5fdbbd27943ec9045e1f5739\"  data-style=\"\"  data-unlike_allowed=\"\"  data-show_copyright=\"\"  data-item_url=\"https:\/\/cyclebasedbudgeting.org\/?page_id=29\"  data-item_title=\"Toolkit\"  data-item_date=\"2016-09-08T17:15:19-04:00\"  data-engine=\"WordPress\"  data-plugin_v=\"2.6.52\"  data-prx=\"https:\/\/cyclebasedbudgeting.org\/wp-admin\/admin-ajax.php?action=likebtn_prx\"  data-event_handler=\"likebtn_eh\" ><\/span><!-- LikeBtn.com END --><\/div>","protected":false},"excerpt":{"rendered":"<p>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&nbsp;online forum. If you need help with introducing CBB to&nbsp;your organization and implementation, please&nbsp;contact us. INVESTMENT TRACKING TOOLS Fund Source Platform Access School District Contact General SharePoint Screenshot Jefferson [&hellip;]<\/p>\n<div class=\"likebtn_container\" style=\"\"><!-- LikeBtn.com BEGIN --><span class=\"likebtn-wrapper\"  data-identifier=\"page_29\"  data-site_id=\"5fdbbd27943ec9045e1f5739\"  data-style=\"\"  data-unlike_allowed=\"\"  data-show_copyright=\"\"  data-item_url=\"https:\/\/cyclebasedbudgeting.org\/?page_id=29\"  data-item_title=\"Toolkit\"  data-item_date=\"2016-09-08T17:15:19-04:00\"  data-engine=\"WordPress\"  data-plugin_v=\"2.6.52\"  data-prx=\"https:\/\/cyclebasedbudgeting.org\/wp-admin\/admin-ajax.php?action=likebtn_prx\"  data-event_handler=\"likebtn_eh\" ><\/span><!-- LikeBtn.com END --><\/div>","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"advanced_seo_description":"","jetpack_seo_html_title":"","jetpack_seo_noindex":false,"jetpack_post_was_ever_published":false,"footnotes":""},"jetpack_shortlink":"https:\/\/wp.me\/P7Zsh9-t","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/cyclebasedbudgeting.org\/index.php?rest_route=\/wp\/v2\/pages\/29"}],"collection":[{"href":"https:\/\/cyclebasedbudgeting.org\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/cyclebasedbudgeting.org\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/cyclebasedbudgeting.org\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/cyclebasedbudgeting.org\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=29"}],"version-history":[{"count":106,"href":"https:\/\/cyclebasedbudgeting.org\/index.php?rest_route=\/wp\/v2\/pages\/29\/revisions"}],"predecessor-version":[{"id":1753,"href":"https:\/\/cyclebasedbudgeting.org\/index.php?rest_route=\/wp\/v2\/pages\/29\/revisions\/1753"}],"wp:attachment":[{"href":"https:\/\/cyclebasedbudgeting.org\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=29"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}