Budgeting for Service Organizations

Course Code: REL-IDD-0-BSO

Hours: 1

Type: Online Course

Content Expiration Date: 12/31/2027

Learning Objectives:
Define the essential elements of a budget for a service organization.
Explain the budget development process.
Identify service delivery factors that can affect program budgets and strategies to manage them.

Outline:
Section 1: Budget Management Essentials

Fundamental Budget Management

Knowledge Check

Key Takeaways

Section 2: Developing an Organizational Budget

The Planning Process

Gathering Information

Salaries, Wages, and Benefits

A Distinct Capital Budget

Accounting for Changes

Knowledge Check

Key Takeaways

Section 3: Budget Management Strategies

Accountability and Reporting

Budgetary Threats to the Organization

Return to the Mission and Strategic Plan

Knowledge Check

Key Takeaways

Section 4: Conclusion

Course Summary

Course Contributors

Resources

References

Subject Matter Expert: David Morstad, M.Ed.

David Morstad, M.Ed., has served as a Corporate Director of Training, VP/Communications, and is a veteran of nearly forty years in the human services field. He is a Fellow of the American Association on Intellectual and Developmental Disabilities and a sought-after writer and speaker on issues of leadership in the disability field.

Editor: Jessica Edwards, BS, QIDP

Jessica is a SME Writer at Relias. Her primary writing responsibilities are in the Health and Human Services vertical, in the content area of intellectual and developmental disabilities. Jessica received her Bachelor of Science in Health Science, with a concentration in Disability Studies and Human Development, from Stony Brook University. She has over eight years of experience serving people with intellectual and developmental disabilities and their supporters, including roles as a direct support professional, case manager, and qualified professional. Her experiences and coursework over the years have allowed her to develop a strong knowledge of person-centered planning and care, community resources, and service delivery.

Target Audience:
The target audience for this course is: All Staff; in the following settings: Intellectual Developmental Disabilities: Agency.

Relias Learning will be transparent in disclosing if any commercial support, sponsorship or co-providership is present prior to the learner completing the course.

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Course Delivery Method and Format
Asynchronous Distance Learning with interactivity which includes quizzes with questions/answers, and posttests.